A recent set of videos and photographs taken at the Shanghai South Port Terminal suggests that Tesla China’s immense Q3 push to export as many vehicles as possible is well underway. As could be seen in the images and footage, another massive batch of Teslas is about to be shipped from China, a good portion of which will likely be delivered to Right Hand Drive countries.
The photos were shared by longtime Tesla watcher Wu Wa, who has been following the development and buildout of Gigafactory Shanghai since its earliest days. In a post on YouTube, the drone operator mentioned that some of the Model Y spotted in his recent flyover were likely vehicles intended for the Australian market.
Interestingly enough, there was reportedly another batch of Tesla exports that left the port last week. The vehicles in the recent sighting appeared to be Right Hand Drive variants as well, suggesting that the all-electric vehicles spotted in the port were for markets like Australia.
The recent batch of Tesla exports at the Shanghai South Port Terminal shows that Tesla China is still pushing Q3 exports for now. This echoes the company’s strategy last month when an estimated 7,000 Teslas were spotted in the location waiting to be shipped abroad. Similar to the recent sighting, last month’s fleet of Teslas was massive, covering a good portion of the port.
Tesla China’s focus on exports for now goes in line with a strategy previously outlined by Elon Musk. Gigafactory Shanghai currently serves as the company’s primary vehicle export hub, which means that key regions such as Europe and Asia receive the majority of their Model 3 and Model Y from Tesla China. With this in mind, Tesla China tends to focus on vehicle exports in the first half of a quarter before shifting its resources to the domestic market in the latter half.
Considering that Gigafactory Shanghai’s operations were slowed down last month amidst the company’s efforts to upgrade the plant’s Model Y and Model 3 production lines, it is no surprise that Tesla China is now ramping its Q3 exports. By the final weeks of August, Tesla China would likely shift its focus on meeting the demand for its vehicles in the domestic Chinese market.
Watch the recent footage of the Tesla fleet at the Shanghai South Port Terminal in the video below.
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Tesla shares rare peek at Semi factory’s interior
The new video of the Tesla Semi factory was posted by the official Tesla account on X.
Tesla has shared a rare peek inside the factory of the Tesla Semi, which is expected to start production next year. Based on the video, it appears that work in the facility’s interior is ongoing, just as hinted at by drone flyers of the site.
Tesla Semi factory
The new video of the Tesla Semi factory, which is located close to Giga Nevada, was posted by the official Tesla account on X. While the video was short at less than 30 seconds long, it did show several parts of the factory’s interior, from its gigantic machines to its expansive space. The company also showed some initial production units of the Semi operating around the site.
Elon Musk shared a quick update on the Tesla Semi’s production at the 2025 Annual Shareholder Meeting. While addressing the company’s shareholders, Musk confirmed that production of the Semi is on track for 2026.
“Starting next year, we (will) manufacture the Tesla Semi. So this, we already have a lot of prototype Tesla Semis in operation. PepsiCo and other companies have been using the Tesla Semi for quite some time. But we will start volume production at our Northern Nevada factory in 2026,” Musk said.
Tesla Semi redesign
Apart from Elon Musk’s confirmation that the Semi will indeed enter production next year, Tesla also showed an image of the Class 8 all-electric truck’s overall look. Based on a slide that was shown during Musk’s presentation, it appears that the Semi has undergone a pretty major redesign. The redesigned Semi features updated design cues that align with the company’s current lineup.
Immediately noticeable from the Semi’s updated design is its front end, which now feature headlights that resemble the style of the Cybertruck, Cybercab, and the new Model Y. Several other changes appear designed to improve aerodynamics, with Tesla now stating that the Semi has an efficiency of 1.7 kWh per mile. Side cameras, likely for FSD, are also quite prominent on the redesigned Semi.
Elon Musk
Tesla says texting and driving capability is coming ‘in a month or two’
“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”
Tesla CEO Elon Musk said that within the next month or two, the company will be able to open the ability for people to text and drive because its Full Self-Driving suite will be robust enough to allow drivers to take their attention away from the road.
