News
Tesla has joined the Australian Energy Council
Tesla Energy will join a top energy council in Australia, as it continues to deploy a wide range of battery projects in the country.
Tesla has been announced as the most recent member to join an industry group of electricity and energy businesses in Australia, coming amidst a wave of grid- and home-scale battery deployments in the country from the U.S. manufacturer.
Last week, Tesla Australia officially joined the Australian Energy Council (AEC) as the group’s newest member, contributing to a group of companies that administers gas and electricity to over 10 million homes. The news, announced in a post on LinkedIn, comes as Tesla continues to expand the presence of its grid-scale Megapacks and home-scale Powerwalls in Australia and elsewhere.
The council wrote the following announcement message in the post:
AEC membership provides an opportunity to collaborate to develop the solutions necessary to drive Australia’s energy transition. Together, we aim to create positive outcomes for consumers across the nation as the energy system decarbonises.
We look forward to working closely with Tesla Australia to help shape the future of Australia’s energy landscape.
The announcement also garnered a response from Tesla Energy’s Regional Director for the Asia-Pacific region Josef Tadich, who shared a few words about the news in another post:
A big thank you to Louisa Kinnear and the Australian Energy Council, Tesla are very much looking forward to working together in this space, in what is turning out to be an exciting 2025.
Wholesale and retail electricity markets are rapidly adapting and changing to new technologies, with more renewables and storage on the supply side, and more generation and flexible loads on the Customer demand side with VPPs, and controllable EV charging loads to name a few. Great time to be in this dynamic space!
READ MORE ON TESLA ENERGY IN AUSTRALIA: Tesla building battery repair facility near Collie Megapack project
The announcement comes as Tesla has shipped Megapacks to a handful of energy storage sites in Australia, including a 1,600MWh Tesla Megapack facility in Plumpton, Victoria that’s expected to turn on sometime this year. Tesla is also working on expanding the Western Australia “Collie” battery, which will feature 2,240 MWh of Megapack storage upon completion of phase two.
While the U.S. company currently builds its Megapacks at a so-called “Megafactory” in Lathrop, California, the company began production last month at a second Megafactory in Shanghai, China that’s expected to supply future energy projects in Australia. The company has also teased plans for a third Megafactory, though it isn’t yet clear where that could be built.
In addition to Tesla’s grid-scale Megapack batteries, the company also builds the Powerwall home-scale battery, which can be used for households or commercial buildings to store energy, along with being able to deploy energy back to the grid. Tesla also launched its next-generation Powerwall 3 in the Australian market last year.
The company utilizes its network of Powerwall owners to create giant, distributed batteries, called Virtual Power Plants (VPPs), effectively letting owners sell electricity back to the electrical grid during periods of peak demand. These programs are being utilized across much of Australia and several other markets throughout the world, and Tesla said in October that it had reached over 100,000 Powerwalls participating in VPPs worldwide.
News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
