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Yes. And if Tesla would move to block them from doing so, they would set themselves up for an anti-competition suite of epic proportions in all markets, from th

by hef19898 4y ago

Yes. And if Tesla would move to block them from doing so, they would set themselves up for an anti-competition suite of epic proportions in all markets, from the US over the EU all the way to China.

JumpCrisscross 4y ago
> if Tesla would move to block them from doing so Tesla is in no position to do so. They have a strong position in battery assembly, but zero direct presence in extraction or refining.
politician 4y ago
The problem of procurement is about access to Lithium and Nickel ores. Telsa has a joint partnership with a Nickel mine in New Caledonia and rights on mining Lithium in Nevada. GM, Ford don't and there is a global shortage, so I don't see them succeeding in battery production long term. If they source batteries from Panasonic, they're buying an inferior battery. If they source from Tesla, that's obviously positive for Tesla. https://www.bbc.com/news/business-56288781 https://www.bbc.com/news/business-56288781
- hef19898 4y ago
  If you hold a de-facto monopoly on certain taw materials, you are legally obliged to share it with competitors.
  - hef19898 4y ago
    Plus: Tesla's battery cells came for a very long time from Panasonic. So much for inferior tech.