News
Tesla confirms multiple registered Cybertrucks in Europe
Another Tesla Cybertruck has been registered in Europe, as was confirmed over the weekend by one of the company’s engineers for the unique electric vehicle (EV).
On Sunday, Tesla’s Lead Cybertruck Engineer Wes Morrill reposted an image on X of a Cybertruck driving in the Netherlands with a European license plate. The photo, which was originally posted by X user Dénis van Vliet on Saturday, shows the Cybertruck driving on a freeway in Eindhoven, though he also notes that the EV has an Albanian license plate.
“First Cybertruck registered in EU, driving in Netherlands? Someone was bound to figure it out eventually,” Morrill wrote.
Credit: Dénis van Vliet | X
READ MORE ON THE TESLA CYBERTRUCK: Tesla Cybertruck spotted at BYD facility in China
When implicitly asked by another user how European buyers could somehow get Cybertrucks registered, Morill responded by saying, “Make friends.”
Morrill also shared an update later in the afternoon, saying that he had missed the previously registered Cybertrucks, effectively confirming that those had also been fully registered.
Upon further inspection, van Vliet confirmed that the Cybertruck is owned by rapper Kosso, who recently talked about purchasing the car is Oisterwijk, though he was considering getting plates from either the Czech Republic or Albania. On Sunday, the vehicle was seen again in Lanaken, Belgium in a story from Nieuwsblad that confirmed that it is Kosso’s Cybertruck.
Tesla Cybertrucks that were previously reported to be registered in the EU
The news follows a few other reports this year that some Cybertrucks had been registered in the European Union (EU). Most recently, a France-based Tesla Advisor reported that the first Cybertruck had been registered in the Czech Republic, though he did not disclose to Teslarati how exactly the vehicle had managed to gain registration.
During Tesla’s Annual Shareholder Meeting in June, Elon Musk said that the company may be able to certify the Cybertruck for markets outside of North America in 2025, though it would be “for sure just North America” this year. He has also hinted at the potential for a version of the Cybertruck developed specifically for European and Chinese markets, while many have expressed doubts around the EV’s ability to meet certain pedestrian safety regulations in the past.
In an interview with Top Gear last December, for example, Tesla Vice President of Vehicle Engineering Lars Moravy cast some doubt on the Cybertruck’s ability to be eligible for registration in Europe, largely due to its protruding edges.
“One, the truck market in the U.S. is huge and two, European regulations call for a 3.2mm external radius on external projections,” Moravy said. “Unfortunately, it’s impossible to make a 3.2mm radius on a 1.4mm sheet of stainless steel.”
Despite this, Tesla has also made its ambitions to bring the Cybertruck to other countries clear through worldwide display tours of the vehicle, showing it off in several Asian and European countries throughout much of the year. The company first announced plans to bring the Cybertruck to the United Kingdom and parts of Europe in April, after previously displaying the vehicle in China, Japan, and other parts of Asia.
Tesla also brought the Cybertruck to its Gigafactory Berlin in March as a display, though these and others in its world tour didn’t seem to be registered units. Cybertrucks being registered in Europe have been rumored since around this time this year, though they likely have been imported by the buyers after being purchased in North America.
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.
Tesla Cybertrucks get faster charging ahead of V4 cabinet rollout
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Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
