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Tesla sees bigger opportunity in China as more aggressive EV goals are enacted for 2025

(Credit: ??/YouTube)

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Tesla may soon see more opportunities in China, as the country adopts a more aggressive target for EV sales by 2025. These targets could bode well for Tesla, whose Gigafactory 3 is expected to produce Made-in-China versions of the company’s mass-market vehicles, the Model 3 sedan and the Model Y crossover. 

China’s Ministry of Industry and Information Technology posted a draft policy on Tuesday stating that the country is aiming to have about 25% of new cars sold by 2025 to be electrified. This is more aggressive than its previous goal, which called for all-electric vehicles, fuel-cell cars, and plug-in hybrids to account for over 20% of new vehicle sales by 2025. 

Individuals familiar with the matter have informed Bloomberg that a previous version of the draft policy included an even more ambitious target, which called for electrified vehicles to account for 60% of new car sales by 2035. This portion of the draft policy was reportedly taken out, but the country is nonetheless pursuing its EV goals aggressively. Cui Dongshu, secretary-general of China Passenger Car Association, expressed his thoughts on these updated goals. 

“There are always uncertainties in technology breakthroughs and it is more prudent to set a target for a closer time frame like we see here. Demand for new energy vehicles may recover over the next two years and the 2025 target set in the policy seems reasonable,” Cui said. 

China’s more aggressive EV targets come at a time when the country is looking to reclaim its momentum in the electric car transition. Over the past years, China’s EV market has shown tremendous growth, but in recent months, the industry has slowed down, bogged by government subsidies that were scaled back. Being the world’s largest market for EVs, China’s slowdown in recent months has started affecting the global EV sector. 

Tesla, for its part, could play a key role in China’s efforts to push its EV sector further. Led by the Made-in-China Model 3, Tesla could provide some healthy competition to local EV producers while attracting new car buyers to a fully-electric form of transportation. The Model Y, a crossover vehicle that will compete in one of the auto sector’s most competitive markets, is also expected to see healthy demand in the Chinese market.

Both vehicles are expected to be produced at Gigafactory 3 in Shanghai, which is already operational. So far, Gigafactory 3 has been awarded a mass-production license and is only waiting for its final permits before deliveries to local customers could begin.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk teases Tesla Roadster unveiling once again

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tesla roadster
Credit: Tesla

Elon Musk continues to tease the unveiling event for the Tesla Roadster, a continuing trend that has grown into a bigger game of “When” for fans who have been waiting years for the car to finally enter production.

A video shared on X of the Joe Rogan Experience podcast that Musk appeared on last year, teasing the Roadster unveiling, was shared once again on the social media platform. The poster said the Roadster event will be “unforgettable.”

Musk agreed:

The timing is interesting because just yesterday, Musk said that we will be getting flying cars, and for years, Tesla has hinted that it could develop a SpaceX cold gas thruster package that would help the car float or fly for a short period of time.

It would be reasonable to assume Tesla’s major delays with this unveiling event are likely caused by the company’s need to break the rules and push the envelope on nearly everything. Last July, Lars Moravy, Tesla’s VP of Vehicle Engineering, said:

“Roadster is definitely in development. We did talk about it last Sunday night. We are gearing up for a super cool demo. It’s going to be mind blowing. We showed Elon some cool demos last week of the tech we’ve been working on and he got a little excited.”

The latest updates that Tesla has given us are that the Roadster is in design development, and it did have several potential dates for an unveiling event this year, including April. It was then pushed to August.

However, there are no clues as to when Tesla will be ready, and fans are certainly getting frustrated with the delays.

For what it is worth, Franz von Holzhausen told Jay Leno this week that the event would be “very soon.”

We sure hope.

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Tesla’s driverless Cybercab just passed a big test with State Governor

Florida’s governor rode Tesla’s Cybercab at a closed test track and called the experience impressive.

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Florida Governor Ron DeSantis rode in a Tesla Cybercab on a closed test track this week and came away impressed, posting on X that the vehicle “successfully navigated all hazards — a kid running into the street, a crash with police stopping traffic, a Model S cutting us off, etc.” He called the ride “impressive.”

The stop was part of a broader event Monday at SunTrax, a 775 acre state owned proving ground in Auburndale that Florida built specifically to test autonomous and connected vehicles before they reach public roads. Standing next to a gold Cybercab, DeSantis described the car in plain terms: “You go in there and you just sit. You have a screen. There’s no steering wheel, no pedals. Clearly these things could be very beneficial.”

DeSantis paired the praise with a caveat that has followed autonomous vehicles since the category existed. “You don’t want to be in an autonomous vehicle and it drives you into a ditch. That would not be good,” he said, framing safety validation as the gate before wider deployment.

SunTrax, the 2.25 mile oval which the state calls the only high speed autonomous vehicle test track in the Southeast, can simulate rain, pedestrian crossings, hills and crowded urban conditions at highway speeds, letting companies push a car past what an early public rollout would risk. Tesla, Waymo and Beep all use the facility, and Florida’s regulatory approach, among the most permissive for autonomous vehicles in the country, doesn’t require a human operator inside a fully autonomous car.

Tesla has reason to want the blessing of Florida and states beyond, as the Cybercab entered volume production at Gigafactory Texas this spring and has since self certified as SAE Level 4 under Texas law. Public road testing so far has kept a safety monitor in the passenger seat, and Florida is where Tesla has been expanding its existing Model Y based Robotaxi service instead, adding Miami in July and then Orlando and Tampa two weeks later. A closed track endorsement from a sitting governor doesn’t change any of that, but it does put Tesla’s newest hardware in front of a state that has already shown it will move fast on rules.

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Tesla wins three-year standoff against Sweden’s IF Metall union

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Credit: Tesla Europe and Middle East | X

Sweden’s IF Metall union has announced that it is ending all protests against Tesla, effective immediately.

The union said in a statement this morning:

“There seems to be no limits to the length Tesla would go to keep unions out of their operations. Unfortunately, they have managed to pay their way out in Sweden. At least that has given the former IF Metall members more money in their pocket, but the insecurity of not having a union or a collective agreement still remains.”

IF Metall has been after Tesla in Sweden for the past three years, attempting to push unionized operations into its factories. Tesla, on the other hand, has given its employees the chance to unionize in various markets. However, the organization says that Tesla has “bought out all of its striking members.”

“Today, we end our industrial action against Tesla. We do so because it can no longer have an effect – not because our principles have changed,” a written statement said.

Over the past three years, IF Metall has definitely been a thorn in the side of Tesla and its operations in Sweden. The primary strike started in October 2023, when IF Metall members at Tesla’s Swedish Service Centers refused to work.

IF Metall chair to Elon Musk: “Give us a chance” as Tesla Sweden strike hits 2 years

Strikes extended to blockades and work stoppages at non-Tesla-owned repair shops that service Teslas. This limited and stopped anything related to warranties, transport damage, and other work on Teslas ending, eliminating work arounds for customers.

Sympathy strikes followed, as postal workers, dock workers, electricians, and other tradesmen stopped working. Add in lawsuits and other pressures, and you get the full scope of what strategies the union has used against Tesla over the past several years.

But now, it’s all over.

“We will continue to defend the right of workers to organize. We will continue to fight for collective bargaining. And we will continue to stand in solidarity with workers and trade unions facing similar challenges elsewhere – just as you have stood with us,” IF Metall said.

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