Other carmakers and batteries

Michael Russo

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#1
Many have declared ambitions when it comes to launching EVs in the future... yet start to realize they'll need batteries too... a challenge that T≡SLA knows how to master... and is well underway to solve with its strategy partner Panasonic:
 

Steve C

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#2
Many have declared ambitions when it comes to launching EVs in the future... yet start to realize they'll need batteries too... a challenge that T≡SLA knows how to master... and is well underway to solve with its strategy partner Panasonic:
Great article. I think I'll buy more stock on Monday.
 

Badback

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#3
I wouldn't build a plant in Poland with the current political climate, Putin might be emboldened by Trump.
 

Michael Russo

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#4
I wouldn't build a plant in Poland with the current political climate, Putin might be emboldened by Trump.
Not sure I'd do it either, @Badback, yet not necessarily for that reason... don't forget, Poland is now a member state of the EU. ;)
 

MichelT3

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#5
I wouldn't build a plant in Poland with the current political climate, Putin might be emboldened by Trump.
And on top of that, also a NATO-state. For what it's worth.
Polish government is very conservative and denies climate change at the moment, anti-transition towards BEV, another reason not to build a GF there.

I bet that Tesla either goes for more sun and cheaper labour = Portugal or Spain, or for more technological knowhow and direct access to its main market = The Netherlands or Germany.
 

MelindaV

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#6
And on top of that, also a NATO-state. For what it's worth.
Polish government is very conservative and denies climate change at the moment, anti-transition towards BEV, another reason not to build a GF there.

I bet that Tesla either goes for more sun and cheaper labour = Portugal or Spain, or for more technological knowhow and direct access to its main market = The Netherlands or Germany.
Well, the US government now officially denies climate change as well... and the non-global "keep every job in America" way of thinking, there potentially will be huge penalties for US companies developing new plants outside the country - likely with greater tariffs depending on the foreign location, or at the least statements (tweets) by the country's highest ranking official calling out companies that attempt this with potential disastrous results on the stock and overall public opinion.
I am sure Tesla's decision makers are taking that all into account when considering potential locations and how the new administration may feel toward specific foreign locations and how it could affect the company as a whole in addition to what geographically works best for their future growth.
 

Michael Russo

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#7
(...)
I am sure Tesla's decision makers are taking that all into account when considering potential locations and how the new administration may feel toward specific foreign locations and how it could affect the company as a whole in addition to what geographically works best for their future growth.
I like how you close this paragraph, @MelindaV , highlighting the need for a compromise in the path forward. Surely T≡SLA cannot produce the entire future global demand for their soon larger range of vehicles in the United States, if anything because of logistics costs as well as with tariffs also existing in other countries/regions... Most likely, growing sales in each world area will imply local manufacturing in each of them, over time of course. Meaning all cars sold in the Americas get made in the US, all cars sold in Asia are made in AP, and the same for Europe... That way, tariffs on imports into the US would most likely not affect T≡SLA very much if at all... Unless authorities go as far as taxing a US carmaker for making and selling cars in another geographies... Always a possibility, I guess, yet you'd hope this all remains within reason...
 

garsh

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#8
Well, the US government now officially denies climate change as well... and the non-global "keep every job in America" way of thinking, there potentially will be huge penalties for US companies developing new plants outside the country - likely with greater tariffs depending on the foreign location, or at the least statements (tweets) by the country's highest ranking official calling out companies that attempt this with potential disastrous results on the stock and overall public opinion.
On climate change, read this post. It lays out how Trump is likely taking a "pacing and leading" strategy that will eventually persuade actual climate-change deniers in the Republican party that climate change is real. It's a fascinating read. We'll have to see if it comes true.

As for "keeping jobs in America", getting rid of NAFTA, and imposing tariffs, I think this is the beginning of a negotiating tactic. Trump believes that he can negotiate better deals than what the U.S. already has. And when beginning a negotiation, you don't start off the process with compromise. That comes later.

Anyhow, the optimist in me believes that things might work out just fine. Musk's comments after having met with Trump helped as well. I'm crossing my fingers.