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A Tesla Gigafactory in India for solar and battery storage can make a killing

(Credit: Tesla)

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It is not rare to see Tesla enthusiasts from India asking CEO Elon Musk about updates on the electric car maker’s entry into the country. This is especially notable considering that some India-based EV enthusiasts have been holding on to their Model 3 deposits for several years now. Musk, for his part, has remarked that it is quite difficult to enter India as an electric car company due to local protectionist policies. But perhaps Tesla’s entry into India does not necessarily have to be driven by its electric cars. Perhaps a more viable strategy is to enter India through Tesla Energy. 

Tesla’s entry in India has pretty much been in the air for years. Back in June 2017, Elon Musk noted that Tesla was “In discussions with the government of India requesting temporary relief on import penalties/restrictions until a local factory is built.” Almost a year later, Musk posted an update on Tesla’s impending India push on Twitter, stating that while the company would love to enter the country, there are some “challenging government regulations” that need to be addressed first. The CEO then stated that Tesla will be in India as soon as then CFO Deepak Ahuja, who hails from the country, believes it’s the right time. 

References to India’s challenging regulations were echoed by Musk a year later, following the 2019 SpaceX Hyperloop Pod Competition. After the competition, the Avishkar Hyperloop team from IIT Madras asked Musk when Tesla will be in India. Musk reportedly responded that the company may enter the country in about a year’s time. Since then, Musk has been quite silent about Tesla’s India push, until recently, when he apologized to an EV enthusiast from the country who has held a Model 3 reservation for four years now. 

Challenging regulations aside, the idea of Tesla establishing a dedicated electric vehicle factory in India may not be the optimal idea for now. As noted by Galileo Russell in a recent livestream on his Hyperchange YouTube channel, vehicle sales in India are dominated largely by two-wheeled or three-wheeled vehicles, thanks in part to the population density of the region. There is an emerging electric vehicle market in the country, but it will likely take years before it matures enough to develop a considerable electric passenger vehicle segment. 

Best-selling passenger cars in India tend to be lower-priced and smaller as well, making the market very competitive. This means that Tesla, whose smallest vehicle is a premium midsize sedan in the form of the Model 3, would likely have challenges attracting the conventional Indian car buyer. The story completely changes if Tesla has a smaller, more affordable vehicle in its lineup, of course, but the release of such a car could still be a few years out. 

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With this in mind, does it mean that it won’t be worth it for Tesla to enter the Indian market? Absolutely not. While India may not be a very attractive market for large premium vehicles, the country is the perfect place to ramp an energy business that’s focused on solar panels and battery storage. Fortunately, Tesla actually has an Energy department that fits this bill, and the company is hard at work in ramping it up. Tesla Energy could then be the perfect entry point in India, on account of the country’s push towards sustainability. India’s power grid is known for its areas of improvement as well, making it a good fit for Tesla’s battery storage solutions.

Provided that Tesla Energy could price its solar panels and battery storage devices competitively, the company could have a good shot at making an impact in the Indian market. Tesla already prices its solar solutions in the United States very aggressively, and with a dedicated facility in India (perhaps a Gigafactory India is in order?), the company could take over a good portion of the country’s residential and commercial market. Such would go hand in hand with Tesla’s next-generation batteries as well, which are expected to be cheaper to produce and far more durable and high powered compared to their predecessors. 

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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Tesla Cybercab tests are going on overdrive with production-ready units

Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the vehicle being reported across social media this week.

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Credit: @JT59052914/X

Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the autonomous two-seater being reported across social media this week. Based on videos of the vehicle that have been shared online, it appears that Cybercab tests are underway across multiple states.

Recent Cybercab sightings

Reports of Cybercab tests have ramped this week, with a vehicle that looked like a production-ready prototype being spotted at Apple’s Visitor Center in California. The vehicle in this sighting was interesting as it was equipped with a steering wheel. The vehicle also featured some changes to the design of its brake lights.

The Cybercab was also filmed testing at the Fremont factory’s test track, which also seemed to involve a vehicle that looked production-ready. This also seemed to be the case for a Cybercab that was spotted in Austin, Texas, which happened to be undergoing real-world tests. Overall, these sightings suggest that Cybercab testing is fully underway, and the vehicle is really moving towards production.

