Wall Street Journal article Wednesday says Stellantis bargaining with Panasonic to build a USA Li battery plant.
Stellantis already has contracts with both LG and Samsung on Li battery plants and purchases.

In the past Tesla and Panasonic were “joined at the hip” on Li batteries, but Tesla is now buying a portion from non-Panasonic suppliers.

Panasonic’s new 4680 Li battery is mentioned, which is 46 mm in diameter and 80 mm high.
Musk has previously praised the potential of this battery.