Measuring What Matters Tesla vehicles’ all-in emissions per mile Capacity retention of Tesla vehicle batteries Our upcoming factories will set a new standard are significantly lower than ICE vehicles’ averages ~90% after 200,000 miles of usage for low energy and water usage per vehicle Average Lifecycle Emissions in U.S. (gCO2e/mi) Tesla Model S/X Battery Capacity Retention per Water Withdrawal Intensity in Vehicle Manufacturing 3 Distance Traveled (m /vehicle) 500 100% 5 400 80% 4 Cell Manufacturing 300 60% 3 200 40% 2 100 20% 1 0 0% 0 Model 3 Model 3 Model 3 Model 3 Avg. Mid-Size 0 25 50 75 100 125 150 175 200 GF BMW GF Tesla FCA Industry VW Ford PSA GM Toyota Daimler Ridesharing Use Personal Use Ridesharing Use Personal Use Premium ICE Berlin Texas (2020) Avg. Group (cars) (solar charged) (solar charged) (grid charged) (grid charged) Distance Traveled (thousands of miles) (est.)* (est.)* Manufacturing Phase Use Phase Standard Deviation Retention Global energy generation from Tesla-installed Commodities we use are sourced responsibly We are a majority-minority company solar panels far outpaces our total energy use and as locally as possible Cumulative Energy Produced by Tesla Solar Panels vs Tesla 2020 Supply Chain List of Miners & Refiners for Purchased Cobalt Materials Underrepresented Communities 25.000 Consumed by Tesla Factories Cobalt Miner & Refiner Representation in our U.S. Workforce Battery Supply Chain Sourced from Supplier RMI 20.000 DRC Classification* Yes Umicore Finland Oy (Finland) Conformant 20% 10% 24% 7% 32% 15.000 No Murrin Murrin Nickel Cobalt Plant Conformant Gigafactory (Australia) Asian Black Hispanic Additional White 10.000 Nevada and No Norilsk Nickel Harjavalta Oy (Finland) Active Groups Fremont Harima Refinery, Sumitomo Metal external cell No Mining (Japan) Conformant 5.000 sourcing Underrepresented Communities in Leadership No Sumitomo Metal Mining (Japan) Active Representation in our U.S. Workforce 0 No Guandong Fangyuan Environment Co. Not Listed Ltd. (China) 24% 4% 4% 1% 59% -5.000 Yes Kamoto Copper Company (DRC) Conformant Gigafactory 2012 2013 2014 2015 2016 2017 2018 2019 2020 Shanghai Yes Guizhou CNGR Resource Recycling Active Asian Black Hispanic Additional White Industry Development Co., Ltd. (China) Groups Energy Consumed (GWh; fossil)* Energy Consumed (GWh; clean)* Fremont in- Yes Kamoto Copper Company (DRC) Conformant Energy Produced (GWh) house cell Quzhou Huayou Cobalt New Material production Yes Co., Ltd. (China) Active 6