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Tesla Gigafactory Shanghai’s lots fills with Model 3 as Q3 production ramp commences

(Credit: Wuwa Vision/YouTube)

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The second phase of Tesla’s Gigafactory Shanghai may have caught most of the EV community’s attention recently due to its rapid completion, but the activities in the Phase 1 facility, which produces the Model 3, are nothing to scoff at, either. As could be seen in a recent flyover of the China-based factory, Tesla appears to be ramping the production of the Model 3 sedan to a significant degree, resulting in large numbers of vehicles being spotted on the site. 

Aerial footage from Tesla enthusiast and drone operator Wuwa Vision suggests that Gigafactory Shanghai is currently ramping its output. A flyover on September 10, for example, showed large numbers of Model 3 filling up the facility’s parking areas. Car carriers in the complex were also abounding, picking up and transporting Model 3 from Giga Shanghai to Tesla’s local delivery centers. 

https://twitter.com/bentv_sh/status/1304099579017658368?s=20

What is rather interesting is that the Model 3 factory in Gigafactory Shanghai does not seem to be fully ramped yet. Tesla’s Q2 2020 Update Letter noted that the China-based plant had a run-rate of 200,000 Model 3 per year, and that was with the facility reportedly operating with only two working shifts. Once the Model 3 factory in Giga Shanghai fully ramps up, the facility output would likely reach even more impressive numbers. 

The following months would likely be pivotal for Tesla’s push into China, especially considering that the electric car maker has all but completed its Model Y factory this quarter. With this milestone achieved, it would not be surprising if the following months would see trial production runs of the all-electric crossover. Giga Shanghai witnessed a similar ramp last year, when images of working production lines for the Model 3 started making their rounds online during the third quarter. 

Despite the Model 3 still competing in China’s premium segment, the all-electric sedan has managed to find a lot of footing in the country’s auto market. The Tesla Model 3 currently stands as one of China’s best-selling all-electric cars, performing very well despite being higher-priced than many of its competitors. Part of this is due to the Model 3’s bang-for-your-buck nature, as exhibited by its tech, features, safety, and performance. 

Gigafactory Shanghai will likely be one of Tesla’s key facilities this year, especially considering the electric car maker’s target of delivering 500,000 vehicles this year. Such a target is incredibly challenging due to the pandemic, which shut down the Fremont Factory for several weeks in the second quarter. But with the Fremont plant undergoing its Model Y ramp this third quarter and Giga Shanghai seemingly increasing its Model 3 output, Tesla may have a pretty good chance of pleasantly surprising the EV community this year. 

Watch a recent drone flyover of Gigafactory Shanghai in the video below. 

https://youtu.be/0OMhQIH7KG0

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 rolls out new Supercharging safety feature in the U.S.

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tesla's nacs charging connector
Credit: Tesla

Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.

It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.

The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.

With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:

“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”

The feature was first spotted by Not a Tesla App.

This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.

For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.

Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.

This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.

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LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

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Credit: Tesla Optimus/X

A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.

Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.

Humanoid robot battery deals

LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.

China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.

LF Energy Solution vs rivals

According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.

LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.

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Tesla receives approval for FSD Supervised tests in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden in a press release.

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Credit: Grok Imagine

Tesla has received regulatory approval to begin tests of its Full Self-Driving Supervised system on public roads in Sweden, a notable step in the company’s efforts to secure FSD approval for the wider European market. 

FSD Supervised testing in Sweden

Tesla confirmed that it has been granted permission to test FSD Supervised vehicles across Sweden following cooperation with national authorities and local municipalities. The approval covers the Swedish Transport Administration’s entire road network, as well as urban and highways in the Municipality of Nacka.

Tesla shared some insights into its recent FSD approvals in a press release. “The approval shows that cooperation between authorities, municipalities and businesses enables technological leaps and Nacka Municipality is the first to become part of the transport system of the future. The fact that the driving of the future is also being tested on Swedish roads is an important step in the development towards autonomy in real everyday traffic,” the company noted. 

With approval secured for FSD tests, Tesla can now evaluate the system’s performance in diverse environments, including dense urban areas and high-speed roadways across Sweden, as noted in a report from Allt Om Elbil. Tesla highlighted that the continued development of advanced driver assistance systems is expected to pave the way for improved traffic safety, increased accessibility, and lower emissions, particularly in populated city centers.

Tesla FSD Supervised Europe rollout

FSD Supervised is already available to drivers in several global markets, including Australia, Canada, China, Mexico, New Zealand, and the United States. The system is capable of handling city and highway driving tasks such as steering, acceleration, braking, and lane changes, though it still requires drivers to supervise the vehicle’s operations.

Tesla has stated that FSD Supervised has accumulated extensive driving data from its existing markets. In Europe, however, deployment remains subject to regulatory approval, with Tesla currently awaiting clearance from relevant authorities.

The company reiterated that it expects to start rolling out FSD Supervised to European customers in early 2026, pending approvals. It would then be unsurprising if the company secures approvals for FSD tests in other European territories in the coming months. 

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