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Comment by danhak

At this stage, no automaker will be able to seriously compete with Tesla without securing 50+ GWh / yr. in battery supply. Tesla’s lead in building such capacity is 3.5 years and counting.

Bidding for for LG’s scraps is not a viable strategy.

VW group has been leading the world in electric vehicle press releases while Tesla has secured control of half the world’s lithium ion battery supply and crushed every “Tesla killer” — Bolt, Volt, Leaf, i3, ELR - and is pulling away from the pack at an ACCELERATING pace.

Time to put up or shut up.

parent danhak 8 years ago

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