Tesla To Launch Four New Battery Cells in 2026
According to an article published by The Information in early October, Tesla intends to introduce four new types of 4680 batteries in 2026. We already know that Tesla has been working hard on new batteries. The Cybercell - the upgraded 4680, is already a new design meant specifically to get the Cybertruck and future vehicles off the ground.
Tesla has also been working on Solid-State Batteries, but even with Tesla’s technological and engineering prowess, that technology is still quite far out.
The 4680 Cell
To put things in context, the 4680 cell is Tesla’s replacement for the older 2710 cells present in most Model 3s and Model Ys. Tesla has been producing these cells for a long time and has optimized them considerably, both in terms of scale of manufacturing and engineering.
But the tech behind the 2170 cell is old, and 4680 will be Tesla’s next leap forward. They previously tried with the much-maligned 4680 Model Y, but it was quickly pulled from sale. They tried again with the Cybercell—and that went much better. So much better, in fact, that Tesla is working on enhancing the Cybercell even further—using a Dry Cathode Process to make the cell easier and cheaper to manufacture.
The Trouble with 4680
According to The Information, an inside source at Tesla has said that Tesla is losing 70-80% of its anodes—one of the two parts that move electrons from the cell to the vehicle—in test production. Tesla has been working hard to solve this, and they recently demoed a Dry Cathode Process Cybertruck.
First prototype Cybertruck with in-house dry cathode 4680 cells – making it an all dry electrode vehicle pic.twitter.com/NzJxKQrRBp
— Cybertruck (@cybertruck) August 2, 2024
The 4680 cell is the next leap in large battery packs, but it's a difficult leap to make. Tesla is having trouble moving its research and development to engineering, but it's just a matter of time. Today, the 4680 is primarily made at the Fremont factory in California, but Tesla intends to move parts of its future battery chain production to a new area outside Giga, Texas.
With that new zone, they intend to establish the 4680’s dry cathode process production facility—to produce the 4680D Cell. According to Musk, that move will cut the 4680's production costs by nearly 30%.
The New Batteries
The four cells that Tesla plans to introduce in 2026 have some interesting code names. The first is “NC05.” The NC stands for New Cell, but we’re sure Tesla will come up with a witty name once it comes out of R&D.
NC05 Battery
This cell is intended to be the easy-to-manufacture cell that will power the Cybercab and will likely also power the lower-cost $25,000 model—which we’re still expecting to see sometime next year.
NC20 Battery
The next size up, the NC20, is intended to power Tesla’s SUV lineup and the Cybertruck. This will be a larger-format cell intended for moving larger and heavier vehicles and possibly optimized for towing—a constraint the Cybertruck, on its current 4680s, can find challenging in harsh winter conditions.
NC30 & NC50 Batteries
The NC30 and NC50 are the other two cells that The Information lists, but they’ll be drastically different. They won’t be using the standard cell materials that we’ve seen used up to this point. This is where the focus of Tesla’s R&D likely lies - they intend to introduce cells using silicon carbon into the anodes. Silicon Carbon, or SiC, can hold and move electrons faster than traditional anode materials.
These cells are likely where Tesla will make significant strides in both faster charging times and improved energy output. The advanced anode design, which allows for greater energy transfer, is poised to play a crucial role in Tesla's push for ultra-fast Supercharging.
The NC30 will eventually end up in the Cybertruck and Tesla’s future SUV lineup - maybe a refreshed Model X or Model Y.
The NC50, on the other hand, will be focused on performance and a smaller cell. It’ll power the new Tesla Roadster and likely Tesla’s performance models, such as the Plaid, Performance, and Beast variants.
The Information didn’t provide any information on whether Tesla will utilize this tech on its Powerwalls or Megapacks just yet, but it's likely that both of those two products will see further cost optimization and efficiency gains as well.
We’re excited to see where Tesla takes its battery tech in the future, as charging times and vehicle range are still one thing preventing the mass adoption of electric vehicles.
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