Tesla are still selling more EV'S than any other manufacturer.
Just been looking at the progress updates of the refinery in Texas on X etc.
End of 2024 is looking plausible for startup.
It doesn't look like the spod will be coming from Brazil or Mexico as mooted in 2021 2022 and 2023.
The chances are very high that Tesla will just have to keep buying the spod from NAL for the refinery or ship it in from OZ.
Tesla are still selling more EV'S than any other manufacturer....
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