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Tesla is considering a significant expansion of its Fremont Factory

The Tesla Fremont factory. (Credit: Tesla)

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Tesla’s Fremont Factory could have its production capacity increased, according to CEO Elon Musk. Tesla is “considering expanding [Fremont] significantly,” Musk said in a Tweet last night.

Following Musk’s heavily publicized jab at President Joe Biden on Tuesday night for not mentioning Tesla in the State of the Union Speech with the likes of Ford and GM, who received Biden’s praise for electric vehicle projects resulting in employment opportunities. While Biden commended Ford for $11 billion invested and 11,000 new jobs and GM for $7 billion and 4,000 new employment opportunities in Michigan, Musk hit back with a valid point.

“Tesla has created over 50,000 US jobs building electric vehicles & is investing more than double GM + Ford combined,” he said, alerting “the person running this account” to give Tesla more credit.

While Biden finally gave Tesla its praise last month, more public figures are called for the President to give the automaker credit. Former Kiss bassist and co-lead singer Gene Simmons said, “Actually, @elonmusk makes a solid point to Pres @JoeBiden. The President doesn’t mention Tesla, perhaps because Tesla is non-union and moved to Texas, a “right to work” state. Give Elon Musk/Tesla its due. They are game changers and should be heralded.”

Musk clarified Simmons’ comment, stating that Tesla still operates its Fremont facility in Northern California. Tesla did move its headquarters from Palo Alto to Austin, Texas, late last year. In California, Tesla produces all four of its current vehicles, and the plant has been responsible for handling all demand in North America for several years. The Model S and Model X are also shipped from this plant globally, as Gigafactory Shanghai in China, Tesla’s other active manufacturing plant only produces builds of the Model 3 and Model Y.

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Musk said that Tesla is considering an expansion of the Fremont Facility, which has 5.3 million square feet of manufacturing and office space already. However, Fremont is responsible for such a substantial piece of Tesla’s manufacturing footprint, that the automaker may need to expand operations at the plant to keep up with demand. While the Texas factory is set to begin deliveries soon and Gigafactory Berlin is rumored to be receiving final approval tomorrow, production at both factories could begin before the end of the quarter. Gigafactory Shanghai is also expected to have its capacity doubled, adding to Tesla’s considerable additions to its manufacturing output

Tesla says its current production output for Fremont is 600,000 vehicles annually: 500,000 Model 3 and Model Y with 100,000 Model S and Model X.

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Nevertheless, Tesla will still need more facilities and more manufacturing space. In Fremont over the past several years, Tesla has expanded production lines and made some temporary manufacturing spaces permanent. Tesla’s Sprung Structure, which contained General Assembly line 4.5, was made permanent last Summer, according to filings found by Teslarati.

“This is the final straw,” or is it?

In May 2020, Musk stated that Tesla will move its Headquarters to Texas and its future programs to Texas and Nevada immediately. Unhappy with the treatment at the time, Tesla was working to reopen the factory when the COVID-19 pandemic was affecting businesses nationwide. Musk stated a potential lawsuit against Alameda County would be filed if Tesla’s Northern California facility was not allowed to reopen. Musk said Tesla would move its operations. “If we even retain Fremont manufacturing activity at all,” Musk said, “it will be dependent on how Tesla is treated in the future. Tesla is the last carmaker left in CA.”

Several months later, Musk said that Tesla’s headquarters would remain in California “for the short term.” About fifteen months later, Tesla moved its HQ to Austin.

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Evidently, Musk plans to keep Fremont in Tesla’s manufacturing plans and may expand the factory altogether. Interestingly, although Fremont has been a ramped factory for several years and produces all four vehicle models, it contributed less to Tesla’s 2021 delivery figures. Gigafactory Shanghai was responsible for 51.7 percent of all deliveries for Tesla last year, outpacing the Fremont factory.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla arsonist who burned Cybertruck sees end of FAFO journey

The man has now reached the “Find Out” stage.

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Credit: U.S. Attorney’s Office, District of Arizona

A Mesa, Arizona man has been sentenced to five years in federal prison for setting fire to a Tesla location and vehicle in a politically motivated arson attack, federal prosecutors have stated. 

The April 2025 incident destroyed a Tesla Cybertruck, endangered first responders, and triggered mandatory sentencing under federal arson laws.

A five-year sentence

U.S. District Judge Diane J. Humetewa sentenced Ian William Moses, 35, of Mesa, Arizona, to 5 years in prison followed by 3 years of supervised release for maliciously damaging property and vehicles by means of fire. Moses pleaded guilty in October to all five counts brought by a federal grand jury. Restitution will be determined at a hearing scheduled for April 13, 2026.

As per court records, surveillance footage showed Moses arriving at a Tesla store in Mesa shortly before 2 a.m. on April 28, 2025, carrying a gasoline can and backpack. Investigators stated that he placed fire starter logs near the building, poured gasoline on the structure and three vehicles, and ignited the fire. The blaze destroyed a Tesla Cybertruck. Moses fled the scene on a bicycle and was arrested by Mesa police about a quarter mile away, roughly an hour later.

