Is China Becoming a Long Term Problem?

Handy Artie

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With the Covid19 disinformation campaign, and the CCP crackdown currently in Hong Kong, is Tesla Shanghai going to turn into a problem which may slow the build out of the Berlin and Cybertruck factories? Maybe using Chinese sourced batteries in Tesla Shanghai is a practical and conciliatory short term approach but maybe it’s a strategic mistake long term. Thoughts?
 

Geo

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Zero evidence of govt politics in Tesla battery choices/actions.
(Lithium Iron Phosphate batteries are simply cheaper, just use more of them to get the Kwh required. But apparently they have better cycle life too.)

While Tesla's business is more than likely impacted by the Virus, both in the U.S and China
(we'll find out by July 12 when Qtr 2 results announced)

But I think its a very very small probability construction of Berlin will slow down at all from here.
(unless there's a 2nd wave of the virus)
Like wise with pending announcement of Cybertruck Factory.
Too many orders to fill, Too much money ready to be collected from the State enticing Tesla to come over.

But I have seen a couple of credible analysis that show Tesla is almost certain to do another Capital raising in the next 2 to 6 months !

Yep, even though they just completed one 2 months ago.
And Yep Elon on the earnings call just 3 weeks prior to the Capital Raising point blank answered emphatically that a capital raising was not required ! As Tesla is so flush with funds !! :unsure:

I don't know what you mean by a long term problem ?

I don't think it will have an impact on producing and selling cars in China, and exporting them from there to other export markets.
But yes there are lots of possible triggers for a major deterioration of U.S. (and allies) and China relations.

South China Sea Territory claims.
US / China Trade war.
Pandemic liability
Hong Kong
and Even North Korea could be leveraged by the Chinese if deemed necessary by them,
Maybe even a currency war
 
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Handy Artie

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It wouldn’t hurt revenue if the Tesla Buffalo plant goes back to full production of solar cells and roof tiles. 1000 solar roofs per week would do wonders for Tesla and the sunbelt states’ economies. Right now that’s another example of some elected politicians still playing right into the hands of the CCP.
 

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It wouldn’t hurt revenue if the Tesla Buffalo plant goes back to full production of solar cells and roof tiles. 1000 solar roofs per week would do wonders for Tesla and the sunbelt states’ economies. Right now that’s another example of some elected politicians still playing right into the hands of the CCP.
Hey Handie Artie, your're starting to look like a bit of an oracle to me !
Just 48 hrs after your post, Kaka with a capital S, looks like its about to get real with China !

Who knows what the world will look by the time Cybertruck's are rolling off the production line !
By then, maybe every one will want one, will pay any thing for one, if the Zombie Apocalypse is here.

Or the fed bailout has crashed the Stockmarket and its amplified the destruction in the economy triggered by the virus.
Causing us all to forget buying a new Cybertruck or anything else, but put us on a path to a
Mad Max like dystopia !

If so I think your right about alternative solar cell production to China, and possibly good news for Tesla Buffalo plant. But what do you mean by "Right now that’s another example of some elected politicians still playing right into the hands of the CCP "

P.S. I wonder how well FSD will recognise and react to shrapnel,
probably just label it as flying orange cones ;)

Better order the Cybertruck with the 6mm outer skin :unsure:
 
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Handy Artie

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GEO

I’m not supposed to talk about politics on this site but since you’re from Australia, the politicians I’m referring to are the so-called Blue State governors and county commissioners who are still locking down young Americans from their jobs, schools and inclinations to congregate at beaches, churches, athletic and entertainment venues like football and rugby stadiums and racetracks and conventions because they don’t understand the concept of herd immunity as it pertains to Corona viruses. At his most forgiving moments Elon Musk refers to these politicians as dumb as they coordinate talking points about their “data driven and science based” decisions which are pure “ malarky “ for the world’s economy,
 

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GEO

I’m not supposed to talk about politics on this site but since you’re from Australia, the politicians I’m referring to are the so-called Blue State governors and county commissioners who are still locking down young Americans from their jobs, schools and inclinations to congregate at beaches, churches, athletic and entertainment venues like football and rugby stadiums and racetracks and conventions because they don’t understand the concept of herd immunity as it pertains to Corona viruses. At his most forgiving moments Elon Musk refers to these politicians as dumb as they coordinate talking points about their “data driven and science based” decisions which are pure “ malarky “ for the world’s economy,

Interesting Handy Artie,

Especially as you have a medical background, can I ask, could there be a virus that is deadly enough to warrant a government issuing lockdown measures, or no never ?

That is to say, its more contagious and more deadly than Covid-19 ?
 
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Handy Artie

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Philosophically, old people depend on young people for their continued survival. Many elders are retired from their livelihoods and living on their investments to supplement social security and other former employment or government benefits. The oldest of old people have no economic political power and don’t vote and depend on their progeny for their costs of daily living. They also are the most susceptible to death from respiratory Corona viruses if they become “accidentally” infected. They count on the competent immune systems of active younger generations who are many fold less susceptible to death from viral infection until 60-70% of students, workers and their youthful contacts have become immune and the virus circulating among them dissipates because of lack of a host. That’s when it’s safe for the mobile elderly and infirm to come out of their social isolation and regain their liberty to mingle with the immunocompetent younger generations. Delaying herd immunity by keeping the young and active, basically people under age of 60 for Covid-19, from mingling, working, studying, recreating just leads to more deaths for the elderly or immunocompromised. That’s been the natural history of Corona viruses since 1916 when the Spanish Flu ended WW1. I honestly don’t think that Covid-19 represents the beginning of WW III because of planned release from a Wuhan biolab but I do think that many politicians are making very bad decisions in their attempts to mitigate it and then cover up their mistakes at the expense of their elders.
 

