As a Tesla investor, I support the relocation of Fremont production capacity out of California. If this speeds that up (even if it’s simply a public circus exercise), I have no complaints.
You've pinpointed the most important issue here. The health of your portfolio!
Which is strange, because coronavirus primarily impacts the elderly and those with higher risk factors, and the death rate increase is only slightly above the death rate floor, while climate change impacts all 7 billion+ world citizens, which will be closer to 10 billion by 2100.
Alameda County may win the battle but will lose the war —as an added insult, maybe the Raiders can break thru a big ribbon that says “Tesla Nevada” on it as they enter their new arena for the first time this Fall!
It's not clear to me how to balance those costs against the decisions made by public health officials who are experts. I'm certainly not a "even one death is unacceptable" believer, nor do I think we should unnecessarily expose large numbers of people to risk (especially in the case of highly infectious diseases).
Assuming Tesla made wise decisions, I'm sure only a small number of people more would provably get sick due to exposure at the factory. But it's not Elon's sole decision.
I don't think balance sheets and sensibility might be the main point here, Elon can and will conquer that hill he's willing to die on.