特斯拉Cybertruck失败重创供应商 韩电池公司合同额暴降99%

Core Viewpoint - L&F Co, a South Korean battery materials company, significantly reduced its supply contract with Tesla due to various issues, including delays in the Cybertruck development and changing consumer preferences [1] Group 1: Contract Details - L&F's supply contract with Tesla was initially valued at 3.83 trillion KRW (approximately 26.7 billion USD) but has been drastically cut to only 973 million KRW (about 6,779 USD), representing a 99% reduction [1] - The change in supply quantity is cited as the primary reason for the drastic reduction in the contract value [1] Group 2: Supply Issues - L&F was originally scheduled to supply high-nickel cathode materials for the Cybertruck's battery from January 2024, but the actual supply has been minimal due to delays in the Cybertruck's development [1] - Consumer preference has shifted towards Tesla's Model 3 sedan and Model Y SUV, further impacting L&F's supply volume [1] Group 3: External Influences - The contract has also been affected by macroeconomic policies and issues, including the cancellation of subsidies under the U.S. Inflation Reduction Act [1]