With Giga Berlin beginning production, Shanghai export to Europe will cease and the vast majority of Shanghai Teslas will be sold in China. China is the largest EV market in the world. It makes perfect sense to set up shop there.Strategically, incentivizing manufacturing in LA is a much better play than manufacturing in China. The labor force is there, the transport costs are lower and the carrot can be used to encourage stability among LA governments.
I have long advocated that the most elegant solution to our southern border problem is to provide incentive for Latinos to stay at home.
LA has zero EV market, zero infrastructure.
There may be something to you thesis, but not in this specific case.