This is a postitive move for Tesla; buying electricity from Tesla will increase Tesla's profit; I'm sure they will have to pay more as compared to Tesla EVs
Yes, it is still the premium EV to buy; why would anyone want another Chinese EV when Tesla has proven to be the leder worldwide. That's the mindset of the local Chinese EV buyers
Great review and insight. There is still the enerhy business which is a hidden benefit -- and the ramp up of their batteries and cheaper batteries in China will help the Megapack when their new China Megapack factory goes full swing. It's ramp will be similar to how fast they can build their factories and the availability of lower cost materials and labor will greatly help in the mid to longer term