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Tesla in talks with Maharashtra Industry Minister for India production plant

Credit: everything_tesla_pr0/Instagram

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Tesla is reportedly in talks to open a production plant within the State of Maharashtra, according to the state’s Industries Minister Subhash Desai.

Desai said during a Wednesday conference that “Tesla is eager to start a retail outlet for the sale of its electric vehicles in Maharashtra.” Additionally, Desai added that the company is planning to begin discussions regarding a new manufacturing facility in Maharashtra, as speculation regarding its production factory’s final location continues to develop. FreePressJournal provided the quote from Desai.

In mid-February, Teslarati reported that Tesla would establish a production facility in Karnataka, a state located in India’s southwest region. This was according to Chief Minister B. S. Yediyurappa, who said:

“American firm Tesla will open an electric car manufacturing unit in Karnataka.”

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Yediyurappa was the first politician to come forward, claiming that Tesla had finalized the location of the factory. Still, Tesla has not outlined an exact location for its facility yet, and Ministry of Corporate Affairs documents indicate that the company has its set registered address in Bangalore, the capital city of Karnataka.

Credit: India Ministry of Corporate Affairs

However, Desai is adamant that Tesla has not finalized its production facility in Karnataka and that talks are still ongoing.

Earlier today, he said (via The Hindu):

“I want to clarify that Tesla has not opened its production unit in Karnataka. It has begun building its retail outlet and administrative office there. We have been informed that a similar outlet will be opened in Mumbai soon. Based on the response to its e-vehicles, Tesla will finalize its production unit plan in India. The State government is discussing possibilities of the company opening the unit in Maharashtra.”

According to the report, Tesla also spoke to Desai regarding the industry-friendly environment in Maharashtra and said that it was positive about the region’s acceptance of a production facility. Desai also assured the automaker that a council would be established looking to provide any assistance if the construction begins. In Germany, where Tesla’s Giga Berlin production plant is being set up, it has had several roadblocks. Many of them have been solved through the help of local politicians like Jörg Steinbach and Peter Altmaier, who have been supportive of Tesla’s project in the country.

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Tesla has been rumored to be entering the Indian market for several years, and Elon Musk seems ready to get the ball rolling in the region. For years, Indian politicians and fans of the automaker have pleaded with Musk to enter the market. Musk has said on several occasions that it will occur in 2021, and developments continue to indicate that it will be the case moving forward.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Cybertruck

Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK

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A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”

Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:

“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”

The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.

The Greater Manchester Police Department then added:

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“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”

The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.

Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.

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Apple is developing the missing link for Tesla to get CarPlay: report

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Credit: Michał Gapiński/YouTube

A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.

Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.

A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.

CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.

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Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:

The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.

Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.

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This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.

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Investor's Corner

Tesla deliveries get a big boost in expectations from Wall Street

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tesla
Credit: Tesla

Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.

Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.

The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.

Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.

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Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.

Tesla reports Q1 deliveries, missing expectations slightly

This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.

The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.

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Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.

We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.

For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.

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