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The Shanghai Energy Situation Is a Bit More Complicated Than We'd Like to Think.
The production denominator is growing extremely quickly, especially right now in shanghai. The government has asked that the power restrictions be removed for 16 auto part supplying factories supporting tessla and psyche motor. It doesn't sound like there would be any risk to august production, because tesse does have a backlog of supply. But if the power restrictions are not resolved, then there could be some risk for september production.