Oh, I don't write well but I do know the meaning of the words. Cede is what I meant. I am, increasingly, negative on the China market. Tesla doesn't need marginal profit on any Q. They have limited capacity and are fighting for marketshare on 2 major markets. They are focused on 1 market. To an extreme extent. So if shipping a car from shanghai to Norway is more profitable than selling in china that is interesting from lots of perspectives and ...I would say at this point that Tesla is ceding the larger market. It could be they have decided not profitable (in which case...wtf did they build a factory in shanghai for) or it could be that they are waiting on a model 2 or it could be they just massively underestimated issues with chinese competitors or it could be that there are going to be issues in Europe and decided that was the battleground that was most critical to success and it has nothing to do with short term profits.
I'd be disappointed if the decision to sell cars in Europe, from China, was driven by short term profits. Interesting if they could do it but really, Tesla is production constrained so profits should be assured. Production allocations should be driven by something more strategic, fighting VW rising tide in germany or something like that.
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