@Timmy ... to match, but thankfully #GigaShanghai has extremely low COGS, and after the recent upgrade they should have fallen even more .

7) I could talk a LOT more about the automotive side, but I'd rather detour. Because analyst valuations for #Tesla are based almost entirely on the automotive side and value everything else #Tesla Energy, #FSD, #Optimus, etc at nearly nothing by comparison.

I'm neither a #FSD optimist nor an optimist about #Optimus. Likewise, while I think the solar...

Tesla production update: Giga Shanghai 1M, Australia & New Zealand get Model Y deliveries, 3M electric cars produced - Tesla Oracle

Tesla (TSLA) shares the production milestones the automaker has reached year-to-date. 1 million cars at Giga Shanghai, 3 million in total, and more.

Tesla Oracle
Tesla supplier CATL wins exploration rights to lithium project in China

Tesla China’s battery supplier Contemporary Amperex Technology (CATL) won a bid for exploration rights to a lithium clay project located in Yichun through its subsidiary Yichun Contemporary Amperex Resources Limited. The bid cost RMB 856 million (about $134.8 million). The lithium clay project is located in the Huaqiao Town of Yifeng County and Shangfu Town …

TESLARATI
Tesla restarts limited production at Giga Shanghai after weeks of closure (video) - Tesla Oracle

Tesla has finally started production at its Gigafactory Shanghai after weeks of strict closure due to the COVID-19 situation in the Chinese city.

Tesla Oracle
Tesla China's battery supply set to increase with CATL share sale

Tesla’s battery supply for its cars made in China is set to expand. The electric automaker’s battery cell supplier in China, Contemporary Amperex Technology Co. (CATL), is set to sell $9 billion in stock to increase its manufacturing capacity as the EV market expands. CATL said on Friday morning that it expects to raise up …

TESLARATI
Tesla touts its Model Y 'Alien Dreadnought' production lines in China in new video

Tesla’s “Alien Dreadnought” Model Y lines at Gigafactory Shanghai in China are being touted in a new promotional video from the automaker released earlier today. The video was posted by Tesla and shared by owner and enthusiast @Ray4Tesla on Twitter. Showing the numerous production processes of the Model Y crossover at the China plant, the …

TESLARATI
Tesla stock spikes on China delivery figures, then cools down for no reason

Tesla (NASDAQ: TSLA) stock spiked nearly 3% this morning after positive news from China that effectively debunked rumors of declining sales figures in May. However, the increase in price was short-lived, as the stock dropped back down to the $600 level after opening at $623.01, despite no negative news being reported regarding Tesla this morning. …

TESLARATI
Tesla China to store vehicle data locally while giving drivers access to it

Tesla has alleviated potential security concerns in China by announcing it will store vehicle data locally in a posting on its official Weibo page, a Chinese social media site. Tesla owners will also be able to access their vehicle’s data, according to the company’s announcement. Earlier this year, it was reported that Tesla’s vehicle cameras …

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