Another take is that Panasonic’s GF1 venture isn’t very profitable, so they’re unwilling to do more with Tesla. They may expand production, but only at a moder

Another take is that Panasonic’s GF1 venture isn’t very profitable, so they’re unwilling to do more with Tesla. They may expand production, but only at a moderate pace and only after seeing sustained demand. That’s why Tesla is abandoning them for China.