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I can see that you do take issues with the politicians handling of Covid-19.

My understanding is that yes the over 50's are much more likely to be severely impacted by
Covid-19.
But I don't believe much was known about it until at least 3mths of its known existence could be documented and the data interrogated. And we all know how the Chinese denied its existence at first and through to Dec 31 2019.

But my question still stands for the many virus's that don't just attack the elderly and weak.
Such as Ebola, Sars, etc etc. And for any future mutations coming.

"Could there be a virus that is deadly enough to warrant a government issuing lockdown measures, or no never ?

That is to say, its more contagious and more deadly than Covid-19 ?

And how much time would you let it run for, before making the call if any, given not much at all was known about Covid -19.
 
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Handy Artie

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GEO,

Honestly I do think that lockdowns were nececessary to preserve the hospital infrastructure of many urban Blue and Red state hospital systems which were depleted and mismanaged at the time Covid19 hit the
US. Weakening of our inpatient hospital infrastructure was an unintended consequence of our Nationalization of Civilian hospital healthcare since 1965 which has led to a redistribution of taxpayer monies into the wrong hands and pockets especially over the last two decades. As a retired surgeon who trained clinically in the 1980’s, I was kind of ashamed to hear politicians proclaim that elective cancer surgery was no longer an essential inpatient hospital service during the pandemic. That’s an admission that they have long ago run out of other people’s money to pay for elective surgical services.
 

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Artie, you cover a bit of ground in your answer, and you clearly make some points I agree with.

So, you do believe that lockdowns were necessary.
But you think they have gone on for too long.
You could be right.

(We'll see what we think, if a 2nd wave hits, in the U.S. or elsewhere. Sth Korea just shut down 500 schools again and communal places in metro Seoul)

But, do you think you might be looking for a perfect response, perfect management from those in charge ?

From what I can tell, that may be overly optimistic at the best of times, being lead by the most wise leadership possible, let alone now !

I mean I thought about gargling disinfectant for a minute, but then I realised every body knows the correct way to clean your lungs is to macgyver your toothbrush to a long kitchen utensil and scrub them directly.
My problem is I can't cock my head back far enough, I keep falling of the chair backwards ;)

P.S. But in all seriousness, it was both very very sad, but severely jarring to think about mass graves being dug in a flagship U.S. City like New York and seeing the images.
 
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Handy Artie

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Geo,
I trained at every institution abutting 68th St and York Avenue during way better times when physicians and their patients had more say in their relationship than private third party payers who were ceded healthcare authority because Federal, state and local politicians don’t want to carry the blame for rationing. The fix is to trim back the medicoindustrisl complex closer to the militaryindustrial complex in % of GDP by eliminating unnecessary jobs and regulations. This will automatically balance the National budget. Maybe when Elon Musk gets back from Mars, he’ll run for President on a follow the taxpayer dollar platform and get it done.
 
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But I guess he can’t because he wasn’t born here. Too bad. The current President really likes him.
 

Geo

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Geo,
I trained at every institution abutting 68th St and York Avenue during way better times when physicians and their patients had more say in their relationship than private third party payers who were ceded healthcare authority because Federal, state and local politicians don’t want to carry the blame for rationing.

Cool, much respect for benevolent people such as yourself, and the value they are to society, especially in times like these.

The fix is to trim back the medicoindustrisl complex . . .

Yes it is, I know its dirty word in America, but some of those more socialist learning (still very capitalist) countries seem to have the right balance, in cost and quality medical service to society.

America, pretty much the best medical care in the world . . . . . provided you have a big enough cheque book !

You probably have a few stories of your own, but here's one you may even find on line.

There's a crazy fast Australian Enduro rider named Toby Price, he's won the Dakar Rally on a KTM and came 2nd in his first attempt at the Baja 1000 in a Trophy truck in 2019.

A few years ago he came off his bike in a race in the U.S. and broke three vertebrae.
Any sudden movement could have left him paralysed, yet he was apparently kicked out of the hospital over there, and risked catching a flight back to Aus in a brace and in pain to have Urgent Critical surgery !!
The Insurance he had backed out, and the cost from memory was about $500 k or so in the U.S..
Free in Australia !


P.S. America is a socialist country too, except not for the people, but for the companies it gives money to. The people's money !
 
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Geo, interesting story about Toby. I had a friend from Canada who came to So. Cal. to go windsurfing in Baja. He had purchased travel insurance before he left Canada. Good thing he did. He ended up with a fractured neck and had to get a halo. The insurance came in very handy. So the moral of the story, before any international travel, make sure you are covered.
 
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Handy Artie

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International travelers should note that most US hospitals (there are about 5000) depend on an annual bail out by our Federal bureacracy (CMS) of about $20 Billion / year for uncompensated services already provided, in order to meet their payrolls ( top heavy and bloated). So if you have travelers indemnity insurance you’ll be welcomed with open arms. However the insurance company may find it cheaper to air evac you back to your home province for definitive care depending on your diagnosis. It’s always important to read the fine print of your insurance contract.
 













 
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