dragontamer , 8 months ago

I’m not saying you’re wrong, but consider another story.

LiFePo4 cells from China could be stalled due to Red Sea traffic, and going around Cape-of-Africa is about 1-week longer than through the Suez Canal. And 1-week shipment delay could lead to 2-week production delays in practice depending on how various logistical details line up.

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But yes. Tesla famously removed RADAR and Ultrasonics from their cars two years ago in response to supply-chain disruptions. They were the “never stop production” companies, keep producing at all costs no matter what. Its a bit strange to me that they think that things will slow down in this case.

There’s good reason to believe that Elon Musk is truly worried about collapsing European demand due to the union issues. And is instead using the Red Sea attacks as an excuse to blame someone else for the shutdown.