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Tesla’s Model 3 delivery challenges in Europe are growing pains for a global ramp
The arrival of the cargo ship Glovis Captain on the port of Zeebrugge earlier this week heralded new opportunities and challenges for electric car maker Tesla. The massive vessel is estimated to be carrying around 3,000 Model 3, which are expected to start an electric disruption in Europe’s passenger car market. At the same time, the arrival of the highly-anticipated sedan also means that deliveries to reservation holders in the region are about to begin.
Delivery Logistics Hell, Part 2
In true Tesla fashion, plans were underway to get the recently-arrived Model 3 to customers as quickly as possible. Thus, instead of taking a while before starting handovers to reservation holders in the region, Tesla immediately went to work. Reports from the Tesla community even indicated that they received messages from the carmaker indicating that they could pick up their Model 3 starting Wednesday at the company’s Tilburg facility, shortly after the cars arrived on Zeebrugge.
Soon, social media posts from the Tesla community revealed that the first Model 3 deliveries in Europe were already underway. That said, it did not take long before Tesla became unable to deliver as many vehicles as they estimated. Some reservation holders even went so far as to state that they were advised to pick up their Model 3 the following day. While an additional day is but a drop in the bucket compared to the nearly three-year wait for the electric sedan experienced by reservation holders, Tesla’s inability to deliver as many vehicles as it expected became a great inconvenience nonetheless.
On Wednesday, Elon Musk took to Twitter to apologize for the delivery delay in Europe. In a tweet, Musk explained that Tesla met some “unexpected challenges” with the vehicles coming through the Belgian port. Nevertheless, Musk noted that Model 3 deliveries should start moving on Thursday.
Sorry, many unexpected challenges with cars coming through Zeebrugge first time. Cars will start moving out in volume tomorrow.
— Elon Musk (@elonmusk) February 6, 2019
Logistics Challenges – Not Sweeter the Second Time
Ultimately, this is yet another case of Tesla miscalculating and shooting itself in the foot in the process. In the case of Europe’s first Model 3 deliveries, reservation holders were expecting their vehicles at a later date to begin with (the reservation holder Musk responded to on Twitter, for example, had a delivery date of 02/16/2019). The earlier delivery estimates, and the succeeding failure to meet said estimates, all transpired under Tesla’s own doing.
That said, Tesla’s journey with the Model 3 to date hints at something positive following the company’s logistics challenges in Europe, considering that the electric car maker faced the same issues in the US last September. During that time, Tesla was just hitting its stride with the production of the electric sedan. Tesla was also going for profitability, which required a record number of vehicle deliveries. Tesla’s deliveries became so backlogged that reservation holders saw their handover dates rescheduled multiple times.
Thanks to @LucWaterlot, some pictures of #glovisCaptain arriving full of #tesla #Model3 in #portofzeebrugge pic.twitter.com/rVxWBkWHNU
— FalconU (@UlricDabe) February 5, 2019
Just like Elon Musk’s recent tweet, the Tesla CEO owned up to Tesla’s challenges then, explaining that the company had gone straight from “production hell” to “delivery logistics hell.” Musk also mentioned later that challenges in logistics are easier to solve than production issues. True to the CEO’s word, Tesla delivered a record number of vehicles in the third quarter, with Q3 2018 handovers totaling 83,500 vehicles including 55,840 Model 3. Ultimately, these deliveries helped the company achieve its first definitively profitable quarter in years. These logistics challenges were completely absent in Q4 2018 as well, when Tesla delivered a total of 90,700 vehicles, including 63,150 Model 3.
Lessons Learned and Experiences Gained
With this in mind, it appears that Tesla’s current challenges in delivering the Model 3 to European customers are something that the company can handle. Tesla’s experience in the United States alone should help the electric car maker gain enough footing to conduct handovers in the region in a manner that is smooth, convenient, and well worth the nearly three-year wait for Model 3 reservation holders.
While Tesla appears to have miscalculated its initial European Model 3 deliveries, the company is in a constant effort to improve its logistics. Elon Musk took particular notice of this issue in the recently held Q4 2018 earnings call, when he was discussing the probability of Q1 2019’s profitability.
“We’re going to get cars to China and Europe and make sure that we have good logistics for the whole delivery process, from factory gate to the customer. That’s obviously pretty far from California to get to Europe and China and make it to, again, our two customers. So, we’re working every aspect of that logistics chain. And I think we’ve — I think it’s going to be good. I would say at this point; I’m optimistic about being profitable in Q1. Not by a lot, but I’m optimistic about being profitable in Q1 and for all quarters going forward,” Musk said.
For the meantime, the beast that is the Tesla Model 3 is still waiting for its chance to fully saturate the European market.
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Tesla already has a complete Robotaxi model, and it doesn’t depend on passenger count
That scenario was discussed during the company’s Q4 and FY 2025 earnings call, when executives explained why the majority of Robotaxi rides will only involve one or two people.
Tesla already has the pieces in place for a full Robotaxi service that works regardless of passenger count, even if the backbone of the program is a small autonomous two-seater.
