

News
Tesla Model 3 appears to join Model Y in export from China to Canada
It appears the Tesla Model 3 is also making its way to North America from China, joining the Model Y after a report indicated the all-electric crossover would be built in Shanghai and shipped to our neighbors to the north.
In late April, it appeared Tesla would start shipping the Model Y Rear-Wheel-Drive vehicles it builds at Gigafactory Shanghai to Canada after reports from Reuters cited internal production memos, which pointed to the strategy.
Tesla to ship new Model Y offering in Canada from China, report claims
The Model Y RWD was available “off-menu” in several markets as it didn’t meet the “Standard of Excellence,” according to CEO Elon Musk.
The vehicle only offers 244 miles of range but is likely outfitted with the LFP battery pack, which can be fully charged and provides a longer life cycle, despite lower range ratings and more temperature sensitivity.
However, Tesla opted to make it an “on-menu” option in Canada, as well as other markets, including Mexico and Israel.
It appears the vehicle is being shipped from China to Canada, even after Musk said last year that reports indicating Tesla would adopt this strategy were “false.”
While the Model Y has been shipped, it appears Tesla is also preparing to offer China-built Model 3 vehicles in North America, according to ship tracker Morten Lund.
Lund notes the vehicles, which were spotted at a Shanghai Port, were left-hand drive and featured North American license plate brackets, which are different than China’s in width and height.
Breaking News
@ Shanghai Port: Model 3 for export to North America spotted. Ship for Tacoma, WA, US was at the port.
Notice: LHD car, license plate bracket.For more Tesla Logistics & Shipping news head over to: https://t.co/DaMFwZvpMV https://t.co/FPr2ClgxPi
— Morten Grove – Captain of all Tesla-Ships ? (@mortenlund89) May 1, 2023
Many questioned how recently the image was taken as the vehicles being loaded onto haulers in the photos have chrome trim and handles, which Tesla phased out a while ago. Lund said it is protective tape and not chrome.
It is somewhat unclear why Tesla would be shipping Model Y and Model 3 vehicles from Shanghai to Canada, especially since it already builds both cars in the U.S., with the Model 3 being built in Fremont and the Model Y being built in both Fremont and Austin.
However, Fremont and Austin could be fully committed to handling demand in the United States, and with the automaker’s perspective that Shanghai operates with the “lowest cost structure” of its factories, it could be a common-sense strategy to help offset some decreasing automotive gross margins it faced from various price cuts.
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News
Tesla cleared in Canada EV rebate investigation
Tesla has been cleared in an investigation into the company’s staggering number of EV rebate claims in Canada in January.

Canadian officials have cleared Tesla following an investigation into a large number of claims submitted to the country’s electric vehicle (EV) rebates earlier this year.
Transport Canada has ruled that there was no evidence of fraud after Tesla submitted 8,653 EV rebate claims for the country’s Incentives for Zero-Emission Vehicles (iZEV) program, as detailed in a report on Friday from The Globe and Mail. Despite the huge number of claims, Canadian authorities have found that the figure represented vehicles that had been delivered prior to the submission deadline for the program.
According to Transport Minister Chrystia Freeland, the claims “were determined to legitimately represent cars sold before January 12,” which was the final day for OEMs to submit these claims before the government suspended the program.
Upon initial reporting of the Tesla claims submitted in January, it was estimated that they were valued at around $43 million. In March, Freeland and Transport Canada opened the investigation into Tesla, noting that they would be freezing the rebate payments until the claims were found to be valid.
READ MORE ON ELECTRIC VEHICLES: EVs getting cleaner more quickly than expected in Europe: study
Huw Williams, Canadian Automobile Dealers Association Public Affairs Director, accepted the results of the investigation, while also questioning how Tesla knew to submit the claims that weekend, just before the program ran out.
“I think there’s a larger question as to how Tesla knew to run those through on that weekend,” Williams said. “It doesn’t appear to me that we have an investigation into any communication between Transport Canada and Tesla, between officials who may have shared information inappropriately.”
Tesla sales have been down in Canada for the first half of this year, amidst turmoil between the country and the Trump administration’s tariffs. Although Elon Musk has since stepped back from his role with the administration, a number of companies and officials in Canada were calling for a boycott of Tesla’s vehicles earlier this year, due in part to his association with Trump.
News
Tesla Semis to get 18 new Megachargers at this PepsiCo plant
PepsiCo is set to add more Tesla Semi Megachargers, this time at a facility in North Carolina.

