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Tesla price cuts in China stoke demand despite protests

Credit: Tesla Asia/Twitter

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The price cuts issued by Tesla earlier this year in China are stoking demand, despite the current protests at Tesla locations in the country.

Over the past year, China has emerged as one of the world’s most competitive electric vehicle markets. The country has seen numerous offerings from countless brands, covering numerous price points and every vehicle segment you can think of. And in turn, Tesla has been forced to cut prices to remain competitive, and according to Tesla’s Chinese ordering site, these discounts may be enticing buyers despite the protests surrounding the controversial discount.

According to delivery times originally reported by Reuters, vehicles are now scheduled for delivery nearly a week longer than previously. Indicating that the recently lowered price may be enticing consumers.

The price cut in China is certainly substantial, revealing both why demand may be spiking and why local customers are protesting the recent change. The price cut can amount to as much as 13.5% of the purchase price of a base model vehicle, equating to as much as $5,300 off a base Model 3. And customers who missed the unannounced price cut by mere days may feel as though the rug has been pulled out from under them.

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While Tesla has yet to respond to protesters in China, the protesters have made their demands clear via posters and posts on social media. Protesters in Shanghai gave Tesla staff a list of 4 demands; apologize to customers for the unnannounced price cut, provide 62,000 free supercharging miles to customers who missed the discount by only a week, provide a free full-self-driving upgrade to affected customers, and provide points to the Tesla profiles of previous customers in further compensation.

According to comments made by Tesla staff late last week, they promised protesters that they would have a response available by Tuesday this week, though it is unclear if that promise will be met.

As noted by analysis and translation from CarNewsChina, this is far from the first time Chinese customers have aired their grievances with the American automaker. Perhaps one of the other most notable protests was regarding alleged “brake failure” that many believed Tesla was either hiding or ignoring. This problem got so bad that local news began to call the vehicles a potential hasard, despite no evidence of the brake failure becoming available.

It remains unclear how the conflict between the Chinese consumers and Tesla will be resolved or if any resolution will be reached. Nonetheless, it is clear that despite the protests happening, the sheer size of the Chinese market has meant that many consumers are still seizing the opportunity to purchase a Tesla at a lower price than normal. And who knows, maybe some of those sweet price cuts will head toward American shores in the new year.

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What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!

Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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Tesla Full Self-Driving is taking over Europe: fourth country gets FSD approval

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Credit: Tesla

Tesla has secured regulatory approval for its Full Self-Driving (Supervised) system in Denmark, marking a significant step in the technology’s expansion across Europe.

Announced on June 9, the approval positions Denmark as the fourth European country to greenlight FSD Supervised, following the Netherlands, Lithuania, and Estonia.

Rollout to Danish vehicle owners is expected to begin soon, the company said.

The Danish Road Traffic Authority granted provisional approval after reviewing the original type approval issued by the Dutch vehicle authority (RDW) on April 10, 2026.

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This national recognition approach allows individual countries to bypass slower EU-wide harmonization processes, accelerating deployment. Lithuania activated the system on May 20, with Estonia following on May 29, demonstrating a rapid domino effect across the region.

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FSD Supervised enables advanced driver assistance capabilities, including automatic steering, acceleration, braking, lane changes, and navigation through complex urban and rural environments. The system is designed for supervised use, as its name states, meaning drivers must remain attentive and ready to intervene at all times.

It adapts to diverse conditions, such as rain, night driving, and varied road types common in Denmark, but it is important to note that the tech is not fully autonomous.

Following a launch in Europe just a few months ago, with its first approval coming in the Netherlands, Tesla is just now highlighting the successful start.

Early data from the Netherlands highlights strong safety performance. Between April 10 and June 5, vehicles using FSD Supervised recorded 3.5 times fewer collisions than manual driving overall, with zero crashes reported on highways across more than 16.6 million kilometers driven.

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These results underscore the potential of the technology to enhance road safety when properly supervised.

Tesla’s European push builds on its global footprint, now reaching 12 countries with FSD Supervised availability. The software receives continuous over-the-air updates, improving performance based on real-world data from millions of miles.

In Denmark, owners with compatible hardware—particularly newer vehicles equipped with Hardware 4 (HW4)—are anticipated to gain access first, though exact timelines and eligibility details will be confirmed during rollout.

This approval reflects growing regulatory confidence in supervised autonomy across Europe. As more nations recognize the Dutch certification, Tesla continues to demonstrate how its AI-driven approach can navigate real-world driving scenarios effectively. Denmark’s addition strengthens Tesla’s position in the region, paving the way for broader adoption on a continent that his been surprisingly slow to adopt the technology.

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With FSD Supervised now approved in four European markets in just two months, the technology is steadily advancing toward wider availability. Tesla aims to refine the system further through ongoing data collection and software iterations, supporting its vision for safer and more efficient transportation.

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Tesla revises FSD transfer policy on new Cybertruck trim, causing cancellations

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Credit: Tesla

Tesla has apparently revised the policy it previously had listed for Full Self-Driving transfers on the newest All-Wheel-Drive Cybertruck that the company had sold for a steal price of just $59,000 earlier this year.

After initially stating that customers who bought the pickup would be able to transfer FSD purchases, Tesla recently changed the language in those terms and conditions to reflect that this would no longer be the case.

Tesla launches new Cybertruck trim with more features than ever for a low price

The adjustment in terminology has caused a handful of orderers to cancel their reservations due to the loss of FSD transfer:

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Tesla said orders for the new Cybertruck AWD must be placed by March 31, 2026, to qualify for the FSD transfer. The language in the document from earlier this year explicitly states that they “may qualify” for the transfer program, but the date of March 31 is explicitly mentioned.

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Additionally, Tesla Delivery Advisors reached out to some orderers of the AWD Cybertruck, who were told there was “an update to the eligibility of the Full Self-Driving (Supervised) transfer.” Tesla stated they could:

  • proceed without the transfer,
  • upgrade to a Premium or Cyberbeast trim and request an FSD Transfer
  • cancel the order and be refunded the $250 order fee.

Tesla turning around and changing these terms will undoubtedly result in a handful of cancellations on the part of those who have placed an order for this truck. They could pay $99 per month for an FSD subscription, which is now the only option available, but having purchased the suite outright on another vehicle and being told the transfer policy would be upheld, only to have it cancelled, is a tough pill to swallow.

These moves were also made by Tesla just before deliveries were set to begin on the Cybertruck AWD configuration. Reservation holders have started receiving VINs for their trucks, and Tesla is preparing to hand over the first units.

It’s a disappointing move from Tesla that will undoubtedly make some of its fans who have bought the truck frustrated.

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Tesla tipped its hand at where Robotaxi is heading next

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Tesla Cybercab production units rolling off the factory line in Gigafactory Texas (Credit: Tesla)
Tesla Cybercab production units rolling off the factory line in Gigafactory Texas (Credit: Tesla)

In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.

Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.

This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.

Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.

Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.

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By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.

On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.

This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.

For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.

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Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.

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