petit_bateau
Active Member
- If Fremont 3 is down for a while that may reduce their LFP take in Q1. That is not what Troy is indicating, maybe he has better info.It‘s possible the current IRA subsides in effect are leading to China LFP battery capacity being shipped to Fremont for US Model 3 production in Q1, to maximize output/profits before the battery sourcing requirements come into effect in March April (whenever they are clarified). This would presumably lead to less China output in Q1 (but increased Fremont M3 output), and would make Q1 a perfect time for further China M3 line upgrades.
Any reason why this couldn’t be happening?
- If Berlin ramps well, then that may increase their LFP take throughout the year. Again that is not what Troy is indicating, and again he may have better info.
- If any debottlenecking occurs in Shanghai (which to be fair we have no indication that it will) then that would increase their LFP take. Troy thinks not.