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Authorities said Moses was still wearing the same clothing seen on camera at the time of his arrest and was carrying a hand-drawn map marking the dealership’s location. Moses also painted the word “Theif” on the walls of the Tesla location, prompting jokes from social media users and Tesla community members. 

The “Finding Out” stage

U.S. Attorney Timothy Courchaine noted that Moses’ sentence reflects the gravity of his crime. He also highlighted that arson is never acceptable. 

“Arson can never be an acceptable part of American politics. Mr. Moses’ actions endangered the public and first responders and could have easily turned deadly. This five-year sentence reflects the gravity of these crimes and makes clear that politically fueled attacks on Arizona’s communities and businesses will be met with full accountability.”

Maricopa County Attorney Rachel Mitchell echoed the same sentiments, stating that regardless of Moses’ sentiments towards Elon Musk, his actions are not defensible. 

“This sentence sends a clear message: violence and intimidation have no place in our community. Setting fire to a business in retaliation for political or personal grievances is not protest, it is a crime. Our community deserves to feel safe, and this sentence underscores that Maricopa County will not tolerate political violence in any form.”

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Tesla says its Texas lithium refinery is now operational and unlike anything in North America

Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.

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Credit: Tesla/YouTube

Tesla has confirmed that its Texas lithium refinery is now operational, marking a major milestone for the company’s U.S. battery supply chain. In a newly released video, Tesla staff detailed how the facility converts raw spodumene ore directly into battery-grade lithium hydroxide, making it the first refinery of its kind in North America.

Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.

A first-of-its-kind lithium refining process

In the video, Tesla staff at the Texas lithium refinery near Corpus Christi explained that the facility processes spodumene, a lithium-rich hard-rock ore, directly into battery-grade lithium hydroxide on site. The approach bypasses intermediate refining steps commonly used elsewhere in the industry.

According to the staff, spodumene is processed through kilns and cooling systems before undergoing alkaline leaching, purification, and crystallization. The resulting lithium hydroxide is suitable for use in batteries for energy storage and electric vehicles. Tesla employees noted that the process is simpler and less expensive than traditional refining methods.

Staff at the facility added that the process eliminates hazardous byproducts typically associated with lithium refining. “Our process is more sustainable than traditional methods and eliminates hazardous byproducts, and instead produces a co-product named anhydrite, used in concrete mixes,” an employee noted. 

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Musk calls the facility the largest lithium refinery in America

The refinery’s development timeline has been very impressive. The project moved from breaking ground in 2023 to integrated plant startup in 2025 by running feasibility studies, design, and construction in parallel. This compressed schedule enabled the fastest time-to-market for a refinery using this type of technology. This 2026, the facility has become operational. 

Elon Musk echoed the significance of the project in posts on X, stating that “the largest Lithium refinery in America is now operational.” In a separate comment, Musk described the site as “the most advanced lithium refinery in the world” and emphasized that the facility is “very clean.”

By bringing large-scale lithium hydroxide production online in Texas, Tesla is positioning itself to reduce reliance on foreign refining capacity while supporting its growth in battery and vehicle production. The refinery also complements Tesla’s nascent domestic battery manufacturing efforts, which could very well be a difference maker in the market.

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Tesla Optimus V3 gets early third-party feedback, and it’s eye-opening

Jason Calacanis’ remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot

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Credit: Tesla/YouTube

Angel investor and entrepreneur Jason Calacanis shared some insights after he got an early look at Tesla’s upcoming Optimus V3. His remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot.

Calacanis’ comments were shared publicly on X, and they were quite noteworthy.

The angel investor stated that he visited Tesla’s Optimus lab on a Sunday morning and observed that the place was buzzing with energy. The investor then shared a rare, shocking insight. As per Calacanis, Optimus V3 will be so revolutionary that people will probably not even remember that Tesla used to make cars in the future.

“I don’t want to name drop, but two Sundays ago, I went to Tesla with Elon and I went and visited the Optimus lab. There were a large number of people working on a Sunday at 10 a.m. and I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car,”  he noted.

The angel investor also reiterated the primary advantage of Optimus, and how it could effectively change the world.

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“They will only remember the Optimus and that he is going to make a billion of those, and it is going to be the most transformative technology product ever made in the history of humanity, because what LLMs are gonna enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe there will be a 1:1 ratio of humans to Optimus, and I think he’s already won,” he said. 

While Calacanis’ comments were clearly opinion-driven, they stood out as among the first from a non-Tesla employee about Optimus V3. Considering his reaction to the humanoid robot, perhaps Elon Musk’s predictions for Optimus V3 might not be too far-fetched at all.

Tesla has been careful with its public messaging around Optimus V3’s development stage. Musk has previously stated on X that Optimus V3 has not yet been revealed publicly, clarifying that images and videos of the robot online still show Optimus V2 and V2.5, not the next-generation unit. As for Calacanis’ recent comments, however, Musk responded with a simple “Probably true” in a post on X.

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