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Tesla ‘a disproportional beneficiary’ of China’s incoming green tidal wave: Dan Ives
Tesla is set to be “a disproportional beneficiary” of China’s growing adoption of electric vehicles and sustainable energy, according to Wedbush analyst and Tesla bull Dan Ives.
After navigating through a difficult few months in China, where Tesla combated unfair PR on several occasions that brought the safety of the company vehicles into question, Ives now believes that the automaker can now focus on expanding on its already solid foundation in the region. The Chinese market has been an exceptionally potent location for electric vehicle makers, becoming a main focus of several OEMs that are working to transition toward electrification. Tesla, while being a mainstay in China’s EV sales leaderboard for over a year, is primed to benefit from the market’s evergrowing love affair with the electric vehicle, continuing a monumental climb toward automotive legacy in the world’s largest car market.
Despite falsified reports of faulty braking systems on several occasions, Tesla has managed to be one of the best-selling EV manufacturers in China. In Q2, Tesla sold over 53,000 cars in China, capped off by an impressive 28,138 cars in the domestic market in June. The strong performance was fueled by demand for the Model 3 and Model Y, the two cars that Tesla manufactures in China at the Giga Shanghai production facility.
Although Tesla’s Q2 was a strong one, it wasn’t all sunshine and rainbows for the Silicon Valley-based electric car company. As previously mentioned, Tesla battled several claims of brake failures in its vehicles. The initial occurrence of this was at the Shanghai Auto Show, where the Tesla booth was infiltrated by a woman who claimed faulty brakes caused a dangerous accident. Tesla navigated through this scandal, along with several others by continuously debunking these claims. The company eventually set up a Special Handling Team to handle these issues, and also threatened legal action for those who were attempting to gain notoriety or money through false claims.
Ives acknowledges Tesla’s bumpy and tumultuous road in China in Q2, but the performance, which is indicated through the strong sales figures during the PR nightmare, essentially proves the company is ready to move on to even more robust sales figures. “We believe Tesla have navigated the safety/PR issues better than expected, and are now in a position to accelerate market share in this key region,” Ives wrote.
In May, Ives also wrote that Tesla, along with other manufacturers like NIO, Xpeng, and Li Auto, would all benefit from an increasing EV market share in China. Ives wrote in the May note that only 5% of total automotive sales in China were EVs and that the next two years would result in a doubling of this market concentration of electrified models.
While China was bumpy during the quarter we believe Tesla have navigated the safety/PR issues better than expected and are now in a position to accelerate market share in this key region. We believe the green tidal wave is on the horizon with Tesla a disproportional beneficiary.
— Daniel Ives (@DivesTech) July 21, 2021
In short, the benefits of a more supported EV market in China are going to fuel many automakers, but Tesla seems to be the one that Ives is putting his money on. This is mostly because of the fact that bad press really didn’t affect sales figures, and Tesla continues to perform in one of the most heavily concentrated EV markets globally.
Ives is ranked 43rd out of 7,591 analysts on TipRanks.com. He has a success rate of 74% and an average return of 35.3%.
Disclosure: Joey Klender is a TSLA Shareholder.
Tesla Semi Program Director Dan Priestly teased the major improvements to the all-electric Class 8 truck on Thursday night, following the company’s decision to overhaul the design earlier this year.
Priestley said he drove the Semi on Thursday, and the improvements appear to be welcomed by one of the minds behind the project. “Our customers are going to love it,” he concluded.
Just drove the redesigned Semi. Our customers are going to love it. https://t.co/KZ88sf1CDL
— Dan Priestley (@danWpriestley) December 19, 2025
The small detail does not seem like much, but it is coming from someone who has been involved in the development of the truck from A to Z. Priestley has been involved in the Semi program since November 2015 and has slowly worked his way through the ranks, and currently stands as the Director of the program.
Tesla Semi undergoes major redesign as dedicated factory preps for deliveries
Tesla made some major changes to the Semi design as it announced at the 2025 Annual Shareholder Meeting that it changed the look and design to welcome improvements in efficiency.
Initially, Tesla adopted the blade-like light bar for the Semi, similar to the one that is present on the Model Y Premium and the Cybertruck.
Additionally, there are some slight aesthetic changes to help with efficiency, including a redesigned bumper with improved aero channels, a smaller wraparound windshield, and a smoother roofline for better aero performance.
All of these changes came as the company’s Semi Factory, which is located on Gigafactory Nevada’s property, was finishing up construction in preparation for initial production phases, as Tesla is planning to ramp up manufacturing next year. CEO Elon Musk has said the Semi has attracted “ridiculous demand.”
