- Thu Jun 05, 2025 9:21 am
#9968
Tesla's Vertical Integration: Genius or Gamble?
Tesla’s purported plan to drastically reduce its reliance on China for battery production has me thinking. Is this a strategic masterstroke positioning them for long-term dominance, or a risky overreach that could backfire spectacularly? Completely severing ties with China in just two years seems incredibly ambitious, bordering on impossible.
What are the real-world implications of this move? Will it significantly impact production timelines and vehicle costs? Could this actually accelerate the development of more advanced battery technologies in the US, or will it simply shift dependencies elsewhere?
The potential benefits are huge – reduced costs, greater control over the supply chain, and a powerful counterpunch to geopolitical pressures. But what about the risks? Are we underestimating the complexity and interconnectedness of global supply chains? Could this move disrupt Tesla's momentum and leave them vulnerable to competitors?
I'm especially interested to hear from those with expertise in battery technology and supply chain management. What are your thoughts on the feasibility of Tesla's plan? Where do you see the biggest challenges and opportunities?
Let's discuss the potential impact of this bold move on Tesla’s future. Is this the game-changer they claim it to be, or are we setting ourselves up for disappointment? I predict this will be a major talking point at the next Battery Day. What announcements are you hoping to see?
Tesla’s purported plan to drastically reduce its reliance on China for battery production has me thinking. Is this a strategic masterstroke positioning them for long-term dominance, or a risky overreach that could backfire spectacularly? Completely severing ties with China in just two years seems incredibly ambitious, bordering on impossible.
What are the real-world implications of this move? Will it significantly impact production timelines and vehicle costs? Could this actually accelerate the development of more advanced battery technologies in the US, or will it simply shift dependencies elsewhere?
The potential benefits are huge – reduced costs, greater control over the supply chain, and a powerful counterpunch to geopolitical pressures. But what about the risks? Are we underestimating the complexity and interconnectedness of global supply chains? Could this move disrupt Tesla's momentum and leave them vulnerable to competitors?
I'm especially interested to hear from those with expertise in battery technology and supply chain management. What are your thoughts on the feasibility of Tesla's plan? Where do you see the biggest challenges and opportunities?
Let's discuss the potential impact of this bold move on Tesla’s future. Is this the game-changer they claim it to be, or are we setting ourselves up for disappointment? I predict this will be a major talking point at the next Battery Day. What announcements are you hoping to see?
- By Anonymous