News
Tesla sets the record straight once more about Giga Berlin’s water consumption
Tesla Giga Berlin-Brandenburg is already dubbed as the company’s most sustainable and efficient facility, but it still attracts a consistent stream of opposition. Among the most notable arguments against Giga Berlin is the facility’s water consumption, which critics have alleged is dangerously high. Tesla, for its part, has been doubling down on its efforts to set the record straight about Giga Berlin’s water usage.
In comments to rbb24, Tesla External Projects Lead Theresa Eggler provided an overview of the facility’s water consumption as well as the technologies that the EV maker employs to ensure that the factory could recycle as much water as possible. The Tesla employee highlighted that Giga Berlin recycles almost all of its dirty water from car production. By doing this, Tesla is able to use far less water than originally planned. “We manage to recycle up to 100% of all of our process wastewater here,” she said.
Alexander Riederer, who works at Tesla’s Public Policy & Business Development division, also highlighted that Giga Berlin is one of Germany’s largest wastewater treatment plants. “We have one of the largest industrial wastewater treatment plants in Germany here. There is only one larger one, which is in a nuclear power plant,” he said.
Tesla Giga Berlin is a huge facility, and thus, it was approved to use 1.8 million cubic meters of water per year. However, Tesla currently uses less than 500,000 cubic meters of water annually. A large part of this water consumption is actually just used for the sanitary facilities of Giga Berlin’s 12,500 employees. Thus, despite its large size and current vehicle output, Giga Berlin only uses about 4% of the total water volume of the water association WSE.
“We actually have one of the most efficient automobile factories in the world here in terms of water consumption,” Riederer stated.
While there is a notable amount of noise surrounding Giga Berlin’s water consumption, it is important to note that the facility consumes far less water than other industrial plants in the area. As per the Brandenburg Ministry of the Environment, the Jänschwalde power plant uses 44.9 million cubic meters of water every year, and the waste recycler EEW in Premnitz uses 23 million cubic meters of water annually. Even the Klaistow asparagus farm uses nearly 1.1 million cubic meters of water per year, more than twice the amount of water used by Giga Berlin.
Granted, Giga Berlin is situated in a water protection area. But it should be noted that Mercedes-Benz also operates a factory in Ludwigsfelde that is built in a water protection area. That factory employs 2,000 workers and has an output of about 50,000 Sprinters per year, and it has been operational since the early 1990s. The Mercedes-Benz facility also consumes less than 100,000 cubic meters of water per year. With this in mind, Tesla already uses far less water per vehicle in Giga Berlin, but as per rbb24, the Mercedes-Benz factory has not attracted any protests about its consumption or possible dangers to date.
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News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
