Thanks for your post - really informative.I went to pier 80 yesterday and it looked like the Clovis ship was being loaded. It was not all teslas though that were being loaded on it - looked like there were some white vans and some other vehicles. There was a huge number of teslas located there - not just in the main staging lot, but also in a dirt overflow lot over to the side. I'm not sure if one can make an inference as to what this means, but seems production must be ahead of their ability to ship. Maybe its just the period of the quarterly cycle where some specific EU bound cars are made ahead of shipping schedules.
It highlights I think that some of the puzzling movements we have seen at Pier 80 recently have not been associated with Tesla.
I'm wondering whether they are using Pier 80 as an overflow for Benicia. Do you think those non- Tesla vehicles you saw were being unloaded possibly?