Who are Tesla’s largest battery suppliers
Panasonic and LG Energy Solutions
Who do these suppliers have graphite deals with
NOVONIX
How much cheaper would Syrah’s graphite make Teslas EVs compared to Novonix graphite?
How much easier would Syrah’s graphite make Tesla’s batteries to build?
Deals with Novonix are making Syrah graphite appear obsolete - I hope this is not the case but the delayed commitment from Tesla makes everyone nervous
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