No definites where Tesla is going but it looks like a variety of battery suppliers providing horses for courses.
I have a feeling Tesla hasn't either.
Perhaps turning the Model 3 into the Model T, earlier than I would have thought necessary is a a good move.
Make the Model Y the premium car.
That does mean he can catch a larger volume of the recovery.
AJM spod offers flexibility to meet for both Lfp and LiOH ( million mile battery) markets.
AJM Price at posting:
4.3¢ Sentiment: Buy Disclosure: Held
