Former Tesla co-founder JB Straubel’s battery recycling startup Redwood Materials announced recently that it had come to terms with Envision AESC for cell recycling efforts. After CNBC initially reported the partnership yesterday, Teslarati spoke to the battery recycling startup, indicating there are plenty of details that make the pairing ideal for the entire EV sector.
While Redwood’s most recent announcement sheds light on a partnership with AESC, it is not the only contributor to the batter recycling efforts that Straubel’s company is working on. With the conglomerate’s announcement, Redwood now works with the two largest battery manufacturing companies in North America. Along with AESC, Redwood is also working with Panasonic, Tesla’s supplier at its factory in Sparks, Nevada, known as the Tesla Gigafactory. While Envision AESC works out of Tennessee, Redwood has established two battery cell producers in separate regions of the United States, working on expanding its footprint of possible EV manufacturers who need assistance in responsibly disposing of their batteries.
Resuing battery materials will eliminate some criticism regarding mining, which can be hazardous to the environment. Ultimately, Redwood aims to give EV manufacturers the ability to reuse their materials, and it has gotten to the point that the difference between new and recycled materials is relatively “indistinguishable,” Straubel said.
However, Bill Williams, Envision AESC’s Director of Business Development, also chimed in on the partnership with Redwood. The two companies’ goals of sustainability and cost-effectiveness will help the development of the electric vehicle sector, along with the ongoing production of energy storage products that are becoming more popular.
Williams said:
-->“Envision AESC’s partnership with Redwood Materials will allow all production scrap from our US factory to be recycled, and, eventually, for Redwood to supply material for AESC. This circular supply chain supports Envision AESC’s deep commitment to sustainability and already creates substantial cost savings for Envision AESC that will be passed down to future electric vehicles and energy products.”
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Two Tesla Execs linked to advanced recycling startup Redwood Materials
Batteries from AESC’s facility in Smyrna, Tennessee, are being used to power electric buses, energy storage units, and the Nissan LEAF, among many other products, a Redwood spokesperson told Teslarati. Additionally, the material being received by Redwood from both the Tesla Gigafactory makes up for more than 1 GWh of material from Panasonic alone. This is ultimately fueled by the expansion of the Gigafactory, and the material received by Redwood will return to Panasonic and be put into new batteries, according to Redwood’s spokesperson.
Redwood will recycle all production scrap from any of its partners, including cathode and anode materials and cells or battery modules that don’t pass validation and are past the point of repair. The goal of its partnership with AESC is to produce material that could eventually be returned to the supplier as a part of a fully circular supply chain, eliminating the need for massive mining pushes or extensive contracts with battery material suppliers, the spokesperson added.
-->Redwood’s development of recycled goods will eventually turn the EV sector into an even more sustainable industry that could lead to the complete phase-out of combustion engines altogether. If batteries are sourced properly as the EV sector continues to grow, many of the cars on the road could contain recycled materials thanks to Redwood’s initiative, turning the already Earth-friendly EV sector into one of the most sustainable industries globally.
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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
