There are plenty of supply for 200km range and five year...

There are plenty of supply for 200km range and five year lifespan batteries in china.

For Tesla, panasonic have said they will be short if model y go into production 2020. Not including the pickup and semi. Now include Rivian, Ford , VW, Fiat, volvo, nissan/Renault/ Mitsubishi. With range of 400- 600km. You can do the maths. I don't no the those numbers but its alot. Ask yourself why the banks value GXY at 500m and pls 1.5- 2.5b. Galaxy has better margin,cash reserve and same mining life. Maybe its to do with trying to get out of 14% short position.