TLG - Media, page-5154

This is a quote from Musk in that article.

"Now at the same time, we are actually trying to have our cell supply of partners ramp up their supply as much as possible. So this is not something that is to the exclusion of suppliers. It is in conjunction with suppliers. So we want to be super clear about that. This is not about replacing suppliers. It is about supplementing the suppliers. So…and we have a very strong partnership with CATL, with Panasonic and LG. And we would…our request to our strategic partners for cell supply is, please make us…please supply us with as much as you possibly can. Provided the price is affordable, we will buy everything that they can make.”



I think what i stated is confirmed, Tesla is going to suck up as much battery supplies as they possible can.

Just to restate this as it seems people have forgotten...their is going to be a huge deficit of AAM in the coming years. Companies are going to be fighting over access to the supply chain of battery material's.

Talgas grahpite resource is one of a kind and deemed of national interest in its suitability for AAM poduction.

TLG have the lowest carbon footprint of any AAM producer in the world.

Their is currently zero production of natural graphite in europe, the place in the world who is electrifying the fastest (outisde china) with strong national and e.u. support.

The demand is real and our supply is world class, if your patient and believe it will be permitted then you should be accumulating as much as you can.

p.s. cat dog I know you know all the above, just general statements...when i start talking about TLG a bullish rant is inevitable.