Battle of the Giga factories

[rr6013]

That is a lot to take in. Natural Gas to Berlin could be a major problem for profit. - More focus on Texas model Y production could be bad for CT.

Europe‘s N-hard geo-political “Black Swan” event doesn’t sell Teslas in EU. Model Y production is already perpetual. Tesla can sell as many as it can make. Unless Berlin can build MY in absence of LNG no model Y’s from Berlin will ship to USA. GigaBerlin is sunk cost.
Cybertruck production at-scale in Texas may bleed 4680 delay into 2024, irrespective SOP ramp mid year ‘23.
Profit is MASSIVE at-Gigascale. GB goes down Tesla still has four Giga factories, an Energy business just beginning to ramp exponentially and the best path forward might be cutting-off its GB arm now instead of later.

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[Crissa]

Inflation ≠ Recession.

We're having recession because Republicans cut off spending and the SEC investigated synthetic fraud and you can't sell things which are 'in transit' or waiting to be produced. All these things together cut the output of the country by less than a percent. None of them indicate a lack of profitability or growth or unemployment or wage destruction, recessionary things.

-Crissa

 

[SparkChaser]

There are a few signs of manufacturing returning to the US. Hopefully the democrat's actually deliver. The new CHIPS bill and the Retread of Build Back Better, seem to have a chance of passing. It seems like a hail Mary for the mid terms.

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