Sawyer Merritt
@SawyerMerritt · Jun 3, 2025
Piper Sandler analyst Alex Potter in new $TSLA note: "Tesla is the only car company that is trying to source batteries, at scale, without relying on China."
"Eventually, Tesla will be making its own cathode active materials, refining its own lithium, building its own anodes,
Elon Musk
@elonmusk
It is important, albeit extremely hard work, to localize supply chains to mitigate geopolitical risk
02:51 PM · June 3, 2025 · 159.9K views
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