Even though not everybody likes to hear that I think Tesla could get a problem with overcapacity in the next years.
"Tesla is rumored to be behind a massive new land deal to secure over 100 acres next to its Gigafactory Shanghai in China."
https://electrek.co/2021/03/02/tesla-rumored-behind-massive-land-deal-china/
"Exclusive: India woos Tesla with offer of cheaper production costs than China"
https://www.reuters.com/article/us-india-tesla-minister-exclusive-idUSKBN2AU1AY
The entire luxury car market in India was 35,000 units last year. Even if India would outright ban vehicle imports from China it is hard to justify another full scale factory in the country.
Tesla will have an emission pool with FCA (including Alfa Romeo) and Honda in 2021 in Europe. FCA will need less credits this year due to Stellantis merger with Groupe PSA, who has more EV offerings.
Matthias Schmidt auf Twitter: "#FCA/#Tesla EU CO2 pool confirmed for 2021, which is a potential kick in the teeth to Tesla as FCA will benefit from PSA/Stellantis technology + 500e and Jeep PHEV roll-out and will not be as reliant on Tesla. OEMs can't join more than one single pool. https://t.co/74SsqPuM33" / Twitter
News on the factory in Germany, Tesla still needs 350 more employees, mostly high level specialists. The goal is to start regular production in July.
Tesla-News: 350 Stellen Elon Musks Gigafactory noch unbesetzt (handelsblatt.com)
Tesla Gigafactory in Brandenburg: Bau verzögert sich | AUTO MOTOR UND SPORT (auto-motor-und-sport.de)
some February sales numbers
