They want to sell internationally so that the market is there and distribution is ready globally as their production capacity increases.
They also need to make enough money to be cash flow positive while they continue down the manufacturing learning curve.
Those are two good reasons why you can’t just keep all your supply in the US even if the demand could cover your production.
GF3 is online in Q4 and Tesla will no longer ship any US units into China as of a couple weeks ago. All that Fremont production that had been shipping to China will revert to EU/US going forward.
They also need to make enough money to be cash flow positive while they continue down the manufacturing learning curve.
Those are two good reasons why you can’t just keep all your supply in the US even if the demand could cover your production.
GF3 is online in Q4 and Tesla will no longer ship any US units into China as of a couple weeks ago. All that Fremont production that had been shipping to China will revert to EU/US going forward.