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While current projections hint at an increase in vehicle production by over 60%—potentially achieving around 3 million vehicles in 2025—Tesla faces challenges in battery supply. Analysts noted the importance of addressing these constraints, which Musk acknowledged, citing a strategic push to secure lithium supplies.
The discussion also looked forward to innovative battery technologies and reduced manufacturing costs expected to emerge from their new U.S. operations. Ensuring a stable battery supply chain is deemed vital for Tesla’s growth trajectory.