Part 10/16:
Tesla’s battery supply chain remains a central topic. Under industry scrutiny, some analysts have pointed out that the company is battery-constrained, particularly with the 4680 cells. Elon Musk previously claimed that Tesla produces batteries cheaper than anyone else, and recent milestones suggest Tesla is scaling this production successfully.
However, there are ongoing concerns about tariffs and international sourcing. Tesla's previous reliance on batteries from China could face rising costs due to tariffs, which might impact their production. Still, Tesla’s strategic stockpiling and focus on scaling domestic production are viewed as ways to mitigate supply constraints.