Tesla 4680 cell cost breakdown

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This report includes: 

  • Detailed insights into the complex cost structure of the Tesla 4680 cell and how this varies by manufacturing location, courtesy of meticulous cell teardown data provided by About:Energy and the Fastmarkets Battery Cost Index
  • A comprehensive perspective of cell cost, breaking down the financial impact of components such as the cathode active material (CAM), anode active material (AAM), separator, electrolyte and others
  • The latest, market-reflective material cost calculations, derived from Fastmarkets spot pricing data
  • Visualizations of dynamic shifts in cell cost in recent history, influenced primarily by the recent volatility of battery raw materials
  • Simulations for local production of CAM and cells at a scale of 1 GWh/yr, with a 95% cell Q&A pass rate, additional yield losses and region-specific labor and energy costs
  • The report can be customized to align with your specific cell type and manufacturing parameters, ensuring a tailored, highly relevant analysis for your needs

Research team:
Muthu Krishna, cell cost model developer
Christina Ilieva, analyst
Robert Searle, analyst
Georgi Georgiev, analyst

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