Even if Tesla is not fully hedged against higher steel prices they have the profit margins to accommodate quite a jump in steel prices. There are things that could delay the Cybertruck but high steel prices are not one of them!
This article would explain so much about the production delays on Cybertruck.
I think you'd get a better reception if you admitted in your OP that you wrote the "article" and phrased things more as questions than statements. By referring to this post and saying it explains things, you invite scrutiny, since clearly this post has major flaws in terms of how production, pricing, supply and demand, and materials contracts work. If you put it out there as a question, and invited others to explain, it would probably be a much more productive conversation.Great responses. I just had this idea that was bugging me all day and I thought it would be fun to talk about. I appreciate all your comments, especially the one about my article being dumb! It probably was dumb! All good though.