One by one, Tesla Model Y Ls roll out of the company’s end-of-line inspection bays, gleaming in black, white and gold. They are a mix of left-hand and right-hand drive – one of many signs the electric vehicles (EVs) produced here are destined for ports around the world.
The company touts a total assembly time of less than 40 seconds at its sprawling Gigafactory in Lingang, a coastal area on the far southeastern edge of Shanghai. From there, Tesla says, a finished car can reach the port and be loaded onto a ship within an hour.
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While his EV business relies heavily on China’s supply chain to fulfil global demand, Musk’s commercial aerospace company SpaceX has become a core national security contractor for the Pentagon.
Musk must perform a balancing act between the competing interests, which would require a complicated, ring-fenced strategy for his China operations to satisfy regulators in both Washington and Beijing, according to industry observers.