aja8888
Moderator Emeritus
I would not be surprised if the plant in China is indeed substantially completed and producing vehicles by Chinese New Year next year.
Tesla will have a very hard time selling mass produced EV's in China unless cost can be drastically cut, like 50% . Just too much competition in the China EV market.
The real value in the plant is producing parts and large sub-assemblies at low cost for shipping to the US plant in Fremont CA.
I have my doubts on the plant construction schedule (it's Feb and no ground has been broken yet) and also the manufacturing build out which entails PLC's, many robots, tons of conveyor equipment, an automated paint line, etc, etc, etc. And Musk says they will build the batteries there too?
I was in manufacturing for many years and built out simple plants compared to a big auto production facility. He's nuts to think all this will be done by 12/19.
I'll bet the steel has not been ordered yet and lead times for lots of steel is generally many months.