Tesla’s Move to LFP Shows a Worrying EV Trend: We’re Running Out of Cells

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At Tesla’s Q3 2021 earnings call, Lars Moravy said fans should not worry about the $25,000 car that some still insist on calling the Model 2. Not because it is on its way but rather because we live in a “cell constrained world.” That explains a lot of the backstage in the automotive industry and raises an alert: we’re running out of cells.

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