StealthP3D
Well-Known Member
I think it is more likely Tesla will seek to scale and dominate world EV battery production than partner and sell whole powertrains to ICE manufacturers. Tesla's mission is to speed the transition to renewable energy. To varying degrees all the major ICE manufacturers are hamstrung as to how rapidly they can ramp their EV offerings by limited supply of advanced EV batteries. Those that are serious are beginning to plan and build giga scale battery factories with partners but I don't believe the quantities they need to meet their stated goals for X million EV by year Y are on track to meet the ambitious goals. IMO Tesla can force the transition faster by providing the huge amount of needed batteries than by also taking on building millions of power trains above and beyond what they need for their own growth.
Long term it is likely better to let the ICE companies compete and push each other to be second best behind Tesla. That will also ensure that Tesla continues to sell better vehicles that command the higher margins.
Tesla could end up the battery manufacturer/ supplier of 90% of every EV sold. That could be very profitable.