In today’s episode, Tesla has revealed a groundbreaking update that’s set to transform the electric vehicle (EV) landscape: the 4680 battery just got even better. This new development could not only revolutionize how EVs are powered but also disrupt America’s dependency on foreign battery supplies, particularly from China.
Let’s dive into this major update and what it means for Tesla and the electric vehicle market.
Tesla’s New 4680 Battery and LFP Chemistry
The big news from Tesla centers around their new 4680 battery format, which is now set to include Lithium Iron Phosphate (LFP) cells. This breakthrough is based on a Tesla patent filing released on January 16th, under the World Intellectual Property Organization. What’s exciting about this update is that it introduces LFP as a cheaper and more sustainable alternative to traditional battery chemistries that rely on expensive materials like nickel, cobalt, and aluminum.
The LFP technology uses iron, which is more abundant and less costly than the other materials, making it an ideal solution for economy-focused vehicles. While LFP chemistry isn’t ideal for high-performance, long-range vehicles, it’s perfect for affordable EV options. This chemistry is already gaining popularity worldwide, especially as automakers look for ways to bring down production costs.
Breaking Free From China’s Battery Monopoly
For years, China has dominated the global LFP battery market, with CATL being the largest producer. However, Tesla is now stepping in to change the game. With CATL’s patents for LFP battery production expiring, the door is wide open for other companies, including Tesla, to innovate.
Tesla has already been using CATL-made LFP batteries in its Model 3 and Model Y since 2021, especially in vehicles produced at Giga Shanghai. However, the Inflation Reduction Act of 2022 has made it clear that US-made batteries are necessary to qualify for certain tax credits. This is where Tesla’s new LFP development comes into play. By manufacturing these LFP batteries in the U.S., Tesla is positioning itself to avoid tariffs and further decouple from Chinese battery suppliers.
Tesla’s Innovative In-House LFP Production
Tesla is already working on a new method to produce these LFP batteries in-house, using the 4680 cylindrical battery cells. According to Drew Bino, Tesla’s former VP of Powertrain Engineering, this new production method will not only reduce costs but will also make it possible for Tesla to meet growing demand for LFP chemistry in both the U.S. and European markets.
Drew’s insights suggest that this new manufacturing process is scalable and will provide a more affordable alternative to Chinese LFP products, even before accounting for potential tariffs. This could make a significant impact on Tesla’s ability to produce cheaper electric vehicles, all while meeting rising demand for green energy solutions.
The Future of Tesla’s LFP Battery and Vehicles
Tesla’s move into LFP production is already taking shape. Evidence suggests that Tesla has been running pilot tests for the past three years, refining its approach to LFP cathode production. These tests have been crucial in getting ready for a full-scale rollout of these new batteries. In fact, reports from late 2024 suggest that Tesla is preparing to launch four new variants of its 4680 cells by 2026. One of these will likely be the “Workhorse” cell, expected to power Tesla’s Robotaxi, Cybertruck, Semi, and even a new Robo Van.
The introduction of these LFP-based 4680 cells is likely to coincide with the release of Tesla’s more affordable EVs, such as the Cybertruck and Semi, which will benefit from reduced costs and maintain price points well below $30,000.
Tesla Software Updates: A Sneak Peek at What’s Coming
Tesla isn’t just focused on hardware improvements. The company has a long history of delivering over-the-air software updates, and this trend is set to continue with some exciting new features for Tesla owners.
Supercharging Diner Experience
Tesla’s first Supercharging diner is almost ready, and with it comes a new app interface that allows drivers to order food and request other services directly from their phones while charging. This diner will also feature two massive outdoor LED screens, 24/7 supercharging, and even retro-style diner aesthetics. This futuristic diner has been in the works for years, and it’s finally nearing completion in 2025.
Ultra-Wideband Support
Tesla owners with Android phones will soon be able to enjoy Ultra-Wideband (UWB) support, a feature that improves phone tracking accuracy. This will lead to better performance of the phone key system, including hands-free trunk and frunk opening.
New App Features
Tesla’s iOS and Android app updates continue to improve the user experience. A new NFC prompt will help drivers when their phone key fails, and Tesla Insurance may soon offer discounts based on Full Self-Driving (FSD) usage.
Global Software Enhancements
Tesla continues to expand its software capabilities worldwide, with new updates for Chinese customers. For example, Tesla’s navigation system in China now includes more routing options and automatically directs drivers to nearby services when approaching highway service areas. Additionally, Supercharger bollards in China can now be controlled from inside the car, improving the charging experience.
Full Self-Driving (FSD) Advances
Elon Musk recently discussed the rapid progress Tesla has made in FSD technology, claiming that by Q2 2025, Tesla vehicles will have a safety record significantly better than the average human driver. As FSD improves, Tesla owners may see even more features like insurance discounts based on their usage of FSD.
The Road Ahead: A New Era for Tesla
With Tesla’s new 4680 battery update, increased production of LFP cells, and an ever-expanding suite of software updates, the future of electric vehicles looks brighter than ever. Tesla is not just advancing technology but also paving the way for more affordable, sustainable EVs while reducing dependency on foreign battery suppliers.
As we move closer to 2025, expect to see even more game-changing developments from Tesla—whether it’s new battery tech, innovative diner experiences, or safer, smarter vehicles. The Tesla revolution is only just beginning, and it’s exciting to be a part of it.
Read More:
1 thought on “Elon Musk’s Tesla Reveals Major Update on the 4680 Battery 2025”