I won't speculate why Panasonic is putting the brakes on. Could be anything from financing to some new guy at Panasonic not liking the color choices of the Model Y.

But it is telling us something that the most integrated of Tesla's partners is putting on the brakes. And I remember some reports about less then optimal conditions in the giga factory. And these conditions, even if they are only half true, would the opposite of what Japanese companies would like to see