Supply Chain Research

Tesla will open a new “Gigafactory” in Berlin, focused on production of components and the Model Y from 2021. That extends the firm’s in-market production strategy that has seen it also open a factory in Shanghai, which has just received approval to enter mass production and will reduce its reliance on exports from the U.S. Total U.S. exports of electric vehicles reached 53,000 vehicles in 3Q – of which Tesla likely represented over 90% – at an average value of $39,900 per vehicle. Export growth was driven by a 381% surge in shipments to China after tariffs were removed and by a jump in ...