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Tesla’s first EV plant stoppage begins at Fremont Factory

Credit: Met God In the Wilderness

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Tesla’s first electric vehicle plant stoppage has started at the Fremont Factory, just a week after CEO Elon Musk said production facilities would be closed at various times throughout the third quarter to perform plant upgrades.

Musk said during the Q2 Earnings Call last week that Q3 production would be down as the company upgraded its production facilities, perhaps to make way for new vehicles:

“Although, we expect that Q3 production will be

Tesla is likely preparing production lines for new vehicle builds of the Model 3, as well as some reorganizing to make more room at the space-confined Fremont Factory.

For the last few months, we have reported on several upgrades that occurred at Fremont. These filings with the City of Fremont detailed tool installs, line upgrades, and space improvements.

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Production Line Upgrades: Tesla will demo and update a production line at Fremont, perhaps for new Highland Model 3

Space Improvements: Tesla makes way for improvements at space-confined Fremont Factory

It appears that Tesla is already beginning the upgrades at Fremont, as noted by Met God in the Wilderness on YouTube, who flies a drone over the production plant once a week.

Logistics lots are nearly empty, entrances to those lots are closed, and haulers are nowhere to be seen, likely because there is nothing rolling off the production line as of right now.

We also checked Fremont’s filings, and nothing has been submitted or posted to the website in four days, which is somewhat unusual. They also mentioned a Tool Install and Process Relocation in two of the more recent filings.

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tesla logistics lot at fremont factory

Credit: Met God In the Wilderness

Additionally, there is very little movement in casting and manufacturing portions of the factory:

tesla factory shut down for upgrades

Credit: Met God In the Wilderness

Rumors of Tesla’s Model 3 Highland have circulated as of late, and because of several on-road sightings over the past few months, we are led to believe the new, redesigned sedan is likely the reason for these upgrades.

Tesla has even listed some filings at Fremont with the Highland name.

Tesla’s ‘Project Highland’ has been in motion for six months

Tesla has not confirmed that the stoppages are occurring at Fremont, and they do not operate a press department. However, with how busy the factory is on a normal day, it is unlikely that things are this slow for any reason other than the plant is getting upgrades as Musk said it would just last week.

https://youtu.be/0XM6Sb5TTFc

Please email me with questions and comments at joey@teslarati.com. I’d love to chat! You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Quotes via Seeking Alpha

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Service just made a simple change for iOS users that makes a big difference

The Live Activities will now provide owners with a quick view of the service status on their vehicle, including the expected arrival time of the repair technician, the actual arrival time, and the estimated completion time.

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Credit: Tesla

Tesla has improved the transparency and communication it has with customers when their vehicles are being serviced with a very simple addition to its app.

The addition will only impact iOS users as it utilizes Apple’s Live Activities feature, which is utilized for other Tesla features, most notably during Supercharging to alert owners of their state of charge, charging rate, session cost, and time remaining.

Now, Tesla is using the Live Activities feature of iOS to alert customers of the status of a repair through Service, something that definitely improves the overall interaction between the owner and the company.

The Live Activities will now provide owners with a quick view of the service status on their vehicle, including the expected arrival time of the repair technician, the actual arrival time, and the estimated completion time.

Credit: @robkten | X

It also uses Apple’s Dynamic Island for an even more streamlined look at repair status.

The change was first noticed by Not a Tesla App. Some owners have said that the change has been available for about two months, but we had also not noticed it until now.

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Tesla has been working to improve its Service division, especially over the past few months, as Raj Jegannathan, Vice President of IT/AI-Infra, Apps, Infosec, and Vehicle Service Operations, has revealed the company is working to make things easier for owners.

It is no secret that getting in touch with Tesla Service is easier said than done. In fact, CEO Elon Musk has even had to step up on X to get some issues resolved.

Elon Musk is stepping up for Tesla Service in a big way

But Tesla has done a good job of confronting the shortcomings, especially when it comes to communication between the Service Center and owners.

