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 Li

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