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Tesla begins Supercharger CCS upgrade ahead of Model 3 rollout in Europe
It is still a couple of months before Model 3 deliveries in Europe are expected to begin, but Tesla is already starting the rollout of dual-charge CCS Superchargers in the region. The company confirmed last month that the Model 3 will be getting a CCS plug for Europe, while a CCS adapter will be introduced for the Model S and X. During its announcement for the Model 3’s charging standard for the region, Tesla noted that it would be “retrofitting our existing Superchargers with dual charge cables to enable Model 3, which will come with a CCS Combo 2 charge port, to use the Tesla Supercharger network.”
Tesla’s adoption of CCS (Combined Charging System) is a notable step for the electric car maker. CCS, after all, is prevalent in the region, being preferred by several European carmakers including BMW, Volkswagen and the Daimler group. The system combines the Type 2 design, which is used for slower AC charging at home or work, as well as with two large DC pins for rapid charging. CCS competes with the CHAdeMO rapid charging standard, which is being used by companies such as Nissan, Mitsubishi and Subaru.
Tesla owner-enthusiast Hans Noordsij visited the site of Tesla’s first dual charge Supercharger station, where he was able to take photos and meet Tesla staff who were working on the updated charging stall. Several details of the upgraded Supercharger were evident from Hans’ images, including a sign indicating that the new stations are “Model 3 Priority.”
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- One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
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- A close-up of Tesla’s CCS plug for the Model 3. (Photo: Hans Noordsij)
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- One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
Speaking to Teslarati after his trip to the Supercharger, Hans noted that Tesla was testing the connection of a Model 3 to the dual charge station when he arrived. Tesla’s staff reportedly informed him that they were aiming to add CCS connectors to every Supercharger in the Netherlands sometime in January.
We reached out to Tesla for more information about its first dual charge CCS Supercharger in Europe. The electric car maker noted that the first upgraded stations are located at the Badhoevedorp Supercharger near the Corendon Village Hotel, just outside Amsterdam. The site currently has 20 Superchargers, and Tesla is installing 8 more stalls on the site, each of which is fitted with both a CCS and a Type 2 connector. When completed, 8 out of the 28 stalls in the location would be compatible with the Model 3, S, and X, while the remaining 20 would be compatible with the flagship sedan and SUV.
Tesla plans to fully retrofit Europe’s Supercharger Network with its dual charge CCS system, allowing the Model 3 to have access to Tesla’s expansive charging infrastructure. While Tesla is in the process of retrofitting its Superchargers with CCS plugs, though, Model 3 owners in the region could expect their vehicles to smartly suggest charging stations that are fitted with the necessary connectors. The location, as well as the availability of these CCS stalls, would be displayed on the Model 3’s display.
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- A Tesla Model 3 gets connected to one of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
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- One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
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- A Tesla Model 3 gets connected to one of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
A Tesla Model 3 gets connected to one of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
Europe is a pivotal part of Tesla’s strategy for the Model 3, considering that the premium sedan segment is twice as big in the region as it is in the United States. The Model 3 is already performing well in the US, despite the country being enamored by SUVs and pickup trucks. In a market where sedans are prevalent such Europe, the Model 3’s potential is vast.
Considering that Tesla is now rolling out CCS plugs on its European Supercharger Network, the idea of Tesla sharing its charging infrastructure with other electric cars emerges once more. Tesla’s head of global charging infrastructure, Drew Bennett, addressed this in an interview with Auto Express UK, where he noted that several EV makers have already reached out to Tesla about sharing the Supercharger Network.
“We’re definitely open to talking to other car manufacturers who want to have access to the network. Capacity is a driver for our investment; it’s new routes, new markets and then capacity. A lot of car makers have spoken to us about it, but we haven’t had any conclusive discussions on it. They’re still trying to figure out what they would need in a network, but we’re a couple of years ahead of them in terms of embracing the investment required to transition to EVs,” Bennett said.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
