Have you actually looked at the article I linked to? At present, the US currently produces 10% of li-ion batteries worldwide, while China produces 55%. For 2021

Have you actually looked at the article I linked to? At present, the US currently produces 10% of li-ion batteries worldwide, while China produces 55%. For 2021, US production is estimated to grow to about 17% while China grows to 66%. Chinese production grows faster than US production. The point I'm trying to make: Tesla doesn't seem to have a big advantage with Gigafactory, as there is plenty of worlwide production capacity other car companies could buy from. And that third party capacity grows faster.