Shanghai Exports? + Analyst Updates, Musk Tweets (09.11.20)

➤ Bloomberg and Reuters report that Tesla plans to export from Giga Shanghai — is it a sign of demand constraints in China or a move to optimize logistics? ➤ Looking back at Tesla's previous comments about Giga Shanghai ➤ UBS, JMP Securities weigh in on TSLA in updated notes ahead of Battery Day and after Tesla's $5B capital raise ➤ Elon Musk tweets about Battery Day, Tesla's HVAC plans ➤ EU reportedly considering raising 2030 emissions requirements

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Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives