lol, CATL's first customer is Tesla. LG is also a major Tesla supplier. Idem for Pana and Samsung. Even BYD is expected to sell their cells to Tesla (under revi

lol, CATL's first customer is Tesla. LG is also a major Tesla supplier. Idem for Pana and Samsung. Even BYD is expected to sell their cells to Tesla (under review as we speak). These players are fighting for Tesla's contracts, and Tesla will keep buying all their batteries while adding their own production capacity (search for "project roadrunner"). What matters is 'who has access to the end customers' and to the best tech. Tesla has so much demand from grid operator that they can easily buy all the supply. They're just limited by their own production / assembly / installation capacity.