California Governor Gavin Newsom is currently visiting China to discuss climate initiatives, and one stop on Sunday included a visit to U.S. automaker Tesla’s factory in Shanghai.
Governor Newsom visited and toured the Tesla Gigafactory in Shanghai on Sunday, as detailed ahead of the trip by Cal Matters and reported by Elex Michaelson in a video on X. The visit to the world’s most productive electric vehicle (EV) plant underscores the unique relationship between the U.S. and China, as the latter country still controls much of the supply chain for EV battery materials.
The visit is intended to look at how China and California can cooperate on climate goals, and it included trips to Shenzen, where a fully electric 16,000-bus fleet is operational, an offshore wind facility in Jiangsu, and finally, the Shanghai facility. In addition, Newsom test-drove one of BYD’s hybrid vehicles and held a meeting in Beijing with Chinese President Xi Jinping.
In the video shared by Michaelson, you can see Newsom and other officials watching as the Model Y production line is in action. Michaelson notes that the facility produces around 2,000 cars per day at Giga Shanghai.
.@GavinNewsom tours @Tesla’s gigafactory outside Shanghai, China.
They produce 2,000 new cars a day here. pic.twitter.com/DE62OyEWKL
— Elex Michaelson (@Elex_Michaelson) October 29, 2023
In a separate video shared on X by WuWa on Sunday, Newsom was asked multiple questions outside of Giga Shanghai, including how he saw Tesla’s role in the cooperation between the U.S. and China.
“It’s demonstrable,” Newsom said. “I mean the jobs it’s created, the entrepreneurial spirit, the innovation. I’m happy to see the success of this facility.”
Newsom was also asked if he would talk to Tesla CEO Elon Musk when he returns to the U.S. about what he saw at Giga Shanghai, responding that he “imagines” they will, and noting that Tesla moved its engineering and R&D headquarters back to California earlier this year, as located in Palo Alto. Tesla also operates a large factory in Fremont, California.
Additionally, Newsom was spotted test-driving Tesla’s newly redesigned Model 3, which you can see below in a video shared by Sawyer Merritt.
California governor Gavin Newsom test drives the new Tesla Model 3pic.twitter.com/khN7Y7UTC6
— Sawyer Merritt (@SawyerMerritt) October 29, 2023
During his time in Jiangsu, Governor Newsom also signed a memorandum of understanding on climate change work, with a particular focus on offshore wind development. The state of California hopes to be producing 25 gigawatts of offshore wind electricity by 2045, which could provide around 13 percent of the state’s power supply and could power roughly 25 million homes in the state.
California has particularly ambitious climate and EV adoption goals compared to many other U.S. states, including a ban on the sale of new gas cars starting in 2035. Although the state has been ahead of the U.S. on EV adoption thus far, China still remains the top miner and producer of EV battery materials.
According to U.K. firm TechInsights, China manages about 80 percent of the world’s cobalt processing, 76 percent of the world’s natural graphite processing, 56 percent of its synthetic graphite and 60 percent of the world’s processing capacity for lithium compounds. The country also produces 50 percent of the world’s sodium hydroxide.
President Joe Biden’s Inflation Reduction Act (IRA) requires at least half of all EV battery components to be sourced in the U.S. or from a country with a free trade agreement.
California to disperse $40.5 million in funding for EV fast-chargers
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
Elon Musk
The Boring Company’s Vegas Loop moves 82k riders during CONEXPO
The Loop’s feat was highlighted by The Boring Company in a post on its official account on social media platform X.
The Boring Company said its Vegas Loop system transported roughly 82,000 passengers during the recent CONEXPO-CON/AGG construction trade show in Las Vegas. The event was held at the Las Vegas Convention Center (LVCC) from March 3-7, 2026.
The Loop’s feat was highlighted by The Boring Company in a post on its official account on social media platform X.
CONEXPO-CON/AGG 2026
CONEXPO-CON/AGG is one of the largest construction trade shows in North America. This year’s event was quite impressive, attracting more than 140,000 construction professionals from 128 countries across the world.
Considering the number of this year’s attendees, the LVCC Loop seemed to have proven itself to be a very useful transportation solution. A video posted by The Boring Company on its official X account featured attendees expressing their enthusiasm for the underground transport system, with some stating that they would like to see similar tunnels across Las Vegas.
The LVCC Loop is only part of the greater Vegas Loop network, which is actively under construction.
New Vegas Loop extensions
One of the newest additions is a station at the Fontainebleau Las Vegas resort on the Strip. The station is located on level V-1 of the resort’s south valet area, according to a report from the Las Vegas Review-Journal. From the Fontainebleau, passengers can travel free of charge to stations serving the Las Vegas Convention Center, as well as to Loop stations at Encore and Westgate.
The system is also expanding beyond the Strip corridor. In December, The Boring Company began offering Vegas Loop rides to and from Harry Reid International Airport. These trips include a limited above-ground segment after receiving approval from the Nevada Transportation Authority to allow surface street travel tied to Loop operations.
The Boring Company President Steve Davis previously told the Review-Journal that the University Center Loop segment, which is currently under construction, is expected to open in the first quarter of 2026. The extension would allow Loop vehicles to travel beneath Paradise Road between the convention center and the airport, with a planned station just north of Tropicana Avenue.
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Tesla preps to build its most massive Supercharger yet: 400+ V4 stalls
The project will be an expansion of the current Eddie World Supercharger in Yermo, California, and will take place in several stages.
