Just because costs are higher for its competition doesn't mean that people are going to be buying more Teslas. Last I checked, Tesla was already down 40-60% in sales at its major European markets. They're getting absolutely slaughtered by BYD in China.
I mean as long as people are still buying cars, Tesla becomes more cost competitive. But in the short run it's not for consumers as much as it is for investors.
You may be right that Tesla will struggle internationally and the car market as a whole will struggle in USA