✅ Confirmed
Software
Update
Tesla keeps Syrah graphite partnership alive after months of negotiations
Tesla and Syrah Resources have avoided termination of their graphite supply agreement after nearly a year of uncertainty. Tesla officially withdrew its notice of intent to terminate after accepting that Syrah demonstrated the ability to produce active anode material (AAM) samples meeting Tesla’s technical requirements. The 2021 agreement calls for Syrah to supply 8,000 metric tons of graphite annually over four years. Syrah’s Vidalia, Louisiana plant is the only large-scale vertically integrated facility outside China processing natural graphite into battery-grade material, critical for Tesla’
- Tesla accepts Syrah meets technical requirements for graphite AAM
- 2021 agreement for 8,000 metric tons annually over four years
🔎 Why it matters: The final version of active anode material (AAM) produced at Vidalia is key to Tesla’s independence from the Chinese supply chain.
📈 Upside: Tesla acknowledges sufficient progress toward final qualification of Vidalia’s graphite.
📉 Risk: Tesla retains the right to terminate if final qualification of AAM is not achieved.
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