Part 7/10:
Internationally, Tesla sources cells from LG Chem for its long-range vehicles sold in markets overseas. The supply from LG Chem seems stable, and there are continuous improvements in production capacities leading up to 2025. However, the U.S. market’s demand for 2170 cells could pose a challenge if additional sources and capacities aren't secured promptly.
Navigating Prismatic Cell Dynamics
In terms of prismatic cells, which are increasingly becoming central to Tesla's product lines, particularly the Mega packs and Power walls, confusion surrounds the perceived constraints. Elon Musk’s caution about reallocating resources between mobile and stationary applications raises questions about the company’s inventory and how effectively it can respond to demand spikes in various sectors.