> First of, Tesla is buying massively from Panasonic, LG and CATL. i.e. competing with everyone else for the same pie > I can believe how little credit Tesla

> First of, Tesla is buying massively from Panasonic, LG and CATL. i.e. competing with everyone else for the same pie > I can believe how little credit Tesla is getting for literally turning into a battery company over just a few years. Their batteries are gone give them a huge advantage in margin. Probably because they aren't a very good battery company yet. they haven't even started mining or refining their own lithium, and they have yet to volume produce their own chemistry. > Tesla makes that many in less then 6 month. And there is a large difference between signing a supply agreement and actually getting it. The lithium industry had scaling problems and pretty much all expert suggest a shortage is coming. Tesla will have the exact same problem given they have no mining or refining operations. Even if their volume production goes well they will be fighting over the same lithium as everyone else. > For Ford to get all those materials, it requires a huge number of supply expedition projects to go correctly and that is not at all guaranteed. My understanding is that those supplies are pretty much entirely from 3rd party suppliers and don't include their in-house battery production which is slated to start later. But hey, maybe they lied to investors about the supply and if so they will pay the price. > Not sure where you got this from, but its false. Bloomberg Intelligence, and the actual claim is that they will outproduce them, not just have the supply to: https://www.bloomberg.com/company/press/volkswagen-to-overtake-teslas-battery-electric-vehicle-sales-crown-by-2024-finds-bloomberg-intelligence/ https://www.bloomberg.com/company/press/volkswagen-to-overta... > Andt Tesla has some of the most interesting research in that direction. I will believe it when I see anything from battery day 2020 materialize.