Production design all but finalized?

Recently, a near-production-ready Cybercab was showcased at Tesla’s Santana Row showroom in San Jose. The vehicle was equipped with frameless windows, dual windshield wipers, powered butterfly door struts, an extended front splitter, an updated lightbar, new wheel covers, and a license plate bracket. Interior updates include redesigned dash/door panels, refined seats with center cupholders, updated carpet, and what appeared to be improved legroom.

There seems to be a pretty good chance that the Cybercab’s design has been all but finalized, at least considering Elon Musk’s comments at the 2025 Annual Shareholder Meeting. During the event, Musk confirmed that the vehicle will enter production around April 2026, and its production targets will be quite ambitious. 

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Tesla gets a win in Sweden as union withdraws potentially “illegal” blockade

As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal. 

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Andrzej Otrębski, CC BY-SA 4.0 , via Wikimedia Commons

Swedish union Vision has withdrawn its sympathy blockade against Tesla’s planned service center and showroom in Kalmar. As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal. 

Vision’s decision to pull the blockade

Vision announced the blockade in early December, stating that it was targeting the administrative handling of Tesla’s facility permits in Kalmar municipality. The sympathy measure was expected to start Monday, but was formally withdrawn via documents sent to the Mediation Institute and Kalmar Municipality last week. 

As noted in a Daggers Arbete report, plans for the strike were ultimately pulled after employer group SKR highlighted potential illegality under the Public Employment Act. Vision stressed its continued backing for the Swedish labor model, though Deputy negotiation manager Oskar Pettersson explained that the Vision union and IF Metall made the decision to cancel the planned strike together.

“We will not continue to challenge the regulations,” Petterson said. “The objection was of a technical nature. We made the assessment together with IF Metall that we were not in a position to challenge the legal assessment of whether we could take this particular action against Tesla. Therefore, we chose to revoke the notice itself.”

The SKR’s warning

Petterson also stated that SKR’s technical objection to the Vision union’s planned anti-Tesla strike framed the protest as an unauthorized act. “It was a legal assessment of the situation. Both for us and for IF Metall, it is important to be clear that we stand for the Swedish model. But we should not continue to challenge the regulations and risk getting judgments that lead nowhere in the application of the regulations,” he said. 

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Vision ultimately canceled its planned blockade against Tesla on December 9. With Vision’s withdrawal, few obstacles remain for Tesla’s long-planned Kalmar site. A foreign electrical firm completed work this fall, and Tesla’s Careers page currently lists a full-time service manager position based there, signaling an imminent opening.

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Tesla Semi program Director teases major improvements

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Credit: Tesla

Tesla Semi Program Director Dan Priestly teased the major improvements to the all-electric Class 8 truck on Thursday night, following the company’s decision to overhaul the design earlier this year.

Priestley said he drove the Semi on Thursday, and the improvements appear to be welcomed by one of the minds behind the project. “Our customers are going to love it,” he concluded.

The small detail does not seem like much, but it is coming from someone who has been involved in the development of the truck from A to Z. Priestley has been involved in the Semi program since November 2015 and has slowly worked his way through the ranks, and currently stands as the Director of the program.

Tesla Semi undergoes major redesign as dedicated factory preps for deliveries

Tesla made some major changes to the Semi design as it announced at the 2025 Annual Shareholder Meeting that it changed the look and design to welcome improvements in efficiency.

Initially, Tesla adopted the blade-like light bar for the Semi, similar to the one that is present on the Model Y Premium and the Cybertruck.

Additionally, there are some slight aesthetic changes to help with efficiency, including a redesigned bumper with improved aero channels, a smaller wraparound windshield, and a smoother roofline for better aero performance.

All of these changes came as the company’s Semi Factory, which is located on Gigafactory Nevada’s property, was finishing up construction in preparation for initial production phases, as Tesla is planning to ramp up manufacturing next year. CEO Elon Musk has said the Semi has attracted “ridiculous demand.”

The Semi has already gathered many large companies that have signed up to buy units, including Frito-Lay and PepsiCo., which have been helping Tesla test the vehicle in a pilot program to test range, efficiency, and other important metrics that will be a major selling point.

Tesla will be the Semi’s first user, though, and the truck will help solve some of the company’s logistics needs in the coming years.

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