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Tesla denies report on local battery partner for Gigafactory 3
The construction of Tesla’s Gigafactory 3 in China is moving in a rapid pace. Not long after the facility’s groundbreaking ceremony, the company’s 864,885-square meter plot of land in Shanghai’s Lingang Industrial Zone has become abuzz with activity. If recent reports are any indication, though, it appears that work is also underway to ensure that the company has all the partners it needs to produce batteries on the upcoming facility.
Citing individuals reportedly familiar with the proceedings, Reuters recently published a report suggesting that Tesla has reached a preliminary agreement with China-based battery provider Tianjin Lishen to supply batteries for Gigafactory 3. The publication’s sources have noted, though, that Tesla and Tianjin Lishen have reached no official, definitive deal as of date.
Among the details reportedly being worked out by Tesla and the battery supplier is the size of Tesla’s battery orders, as well as the specific size of the cells that would be produced in the Shanghai-based factory. Inasmuch as news of a possible battery supplier is compelling though, a Tesla spokesperson has denied that any official agreement between the electric car maker and the Chinese battery provider has been reached.
“Tesla previously received quotes from Lishen, but did not proceed further. We have not signed any agreement of any kind with them,” a Tesla spokesperson said.
Lishen, for its part, has noted that there is no agreement between itself and Tesla for Gigafactory 3’s batteries, at least for now.
The update suggested by Reuters’ sources point to Tesla tapping into the local Chinese market for a possible battery partner. So far, Tesla’s sole battery partner has been Panasonic, which has been producing the 18650 battery cells for the Model S and X in its Japan-based facilities, and the Model 3’s 2170 cells in Gigafactory 1 . Considering the size of the Chinese market, though, Panasonic’s resources would not be enough to meet the demand in the country. Elon Musk described this in a prior tweet.
Tesla will manufacture all battery modules & packs at China Giga, as we do today in California & Nevada. Cell production will be sourced locally, most likely from several companies (incl Pana), in order to meet demand in a timely manner.
— Elon Musk (@elonmusk) November 2, 2018
While reports of Tesla’s preliminary agreement with Tianjin Lishen are undoubtedly interesting, some aspects of the information provided by Reuters’ sources were a tad bit strange. For one, Elon Musk has stated that the first vehicle set to be produced in Gigafactory 3 is the Model 3, an electric car powered by 2170 cells. Despite Gigafactory 3 only producing the affordable versions of the electric sedan, it doesn’t make much sense for Tianjin Lishen and Tesla to be still undecided about the types of battery cells that would be needed for the upcoming facility.
If any, these recent reports of Tesla and it’s possible battery partner in China teases the accelerated pace of Gigafactory 3’s development and construction. The facility, after all, is currently following an incredibly ambitious timeline, with Tesla aiming to finish the initial construction of the factory by the end of summer. Tesla also aims to start producing the Model 3 before the end of 2019.
Perhaps the most notable factor in the construction of Gigafactory 3 though, is the apparent favor currently being extended to Tesla by the Chinese government. For one, Tesla was allowed to become the sole owner of Gigafactory 3 — a privilege not given to any other foreign carmaker operating in the country. Apart from this, Tesla was also granted low-interest loans from local Shanghai banks to fund part of the facility’s construction. China Construction Third Engineering Bureau Co., Ltd, the company tasked with the facility’s buildout, is also a subsidiary of China Construction, a government-owned company.
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Tesla FSD V14.2.1 is earning rave reviews from users in diverse conditions
Tesla’s Full Self-Driving (Supervised) software continues its rapid evolution, with the latest V14.2.1 update drawing widespread praise.
Tesla’s Full Self-Driving (Supervised) software continues its rapid evolution, with the latest V14.2.1 update drawing widespread praise for its smoother performance and smarter decision-making.
Videos and firsthand accounts from Tesla owners highlight V14.2.1 as an update that improves navigation responsiveness, sign recognition, and overall fluidity, among other things. Some drivers have even described it as “more alive than ever,” hinting at the system eventually feeling “sentient,” as Elon Musk has predicted.
FSD V14.2.1 first impressions
Early adopters are buzzing about how V14.2.1 feels less intrusive while staying vigilant. In a post shared on X, Tesla owner @LactoseLunatic described the update as a “huge leap forward,” adding that the system remains “incredibly assertive but still safe.”
Another Tesla driver, Devin Olsenn, who logged ~600 km on V14.2.1, reported no safety disengagements, with the car feeling “more alive than ever.” The Tesla owner noted that his wife now defaults to using FSD V14, as the system is already very smooth and refined.
Adverse weather and regulatory zones are testing grounds where V14.2.1 shines, at least according to testers in snow areas. Tesla watcher Sawyer Merritt shared a video of his first snowy drive on unplowed rural roads in New Hampshire, where FSD did great and erred on the side of caution. As per Merritt, FSD V14.2.1 was “extra cautious” but it performed well overall.