That scenario was discussed during the company’s Q4 and FY 2025 earnings call, when executives explained why the majority of Robotaxi rides will only involve one or two people.
Two-seat Cybercabs make perfect sense
During the Q&A portion of the call, Tesla Vice President of Vehicle Engineering Lars Moravy pointed out that more than 90% of vehicle miles traveled today involve two or fewer passengers. This, the executive noted, directly informed the design of the Cybercab.
“Autonomy and Cybercab are going to change the global market size and mix quite significantly. I think that’s quite obvious. General transportation is going to be better served by autonomy as it will be safer and cheaper. Over 90% of vehicle miles traveled are with two or fewer passengers now. This is why we designed Cybercab that way,” Moravy said.
Elon Musk expanded on the point, emphasizing that there is no fallback for Tesla’s bet on the Cybercab’s autonomous design. He reiterated that the autonomous two seater’s production is expected to start in April and noted that, over time, Tesla expects to produce far more Cybercabs than all of its other vehicles combined.
“Just to add to what Lars said there. The point that Lars made, which is that 90% of miles driven are with one or two passengers or one or two occupants, essentially, is a very important one… So this is clearly, there’s no fallback mechanism here. It’s like this car either drives itself or it does not drive… We would expect over time to make far more CyberCabs than all of our other vehicles combined. Given that 90% of distance driven or distance being distance traveled exactly, no longer driving, is one or two people,” Musk said.
Tesla’s robotaxi lineup is already here
The more interesting takeaway from the Q4 and FY 2025 earnings call is the fact that Tesla does not need the Cybercab to serve every possible passenger scenario, simply because the company already has a functional Robotaxi model that scales by vehicle type.
The Cybercab will handle the bulk of the Robotaxi network’s trips, but for groups that need three or four seats, the Model Y fills that role. For higher-end or larger-family use cases, the extended-wheelbase Model Y L could cover five or six occupants, provided that Elon Musk greenlights the vehicle for North America. And for even larger groups or commercial transport, Tesla has already unveiled the Robovan, which could seat over ten people.
Rather than forcing one vehicle to satisfy every use case, Tesla’s approach mirrors how transportation works today. Different vehicles will be used for different needs, while unifying everything under a single autonomous software and fleet platform.
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Tesla Cybercab spotted with interesting charging solution, stimulating discussion
The port is located in the rear of the vehicle and features a manual door and latch for plug-in, and the video shows an employee connecting to a Tesla Supercharger.
Tesla Cybercab units are being tested publicly on roads throughout various areas of the United States, and a recent sighting of the vehicle’s charging port has certainly stimulated some discussions throughout the community.
The Cybercab is geared toward being a fully-autonomous vehicle, void of a steering wheel or pedals, only operating with the use of the Full Self-Driving suite. Everything from the driving itself to the charging to the cleaning is intended to be operated autonomously.
But a recent sighting of the vehicle has incited some speculation as to whether the vehicle might have some manual features, which would make sense, but let’s take a look:
🚨 Tesla Cybercab charging port is in the rear of the vehicle!
Here’s a great look at plugging it in!!
— TESLARATI (@Teslarati) January 29, 2026
The port is located in the rear of the vehicle and features a manual door and latch for plug-in, and the video shows an employee connecting to a Tesla Supercharger.
Now, it is important to remember these are prototype vehicles, and not the final product. Additionally, Tesla has said it plans to introduce wireless induction charging in the future, but it is not currently available, so these units need to have some ability to charge.
However, there are some arguments for a charging system like this, especially as the operation of the Cybercab begins after production starts, which is scheduled for April.
Wireless for Operation, Wired for Downtime
It seems ideal to use induction charging when the Cybercab is in operation. As it is for most Tesla owners taking roadtrips, Supercharging stops are only a few minutes long for the most part.
The Cybercab would benefit from more frequent Supercharging stops in between rides while it is operating a ride-sharing program.
Tesla wireless charging patent revealed ahead of Robotaxi unveiling event
However, when the vehicle rolls back to its hub for cleaning and maintenance, standard charging, where it is plugged into a charger of some kind, seems more ideal.
In the 45-minutes that the car is being cleaned and is having maintenance, it could be fully charged and ready for another full shift of rides, grabbing a few miles of range with induction charging when it’s out and about.
Induction Charging Challenges
Induction charging is still something that presents many challenges for companies that use it for anything, including things as trivial as charging cell phones.
While it is convenient, a lot of the charge is lost during heat transfer, which is something that is common with wireless charging solutions. Even in Teslas, the wireless charging mat present in its vehicles has been a common complaint among owners, so much so that the company recently included a feature to turn them off.
Production Timing and Potential Challenges
With Tesla planning to begin Cybercab production in April, the real challenge with the induction charging is whether the company can develop an effective wireless apparatus in that short time frame.
It has been in development for several years, but solving the issue with heat and energy loss is something that is not an easy task.
In the short-term, Tesla could utilize this port for normal Supercharging operation on the Cybercab. Eventually, it could be phased out as induction charging proves to be a more effective and convenient option.
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Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Tesla already has a complete Robotaxi model, and it doesn’t depend on passenger count
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
