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Tesla’s 4680 battery plant in Germany shouldn’t delay Giga Berlin’s initial production dates

Credit: Tesla

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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.

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“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:

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“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.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla begins expanding Robotaxi access: here’s how you can ride

You can ride in a Tesla Robotaxi by heading to its website and filling out the interest form. The company is hand-picking some of those who have done this to gain access to the fleet.

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Credit: @HanChulYong/X

Tesla has begun expanding Robotaxi access beyond the initial small group it offered rides to in late June, as it launched the driverless platform in Austin, Texas.

The small group of people enjoying the Robotaxi ride-hailing service is now growing, as several Austin-area residents are receiving invitations to test out the platform for themselves.

The first rides took place on June 22, and despite a very small number of very manageable and expected hiccups, Tesla Robotaxi was widely successful with its launch.

Tesla Robotaxi riders tout ‘smooth’ experience in first reviews of driverless service launch

However, Tesla is expanding the availability of the ride-hailing service to those living in Austin and its surrounding areas, hoping to gather more data and provide access to those who will utilize it on a daily basis.

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Many of the people Tesla initially invited, including us, are not local to the Austin area.

There are a handful of people who are, but Tesla was evidently looking for more stable data collection, as many of those early invitees headed back to where they live.

The first handful of invitations in the second round of the Robotaxi platform’s Early Access Program are heading out to Austin locals:

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Tesla likely saw an influx of data during the first week, as many traveled far and wide to say they were among the first to test the Robotaxi platform.

Now that the first week and a half of testing is over, Tesla is expanding invites to others. Many of those who have been chosen to gain access to the Robotaxi app and the ride-hailing service state that they simply filled out the interest form on the Robotaxi page of Tesla’s website.

That’s the easiest way you will also gain access, so be sure to fill out that form if you have any interest in riding in Robotaxi.

Tesla will continue to utilize data accumulated from these rides to enable more progress, and eventually, it will lead to even more people being able to hail rides from the driverless platform.

With more success, Tesla will start to phase out some of the Safety Monitors and Supervisors it is using to ensure things run smoothly. CEO Elon Musk said Tesla could start increasing the number of Robotaxis to monitors within the next couple of months.

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Tesla analyst issues stern warning to investors: forget Trump-Musk feud

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Credit: Tesla

A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.

Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.

Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:

“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”

This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.

On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.

Tesla analysts believe Musk and Trump feud will pass

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Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.

In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.

Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.

Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.

Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.

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Tesla surges following better-than-expected delivery report

Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.

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(Credit: Tesla)

Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.

Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.

Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage

Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.

There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.

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At noon on the East Coast, Tesla shares were up about 4.5 percent.

It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.

It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.

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These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.

Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.

He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:

“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”

Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:

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“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”

Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.

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