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Tesla’s Full Self-Driving faces a new hurdle in UK rollout plans

New restrictions could slow the rollout of Tesla’s FSD in the UK.

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Tesla has been working to start deploying its Supervised Full Self-Driving (FSD) system outside of North America, though as the first waves of the software go out in China and Mexico, regulatory holdups in the United Kingdom (UK) and elsewhere are proving tough to overcome.

The UK’s Department for Transport (DfT) has proposed rules paring back allowances for autonomous driving systems such as Tesla’s Supervised FSD, according to documents seen by Telegraph in a report over the weekend. The delays echo previous statements from Tesla officials highlighting that the system may not be able to roll out in full in Europe until 2028, after recent regulation changes have slowed the deployment of certain automated capabilities.

Although the department’s original draft of safety rules related to self-driving systems allowed vehicles to perform maneuvers such as stopping and starting at traffic lights, turning at intersections, and changing lanes, all while drivers were hands-free, a new draft has diluted these functions to only allow “highway” maneuvers, such as lane changes, while also requiring drivers to keep their hands on the steering wheel.

“Whilst [a driver assistance system] may help in reducing collisions, it may also introduce new safety risks,” said a group of UK officials who helped propose the added restrictions in September.

The group has also suggested that systems like Tesla’s FSD Supervised should be rolled out “in phases,” echoing that safety concerns should be closely evaluated amidst deployment.

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“The technological advancements in these systems are promising, but there remain concerns about their impact on driver behaviour, situational awareness and overall safety.”

The changes also come after concerns about deploying automated driving systems were raised in the United Nations Economic Commission for Europe (UNECE) last year, with the UK’s DfT officials speaking out then about concerns for broader approval of the technology.

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READ MORE ON TESLA FSD’S MARKET ROLLOUT: Tesla used this clever workaround to train FSD for China’s roads

Tesla’s launch of FSD Supervised in Europe, elsewhere: what’s causing delays?

Tesla recently launched early FSD-related features in China and Mexico, and the news comes as the company has continued to face tough regulatory barriers to launching the software in markets across Europe and the UK.

As part of his resignation announcement in October, Tesla’s former Global Vehicle Automation and Safety Policy Lead Marc Van Impe warned of major barriers in Europe due to the UN Regulation 171, dubbed DCAS, which could delay the deployment of FSD until 2028.

“This impacts Europe’s competitiveness and it’s clear that the type-approval framework needs to evolve to better and more quickly tackle innovative technologies,” Van Impe said of the delay. “Perhaps temporary certification or deployment through pre-certification can prove a solution.”

Despite this, Tesla went on to launch an introductory version of Actually Smart Summon in Europe and the Middle East in November, after the highly-anticipated software had previously been lumped in with an FSD Supervised update in North America.

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During Tesla’s Q4 2024 earnings call in January, CEO Elon Musk also highlighted European regulations as a major barrier to getting FSD approved. He also highlighted an upcoming European Union (EU) committee session in May, which he said is expected to approve the software.

Tesla employees are performing autonomous FSD trials, CEO Elon Musk says

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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SpaceX issues statement on Starship V3 Booster 18 anomaly

The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas. 

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Credit: SpaceX/X

SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas. 

SpaceX’s initial comment

As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.

“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X. 

Incident and aftermath

Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.

Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.

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Investor's Corner

Tesla analyst maintains $500 PT, says FSD drives better than humans now

The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.

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Credit: Tesla

Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers. 

The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.

Analysts highlight autonomy progress

During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.

The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report. 

Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”

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Street targets diverge on TSLA

While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.

Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements. 

Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs. 

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SpaceX Starship Version 3 booster crumples in early testing

Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.

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Credit: SpaceX/X

SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory. 

Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired. 

Booster test failure

SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.

Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.

Tight deadlines

SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.

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While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.

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