News
Tesla Giga Berlin seems on track to start Model Y production later than Giga Texas
In a recent statement to German media, Brandenburg Economics Minister Jörg Steinbach stated that he expects the final approval for Tesla’s Gigafactory Berlin facility to be released sometime in the fourth quarter of 2021. If this comes to pass, Model Y production in the facility would be starting several months or so later than expected, which may not seem like too much of a delay. It may, however, result in Gigafactory Texas, a facility that started its buildout several months after the Germany-based factory, starting its Model Y production earlier than its Germany-based sibling.
As per a report from Berlin.de, Steinbach stated that the principle of quality over speed applies in the approval process of Gigafactory Berlin. “The principle of quality over speed clearly applies in the approval process. The top priority is that the decision of the State Office for the Environment is ultimately legally secure. And the factory can only be opened once a positive approval decision has been made,” the minister said.
If the State Environment Agency refuses to grant Gigafactory Berlin’s final approval, Tesla would have to dismantle all the structures it has built on the massive Grünheide complex, which includes a plant designed to produce the Tesla Model Y. Tesla would also have to replace the monoculture forest that it cut down in the area. Steinbach, however, noted that he considers a final veto from the Environmental Agency to be practically impossible. “This is not about the approval of a new nuclear power plant,” he said.
Inasmuch as Giga Berlin is supported by the Economics Minister, there is no denying that the project is meeting a substantial amount of pushback from local entities. Legal challenges from the Naturschutzbund (Nabu) and the Green League over Giga Berlin’s latest early approval aside, Tesla is also being investigated by the Brandenburg’s State Environment Agency for allegedly constructing a refrigerant tank (which may still be empty) without permission. The complaints about Giga Berlin’s alleged “illegal” tanks were filed by the two environmental groups, and are cruelty being handled by the Berlin-Brandenburg Higher Administrative Court (OVG).
Similar issues have so far not plagued Gigafactory Texas. Since its announcement on the Q2 2020 earnings call, Giga Texas’ construction has been relatively smooth. It’s been roughly 350 days since the massive Texas-based facility was announced, and so far, trial runs for parts of the plant’s Model Y production line are already underway. Elon Musk even noted on Twitter back in April that limited production of the Model Y would begin in Gigafactory Texas this year, with volume production hitting its pace in 2022.
What is quite interesting is that Gigafactory Texas’s footprint exceeds that of Gigafactory Berlin. Tesla adopted a different pattern for Giga Texas by building large sections of the full factory immediately, and so far, such a strategy seems to be working well. However, what truly differentiates the Texas plant from its Germany-based counterpart is the amount of pushback against the project as a whole. While Giga Berlin could barely move these days without encountering loud complaints and legal actions from the Naturschutzbund (Nabu) and the Green League — or local news agencies for that matter — Giga Texas has so far been met with support.
This is quite an unfortunate situation overall, as Gigafactory Berlin actually started out strong. Following its initial announcement in November 2019, Giga Berlin’s first months showed a lot of progress, so much so that it seemed like the facility may be built faster than Gigafactory Shanghai, whose Model 3 factory was built and launched in less than a year. But just like Giga Texas, Gigafactory Shanghai was also constructed without much drama. Since its groundbreaking in January 2019, Tesla’s China-based facility has grown steadily, and today, it is already poised to export the Made-in-China Model Y to European territories.
Tesla opened orders for the Model Y in Europe recently, and the all-electric crossovers would likely be coming from Giga Shanghai. One could almost assume that Tesla opted for this strategy due to the delays in Giga Berlin. The Grünheide facility, after all, was initially expected to start Model Y production sometime in the latter half of 2021. But if Brandenburg’s Economics Minister optimistically believes that Giga Berlin’s final approval would be granted in the fourth quarter, then having Giga Shanghai’s Made-in-China Model Ys pick up the slack may indeed be a good idea.
Don’t hesitate to contact us with news tips. Just send a message to tips@teslarati.com to give us a heads up.
Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.
Ferrari Luce sold out for 2027 after design controversy
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
