That still seems far more expensive than what tesla pays. 100kwh packs would cost $34,000 and that is NOT what Tesla pays. Replacement (aka likely retail so more expensive than their OEM/component cost) is 13,500$ for a Tesla 100kwhr battery.

I get Tesla has so many investements and supply setup to enable that but... 3x as expensive? From a direct-from-china supplier basically?

It annoys me how much battery costs are still sky high for consumers of batteries for all the different cases (lawnmowers, snow blowers, etc), but it shows how much future cost drops will happen with battery-electric goods in the future as supply continues to be scaled.

200 wh/kg LFP and 140 whk/kg sodium ion (next year in production, allegedly) should make for some huge cost savings to so many applications.

You know, if they passed savings to the consumer. Which is probably a pipe dream.