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Tesla’s next Gigafactory location unknown, but all signs point toward India
In May, Tesla CEO Elon Musk said the electric automaker would likely announce its next Gigafactory location by year’s end.
While there have been rumors of deep talks in Spain, numerous meetings with French government officials, and heavy speculation regarding a relationship with Canada, Indonesia, and South Korea, it is becoming overwhelmingly clear that all signs are pointing toward India, a location where Tesla has mulled a factory for several years.
It all started back in 2015 when Indian Prime Minister Narendra Modi and Musk had their first meeting at the Fremont Factory in Northern California.
At the time, Tesla was still a young-and-scrappy car company, pushing out just thousands of units each year as it only offered the Model S and Model X at the time. Electric vehicles were still a far cry from what they are today, and while there were other options on the market, gas-powered options still dominated the overall market.
Fast-forward to 2018, when Tesla decided to open its first vehicle production factory outside of the United States in Shanghai. The Chinese EV production plant quickly became Tesla’s most effective, accumulating thousands of workers and producing a majority of the automaker’s annual volume. It went from a domestic production facility for Chinese customers to an “export hub” that would feed some of the best-selling EVs to the European market.
This all happened before Tesla would commit to building a factory near Berlin in 2019, and then another factory in Mexico in 2023.
In 2021, Tesla seemed primed to announce it would make a substantial investment in India. It had a team of executives lined up, which included David Feinstein, Tesla vet who would be named Director of Global Trade and New Markets. Vaibhav Taneja was assigned as the Chief Accounting Officer for the India plant, and Prashanth R. Menon assumed the role of Director of Tesla India.
The team was even rounded out with Manuj Khurana for Policy and Development, Nishant Nishant for Charging Infrastructure, and Chithra Thomas for Human Resources. Samir Jain was set to take over India’s Service Operations for Tesla after seven years at Porsche, where he headed Aftersales for the German automaker’s operations in India.
However, the team Tesla would put together for India would never get to work in the market, as it was set to establish the plant there.
Tesla had certain demands it needed to fulfill before committing to a Gigafactory there, and India had certain demands it needed to fulfill before giving Tesla what it wanted.
Tesla’s ‘challenges’ with India gov’t halt potential rescue of $27B manufacturing initiative
India has some of the highest import duties on vehicles in the world. The taxes would double the price of any car priced over $40,000 and 60 percent to any car under that threshold. Because of this, Tesla requested import duties be reduced to 40 percent, which would help the company determine if demand for its cars was high enough to move forward.
If Tesla is able to succeed with imported vehicles, then a factory in India is quite likely.
— Elon Musk (@elonmusk) July 23, 2021
However, Indian officials were reluctant to oblige to Tesla’s demands, arguing that “company-specific” duty rollbacks would not be possible.
The government has made its stance against company-specific incentives clear,” government officials from India said. “This also applies for one particular company requesting industrywide changes to existing policy. Over the past four years, multiple demands were made by a large US-based firm to open up the market at lower import duties as well. Now, they locally produce in India and are ramping up capacity.”
India has a $27B manufacturing initiative called “Make In India,” which encourages companies from all corners of the globe to develop, produce, and assemble products in India with sizeable investments. This initiative was first introduced in 2014 by Modi.
Because Tesla would be importing vehicles from other countries, most likely China, into India’s marketplace, government officials were unfavorable of the idea of rolling back duties. However, they were willing to do so, only if Tesla would commit to building the factory in the first place, which completely eliminated the purpose of testing demand in the first place.
Two years later, it appears Tesla and India have come to some kind of agreement. Although the terms of a partnership or investment are unknown currently, both Modi and Musk have put forth statements that seem to indicate Tesla’s next factory will be in India.
“I am confident Tesla will be in India, and we’ll do so as soon as humanly possible,” Musk said. “Hopefully, we’ll be able to announce something in the not-too-distant future.”
We don’t want to jump the gun on an announcement,” he added, “but it’s quite likely that there will be a significant investment and relationship in the future.”
#Breaking | ELON MUSK SPEAKS TO REPUBLIC
Elon Musk speaks to Republic after meeting PM Modi, announces he and Tesla are coming to India pic.twitter.com/x2CxFEDM2Z
— Republic (@republic) June 20, 2023
Modi also posted his own photo with Musk on his Twitter account, thanking the Tesla CEO for a “great meeting.”
Great meeting you today @elonmusk! We had multifaceted conversations on issues ranging from energy to spirituality. https://t.co/r0mzwNbTyN pic.twitter.com/IVwOy5SlMV
— Narendra Modi (@narendramodi) June 21, 2023
Because of the widespread speculation regarding Tesla’s next factory, we can all speculate on where it will end up. But if there is any indication of what the automaker wants and what the government wants, the long-standing attempts to get a deal done may indicate Tesla is most likely to end up in India.
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Tesla is backtracking on a strange adjustment it made to its in-car Navigation feature after numerous complaints from owners convinced the company to make a change.
Tesla’s in-car Navigation is catered to its vehicles, as it routes Supercharging stops and preps your vehicle for charging with preconditioning. It is also very intuitive, and features other things like weather radar and a detailed map outlining points of interest.
However, a recent change to the Navigation by Tesla did not go unnoticed, and owners were really upset about it.
For trips that required multiple Supercharger stops, Tesla decided to implement a naming change, which did not show the city or state of each charging stop. Instead, it just showed the business where the Supercharger was located, giving many owners an unwelcome surprise.
