Struggling to to fulfill demand for hot Tesla model 3, Musk is desperately looking to increase production capacity for his batteries by opening massive gigafactories. This surpising decision to open in the US is certainly Trump-friendly and consistent with America first policy, but does US truly scale in cost and supply for something like this as compared to China? Since Tesla is struggling really hard to keep model 3 as affordable, will decision to manufactur in the US put Tesla at disadvantage to other manufacturers who ate aggressively getting to electric car business and have large manufacturing outside of US?
I am on the fence for this one, happy to be persuaded one way or the other.
is Musk decision for gigafactories in US a smart business decision?