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On April 4th, according to foreign media reports, after almost monopolizing the electric vehicle market for many years, Tesla will face fierce competition from Volkswagen, General Motors, and other companies in the coming years. At the same time, commercial vehicles such as buses and light trucks are expected to begin large-scale electrification. Of course, Tesla is not sitting idly by, and the company is also moving forward at high speed, preparing for the upcoming CyberTruck and Semis.

All these trends indicate that electric vehicles are about to become mainstream. However, the surge in demand for electric vehicles will require a large amount of batteries, and the existing battery supply chain is clearly unable to meet this demand. Tesla CEO Elon Musk stated in October last year that battery shortages were hindering Tesla's ability to increase Semis production. At the financial report conference call in January this year, he reiterated this point and stated that battery supply has become a "bottleneck in the current popularity of electric vehicles

Recently, Musk commented on Tesla Semi's production schedule on Twitter, stating that "we currently have too few batteries and may be able to meet demand next year." He later clarified on Twitter, "Demand is not a problem, but recent battery supply has made it difficult to increase Semi production, and this restriction will be less severe next year

We are expanding our supply chain to supply the transportation industry, "said Celina Mikolajczak, Vice President of Battery Technology at Panasonic Energy North America A mobile phone only requires one battery, a laptop requires 12 batteries, and electric cars may require thousands of batteries. How to rapidly expand an industry 100 times? You need more raw materials, skilled talents, and machines to extract raw materials, and factories need to process raw materials into battery components and install them into electric cars

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