[kemiller]

Yup, 4 is the key. Lucid Air is being marketed as high end luxury car, so 113kwh is totally believable. But Tesla's first-mover advantage in this case is having locked down the battery supply chain necessary to scale. It seems that most of Tesla's competition is stalling for time while they wait for their battery suppliers/partners to catch up. I don't doubt at least some of them will get there eventually, but it should take a few years.

[baybal2]

I don't think Tesla has so much, if any advantage. Open market cell prices are very good.

[nick_kline]

Then why does every company say that they have production limitations based on availability? VW was saying that just a few months ago, and so was porsche. That's give as the reason why Audi and Jaguar have low volumes.