News
Tesla Giga Berlin cleared of water supply concerns as state government begins infrastructure planning
Tesla takes a step closer to begin construction of Giga Berlin in Grunheide as Brandenburg authorities announce initial plans to spend 100 million euros on infrastructure development around the facility. Additionally, the Agriculture and Environment Minister Axel Vogel confirmed during a parliamentary committee on Wednesday that there’s a secure water supply for the entire region, thereby eliminating one of the biggest risks that would have delayed construction of Tesla’s first European factory.
Local residents, business owners, and environmental groups initially sounded the alarm about water, in fear that the California-based electric carmaker’s plans for a large production facility will dry up their local water supply. Tesla plans to initially produce 150,000 electric vehicles annually at Giga Berlin and will eventually ramp up to 500,000 units per year.
Responsible water association Strausberg / Erkner (WSE) addressed the community in a meeting last week, noting that they can meet the water supply needs of the Gigafactory in Grunheide but need additional funding. According to Vogel, WSE supplied about 10.8 million cubic meters of water in 2018 and the government can stretch that to the approved framework of 16 million cubic meters. Tesla’s Giga Berlin will only need about 1.77 million cubic meters of water per year.
“The evaluations will be completed this week and then the approval notice will be issued, there is no reason to be worried that Tesla cannot be supplied with sufficient drinking water,” Vogel said.
In January, Tesla CEO and co-founder Elon Musk also chimed in on the water supply issue and clarified that Giga Berlin is designed with sustainability and the environment in mind.
Giga Berlin / GF4 will absolutely be designed with sustainability and the environment in mind
— Elon Musk (@elonmusk) January 25, 2020
With Water Issues Solved, Government Thinks of Infrastructure
As Tesla Giga Berlin gains momentum with the assurance of the Brandenburg government that there’s enough water supply for the factory and for the rest of the community, authorities have announced plans to spend 10 million euros this year on roads and railway connections. Another 90 million euros will be allocated next year for various infrastructure projects around the car factory and a total of one billion euros would be spent by 2030.
Minister of Transport Guido Beermann disclosed plans for the electrification of the railway siding and an extension or relocation of the Fangschleuse train station.
There are also talks about the expansion of state roads, bus line networks that will serve commuters to Grunheide, and the extension of the S-Bahn, the city’s rapid railway system, to Grunheide.
Tesla enthusiast Emil Senkel has provided a clear illustration of these plans:
being examined:
– electrification of the railway siding
– possible extension of the S-Bahn to Grünheide
– bus lines networksplanned:
– new link parallel to the railway line between the motorway and L23
– extension or relocation of the existing train station
– 4-lane extension pic.twitter.com/R5ElDHJUzY— Emil Senkel (@EmilSenkel) February 13, 2020
With the influx of people expected when Giga Berlin goes online, the government is also planning to spend 30 million euros for new dormitories in nearby areas, 50 million euros for the renovation of dormitories, and 52 million euros for the rehabilitation of municipal bridges and bike lanes.
Environmental Protection Measures
As Tesla completes the necessary requirements to move forward with the construction of its facility in Brandenburg, the carmaker announced the steps it’s taking to ensure all measures are taken to protect the environment. Tesla will put up around 400 nesting boxes for birds breeding in the area and relocate several nests of forest ants. As planned, the carmaker will also search the forest for hibernating bats, forest lizards, and other creatures that need to be moved.
Tesla plans to start production of vehicles at Giga Berlin by July 2021. The factory is expected to employ around 8,000 to 12,000 workers to help with the production of the Model 3 sedan, the Model Y crossover.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
