News
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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News
Tesla Robotaxi enters its newest city, reaching San Antonio
Tesla launched unsupervised Robotaxi service in San Antonio, Texas, on November 9, 2026, with the first rides beginning at 5 a.m. local time.
The company’s official Robotaxi account on X posted the announcement just after midnight, sharing a map that outlines a large operational zone covering much of the city. The geofence is roughly 274 to 275 square miles, making it Tesla’s largest day-one Robotaxi service area to date.
🚨 Tesla just announced that Robotaxi is available in San Antonio, TX
First rides at 5am local time! https://t.co/azck6NlD8H
— TESLARATI (@Teslarati) November 9, 2026
The zone centers on downtown, covers nearly everything inside Loop 410, and extends north to Loop 1604 between Interstate 10 and U.S. 281, with further reach west past State Highway 151, east beyond I-35, and south toward I-37. This area encompasses about one million residents and hundreds of thousands of jobs.
San Antonio International Airport lies inside the geofence, though Tesla is not currently offering airport pickups or drop-offs. This hopefully will happen soon, as ride-sharing to and from the airport can be expensive.
The launch makes San Antonio Tesla’s eighth unsupervised Robotaxi city and its fifth in Texas, joining Austin, Houston, Dallas, and Fort Worth. Florida markets in Miami, Orlando, and Tampa are also live.
🚨 Here’s every active geofence, by size (not including the Bay Area geofence):
• Austin: 435 sq mi (first ride Jun 22, 2025) · Cybercabs live, expanded today • San Antonio: ~275 sq mi (first ride Nov 9, 2026) • Houston: 254 sq mi (Apr 18, 2026) • Fort Worth: 143 sq mi (Nov 2, 2026) • Dallas: 81 sq mi (Apr 18, 2026) • Miami: 31 sq mi (Jul 3, 2026) • Orlando: 26 sq mi (Jul 21, 2026) • Tampa: 24 sq mi (Jul 21, 2026)
— TESLARATI (@Teslarati) November 9, 2026
Service uses modified Model Y vehicles operating without a safety driver in the vehicle, consistent with recent unsupervised expansions. Cybercab two-seaters remain limited primarily to Austin for now. It’s worth noting that Dept. of Transportation officials in Texas have already ok’d the Cybercab’s operation in Austin, and one official called it “a tangible example of how quickly our transportation system is evolving.”
San Antonio was previously listed among near-term targets in Tesla’s October 2026 Robotaxi safety materials, alongside Las Vegas, Phoenix, and Jacksonville. The rapid Texas rollout follows Fort Worth’s unsupervised debut on November 2 and builds on Austin’s original launch in June 2025.
The 274-square-mile debut remains substantially larger than Waymo’s local footprint and marks continued progress in Tesla’s unsupervised autonomy efforts after starting the year with no such rides. The company has stated ambitions for broader 24/7 operations by the end of 2026 as vehicle counts and software reliability improve.
Energy
Tesla begins groundworks on $10B ‘Project Crystal Sun’ in Texas
Tesla has started to perform earthworks engineering on the roughly 3,000-acre site in Fort Bend County, Texas, advancing the massive $10 billion Project Crystal Sun plan to build a vertically integrated solar manufacturing complex.
Flyover drone footage from S.E. Robinson, Jr. released this morning shows the location under development. Tesla has crews on site performing large clearings, but you can also see equipment staging areas, the use of an existing homestead, and active leveling across a substantial portion of the property.
Tesla has started construction on Project Crystal Sun, its $10B vertically integrated solar factory near Houston, Texas.
The plant will make everything from silicon ingots and wafers to finished cells and panels, with operations targeted for Q1 2029.
@SERobinsonJr with a great flyover of the facility:
— TESLARATI (@Teslarati) November 9, 2026
Public filings first submitted in July under Texas’s Jobs, Energy, Technology and Innovation Act describe a plant that would manufacture the full solar chain: everything from silicon ingots, wafers, coated cells, and finished modules.
Tesla projects 9,712 permanent jobs by 2033, ramping from roughly 1,900 positions in the first year of operations, plus a peak of about 1,147 construction jobs. Construction is targeted for 2026–2028, with commercial production beginning in the first quarter of 2029. An accompanying economic analysis estimates the project could add roughly $107 billion to Texas GDP over several decades.
