Re:Investors conclude that Tesla is a carmaker, not a tech firm
by elisharobinson on Thursday January 05, 2023 @11:04AM
(#34261747)
not quite, if you bought it in the open market its 10~20% more $ than having a fixed longterm contract. and ICE carmakers usually have one OEM like samsung and Panasonic who have interest in getting best price for each cell . Tesla has inhouse cell production capacity and uses cells from all oems to get the best possible price / cell . This will give tesla a permanent 5% lead (outside of china) in cell pricing.
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