

News
Tesla 62-stall Supercharger project in Santa Monica isn’t dead yet
Santa Monica, California City Councilmembers are still interested in Tesla’s 62-stall V3 Supercharger project. Apparently, there is still hope that the project could eventually happen in the future as long as the time and property availability line up with what would be Tesla’s largest V3 Supercharger station in the world.
After Tesla proposed a 62-stall V3 Supercharger site in Santa Monica in early March, the Santa Monica City Council voted 5-2 to approve the site that would bring the automaker’s fastest chargers to the coastal town located in Los Angeles. Santa Monica would officially become the home of the world’s largest V3 Supercharging lot, and LA-based owners were ecstatic regarding the possibilities. Along with the Superchargers, a small lounge would also be available for owners to use the restroom or hang out for a few minutes while their electric car gained some range.
However, just a few days after the site’s approval, the Santa Monica City Council met once again. They scrapped the project in favor of an Emergency Interim Zoning Ordinance that prioritized housing instead of electric vehicle chargers. The ordinance would temporarily reserve any available commercial property for potential housing development, including apartments and condominiums. The ordinance would last between 45 days and two years, depending on an extension process.
Tesla’s largest V3 Supercharger facility is coming to Santa Monica
Now, City Councilmembers indicate that Tesla could still open up the project eventually as long as the scenario is right. Councilmember Kevin McKeown said (via Santa Monica Daily Press):
I’ve already been working with City staff to see if we can get Tesla and the property owner to come back with such a project.”
Unfortunately for Tesla, the timing of the proposal was just off. There wasn’t really much that the automaker could do, especially as housing and reducing displacement remains a priority to the Santa Monica City Council. There are not enough housing options in the Santa Monica area. To prevent displacement of families living in currently-built complexes, the City Council decided that new buildings were the best option. Therefore, Tesla’s project took an unfortunate backseat to make way for new housing opportunities.
The proposed Supercharger location is a perfect location for new, appealing apartment complexes, McKeown added. “The Tesla site is at the intersection of major bus routes, with two bus stops, one on the boulevard and one on 14th Street. And while EV charging is a laudable amenity, one I have championed over the years, it could be done in a mixed-use format that provides housing as well,” the Councilmember said. “If we’d exempted their existing proposal from the temporary commercial-only moratorium, we might instead have had to swap into our Housing Element Suitable Sites Inventory other parcels where residents live currently. I’d prefer to both protect current residents from redevelopment of their homes for what would likely be less-affordable housing, albeit more of it, and provide EV charging in a format that makes wiser use of scarce land in a crucial location.”
Tesla employee Noelani Derrickson petitioned to have Tesla’s Supercharger project exempted from the Emergency Ordinance. Derrickson said Tesla has been working closely with the Santa Monica planning staff for over six months, highlighting the advantages a Supercharger station would have in the location that was proposed. The councilmember said, “Tesla has been working closely with Santa Monica planning staff for over half a year now on a Tesla electric vehicle fast-charging station that includes solar energy and battery storage within the mid-city neighborhood.”
Derrickson’s argument persuaded the fellow Councilmembers to unanimously vote on a temporary hold for commercial projects like Tesla’s Supercharging station and other automotive dealerships. This alone proves that the Supercharging facility may not be dead after all. It just may come a tad later than expected.
News
Tesla’s ‘Unboxed Process’ patent highlights affordability through efficiency
The process includes utilizing past methods that Tesla has brought into automotive manufacturing, including Gigacasting and structural battery integration, with more efficient “post-manufacturing” processes, like pre-painting.

