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If you just look at the numbers, there is something that doesn't make sense about the Nissan Leaf production facility in Smyrna, TN. After all, the automaker has been building EVs there since early this year and can make enough batteries there for over 150,000 cars a year. But, currently, the Leaf sells just 2,000 or so copies a month in the US (and all US Leafs coming from Smyrna). So why does the company have a problem supplying demand? One word: electrodes.