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FYI, METI's final auto Li-ion batt. production/sales/inventory data for July should come out later tonight (US time).

Based on prelim. METI data & MoF export data, I expect the prod/sales #s to be very high, ~last yr's level.

But why?

$TSLA $TSLAQ #Tesla #CYAZ #テスラ #モデル3
Is Tesla making more S/X this Q than Q1/Q2?

If not, why would Tesla buy so many 18650 cells?

Any reasonable (or unreasonable) explanation?

I got a tin-foil hat theory.

More on this in ~12 hrs.

$TSLA $TSLAQ #Tesla #CYAZ #テスラ #モデル3
Ooops. Make is 36 hrs. Data release is Friday, not Thursday. Sorry!🙇‍♂️

$TSLA $TSLAQ #Tesla #CYAZ #テスラ #モデル3
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