News
Tesla China posts astounding September numbers with 56k vehicle deliveries
Recently, Tesla China posted stellar September delivery numbers, reporting it delivered around 56,000 units overall last month. With 56k deliveries in September, Tesla China’s Q3 deliveries reached a total of over 133,000 vehicles.
According to the China Passenger Car Association (CPCA), Tesla China reported a total of approximately 56,006 units, up 27% month-over-month. In China alone, Tesla sold a total of 52,153 vehicles and exported 3,853 units. The CPCA also reported that Tesla China sold 33,033 Model Y units and 19,120 Model 3 units.
For some perspective, the CPCA calculated that Tesla China sold 32,968 vehicles in July, 73% of which were sales in foreign territories. Meanwhile, in August, Tesla China sold approximately 44,264 vehicles, up 34% compared to the previous month.
Based on Tesla China’s Q3 delivery numbers, Giga Shanghai is steadily ramping production and deliveries each month, a good sign for Tesla’s primary export hub. The third quarter kicked off Model Y sales in Europe, and Giga Shanghai stepped in to help Tesla meet demand in the EU.
Eventually, Giga Berlin will produce Model Y vehicles for European preorder holders. Tesla is currently waiting for Giga Berlin’s application approval from the State Environment Office to start operations.
For the third quarter, Tesla produced 237,823 vehicles and delivered 241,300, a marked increase from the previous quarter. Thus far, in 2021, Tesla delivered a total of 627,350, beating its delivery numbers for all of 2020 already. Last year, Tesla delivered a total of 499,550, missing its set Guidance by a sliver.
Tesla did not set a Guidance this year but stated that it planned to beat 2020’s Guidance. Tesla did just that with still one entire quarter to go. Tesla’s achievement is quite remarkable, considering that the after-effects of COVID still reverberate through the global supply chain.
At this year’s Shareholders Meeting, Elon Musk briefly mentioned the cost pressure Tesla continues to experience due to the pandemic. “We are seeing a significant cost pressure in our supply chain. So we’ve had to increase vehicle prices, at least temporarily. But we do hope to actually reduce the prices over time and make them more affordable,” Musk said.
The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.
Investor's Corner
Lucid denies rumors of bankruptcy after over 40% stock drop
Electric vehicle maker Lucid Group has denied rumors of an imminent bankruptcy after a report from this morning sent the stock on a dramatic drop on Wall Street, seeing losses of more than 40 percent during trading hours.
Lucid’s Director of Communications, Nick Twork, responded to the report from Eletric-Vehicles.com, which stated the company’s restructuring advisor, AlixPartners, was asked to review two decisions: taking Lucid shares private or filing for Chapter 11 bankruptcy protection.
The report also claims AlixPartners told the Lucid board to “concentrate on Gravity production while improving its quality, and to temporarily hold back the Lucid Air, the sedan that has defined the company since its launch.”
Twork said:
$LCID The rumors are completely false. The company has sufficient liquidity to carry its operations well into next year, as recently published in its last quarterly filings, and it has not formed any special Board committee to explore the scenarios reported today. Our focus is…
— Nick Twork (@ntwork) July 14, 2026
Shares rebounded after the response to the report, halving its losses as the trading day neared 3 p.m. Eastern.
Lucid has struggled to get its sales off the ground and into more respectable numbers, but the company is in its early years, when things are hard to begin with. It is also backed by several notable investors, including the Saudi Public Investment Fund (PIF), which has nearly limitless money and likely would not ditch an investment of this size so soon.
Lucid shares were down just 14 percent at the time of publication, a far cry from the 55 percent its losses topped out at during the day.
News
Tesla owner attempts resale of Model S Signature Edition for over $260k
A Tesla owner who purchased a Model S Signature Edition, one of the final 250 units of the all-electric flagship vehicle that the company discontinued earlier this year, is attempting to sell the car despite a no-resale clause that prohibits reselling for the first year.
The car is being sold by J&S Autohaus in Ewing, New Jersey, and is priced at $260,490, well above the $159,420 that Tesla sold it for earlier this year.
🚨 The first Tesla Model S Signature Edition is up for sale for $260,490
Tesla placed a no-resale clause on the Model S and X Signature, so it will be interesting to see if the company takes any action. https://t.co/N9rKGHnbD6 pic.twitter.com/6FZhDL1KNR
— TESLARATI (@Teslarati) July 14, 2026
To those who do not know, the Model S Signature was a highly exclusive, limited-run farewell variant of the Model S Plaid that was produced this year to mark the end of production of both the Model S and Model X, Tesla’s two flagship vehicles.
Limited to just 250 units with invite-only sales, it serves as a collector’s item celebrating the legacy of the Model S, which helped pioneer Tesla’s electric vehicle success since its 2012 launch.
It bundles top-tier performance with bespoke cosmetic and luxury upgrades, plus Tesla’s Luxe Package. Here’s what the Model S Signature has over the typical Model S Plaid:
- Exclusive Exterior – Unique Garnet Red Paint, matching door handles, gold Tesla “T” badges upfront, gold Plaid and Signature badging at the rear.
