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Tesla’s sole ownership of Giga Shanghai is a silver bullet amid China’s anti-combustion engine initiative

(Credit: Tesla)

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It may seem almost unremarkable today, but the fact that Tesla holds sole ownership of Gigafactory Shanghai is nothing to scoff at. This is especially notable as China implements a strong push against the internal combustion engine, as highlighted by the country’s new rules that make it extremely difficult to establish a factory producing gas-powered cars starting 2021.

In September 2019, a top Chinese industry official announced during an automobile conference that the country was planning on phasing out fossil fuel-powered vehicles. Few details were shared during the time, but recent updates from China show just how serious the initiative would be.

At a press conference on Tuesday, the National Development and Reform Commission, the country’s top economic planner, noted that China will no longer allow new companies that make fossil fuel-powered vehicles to be set up in the country. The new rules, which were published last week, came after the commission announced notable changes to China’s auto industry investment policies earlier this year.

(Credit: Wu Wa/YouTube)

China has taken a very supportive stance for its new energy vehicle segment, which comprises battery-electric, hybrid, and fuel-cell cars. Currently, the country stands as the world’s largest market for electric vehicles, and it has implemented programs that are aimed at discouraging car buyers from purchasing fossil fuel-burning cars. Among these are restrictions for ICE cars in cities to notable subsidies for new energy vehicles.

With China’s updated rules in place, even existing carmakers that have already established a presence in the country will find it difficult to expand their manufacturing operations for gas-powered cars. If an automaker wishes to establish an ICE vehicle factory, the company would have to meet several strict requirements.

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These include proving that their manufacturing efficiencies are higher than the industry average. Companies that produce ICE cars must also make more new energy vehicles than the industry average. Automakers must spend at least 3% of their revenue on NEV research and development as well, among other requirements.

China’s update sets the bar for carmakers so high that only a few companies are expected to meet it, such as Geely and SAIC, an automaker that is state-owned and based in Shanghai. Both companies currently stand among China’s top automakers, as per data from the China Association of Automobile Manufacturers, an organization that is affiliated with the government.

(Credit: Chen Zhengbao/Shine.cn)

Amidst these developments, Tesla’s Gigafactory Shanghai could effectively ramp without being weighed down by restrictions from the Chinese government. Tesla’s sole ownership of the expansive facility also means that the electric car maker will stand to benefit immensely from the facility’s expansion and growth. This could be a massive edge or even a silver bullet of sorts for Tesla next year when the Made-in-China Model Y begins its rollout.

Tesla may only be an emerging carmaker in China today, but the company has received some notable support from the government over the years. Prior to Gigafactory Shanghai’s groundbreaking event, Tesla was able to secure low-interest loans from local banks without any issues. The bidding process for the land where the China-based factory also proved smooth for Tesla, with the electric car maker strangely being the only company that placed a bid for the site.

Open support for Tesla was also shown by high-ranking government officials such as Chinese Premier Li Keqiang, who personally hosted CEO Elon Musk in the Tower of Violet Light, a site usually reserved for foreign dignitaries, following Gigafactory Shanghai’s groundbreaking ceremony. During their meeting, Li proved optimistic about Tesla’s future in China, at one point even offering Musk a “Chinese Green Card” so that he could pursue his projects in the country.

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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 makes major rebound in European market with 4x in registrations

Tesla delivered a striking performance in Germany’s automotive market in March 2026, with new vehicle registrations more than quadrupling year-over-year, according to official data from the German Federal Motor Transport Authority (KBA).

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Credit: Raffael/Twitter

Tesla headlines will have you believe the company is dead to rights in Germany, selling nearly no cars, and stating consumers are more interested in other brands not run by CEO Elon Musk.

However, the latest data from Germany proves this might be a dying narrative.

Tesla delivered a striking performance in Germany’s automotive market in March 2026, with new vehicle registrations more than quadrupling year-over-year, according to official data from the German Federal Motor Transport Authority (KBA).

Newly registered Tesla vehicles jumped 315.1 percent to 9,252 units, marking the company’s strongest March on record in the country and signaling a sharp rebound after earlier challenges in the European market.

The March surge accounted for roughly 72 percent of Tesla’s first-quarter total in Germany. Q1 registrations reached 12,829 vehicles, a 160 percent increase from the same period a year earlier. For context, the implied March 2025 figure was approximately 2,229 units—one of the brand’s weaker months in recent years.

These numbers underscore Tesla’s ability to capitalize on renewed demand in Europe’s largest car market, where the company had faced softening sales throughout much of 2025 amid heightened competition and broader economic pressures.

Germany’s overall new passenger car market also expanded in March, with 294,161 registrations—a 16 percent rise from the prior year. Battery-electric vehicles (BEVs) performed even more robustly, climbing 66.2 percent to 70,663 units and representing about 24 percent of all new car registrations.

