Really thorough analysis on the battery tech and I appreciate you linking to all of the sourced articles.

The whole minerals and materials economy is something that I’m sure is a large constraint to all of their production. Nearly every rare earth metal is in super high demand with little supply and large environmental concern. Producers of batteries and renewables all grabbing what they can.

The folks at Teslas sharp and move fast. I imagine they’re having conversations around this if you’re able to conclude it externally.