Sign recognition and freeway prowess
Sign recognition also seemed to show improvements with FSD V14.2.1. Longtime FSD tester Chuck Cook highlighted a clip from his upcoming first-impressions video, showcasing improved school zone behavior. “I think it read the signs better,” he observed, though in standard mode, it didn’t fully drop to 15 mph within the short timeframe. This nuance points to V14.2.1’s growing awareness of temporal rules, a step toward fewer false positives in dynamic environments.
FSD V14.2.1 also seems to excel in high-stress highway scenarios. Fellow FSD tester @BLKMDL3 posted a video of FSD V14.2.1 managing a multi-lane freeway closure due to a police chase-related accident. “Perfectly handles all lanes of the freeway merging into one,” the Tesla owner noted in his post on X.
FSD V14.2.1 was released on Thanksgiving, much to the pleasant surprise of Tesla owners. The update’s release notes are almost identical to the system’s previous iteration, save for one line item read, “Camera visibility can lead to increased attention monitoring sensitivity.”
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Tesla FSD Supervised ride-alongs in Europe begin in Italy, France, and Germany
The program allows the public to hop in as a non-driving observer to witness FSD navigate urban streets firsthand.
Tesla has kicked off passenger ride-alongs for Full Self-Driving (Supervised) in Italy, France and Germany. The program allows the public to hop in as a non-driving observer to witness FSD navigate urban streets firsthand.
The program, detailed on Tesla’s event pages, arrives ahead of a potential early 2026 Dutch regulatory approval that could unlock a potential EU-wide rollout for FSD.
Hands-Off Demos
Tesla’s ride-along invites participants to “ride along in the passenger seat to experience how it handles real-world traffic & the most stressful parts of daily driving, making the roads safer for all,” as per the company’s announcement on X through its official Tesla Europe & Middle East account.
Sign-ups via localized pages offer free slots through December, with Tesla teams piloting vehicles through city streets, roundabouts and highways.
“Be one of the first to experience Full Self-Driving (Supervised) from the passenger seat. Our team will take you along as a passenger and show you how Full Self-Driving (Supervised) works under real-world road conditions,” Tesla wrote. “Discover how it reacts to live traffic and masters the most stressful parts of driving to make the roads safer for you and others. Come join us to learn how we are moving closer to a fully autonomous future.”
Building trust towards an FSD Unsupervised rollout
Tesla’s FSD (Supervised) ride-alongs could be an effective tool to build trust and get regular car buyers and commuters used to the idea of vehicles driving themselves. By seating riders shotgun, Tesla could provide participants with a front row seat to the bleeding edge of consumer-grade driverless systems.
FSD (Supervised) has already been rolled out to several countries, such as the United States, Canada, Australia, New Zealand, and partially in China. So far, FSD (Supervised) has been received positively by drivers, as it really makes driving tasks and long trips significantly easier and more pleasant.
FSD is a key safety feature as well, which became all too evident when a Tesla driving on FSD was hit by what seemed to be a meteorite in Australia. The vehicle moved safely despite the impact, though the same would likely not be true had the car been driven manually.
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Swedish union rep pissed that Tesla is working around a postal blockade they started
Tesla Sweden is now using dozens of private residences as a way to obtain license plates for its vehicles.
Two years into their postal blockade, Swedish unions are outraged that Tesla is still able to provide its customers’ vehicles with valid plates through various clever workarounds.
Seko chairman Gabriella Lavecchia called it “embarrassing” that the world’s largest EV maker, owned by CEO Elon Musk, refuses to simply roll over and accept the unions’ demands.
Unions shocked Tesla won’t just roll over and surrender
The postal unions’ blockade began in November 2023 when Seko and IF Metall-linked unions stopped all mail to Tesla sites to force a collective agreement. License plates for Tesla vehicles instantly became the perfect pressure point, as noted in a Dagens Arbete report.
Tesla responded by implementing initiatives to work around the blockades. A recent investigation from Arbetet revealed that Tesla Sweden is now using dozens of private residences, including one employee’s parents’ house in Trångsund and a customer-relations staffer’s home in Vårby, as a way to obtain license plates for its vehicles.
Seko chairman Gabriella Lavecchia is not pleased that Tesla Sweden is working around the unions’ efforts yet again. “It is embarrassing that one of the world’s largest car companies, owned by one of the world’s richest people, has sunk this low,” she told the outlet. “Unfortunately, it is completely frivolous that such a large company conducts business in this way.”
Two years on and plates are still being received
The Swedish Transport Agency has confirmed Tesla is still using several different workarounds to overcome the unions’ blockades.
As noted by DA, Tesla Sweden previously used different addresses to receive its license plates. At one point, the electric vehicle maker used addresses for car care shops. Tesla Sweden reportedly used this strategy in Östermalm in Stockholm, as well as in Norrköping and Gothenburg.
Another strategy that Tesla Sweden reportedly implemented involved replacement plates being ordered by private individuals when vehicles change hands from Tesla to car buyers. There have also been cases where the police have reportedly issued temporary plates to Tesla vehicles.
