The demand for the Tesla Model Y Long Range variant is skyrocketing as the company now outlines the soonest possible date to take delivery in September, meaning the vehicle is nearly sold out in Q3, even though it is still Q2.
After releasing the all-electric crossover last year, Tesla CEO Elon Musk predicted that the Model Y would overtake the Model 3 in terms of popularity. In several markets, like China and more locally in California, the Model Y has already established itself as the overachieving little brother because people are tending to buy the all-electric crossover more than the all-electric sedan.
As Tesla continues to ramp up its manufacturing efforts for all of its vehicles, the Model Y is the main focus of the automaker as it expands into new regions. In Austin at Giga Texas, the Model Y and the Cybertruck will take center stage when the facility begins manufacturing the vehicles by the end of 2021. This plan is reflected with the Model Y in Europe, where Tesla’s first Gigafactory on the continent in Germany will manufacture the Model Y straight out of the gate later this year.
However, demand is becoming a bit overwhelming for Tesla as it aims to complete two new factories by the end of 2021. The company’s cars are becoming so popular in so many regions that delivery dates are becoming more prolonged, meaning the need for additional production facilities is becoming more apparent as the transition to sustainable energy continues to leap forward.
It was hinted in early May that Tesla had already sold out of Q2 production volume because of increasing demand. While that is still an amazing accomplishment, Tesla is already starting to sell out for the next quarter with at least one of its cars. The Model Y Long Range is proving to be Tesla’s biggest seller, it appears, as the company is estimating the earliest delivery date will be September, the final month of 2021’s Q3.
Credit: Tesla
The demand has led to Tesla increasing the prices of the Model Y by $3,500 so far this year, after cutting the cost of the car significantly in February. Tesla has avoided encountering severe problems due to the global chip shortage. Still, demand and some parts shortages have resulted in Tesla hiking the prices of its two mass-market vehicles in 2021.
Tesla has made several changes to the Model Y this year, including removing a lumbar-support option in the passenger’s seat. One of the biggest changes, however, is Tesla’s removal of radar equipment in the Y and the 3, a move that Tesla has long considered in its quest for Full Self-Driving.
Nevertheless, the demand for the Model Y is skyrocketing based on recent registration figures. The Model Y overtook the Model 3 in April, according to the EV Sales Blog’s Global sales figures. It sold 16,232 units compared to the Model 3’s 14,980. The Model 3 retained the title of most popular EV in 2021, but the Model Y sits in third, just behind the Wuling HongGuang Mini EV from the GM-SAIC-Wuling venture in China.
CEO Elon Musk predicted earlier this year that the Model Y would be the best-selling vehicle globally in 2022. “When it comes to Model Y, we think Model Y will be the best-selling car or vehicle of any kind in the world and probably next year,” he said during the Q1 2021 Earnings Call. “So I’m not 100% certain next year, but I think it’s quite likely. I’d say more likely than not that in 2022, Model Y is the best-selling car or truck of any kind in the world.”
The Model Y was the first vehicle in Tesla history to be profitable in its first quarter of production. The demand for the Model Y and its evident growth through sales figures from various outlets bodes well for Tesla’s financials. The company will aim for its eighth-consecutive profitable quarter when it reports its earnings sometime next month.
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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.
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.
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.”
Elon Musk
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.
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.