The Semi has already gathered many large companies that have signed up to buy units, including Frito-Lay and PepsiCo., which have been helping Tesla test the vehicle in a pilot program to test range, efficiency, and other important metrics that will be a major selling point.
Tesla will be the Semi’s first user, though, and the truck will help solve some of the company’s logistics needs in the coming years.
Tesla is dominating in the United Kingdom so far through 2025, and with about two weeks left in the year, the Model Y and Model 3 are leading the way.
The Model Y and Model 3 are the two best-selling electric vehicles in the United Kingdom, which is comprised of England, Scotland, Wales, and Northern Ireland, and it’s not particularly close.
According to data gathered by EU-EVs, the Model Y is sitting at 18,890 units for the year, while the Model 3 is slightly behind with 16,361 sales for the year so far.
The next best-selling EV is the Audi Q4 e-tron at 10,287 units, lagging significantly behind but ahead of other models like the BMW i4 and the Audi Q6 e-tron.
GOOD NEWS 🇬🇧 Tesla is absolutely crushing the UK electric vehicle market in 2025 💥
The numbers are in, and the dominance is clear. With an impressive amount of 42,270 vehicles delivered year-to-date, the brand now commands a solid 9.6% market share of the total auto market 🆒… pic.twitter.com/dkiGX9kzd0
— Ming (@tslaming) December 18, 2025
The Model Y has tasted significant success in the global market, but it has dominated in large markets like Europe and the United States.
For years, it’s been a car that has fit the bill of exactly what consumers need: a perfect combination of luxury, space, and sustainability.
Both vehicles are going to see decreases in sales compared to 2024; the Model Y was the best-selling car last year, but it sold 32,610 units in the UK. Meanwhile, the Model 3 had reached 17,272 units, which will keep it right on par with last year.
Tesla sold 50,090 units in the market last year, and it’s about 8,000 units shy of last year’s pace. It also had a stronger market share last year with 13.2 percent of the sales in the market. With two weeks left in 2025, Tesla has a 9.6 percent market share, leading Volkswagen with 8 percent.
The company likely felt some impact from CEO Elon Musk’s involvement with the Trump administration and, more specifically, his role with DOGE. However, it is worth mentioning that some months saw stronger consumer demand than others. For example, sales were up over 20 percent in February. A 14 percent increase followed this in June.
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Tesla Insurance officially expands to new U.S. state
Tesla’s in-house Insurance program first launched back in late 2019, offering a new way to insure the vehicles that was potentially less expensive and could alleviate a lot of the issues people had with claims, as the company could assess and repair the damage itself.
Tesla Insurance has officially expanded to a new U.S. state, its thirteenth since its launch in 2019.
Tesla has confirmed that its in-house Insurance program has officially made its way to Florida, just two months after the company filed to update its Private Passenger Auto program in the state. It had tried to offer its insurance program to drivers in the state back in 2022, but its launch did not happen.
Instead, Tesla refiled the paperwork back in mid-October, which essentially was the move toward initiating the offering this month.
BREAKING: Tesla Insurance has just officially launched in Florida.
This is the first new state to receive @Tesla Insurance in more than 3 years. In total, Tesla insurance is now available in 13 U.S. states (map in thread below of all the states).
Tesla Insurance in Florida uses… pic.twitter.com/bDwh1IV6gD
— Sawyer Merritt (@SawyerMerritt) December 17, 2025
Tesla’s in-house Insurance program first launched back in late 2019, offering a new way to insure the vehicles that was potentially less expensive and could alleviate a lot of the issues people had with claims, as the company could assess and repair the damage itself.
It has expanded to new states since 2019, but Florida presents a particularly interesting challenge for Tesla, as the company’s entry into the state is particularly noteworthy given its unique insurance landscape, characterized by high premiums due to frequent natural disasters, dense traffic, and a no-fault system.
Annual average premiums for Florida drivers hover around $4,000 per year, well above the national average. Tesla’s insurance program could disrupt this, especially for EV enthusiasts. The state’s growing EV adoption, fueled by incentives and infrastructure development, aligns perfectly with Tesla’s ecosystem.
Moreover, there are more ways to have cars repaired, and features like comprehensive coverage for battery damage and roadside assistance tailored to EVs address those common painpoints that owners have.
However, there are some challenges that still remain. Florida’s susceptibility to hurricanes raises questions about how Tesla will handle claims during disasters.
Looking ahead, Tesla’s expansion of its insurance program signals the company’s ambition to continue vertically integrating its services, including coverage of its vehicles. Reducing dependency on third-party insurers only makes things simpler for the company’s automotive division, as well as for its customers.
Tesla Semi program Director teases major improvements
Tesla dominates in the UK with Model Y and Model 3 leading the way
