Well Panasonic is claiming Tesla is not buying enough batteries and they are taking profit warnings as a result.

Tesla is claiming that they are battery supply limited and would ship more powerwalls and cars if they had more.

Not clear that Tesla's car production doesn't have other bottlenecks, but it does seem weird that Tesla doesn't sell more powerwalls, if the supply was there.

Seems most likely some political maneuvering to try to get Tesla to commit to Panasonic batteries at other locations. Or just incompetence on one or both sides.