Have you actually looked at the article I linked to? At present, the US currently produces 10% of li-ion batteries worldwide, while China produces 55%. For 2021, US production is estimated to grow to about 17% while China grows to 66%. Chinese production grows faster than US production.
The point I'm trying to make: Tesla doesn't seem to have a big advantage with Gigafactory, as there is plenty of worlwide production capacity other car companies could buy from. And that third party capacity grows faster.
The point I'm trying to make: Tesla doesn't seem to have a big advantage with Gigafactory, as there is plenty of worlwide production capacity other car companies could buy from. And that third party capacity grows faster.