August Battery data from CABIA: LFP 78.2% & NCM 21.5% among auto battery 99.96% LFP among ESS Overall 82.4% LFP & 17.4% NCM Total production reached 237 GWh (up 69.8% YoY & 8.8% Mom) Accumulated in 2026 1523.9 GWh, up 57% YoY Large battery pack per EV, more eHDT & ESS -> huge surge in demand for battery globally even if NEV sales is not increasing drastically.

Our first Megapacks with Made-in-America LFP cells are on their way to customers! 🇺🇸 These domestic cells are manufactured at our facility in Sparks, Nevada and integrated into Megapacks from our Megafactory in California. This is a significant milestone for domestic cell manufacturing and energy security