Tesla doesn’t have a fully integrated battery supply chain, though.
Panasonic, LG, CATL, BYD, etc are going to be the leaders in the battery supply chain from what I can tell, and the legacy manufacturers will be able to buy from them just fine.
Panasonic, LG, CATL, BYD, etc are going to be the leaders in the battery supply chain from what I can tell, and the legacy manufacturers will be able to buy from them just fine.
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