News
Tesla Giga Berlin supplier permitted to reduce workers over Sweden union strike: report
When Swedish union IF Metall set its sights on Giga Berlin last month, the group noted that Hydro Extrusions, a producer of aluminum profiles for the Model Y, would be a central player in its strategy to disrupt the Tesla plant. Recent comments from Hydro Extrusions CEO Jonas Bjuhr have hinted that the Giga Berlin supplier’s employees may end up being hurt by the union’s strategy.
While Hydro Extrusions has a collective agreement, the company is nonetheless fearful that it might lose Tesla as a customer. Hydro Extrusions is owned by the Norwegian giant Hydro, and it employs 850 employees in Vetlanda and Finspång. Tesla is one of the company’s largest customers, but with the union’s strike in place, deliveries to the EV maker have been halted for almost two weeks now.
In a comment to Dagens Nyheter (DN), Bjuhr noted that the strike has affected the company from day one. He also expressed concerns about the company’s business with Tesla since the market for aluminum parts for vehicles is a rapidly growing segment.
“It has affected us from day one in that we lose revenue and that in an already strained economic time. But the concern for the future is greater. Aluminum parts for electric cars is a strongly growing market, and if the strike goes on for a long time, it could reduce the confidence of Swedish suppliers. Then other suppliers will take over,” the CEO said.
The first affected of the sympathy strikes in Sweden
(as we know of)
This is because IF Metalls methods and their belife of stopping Tesla with a sutch a measure.
This is insanity squared!
The CEO of Hydro Extrusions says:
– The bigger question here is what proportions a… pic.twitter.com/uJjaKWycOy— Nicklas ???T???♻️? (@NicklasNilsso14) December 8, 2023
When asked by the publication about the number of employees that are covered by the ongoing Tesla strike, Bjuhr noted that just about 20 employees are covered. The CEO also noted that the company has already been given approval to reduce its headcount if needed.
“About 20, above all in Vetlanda, and we have so far been able to move them to other departments. But if this goes on for a long time, there is an absolute risk of redundancies. We have already been given permission to reduce the number of hired employees,” Bjuhr said.
IF Metall strike general Veli-Pekka Säikkälä, for his part, has argued that Hydro Extrusions is not being unfairly involved in the union’s current strikes against Tesla.
“Hydro has chosen to do business with a company that does not have a collective agreement, thereby taking a conscious risk. We are not acting against Tesla in Sweden, but against the American group and its opportunities to do business. We do not strike blindly with our sympathy measures, but have surgically targeted Tesla’s factory in Berlin, which is dependent on deliveries from Hydro Extrusions. This is a way to increase the pressure on Tesla,” the IF Metall official said.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
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.
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.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
