Overview
- Samsung SDI said nothing has been finalized as discussions continue, and Tesla has not provided a comment.
- Reports describe about 10 GWh per year of LFP cells for Tesla’s Megapack and possibly Powerwall, with production planned at the Stellantis joint‑venture plant in Indiana.
- Coverage indicates supply could start in 2026 if the agreement is completed.
- The talks align with Tesla’s effort to diversify away from Chinese suppliers in response to U.S. tariffs and incentive rules.
- Samsung SDI is retooling U.S. EV battery lines for ESS and targeting roughly 30 GWh of domestic ESS capacity, and its shares rose sharply on the news.