Why do you think they will shift manufacturing abroad in the near future? The factories in China are building for the Chinese market to avoid import duties.
A) When it’s significantly cheaper to produce vehicles outside of the US due to regulatory and labor costs, Tesla will do what’s economically rational. B) US auto manufacturing is subpar. A big reason why I liked Tesla in the beginning was the narrative of US manufacturing revival. Thought they were serious about producing quality vehicles here. Past two years showed that’s not the case.