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Tesla China-built Model 3 spotted in Northern California

Credit: Teslarati

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A Tesla Model 3 built in China at the automaker’s Gigafactory Shanghai facility was spotted in San Francisco, California, earlier today, flaring the curiosities of fans of the automaker. Questions surrounding why Tesla would ship a Model 3 from China to the United States come to mind, and it may have something to do with the several moves Tesla is making to bring features of the China-built Model 3 and Model Y to the same models produced for the U.S. market.

The photos of the Model 3 were sent by a Teslarati reader who was traveling around San Francisco in his Model Y. He was unsure whether it was an official Shanghai-built Model 3, as replica badges can be purchased through third-party manufacturers.

However, the Model 3 in the photos sent by the reader revealed some features of the MIC Model 3 that differ from the U.S.-built version, confirming that it was indeed a Shanghai-built vehicle. Initially, the manufacturer’s plates would indicate that Tesla had the vehicle sent from China to the United States. However, the license plate area on the rear of the vehicle shows an elongated and narrowed placeholder, which differs from the design of the U.S. version of the car.

This U.S.-built Model 3 has a license plate placeholder area that differs from the MIC Model 3. (Credit: Reddit | u/BattMastard)

Tesla has several reasons to bring a China-made Model 3 to the U.S. for testing or regulatory purposes. First, Tesla announced in October that it would bring LFP battery packs, which were utilized in China-built Model 3 vehicles, to the U.S. market. Tesla plans to use these packs globally, as they are already present in the Asian and European markets through Gigafactory Shanghai’s export strategy. Tesla started offering customers in North America the opportunity to accept delivery of a Model 3 with the LFP pack in August.

CEO Elon Musk explained the reasoning during the Q3 Earnings Call:

“I think probably there is a long-term shift more in the direction of iron-based lithium-ion cells rather over nickel. I think probably we’ll see a shift — my guess is probably to two-thirds iron, one-third nickel, or something on that order. And this is actually good because there’s plenty of iron in the world. There’s an insane amount of iron. But nickel, there’s much less nickel, and there’s way less cobalt.”

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Tesla also has started installing the AMD Ryzen processor for infotainment systems in the China-built Model Y. Tesla installed this same graphics system in the Model S Plaid and could be looking to bring the improved infotainment experience to its mass-market vehicles in the United States.

Finally, Tesla is introducing the 12-volt lithium-ion battery in China-built vehicles, just as the Model S Plaid has also equipped since its first deliveries in June 2021. The 12-volt lithium-ion battery has plenty of advantages, especially with improved voltage and refined amperage. These 12-volt batteries also have longer lifespans and reduced weights, compared to previously-used lead-acid batteries.

Tesla Model S Plaid with ‘practically alien’ tech unleashed: 1000 hp, lowest drag coefficient, and PS5-level gaming

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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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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Tesla Sweden faced with fresh strike from elevator company

Telecom and elevator service providers are the latest to join the widening labor blockade against the EV maker.

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Credit: NicklasNilsso14/X

Tesla’s operations in Sweden are facing fresh pressure as multiple unions intensify their long-running dispute against the electric vehicle maker. Industrial groups IF Metall and Seko have announced new blockades affecting elevator maintenance and telecom services, escalating their ongoing conflict with Tesla Sweden.

Work stoppages expand to elevator maintenance

Starting October 29, elevator manufacturer Cibes Kalea Sverige will halt all service and maintenance work at Tesla’s facilities under a full blockade ordered by IF Metall. The union’s move targets elevator service visits, which are typically required four times a year in Sweden. Cibes Kalea employs around 70 workers across six sites in Sweden and provides both passenger and freight elevator systems to clients, including Tesla, as noted in a report from Dagens Arbete.

The industrial action follows months of escalating measures from IF Metall, which has aimed to pressure Tesla into signing a collective bargaining agreement. Since early September, the union has initiated several blockades across Tesla’s Swedish network, including work stoppages involving suppliers like Holtab and Linde Material Handling.

This was despite Sweden’s Mediation Institute throwing in the towel at the unions and Tesla’s conflict. “We have tried in every possible way to get the parties to come closer to each other in a way that allows this conflict to end. But now we have come to the end of the road and have realized that it is just as good to end the case,” Director General Irene Wennemo said.

Telecom workers join expanding blockade

In a separate escalation, Seko, another major Swedish union, announced a strike targeting Tesla’s telecommunications infrastructure. “We are now putting a notice on the telecom area and this means that when it comes to networks, fiber or telephony, for example, we will not help where Tesla needs either service, maintenance or new installation of these parts,” Seko chair Gabriella Lavecchia told Sveriges Radio.

