Elon Musk was recently asked about the Tesla Semi which is delayed according to the official announcement, but at the same time expected to be delivered to PepsiCo this quarter. 

His response is to not put too much emphasis on that and that Tesla cannot produce additional vehicles in volume. This indicates that there really will be some deliveries of the Tesla Semi, those will be small numbers. 

The reason behind that is chip supply short-term and cell supply long-term, both of which have to be addressed to produce additional vehicles in volume.

The chip supply short-term issue will likely ease with each quarter so this appears to be the least of our problems. However the problem with the cell supply is one that will remain long-term. This will limit all-electric car expansion in general for many brands.

This explains why Tesla has extended the list of its battery supplier from solely Panasonic to also LG Chem’s LG Energy Solution and CATL, as well as has started its own in-house battery cell development (4680-type).

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