Tesla FSD (Supervised) stuns Germany’s biggest car magazine

Tesla’s 9,252 deliveries captured approximately 13.1 percent of the BEV segment for the month and roughly 3.1 percent of the total new car market, highlighting its continued leadership among pure-play electric brands despite growing competition from both domestic German manufacturers and Chinese entrants like BYD, which saw its own registrations surge 327.1 percent to 3,438 units.

The strong showing comes as Germany’s EV incentives and infrastructure investments continue to support adoption. Tesla’s lineup, anchored by the Model Y and Model 3, appears to have resonated with buyers seeking premium electric options.

Industry observers note that the concentrated March registrations, accounting for the bulk of the quarter, may reflect strategic inventory management, competitive pricing adjustments, or pent-up demand following a slower start to 2026.

This performance provides a much-needed bright spot for Tesla in Europe, where the brand had seen market share erosion in prior periods.

Tesla Model Y outsells all EV rivals in Europe in 2025 despite headwinds

With Q1 2026 registrations up significantly, Tesla has demonstrated resilience in a market that registered 699,404 new passenger cars for the quarter, up 5.2 percent overall. As the year progresses, sustained momentum in Germany could bolster Tesla’s European outlook, particularly if broader BEV growth persists amid evolving policy support and technological advancements.

The March 2026 data from the KBA paints a picture of Tesla’s renewed strength in Germany: a fourfold monthly leap, record quarterly gains, and a solid foothold in an expanding EV segment.

Whether this marks the beginning of a sustained recovery or a seasonal peak remains to be seen, but the numbers affirm Tesla’s enduring appeal in one of the world’s most competitive automotive landscapes.

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Elon Musk reveals unfortunate truth of Tesla Full Self-Driving development

In a candid reply to a dramatic video of Tesla’s Full Self-Driving (FSD) system averting disaster, Elon Musk laid bare a harsh reality facing autonomous vehicle technology.

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Tesla’s Full Self-Driving suite is one of the most significant technological developments in terms of passenger travel in decades, but it is not all sunshine and rainbows, even with major strides in safety, CEO Elon Musk revealed.

In a candid reply to a dramatic video of Tesla’s Full Self-Driving (FSD) system averting disaster, Elon Musk laid bare a harsh reality facing autonomous vehicle technology.

The clip shows a Model 3 traveling at over 65 mph on a foggy, rain-soaked highway when a pedestrian suddenly steps into traffic.

Full Self-Driving instantly detects the threat and swerves safely, preventing what could have been a fatal collision for both the pedestrian and the driver’s cousin.

Musk’s response was unequivocal:

“Tesla self-driving saves a lot of lives – the statistics are unequivocal. That doesn’t mean it’s perfect, of course.” Even with a projected 10x safety improvement over human drivers, FSD would still prevent roughly 90% of the world’s approximately one million annual auto fatalities. The remaining 10%—roughly 100,000 deaths—would expose Tesla to relentless lawsuits. Meanwhile, the vast majority of lives saved would go unnoticed. “The 90% who are still alive mostly won’t even know that Tesla saved them. Nonetheless, it is the right thing to do.”

This “unfortunate truth,” as Musk implicitly framed it, highlights a fundamental asymmetry in how society perceives safety technology. Human drivers cause the overwhelming majority of crashes through distraction, fatigue, or error.

Yet when FSD errs, the incident becomes headline news and a courtroom target. Prevented tragedies, by contrast, leave no trace.

Survivors simply continue their journeys, unaware of the split-second intervention that kept them alive. The result is a distorted public narrative that amplifies failures while rendering successes invisible.

We have seen this through various headlines throughout the years, including the mainstream media’s obsession with only mentioning the manufacturer’s name in the instance of an accident when it is “Tesla.”

Opinion: Tesla Autopilot NHTSA investigation headlines are out of control

The video’s real-world example underscores FSD’s current capabilities. In near-zero visibility, the system’s cameras and neural network reacted faster than any human could, demonstrating the life-saving potential Musk cites.

Tesla’s latest safety data already shows FSD (Supervised) performing significantly better than the U.S. average, with crashes occurring far less frequently per mile driven.

Still, regulatory scrutiny, liability concerns, and media focus on edge-case failures continue to slow widespread adoption. Musk’s frank admission suggests Tesla is prepared to push forward despite the legal and perceptual headwinds.

As FSD edges closer to unsupervised autonomy, Musk’s post serves as both a progress report and a reality check. The technology is already saving lives today.

The unfortunate truth is that proving it and scaling it responsibly will require society to value statistical lives saved as much as dramatic stories of those lost. In the race toward safer roads, perception may prove as formidable an obstacle as the fog and rain in that viral video.

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Tesla Full Self-Driving v14.3: First Impressions

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Tesla started rolling out Full Self-Driving v14.3 to Early Access Program (EAP) members earlier today, and I had the opportunity to see some of the improvements that were made from v14.2.2.5.

