News
Tesla’s 4680 battery plant in Germany shouldn’t delay Giga Berlin’s initial production dates
Tesla’s Giga Berlin production facility is going to have a 4680 battery cell manufacturing plant on site. While some media outlets claim a delay in the Giga Berlin timeline should be expected due to the battery facility being added onto Tesla’s application, there isn’t any evidence to indicate that Tesla’s electric vehicles will be produced any later than the company expects.
The Tesla Giga Berlin production plant project has been one of the most anticipated vehicle manufacturing facilities in recent memory. But what started as Tesla’s way to introduce its products on a wider scale to the European market has become a long and drawn-out game of chess between the California automaker and German regulators. The most recent move in the plans occurred several days ago when Tesla finally decided to add its planned 4680 battery cell manufacturing plant to its application, bringing on the idea that the car company would be able to produce and install its own in-house batteries into its industry-leading electric cars.
However, the inclusion of the cell manufacturing plant in the newly revised application gives some the idea that Tesla’s project in Germany could sustain further delays. However, Teslarati sources in Germany say that the project shouldn’t incur any further delays; it will just require more deliberation on the part of the German authorities, who have the ultimate say in the project’s progress. While Tesla executives have recently voiced their discontent for the timeliness of the approval process, the sources indicate that German regulators are already talking about the inclusion of the 4680 battery factory at the Giga Berlin property, meaning the process, while deliberate, shouldn’t affect Tesla’s timeframes for initial EV production.
Tesla’s 4680 battery cells were unveiled at the company’s Battery Day in September 2020. The cells differ greatly from the 2170 cells by offering more energy, range, and power through numerous developments made by Tesla’s battery cell team.
Tesla originally planned to have Giga Berlin up and running later this year, and Summer 2021 was a timeframe that was commonly mentioned within the automaker’s plans. However, the ultimate authority who has the final say in when the electric vehicle manufacturing facility is the State Environmental Agency, who will now have to backtrack slightly as the application for Tesla’s production plant will need revisions due to the newly-included 4680 cell building will need to be considered. There is no separate application for the 4680 plant. Instead, it is simply added to the already-existing “master” application for the Giga Berlin facility.
“If this additional investment now flows into the permit application, it goes without saying that the application documents must be revised, and then the approval authorities have the last word,” Dietmar Woidke, Brandenburg’s Prime Minister, said, according to Automobilewoche. “We are well-advised to do everything we can to ensure that the entire permit for car production in Grünheide runs in a legally secure manner. The further process is currently being discussed.”
Tesla Giga Berlin’s battery factory deemed “very important” investment by minister
Woidke is a supporter of Tesla’s project and called the inclusion of the battery plant “positive news” for Germany as a whole. The plant, when finished, will provide a substantial number of employment opportunities for German citizens and will provide a healthy economic impact in the area.
German regulators have already taken their time with preliminary approvals for the facility due to refined and deliberate examinations of all elements involved. Tesla has been doing all of the work on the property without anything more than these preliminary approvals. Effectively, Tesla is running an “at-your-own-risk” construction project in Germany, and if regulators decide in a few months they do not want an electric vehicle manufacturing plant to operate in the area, Tesla will be required to bring the land back to its original state, assuming all financial risk. This scenario, while relatively unlikely, would be a blow not only to Tesla but the electric vehicle movement as a whole, as the largest EV company in the world would be extracted from the largest EV market in the world.
Tesla has likely come to the conclusion that the Summer production and delivery timeframe is not going to be achieved. In its latest Earnings Call Update Letter that was released on Monday, April 26th, the company said:
“In Europe, buildout of Gigafactory Berlin is continuing to move forward, with production and deliveries remaining on track for late 2021. Machinery for paint, stamping, castings, etc., continues to be moved into the building. In the meantime, we will continue to increase import volumes to Europe.”
However, the 4680 cell plant shouldn’t prolong Tesla’s initial vehicle manufacturing efforts. While the initial timeframes for vehicle production have been pushed back from the Summer to the end of the year, there is plenty of evidence to suggest that the 4680 plant’s inclusion will simply prolong Tesla’s construction efforts, and not necessarily the initial production effort’s start date.
Lifestyle
Tesla Model S Plaid battles China’s 1500 hp monster Nurburgring monster, with surprising results
There is just something about Tesla’s tuning and refinement that makes raw specs seem not as game-changing.
The Tesla Model S Plaid has been around for some time. Today, it is no longer the world’s quickest four-door electric sedan, nor is it the most powerful. As per a recent video from motoring YouTube channel Carwow, however, it seems like the Model S Plaid is still more than a match for some of its newer and more powerful rivals.
The monster from China
The Xiaomi SU7 Ultra is nothing short of a monster. Just like the Model S Plaid, it features three motors. It also has 1,548 hp and 1,770 Nm of torque. It’s All Wheel Drive and weighs a hefty 2,360 kg. The vehicle, which costs just about the equivalent of £55,000, has been recorded setting an insane 7:04.957 at the Nurburgring, surpassing the previous record held by the Porsche Taycan Turbo GT.
For all intents and purposes, the Model S Plaid looked outgunned in Carwow’s test. The Model S Plaid is no slouch with its three motors that produce 1,020 hp and 1,420 Nm of torque. It’s also a bit lighter at 2,190 kg despite its larger size. However, as the Carwow host pointed out, the Model S Plaid holds a 7:25.231 record in the Nurburgring. Compared to the Xiaomi SU7 Ultra’s record, the Model S Plaid’s lap time is notably slower.