In its current state, Tesla Full Self-Driving is a supervised driver assistance suite that requires the vehicle operator to maintain control of the vehicle and pay attention to the road surroundings.
However, the company has been aiming to release a fully autonomous version of the Full Self-Driving suite for years, teasing its future potential and aiming to release a Level 5 suite as soon as possible.
CEO Elon Musk believes the company is on the cusp of something drastic, according to what he said at yesterday’s Annual Shareholder Meeting.
One thing Musk hinted at was that the company should be able to allow those sitting in the driver’s seat of their cars to text and drive “in the next month or two,” as long as the statistics look good.
He said:
“In the next month or two, we’re going to look at the safety statistics, but we’re going to allow you to text and drive, essentially.”
The company recently transitioned to its v14 Full Self-Driving suite, which is its most robust to date, and recently expanded to Cybertruck, completing its rollout across the vehicle lineup.
Currently, Tesla is running v14.1.5, and when major improvements are made, that second number will increase, meaning v14.2 will be the next substantial improvement.
Musk said that v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”
🚨🚨 Elon Musk says Tesla Full Self-Driving v14.3 will be when you can “pretty much fall asleep and wake up at your destination.”
We are on v14.1 currently 👀 pic.twitter.com/KMkWh5Qa7T
— TESLARATI (@Teslarati) November 6, 2025
We’ve heard a considerable amount of similar statements in the past, and Tesla owners have been conditioned to take some of these timeframes with autonomous driving with a grain of salt.
However, with the upgrades in FSD over the past few months, especially with the rollout of Robotaxi in Austin, which does not utilize anyone in the driver’s seat for local roads, it does not seem as if autonomy is that far off for Tesla.
News
Tesla Semi undergoes major redesign as dedicated factory preps for deliveries
The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.
Tesla put its all-electric Semi truck through quite a major redesign as its dedicated factory for the vehicle is preparing for initial deliveries to the public starting next year.
The Semi has been one of the most anticipated products in the Tesla lineup due to the disruption it could cause in the trucking industry.
It has already been in numerous pilot programs for some pretty large companies over the past couple of years, PepsiCo. being one of them, and it is moving toward first deliveries to other companies sometime in 2026.
Yesterday at the 2025 Annual Shareholder Meeting, Tesla unveiled its new Semi design, which underwent a pretty significant facelift to match the aesthetic and vibe of the other vehicles in the company’s lineup.
Additionally, Tesla announced some other improvements, including changes to efficiency, and some other changes that we did not get details on yet.
The first change was to the design of the Semi, as Tesla adopted its blade-like light bar for the Class 8 truck, similar to the one that is used on the new Model Y and the Cybertruck:

There also appear to be a handful of design changes that help with aerodynamics, as its efficiency has increased to 1.7 kWh per mile.
Tesla also said it has an increased payload capability, which will help companies to haul more goods per trip.
All of these changes come as the company’s Semi Factory, which is located on the same property as its Gigafactory in Reno, Nevada, is just finishing up. In late October, it was shown that the Semi facility is nearly complete, based on recent drone imagery from factory observer HinrichsZane on X:
The factory will be capable of producing about 50,000 Tesla Semi units annually when it is completely ramped. The company has major plans to help get the Semi in more fleets across the United States.
Other entities are also working to develop a charging corridor for electric Class 8 trucks. The State of California was awarded $102 million to develop a charging corridor that spans from Washington to Southern California.
Another corridor is being developed that spans from Southern California to Texas, and 49 applicants won $636 million from the Department of Transportation for it.
Tesla requested funding for it, but was denied.
The Semi has been a staple in several companies’ fleets over the past few years, most notably that of Frito-Lay and PepsiCo., who have reported positive experiences thus far.
Musk said last year that the Semi had “ridiculous demand.”
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