Tesla Sweden has mostly stayed quiet during trade union IF Metall’s strike. That is, at least, until recently, when Tesla Sweden Market Lead Jens Stark spoke with Dagens Industri about the electric vehicle maker’s current operations and the effects of IF Metall’s ongoing strike.
While some media reports have framed a narrative that is mostly centered on IF Metall’s talking points in the conflict, Stark noted that Tesla is working very closely with its employees. And so far, the Tesla Market Lead noted that the electric vehicle maker’s employees are operating as one strong team.
“We work very closely with our employees. We have just had a digital information meeting where we have asked how everyone is doing and they can also write in questions. No one asks about collective agreements. However, they want to know how they can help with different solutions in this situation,” Stark noted.
For the very first time since the strike against Tesla in Sweden started almost 5 months ago, Swedish Tesla manager speaks to media!!
This debunks all the lies IF Metall have told you since October!
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No one asks about collective agreements"
Tesla's Swedish manager after… https://t.co/lYpwjaR04Q pic.twitter.com/0kqiQ0ASNr— Nicklas ???T???♻️? (@NicklasNilsso14) March 17, 2024
Tesla Sweden has been struck not just by IF Metall. It has also been struck by sympathy strikes from the trade union’s allies. These sympathy strikes have made things more challenging for Tesla, but the electric vehicle maker has mostly found workarounds so that it could continue its operations. These workarounds have become a big reason why Tesla and IF Metall’s conflict still has no end in sight.
As noted by Dagens Industri, IF Metall’s strike against Tesla started on October 27, 2023. Thus, the protests against the electric vehicle maker have been going on for nearly five months now. That’s the longest labor market conflict in Sweden since the 1940s. Stark, however, noted in his interview that the conditions of Tesla Sweden’s employees are already comparable to those whose companies have a collective agreement.
“We know that there is a strong correlation between satisfied employees and company success, which is why we put so much effort into benefits and compensation. But also how you can grow in the company and that everyone gets shares. We place a lot of importance on our employees, contrary to the stigma that the union wants to put on us. Otherwise, over 90 percent would not have been at work,” he said.
Tesla has so far been successful in its efforts to continue its operations despite the efforts from IF Metall and its allies. The Tesla Model Y became Sweden’s best-selling car in 2023, and the company saw a sales increase of 120%. Tesla Sweden’s stellar performance in 2023 meant that the EV maker captured a 7% market share in Sweden. And while this market share has dropped to 5% during the first two months of the year, Tesla Sweden is confident that 2024 will be yet another good year.
“Yes, but at the same time we have grown by over 100% compared to the previous year. For us, March is an important month for deliveries. We feel confident that we will have Sweden’s best-selling car when we sum up the year,” Stark said.
The Tesla Sweden Market Lead’s full interview can be viewed here.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
