Artful Dodger
"Neko no me"
Yeah, that's not what happened. Go back to the original rumor from Rob Maurer. The jist of that was Tesla was prepared to go into a closed loop production system as soon as Dec 11 IF REQUIRED by Shanghai city health measures.
Almost nobody talked about this here in the Investor's Forum, but Wu Wa posted a video of what he referred to (almost certainly incorrectly) as a "temporary hospital" built on the plot of land immediately to the South of Giga Shanghai:
The land south of the Tesla factory is covered with buildings\Giga shanghai\4K \493 | Dec 3, 2022
This is no hospital. It's obviously the exact same type of temporary worker accommodation trailers that Tesla Shanghai has already installed on the SE corner of the Model Y plant for over a year now. My quick eyeball estimate was room for ~6,000 workers. And 2x that if one shift is on, while the other is off. 12K production workers is more than enough to run the factory.
Remember, all this was prepared well BEFORE the central gov't in Beijing announced its decision to ease it's public health 'zero' policy. Therefore Tesla might not even choose to activate it's (very prudent) "closed loop" production strategy. The decrease in production mentioned in the original rumor covered by Rob Maurer is a simple artifact of decreasing the length of shifts to 9 hrs x 2 / day during that period. IT'S NOT ABOUT DEMAND.
But it's highly speculative to assume that 'closed loop' will even happen now. Further, even if it does, we know from other sources that Giga Shanghai has approx 70 days of parts inventory ready at hand in local warehouse to support ongoing production.
Not a whisper of this in the main stream media. Understandable. Rob Maurer? Not so much.
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. /s (at least I hope it’s sarcasm).
