Tesla's Supply Chain And China

▶️ Watch on 3Speak


China is at the center of the battery revolution. It is a country that has taken control of the supply chain. It appears most of the Western companies do not have any urgency in this matter.

In this video I discuss how Tesla is starting to establish an alternative supply chain outside China. This is a defense against both deteriorating US-China relations and also the Chinese gov't leveraging its position against the company.


▶️ 3Speak



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This is a good move from Tesla. Not only because competition is almost always good, but protecting themselves against the possible monopoly of China is advantageous. I do hope they can keep costs low, since it will be difficult to compete with China's low labor costs.

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It appears with the moronic leadership the US has (or will have), the path is for a major fight with China.

The US still thinks it is the only player on the world stage. That is a mistake. I cite the automotive industry as example 1 but it is far from it.

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I had a hard time finding a battery for my son's smartphone, so it's relevant lol :) !BEER

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