Naturally. It's all LFP from china. Margins at 24% seems mad for these megapacks. Heard on the call that they still had plenty of levers to pull for megapack savings too... I'm sure analyst models have underestimated this demand.
The good thing is that it is growing a lot quicker than cars so will quickly impact the broader cell demand.
interested to find out where our graphite goes. Is it only for the model Y in Texas?
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Naturally. It's all LFP from china. Margins at 24% seems mad for...
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