Key Takeaways TSLA's 4680 battery supply deal with L&F was cut from $2.9B to$7,386, a nearly 99% reduction.Tesla said slower EV demand and 4680 cell ramp issues meant it needed far less high-nickel cathode material.TSLA's Cybertruck uses 4680 cells but sells ~20k25k yearly vs 250k capacity, driving discounts and 0% APR.Electric Vehicle (EV) giant Tesla’s (TSLA) Cybertruck plans have suffered a major setback after South Korean battery materials supplier L&F Co announced that its 4680 battery deal has been r ...