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Stellantis considering investing Billions in Mexico to produce EVs Stellantis considering investing Billions in Mexico to produce EVs

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Stellantis considering investing Billions in Mexico to produce EVs

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Stellantis NV may invest billions into renovating a Mexican plant to build hybrid and battery electric vehicles. However, plans are not yet  finalized and could change. In an emailed response to Bloomberg, Stellantis spokesperson, Shawn Morgan, said that the company regularly invests in all of its plants around the world.

“We invest regularly in plants all around the world to upgrade in terms of process, vehicle production or adapt to electrification as part of our $35 billion investment in electrification and software announced during our EV Day one year ago.”

Stellantis executives met with Mexican leaders including President Andres Manuel Lopez Obrador in July to talk about EVs and strengthening the company’s supply chain in Mexico. A key concern for Stallantis is adequate electricity supply for its plant.

Last year, Stellantis joined several automakers at President Biden’s EV event that invited automakers that were unionized. Tesla, Nissan, and several other automakers were excluded from the event. Although it was strange that President Biden excluded the leader of the EV market, the U.S. president said he wanted union-made and American-made EVs.

Earlier this year, the White House released a fact sheet emphasizing that the Biden administration is ensuring a future that is “Made-in-America.”

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“The future of the auto industry is electric, and America can own that future by building more here at home, creating good-paying jobs in the process. In August, President Biden set an ambitious target and roadmap to get to 50% of electric vehicle (EV) sale shares in the U.S. by 2030.”

Many assumed that by made in America, he meant the United States. However, the wording itself enables companies such as Stellantis, General Motors, and others to invest in other American countries without too much backlash.

According to the Inflation Reduction Act which is currently being considered by lawmakers, automakers will need to ensure their vehicles are built in North America. This is definitely a loophole for those wanting to invest in EV plants outside of the U.S. That’s just one of the criteria automakers will need to meet if this becomes a new law.

Perhaps I should revisit my recent opinion piece on GM’s investment in Mexico. I still think that investing outside the U.S. for EVs isn’t supporting the U.S., but if the law allows for it, there’s not really much else anyone can do other than just share opinions.

Disclaimer: Johnna is long Tesla. 

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I’d love to hear from you! If you have any comments, concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1

 

 

 

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Tesla shares rare peek at Semi factory’s interior

The new video of the Tesla Semi factory was posted by the official Tesla account on X.

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Credit: @HinrichsZane/X

Tesla has shared a rare peek inside the factory of the Tesla Semi, which is expected to start production next year. Based on the video, it appears that work in the facility’s interior is ongoing, just as hinted at by drone flyers of the site. 

Tesla Semi factory

The new video of the Tesla Semi factory, which is located close to Giga Nevada, was posted by the official Tesla account on X. While the video was short at less than 30 seconds long, it did show several parts of the factory’s interior, from its gigantic machines to its expansive space. The company also showed some initial production units of the Semi operating around the site.

Elon Musk shared a quick update on the Tesla Semi’s production at the 2025 Annual Shareholder Meeting. While addressing the company’s shareholders, Musk confirmed that production of the Semi is on track for 2026.

“Starting next year, we (will) manufacture the Tesla Semi. So this, we already have a lot of prototype Tesla Semis in operation. PepsiCo and other companies have been using the Tesla Semi for quite some time. But we will start volume production at our Northern Nevada factory in 2026,” Musk said.

Tesla Semi redesign

Apart from Elon Musk’s confirmation that the Semi will indeed enter production next year, Tesla also showed an image of the Class 8 all-electric truck’s overall look. Based on a slide that was shown during Musk’s presentation, it appears that the Semi has undergone a pretty major redesign. The redesigned Semi features updated design cues that align with the company’s current lineup.

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Immediately noticeable from the Semi’s updated design is its front end, which now feature headlights that resemble the style of the Cybertruck, Cybercab, and the new Model Y. Several other changes appear designed to improve aerodynamics, with Tesla now stating that the Semi has an efficiency of 1.7 kWh per mile. Side cameras, likely for FSD, are also quite prominent on the redesigned Semi.

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Tesla says texting and driving capability is coming ‘in a month or two’

“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”

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Credit: Tesla

Tesla CEO Elon Musk said that within the next month or two, the company will be able to open the ability for people to text and drive because its Full Self-Driving suite will be robust enough to allow drivers to take their attention away from the road.

In its current state, Tesla Full Self-Driving is a supervised driver assistance suite that requires the vehicle operator to maintain control of the vehicle and pay attention to the road surroundings.

However, the company has been aiming to release a fully autonomous version of the Full Self-Driving suite for years, teasing its future potential and aiming to release a Level 5 suite as soon as possible.

CEO Elon Musk believes the company is on the cusp of something drastic, according to what he said at yesterday’s Annual Shareholder Meeting.

One thing Musk hinted at was that the company should be able to allow those sitting in the driver’s seat of their cars to text and drive “in the next month or two,” as long as the statistics look good.

He said:

“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”

The company recently transitioned to its v14 Full Self-Driving suite, which is its most robust to date, and recently expanded to Cybertruck, completing its rollout across the vehicle lineup.

Currently, Tesla is running v14.1.5, and when major improvements are made, that second number will increase, meaning v14.2 will be the next substantial improvement.

Musk said that v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”

We’ve heard a considerable amount of similar statements in the past, and Tesla owners have been conditioned to take some of these timeframes with autonomous driving with a grain of salt.

However, with the upgrades in FSD over the past few months, especially with the rollout of Robotaxi in Austin, which does not utilize anyone in the driver’s seat for local roads, it does not seem as if autonomy is that far off for Tesla.

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Tesla Semi undergoes major redesign as dedicated factory preps for deliveries

The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.

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Tesla put its all-electric Semi truck through quite a major redesign as its dedicated factory for the vehicle is preparing for initial deliveries to the public starting next year.

The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.

It has already been in numerous pilot programs for some pretty large companies over the past couple of years, PepsiCo. being one of them, and it is moving toward first deliveries to other companies sometime in 2026.

Yesterday at the 2025 Annual Shareholder Meeting, Tesla unveiled its new Semi design, which underwent a pretty significant facelift to match the aesthetic and vibe of the other vehicles in the company’s lineup.

Additionally, Tesla announced some other improvements, including changes to efficiency, and some other changes that we did not get details on yet.

The first change was to the design of the Semi, as Tesla adopted its blade-like light bar for the Class 8 truck, similar to the one that is used on the new Model Y and the Cybertruck:

There also appear to be a handful of design changes that help with aerodynamics, as its efficiency has increased to 1.7 kWh per mile.

Tesla also said it has an increased payload capability, which will help companies to haul more goods per trip.

All of these changes come as the company’s Semi Factory, which is located on the same property as its Gigafactory in Reno, Nevada, is just finishing up. In late October, it was shown that the Semi facility is nearly complete, based on recent drone imagery from factory observer HinrichsZane on X:

Tesla Semi factory looks nearly complete

The factory will be capable of producing about 50,000 Tesla Semi units annually when it is completely ramped. The company has major plans to help get the Semi in more fleets across the United States.

Other entities are also working to develop a charging corridor for electric Class 8 trucks. The State of California was awarded $102 million to develop a charging corridor that spans from Washington to Southern California.

Another corridor is being developed that spans from Southern California to Texas, and 49 applicants won $636 million from the Department of Transportation for it.

Tesla requested funding for it, but was denied.

The Semi has been a staple in several companies’ fleets over the past few years, most notably that of Frito-Lay and PepsiCo., who have reported positive experiences thus far.

Musk said last year that the Semi had “ridiculous demand.”

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