--- title: "Major breakthrough in lithium batteries! Musk: Tesla achieves large-scale production of dry electrode batteries" description: "Tesla CEO Elon Musk confirmed that the company has conquered and achieved the large-scale production of dry electrode technology, which he described as a \"significant advancement\" in lithium battery p" type: "news" locale: "en" url: "https://longbridge.com/en/news/274496595.md" published_at: "2026-02-02T09:53:22.000Z" --- # Major breakthrough in lithium batteries! Musk: Tesla achieves large-scale production of dry electrode batteries > Tesla CEO Elon Musk confirmed that the company has conquered and achieved the large-scale production of dry electrode technology, which he described as a "significant advancement" in lithium battery production technology. This technology eliminates traditional toxic solvents and expensive drying steps, significantly reducing manufacturing costs and energy consumption, and is expected to enhance battery energy density and lifespan. This will provide key support for Tesla to consolidate its cost and efficiency advantages in the electric vehicle and rapidly growing energy storage businesses Tesla CEO Elon Musk confirmed that the company has overcome key technical bottlenecks in lithium battery manufacturing and successfully achieved large-scale production of dry electrode technology. This breakthrough is described by Musk as a "significant advancement" in lithium battery production technology, marking a critical step for the electric vehicle industry in reducing manufacturing costs and improving production efficiency. Musk stated on the social media platform X that transitioning the dry electrode process from the laboratory to large-scale production is highly challenging and an "extremely difficult" task. He specifically congratulated Tesla's engineering, production, supply chain teams, and strategic partners, confirming that the company has resolved this long-standing technical issue that has plagued the battery industry. As this news was released, Tesla's energy storage business is showing strong growth momentum, and the implementation of dry electrode technology is expected to further strengthen its competitive advantage in the energy storage and electric vehicle sectors. Although Tesla's stock price rose 3.32% to $430.41 at Friday's close, it fell 1.65% in after-hours trading, with the market closely monitoring the potential impact of this technological innovation on future profit margins. Tesla further elaborated on the commercial value of this technology, noting that the dry electrode manufacturing process can significantly reduce costs and energy consumption, greatly simplify factory processes, and "greatly" enhance scalability. **This advancement means that Tesla may have lower capital expenditure requirements and greater production flexibility in future battery capacity expansions.** ## **Large-Scale Production: From "Impossible" to Reality** The core of this breakthrough lies in solving a technology that has long been viewed as difficult to mass-produce in the industry. Social media user @tslaming shared Tesla's related patent documents on X, which prompted Musk's confirmation response. @tslaming pointed out that the battery industry has long considered large-scale production of dry electrodes to be impossible, viewing it as an unscalable "laboratory trick." However, Tesla's latest patent application shows that the company has locked in the "secret formula" for dry electrode manufacturing. Musk emphasized the difficulty of achieving this goal in his response, calling it a major breakthrough in lithium battery production technology. The successful implementation of this technology breaks the reliance on wet solvent coating processes in traditional battery manufacturing and validates the feasibility of dry processes in industrial production environments. ## **Technical Advantages: Lower Costs and Higher Efficiency** According to information disclosed by Tesla's official sources and patents, the dry electrode process has significant cost and environmental advantages over traditional wet processes. In short, this