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Swedish unions, transportation agency comment on anti-Tesla strike efforts
Labor efforts continue against Tesla in Sweden, as the company faces strikes and sympathy strikes from multiple of the country’s largest unions that have now lasted well over a year. In recent months, these strikes have prevented Tesla’s buyers in the country from receiving their license plates directly from the transportation agency, along with stopping newly built Supercharger stations from being energized.
Tesla has been pursuing legal action for both of these issues, though Sweden’s long-standing history with a highly unionized workforce has some union and government officials scratching their heads as to why the company won’t sign a collective bargaining agreement. Originally approved by IF Metall, the country’s largest automotive and metalworkers union, the strikes have rippled into other major unions, including the government worker-focused Fackförbundet ST, and the Svenska Elektrikerförbundet (SEF) union, otherwise known as the Electricians’ Association.
In recent correspondence with Teslarati, Fackförbundet ST and the Transport Agency have shared their comments on the situation, after it was reported this week that the Electricians’ Association is under review from the Energy Market Inspectorate for its sympathy strike, and following Tesla’s latest appeal to an administrative court in hopes to force the Transport Agency to stop withholding license plates from the company.
🚨 UPDATE: IF Metall has contacted @Teslarati and said this regarding the strikes:
“When Tesla Sweden signs the collective agreement, the strike and sympathy strike ends immediately.” https://t.co/kAMxTvHdjV
— TESLARATI (@Teslarati) January 6, 2025
Fackförbundet ST: Tesla Sweden’s anti-union efforts are ‘remarkable,’ subject customers to ‘considerable inconvenience’
Sweden’s unions represent nine out of ten workers across the country, according to IF Metall, with that union’s membership alone representing about 300,000 employees in the metalworking industry. Fackförbundet ST called Tesla Sweden’s continued efforts to resist a collective bargaining agreement “remarkable,” highlighting that it believes the company should adhere to the country’s structures.
“It is remarkable that a well-established company like Tesla chooses to invest both time and significant resources, while also subjecting its customers to considerable inconvenience, simply to avoid implementing the highly effective regulatory framework (collective agreement) that has been carefully nurtured and appreciated by the social partners in Sweden for a long time,” wrote Anders Maxson, Fackförbundet ST Press and Opinion Manager, Communications and Impact, in an email to Teslarati.
“This is an example of a conflict between the Swedish system and a global company, and we do not believe it is too much to ask for large international companies to make certain adjustments to the systems of different countries.”
In response to the union, Tesla Sweden has said that it offers workers terms that are as good, if not better, than those that can be offered by the country’s unions.
Sweden’s Transport Agency: Why it dismissed Tesla’s demand, and company’s right to another appeal
After Tesla demanded that the Swedish Transport Agency resume providing license plates to the company in a way other than via postal delivery direct-to-consumer, it also urged the Karlstad administrative court this week to force mail provider PostNord to resume these deliveries.
Following the news, the Transport Agency explained why it dismissed Tesla’s demand to Teslarati, adding that the company also has a right to file such an appeal despite having been turned down by multiple other courts in the country throughout last year.
“The Swedish Transport Agency has received a demand from Tesla that license plates should be provided to the company in a way other than via postal delivery,” wrote Anna Berggrund, Department Vehicle Information Director. “However, the Swedish Transport Agency is of the opinion that it’s not possible for Tesla to make such a demand, since the question at hand emanates from the implementation of a task set upon the agency and not from an appealable decision. Therefore we have dismissed Tesla’s demand.
“Now Tesla has appealed against our dismissal to the Administrative Court, which is their right. The issue will now be examined by the Administrative Court. We await the outcome and do not want to make any further comments on the issue.”
Sweden’s Energy Market Inspectorate: Electricians’ Association grid operators ‘obligated’ to connect facilities, except under ‘special’ circumstances
Earlier this month, Tesla Director of Charging Max de Zegher said that over 100 Supercharger stalls that had been built over the winter were waiting to be energized due to the strike efforts, as they were being prevented from connecting to the country’s grid. The situation has resulted in an investigation from the Energy Market Inspectorate, which defended the Electricians’ Association in its right to participate in a sympathy strike in recent statements but said that the circumstances were currently under review.
“The Electricians’ Association as such does not commit any crime by taking sympathy measures,” said Jerker Sidén, Energy Market Inspectorate Analyst, in a statement to Teslarati. “This is because we don’t really have any supervisory responsibility towards them. On the other hand, the electricity network companies in Sweden are covered by regulations that fall under our supervisory responsibility.
“One of these provisions is that the grid companies have an obligation to connect facilities to their electricity grids upon request unless there are special reasons. There are also provisions that the connection must take place within a reasonable time.”
In particular, the government agency is looking into whether or not the union has eligible “special reasons” for failing to fulfill its obligation to connecting the chargers to the grid, though the analyst also admits that there is little precedent as to what qualifies for the exception.
“However, there is relatively little guidance as to what this type of special reason could be and we have not previously decided a similar issue, which means that we cannot currently answer whether the regulations are followed or not,” Sidén added.
IF Metall: Collective agreements ‘one of the cornerstones of a functioning labor market model’
IF Metall also commented on the situation, echoing previous statements it made to Teslarati about the fact that it thinks Tesla Sweden signing a collective bargaining agreement is the only way to end the sympathy strikes.
“IF Metall has requested sympathy measures for its endeavor to sign a collective agreement for its members at Tesla’s company in Sweden,” says Mikael Pettersson, the union’s Head of Negotiations. “The Swedish Electricians’ Union organizes the installation industry for electricians and works daily with signing collective agreements with employers who employ electricians. It is one of the cornerstones of a functioning labor market model, which has been in place since 1906.
“The hope is that Tesla’s Swedish company signs a collective agreement with IF Metall as soon as possible.”
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Court rules against Tesla Sweden in license plate withholding suit
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Investor's Corner
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.
Elon Musk
Elon Musk gives his most telling Tesla-SpaceX merger conversation yet
Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.
Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.
Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”
The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.
Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.
Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.