Rob, thanks for posting this.
Definitely agree with grain of salt sentiment.
That said, I'll add more speculation . It makes sense that they are talking with Samsung, however near or close to an agreement. I think any negotiations are likely more driven by the need for future GFs than S/X. Joining in on GF1 was a very big move for Panasonic. Elon's admitted general references to future growth seem to imply GF2, GF3 perhaps in development before GF1 fully operational. If Panasonic doesn't want to move that fast, call Samsung. If Tesla were to do GF(s) with Samsung, it would make some sense to collaborate on some S/X battery supply rather than cold starting partnership with a GF size project.
Definitely agree with grain of salt sentiment.
That said, I'll add more speculation . It makes sense that they are talking with Samsung, however near or close to an agreement. I think any negotiations are likely more driven by the need for future GFs than S/X. Joining in on GF1 was a very big move for Panasonic. Elon's admitted general references to future growth seem to imply GF2, GF3 perhaps in development before GF1 fully operational. If Panasonic doesn't want to move that fast, call Samsung. If Tesla were to do GF(s) with Samsung, it would make some sense to collaborate on some S/X battery supply rather than cold starting partnership with a GF size project.