> Even Tesla, without the Shanghai factory, would probably be doomed.
That makes no sense whatsoever: all the Teslas (Model 3/Y) produced in the Shanghai plant are meant to be sold in China. Without the Shanghai factory, Tesla wouldn't have much of a Chinese business, BUT it wouldn't affect at all its production capacity for the rest of the world.
The only EVs made in China that are being sold in the USA ATM are the Volvo/Polestar EVs made in Luqiao. There is a huge tax on that (into the USA from China, likewise for cars coming into China from the USA), even BYD opened a factory in california to get around that for their EV bus production (and Tesla's Shanghai plant exists for preferential tax treatment in China, which is a no brainer business move).
That makes no sense whatsoever: all the Teslas (Model 3/Y) produced in the Shanghai plant are meant to be sold in China. Without the Shanghai factory, Tesla wouldn't have much of a Chinese business, BUT it wouldn't affect at all its production capacity for the rest of the world.
The only EVs made in China that are being sold in the USA ATM are the Volvo/Polestar EVs made in Luqiao. There is a huge tax on that (into the USA from China, likewise for cars coming into China from the USA), even BYD opened a factory in california to get around that for their EV bus production (and Tesla's Shanghai plant exists for preferential tax treatment in China, which is a no brainer business move).