- Premium Interior – White Alcantara upholstery with gold piping/accents, gold Plaid seat badges, Signature-marked door sills, individually numbered dashboard plaque, gold puddle lights, special interior lighting sequence, and a custom Signature key fob.
- Performance Upgrades – Carbon-ceramic brakes with gold calipers
- Bundled Luxe Package – Full Self-Driving (Supervised), four years of Premium Connectivity, free lifetime Supercharging
- Performance Metrics – ~1,020 horsepower, sub-2-second 0-60 MPH, ~390-mile range
Tesla quickly introduced a No Resale Agreement for the Signature Editions of the Model S and Model X, which would penalize the seller for “the amount of $50,000 or the value received as consideration for the sale or transfer, whichever is greater.”
The company continues:
“If you sell or otherwise transfer the ownership of your Model S or Model X, the remainder of the Recommended Maintenance, Wheel and Tire Protection Plan, and Windshield Protection Plan will transfer automatically to the buyer. The Full Self-Driving (Supervised), Free Supercharging and Premium Connectivity will not transfer with the vehicle and will terminate once the ownership of the Model S or Model X is transferred.”
Tesla will likely come after the seller, especially as it has been about two months since Tesla launched deliveries.
News
Tesla Full Self-Driving v14.3.5 Early Impressions: new features and early performance
Tesla rolled out Full Self-Driving (Supervised) v14.3.5 yesterday, and about fifty miles of driving on the new version has given me enough time to highlight what seems to be strong about the release and what is not.
Additionally, Tesla has added a few new features with this specific update, which we’ll highlight as well.
Tesla Full Self-Driving v14.3.5 Performance
The new update is business as usual. Things seem to be running completely normal and necessary, but there are a few things that we’ve seemed to pick up on based on our own experience with v14.3.5, as well as what other users are seeing.
Initially, it seems to be more aware of its surroundings, making moves that are incredibly courteous to other drives and operating just a tad more reserved than what the suite might have done previously.
We had two instances where it showed this, the first being FSD needing to pass a Flagger Force vehicle that was placing down signage for the day. Their work truck was right at the front corner of a right-hand turn; typically where most cars travel when they take that turn.
FSD v14.3.5 recognized this, slowed down, and took the turn wide with no issues:
🚨 Tesla Full Self-Driving v14.3.5 takes a wide turn as flagger crews set up signage for the day https://t.co/3v0PL9qhlI pic.twitter.com/i4CKqxE16c
— TESLARATI (@Teslarati) July 13, 2026
Additionally, v14.3.5 backed up for a semi truck that was making a wide turn onto a road my car was on. This is not new, but it seemed to be backing up for courtesy; it didn’t seem completely necessary, but it might have put some peace of mind in the truck driver’s head:
🚨 Tesla Full Self-Driving v14.3.5 backs up for an oncoming tractor trailer taking a wide turn https://t.co/0WuAqNMpRR pic.twitter.com/s6yZGVm5Te
— TESLARATI (@Teslarati) July 13, 2026
X user Mike P, also a Pennsylvania native like myself, shared three clips of his Tesla running v14.3.5 performing similar maneuvers. He said:
“FSD turns right into a small alley that only fits one car at a time, sees oncoming car, reverses out of alley to make space, realizes oncoming car is actually parking, re-enters alley.”
Check it out here:
Rapidfire epic moments on FSD V14.3.5
1) FSD turns right into a small alley that only fits one car at a time, sees oncoming car, reverses out of alley to make space, realizes oncoming car is actually parking, re-enters alley.2) Insane speed to vehicle cues. As FSD approaches… pic.twitter.com/bSnySSlFHR
— Mike P (@mikepat711) July 13, 2026
It seems like Speed Profiles are still in need of some tweaking; I am adjusting what Speed Profile I’m in frequently, constantly changing it to get it to travel at the correct speed. This was an issue for me on v14.3.4. It seems like they’re just a little inconsistent.
Terrible Parking
Parking attempts on v14.3.5 were not good. There are quite a few people who have said this:
Yeah it seems like FSD v14.3.5 is having some issues with parking early on https://t.co/Bw5ULfVmDq pic.twitter.com/RHdpjOEpIo
— TESLARATI (@Teslarati) July 13, 2026
David Moss, the Tesla owner who has taken multiple coast-to-coast drives without any interventions, also has had some issues with parking early on with v14.3.5:
Horrible first impression v14.3.5 on my 2025 Tesla Model 3 LR RWD Premium 😭
3 terrible parking jobs in 23 min including parking on a ramp in a business park & parking perpendicular out in the road on street only parking situation.Wish I had a better drive but I still believe… pic.twitter.com/TtyhRHAFG7
— David Moss (@DavidMoss) July 13, 2026
New Features
Tesla has added the ability to open Camera Preview at any time. Previously, it was only available in Park. Here’s what that feature looks like in action:
🚨 Here’s the new Camera Preview feature on FSD v14.3.5 pic.twitter.com/OodfZgDppy
— TESLARATI (@Teslarati) July 13, 2026
Check back later this week for a longer review of what we’ve noticed on Full Self-Driving v14.3.5.