Tesla launched a 10-million electric vehicle
The headline indicates Tesla has put a large EV production program into operation, adding potential supply of electric vehicles.
Source →The trace
How it reaches your house.
Starting from Vehicles and light trucks, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Tesla →supply upTesla Semi
Tesla said it has started production of the Semi and is ramping battery capacity to support it, so availability of Tesla Semi trucks is increasing.
“"We have started production with the Tesla semi-truck," Musk said during Wednesday's earnings call, adding that Tesla is simultaneously ramping battery production, lithium refining, cathode manufacturing and future solar manufacturing capacity.”
95% confidenceCited →Vehicles and light trucks →Shortage riskLithium-ion battery cells (prismatic, cylindrical, pouch)
Tesla said battery availability is a primary limiter on production growth, so a Semi ramp most directly tightens demand for vehicle battery cells.
88% confidenceVehicles and light trucks →Shortage riskHop 2
Vehicle wiring harnesses →Stands to benefitA higher pace of Semi production increases wiring-harness demand, benefiting this 15% market-share supplier.
81% confidenceVehicle wiring harnesses →Stands to benefitSumitomo Electric Industries / Sumitomo Wiring Systems
Tesla Semi ramping up production raises demand for vehicle wiring harnesses, which should translate into more orders for this 15% share supplier.
81% confidenceAutomotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefitHop 3
China →Shortage riskChina supplies 98% of gallium, so a production halt there would sharply constrain global availability.
98% confidenceChina →Shortage riskChina supplies 95% of terbium metal, so a halt in China would materially tighten supply.
96% confidenceChina →Shortage riskArtificial Plant Plastics (PE/PP/PVC + Wire)
With 94.8% of supply from China, a Chinese production halt would leave this input notably scarcer.
Where it lands
What you buy, and what you own.
Goods you buy
Tesla Semi