Tesla signs lithium carbonate supply deal for in-house LFP https://x.com/LimitingThe/status/1803542139827265554
It looks like Tesla's lining up a supply of Lithium Carbonate, which is usually used for LFP chemistries. That's as opposed to lithium hydroxide, which is used in high nickel chemistries. If this is accurate, looks like Tesla could be lining up lithium for in-house LFP production. I suspect this is related to the LFP production equipment that they're purchasing from CATL.