It started a pilot program at select service locations that shared local and regional leader contact information so customers could reach out if they had an issue with diagnostic, warranty, or estimate issues.

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Tesla also enabled an extended in-app messaging option, which gives owners 24 hours to contact Service regarding any complaints they might have. Previously, the messaging option was only available for two hours.

The small change made to utilize Live Updates gives Tesla owners the opportunity to peek at their Service status without being overly communicative and pestering employees. It’s a small change, but it’s a good one.

Unfortunately, it is not available for Android users quite yet.

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Tesla job postings seem to show next surprise market entry

The company has several job postings for various roles, including Associate Sales Manager, Advisors in Sales and Delivery, and Service Technicians.

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Credit: Felipe Marambio | LinkedIn

Tesla’s recent job postings on its Careers website seem to show its next market entry, and it is a bit of a surprise.

Moving forward, Tesla is basically looking to expand its footprint wherever possible. It has already made a major splash in various global markets, and it has managed to make its way to several regions where things were more difficult and delayed.

Most notably, this includes India, where Tesla just recently started operations.

However, the company is now looking to expand in the Western Hemisphere, and recent job postings from Tesla show that it has its eyes set on a new South American market: Colombia.

The company has several job postings for various roles, including Associate Sales Manager, Advisors in Sales and Delivery, and Service Technicians.

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The locations include Medellin and Bogota, two of Colombia’s most populated and important regions.

Tesla’s presence in South America is extremely limited, and if it decides to launch in Colombia in the coming weeks, it will only be the second country on the continent where the company has a dedicated presence.

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Tesla has only two Supercharger locations in all of South America, both in Chile, and both are located near Santiago, a major city situated in the center of the country. One major thing Tesla will need to do after launching in more countries across South America is to establish a more dedicated charging presence.

Tesla Superchargers follow Model 3 and Model Y to South American country

It is surprising Tesla has not tried to enter Argentina or Brazil, but demand has to be there, and South America is not necessarily a hotbed for electric vehicles.

However, last year saw significant growth in the market for EV demand, with a 187 percent increase year over year, led by Brazil and Uruguay. These statistics come from Bloomberg.

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Investor's Corner

Tesla Q3 deliveries could exceed expectations: Wolfe Research

“Q3 is poised to be a strong quarter,” the firm noted.

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Credit: Tesla China

Tesla (NASDAQ:TSLA) could deliver a stronger-than-expected third quarter, as per Wolfe Research, which stated that the EV maker’s vehicle deliveries could reach between 465,000 and 470,000 units this Q3 2025. 

Such results would represent a 22% increase from Q2, topping consensus estimates of 445,000. “Q3 is poised to be a strong quarter,” the firm noted.

U.S. and China demand

In the U.S., Wolfe attributed part of the volume lift to consumers accelerating purchases ahead of the expiration of a $7,500 federal EV tax credit. The firm is also optimistic about China’s deliveries, which the firm noted is trending above prior expectations. Wolfe estimated 165,000–170,000 deliveries in China for the third quarter, or about 10,000 more than its earlier forecast, as noted n a Yahoo Finance report.

The firm noted that these figures do not yet include meaningful contributions from the newly launched Model Y L. “We estimate 165-170k deliveries in Q3, or ~10k above our prior est,” Wolfe stated, though these volumes “largely do not reflect the recent launch of the Model Y L.”

Earnings outlook

Wolfe noted that it expects Tesla’s Q3 earnings per share to fall between $0.55 and $0.60, which is above the current consensus of $0.49 per share. The firm forecasts automotive gross margins, excluding regulatory credits, of about 16.5% to 17%. 

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Looking ahead, Wolfe warned that Q4 could prove more challenging due to U.S. demand being pulled forward by tax incentives. Still, Wolfe suggested that factors like stronger seasonal demand in China and Europe could become tailwinds that could help the company’s volumes in the fourth quarter. The ramp and rollout of the Model Y L and upcoming affordable models could also help bolster the company’s Q4 volumes.

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