> VW has a massive battery order spread between Samsung, LG and CATL, but yeah, I agree Tesla will have a solid lead on battery production for a while.
Tesla have much bigger contracts with Panasonic, and already supplies cells from Samsung and LG for stationary storage and is inquiring CATL as the main supplier of the Shanghai factory.
Since Tesla is crushing them in EV volume and should continue to do so for years to come, I don't see how VW can compete in cost and even in tech.
>I wonder if Tesla/Panasonic will at some point start selling mass produced batteries to the traditional car manufacturers. Once EVs become mainstream, consumers will start expecting choice.
I doubt it, at least until Tesla is demand-constrained. By then, they'll keep all the batteries for their car and energy storage business and let the competition fight for the leftover.