Yes, this is HUGE in my opinion. I'm sure it won't get publicized much, but this was my biggest concern, not getting enough batteries to raise production. It seemed like it would have been very difficult for them to switch battery suppliers or add a new battery supplier based on the unique chemistry they had developed so far with Panasonics batteries.
However, any other of the 1000 or so unique parts that are supply constrained i could imagine that they easily replace the supplier or build in house themselves.
im so much more comfortable now heading into the next 2-3 years (leading up to Gen III) that they will be able to produce over 100k Model S/X per year globally bc I think the demand will be there (best car and safest car).
There will have to be another huge ramp up by Panasonic at sme point in the next 2-3 years before Gen III I think in order to do 500k+ per year for Tesla, but that will come I think once Panasonic starts seeing the growing profits from doing enough to sustain 500-100k Model S/X per year. I can imagine TSLA buying Pamasonic at some point in the future when their market cap gets over 100bn.
Bottom line is I am much more comfortable to hold onto the stock now through this short term volatility that's almost impossible to predict. Now the question for me is how to get out of all my deep ItM options and transition into holding the stock....need to do it efficiently for tax and margin purposes while holding the maximum exposure to TSLA I can still.
