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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Disclosure: Rob Maurer is long TSLA stock & derivatives