

News
Tesla’s 4680 cell journey is imminent and it’s calling on Panasonic for help
Tesla battery supplier Panasonic still plans to launch trial production of the revolutionary 4680 cells in 2022. It will need to be on top of its game, too, as Panasonic executives have revealed Tesla has put in a massive order for the new cells as the journey of the 4680 battery is set to begin soon.
Tesla CEO Elon Musk revealed during the Q4 Earnings Call that the automaker is ready to launch the 4680 cells, along with the structural battery pack, in the Gigafactory Texas-built Model Y.
“So in Texas, we’re building the Model Ys with the structural battery pack and the 4680 cells, and we’ll start delivering after final certification of the vehicle, which should be fairly soon,” Musk said during the Q4 2021 Earnings Call. Senior Vice President of Powertrain and Energy Engineering Drew Baglino added, “We’re [Tesla] building 4680 structural packs every day, which are being assembled into vehicles in Texas. I was driving one yesterday and the day before. And we believe our first 4680 vehicles will be delivered this quarter.”
It is no secret that Tesla is going through significant demand spikes. Last year, the automaker delivered over 930,000 EVs, beating Wall Street estimates every quarter, including an astounding 13 percent beat for Q4 deliveries alone.
With plans to transition more of the company’s vehicles to new technology, especially the 4680 battery cell, Tesla will need all the help it can get, as it is unlikely to build enough of the new cells in-house to support its manufacturing prowess. New reports indicate that Panasonic has received a sizeable order for the cells from Tesla. The Japanese battery maker will prioritize Tesla in the manufacturing efforts, CFO Hirokazu Umeda said today, according to Bloomberg.
Panasonic will invest $705 million to launch Tesla 4680 battery production in 2023
“Tesla has put in an extremely strong request for the 4680, so when we are actually able to deliver the 4680, we plan to put top priority on Tesla,” Umeda said. “We’ll first prioritize supplying Tesla once the verifications are complete.”
Panasonic did not respond to our request for comment.
It is no surprise Tesla will receive priority when Panasonic begins manufacturing the cells. Not only did Tesla design the cells and reveal them at the company’s Battery Day event in September 2020, but Tesla also has contributed greatly to Panasonic’s energy business. Spokespeople for the company indicated that Tesla accounted for 60 percent of the revenue in Panasonic’s energy business, according to MarketWatch. Panasonic reported roughly $1.69 billion in revenue for Q4 2021, which would bring Tesla’s contribution to roughly $1 billion.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla China registrations hit 20.7k in final week of June, highest in Q2
The final week of June stands as the second-highest of 2025 and the best-performing week of the quarter.

Tesla China recorded 20,680 domestic insurance registrations during the week of June 23–29, marking its highest weekly total in the second quarter of 2025.
The figure represents a 49.3% increase from the previous week and a 46.7% improvement year-over-year, suggesting growing domestic momentum for the electric vehicle maker in Q2’s final weeks.
Q2 closes with a boost despite year-on-year dip
The strong week helped lift Tesla’s performance for the quarter, though Q2 totals remain down 4.6% quarter-over-quarter and 10.9% year-over-year, according to industry watchers. Despite these declines, the last week of June stands as the second-highest of 2025 and the best-performing week of the quarter.
As per industry watchers, Tesla China delivered 15,210 New Model Y units last week, the highest weekly tally since the vehicle’s launch. The Model 3 followed with 5,470 deliveries during the same period. Tesla’s full June and Q2 sales data for China are expected to be released by the China Passenger Car Association (CPCA) in the coming days.
Tesla China and minor Model 3 and Model Y updates
Tesla manufactures the Model 3 and Model Y at its Shanghai facility, which provides vehicles to both domestic and international markets. In May, the automaker reported 38,588 retail sales in China, down 30.1% year-over-year but up 34.3% from April. Exports from Shanghai totaled 23,074 units in May, a 32.9% improvement from the previous year but down 22.4% month-over-month, as noted in a CNEV Post report.
Earlier this week, Tesla introduced minor updates to the long-range versions of the Model 3 and Model Y in China. The refreshed Model 3 saw a modest price increase, while pricing for the updated Model Y Long Range variant remained unchanged. These adjustments come as Tesla continues refining its China lineup amid shifting local demand and increased competition from domestic brands.
Elon Musk
Tesla investors will be shocked by Jim Cramer’s latest assessment
Jim Cramer is now speaking positively about Tesla, especially in terms of its Robotaxi performance and its perception as a company.

