@seanmcdirmid 12d
China limits LFP batteries from not being put into cars that aren't made in China (they literally can't export them unless they are in a vehicle), and they have a distinct cost advantage even if they are heavier. Tesla is using those batteries to get the Model 3 there to $30k (which is the limit to qualify for the current subsidies in China).

It is a brilliant move by China: they have the tech, no one else seems to have it, and by not exporting it outside of completed cars, they can get an advantage.

@electrondood 11d
Selling access to your infrastructure, where you have a monopoly on reliable charging stations, where your entire mission is to 'accelerate the world's transition to sustainable energy' is... desperate?

I don't think you're seeing this clearly.

@bilvar 11d