extension of your question - Who is producing the tesla powerwall batteries, which are delivered in the next few months to customers, if they are not from the panasonic or the giga fab? US Market? EU market? Accidentally the same chemistry as EFLs? Just one guess, but I think the Tesla card is more and more coming up on this. Also because this is one of the small plants that have an equity structure that would allow such a coup!

Just thinking - but you are asking the right question!