TSLA · 10-Q · 2026Q3 · Full report

Supply Chain Constraints & Diversification

Tesla, Inc. · 2026-10-22 · Importance 37 · Surprise 42

Tesla is pursuing vertical integration and localized procurement across battery, semiconductor, solar and material supply chains to improve cost, availability and production resilience. The company continued battery and material-factory ramps, including cathode material and lithium refining in Texas, and shipped its first Megapack using LFP cells manufactured at Gigafactory Nevada in the third quarter. Tesla noted that component constraints, labor shortages, tariffs, export controls and supplier liquidity could restrict availability or increase costs, particularly for energy storage battery cells.

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