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Friday, 22 October 2021 20:49

Tesla Explains its Cybertruck Exoskeleton Supply Strategy

Written by Maria Merano, Teslarati

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Tesla has been vocal about the supply chain challenges this year due to the COVID pandemic. At the recent earnings call, Wall Street analyst Trip Chowdhry from Global Equities Research asked about the Cybertruck’s stainless steel exoskeleton supplier. 

“Who is the supplier looking at if you look at the exoskeleton steel? Is the supply for that material sufficient for immediate ramp-up, say, in ’23, ’24 time for Cybertruck?” asked Chowdhry. 

 

Lars Moravy, Tesla vice president of vehicle engineering, answered Chowdhry’s question. He also provided some information about the Cybertruck’s development in terms of supply chain and production. 

 

“Yeah. Sure. So obviously, as we’ve noted in the past, we developed our own stainless-steel grade for the exterior of Cybertruck to meet both the durability and corrosion requirements required for an automotive world. With this raw material and others, as Drew mentioned, we continue to look at multiple sources,” Moravy replied. 

 

Previously, Teslarati reported about one Tesla steel supplier for the Cybertruck, Steel Dynamics. The Tesla steel supplier has a facility in Texas with an estimated worth of $1.7 billion. It is located only 167 miles from Tesla’s Gigafactory in the Lone Star State. Steel Dynamics plans to start operations at its Texas facility by the end of this year.

 

However, based on Moravy’s reply to Chowdhry, Tesla aims to receive steel supply from multiple vendors. 

 

“We have made some early sourcing decisions in that, but I think we’ll keep that one internal, and we’ve already begun the first casting-ins of that. Rolling stainless isn’t so different from pulling any other material," he said. "It’s just about...


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