Tesla's key suppliers include Albemarle Corporation, Glencore, Piedmont Lithium, Panasonic Holdings, LG Energy Solution and CATL. They span the manufacturers, raw-material providers and equipment makers across Tesla's supply chain.

Where does Tesla get its materials?

Tesla sources raw materials and components from suppliers including Albemarle Corporation, Glencore and Piedmont Lithium.

What equipment does Tesla depend on?

Tesla's supply chain relies on equipment makers such as Panasonic Holdings, LG Energy Solution and CATL.

Who are Tesla's customers?

Tesla supplies Intersect Power and PepsiCo, among others downstream in its supply chain.

What are Tesla's biggest supply chain dependency risks?

Tesla's supply chain has 2 flagged dependencies: CATL — equipment tier — This company operates under Chinese jurisdiction or Chinese ownership. Export controls or geopolitical tensions could disrupt supply overnight. Glencore — materials tier — State partnership increases political risk. The host government controls concession renewals — a strategic vulnerability for long-term supply.

How many companies are in Tesla's supply chain?

Make Sure I Know It maps 9 companies in Tesla's supply chain across four tiers: end customers, manufacturers, materials and equipment suppliers.

Tesla's Global Supply Chain

Electric Vehicles & Energy Storage

Tesla designs and mass-produces electric vehicles, battery energy storage (Megapack/Powerwall), and solar products — sourcing battery cells from Asian partners and critical minerals from global mining majors, while selling vehicles, trucks, and grid-scale storage to fleets and energy developers worldwide.

9 companies · Last updated Jun 15, 2026

9 companies

Last updated Jun 15, 2026

$328.58

TSLA · NASDAQ

Companies mapped

Listed companies

Risk flags

01End Customers2

02Manufacturer1

03Materials3

04Equipment3

Tesla's Global Supply Chain

Who supplies Tesla?

Key dependencies & risk

Tesla supply chain — frequently asked questions

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