Tesla investors will be shocked by analyst Jim Cramer’s latest assessment of the company.
When it comes to Tesla analysts, many of them are consistent. The bulls usually stay the bulls, and the bears usually stay the bears. The notable analysts on each side are Dan Ives and Adam Jonas for the bulls, and Gordon Johnson for the bears.
Jim Cramer is one analyst who does not necessarily fit this mold. Cramer, who hosts CNBC’s Mad Money, has switched his opinion on Tesla stock (NASDAQ: TSLA) many times.
He has been bullish, like he was when he said the stock was a “sleeping giant” two years ago, and he has been bearish, like he was when he said there was “nothing magnificent” about the company just a few months ago.
Now, he is back to being a bull.
Cramer’s comments were related to two key points: how NVIDIA CEO Jensen Huang describes Tesla after working closely with the Company through their transactions, and how it is not a car company, as well as the recent launch of the Robotaxi fleet.
Jensen Huang’s Tesla Narrative
Cramer says that the narrative on quarterly and annual deliveries is overblown, and those who continue to worry about Tesla’s performance on that metric are misled.
“It’s not a car company,” he said.
He went on to say that people like Huang speak highly of Tesla, and that should be enough to deter any true skepticism:
“I believe what Musk says cause Musk is working with Jensen and Jensen’s telling me what’s happening on the other side is pretty amazing.”
Tesla self-driving development gets huge compliment from NVIDIA CEO
Robotaxi Launch
Many media outlets are being extremely negative regarding the early rollout of Tesla’s Robotaxi platform in Austin, Texas.
There have been a handful of small issues, but nothing significant. Cramer says that humans make mistakes in vehicles too, yet, when Tesla’s test phase of the Robotaxi does it, it’s front page news and needs to be magnified.
He said:
“Look, I mean, drivers make mistakes all the time. Why should we hold Tesla to a standard where there can be no mistakes?”
It’s refreshing to hear Cramer speak logically about the Robotaxi fleet, as Tesla has taken every measure to ensure there are no mishaps. There are safety monitors in the passenger seat, and the area of travel is limited, confined to a small number of people.
Tesla is still improving and hopes to remove teleoperators and safety monitors slowly, as CEO Elon Musk said more freedom could be granted within one or two months.
News
Tesla launches ultra-fast V4 Superchargers in China for the first time
Tesla has V4 Superchargers rolling out in China for the first time.

Tesla already has nearly 12,000 Supercharger piles across mainland China. However, the company just initiated the rollout of the ultra-fast V4 Superchargers in China for the first time, bringing its quick-charging piles to the country for the first time since their launch last year.
The first batch of V4 Superchargers is now officially up and running in China, the company announced in a post on Chinese social media outlet Weibo today.
The company said in the post:
“The first batch of Tesla V4 Superchargers are online. Covering more service areas, high-speed charging is more convenient, and six-layer powerful protection such as rain and waterproof makes charging very safe. Simultaneously open to non-Tesla vehicles, and other brands of vehicles can also be charged. There are more than 70,000 Tesla Superchargers worldwide. The charging network layout covers 100% of the provincial capitals and municipalities in mainland China. More V4 Superchargers will be put into use across the country. Optimize the charging experience and improve energy replenishment efficiency. Tesla will accompany you to the mountains, rivers, lakes, and seas with pure electricity!”
The first V4 Superchargers Tesla installed in China are available in four cities across the country: Shanghai, Zhejiang, Gansu, and Chongqing.

Credit: Tesla China
Tesla has over 70,000 Superchargers worldwide. It is the most expansive and robust EV charging network in the world. It’s the main reason why so many companies have chosen to adopt Tesla’s charging connector in North America and Europe.
In China, some EVs can use Tesla Superchargers as well.
The V4 Supercharger is capable of charging vehicles at speeds of up to 325kW for vehicles in North America. This equates to over 1,000 miles per hour of charging.
-
News6 days ago
Tesla Robotaxi’s biggest challenge seems to be this one thing
-
Elon Musk14 hours ago
Tesla investors will be shocked by Jim Cramer’s latest assessment
-
News2 weeks ago
Tesla confirms massive hardware change for autonomy improvement
-
Elon Musk2 weeks ago
Elon Musk slams Bloomberg’s shocking xAI cash burn claims
-
News2 weeks ago
Tesla China roars back with highest vehicle registrations this Q2 so far
-
News2 weeks ago
Tesla features used to flunk 16-year-old’s driver license test
-
News2 weeks ago
Tesla dominates Cars.com’s Made in America Index with clean sweep
-
News2 weeks ago
Texas lawmakers urge Tesla to delay Austin robotaxi launch to September