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Elon Musk Continuing His Running Feud With Koch Brothers

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Elon Musk

If you missed it over the weekend, Elon Musk has reacted on Twitter to a story making the rounds about the Koch Brothers’ plan to fund a new special interest group whose mission will be to publicize the wonders of fossil fuels. 30 years ago, the tobacco companies ran a similar charm offensive to convince people that smoking was good for us. That message was backed by testimony from unscrupulous physicians who placed a higher priority on fattening their own wallets than following the dictates of the Hippocratic Oath.

The group, which has not yet begun to operate, will target subsides for electric cars as one of primary missions. “Koch Industries does not oppose electric vehicles,” said Philip Ellender, a spokesman for the company, according to the Washington Post. “What we oppose is government subsidizing and mandating a particular form of energy over another. We oppose all subsidies – even for those industries in which we participate.”

That last line is what has Elon riled up. On Friday, he tweeted:

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Some have questioned whether the IMF estimate is accurate, saying the percentage of subsidies is far less than 6.5% and perhaps as low as 0.5%. Musk responded to that line of reasoning on Sunday.

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Musk is known as a passionate proponent of weaning the world off fossil fuels. That is really the fundamental reason why Tesla Motors was founded in the first place. Tesla Energy is a further extension of that principle.

The Koch Brothers and their various companies have a total annual income approaching $115 billion, much of it derived from fossil fuels. They have a great deal to lose if the transition away from fossil fuels Musk is spearheading succeeds. They have enormous resources and access to any number of spokespeople who are only too happy to say what they are paid to say. But if they choose to take on Elon Musk, they will find him to be an indefatigable opponent. Let the war of words begin.

Photo credit: David Paul Morris/Bloomberg via Washington Post

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"I write about technology and the coming zero emissions revolution."

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Tesla Model Y demand in China is through the roof, new delivery dates show

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Credit: Tesla China

Tesla Model Y demand in China is through the roof, and new delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025.

The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV 4. In China, the EV market is substantially more saturated, with more competitors than in any other market.

However, Tesla has been kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else. Demand has been strong for the Model Y in China; it ranks in the top 5 of all EVs in the country, trailing the BYD Seagull, Wuling Hongguang Mini EV, and the Geely Galaxy Xingyuan.

The other three models ahead of the Model Y are priced substantially lower.

Tesla is still dealing with strong demand for the Model Y, and the company is now pushing delivery dates to early 2026, meaning the vehicle is sold out for the year:

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Tesla experienced a 9.9 percent year-over-year rise in its China-made EV sales for November, meaning there is some serious potential for the automaker moving into next year despite increased competition.

There have been a lot of questions surrounding how Tesla would perform globally with more competition, but it seems to have a good grasp of various markets because of its vehicles, its charging infrastructure, and its Full Self-Driving (FSD) suite, which has been expanding to more countries as of late.

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Tesla Model Y is still China’s best-selling premium EV through October

Tesla holds a dominating lead in the United States with EV registrations, and performs incredibly well in several European countries.

With demand in China looking strong, it will be interesting to see how the company ends the year in terms of global deliveries.

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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign

The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.

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Credit: Tesla

Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands. 

The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.

The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.

Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun. 

“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website. 

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This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.

Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.

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Tesla sees sharp November rebound in China as Model Y demand surges

New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.

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Credit: Tesla China

Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October. 

New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.

Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.

The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.

This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.

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For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.

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