Toyota's battery consumption is pretty high all else considered, thanks to Prius, Rav4 Prime, etc. etc. etc. No pure EV, but plenty of opportunities to establis

Toyota's battery consumption is pretty high all else considered, thanks to Prius, Rav4 Prime, etc. etc. etc. No pure EV, but plenty of opportunities to establish a relationship with Panasonic. In any case, my point remains clear. There's no kg/watt-hr advantage that Tesla holds here. Panasonic is the owner of the chemistry. Its Panasonic that's key to this relationship. And if not Panasonic, then CATL, the Chinese company Tesla has partnered with for Gigafactory Shanghai. In both cases, Tesla does NOT own the chemistry. That's a huge deal to anyone trying to pretend that "Tesla is an energy company" or other such claims. ---------- The energy companies are Panasonic and CATL in this relationship. These are the companies people should be focusing on. Moving into Utility scale, the bulk of the manufacturing problem is once again, CATL (for pushing LiFePo4 chemistry), or Panasonic (for the other Li-ion chemistry Tesla uses). EDIT: It does seem like LiFePo4 is the push for utility-scale, while the Panasonic one looks increasingly obsolete in comparison. But there are very high tariffs on CATL cells for USA's use at least. I do believe there are some non-Chinese LiFePo4 producers selling in the USA's market. EDIT: But its _these_ issues that are currently plaguing the utility market today. I'm not really sure if Tesla is on top of its utility game. Or if the Panasonic relationship is even relevant (especially due to the current trend of LiFePo4 vs other Li-ion chemistries).