New Theory on Battery Supply for Texas & Berlin. Could be Huge!
Tesla Economist Tesla Economist
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 Published On Aug 31, 2021

Battery constraints have become the cliche reason on why auto manufacturers, including Tesla, are not able to increase their supply enough to deliver to the demand. Well particularly Tesla, the legacy autos don't want to supply too many, as they lose so much on every sale.
Ok sure, we are also currently seeing component shortages such as microchips, but that is expected to be temporary and sorted next year.

Tesla will soon open their new factories in Berlin and Texas, the capacity of these factories combined is estimated to be between 3 and 6 million units a year. But how any units will they actually be able to supply if they have battery constraints.

Well let's explore a scenario about how Tesla will handle battery constraints with their new factories, particularly if their 4680 production wont scale up majorly next year.

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This video is meant for entertainment purposes, not Tesla stock investment advice.

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