Since nobody has answered, here is my take on the Volkswagen-Samsung deal. - Samsung got a better offer from somebody else du to high demand - Or: The prices

Since nobody has answered, here is my take on the Volkswagen-Samsung deal. - Samsung got a better offer from somebody else du to high demand - Or: The prices of raw material have increased due to high demand and Samsung needs to raise prices to be profitable. - Volkswagen is unable or unwilling to match that higher price. - To save face, Samsung is still delivering some of the capacity to the originally agreed-on price. In other words, prices for batteries are rising and they are making it hard to produce EVs at the competitive prices that Volkswagen had in mind. Let’s hope that this is a temporary situation and that supply is elastic enough to make prices fall again in the mid term. Or else, the EV revolution is in trouble :/