Local incentives have cleared major hurdles. Lamar Consolidated Independent School District unanimously approved school-tax limitations in September, and Fort Bend County commissioners approved a package of abatements and related agreements in late October that could extend equipment tax breaks for as long as 35 years.
Tesla had previously indicated it was evaluating a competing out-of-state location.
The effort fits broader statements by Musk that Tesla and SpaceX are each working toward 100 gigawatts of annual U.S. solar manufacturing capacity. If built as described, Project Crystal Sun would stand as one of the largest domestic attempts to create a fully integrated solar supply chain on American soil.
While Tesla has not issued a formal groundbreaking announcement, the visible site preparation and high-profile social media activity represent a concrete step forward for a project that has moved from confidential filings to active earthworks in a matter of months.
Cybertruck
Elon Musk keeps justifying Tesla Cybertruck’s cancelation, but it’s confusing
Elon Musk continues to shed more reasons that justify the cancelation of the Tesla Cybertruck, but some of the reasons for the sunset, as well as the process the company is choosing, do not make a lot of sense.
Musk announced last week on X that Tesla would wind down Cybertruck production in mid-2027, a decision that aims to prioritize Cybercab and its importance to the company’s future and passenger transportation as a whole.
But some of what Tesla and Musk are saying does not seem to make much sense. From the process the company is taking with orders to some of the reasoning for the cancelation, the whole situation seems strange.
With that being said: I totally see the merit in prioritizing Cybercab, but I also believe there is room for Cybertruck, a vehicle that has traditionally had low volumes, especially now at its current price point. If it were not for the cancelation, Cybertruck would sell very few units with the recent price adjustments.
Musk Talks Order Rate vs. Production Rate
The first thing that does not make a lot of sense here is the fact that this morning, Musk said that “The Cybertruck order rate far exceeds our production rate. We will try to make as any as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.”
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
— Elon Musk (@elonmusk) November 9, 2026
Then why is Tesla STILL accepting orders for the Cybertruck if it already cannot fulfill its order log by mid-2027?
There are so many people ordering Cybertruck that will not receive it. If Tesla already is having trouble seeing how it will build its current orders, why would it allow additional ones?
There are going to be a lot of people who are very upset next June or July, all because they placed an order for a truck that Tesla knew it would not have the time to build. At this point, it seems like a better idea from a customer service standpoint to simply stop accepting orders on a certain date, build those trucks, fulfill those orders, and then close production.
Continuing to accept orders at this point seems wildly strange. If anything, it feels like the $59k Cybertruck orderers will be the ones who get the short end of the stick here, but that’s speculation and just a hunch on my end.
If not Cybertruck, then what?
With only the Model 3 and Model Y available for consumers, meaning the general public, to buy, there is now no utility vehicle in the Tesla lineup, and that is definitely a disappointment.
Ford already washed its hands of the Lightning, which means the Rivian R1T will likely be the best-selling EV pickup on the market, dueling with the GMC Hummer Pickup, Chevy Silverado EV, and the GMC Sierra EV. There are several pickups that are set to hit the market soon, like the Slate EV Truck, and Ford’s new EV pickup, the Fathom.
Tesla could provide some some transparency on what it is planning to do with a future pickup or utility design. Musk said in the past that something much cooler than a minivan will be built. Cries for a full-size SUV have been heard by Tesla, but the company seems to adamant on prioritizing ridesharing vehicles instead of vehicles people want for work, climate, or hobbies.
Some clarity here, past the point of “Tesla is still going to build cars” would be nice. Even a simple, “Yes” response from all the people asking if Tesla will build something larger would be more than enough. We don’t need all the details now, but something would be nice.
Closing Thoughts
More than anything, it is important to note that I do believe Tesla is making a tough decision and one that, from a business standpoint, does make sense. However, I also believe that there is room for the Cybertruck in Tesla’s lineup.
One thing I think it’s worth mentioning is Tesla is not that much different from many companies. They do things that are better for the business that will surely upset consumers. The difference is very few companies have a following like Tesla, so when these things happen, they feel very personal.
Add in the fact that Cybertruck has truly become a symbol of Tesla, and people are even more upset about it.
It will all get figured out, but it’s still very confusing when we step back and take a look at the bigger picture.