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Tesla designs, manufactures and sells battery-electric vehicles (Model 3/Y/S/X, Cybertruck), stationary battery-energy-storage systems (Megapack, Powerwall), and is scaling in-house lithium-ion cell production (the 4680 format) alongside its established cell suppliers (Panasonic, LG, CATL).
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
US CBP bills of lading via ImportGenius supplier page (retrieved 2026-09-27): BoLs CMDUCHN2780625A and CMDUCHN2780625C, arrival 2025-11-04, Oakland CA; shipper BTR NEW MATERIAL GROUP CO., LTD., consignee TESLA; ARTIFICIAL GRAPHITE SHP-A, 9,042 kg gross each; port of lading China. BTR's anode plants are in Shenzhen and other Chinese provinces; Tesla's cell lines are in the US.
CATL and Tesla extended a battery-cell production and pricing agreement through December 2025; specific chemistries and purchase volumes were not disclosed and depend on actual orders placed.
Liontown ASX announcement, 6 June 2022: 'Liontown is to supply up to 150,000 dry metric tonnes (DMT) per annum of spodumene concentrate' from Kathleen Valley, and 'Tesla to purchase 100,000 dry metric tonnes (DMT) in the first year, increasing to 150,000 DMT per year in subsequent years.'
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
8 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1002 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Liontown ASX announcement, 6 June 2022: 'Liontown is to supply up to 150,000 dry metric tonnes (DMT) per annum of spodumene concentrate' from Kathleen Valley, and 'Tesla to purchase 100,000 dry metric tonnes (DMT) in the first year, increasing to 150,000 DMT per year in subsequent years.'
Lithium hydroxide contract of 63,000-88,000 t for 2021-2025, extended in Aug 2023 for 207,000-301,000 t. A new lithium carbonate order (June 2024) runs 2025-2027 via subsidiary Yahua Lithium Ya'an. Sales to Tesla totalled CNY 5.8bn by end-2023 per Yahua's annual report, as cited by mining.com.
USD 4.3bn supply of LFP prismatic cells made at LGES's Lansing, Michigan plant for Tesla Megapack 3 (assembled in Houston, TX), per pv magazine USA 2026-03-17 and energy-storage.news 2026-03-18 (both secondary). LGES first disclosed the contract in August 2025 regulatory filings with an unnamed overseas client; the US Department of the Interior then identified Tesla as the customer (reported 2026-03-17 in connection with the Indo-Pacific Energy Security Summit) — we did not retrieve the DOI statement itself, hence secondary, not primary-source. Production launch stated as 2027. No share-of-revenue disclosed. Stationary-storage (ESS) supply, not EV cells. Tesla has its own dossier (tesla-inc).
Tesla SEC 8-K names Panasonic as its automotive-grade lithium-ion cell supplier under a 2020 General Terms and Pricing Agreement, produced at the Gigafactory Nevada JV plant Panasonic operates there; this is Panasonic Energy flagship EV customer relationship, also referenced in this dossier body text. No share of Panasonic Energy segment sales attributable to Tesla is publicly disclosed by either party.
Solus CEO, on record, names Tesla and LG Energy Solution as copper-foil customers; no revenue share, volume, or receiving-plant detail disclosed.
The filing states Huayou signed a supply framework agreement with Tesla and entered its core supply chain for NCM precursor. This is the only OEM in the filing described as holding a direct contract — the other automakers named are end-use applications reached through cell makers. NCM precursor is a component, not raw nickel trade; the filing names no plant or delivery country.
KED Global reported a $2.91bn two-year high-nickel cathode supply deal (Jan 2024-Dec 2025), sized for roughly 300,000 EVs/year; deal value described as equivalent to L&F's full 2022 sales revenue (KRW 3.88tn). No share_pct of a specific period's sales stated in the source.
Syrah's Vidalia page lists Tesla as an AAM offtake customer (agreement executed Dec 2021). The page gives no share of sales; no share_pct stated.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇮🇩 ID accounts for 26% of severity-weighted pressure.