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Tesla’s ‘preferential treatment’ justified by Brandenburg Environmental Minister
Tesla’s “preferential treatment” in Berlin has been attacked by numerous environmental groups who disagree with the automaker’s current construction project that is going on in the town of Brandenburg. Since the site’s initial groundbreaking and land preparation efforts in early 2020, citizens and “green” groups have come to pledge their distaste for Tesla’s introductory European production plant. However, local government officials are more than willing to come to justify Tesla’s presence in the area, especially as it provides a substantial economic boost to an area that thirsts for steady, well-paying manufacturing jobs. Brandenburg Environmental Minister Axel Vogel is just one of those politicians coming to Tesla’s rescue, justifying the company’s treatment in the area.
Since the announcement by CEO Elon Musk in late 2019 that provided some context of what would eventually become known as “Giga Berlin,” numerous voices have pushed back against Tesla’s efforts in Germany. Despite this, the company has made reasonable progress in the past 21 months. Tesla has managed to take what was once a regular plot of land covered in low-grade trees used for commercial cardboard production and transform it into one of Earth’s most impressive vehicle production facilities. At least that’s what will be there when the factory becomes operational in several months.
Until then, Tesla will continue building the factory, erecting several portions of the plant that will eventually house the production of the Model Y crossover and Tesla’s recently unveiled 4680 battery cells. The cells, a groundbreaking step in developing Tesla’s EV tech, will provide more range and power to Tesla’s eco-friendly vehicles.
Although Tesla vehicles have saved over 17.9 million tons of CO2 from entering the atmosphere alone, environmental groups are not convinced the company’s factory will provide stable and eco-friendly scenarios based on by-products of vehicle production. In fact, groups who have been identified as NABU and Gruene Liga recently stated that they are not interested in Tesla producing batteries at the plant because of potentially hazardous waste.
Tesla ironically faces pushback at Giga Berlin from environmental groups
The groups told Reuters earlier this month:
“The objection is based on the claim that Tesla has not sufficiently clarified what precautions it will take to prevent highly poisonous gas from escaping from the factory, the objection document showed.”
Now, Brandenburg Environmental Minister Axel Vogel is coming to Tesla’s defense, giving them a justification for their preferential treatment regarding approved documents for certain elements of their factory.
Vogel said (via Maz Online):
“We are convinced that it is right to give Tesla preferential treatment, because the Tesla site has an incredibly positive, Europe-wide impact.”
#GigaBerlin
Brandenburg’s environment minister defends preferential treatment for Tesla.
“We are convinced that it is right to give Tesla preferential treatment, because the Tesla site has an incredibly positive, Europe-wide impact,” says the minister.https://t.co/pecuiVjd7x pic.twitter.com/owZEKH1qQV— @GF4Tesla ?? ?? ?️?️.build #GigaBerlin. (@Gf4Tesla) June 23, 2021
Vogel recognizes the concrete impact that Tesla could have on the region when Giga Berlin begins operation. Not only is the plant going to supply local citizens with jobs that are secure, comfortable, and well paying, but the environmental impacts also align with the strict and ambitious climate goals that Europe and Germany have both set. The European Union has been plotting a ban for ICE vehicles in 2025, according to Euractiv, and Germany has a set target of 2030 for the date it will stop allowing pollution-emitting vehicles to roam the streets.
Environmental groups are concerned with the production of the vehicles, which will result in some pollutants. However, these groups could be protesting any automaker, or basically, any large company in the world as manufacturing does, unfortunately, result in emissions. However, after Tesla cars roll off of production lines, no emissions will leave the vehicle, as the company’s battery-driven powertrains make for the most environmentally friendly form of passenger transportation on Earth.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
