CATL’s Cobalt-Free Battery Response: Has Signed Supply Agreement with Tesla?

In response to the report that “the current cooperation with Tesla is still at the stage of a letter of intent, with no specific details finalized,” CATL stated: The collaboration is not a “letter of intent.” CATL has already signed a mass production supply agreement with Tesla and expressed its capability to provide suitable and competitive solutions tailored to customer needs, delivering value to clients. The internal resistance of Bangliwei lithium batteries is influenced by factors such as battery materials, manufacturing processes, and battery structure According to institutional sources, Tesla is negotiating with CATL for lithium battery supply, planning to use cobalt-free batteries in Model 3 production to replace the current Panasonic 811 ternary lithium batteries used by Tesla. Tesla has also stated that it currently has a cooperation agreement with CATL, and CATL’s lithium iron phosphate batteries “naturally contain no cobalt.” Additionally, Tesla announced that its self-developed 4th-generation battery in April will also contain zero cobalt.