Which most probably won't happen in 2021. Meanwhile, Tesla already dropped to third place in total EVs sold in Germany (a bigger EV market than the US), and place 4 and 5 have nearly the same numbers. I wouldn't be surprised if Tesla drops out of the top 5 in 2021.
> this will reduce both delivery time and costs (tax/tariff etc),
There are no tariffs between US and EU for car sales, and tax (vat) will be the same as before.
Less Tesla's are getting sold while other car makers have massive growth in their sales.
The real question is if Tesla has real plans to grow down into the Zoe category. the mass production of Renault-Nissan-Mitsubishi, or Volkswagen group or Toyota is another ball park from what Tesla does today. Each of them produces about 10 Mio vehicles y/y, and the margins really are in the high volume there.
My personal bet is Tesla stays in the upper middle class and upper class vehicles, and is not the new VW/RNM/FCA/Toyota/FMC, but the new BMW, Mercedes, Audi. And Porsche.