Local market has seen enormous growth. They will need at least 120,000 cars, if not 150,000 to satisfy demand.But since last ship, Shanghai has produced 30,000+ cars , I think 50% goes to china and some goes to Anzac and Asia . Assuming that an Ocean vessels can carry 5000 cars. I am guessing there could be enough cars there to make a couple of voyages to Europe in the coming couple of weeks. I heard that there are quite a few ships 100+ (not sure how many are vehicle carriers and how many of them are Tesla) waiting around Shanghai port . So there are some random chance for one or two to get loaded in the next couple of weeks - A lot of guess here
Exports to Japan, Australia and NZ are also due this quarter.
It isn't anything to worry about, considering output has been 2-2.5k per day for all of June, soon to be 3-4k for all of July and August. I would say their biggest challenge now is finding enough ships to export.