"Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years. The update, disclosed in Tesla's Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells."
"In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production. The disclosure was highlighted on X by Bonne Eggleston, Tesla's Vice President of 4680 batteries, who wrote that "both electrodes use our dry process.""
Tesla confirmed that both the anode and cathode of its 4680 battery cells are now produced using a dry-electrode process, marking a major manufacturing breakthrough. The company demonstrated sustained production capability for dry cathode and dry anode methods, addressing long-standing industrialization questions. Tesla began producing battery packs for certain Model Y vehicles using its in-house 4680 cells, providing an additional supply vector to navigate complex supply chain challenges caused by trade barriers and tariff risks. The dry-electrode approach aims to simplify production, reduce factory footprint, lower costs, and improve energy density.
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