The US government has officially confirmed that Tesla is the customer behind LG Energy Solution’s massive $4.3 billion lithium iron phosphate (LFP) battery supply contract — ending months of speculation since LG first disclosed the deal last July.

In the race to make EVs more affordable, there are two clear winners in 2026: the Tesla Model Y and Chevrolet Bolt.

Bank of America is making two bold, contrasting bets on the future of transportation: BofA reinstated Tesla with a Buy rating and a $460 price target, calling it the current leader in consumer autonomy,