Earlier this month, Elon Musk remarked on Twitter that the Tesla Semi’s 500-mile range variant would begin shipping this year. This is not the first time that Musk announced the Semi’s impending release, so his recent statement was met with some skepticism even among EV enthusiasts. A recent post from Tesla’s Instagram account, however, suggests that a Tesla Semi 2022 release may indeed be feasible.
Tesla’s official Instagram account briefly uploaded an Instagram Story featuring the all-electric Class 8 truck. And though the post was quickly removed by Tesla, the Instagram Story’s caption, “Tesla Semi ships later this year,” could not be any clearer. The post was comprised of several new shots of the Semi in action, both on the highway and in a Megacharger.
The Tesla Semis that were featured in the briefly-posted Instagram Story were the company’s new prototypes, which feature some subtle but notable differences compared to the original Semis that were unveiled in late 2017. These include extended windows, new door handles, and side mirrors that look production ready.
Tesla’s reasons behind its decision to pull its Instagram Story about the Semi’s 2022 release remain unknown, though it’s evident that the videos were intended to promote the upcoming Class 8 truck. The quality of the Tesla Semi footage was high, and each shot of the truck was new. Perhaps the reason behind the Instagram Story’s removal was simply the timing of the post itself.
The Tesla Semi has the potential to be one of the company’s most disruptive vehicles, but it is also one of the most delayed. The Class 8 truck was unveiled back in late 2017, a time when Tesla was still figuring out a lot of its mass production techniques. Tesla is a far different company today, from its mass production capabilities to its use of next-generation battery cells. Considering how much Tesla has matured over the past few years, an ambitious vehicle like the Semi seems like a good fit for the company today.
Prior to his recent post about a Tesla Semi 2022 release on Twitter, Elon Musk has adopted a pretty conservative stance on the Class 8 truck. The CEO did provide a number of exciting tidbits about the upcoming vehicle, however, such as its potential use of 800-volt architecture. Speculations are also high that the Tesla Semi will be using the company’s next-generation 4680 cells, possibly similar to the Cybertruck.
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Tesla Model Y leads as weekly registrations in China hit Q3 high
Out of Tesla China’s 15,350 registrations, the Model Y once again accounted for the majority.

Tesla recorded 15,350 insurance registrations in China during the week of September 8–14, marking a 7.3% increase compared to the prior week. The figure also represents the highest weekly result so far in the third quarter of 2025.
Model Y still leads demand
Out of the 15,350 registrations, the Model Y once again accounted for the majority. Data shows 9,460 registrations for the standard Model Y, complemented by 1,030 units of the newly launched extended wheelbase, six-seat Model Y L. Tesla also logged 4,860 Model 3 sedans for the week as well, as noted in a CNEV Post report.
The Model Y L, which debuted in late August, registered a modest uptick from the 900 registrations it saw the week before. Volumes remain relatively low, suggesting that the variant will not meaningfully change Tesla’s third-quarter sales trajectory. That being said, Tesla China’s previous comments about the Model Y L’s demand suggest that an uptick in registrations may be coming in the next weeks.
The ramp of the Model Y L will likely be a notable topic among Tesla watchers, as its ramp will still be quite a task despite the vehicle being just a new variant of the all-electric crossover. With this in mind, meaningful numbers of Model Y L registrations may hit their pace in the next quarter instead.
Tesla China’s momentum
As per data from the China Passenger Car Association (CPCA), Tesla’s retail sales in August 2025 totaled 57,152 units. That figure marked a 9.9% decline from August 2024’s 63,456 units, but a significant 40.7% increase from July’s 40,617 deliveries.
Quarter-to-date, Tesla China’s results show a 34.4% gain compared to the previous quarter but remain down 11% year-over-year. Year-to-date, Tesla is down about 7% in China versus the same period in 2024. With only a couple more weeks before the end of the third quarter, Tesla China’s registrations may help determine whether the company could catch up to its 2024 numbers this year.
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Tesla Supercharger access has proven to be a challenge for one company
Interestingly, it seems to be the Volkswagen brand specifically that is having issues with compatibility with Tesla Superchargers. Other brands under the VW umbrella, like Audi and Porsche, have already gained access to the charging network.

Tesla Supercharger access has proven to be quite the challenge for one company, as it continues to delay the date that it will enable its owners to charge at the most expansive network in the world.
Tesla Superchargers have been opening up to other brands for well over a year, and many car companies that are manufacturing electric vehicles now have access to the vast network that has over 70,000 locations worldwide.
Tesla to launch Supercharger access for VW owners later this year
However, one brand has experienced some issues with what it is calling “technical challenges,” specifically failing to enable cross-compatibility between its vehicles and Tesla Superchargers.
Volkswagen has had to delay its ability to enable customers to charge at Superchargers because there have been some difficulties getting things to run smoothly. A report from PCMag cites a quote from a Volkswagen spokesperson who said there are still plans to deliver this year, but there have been some delays:
“Volkswagen looks forward to making it possible for ID. Buzz and ID.4 vehicle owners to gain access to the Tesla NACS Partner Superchargers. The timeline has been delayed by technical challenges, and we ask for customers’ patience. We still expect to deliver access this year.”
Interestingly, it seems to be the Volkswagen brand specifically that is having issues with compatibility with Tesla Superchargers. Other brands under the VW umbrella, like Audi and Porsche, have already gained access to the charging network.
Volkswagen EV owners will need to use an official VW adapter to access the Tesla Supercharger Network once the issues are resolved. It still plans to launch access to its owners later this year, but its spokesperson did not announce any planned timeline.
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Tesla Giga Berlin makes big move amid strong sales and demand
“We currently have very good sales figures and have therefore revised our production plans for the third and fourth quarters upwards.”

Tesla is making a big move at its factory in Germany, known as Giga Berlin, as managers at the plant have indicated the company plans to increase its production rate for the remainder of the year.
Giga Berlin is responsible for manufacturing Model Y vehicles for several markets worldwide, including those outside of Europe. It was opened in March 2022, and it recently built its 500,000th Model Y in March and its 100,000th new Model Y just three weeks ago.
Due to some encouraging sales figures in the markets it provides vehicles for, Tesla said it is planning to increase production at the factory for the remainder of the year.
Andrè Thierig, plant manager at Giga Berlin, said to German news outlet DPA on Sunday that market data has encouraged a move to be made regarding the production at the factory:
“We currently have very good sales figures and have therefore revised our production plans for the third and fourth quarters upwards.”
It is interesting to see this kind of narrative from Thierig, especially as data has shown Tesla has struggled in various markets, including Germany, this year.
Sales drops have been reported, but other markets are holding strong, especially those in Northern Europe, such as Norway, where the Model Y saw a nearly 39 percent increase in sales in August compared to the same month the previous year.
Gigafactory Berlin supplies vehicles for other markets, such as Canada, Australia, and New Zealand, which are strategically important to avoid tariffs. It also builds cars for the Middle East.
Thierig reiterated this point during the interview with DPA:
“We supply well over 30 markets and definitely see a positive trend there.”
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