Cybertruck一再跳票后，特斯拉大砍高镍电池材料订单，韩国L&F供货合同缩水99%

Group 1 - Tesla's Cybertruck project has faced continuous delays, significantly impacting its supply chain, particularly affecting L&F, a South Korean battery materials supplier [1][2] - L&F's supply contract with Tesla, originally valued at 3.83 trillion Korean won, has been drastically reduced to 973 million won, marking a 99% decrease due to changes in supply volume [1] - The high-nickel cathode materials were intended for Cybertruck batteries, with supply originally scheduled from January 2024, but delays in development and a shift in consumer preference towards Model 3 and Model Y have limited actual supply [1][2] Group 2 - L&F planned to supply high-nickel cathode materials to Tesla over the next two years, which are crucial for enhancing battery energy density [3] - The company stated that adjustments to production plans were necessary due to changes in the global electric vehicle market and battery supply conditions, making the contract revision unavoidable [3] - L&F emphasized that the shipment volume of its flagship high-nickel products and supply to major Korean battery manufacturers, including LG Energy Solution, remains unaffected [3]