This will be part of Tesla producting 1000-3000 GWh/year of 4680 batteries in total from Austin, Berlin, Shanghai and Nevada. They will also have supplier batteries from CATL, LG Chem, BYD and others.

Tesla will have so many 4680 batteries that they will not just go into Semi, Cybertruck and other cars but into stationary storage as well.

Iron LFP batteries are the better chemistry to use in stationary storage.

The logical conclusion is that Tesla will make iron LFP 4680 batteries for stationary storage.

The lithium iron phosphate battery [LFP, lithium ferro-phosphate] is a type of lithium-ion battery using lithium iron phosphate (LiFePO
4) as the cathode material, and a graphitic carbon electrode with a metallic backing as the anode.

They are lower cost, safer, low toxicity, long cycle life and other factors, LFP batteries are finding a number of roles in vehicle use, utility-scale stationary applications, and backup power. LFP batteries are cobalt-free.