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Seko has already initiated blockades against Tesla’s postal service and charging stations. The union expects the telecom blockade to have even broader effects given Tesla’s reliance on connectivity for its charging and digital services. “There aren’t many companies in Sweden today that don’t need telephony, fiber, networks, and I would guess that Tesla needs it more than many others,” Lavecchia said.

With 12 strike notices issued in just a few weeks, the conflict shows no signs of easing as unions continue to coordinate pressure through multiple sectors.

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Tesla shares rare glimpse of Giga Shanghai, posts bullish teaser for Model Y L deliveries

The video was shared by the electric vehicle maker on Chinese social media platform Weibo.

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Credit: Tesla China

Tesla China has posted a rather optimistic teaser of Giga Shanghai and this quarter’s Model Y L deliveries. The video was shared by the electric vehicle maker on Chinese social media platform Weibo. 

Giga Shanghai on full throttle

The recently shared Weibo video featured a rather rare glimpse of the exterior of Giga Shanghai, which, unlike Giga Texas, the Fremont Factory, and Giga Berlin, reportedly no longer allows drone flyovers. As noted by Tesla China in its Weibo post, Giga Shanghai has finished its vehicle shipping center, which allows the company to ship cars efficiently. 

Tesla China posted a video of numerous Model Y vehicles being loaded onto car carrier trucks. And as could be seen in the video, a good number of the Model Ys being shipped from Giga Shanghai were Model Y L units, the all-electric crossover’s six-seat, extended wheelbase variant that only started deliveries last month. 

Insurance registration reports

Tesla China does seem to be moving at full throttle this Q4 2025. Whisper numbers from industry watchers have suggested that the electric vehicle maker recorded 16,500 new vehicle registrations in the week of October 13-19. Considering that Tesla China typically focuses on exports during the first weeks of a quarter, the company’s numbers this Q4 could be quite impressive.

For context, Tesla China saw 5,020 new vehicle registrations in the week ending October 5 and 11,300 new vehicle registrations in the week ending October 12, 2025. The momentum of the Model Y L is also building up, with previous reports stating that the extended wheelbase, six-seat Model Y variant was able to help boost Tesla China’s wholesale numbers to 90,812 units in September, becoming the country’s fourth best-selling mid-to-large SUV in the process.

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Tesla is looking to conduct FSD tests in new Swedish city: report

The proposal appears to have been received rather positively by one of the city’s officials.

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Credit: Tesla Europe & Middle East/X

Recent reports have suggested that Tesla is looking at another city in Sweden to test its Full Self-Driving (FSD) system on public roads. The proposal appears to have been received rather positively by one of the city’s officials.

Tesla FSD tests in Sweden

FSD has already been deployed in numerous territories such as the United States, China, and Australia. However, the system is yet to be released in Europe. As per a recent report from Värmlands Folkblad, Tesla has sent a request for FSD testing to the capital of Värmland, Karlstad. As noted in a CarUp report, Tesla is already testing FSD on motorways after the company secured permission from the Swedish Transport Agency. 

The Municipality of Karlstad has reportedly not issued a decision regarding Tesla’s request yet, though lawmakers seem open to the idea of FSD being tested on public roads. In a comment to VF, municipal councilor Linda Larsson stated that FSD tests in Karlstad “sounds interesting.” Tesla’s FSD tests, if they are approved, will still use safety drivers behind the wheel who will be ready to intervene at any time. 

Tesla pledges to work with the municipality

In its request, Tesla noted that Karlstad is an interesting municipality in which to conduct its tests. The company also stated that it would conduct its operations and tests in close collaboration with the municipality, as well as local entities. Considering the municipal councilor’s comments, it does appear that Tesla might have a solid chance at attaining permission to test FSD on Karlstad’s roads. 

Tesla’s success for FSD tests in Sweden has been mixed. A few months ago, reports emerged stating that the company’s request to test FSD in Stockholm had been rejected by the Swedish Traffic Department. 

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“The Traffic Office is currently working on updating its approach to automation. At the same time, the city and the office are under heavy pressure from other ongoing innovation tests. Our ambition is to actively participate in and learn from the continued development in the field of automation. 

“Based on this, and in combination with the fact that the current test is the first of its kind, which entails certain risks for both infrastructure and third parties, and that it is planned to be carried out throughout the city, the City of Stockholm considers it is currently not possible to approve the implementation of the test,” the Swedish Traffic Department stated.

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