Half of Tesla's business (and more than that of its profit) is
China dependant (made in China + Sold in China)
Tesla only began to show positive cashflow in the past 2 years since it opened up in China &
started to gain market share in the Chinese domestic auto market.
So, IMO, US economic sanctions on Tesla would wreck Tesla because it would deprive it of economy of scale.
Next generation R&D sinks many auto manufacturers who dont have an economy of scale, IMO.
(source : Macrotrends)
