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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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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