Tesla is preparing to build its most massive Supercharger yet, as it recently submitted plans for an over 400-stall Supercharging station in California, which would dwarf its massive 168-stall location in Lost Hills, California.
The project will be an expansion of the current Eddie World Supercharger in Yermo, California, and will take place in several stages.
The expansion, adjacent to the existing Eddie World Supercharger, which is currently comprised of 22 older V2 and V3 stalls limited to 150 kW, unfolds across six phases.
Construction on Phase 1 begins later this year with 72 V4 stalls. Subsequent stages will progressively add hundreds more, culminating in over 400 next-generation chargers. Site plans label expansive parking arrays across Phases 1–5 along Calico Boulevard, with Phase 6 design still to be determined.
Tesla is planning an absolutely massive Supercharger expansion in Yermo, California!!
Over the course of 6 phases, Tesla is set to add over 400 V4 stalls in a commercial development known as Eddie World 2.
The first phase, which should begin construction sometime this year,… pic.twitter.com/ks5Y5dE8lR
— MarcoRP (@MarcoRPi1) March 6, 2026
The project was first flagged by MarcoRP, a notable Tesla Supercharger watcher.
Strategically located midway on I-15 between Los Angeles and Las Vegas, the station targets heavy EV traffic on this high-demand corridor.
The surrounding 20-mile stretch already hosts over 200 high-power stalls (including 40 at 250 kW, 120 at 325 kW, and more), plus 96 in nearby Baker—yet bottlenecks persist during peak travel.
In scale, it eclipses all existing Tesla Superchargers. The current record holder, the solar- and Megapack-powered “Project Oasis” in Lost Hills, California, offers 164 stalls. Barstow’s former leader had 120. Eddie World 2 will be more than double that size, cementing Tesla’s dominance in ultra-high-capacity charging.
Tesla finishes its biggest Supercharger ever with 168 stalls
Development blends charging with convenience. Architectural drawings show integrated retail: a 10,100 square foot Cracker Barrel, a 4,300 square foot McDonald’s, a 3,800 square foot convenience store, additional restaurants, drive-thrus, outdoor dining, and lease space.
EV-centric features include pull-through bays for Cybertrucks and trailers, ensuring accessibility for larger vehicles and future Semi trucks.
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Tesla makes latest move to remove Model S and Model X from its lineup
Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.
Tesla has made its latest move that indicates the Model S and Model X are being removed from the company’s lineup, an action that was confirmed by the company earlier this quarter, that the two flagship vehicles would no longer be produced.
Tesla has ultimately started phasing out the Model S and Model X in several ways, as it recently indicated it had sold out of a paint color for the two vehicles.
Now, the company is making even more moves that show its plans for the two vehicles are being eliminated slowly but surely.
Tesla’s latest decisive step toward phasing out its flagship sedan and SUV was quietly removing the Model S and Model X from its U.S. referral program earlier this week.
The change eliminates the $1,000 referral discount previously available to new buyers of these vehicles. Existing Tesla owners purchasing a new Model S or Model X will now only receive a halved loyalty discount of $500, down from $1,000.
The updates extend beyond the two flagship vehicles. New Cybertruck buyers using a referral code on Premium AWD or Cyberbeast configurations will no longer get $1,000 off. Instead, both referrer and buyer receive three months of Full Self-Driving (Supervised).
The loyalty discount for Cybertruck purchases, excluding the new Dual Motor AWD trim level, has also been cut to $500.
NEWS: Tesla has removed the Model S and Model X from the referral program.
New owners also no longer get a $1,000 referral discount on a new Cybertruck Premium AWD or Cyberbeast. Instead, you now get 3 months of FSD (Supervised).
Additionally, Tesla has reduced the loyalty… pic.twitter.com/IgIY8Hi2WJ
— Sawyer Merritt (@SawyerMerritt) March 6, 2026
These adjustments apply only in the United States, and reflect Tesla’s broader strategy to optimize margins while boosting adoption of its autonomous driving software.
The timing is no coincidence. Tesla confirmed earlier this year that Model S and Model X production will end in the second quarter of 2026, roughly June, as the company reallocates factory capacity toward its Optimus humanoid robot and next-generation vehicles.
With annual sales of the low-volume flagships already declining (just 53,900 units in 2025), incentives are no longer needed to drive demand. Production is winding down, and Tesla expects strong remaining interest without subsidies.
Industry observers see this as the clearest sign yet of an “end-of-life” phase for the vehicles that once defined Tesla’s luxury segment. Community reactions on X range from nostalgia, “Rest in power S and X”, to frustration among long-time owners who feel perks are eroding just as the models approach discontinuation.
Some buyers are rushing orders to lock in final discounts before they vanish entirely.
Doug DeMuro names Tesla Model S the Most Important Car of the last 30 years
For Tesla, the move prioritizes efficiency: fewer discounts on outgoing models, a stronger push for FSD subscriptions, and a focus on high-margin Cybertruck trims amid surging orders.
Loyalists still have a narrow window to purchase a refreshed Plaid or Long Range model with remaining incentives, but the message is clear: Tesla’s lineup is evolving, and the era of the original flagships is drawing to a close.
The Boring Company’s Vegas Loop moves 82k riders during CONEXPO
Tesla preps to build its most massive Supercharger yet: 400+ V4 stalls
