Ahead of the long-awaited arrival of Tesla’s Giga Berlin production facility in Germany, an employee of the automaker has now indicated that the all-electric Model Y crossover has arrived in Europe. Tesla’s Design Studio for the German market indicates the Model Y will be delivered in September, but some deliveries could begin even sooner.
Tesla’s Senior Key Account Manager in Munich, Daniel Riek, has indicated that the Model Y is officially in Europe. After sharing a Model Y promotional video shared by Tesla on LinkedIn, Riek said:
“Model Y has arrived in Europe!”
After viewing Riek’s post (h/t @alex_avoigt), we checked Tesla’s Design Studio for the German market, and deliveries are still slated to begin in September. Several European-located Model Y reservation holders have indicated that Sales Advisors working for Tesla stated ships could arrive in some regions as soon as mid-August. Deliveries could begin soon thereafter. Notable ship tracker @mortenlund89 said that ships with Model 3 and Model Y units aboard the Helios Ray cargo ship are headed toward or have already arrived in Europe.
Sales advisor told me yesterday, Helios ray is definitely a model y ship (ours is on it) and zeebrugge ETA is 17.08.
— Tesla_Adri (@tesla_adri) August 6, 2021
Another Model Y ordered in the Swiss municipality of Bassersdorf stated that they have been given their VIN and their delivery date, set for August 26th.
The Model Y has been available in several markets, including the United States since March 2020 and China since January 2021. However, the Model Y has not yet made its way to Europe as Tesla has focused on producing the vehicle at the Giga Berlin manufacturing plant. The facility, located in Brandenburg, has been under construction since early 2020 and is set to begin manufacturing vehicles by the end of the year. Some experts close to the matter, including Economic Minister Jörg Steinbach, have said that the plant could begin production by the end of Summer or early Fall if all goes according to plan.
The development of the Model Y has been an interesting one, especially considering Tesla plans to bring a slightly revised version to the European market. Company CEO Elon Musk has stated that the Berlin-produced version of the all-electric crossover is “not just a copy of the Model Y. It’s actually a radical redesign of the core technology of building a car.” Musk was hinting toward the eventual release of the structural battery pack design, which Tesla unveiled at its Battery Day event last September. The pack, a completely new design from Tesla engineers, will combine the new 4680 battery cell with a revolutionary new housing that will complement and strengthen the vehicle’s structural integrity.
Tesla Model Y from Giga Berlin will utilize 4680 cells and structural battery pack
Tesla will also focus on a new world-class paint facility at the German facility, bringing new colors and quality to the company’s European-produced vehicles. It is expected that the Model Y will continue its string of dominant sales by adding the European market to its list of accomplishments. Musk expects the Model Y to be the best-selling car in the world in 2022.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
