[justapassenger]

It’s a temporary state. There’s nothing at the core that would make batteries not a commodities, production just needs to pick up (and both suppliers and raw materials producers are making huge investments to make that happen). Plus we’re in a weird state where COVID supply chain issues and overheating of economy makes it very hard to reason about true state of the market.

But please tell me who has that competitive advantage? Tesla? They’re Panasonic/CATL shop, with negligible amount of in house production.