EVNow
Well-Known Member
Your alias says you are a J Petersen Fan, is that correct ?They were cell-constrained in early-to-mid Q3. Then Panasonic added several cell lines since then, and is guiding for 35 GWh annual production capacity by the end of March. Again, just doing simple math together with Tesla's guidance is giving me significant excess capacity. Either they have hugely lowballed their annual Model 3 and Tesla Energy production, or there is something else requiring that excess cell production.
Nonsense from John Petersen
ps : While you are at it, can you also tell us whether you are Long/Short on TSLA ?
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