News
Live Updates: Tesla Giga Berlin final environmental permit press conference
After two years of construction, Tesla Gigafactory Berlin has secured its final environmental approval. The approval was discussed by Brandenburg Minister-President Dietmar Woidke during a press conference today.
A background of Tesla Giga Berlin, as well as the delays that hit the project along the way, have been discussed in our previous coverage from earlier today. Click here to access our backgrounder on Tesla’s Giga Berlin project.
But today, it’s all about Giga Berlin’s final environmental approval. The following were the topics discussed during the press conference, as well as some notable updates and quotes during the press conference (Quotes provided by Google Translate unless otherwise stated).
A press release has been sent out by Brandenburg about Tesla Gigafactory Berlin’s final approval. The following are some of the highlights from the document.
Potsdam/Frankfurt (Oder) – Today, Friday (March 4), the State Office for the Environment (LfU), which is responsible for immission control approval procedures, issued the approval for the Tesla factory in Grünheide (Oder-Spree district) in Brandenburg and handed it over to the project developer.
The approval notice will shortly be published in the official gazette for the state of Brandenburg, in the local daily newspapers and on the internet. The notice of approval is available for two weeks from the date of publication in the municipality of Grünheide (Mark), the town of Erkner, the Spreenhagen office and the seat of the administration of the Oder-Spree district in Beeskow as well as in the State Office for the Environment in Frankfurt (Oder) inspection off. The period of one month during which objections to the approval can be raised begins with the end of the exhibition. At the same time, the approval notice is published on the Internet on the EIA portal of the state of Brandenburg, where it can be viewed until the end of the objection period.
The project, which was approved with the 536-page decision, includes the plan for the production of up to 500,000 vehicles per year, aluminum smelting plants and an aluminum foundry, plants for surface treatment, heat generation, and storage. The facility also includes battery cell production, an operational wastewater treatment plant, a fire brigade equipment house, a high-bay warehouse, as well as laboratories and workshops.
The Tesla approval process is unusual in several ways. In a comparatively short time, the State Office for the Environment inspected and approved not just a factory, but an entire industrial area with several large-scale plants and repeated public participation.
***
06:55 a.m. PST – Grunheide Mayor Arne Christiani highlights that Tesla’s work is a Herculean task. He also points out that Giga Berlin will provide opportunities, particularly jobs, in the area. Commenting on how the electric vehicle facility could benefit the region, the official stated that Tesla bringing Giga Berlin to the area is similar to “winning the lottery.”
06:52 a.m. PST – Jorg Steinbach takes the stage. He speaks about how important Giga Berlin is to the region. Brandenburg, after all, was not that prolific for high-profile investments before. With Tesla’s Gigafactory Berlin, the state is now high on the list of locations that companies are looking at for industrial projects. Tesla’s presence has already signaled the development of an entire integrated supply chain.
06:50 a.m. PST – With the final approval now secured, Tesla now has to secure its operational permit for Giga Berlin’s Model Y production. About 400 conditions and requirements have been defined in the permit, which may seem like a lot, but are really not many, according to Vogel. The permit includes 23,700 pages of applications (HT Alex Voigt).
06:49 a.m. PST – Vogel reiterates that the final permit for Gigafactory Berlin is an “intermediate step.” He also praised those who were responsible for the approval of Giga Berlin, as they did not lose sight despite all the noise surrounding the project. “Those responsible for the approval have not been deterred by the media and political attention to the project. [We] have checked the approval requirements in this process,” Vogel remarked.
06:48 a.m. PST – Alex Vogel takes the stage and discusses the meticulous process involved in the approval of Gigafactory Berlin. “It couldn’t have been done faster, but we have to say that every procedure was carried out within the framework for federal German law approval,” he said.
06:46 a.m. PST – The Minister-President did highlight, however, that while the approval of Tesla Giga Berlin is a good day for the state of Brandenburg, it should not take away from the grave situation in Ukraine, which is currently being attacked by Russia. “I very much hope that this criminal attack by Putin on Ukraine will end as quickly as possible,” Woidke said.
06:45 a.m. PST – Minister-President Woidke highlights that the approval process of Giga Berlin was a challenge for Germany. “You know (this) was also doubted across Germany at the time. Is it even possible in Germany to meet the requirements, is it possible within two years to get the third-largest automobile factory in Germany (approved)? That’s what we’re talking about there, after all, building it up and making it a success…. I learned a lot from this project, yes. I also learned that (while) planning and approval is possible in Germany, I also have to change a lot. That is a discussion that we will continue at the federal level,” the Minister-President said.
06:41 a.m. PST – Almost 3,000 Tesla employees are already working daily in Gigafactory Berlin (credit to Alex Voigt for this translation)
06:40 a.m. PST – Minister-President Woidke notes that the approval of Giga Berlin was a mammoth task for Brandenburg. “I do believe that today, this March 4th, is a big step into the future for Brandenburg… I’m firmly convinced that in 20, 30, 40 years, if you look at the history of Brandenburg, there will be a time before Tesla and a time with Tesla,” Woidke said.
06:35 a.m. PST – Minister-President Woidke confirmed that the final construction permit for Gigafactory Berlin has been issued and given to Tesla.
06:30 a.m. PST – The press conference begins. Introductions are made. Brandenburg Minister-President Dietmar Woidke’s Tesla Team are introduced. Appreciation is extended to every member of “Task Force Tesla,” as each one was pivotal in getting the facility’s approvals passed.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
