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Is There a Bottleneck to Tesla's Supply of Battery Cells?
The next few years are critically important for Tesla, because if they can grow at 50% or greater for the next few years, that gets them really deep into that S-curve. So it's, if there's a time when it was most important for Tesla to get that massive supply battery cells, it's right now. Now, deeper into the future, volume of material that they're going to require, I think, is going to shift the focus from refining to mining. But longer term we're talking, you know, past like 2025, 2026. They don't want to, but they may need to. It's kind of like whack-a-mole