Modeling Tesla's battery supply

[fiveyearsahead]

Hey everybody,
I've been working on modeling Tesla's battery supply from different suppliers. This video outlines how I arrived at my numbers and the resulting projections for this year. I hope some of you will find it useful. If anyone can point me to any information to make it more accurate I'd really appreciate it.

Here's the video providing an overview:

and here's the spreadsheet if you'd like a closer look: Tesla battery supply model by @FiveYearsAhead