Regarding Alameda County:
The guidance offered was minimal and they declined any specific County approval process, if my reading is correct.
Unlike many jurisdictions it seems they have been unwilling to have joint planning for prudent reopening by any category of business.
They do make several explicit exceptions to their orders;
"Businesses may also operate to manufacture distributed energy resource components, like solar panels."
For interested Tesla investors it might be worthwhile to ready the entirely of the Alameda County rules:
http://www.acphd.org/2019-ncov.aspx
They permit some related manufacturing, construction, auto dealerships services and sales, so long as vehicles are delivered to the purchaser.
It becomes quite interesting that most Tesla-related activities are permitted. Tesla's own published opening procedures are quite obviously well more extensive that those included in the Alameda County order.
Tesla is the second largest direct taxpayer in Alameda County, just after PG&E;
https://treasurer.acgov.org/treasurer-assets/docs/top10secure18-19.pdf
Despite having ~10,000 employees in the county (almost all the East Bay Tesla employees work in Alameda County);
https://www.bizjournals.com/sanfran...2019/10/18/top-employers-in-the-east-bay.html
and the largest non-health care one in the East Bay,
It seems Alameda County really does not want Tesla to be there.
Regardless of that history one would be foolish not to imagine that Tesla will begin a process of systematically reducing their dependence on Fremont. After all it hardly would have been high on a location list had it not been lying fallow after first GM, then NUMMI, then Toyota directly gave up on it. The recent events will inevitably speed taht process.
Perhaps that is actually what Alameda County wants. I wonder what the City of Fremont or the State of California thinks?
Perhaps one might reflect that when California had the chance to allow vehicles bought for use outside the Sates be delivered with temporary license, without Sales tax the State declined. Of course that would have brought tourist dollars and increased employment to process deliveries. Otherwise it would have cost nothing. It could have benefited
some buyers of Asian vehicles imported through California that could have a holiday trip, and quite a few Canadian buyers too. Things like that just make just a trifle more negative vibration, not a big deal but...
California taxes, County/City real estate and employment taxes, highly bureaucratic tax filing and compliance systems.
Pretty soon that makes California businesses gradually move their growing business elsewhere. Slowly, almost invisibly but inexorably.
This situation does place some more nails in the coffin. Tesla already does significant design and manufacturing elsewhere. That is accelerating rapidly in Germany (two Munich-based friends, materials engineers, are now being interviewed following headhunting), China (I have a photo of that recruiting image of a new small car) and elsewhere, as we'll soon see with GF-5. ok, maybe bigger than G.
California manufacturing will not disappear, but it is rapidly becoming less critical. Does anybody imagine that other major businesses are not growing more skittish.
Not long ago the South Bay was the epicenter of North American operations for non-US firms. Nissan, Toyota, Mazda, Hyundai, Isuzu- big and small they were mostly in and around Torrance. One by one they've decamped elsewhere bit by bit with Texas a big beneficiary. One can list names, dates and functions, but i doubt it's necessary.
Aerospace was a Los Angeles center too. Hughes, Douglas (then most McDonnell Douglas), Lockheed, Northrup Grumman. Northrup was last to leave, so Palos Verdes had a temporary real estate glut, lucky for me since I bought a house I could not have afforded from a departing Northrup exec. SpaceX began by mopping up all that talent that wanted to stay, giving Elon a taste for bargains that he repeated with Fremont.
This is a long post that may seem off topic, but I think it is central to longer term Tesla value. The longer term effect of Alameda County recalcitrance will to speed the transition to more efficiency and higher margins. It will take time.
