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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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Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
