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Tesla becomes one of China’s top local electric car producers in January

Tesla Gigafactory 3 in Shanghai (Source: Tesla)

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January was a big month for Tesla’s Giga Shanghai, with Made-in-China Model 3 production hitting its stride following trial manufacturing runs at the end of 2019. Reports indicate that Giga Shanghai was able to build over 2,600 units of the Made-in-China Model 3 in January, despite the company stopping operations for the Chinese New Year, and later, the coronavirus outbreak. This resulted in Tesla manufacturing the 5th-largest number of battery electric vehicles in China in January 2020.

With a rate of 2,625 Made-in-China (MIC) Model 3s produced before the Lunar New Year holiday on January 25th, it appears that Tesla was indeed producing about 1,000 units of the all-electric sedan per week when the year started. This is quite impressive, as Giga Shanghai’s new production lines that are not fully optimized yet. With its lines not running at max capacity, one can only imagine how many more vehicles the facility could produce.

Tesla has stated that the run-rate of Model 3 production at Giga Shanghai has reached about 3,000 vehicles a week. Before the end of 2019, the electric car maker stated that it had been producing 280 vehicles per 10-hour shift, but it planned to raise this number significantly to reach its 3,000-per-week-target. This would require just below 430 vehicles per shift.

On February 5, Tesla decided to temporarily shut down operations in Shanghai following the outbreak of the coronavirus. The announcement came from Tesla China’s Vice President for External Affairs Tao Lin, who suggested the safest option was to temporarily halt deliveries to preserve the safety and health of the company’s employees and customers. Tesla also offered a lending hand to Chinese citizens by giving free Supercharging to owners living in affected areas.

The company resumed production and deliveries on February 10. While recognizing that the short-term delay in production would set back rates, it was the smartest option. But while the production facility is still not running at full-capacity as China is still dealing with the virus, Giga Shanghai is operational once more.

Tesla’s battery supplier LG Chem, along with Daimler and Ford, announced they would be resuming operations of February 10 as well. BMW will wait another week and will resume production on February 17.

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Affected by a large-scale virus and expected off-days due to holiday celebrations, Gigafactory Shanghai was still able to show notable production numbers in January. Surely, Tesla has plans to ramp up this production to 150,000 vehicles a year and beyond, an attainable goal in the foreseeable future as all employees return and all production lines become fully optimized.

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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Tesla Europe builds momentum with expanding FSD demos and regional launches

Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year. 

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Credit: Tesla Europe & Middle East/X

Tesla has been notably active across Europe in recent weeks, expanding its Full Self-Driving (Supervised) ride-along program, entering a new market, and showcasing its newest vehicles across multiple regions. 

Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year. 

Tesla Europe recently announced the expansion of its FSD (Supervised) ride-along experiences, inviting the public to experience the system on local roads. Initially available in Italy, France, and Germany when it launched, the program has now expanded to Hungary, Finland, and Spain.

The ride-along program allows participants to ride in the passenger seat and observe how FSD Supervised handles real-world traffic scenarios, including dense urban driving and other challenging conditions. Tesla has positioned the initiative as a way to familiarize European drivers and regulators with the system’s capabilities in everyday use. The program has received positive reviews so far, with many being impressed by FSD’s real-world capabilities. 

Tesla also recently launched operations in Slovakia with a pop-up store and multi-day public event in Bratislava, as noted in an EV Wire report. The launch, held from January 16 to 18 at the Eurovea Mall Promenade, featured test drives, vehicle displays, including the Cybertruck, as well as family-focused attractions such as a mini-Tesla racetrack. 

Local observers noted that Tesla Optimus was also shown at the event, while the Tesla Owners Slovakia club welcomed the brand with a coordinated light show near the Slovak National Theater. Tesla Europe later shared its appreciation for Slovakia in a post on its official social media account on X, stating, “Thanks, Slovakia, for the amazing last 3 days & for giving us such a warm welcome!”

Tesla’s Slovakia entry follows a familiar pattern used by the company in other European markets. Tesla opened a pop-up store in Bratislava as an initial step, with plans for a permanent showroom and a potential service center at a renovated site previously occupied by a Jeep and Dodge dealership. Tesla has used a similar approach in markets such as Czechia and Lithuania, where permanent facilities followed within a few months of pop-up launches.

