Part 9/10:
As it stands, Tesla’s cylindrical battery production from its in-house lines and contracted suppliers should suffice for immediate production demands. However, as they progress throughout 2024 and consider future models, a more nuanced overview of battery supply will be paramount. Should additional constraints surface as vehicle and product lines expand, the viability of Tesla's growth could hinge significantly on how rapidly it can adapt its battery supply chain.
Understanding the intricacies of these supply dynamics will be crucial for Tesla’s investors, especially with projections indicating a sharp rise in production capacities. The upcoming months will be telling in whether Tesla’s battery supply constraints can be effectively alleviated.