Tesla has been granted a new patent for its “Unboxed Process” of manufacturing, which aims to enhance affordability for customers by increasing efficiency at the manufacturing stage.
This is one way the company aims to create a larger impact from start to finish, especially with upcoming vehicles. For those who are not familiar, the Unboxed Process was first unveiled by Tesla back in 2023 during its “Investor Day.”
The company brought forth the idea that vehicle manufacturing could shift from traditional assembly lines, making production more efficient, more cost-effective, and more scalable for the future, especially with mass-market models like Cybercab.
The process includes utilizing past methods that Tesla has brought into automotive manufacturing, including Gigacasting and structural battery integration, with more efficient “post-manufacturing” processes, like pre-painting.
Tesla describes the main advantages in the patent:
“The present disclosure relates to an automated system and method for assembling exterior vehicle parts to a vehicle assembly structure. The system utilizes an automated assembly cell with fixtures corresponding to each exterior vehicle part and references a global datum for precise alignment…The method improves assembly efficiency by compensating for substructure irregularities with an engineered adhesive gap and allows for continued assembly during adhesive curing through tacking operations.”
Instead of traditional welding strategies, the company plans to use a different bonding method, through adhesives.
The patent goes on:
“In described examples, a modular vehicle architecture allows for the assembly of a vehicle in sections, which are then joined in a final assembly operation. This approach eliminates the traditional need for welding stamped panels and applying secondary coatings or painting at the full vehicle assembly level. Instead, the vehicle can be constructed in parts, with metal surface treatments like e-coating and painting applied beforehand.”
The goal behind this manufacturing process is that Tesla will be able to build more vehicles at a faster rate for a lower price, something it believes it will need to accomplish as it addresses autonomy and Robotaxis, which are in higher demand.
With this rate of speed of manufacturing, Tesla says traditional manufacturing methods have the potential consequence of “compounding errors,” as “any slight misalignment or variance can add up.”
There is a refined focus on efficiency, while also recognizing the importance of build quality. This should eliminate most of the issues Tesla would confront with its current, more traditional, linear manufacturing processes.
News
Tesla new vehicle registrations in China surge to 12-week high
Quarter to date, Tesla’s insurance registrations are up 33.2% sequentially.

Tesla saw a notable jump in weekly new vehicle registrations in China, with 17,300 units recorded from September 15 to 21.
The figure marked a 12.7% increase from the previous week’s 15,350 units and represented the highest weekly total in the past 12 weeks.
Model Y still leads the momentum
The Model Y continued to be Tesla’s best-selling vehicle in China, with 10,340 registrations during the week. Tesla’s recently introduced Model Y L, an extended wheelbase, six-seat variant that launched on August 19, contributed 850 units as deliveries began earlier this month. The Model 3 sedan added 6,060 registrations.
Tesla China noted that customers ordering the Model Y L today can expect deliveries to begin in November, hinting at the strong demand for the newly released vehicle, as noted in a CNEV Post report.
Tesla China’s quarterly performance
Tesla’s retail sales in China totaled 57,152 units in August, down 9.9% compared with the 63,456 units from the same month last year but up 40.7% from July’s 40,617 units, as per data from the China Passenger Car Association (CPCA). Quarter to date, Tesla’s insurance registrations are up 33.2% sequentially but remain 7.8% lower year-over-year.
Despite Tesla China’s year-to-date numbers still being 5.9% lower than the previous year’s figures, it is difficult not to be impressed with the company’s momentum this Q3 2025. With Model Y L production likely picking up steam soon, the trend of the company’s new vehicle registrations in China may very well prove to be quite interesting in the coming quarter.
Investor's Corner
Mizuho raises Tesla (TSLA) price target on stronger 2026 outlook
Mizuho also retained Tesla’s “Outperform” rating despite short-term industry challenges.

Mizuho Securities has lifted its price target for Tesla (NASDAQ:TSLA) shares to $450 from $375, citing a more optimistic view of the electric vehicle market in 2026.
The firm stated that potential tariff headwinds appear less severe than earlier expected, while EV production volumes are trending higher across major automakers. Mizuho also retained Tesla’s “Outperform” rating despite short-term industry challenges.
Mizuho’s take
Mizuho analysts now forecast Tesla will deliver about 1.91 million vehicles in 2026, slightly down from their previous estimate of 1.95 million but still above Wall Street consensus. The firm pointed to Tesla’s planned lower-cost “Model 2” and potential Robotaxi launches as key drivers for growth over the next two years.
“We see TSLA maintaining key leadership in the U.S. BEV market despite some near-term challenges,” Vijay Rakesh, managing director at Mizuho, wrote in a research note.
The note also highlighted Elon Musk’s recently approved compensation package and his $1 billion stock purchase, which Mizuho believes could align incentives with Tesla’s long-term projects, as noted in a Yahoo Finance report. These include advancing autonomous driving technology and pushing development of humanoid robots, both of which remain central to Musk’s vision of the company’s future.
Similar insights
Mizuho is not the only firm that has cited Tesla’s long-term projects and the company’s leadership position in the AI and auto sector. In a recent note, Piper Sandler highlighted that despite the growing number of legitimate competitors for Tesla in places like China, the company still has a foundational role in shaping the industry’s direction, particularly in areas such as battery integration, vehicle software, and AI-powered features.
Piper Sandler also noted that competitors still look to Tesla for advancements in real-world AI applications. “Building AI-enabled machines requires data, talent, chips, and engineering prowess. Tesla compares favorably vs. the Chinese on all of these fronts,,” the firm noted.
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