GM is reportedly considering expanding EV production to its existing Ramos Arizpe plant in northern Mexico.
General Motors (GM) and other major American automakers have long had a presence South of the United States. Even now, vehicles like the Chevy Trax, Jeep Compass, and the ever-popular Chevy Silverado are produced en masse across the border in Mexico. Now, the most prominent American auto group is also considering expanding its EV production to Mexico.
The Mexican Economic Ministry announced that GM would be expanding EV production to the country via a tweet showing leaders from both parties discussing it yesterday.
La Sria. de Economía, Raquel Buenrostro, se reunió con General Motors. Informaron que en 2024 su complejo industrial de Ramos Arizpe, Coahuila, producirá solo vehículos eléctricos. Anunciaron el incremento de 5 mil empleos, fomentando la inclusión de género en su plantilla. pic.twitter.com/qatRlGLLwO
— Economía México (@SE_mx) January 3, 2023
The first tweet reads:
“The [Economic Minister], Raquel Buenrostro, met with General Motors. They reported that by 2024 their industrial complex in Ramos Arizpe, Coahuila, will produce only electric vehicles. They announced the increase of 5,000 jobs, promoting the inclusion of gender in their workforce.”
The second tweet clarifies, saying:
“The increase in jobs has been generated during this six-year term in the San Luis Potosí and Ramos Arizpe plants, resulting in a total of 4,500.”
According to the tweet from the Mexican Ministry, the Ramos Arizpe plant will be shifting to 100% EV production this year and aims to begin full production sometime in 2024. This follows news that GM had been increasing its workforce in Mexico by roughly 4,500, according to a clarifying tweet from the Ministry.
Mexico has become a hotspot for EV production over the past few years. Its location near the United States, cheaper labor, and its access to U.S. Federal EV incentives have made it a prime location for new EV production. This has attracted the likes of Ford and Tesla and is likely influencing brands like GM, Hyundai/Kia, and BMW, which already have significant production facilities in the country.
GM nor the Mexican Economic Ministry specified what vehicles the American auto giant would be producing at its revamped production facility, but it’s possible to make an educated prediction.
The Ramos Arizpe plant currently produces the Chevy Equinox and Chevy Blazer ICE vehicles. And coincidently, both of these vehicles will be available as electric models in the coming years. Hence, with the facility’s familiarity with the products and the production date of 2024 matching the introduction date of the two Chevy EV SUVs, it would not be surprising if they were produced at the revamped facility.
GM has not specified if existing ICE vehicle production lines would be halted. Still, with its recent hiring, one would anticipate that it is opening a new production line for strictly EVs.
It is no surprise that the General chose the Ramos Arizpe plant to produce EVs. Mear miles from Monterey, it is within a stone’s throw of the proposed location for the upcoming Tesla plant. And while GM is likely not basing its decision on its competition’s new location, both automakers have probably been lured to the site not only for the aforementioned cheaper labor and quick access to the U.S. market but also for the safety and infrastructure available in the area.
According to the U.S. State Department travel advisory site, the area of Monterey is safer than other border locations, including Baja California and the State of Tamaulipas. At the same time, the locations chosen by both manufacturers are serviced by one of the largest highways going into the United States, Mexico Route 85/U.S. Interstate 35.
It is a positive sign to see the behemoth of General Motors finally changing course toward electric vehicles. And while its recently announced products have been fantastic to hear about, announcing production changes is more concrete evidence of the change happening behind the scenes. And whatever the company decides to build at its Mexican facility, you can count me as excited to see it come to fruition.
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!
Elon Musk
Elon Musk echoes worries over Tesla control against activist shareholders
Elon Musk has spoken on several occasions of the “activist shareholders” who threaten his role at Tesla.

Elon Musk continues to raise concerns over his control of Tesla as its CEO and one of its founders, as activist shareholders seem to be a viable threat to the company in his eyes.
Musk has voiced concerns over voting control of Tesla and the possibility of him being ousted by shareholders who do not necessarily have the company’s future in mind. Instead, they could be looking to oust Musk because of his political beliefs or because of his vast wealth.
We saw an example of that as shareholders voted on two separate occasions to award Musk a 2018 compensation package that was earned as Tesla met various growth goals through the CEO’s leadership.
Despite shareholders voting to award Musk with the compensation package on two separate occasions, once in 2018 and again in 2024, Delaware Chancery Court Judge Kathaleen McCormick denied the CEO the money both times. At one time, she called it an “unfathomable sum.”
Musk’s current stake in Tesla stands at 12.8 percent, but he has an option to purchase 304 million shares, which, if exercised, after taxes, he says, would bump his voting control up about 4 percent.
However, this is not enough of a stake in the company, as he believes a roughly 25 percent ownership stake would be enough “to be influential, but not so much that I can’t be overturned,” he said in January 2024.
I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned.
Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand…
— Elon Musk (@elonmusk) January 15, 2024
Musk’s concerns were echoed in another X post from Thursday, where he confirmed he has no current personal loans against Tesla stock, and he reiterated his concerns of being ousted from the company by those he has referred to in the past as “activist shareholders.”
The CEO said during the company’s earnings call in late July:
“That is a major concern for me, as I’ve mentioned in the past. I hope that is addressed at the upcoming shareholders’ meeting. But, yeah, it is a big deal. I want to find that I’ve got so little control that I can easily be ousted by activist shareholders after having built this army of humanoid robots. I think my control over Tesla, Inc. should be enough to ensure that it goes in a good direction, but not so much control that I can’t be thrown out if I go crazy.”
The X post from Thursday said:
Just fyi I don’t have personal loans at this time against Tesla stock.
Also, the taxes on the options are ~45%, so net gain in voting control is more like 4%.
It is worrying in that I don’t want to build millions of robots and then potentially be ousted by activists and…
— Elon Musk (@elonmusk) July 31, 2025
There is a concern that Musk could eventually put his money where his mouth is, and if politicians and judges are able to limit his ownership stake as they’ve been able to do with his pay package, he could eventually leave the company.
The company’s shareholders voted overwhelmingly to approve Musk’s pay package. A vast majority of those who voted to get Musk paid still want him to be running Tesla’s day-to-day operations. Without his guidance, the company could face a major restructuring and would have a vastly new look and thesis.
News
People are already finding value in Tesla Robotaxi services
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area.