While a lot of things got better, and I truly enjoyed using Full Self-Driving again after being stuck with the widely confusing and frustrating v14.2.2.5, Tesla still has one major problem on its hands, and it has to do with Navigation and Routing. I truly believe those issues will be the biggest challenges Tesla will face with autonomy: the car simply going the correct way, not conflicting with what the navigation says, and taking the simplest and most ideal route to a destination.

Here’s what I noticed as an improvement with my first hour with v14.3. This is not a full review, nor is it reflective of everything I will likely experience with this new version. This is simply what I saw as a noticeable improvement from the past version, v14.2.2.5.

There is also a more streamlined version on X, available at the thread below:

Yellow Light Behavior is Significantly Better

On v14.2.2.5, I had so many instances of the car slamming the brakes on to stop at a yellow light when it was clearly the safer option to proceed through. There were several times when the car would be about 20 feet from the line, traveling at 15-20 MPH, the light would turn yellow, and it would slam the brakes to stop. I would nudge it through yellow lights constantly because of this by putting my foot on the accelerator.

The instances I’m talking about here would not have been close calls — the car would have likely moved through the intersection completely before the light would turn red.

On multiple occasions this evening, FSD proceeded through yellow lights safely, without hesitation or any brake stabbing. It was refreshing:

This was a huge complaint with v14.2.2.5. Sometimes, it’s a safer option to go through a yellow light, especially when you have traffic behind you. It’s a great way to get rear-ended.

Parking Performance

I had four instances of parking, and FSD v14.3 really did a flawless job. I was very impressed with how solid it was, but also with how efficiently it moved into the spot. When there was traffic around with past versions, I usually chose to park manually just because FSD took its time getting into a spot. I don’t see that being an issue anymore.

I complained about parking a lot and shared several images on X and Facebook of those examples:

No issues with it this evening. 4/4. Here are two looks:

Highway Performance

FSD v14.3 passed the five cars shown in this image:

The sixth was 200-300 yards ahead of the fifth. In v14.2.2.5, FSD would usually stay in the left lane, especially on Hurry and Mad Max. It did not do that, as it instead chose to get back over in the right lane after passing the final car.

Speed was not much of a concern here, even though it was going 21 MPH over. Although it was fast, I did have a line of cars behind me traveling at the same speed, and FSD had just merged about a half mile prior, so I chose to let it continue.

There were no instances of camping in the left lane for extended periods of time. I do want to do more testing with the Speed Profiles because they were in need of some work with the previous version. I am starting to side with those who want a Max Speed setting, which was removed last year.

Navigation and Routing Still Need Work

I was heading back toward where I came from, so I turned “Avoid Highways” on to take a different way. This confused the Routing system, and instead of turning left, then right, as the Routing said, the car turned right, then indicated for another right, basically going in a big rectangle. The car ignored the second right-hand turn and continued straight. I ended up turning “Avoid Highways” off and letting the car pick the same routing option as what took me here.

I have truly complained so much about Navigation and Routing that I’m starting to feel sort of bad. It is obviously such a massive challenge for some reason, but I am confident it will improve. I recall seeing Tesla hiring someone for this role a few months back, so perhaps there is hope for it to get better.

Smarter Behavior When Approaching Exits/Routing

This probably should be grouped in with Highway Behavior, but I wanted to highlight it on its own.

The highway exit pictured was always frustrating for v14.2.2.5. In the Hurry speed profile, I have seen it try to execute passes on multiple cars with as little as 0.6 miles to spare before taking the exit.

With three cars ahead of it, it chose to reduce speed and just wait until the exit. It was refreshing to see an improvement here, so I hope this behavior persists. Sometimes there’s just no reason to pass when you’re less than a mile from getting off the highway anyway.

Larger Visibility Warnings

Tesla seems to have increased the size of these “Camera Visibility Limited” warnings. Previously, they were just small thumbnails:

Stop Sign Behavior

This is probably the biggest improvement of all, because how it behaved at Stop Signs in v14.2.2.5 was so incredibly terrible and disruptive to the flow of a busy intersection.

There are several four-way, all-stop intersections near me. In the past, FSD would stop well behind the Stop Sign or the white-painted line on the road. It would then inch forward, stopping again at this line, essentially making two stops at a single intersection.

If there is visibility, I don’t truly care where FSD stops, as long as it stops once. Stopping twice just isn’t ideal or logical. I can’t imagine many humans would do it, I know I wouldn’t.

I didn’t have that issue this evening:

This was pretty tight, too, in the sense that both my car and the other one got to the intersection at the same time. FSD may have stopped first, but the other vehicle was probably around the same point that I was when FSD decided to stop. I was happy to see the assertiveness to proceed; it felt like it was ideal to just go through. I was happy it didn’t stop a second time up at the line. I’d be fine if it stopped at the line, as long as that was the only stop it made.

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