Part 6/10:
To assess the battery supply concern accurately, it’s vital to examine Tesla's production capacity from key partners. The Nevada Gigafactory is central to the supply of 2170 cells—critical for vehicles produced in the U.S. Estimates suggest the capacity for cell production in this facility exceeds 39 gWh, with recent expansions expected. However, as production demands from Tesla's U.S. vehicle lineup could exceed the projected supply, tension is likely to arise as demand increases.