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As I've said above, I expect Tesla to concentrate deliveries on the US while the sun is shining (tax credits available). When the sun stops shining here, they will open up to the global market which should demand at least what Tesla loses in domestic sales.
Then, years down the line, they should have production costs reduced to the point they don't need the subsidy to turn a profit. Their upscale models will never rely on subsidy to be profitable.
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