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The Hyundai Kona Electric and Kia e-Niro are great EVs, and would be really strong competitors to the Model 3, but Hyundai/Kia can't hardly manufacture any of them because they can't secure a decent supply of battery packs. Whereas Tesla has the gigafactory.

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On which Panasonic pulled the brakes.

Theoretical capacity of the gigafactory is currently 35GWh/year, current production is 26GWh/year. Panasonic has stopped increasing the theoretical number to concentrate on getting the actual number up to the theoretical number.

So pulling the brakes on further investments.

Which is not the same as pulling the brakes on current very significant production

No brakes pulled whatsoever. They're discussing about further expansion beyond 35gwh.

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