The tariff situation is showing how crucial it is for battery producton to be located within the US.
In this video I discuss the challenges Tesla is finding with the 4680. It is something that is in production but, on a relative scale, it is an insignificant amount so far.
▶️ 3Speak
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Tesla is producing it's own batteries? I did not know that, as I thought Tesla outsourced this.
The majority are bought from companies like Panasonic and CATL. The 4680 are produced in minimal numbers at the moment, causing the reliance on cells coming from China.
It is a point of vulnerability for Tesla especially for its Megapacks.
you are right, battery production should be within the US for the batteries to cost effective.