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Everything Tesla Batteries with Jordan Giesige of The Limiting Factor

Farzad Podcast

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Is the Battery Supply Chain Freed Up?

I think they have so much damn demand for these Model Ys that I don't think they're going to be doing a whole lot of standard range Model Ys for a while, because well, a they have all the nickel battery cells they need. So they may as well produce the higher margin vehicles. And that's been Tesla's modus operandi for years now as sell the most expensive vehicles that they can and then work down as they get more supplies. Maybe a while before we see an LFP Model Y in the US. But we'll see. What's what's been interesting to track here lately around around that sort of development of supply ramping up.

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