Tesla's main contribution to date: pushing other automakers to increase driving range: 1. Partially due to Tesla, but also due to modified CARB regulations and improvement in battery energy density, we are likely to see major automakers offer EVs with a 125- to 200-mile range versus the 70-100 mile developed so far. Whether or not the 18650 approach has a lasting life, higher capacity, lower power/energy ratio, EV batteries are now viewed with renewed interest. If the Giga factory is built, overcapacity is likely to happen again. The supply chain cannot ignore a company that became the largest user of Li-Ion batteries in the world overnight and is planning a 20x expansion in 5 years.
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