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+--- Thread: Tesla Stock Drops. There’s Bad News on Batteries. (/Thread-Tesla-Stock-Drops-There%E2%80%99s-Bad-News-on-Batteries)
Tesla Stock Drops. There’s Bad News on Batteries. - theold - 14-07-2025
Panasonic’s primary U.S. customer is Tesla and its global sales dropped about 13% year over year in the first half of 2025.
Panasonic is slowing its ramp-up of battery production in the U.S., according to Nikkei.
https://www.barrons.com/articles/tesla-stock-price-battery-panasonic-e50b67e3