➤ Mining executive talks about Tesla’s materials advantage
➤ Tesla reportedly closes on supply contract with major nickel producer
➤ President Biden reportedly considering Defense Production Act as soon as this week
➤ Lockdowns continue in Shanghai, impacting Tesla supplier
➤ Credit Suisse issues note ahead of delivery and production report
➤ Gene Munster discusses Tesla’s advantages on CNBC

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Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives