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Tesla Giga Berlin Update: Foundational Work and Fire Protection continues

Credit: Twitter | @Gf4Tesla

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Tesla’s Giga Berlin production facility made leaps late last week into the weekend as construction crews continued foundational work in the drive unit facility and installed fire protection infrastructure in the paint shop area. The property also received its second cement mixing plant as crews on site are preparing to install flooring for the facility soon.

Giga Berlin is sitting about a year away from its first production push of the Model Y. Now that the construction crews responsible for the project have been implementing foundational work for a few weeks at the drive unit portion of the facility, the structure of Giga Berlin could start taking shape soon.

A video from @Gf4Tesla on Twitter shows an ariel view of the Giga Berlin property.

Tesla has a knack for producing vehicles earlier than their timetable initially indicates. For example, the Model Y had an expected delivery date of Summer 2020. However, Tesla was able to begin delivering its all-electric crossover to reservation holders in mid-March, nearly 3 months ahead of schedule.

There is always a possibility of Tesla beginning deliveries of the Model Y in Europe ahead of schedule. If the company’s contracted construction crews can continue to expedite the process, European citizens could be receiving Model Y vehicles sooner than expected.

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Additionally, fire protection walls at the paint facility are being constructed and will surround Tesla’s new, world-class shop at Giga Berlin. CEO Elon Musk announced that the German facility would be home to a new paint shop that would revolutionize the way automotive colors appear to the human eye.

In April, Musk revealed details about Giga Berlin’s new paint facility and what the company’s unique colors would be capable of. “Giga Berlin will have world’s most advanced paint shop, with more layers of stunning colors that subtly change with curvature,” Musk tweeted. He also indicated that both Fremont and Shanghai would eventually receive these updates, but retrofitting an operating paint facility is difficult while it is in use.

This past weekend, Musk indicated that the new paint facility would produce a new “Deep Crimson” color for vehicles built at the plant located in Grünheide. The addition of the new color would give owners six total paint options instead of five. Currently, Tesla offers Pearl White Multi-Coat, Solid Black, Midnight Silver Metallic, Deep Blue Metallic, and Red Multi-Coat are all available for additional charges.

Paint has always been a weak point of Tesla’s, and Musk has recognized that in the past. However, the CEO wants to improve the aesthetic appearance of the company’s vehicles, and it starts with quality colors and world-class paint.

Giga Berlin is expected to produce the Model Y starting in July 2021, and other models will be available after the facility gets its first few production runs under its belt.

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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 officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026. 

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

A call and an invitation

Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”

Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.

“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.

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Tesla FSD’s upcoming rollout in Israel

Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government. 

Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”

Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.

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Tesla China delivery centers look packed as 2025 comes to a close

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

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Credit: @Tslachan/X

Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners. 

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

Full delivery center hints at year-end demand surge

A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff. 

The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover. 

Strong demand in China

Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment

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From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7. 

With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more. 

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