Disagree with this point, Chinese battery suppliers have enough NCM capacity such as CATL and EVE, Tesla can buy NCM cell from these suppliers. EVE and CATL will also produce 4680 this year.
What cells? There aren’t enough nickel based cells for Tesla. LFP is likely earmarked for the Chinese EVs. This company’s growth depends on 4680.
Almost 4GWh per year
Congrats to the 4680 cell team on achieving 868k cells built in the last 7 days—equal to 1k+ cars! 🔋
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