Part 7/16:
Attention was also given to Tesla’s operations in China. With recent discussions around tariffs and supply constraints, Tesla’s ability to scale battery production—particularly the 4680 cells—remains critical. Interestingly, recent reports indicated Tesla’s Texas factory reached a milestone as the world’s lowest-cost producer of battery cells per kilowatt-hour—a monumental achievement that could give Tesla a competitive edge, especially against rising tariffs elsewhere.