From The Limiting Factor.

In the Q4 earnings call Elon Musk said that Tesla faces battery constraints this year. Today, I’ll do some analysis to look at what exactly Elon may have meant.

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*Timeline*
00:00 Introduction
00:53 Elon’s Comments about Battery and Cell Constraints
03:37 High Nickel Cylindrical Cell Supply
12:55 Prismatic LFP Cell Supply
16:58 Summary

Intro Music by Dyalla: Homer Said