Comment by cwp

This article is drivel. If a supplier writes down the value of a contract with Tesla, they're saying Tesla is buying fewer batteries, or will in the near future. That is, there is a lack of demand for the batteries. If you're determined to take this as bad news for Tesla, rather than bad news for L&F, you could maybe speculate about lack of demand for Cybertrucks, but spinning it as "supply chain collapse" is just silly.