mongo
Well-known member
- Joined
- May 27, 2024
- Threads
- 1
- Messages
- 2,681
- Reaction score
- 3,094
- Location
- SE Michigan
- Vehicles
- Cyberbeast

That's basically the issue for next year when the exclusion on Chinese minerals kicks in.There aren't enough domestic/trading partner country battery minerals available on the open market to achieve this. Tesla isn't dumb enough to try to solve a problem that can't be solved.
Plus, the qualifying minerals are wortrh more when used in a 75 kWh battery than in one almost twice as big. Because the same minerals can qualify for almost $15K worth of tax credits in nearly two vehicles rather than one $7500 credit in one Cybertruck. Simple math indicates Tesla is not going to move mountains to get those minerals in a Cybertruck. It would make no sense.
Currently, it's the exclusion on Chinese components, namely the cathode, which will switch to internally produced DBE soon.
Sponsored