BNEF Brief: Musk Duels Panasonic in Public Battle with Supplier

The video discusses the current capacity of the Gigafactory, highlighting its partnership with Panasonic and its ranking among global battery manufacturers. It also covers the rapid expansion of battery manufacturing capacity worldwide, with a focus on China's leading role in the market. Tesla's strategic ambitions in China, particularly through the Shanghai Gigafactory, are emphasized as crucial for meeting its goals in the world's largest electric vehicle market.

What is the theoretical capacity of the Gigafactory mentioned in the text?

How does the Tesla-Panasonic relationship rank among global battery manufacturers?

What are the major manufacturers expanding rapidly in the battery market?

What is the expected growth in cell manufacturing capacity globally by 2023?

What role does Tesla need to play in China to meet its ambitions?