Tesla is working with suppliers, including partner Panasonic, on a bigger cylindrical battery cell to increase efficiency and reduct cost. In fact, Tesla is already making some of the 4680 cells on its own.

Automakers are pushing new uses for hydrogen that may, in turn, fan demand for the fuel and spur the development of a refueling network that could support sales.

Solid-state power packs promise safety, cost, weight and performance improvements over today's lithium ion batteries. They could help bring larger trucks and SUVs into the EV segment.