One thing that's interesting about Tesla in comparison to Cop City or Huntingdon Life Sciences is how Musk has tried to internalize and vertically control his supply chain. But 1) he hasn't completely succeeded, and 2) this may actually make him more fragile.
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https://investingnews.com/where-does-tesla-get-lithium/
https://www.insurancejournal.com/news/southcentral/2025/01/07/807193.htm