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While CATL has demonstrated this technology in the lab and is planning small-scale production, mass manufacturing has not yet commenced. The initial implementation could be limited to Tesla's Model 3 and possibly other upcoming vehicles, with expectations possibly for Tesla's planned Model 2 or other lower-cost models.

Market Dynamics: Battery Price Trends and Global Supply

Morgan Stanley’s recent analysis highlights a clear trend: battery inventories are increasing in China, which contributes to a decline in prices. Lithium prices are falling consistently, and there's growing confidence that battery costs will decrease significantly across the EU and US markets.