You forgot the evil bully Powell, fake money bubbles, presidential porn star expenses, and the media warning us to be more pessimistic in general. Can't wait to see what next week brings.
I know of one in Victoria BC. Not sure exactly when he reserved, but it was close (a few days?) to the web opening March 31.
That is the exact issue at hand. With that said though, an entity can have all the methods, designs, hardware, and software and still not be able to reproduce the process. GM learned this the hard way with the NUMMI plant. The whole point was for GM to learn the Toyota Way and then emulate it throughout the coperation. They had everything they needed and they still never managed to do it.
Tesla could ship a lot of Model 3's to Norway. In Norway it is common to have two cars in a household. In a small country like Norway, more than 24k people already bougth Model S and/or Model X, and a lot of those people kept their "long range" ICE family cars for longer trips, but found out that Model S or X is suitable for the long range trips with the whole family and luggage. With no need for the ICE car, they will switch the old car to the Model 3, even RWD, and use it as the 2nd car for smaller trips with less luggage.
At this time I do not believe China to be as important to tesla. Have seen 15% of volume in China but the model 3 is not sold there yet and I suspect no plans for that this year with large ramp up of model 3 now (already at combined S and X rate) the ratio of model 3 to S and X COULD GO 5 TIMES HIGHER. so the China volume of S and X would only be 3% which would easily made up for with the model 3
I'd open one right next to Grohmann. Proximity to human labor pool is not the bottleneck, proximity to production automation equipment is.
