Tesla has requested that a Swedish court force the country’s top transportation organization to resume delivery of license plates for new purchases, after sympathy strike efforts aiming to get the company to sign a collective bargaining agreement have halted their delivery for over a year now.
Sweden’s largest auto and metalworkers union IF Metall first launched strikes and sympathy strikes against Tesla in tandem with other unions in late 2023. As part of this labor effort, Swedish mail provider PostNord began withholding license plates from Tesla in a sympathy strike with labor union Fackförbundet ST, and while the company has managed to work around this, it has required extra effort from the customer and the automaker.
On Tuesday, a court official told Reuters that Tesla has requested that the Karlstad administrative court force Sweden’s Transport Agency to resume the delivery of license plates for new buyers, after the U.S. automaker’s attempts to overturn the labor efforts have been struck down in multiple other court appeals.
READ MORE ON TESLA SWEDEN: Tesla has opened its Supercharger network to all EVs in Sweden
Fackförbundet ST has suggested that Tesla Sweden simply adhere to the company’s longstanding tradition of signing a collective bargaining agreement, though the company has argued that it offers as good or better terms than the union.
-->At the time of writing, neither IF Metall nor the Transport Agency has responded to Teslarati’s requests for comment. Fackförbundet ST has also yet to respond to Teslarati regarding further details on why it’s important for Tesla to sign a collective agreement.
Other labor efforts against Tesla Sweden
In October, a Swedish district court ruled that Tesla was not able to force PostNord to resume delivery of the license plates, requiring the company to continue working around the traditional method for registering vehicles in the country. Instead of providing plates with new vehicle purchases upon delivery, Tesla currently has to ask customers to apply directly for the license plates and tags and to bring them with when picking up their vehicle.
Tesla has also been building new Superchargers across Sweden, though other sympathy strikes from the country’s electrical utility providers have left more than 100 charging stalls without power or the ability to connect to the grid over the winter season. Attempts to have these charging stalls energized have thus far been met with silence, and with further requests for Tesla to sign a collective agreement.
“When Tesla Sweden signs the collective agreement, the strike and sympathy strike ends immediately,” an IF Metall spokesperson told Teslarati in an email this week.
According to IF Metall’s website, the terms of such an agreement would include protections for wages, form of employment, working hours, vacation time, pensions, and other related ground rules for employers. The union says it has roughly 300,000 members, noting that nine out of ten workers across Sweden were covered by a collective bargaining agreement.
-->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 strike in Sweden didn’t impact growth as market share increases
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