Real-world tests
As could be seen in Carwow’s drag races, however, Tesla’s tech wizardry with the Model S Plaid is still hard to beat. The two vehicles competed in nine races, and the older Model S Plaid actually beat its newer, more powerful counterpart from China several times. At one point in the race, the Xiaomi SU7 Ultra hit its power limit due to its battery’s temperature, but the Model S Plaid was still going strong.
The Model S Plaid was unveiled five years ago, in September 2020. Since then, cars like the Lucid Air Sapphire and the Xiaomi SU7 Ultra have been released, surpassing its specs. But just like the Model Y ended up being the better all-rounder compared to the BYD Sealion 7 and the MG IM6, there is just something about Tesla’s tuning and refinement that makes raw specs seem not as game-changing.
Check out Carwow’s Model S Plaid vs Xiaomi SU7 drag race video below.
Lifestyle
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
On paper, the BYD Sealion 7 and MG IM6 promised standout capabilities against the Model Y.
BYD is seeing a lot of momentum in Europe, so much so that mainstream media has taken every opportunity to argue that the Chinese automaker has beaten Tesla in the region. But while BYD sales this year in Europe are rising and Tesla’s registrations remain challenged, the raw capabilities of vehicles like the Model Y are difficult to deny.
This was highlighted in a 500-mile challenge by What Car? magazine, which showed that the new Tesla Model Y is more efficient, cheaper to run, and more reliable than rivals like the BYD Sealion 7, and even the nearly 400 KW-charging MG IM6.
Range and charging promises
On paper, the BYD Sealion 7 and MG IM6 promised standout capabilities against the Model Y. The Sealion 7 had more estimated range and the IM6 promised significantly faster charging. When faced with real-world conditions, however, it was still the Model Y that proved superior.
During the 500-mile test, the BYD nearly failed to reach a charging stop, arriving with less range than its display projected, as noted in a CarUp report. MG fared better, but its charging speeds never reached its promised nearly-400 kW charging speed. Tesla’s Model Y, by comparison, managed energy calculations precisely and arrived at each stop without issue.
Tesla leads in areas that matter
Charging times from 25% to 80% showed that the MG was the fastest at 17 minutes, while Tesla and BYD were close at 28 and 29 minutes, respectively. Overall efficiency and cost told a different story, however. The Model Y consumed 19.4 kWh per 100 km, compared to 22.2 for MG and 23.9 for BYD. Over the full trip, Tesla’s charging costs totaled just £82 thanks to its supercharger network, far below BYD’s £130 and MG’s £119.
What Car? Magazine’s testers concluded that despite BYD’s rapid sales growth and the MG IM6’s seriously impressive charging speeds, Tesla remains the more compelling real-world choice. The Model Y just offers stability, efficiency, and a proven charging infrastructure through its Supercharging network. And as per the magazine’s hosts, the Model Y is even the cheapest car to own among the three that were tested.
Watch What Car? Magazine’s 500-mile test in the video below.
Investor's Corner
Tesla gets another new price target as recent events ‘remove large overhang’
Tesla (NASDAQ: TSLA) got another new price target this week after one firm said that recent events “have removed a large overhang on the stock.”
Tesla (NASDAQ: TSLA) got another new price target this week after one firm said that recent events “have removed a large overhang on the stock.”
This year, Tesla has had an up-and-down performance on Wall Street, but gains over the past month have overshadowed much of the skepticism and pressure on the stock.
However, over the past 30 days, a lot of good things have happened: Tesla has shown it has a lot of demand for its vehicles, which will likely translate to good delivery figures, it figured out a compensation plan for CEO Elon Musk, and the company’s clear focus on Robotaxi and Optimus puts it in a good position for the future as the focus comes off of quarterly deliveries.
Tesla board reveals reasoning for CEO Elon Musk’s new $1 trillion pay package
Deutsche Bank recognized these potential catalysts and wrote in a note to investors:
“Ahead of 3Q25 deliveries next week, we raise our near-term estimates given stronger volume in the quarter, but keep our full-year and 2026 outlook mostly unchanged. We think Elon Musk’s clear focus on Tesla’s most important efforts (Robotaxi and Optimus) and the recent compensation package have removed a large overhang on the stock going forward, will allow Tesla to benefit from being a leader in embodied AI.”
These points specifically pushed Deutsche Bank’s reasoning for pushing its price target to $435 from $345.
In terms of quarterly deliveries, the firm expects Tesla to report 461,500 for the quarter. “We expect +20% growth in China and N. America, with some decline in Europe as competition and branding continue to weigh in on demand,” Deutsche Bank said.
Wall Street firm makes shock move for Tesla Q3 delivery prediction
Overall, IR-compiled consensus estimates put deliveries at 443,100:
$TSLA IR-compiled 3Q consensus deliveries for next week is 443.1K -4.3% YoY and +15.4% QoQ. Our 3Q estimate remains 470K so we are still looking for a material beat when TSLA reports 3Q deliveries and production on 10/2. The FY’2025 consensus is 1,603.2K so -10.4% YoY. pic.twitter.com/yuFh9Igvb9
— Gary Black (@garyblack00) September 26, 2025
Tesla received other price target boosts this week, including one from Wedbush’s Dan Ives, who bumped his outlook on the stock from $500 to a Street-high $600.
Tesla Model S Plaid battles China’s 1500 hp monster Nurburgring monster, with surprising results
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
Tesla gets another new price target as recent events ‘remove large overhang’
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