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Tesla Gigafactory Shanghai to resume production on Monday, April 18: report

(Credit: Tesla Greater China)

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It appears that the wait for Gigafactory Shanghai’s return to production is almost over. If recent reports prove accurate, Tesla’s massive Model 3 and Model Y plant in Shanghai may restart its operations on Monday, April 18, 2022. 

Gigafactory Shanghai has been shut down since March 28, following the city’s implementation of its stringent anti-Covid measures. China is currently battling a Covid outbreak widely considered the worst that the country has faced since the pandemic began two years ago. Areas of Shanghai were locked down, which happened to include the location where Tesla’s EV production facility was situated. 

Individuals familiar with the matter reportedly informed Reuters that Tesla China had received the go-signal to resume Giga Shanghai’s operations from local authorities. However, the individuals, who opted to remain anonymous since the company’s plans are private, also stated that the plans for resuming Giga Shanghai’s vehicle production might still change depending on how the Covid surge develops in the city. 

Tesla is reportedly planning on restarting Gigafactory Shanghai’s operations with a single shift this coming Monday, with the company gradually ramping up its operations after. Tesla and the Shanghai government have not issued a comment about the recent updates as of writing. 

Gigafactory Shanghai serves as Tesla’s primary vehicle export hub, and last year, the facility was responsible for delivering about half of the company’s total vehicle deliveries. With this in mind, and according to calculations based on Giga Shanghai’s internal output plans that were reportedly viewed by Reuters, the facility’s three-week pause in vehicle production has cost the company over 50,000 units. 

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The estimated output loss of Gigafactory Shanghai would adversely affect the company’s Q2 vehicle production and delivery results. Tesla, however, may be able to temper the effects of Giga Shanghai’s three-week shutdown — at least to a small degree — by ramping the production of the Model Y in Gigafactory Berlin and Gigafactory Texas. Granted, both facilities are only starting their vehicle production for now, but even a conservative number of electric cars from Berlin and Texas could go a long way in helping Tesla achieve some decent numbers for the second quarter. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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 Sweden finally makes IF Metall union give up 600-day strike

Tesla and the union have opened the door to resolutions that do not involve a collective agreement.

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(Credit: NicklasNilsso14)

After nearly two years of industrial action and sympathy strikes, Swedish labor union IF Metall has stated that it is softening its stance in its dispute with Tesla. With this, Tesla and the union have opened the door to resolutions that do not involve a collective agreement. 

Union chair Marie Nilsson told Sveriges Radio’s Ekot that while the preferred outcome remains a signed agreement, “other alternative solutions” are now on the table.

Union reconsiders rigid demands

The strike, which began over 600 days ago, has been marked by a series of strategic moves from both sides. IF Metall blocked Tesla’s access to license plates by targeting mail delivery, while Tesla bypassed the restrictions by importing vehicles in bulk through German ferries to Trelleborg, among other strategies. 

Despite the high-profile tactics, the number of active strikers has been relatively small, just about 60 in total, as noted in a CarUp report. Tesla Sweden has also maintained that it does not intend to bow down to the union’s demands. Over the 600-day strike, Tesla Sweden has adapted its operations to get around the union and its allies’ strikes.

Possible paths to ultimate resolution

Nilsson, for her part, noted that IF Metall is now willing to explore alternatives, such as embedding industry-standard terms directly into Tesla’s employment contracts or shifting Tesla’s Swedish operations to a company that already has a collective agreement.

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“You can do it in different ways. The easiest thing would be to sign a collective agreement. But when that is not possible, we have to find other alternative solutions as well, so we are open to discussion,” Nilsson stated.

IF Metall, if any, has acknowledged that Tesla has already improved working conditions in Sweden since the dispute began. Tesla Sweden has argued that its working conditions are already better than union standards, which is reportedly one of the reasons why very few company employees actually participated in IF Metall’s strike.

“There have been conversations throughout the journey where we compared our conditions. Tesla has adjusted details without going into details, they want to be a good employer, it’s about wages and conditions,” Nilsson stated.

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Cybertruck

Tesla Cybertruck is getting a big security upgrade

“Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

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Credit: Tesla

Tesla confirmed today that a massive Cybertruck security feature is on the way soon, and it is one that owners have been asking about for a long time.

Like all Teslas, Cybertruck has the excellent security feature known as “Sentry Mode.” The feature essentially turns your Tesla into a moving security camera, recording any event that happens nearby.

It has been used to solve crimes such as vandalism and burglary, and even used by police departments to solve other, high-profile crimes.

Tesla quietly added this extra Sentry Mode feature to deter vandals

However, Cybertruck has been missing one key feature of Sentry Mode: the use of the B-Pillar camera has not been enabled, leaving one of the most vandalized and targeted vehicles in the United States with a weakness.

One person who has been vocal about it is Tesla Cybertruck enthusiast Greggertruck, who has been pushing for answers for months. He finally got his answer from Cybertruck Vehicle Program Manager Siddhant Awasthi:

“It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature).”

It sounds as if Tesla’s issue was something they similarly experienced when deploying Full Self-Driving to Cybertruck. The other four Tesla vehicles were able to use FSD because they’re all relatively similar in ride height and overall functionality. They share tons of similarities.

Cybertruck did not get FSD right away because Tesla still had to work on the differences between it and the other cars in the lineup. As Awasthi said, “Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

Tesla Cybertruck FSD release expected for Sept, Park Assist to come first

It sounds as if Tesla is close to resolving some of the more intricate details of adding the functionality, and it was just a matter of time before it figured out the issue.

The release of the B-Pillar camera being active during Sentry Mode events on Cybertruck will likely come in a software update in the coming weeks.

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Investor's Corner

Tesla investors may be in for a big surprise

All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

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(Credit: Tesla)

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.

This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.

Tesla warns consumers of huge, time-sensitive change coming soon

The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.

The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.

It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.

Delivery Wait Time Increases

Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.

This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.

Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.

More People are Ordering

A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:

It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.

Why Investors Could Be Surprised

Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.

We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.

Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.

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