vic4788
2022-03-09

Rising commodity prices for nickel and cobalt may not have as string an impact on Tesla's OPEC as they have secured many long term supply contracts. They will probably only be significantly impacted if this surge in commodity prices persist.

Tesla May Be Reaching Critical Point
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Comments

  • BurnellStella
    2022-03-10
    BurnellStella
    A rise in nickel would raise Tesla's production costs.
    • BurnellStellaReplyvic4788: 
      Yes, the Gigafactory model will make Tesla's supply chain more and more stable.
    • vic4788: 
      I'm sure it would. but the effect will be less significant then other automakers who are still in the process of establishing supply chains. Tesla has been building supply chains for the last decade
  • glimmzy
    2022-03-10
    glimmzy
    Your analysis is very correct, and I feel that the hype is a little bigger now.
  • Jacjacjacjac
    2022-03-09
    Jacjacjacjac
    😀
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