I didn't hear them mention graphite. On a more sour note chips and Covid have hampered production this current qtr and the one just gone.
Interestingly, Tesla smashed guidance because the US regulatory credits. An extra 300m because of the recent change in requirements. Hopefully this spurs on GM, Ford and everyone else to get a wriggle on. In the meantime it can only aid Tesla's pace of ramp for Texas and Berlin. Rumour has it that Berlin will be 1000 a week in coming weeks and Austin can app add a 2170 line to increase production, if needed.
things are looking very good.
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