News
Tesla closing in on Lower Saxony, Germany as final Europe Gigafactory location: report
Recent reports have emerged stating that Tesla is closing in on finalizing the location of its European Gigafactory. According to local German media, Tesla is particularly interested in Emden and Emsland, both of which are located in Lower Saxony, as potential sites for Gigafactory 4.
The update was recently shared by a spokesman for Economics Minister Bernd Althusmann, who confirmed that the ministry had presented “potential locations” in Lower Saxony to Tesla executives. Prior to this, Tesla had reportedly approached the Lower Saxony Ministry of Economics with the aim of securing a site that was close to the coast. Both Emden and Emsland fit this criteria.
Tesla’s intentions to establish a Gigafactory in Europe has been known for years. References to a Europe-based Tesla facility were initially teased by Elon Musk in late 2016, following the electric car maker’s acquisition of Grohmann Engineering. In June 2018, Musk noted on Twitter that Germany was the “leading choice” for Gigafactory 4’s location. “Perhaps on the German-French border makes sense, near the Benelux countries,” Musk explained.
Lower Saxony has reportedly expressed its interest as a potential site for Tesla’s upcoming factory. Economics Minister Bernd Althusmann contacted CEO Elon Musk last September 2018 to highlight the advantages of Lower Saxony for the electric car maker. “A good location in the European transport network including port connections, a dynamic research landscape and renewable energies on the doorstep: Lower Saxony is one of the world’s top regions of the automotive industry, which is also Tesla known,” Althusmann said.
The details for Tesla’s upcoming European Gigafactory remain unknown for now, though the facility will likely involve the creation of 1,000 to 2,000 jobs, according to a Hannoversche Allgemeine Zeitung (HAZ) report. “I would be delighted about the company’s commitment and the new jobs it will create in our country. We will continue to accompany Tesla’s search positively and promote Lower Saxony as an innovative automotive location,” Althusmann noted.
Tesla has released updates on Gigafactory 4’s construction recently. During the second-quarter earnings call, CEO Elon Musk noted that the location of the European Gigafactory will be finalized before the end of the year. Tesla also appears to be expecting Gigafactory 4’s development to be quick, similar to the rapid progress of Gigafactory 3 in China. This was highlighted by Tesla CFO Zachary Kirkhorn in a statement.
“With a continued focus on execution and cost management, the next 12 to 18 months should be the most exciting yet. During this time, we believe that Gigafactory Shanghai will be producing at scale. Model Y will be in production, addressing the most popular vehicle segment. Our European Gigafactory will be well underway,” he said during the earnings call.
H/T Alex Voight.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
Below is Tesla’s Q4 and FY 2025 update letter.
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
