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Tesla shares updates on workplace safety, CAL-OSHA investigation results

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During the recently-held third quarter earnings call, CEO Elon Musk and VP for Environmental, Health and Safety (EHS) Laurie Shelby briefly discussed the safety initiatives that the company has implemented to keep its factory workers as safe as possible. In one of her remarks, the VP of EHS noted that it is an exciting time for Tesla today, as the company is making the “safest cars made by the safest people.”

In a recent blog post on Tesla’s official website, Laurie Shelby elaborated further on the company’s safety programs that were rolled out over the past year. Since joining Tesla back in October 2017, Shelby stated that her EHS team had grown to 250 employees, including 35 EHS staff in the Fremont factory alone. Several programs, some of which were teased during the earnings call, have also been started as part of Tesla’s pursuit of becoming the safest car factory on the market.

Back in June, for example, Tesla the started transitioning to a new occupational health clinic in the Fremont factory. These clinics are overseen by a leading California orthopedic surgeon specializing in the diagnosis and treatment of musculoskeletal injuries, which comprise around 85-90% of injuries in Tesla’s facilities. Shelby pointed out in her update that prior to its current system, Fremont’s health facility provided a lineup of services that was primarily focused on triage and first aid. With the newly rolled out clinic, Tesla’s workers can receive on-site, specialized care from full-time physicians who can provide medical assessments and immediate diagnosis.

As part of Tesla’s Early Symptom Intervention program, the company has also begun sending professional athletic trainers on the factory lines to identify potential injuries before they occur. These trainers are tasked with offering on-site evaluations and suggestions for improved ergonomic safety. So far, trainers have conducted more than 6,000 consultations with Tesla employees from the General Assembly, Seats, and Production Control lines, to name a few.

Perhaps most notable in the EHS VP’s update, though, was additional information on the CAL-OSHA investigation that was conducted earlier this year. Back in April, an expose by news agency Reveal based on accounts from alleged insiders and previous workers at Tesla accused the company of intentionally misreporting its injury rates. The expose blamed much of Tesla’s alleged safety problems on Elon Musk himself. At one point, for example, the publication noted that Tesla didn’t have enough hazard markings on the factory floor because “Elon does not like the color yellow.” Tesla promptly fired back, strongly denying the allegations in the report. A CAL-OSHA investigation into Tesla’s alleged malpractice eventually followed.

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During the third quarter earnings call, Laurie Shelby noted that the CAL-OSHA investigation lasted four months, and the organization found no misreporting on Tesla’s part.

Tesla’s Fremont factory, where all Model 3 are produced. [Credit: Tesla]

“The company here had a 4-month long Cal-OSHA investigation. And it basically proves that we are recording properly and doing as we should be. So it’s much different than what you would read about in the press,” she said.

In her safety update, Shelby added that after an extensive review of Tesla’s legally mandated records, injury logs, and safety policies, CAL-OSHA identified only two minor issues. One was an extension cord connected to a fan that created a potential trip hazard, and another was a date of injury that was incorrectly logged. Tesla promptly addressed the extension cord issue, while the incorrectly logged date of injury was immediately clarified and confirmed by a medical provider.

In true Tesla fashion, the company has ambitious goals when it comes to the safety of its employees. Earlier this year, for one, Shelby wrote a post announcing the company’s target of becoming the safest car factory in the world. The VP for EHS noted then that ultimately, workplace safety comes down to a combination of common sense, a culture that values safety, and a series of proactive preventive measures. If her recent update is any indication, it appears that over the past year, Tesla has started to make progress on all three fronts.

The full text of Tesla VP for EHS Laurie Shelby’s entire update could be accessed here.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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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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