News
Tesla signs one-year, $422M contract with Hyundai Glovis to ship Giga Shanghai exports
Tesla has signed a one-year, $422 million contract with South Korean logistics company Hyundai Glovis to transport vehicles from the automaker’s Gigafactory in China to other regions.
Tesla has been using Gigafactory Shanghai, located on the southern shores of the Shanghai coast, as an export hub for its vehicles for the majority of 2021. Prior to this year, Tesla maintained that it would not use Shanghai-produced vehicles as supplementary inventory for other markets. However, the company reversed its stance on the idea at the beginning of the new year, beginning its export program by shipping 7,000 Model 3s to Europe straight from Shanghai. It would be the first of many shipments from China to other markets.
“Giga Shanghai makes cars for export in first half of quarter, then cars for far away parts of China, then cars for nearby parts of China,” Elon Musk, Tesla CEO, said in September, detailing the strategy the automaker uses for its Shanghai export operation. “Net result is a crazy wave of deliveries end of quarter. It is tough on our team, so we’re hoping to reduce the wave in Q4 & Q1.”
TradeWinds, a site that tracks global shipping, initially reported the partnership. The site said that it is the largest contract Hyundai Glovis has signed with a single carmaker in its thirteen-year history in the sector.
Hyundai Glovis has three shipping processes, including: Overseas Shipment for Finished Vehicle/Breakbulk, Bulk Export and Import, and RO-RO Terminal Operation:
“Using PCTC (pure car and truck carrier: carriers for complete vehicles), we are transporting heavy machines for construction, buses and electric locomotives to expand the importance of 3PL (third-party logistics) based on efficient cooperation between headquarters and overseas branches. We are developing many new courses and expanding existing ones to cover the entire world for maximizing customer satisfaction.”
It is unknown where the vehicles will be shipped to from Shanghai, and whether or not the export deal will include some China-built vehicles to be shipped to the United States. Of course, Hyundai Glovis will likely ship Model 3 units from Shanghai to Europe as Gigafactory Berlin, which could still begin production before the end of the year, will build the Model Y during the initial production phases at the factory. However, some Model 3 units could possibly make their way to the United States, as a Shanghai-built all-electric sedan was spotted in Northern California recently. However, due to the production of the Model 3 at the Fremont Factory in Northern California, it is safe to assume most of Hyundai Glovis’s shipments will make their way to Europe from China.
Some analysts are not keen on Tesla’s export strategy. Tesla bull and longtime analyst Dan Ives once called the Giga Shanghai export operation “a logistical nightmare,” adding that the non-sustainable plan is “pushing back delivery times for customers throughout the region.”
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News
Tesla China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Tesla posted 625,698 retail vehicle sales in China in 2025, marking a 4.8% year-on-year decline as the EV maker navigated an increasingly competitive EV market and a major production transition for its best-selling vehicle.
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Retail sales slip amid Model Y transition
Tesla’s 2025 retail sales in China were down from 657,102 units in 2024, when the company ranked third in the country’s new energy vehicle (NEV) market with a 6.0% share. In 2025, Tesla’s share slipped to 4.9%, placing it fifth overall, as noted in a CNEV Post report.
Part of the decline seemed tied to operational disruptions early in the year. Tesla implemented a changeover to the new Tesla Model Y in the first quarter of 2025, which required temporary production pauses at Giga Shanghai. That downtime reduced vehicle availability early during the year, weighing on the company’s retail volumes in China and in areas supplied by Giga Shanghai’s exports.
China remained one of Tesla’s largest markets, accounting for 38.24% of its global deliveries of 1.64 million vehicles in 2025. However, the company also saw exports from Giga Shanghai fall to 226,034 units, down nearly 13% year-on-year. It remains to be seen how much of this could be attributed to the Model Y changeover and how much could be attributed to other factors.
Strong December 2025 finish
While the full-year picture showed some contraction, Tesla closed 2025 on a high note. According to data from the China Passenger Car Association (CPCA), Tesla China delivered a record 93,843 vehicles domestically in China in December, its highest monthly total ever. That figure was up 13.2% from a year earlier and 28.3% higher than November.
The surge was driven in part by Tesla prioritizing domestic deliveries late in the year, allowing buyers to lock in favorable purchase tax policies. In December alone, Tesla captured 7.0% of China’s NEV market and a notable 12.0% share of the country’s battery-electric segment.
