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BNEF Brief: Musk Duels Panasonic in Public Battle with Supplier

Apr.25 -- Elon Musk is in a rare public dispute with a critical supplier: Panasonic Corp., the company that makes all of the lithium-ion battery cells that power Tesla Inc.’s electric vehicles. The rift started with reports the companies are tempering expansion plans at their jointly operated battery plant near Reno, Nevada. Musk shot back in tweets that Panasonic is the culprit by operating at a pace that’s constrained production of Tesla’s Model 3 sedan. Bloomberg NEF’s Logan Goldie-Scot talks with Bloomberg’s Alix Steel about the dispute and the battery market.
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