Tesla is critically backlogged on a very profitable and important product, the Tesla powerwall. It uses 18650s. Tesla does have production of 4680s occurring now. Have had for some months. The possibility exists that Tesla will accept dramatically lower production and shipment rates on the model S and model X for some months, maybe even years, in order to gain the production of 18650s that could go into the power walls for that use.
Thoughts?
Thoughts?