Tesla’s Robotaxi service is still in its earliest days, but some consumers are already finding surprising value in the autonomous ride-hailing system.
This was hinted at in recent comments on social media platform X.
Robotaxi Ramp
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area. Tesla’s geofence for its Robotaxi service in the Bay Area is massive, covering several times the area that is currently serviced by rival Waymo.
As noted by the EV community members on social media, going end-to-end in Tesla’s Bay Area geofence would likely take over an hour’s worth of driving. That’s an impressive launch for the Robotaxi service in California, and considering Tesla’s momentum, its California geofence will likely grow substantially in the coming months.
Secret Advantage
As noted by Tesla owner and photographer @billykyle, the Tesla Robotaxi service actually has key advantages for people who travel a lot for their work. As per the Tesla owner, using a Robotaxi service would give back so much of his time considering that he gets about 5-7 shoots per day at times.
“I’ve been reflecting on how much of a game changer this is. As a photographer that runs my own business, servicing clients all around the Philadelphia area, I could ditch having a car and let an autonomous vehicle drive me between my 5-7 shoots I have per day. This would give me so much time back to work and message clients,” the photographer wrote in a post on X.
The Tesla owner also noted that the Robotaxi service could also solve issues with parking, as it could be tricky in cities. The Robotaxi service’s driverless nature also avoids the issue of rude and incompetent ride-hailing drivers, which are unfortunately prevalent in services such as Uber and Lyft. Ultimately, just like Unsupervised FSD, Tesla’s Robotaxi service has the potential to reclaim time for consumers. And as anyone in the business sphere would attest, time is ultimately money.
News
Tesla Robotaxi and Supercharger Diner are killing a dreaded consumer tradition
Tesla is still just charging strictly for its services–while asking for zero tips.

Tesla’s Robotaxi service and its newly launched Supercharger Diner are killing a longtime but increasingly dreaded consumer tradition in the United States. Based on videos taken of consumers using the Robotaxi service in the Bay Area, Tesla is still just charging strictly for its services–while asking for zero tips.
Tesla Services with Zero Tips
When Tesla launched the Robotaxi pilot in Austin, users quickly noticed that the company was not allowing riders to leave a tip for the service. If one were to try leaving a tip after a Robotaxi ride, the app simply flashes an image of Tesla’s meme hedgehog mascot with a “Just Kidding” message.
At the time, this seemed like a small tongue-in-cheek joke from the electric vehicle maker. The initial Robotaxi pilot in Austin was rolled out on a small scale, after all, and some social media users speculated that tipping may eventually just be introduced to the service.
But upon the opening of the Tesla Supercharger Diner, consumers also observed that the facility does not allow tipping. Tesla’s notice is simple: “Gratuity: Tesla covers tipping for staff.” This means that employees who work at the Tesla Diner make enough to not rely on gratuities from consumers.
And with the launch of the Robotaxi service in the Bay Area, users observed once more that Tesla is still not allowing tipping. This was highlighted by longtime Tesla owner @BLKMDL3, who shared a video of the Tesla Robotaxi app also briefly displaying the hedgehog mascot with a “Just Kidding” message when he tried leaving a tip.
Out of Control
As noted in a report from The Guardian, tipping has been a longstanding business practice in the United States, were service workers typically make less than the federal minimum wage. With this system in place, service workers end up relying on gratuities to make ends meet. This was understandable, but after the pandemic, tipping culture ended up going out of control.
On platforms such as Reddit, users have also complained about services like Uber asking for large tips for using their services. Consumers have also shared shocking experiences involving some services that ask for tips. These include self-checkout counters, drive-throughs, hotdog stands, drug stores, a bottled water stall at a jazz festival, an airport vending machine, a used bookstore, a cinema box office, and a children’s arcade, among others.
-
Elon Musk2 weeks ago
Tesla Supercharger Diner food menu gets a sneak peek as construction closes out
-
Elon Musk2 weeks ago
Elon Musk gives key update on plans for Tesla Diner outside of LA
-
News5 days ago
Tesla hints a smaller pickup truck could be on the way
-
Elon Musk2 weeks ago
Elon Musk confirms awesome new features at Tesla Diner Supercharger
-
Investor's Corner1 week ago
LIVE BLOG: Tesla (TSLA) Q2 2025 earnings call updates
-
Investor's Corner2 weeks ago
Tesla ‘Model Q’ gets bold prediction from Deutsche Bank that investors will love
-
Elon Musk2 weeks ago
Elon Musk’s Neuralink posts massive update with new milestone
-
Elon Musk2 weeks ago
Tesla preps to expand Robotaxi geofence once again, answering Waymo