On a wholesale basis, Tesla China sold 851,732 vehicles in 2025, down 7.1% year-on-year. From this number, 97,171 were from December 2025 alone. Tesla Model 3 wholesale figures reached 312,738 units, a year-over-year decrease of 13.12%. The Tesla Model Y’s wholesale figures for 2025 were 538,994 units, down 3.18% year-over-year.
News
Tesla Robovan’s likely first real-world use teased by Boring Company President
As per the executive, the vehicle will be used to move large crowds through Las Vegas during major events.
The Boring Company President Steve Davis has shared the most likely first real-world use for Tesla’s Robovan.
As per the executive, the vehicle will be used to move large crowds through Las Vegas during major events.
Tesla Robovan for high-demand events
During a feature with the Las Vegas Review-Journal, Boring Company President Steve Davis stated that the Tesla Robovan will be used in Sin City once the Vegas Loop expands across the Strip and downtown and the fleet grows to about 1,200 Teslas.
At that scale, Robovans would primarily be deployed during predictable surges, such as game days and large shows, when many riders are traveling to the same destination at the same time.
“The second you have four (passengers) and you have to start stopping, the best thing you can do is put your smallest vehicle in, which is a car. But if you know people are going to the stadium because of a game, you’ll know an hour before, two hours before, that a lot of people are going to a game or a Sphere show, if you are smart about it, that’s when you put a high occupancy vehicle in, that’s when you put the Robovan in,” Davis said.
Vegas Loop expansion
Steve Davis’s Robovan comment comes amid The Boring Company’s efforts to expand the Vegas Loop’s airport service. Phase 1 of rides to Harry Reid International Airport began last month, allowing passengers to travel from existing Loop stations such as Resorts World, Encore, Westgate, and the Las Vegas Convention Center.
Phase 2 will add a 2.2-mile dual-direction tunnel from Westgate to Paradise Road. That section is expected to open within months and will allow speeds of up to 60 mph on parts of the route, while expanding the fleet to around 160 vehicles.
Future phases are expected to extend tunnels closer to airport terminals and add multiple stations along University Center Drive. At this point, the system’s fleet is expected to grow close to 300 Teslas. The final phase, an underground airport station, was described by Davis as the system’s “holy grail.” This, however, has no definite timeframe as of yet.
News
Tesla seeks engineer to make its iOS Robotaxi app feel “magical”
It appears that Tesla is hard at work in ensuring that users of its Robotaxi service are provided with the best user experience possible.
Tesla is hiring an iOS Engineer for its Robotaxi app team, with the job posting emphasizing the creation of polished experiences that make the service not just functional, but “magical.”
Needless to say, it appears that Tesla is hard at work in ensuring that users of its Robotaxi service are provided with the best user experience possible.
Robotaxi App features
As observed by Tesla community members, Tesla has gone live with a job listing for an iOS Engineer for its Robotaxi App. The job listing mentions the development of a “core mobile experience that enables customers to summon, track, and interact with a driverless vehicle. From requesting a ride to enabling frictionless entry, from trip planning to real-time vehicle status and media control.”
Interestingly enough, the job listing also mentioned the creation of polished experiences that make the Robotaxi more than just functional. “You will take full ownership of features—from architecture design to robust implementation—delivering delightful and polished experiences that make Robotaxi not just functional, but magical,” Tesla noted in its job listing.
Apple’s “magical” marketing
Tesla’s use of the word “magical” when referring to the Robotaxi app mirrors the marketing used by Apple for some of its key products. Apple typically uses the word when referring to products or solutions that transform complex technology into something that feels effortless, simple, and natural to daily life. Products such as the AirPods’ seamless pairing with the iPhone and FaceID’s complex yet simple-to-use security system have received Apple’s “magical” branding.
With this in mind, Tesla seems intent on developing a Robotaxi app that is sophisticated, but still very easy to use. Tesla already has extensive experience in this area, with the Tesla App consistently being hailed by users as one of the best in its segment. If Tesla succeeds in making the Robotaxi app worthy of its “magical” branding, then it wouldn’t be a surprise if the service sees rapid adoption even among mainstream consumers.
Tesla China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom
Tesla Robovan’s likely first real-world use teased by Boring Company President
