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State officials highlight worker choice in Tesla Giga Berlin labor dispute
As Tesla faces continued labor efforts in Europe over whether the company’s German Gigafactory will sign a collective labor agreement, the automaker has largely doubled down on the idea that its workers are better off being independent from a union’s influence. However, local officials have recently explained why they think an agreement could be mutually beneficial for workers and for Tesla overall, though they emphasize that it’s ultimately up to the workers.
Earlier this month, multiple workers at Tesla’s Gigafactory Berlin, including the works council leader, defended the company’s avoidance of a labor agreement, saying the automaker’s close proximity to the workers made it easier to make routine changes and find solutions for workers.
In recent statements to Teslarati, an official from the Brandenburg Ministry of Economy, Labor and Energy has noted how social partnership between workers and unions contributes to the German economy and to companies overall, while the autonomy of employees to choose remains an important part of the equation.
“It would be good if IG Metall and Tesla could agree on a collective labor agreement or at least talk about it,” said Felix Dollase, a spokesperson for the Brandenburg Ministry of Economy, Labor and Energy, in an email to Teslarati. The statements closely echoed those from Brandenburg Minister Jörg Steinbach made earlier this month.
“Like Social Partnership as a whole, this would have many advantages for both sides. Social partnership is partly responsible for prosperity. It has been creating conditions for economic growth for decades and is also responsible for a well-developed welfare state,” Dollase added.
In Germany, it is up to each individual worker to decide whether they want to join a union, and the greater the proportion of union-represented workers, the greater the strength of the union in that company, as Dollase clarified in the email. In addition, he explained that workers have the right to elect and facilitate a works council, which can’t be taken away by the company, and unions are allowed to offer up an electoral candidacy list during elections.
The result, Dollase says, is an effective system of businesses that play an important role in Germany’s economy and society. However, he also says individual autonomy in choosing whether or not to join a union plays an equal role in this process.
“This is not an obstacle for productivity, but increases it, and makes an important contribution to stabilizing society and the economy,” Dollase added. “This is why Social Partnership is and remains an important part of our economic system. But it is also characterized by the autonomy of the social partners.”
Tesla’s Giga Berlin elected a works council in 2022, though IG Metall has accused it of being comprised primarily of lower-level leadership workers who are close to executive management (via Wall Street Journal). The leader of the current works council at Giga Berlin recently also opposed a collective labor agreement with IG Metall in a report, saying that union influence would make the company lose its agility.
“We are close to the workforce,” said Michaela Schmitz, leader of Giga Berlin’s works council. “Our agility will be lost if we are influenced from outside.”
“We are focusing on ourselves in order to find solutions for our employees quickly and without unnecessary escalation and thus make changes happen significantly faster,” said Andre Thierig, senior director of manufacturing at Tesla’s Giga Berlin, in the same piece.
As of writing, Tesla and IG Metall have not responded to Teslarati‘s requests for comment on the ongoing labor efforts.
The statements come as Tesla faces strikes in Sweden, lodged by union IF Metall, and including sympathy strikes from other entities. Despite IF Metall’s attempts to encourage unions around the world to target Tesla, including IG Metall, the German union highlighted autonomy then too, noting the importance of individual workers having the choice as to whether or not they should join a union.
“If IG Metall got to decide, Tesla’s employees would have a collective agreement,” said IG Metall spokesperson Markus Sievers in a statement last month about the encouragement to join strike efforts. “But the initiative must come from the employees.”
One Tesla Sweden worker recently spoke out after being expelled from IF Metall, due to his unwillingness to join the strike. The worker, who asked to remain anonymous, said he is facing “harassment” from the union, adding that he feels “terrified” of them as they “try to make it difficult” for workers. Operationally, the Tesla Sweden employee explains, work has not changed much, despite the labor union’s efforts.
“The main reason is that I care about the environment and enjoy my job,” the worker said as to why he won’t join the strike. “And I care a lot about our customers too. I want customers to feel safe choosing Tesla.”
Despite this, IG Metall said in October that Tesla workers at Giga Berlin were joining the union in droves, largely due to health and safety concerns. Last January, the union also claimed that workers weren’t getting enough time for “leisure, family and recovery,” once again emphasizing that it thinks Tesla needs a union in Germany.
Tesla gets new neighbor as Germany’s IG Metall union builds office near Giga Berlin
Are you a worker at Tesla’s Gigafactory Berlin or a member of the German union IG Metall? If so, reach out and tell me your thoughts at zach@teslarati.com, find me on X at @zacharyvisconti, or send us your tips at tips@teslarati.com.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
