Part 4/8:
The conversation delves deeper into the strategic choices Tesla faces concerning the application of battery technologies. The company could use its lithium iron phosphate (LFP) cells for both mobile vehicles and stationary storage products. The marketing advantage of increased margins from stationary batteries might tempt Tesla to allocate resources there instead of prioritizing vehicle production.
Further complicating the situation are potential U.S.-China trade agreements affecting battery exports, with discussions about tariffs and mineral export restrictions looming on the horizon. Given the current political climate, many analysts remain skeptical that favorable trade agreements will materialize.