The pallets recycling got moved to the very north parking area. Where the TESLA sign is next to.Well, you're right there. Did anyone notice in this weekend's videos from Wu Wa and Jason Yang in Shanghia that the temporary building for recycling pallets has now been removed? There is now a parking lot where the building was, between the Electric substation (SW corner of property) and the Phase 1 Motor Workshop.
This is the clearest signal I have seen that Giga Shanghai no longer depends upon imported battery packs for production, and that the previous imports of large heavy components are no longer necessary.
This also means that Giga Shanghai is likely now fully operational for motor production, which was an issue that Elon raised during the Q1 conf. call. Margins, and volume, will improve as a direct result.
Futher, increased localized production will allow the 2nd Model Y line to come online soon. I hope it'll be operational by Q4, nearly doubling Model Y prod.
Cheers!
Could be a little smaller though.