process eliminates the need for toxic wet solvents such as N-Methyl-2-pyrrolidone (NMP), which typically pose significant risks to the environment and human health. In traditional processes, electrode coating requires the use of wet solvents, followed by the need for large drying ovens. The dry electrode process, on the other hand, directly applies active materials to the electrode using heat or pressure. This method not only simplifies the manufacturing process and eliminates expensive drying steps but also reduces energy consumption and factory footprint. Additionally, this technology brings performance improvements. Relevant patents indicate that Tesla has designed a pure dry cathode that can provide maximum energy with minimal binder (as low as 1.25%), thereby enhancing the battery's energy density, range, and performance. At the same time, this process better maintains particle integrity, extending battery life (for example, retaining about 90% capacity after 2000 cycles). ## **Business Background: Growth in Energy Storage and Challenges in Vehicle Sales** This technological breakthrough comes at a critical time for Tesla's business development. The company's fourth-quarter financial report shows that its energy storage business continues to grow steadily, with annual energy storage deployment reaching 46.7 gigawatt-hours (GWh). As early as the third quarter, Tesla's energy storage revenue recorded a year-on-year surge of 44%, reaching $3.4 billion. **The application of dry electrode technology is expected to further support the low-cost and efficient manufacturing of electric vehicles and grid storage products.** However, Tesla faces certain pressures in vehicle sales. Data shows that in December 2025, Tesla's sales in the European market were 35,280 units, a 20.2% decrease compared to 44,190 units in the same period of 2024. In **this context, reducing the cost of core components through technological innovation is particularly important for Tesla to maintain market competitiveness and profit margins.** **According to BenzingaEdgeRankings data, Tesla currently scores well on momentum indicators, and the long-term price trend is favorable.** ### Related Stocks - [TSLR.US - GraniteShares 2x Long TSLA Daily ETF](https://longbridge.com/en/quote/TSLR.US.md) - [TSLA.US - Tesla](https://longbridge.com/en/quote/TSLA.US.md) - [TSLT.US - T-Rex 2X Long Tesla Daily Target ETF](https://longbridge.com/en/quote/TSLT.US.md) - [TSLL.US - Direxion Daily TSLA Bull 2X Shares](https://longbridge.com/en/quote/TSLL.US.md) - [TSL.US - GraniteShares 1.25 Long TSLA Daily ETF](https://longbridge.com/en/quote/TSL.US.md) - [TSLG.US - Leverage Shares 2X Long TSLA Daily ETF](https://longbridge.com/en/quote/TSLG.US.md) - [TESL.US - Simplify Volt TSLA Revolution ETF](https://longbridge.com/en/quote/TESL.US.md) - [TSDD.US - GraniteShares 2x Short TSLA Daily ETF](https://longbridge.com/en/quote/TSDD.US.md) - [TSLQ.US - AXS TSLA Bear Daily ETF](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK - XI2CSOPTSLA-U](https://longbridge.com/en/quote/09366.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 官方 Slate 卡車的定價將在六月底公佈 | Slate Auto 將於六月底公佈其經濟型電動皮卡 “Blank Slate” 的定價。首席執行官 Chris Barman 表示，基礎型號的起售價將在 2 萬美元中段。與其他電動汽車初創公司不同，Slate 的皮卡將不提供選項，允許買家 | [Link](https://longbridge.com/en/news/276389542.md) | | 陸路交通管理局（LTA）表示，為特斯拉 OBU 定製的電池組符合國際安全標準 | 新加坡陸路交通管理局（LTA）確認，特斯拉車載單元（OBUs）定製電池組符合國際安全標準。這是針對特斯拉車主俱樂部提出的關於外部鋰電池系統安裝的安全擔憂作出的回應。LTA 澄清，外部電池並非持續充電，並符合安全規定。從 2027 年 1 月 | [Link](https://longbridge.com/en/news/276526352.md) | | 馬斯克公司在市議會會議上的抵制提案變得既奇怪又諷刺 | 加利福尼亞州戴維斯市舉行了一次市議會會議，討論了一項禁止與埃隆·馬斯克公司簽訂合同的提案。該提案旨在結束與馬斯克控制的公司的合作，但市議會成員承認馬斯克的 Starlink 項目對緊急服務的好處，這使得提案顯得諷刺。儘管社區對馬斯克的影響力 | [Link](https://longbridge.com/en/news/276358031.md) | | 隨着機器人出租車的推動力增強，馬斯克公佈了特斯拉 Cybercab 的價格 | 馬斯克公佈特斯拉 Cybercab 價格，機器人出租車推動力度加大 | [Link](https://longbridge.com/en/news/276393415.md) | | 特斯拉在印度不僅限於車輛業務，正在推動人工智能領域的招聘 | 特斯拉正在通過招聘兩個關鍵的人工智能相關職位來擴展其在印度的業務：人工智能硬件工程師和站點可靠性工程師。人工智能硬件工程師的角色將專注於為特斯拉的全自動駕駛技術設計先進的芯片，而站點可靠性工程師將維護用於機器學習和自動駕駛開發的高性能計算集 | [Link](https://longbridge.com/en/news/276517340.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.