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Tesla gets courted by Brazil to establish a Gigafactory in the country
Brazil’s Minister of Science, Technology, Innovations and Communications Marcos Pontes and Congressman Daniel Freitas are reportedly in early talks about the potential for a Tesla Gigafactory in Brazil.
Both Pontes and Freitas did not disclose what company they’re negotiating with, only they hinted that it is one of the most valuable automakers in the world today. The officials also noted that they are hoping the talks will eventually result in the company opening one of its facilities in the country by 2023, the Brazilian publication NSC Total first reported.
However, a Tweet posted on Thursday by Eduardo Bolsonaro, son to Brazil’s President and a lawmaker in the country, would later confirm that talks have taken place between Brazilian authorities and William Popp, charge d’affaires at the U.S. embassy in Brasilia, on the prospect of Tesla opening up a factory in South America’s largest country.
Min. @Astro_Pontes operou ouvido ontem e hoje estava em videoconferência conosco e Sr. Popp da @EmbaixadaEUA no @mctic tratando de atrair para o Brasil fábrica da americana @Tesla ,empresa de tecnologia renovável que produz baterias e carros elétricos@DFDanielFreitas@elonmusk pic.twitter.com/S54jnjN7qs
— Eduardo Bolsonaro🇧🇷 (@BolsonaroSP) February 20, 2020
Bolsonaro’s tweet follows earlier reports that officials met on Feb. 12 to discuss the initial plans to help the federal government convince Tesla of the benefits of setting up shop in the country. The plan is to form a delegation that may include President Jair Bolsonaro to visit the Tesla headquarters in the United States.
The official entry plotted on the schedule of Minister of Science, Technology, Innovations and Communications reveals that Tesla’s Senior Staff Manufacturing Engineer Anderson Pacheco was present via video conference in the office of Pontes. Pachecho graduated with a Master of Science in Production Engineering from Brazil’s Universidade Federal de Santa Catarina. He has been with Tesla for over 4 years now and works both at the Fremont facility and Gigafactory 1 in Sparks, NV.
Details are limited as of reporting but the proponents may encourage Tesla to put its first Gigafactory in South America at Santa Catarina, a state in Southern Brazil and roughly 1.5 hours by plane from Rio De Janeiro.
Meanwhile, Freitas is the author of a bill that pushes for the exemption of electric vehicles from import tax. The said bill also proposes tax incentives for EVs or hybrid vehicles produced in Brazil.
If the talks of the Brazilian government and Tesla prospers and results in the building of Giga Brazil, it would be another step towards Tesla CEO Elon Musk’s goal of having Gigafactories in every continent.
Can’t wait to bring Tesla to Brazil. One of my favorite countries!
— Elon Musk (@elonmusk) July 31, 2018
Elon Musk also recently hinted that Tesla is considering a Giga Texas, which could be a perfect solution to ramp battery production or may even be the facility to help produce its upcoming all-electric Cybertruck.
Gigafactory Brazil also makes perfect sense as the country is considered a sleeping tech giant and is one of the countries of the future. With a Tesla strong foothold in Brazil, the distribution of Tesla vehicles in South America will be easier just like how the carmaker plans to do it in Asia with Giga Shanghai and in Europe with Giga Berlin.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