Slovakia already has six Supercharging sites totaling 46 Superchargers, including two locations in Bratislava, providing early infrastructure support for Tesla owners. Tesla staff program manager Supratik Saha described the Slovakia launch as a strategic expansion in the heart of the EU, citing the country’s strong automotive manufacturing base and appetite for advanced technology.

Beyond the EU, the company also marked another milestone with the first Cybertruck deliveries in the United Arab Emirates, signaling continued geographic expansion for Tesla’s newest vehicle. Just like Tesla Slovakia, the Cybertruck also received a warm welcome from the UAE’s EV community. 

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Tesla Sweden maintains Trelleborg port deal despite union blockade

As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg.

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Andrzej Otrębski, CC BY-SA 4.0 , via Wikimedia Commons

Tesla Sweden is still storing vehicles at the Port of Trelleborg despite the ongoing blockades against the company from the country’s labor unions. 

Tesla still at Port of Trelleborg

As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg. This allows the company to keep vehicles at the port while imports into Sweden continue. This was despite the Transport Workers’ Union’s blockade, which was aimed at halting the loading and unloading of Tesla vehicles in the area.

Local union leader Jörgen Wärja, chairman of Transport and an employee representative on the port company’s board, confirmed that the agreement was still active. “The agreement has not been terminated. You want to have the money instead of having empty warehouses. I understand the reason, but I do not support it,” Wärja said

The local union leader also noted that he visited Tesla’s storage area earlier this week. “There were a lot of cars. I was surprised that there were so many, actually,” he said.

Tesla had been able to bring vehicles into Sweden via passenger ferries at Trelleborg, a method that unions said allowed the company to bypass the blockade, DA noted. According to estimates from IF Metall, the workaround enabled Tesla to deliver thousands of cars to Sweden each year.

Port defends decision

The Port of Trelleborg did not issue a comment on its current agreement with Tesla, but said it had complied with union sympathy measures. Documents reviewed by Swedish media showed that the contract with Tesla was being extended in six-month intervals.

Port CEO Malin Collin noted that the port would not discuss individual customer arrangements. “We do not go into details regarding any customer agreements. We have continuous dialogue with potential tenants, and this is not unique to any location,” Collin wrote in an email.

The CEO added that the port was following legal requirements related to the labor dispute. “We have taken note of the Transport Workers’ Union’s decision on sympathy measures and are of course following applicable legislation and the requirements placed on us as employers,” Collin said.

Jörgen Wärja, for his part, stated that the issue was not whether Tesla’s imports into Sweden could be fully stopped, but whether the port should provide logistical support to the electric vehicle maker during an active conflict. “The port shouldn’t have anything to do with Tesla at all, we believe,” he said. “It’s purely moral. Whether you honor a conflict or not. If you say you support Transport’s sympathetic actions against Tesla, it becomes a double standard.”

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Elon Musk shares insights on SpaceX and Tesla’s potential scale

In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.

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Credit: xAI

Elon Musk outlined why he believes Tesla and SpaceX ultimately dwarf their competitors, pointing to autonomy, robotics, and space-based energy as forces that fundamentally reshape economic scale. 

In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.

Space-based energy

In a response to a user on X who observed that SpaceX has a larger valuation than all six US defense companies combined, Musk explained that space-based industries will eventually surpass the total economic value of Earth. He noted that space allows humanity to harness roughly 100,000 times more energy than Earth currently uses, while still consuming less than a millionth of the Sun’s total energy output.

That level of available energy should enable the emergence and development of industries that are simply not possible within Earth’s physical and environmental constraints. Continuous solar exposure in space, as per Musk’s comment, removes limitations imposed by atmosphere, weather, and land availability.

Autonomy and robots

In a follow-up post, Elon Musk explaned that “due to autonomy, Tesla is worth more than the rest of the auto industry.” Musk added that this assessment does not yet account for Optimus, Tesla’s humanoid robot. As per the CEO, once Optimus reaches scaled production, it could increase Earth’s gross domestic product by an order of magnitude, ultimately paving the way for sustainable abundance.

Even before the advent of Optimus, however, Tesla’s autonomous driving system already gives vehicles the option to become revenue-generating assets through services like the Tesla Robotaxi network. Tesla’s autonomous efforts seem to be on the verge of paying off, as services like the Robotaxi network have already been launched in its initial stages in Austin and the Bay Area. 

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