Then there is this:
Chongqing city district says it discussed projects with Tesla
That report was caught by Electrek and largely regurgitated.
There is substantial logic in building a factory here oriented towards smaller vehicles (the new China designed ones, maybe) and probably for export. Personally I think it is very likely to be devoted to multiple vehicles on a single small platform, probably using a single aluminum casting for the skateboard using technology already developed for Model Y. That would allow very cheap, very durable and simple manufacturing.
Without departing from obvious choices I suggest they'll have a small sedan type, an SUV and a van. Those three would constitute the vast majority of vehicle sales in urban areas of Asia and Europe.
The Shanghai facility will continue with the large cars, Model 3 and Model Y.
Those new vehicles will be suited for 'world cars' so will probably be built in new factories coming in Europe (almost certainly Eastern within EU), Brazil and India. By producing in these three they'll have local production in the largest markets for these vehicles.
The major unknown is how Tesla Energy products will be built to cope with the highly probable Autobidder-induced demand. With a UK and EU effective utility license in hand they'll face potentially massive demand from all the areas currently building unprecedented wind power capacity. With the UK going months without coall use, Benelux+Denmark and Norway moving rapidly towards wind dominance the present need for massive storage and highly flexible grid services is nearing an emergency. One way or another Tesla needs very, very rapid production and support in these products. I strongly believe that new facilities in both the EU and UK are imminent.
As usual the markets and most of us ignore that emerging giant business. Even after South Australia proved the entire scope for Autobidder and storage (distributed and central) plus copious documentation almost everyone outside of public utilities has been oblivious. Of course Tesla has not really tried to explain this at a non-technical level but even provided Autobidder detail in a tech conference. Of course, a handful of Supercharger sites already have the storage in place to join in grid services, and we should see every practical Supercharger site in the future with colocated storage, but that will happen when there is enough battery supply for direct utility commercial and residential supply. Not too far away will be large storage located in factory and store-service center sites.
So, the future of the global large scale vehicle business will be small, probably never to be sold in North America.Tesla Energy is on the verge of gigantic global expansion, within a few years delivering on Elon's repeated assertion that TE will be larger than vehicles.
The prospect of these developments is why I am deeply long on TSLA. Cybertruck, Models 3 and Y are indeed big deals. Together they will be dwarfed by what is soon to be evident.
As usual, please do your own research. FWIW, everything I have said in this post I think has already been disclosed, albeit quite cryptically in parts.
. Sorry, I am confused as well.