However, Tesla’s Director of Supercharging, Max de Zegher, admitted the update was a “big mistake on our end,” and made a change that rolled out within 24 hours:
The naming change should have happened at once, instead of in 2 sequential steps. That was a big miss on our end. We do listen to the community and we do course-correct fast. The accelerated fix rolled out last night. The Tesla App is updated and most in-car touchscreens should…
— Max (@MdeZegher) November 20, 2025
The lack of a name for the city where a Supercharging stop would be made caused some confusion for owners in the short term. Some drivers argued that it was more difficult to make stops at some familiar locations that were special to them. Others were not too keen on not knowing where they were going to be along their trip.
Tesla was quick to scramble to resolve this issue, and it did a great job of rolling it out in an expedited manner, as de Zegher said that most in-car touch screens would notice the fix within one day of the change being rolled out.
Additionally, there will be even more improvements in December, as Tesla plans to show the common name/amenity below the site name as well, which will give people a better idea of what to expect when they arrive at a Supercharger.
News
Dutch regulator RDW confirms Tesla FSD February 2026 target
The regulator emphasized that safety, not public pressure, will decide whether FSD receives authorization for use in Europe.
The Dutch vehicle authority RDW responded to Tesla’s recent updates about its efforts to bring Full Self-Driving (Supervised) in Europe, confirming that February 2026 remains the target month for Tesla to demonstrate regulatory compliance.
While acknowledging the tentative schedule with Tesla, the regulator emphasized that safety, not public pressure, will decide whether FSD receives authorization for use in Europe.
RDW confirms 2026 target, warns Feb 2026 timeline is not guaranteed
In its response, which was posted on its official website, the RDW clarified that it does not disclose details about ongoing manufacturer applications due to competitive sensitivity. However, the agency confirmed that both parties have agreed on a February 2026 window during which Tesla is expected to show that FSD (Supervised) can meet required safety and compliance standards. Whether Tesla can satisfy those conditions within the timeline “remains to be seen,” RDW added.
RDW also directly addressed Tesla’s social media request encouraging drivers to contact the regulator to express support. While thanking those who already reached out, RDW asked the public to stop contacting them, noting these messages burden customer-service resources and have no influence on the approval process.
“In the message on X, Tesla calls on Tesla drivers to thank the RDW and to express their enthusiasm about this planning to us by contacting us. We thank everyone who has already done so, and would like to ask everyone not to contact us about this. It takes up unnecessary time for our customer service. Moreover, this will have no influence on whether or not the planning is met,” the RDW wrote.
The RDW shares insights on EU approval requirements
The RDW further outlined how new technology enters the European market when no existing legislation directly covers it. Under EU Regulation 2018/858, a manufacturer may seek an exemption for unregulated features such as advanced driver assistance systems. The process requires a Member State, in this case the Netherlands, to submit a formal request to the European Commission on the manufacturer’s behalf.
Approval then moves to a committee vote. A majority in favor would grant EU-wide authorization, allowing the technology across all Member States. If the vote fails, the exemption is valid only within the Netherlands, and individual countries must decide whether to accept it independently.
Before any exemption request can be filed, Tesla must complete a comprehensive type-approval process with the RDW, including controlled on-road testing. Provided that FSD Supervised passes these regulatory evaluations, the exemption could be submitted for broader EU consideration.
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Tesla says Europe could finally get FSD in 2026, and Dutch regulator RDW is key
As per Tesla, a Dutch regulatory exemption targeted for February 2026 could very well be the key gateway for a Europe-wide rollout of FSD.
Tesla has shared its most detailed timeline yet for bringing Full Self-Driving (Supervised) to Europe. The electric vehicle maker posted its update through the official X account of Tesla Europe & Middle East.
As per Tesla, a Dutch regulatory exemption targeted for February 2026 could very well be the key gateway for a Europe-wide rollout of FSD.
Tesla pushes for EU approval
Tesla stated that it has spent more than 12 months working directly with European authorities and delivering FSD demonstrations to regulators in several EU member state. Tesla highlighted a number of its efforts for FSD’s release in Europe, such as safety documentation for FSD, which is now included in its latest public Safety Report, and over 1 million kilometers of internal testing conducted on EU roads across 17 countries.
To unlock approval, Tesla is relying on the Netherlands’ approval authority RDW. The process requires proving compliance with UN-R-171 for driver-assist systems while also filing Article 39 exemptions for behaviors that remain unregulated in Europe, such as hands-off system-initiated lane changes and Level 2 operation on roads that are not fully covered by current rules. Tesla argued that these functions cannot be retrofitted or adjusted into existing frameworks without compromising safety and performance.
“Some of these regulations are outdated and rules-based, which makes FSD illegal in its current form. Changing FSD to be compliant with these rules would make it unsafe and unusable in many cases. While we have changed FSD to be maximally compliant where it is logical and reasonable, we won’t sacrifice the safety of a proven system or materially deteriorate customer usability,” Tesla wrote in its post.
Tesla targets February 2026 approval
According to Tesla, real-world safety data alone has not been considered sufficient by EU regulators, prompting the company to gather evidence to get exemptions on a specific rule-by-rule basis. RDW has reportedly committed to issuing a Netherlands National approval in February 2026, which could pave the way for other EU countries to recognize the exemption and possibly authorize local deployment of FSD.
“Currently, RDW has committed to granting Netherlands National approval in February 2026. Please contact them via link below to express your excitement & thank them for making this happen as soon as possible. Upon NL National approval, other EU countries can immediately recognize the exemption and also allow rollout within their country. Then we will bring it to a TCMV vote for official EU-wide approval. We’re excited to bring FSD to our owners in Europe soon!” Tesla wrote in its post.
Tesla backtracks on strange Nav feature after numerous complaints
Dutch regulator RDW confirms Tesla FSD February 2026 target
