$Tesla Motors(TSLA)$ TSLA locks all the raw materials producers, so no competitors can get the battery cheaper than TSLA. Plus TSLA has vertical integrated platform which no body has. TSLA automatically leads both raw material and technology. In case the raw materials producers will increase the price, the other EV auto makers will have more problem and hard to get the battery. Don't forget only China has plenty of supply chains, beside that TLSA already signs up the contracts. GAME IS OVER EVEN BEFORE THE GAME STARTS.