From the Tesla quarterly call...
Elon Musk
Sure. The challenge really is battery cells scarcity. As far as the additional storage is concerned, we basically need an up-sell to support the vehicle production as well as to full power on Powerpack. Last year, in order to have enough cells for Model 3, we actually had to convert all of the lines of the Gigafactory to produce cells just for Model 3 as opposed to Powerpack. So we are essentially scrounging cells from all around the world to continue some level of production on the Powerpack.
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