Tesla partner PepsiCo is set to build new Semi charging stations at one of its manufacturing sites, as revealed in new permitting plans shared this week.
On Friday, Tesla charging station scout MarcoRP shared plans on X for 18 Semi Megacharging stalls at PepsiCo’s facility in Charlotte, North Carolina, coming as the latest update plans for the company’s increasingly electrified fleet. The stalls are set to be built side by side, along with three Tesla Megapack grid-scale battery systems.
The plans also note the faster charging speeds for the chargers, which can charge the Class 8 Semi at speeds of up to 1MW. Tesla says that the speed can charge the Semi back to roughly 70 percent in around 30 minutes.
You can see the site plans for the PepsiCo North Carolina Megacharger below.

Credit: PepsiCo (via MarcoRPi1 on X)

Credit: PepsiCo (via MarcoRPi1 on X)
READ MORE ON THE TESLA SEMI: Tesla to build Semi Megacharger station in Southern California
PepsiCo’s Tesla Semi fleet, other Megachargers, and initial tests and deliveries
PepsiCo was the first external customer to take delivery of Tesla’s Semis back in 2023, starting with just an initial order of 15. Since then, the company has continued to expand the fleet, recently taking delivery of an additional 50 units in California. The PepsiCo fleet was up to around 86 units as of last year, according to statements from Semi Senior Manager Dan Priestley.
Additionally, the company has similar Megachargers at its facilities in Modesto, Sacramento, and Fresno, California, and Tesla also submitted plans for approval to build 12 new Megacharging stalls in Los Angeles County.
Over the past couple of years, Tesla has also been delivering the electric Class 8 units to a number of other companies for pilot programs, and Priestley shared some results from PepsiCo’s initial Semi tests last year. Notably, the executive spoke with a handful of PepsiCo workers who said they really liked the Semi and wouldn’t plan on going back to diesel trucks.
The company is also nearing completion of a higher-volume Semi plant at its Gigafactory in Nevada, which is expected to eventually have an annual production capacity of 50,000 Semi units.
Tesla executive teases plan to further electrify supply chain
News
Tesla sales soar in Norway with new Model Y leading the charge
Tesla recorded a 54% year-over-year jump in new vehicle registrations in June.

Tesla is seeing strong momentum in Norway, with sales of the new Model Y helping the company maintain dominance in one of the world’s most electric vehicle-friendly markets.
Model Y upgrades and consumer preferences
According to the Norwegian Road Federation (OFV), Tesla recorded a 54% year-over-year jump in new vehicle registrations in June. The Model Y led the charge, posting a 115% increase compared to the same period last year. Tesla Norway’s growth was even more notable in May, with sales surging a whopping 213%, as noted in a CNBC report.
Christina Bu, secretary general of the Norwegian EV Association (NEVA), stated that Tesla’s strong market performance was partly due to the updated Model Y, which is really just a good car, period.
“I think it just has to do with the fact that they deliver a car which has quite a lot of value for money and is what Norwegians need. What Norwegians need, a large luggage space, all wheel drive, and a tow hitch, high ground clearance as well. In addition, quite good digital solutions which people have gotten used to, and also a charging network,” she said.
Tesla in Europe
Tesla’s success in Norway is supported by long-standing government incentives for EV adoption, including exemptions from VAT, road toll discounts, and access to bus lanes. Public and home charging infrastructure is also widely available, making the EV ownership experience in the country very convenient.
Tesla’s performance in Europe is still a mixed bag, with markets like Germany and France still seeing declines in recent months. In areas such as Norway, Spain, and Portugal, however, Tesla’s new car registrations are rising. Spain’s sales rose 61% and Portugal’s sales rose 7% last month. This suggests that regional demand may be stabilizing or rebounding in pockets of Europe.
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