Out of every 10 electric cars registered in the United States in 2020, nearly eight of them were built by Tesla.
New data from Automotive News shows that Tesla owned 79% of the total EVs registered in the U.S. in 2020, leaving only 21% for the other manufacturers to divide up between themselves. This overwhelming domination is also followed by somewhat obvious premonition: Tesla’s four currently-offered electric cars made up four of the top five spots. With the Chevy Bolt EV taking third, the Model 3, Model Y, Model X, and Model S took first, second, fourth, and fifth place, respectively.
Tesla’s Domination of the U.S. EV Sector
It is no secret Tesla has dominated the EV sector across the world. With its industry-leading software, battery tech, and performance specifications, if someone is going to buy an electric car, it should be a Tesla most of the time. U.S. consumers agree with this statement, especially after nearly 80% of all EVs in the United States in 2020 were built by the Elon Musk-headed company. Tesla’s dominant charge was led by the Model 3, as it was registered 95,135 times in 2020, according to the data. The Model Y came in second with 71,344, the Model X in fourth with 19,652, and the Model S in fifth with 14,430.
It is no surprise the Model 3 and Model Y, Tesla’s two most affordable cars, dominated the table. The third-place Chevy Bolt EV trailed the second-place Model Y by 51,680 units, making it a head-and-shoulders lead by the two Tesla vehicles.
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The Model Y and Model 3 are comparable with the same overall look and interior design, one is just slightly more prominent as the Y is a crossover. The Model 3 sedan is no joke either, mainly because it is the most popular EV globally. Its affordability, versatility, and three offered variants make it the ideal choice for basically anyone who has any desire. Whether it’s a daily driver or something to take on speedy weekend drives, the Model 3 fits the bill for nearly anyone.
Growth filed in by manufacturing
Tesla saw a 16% increase in vehicle registrations in 2020 compared to 2019. With more cars being offered, it is no surprise that there is some growth in terms of the U.S. market. The Model Y finally gave Tesla the chance to compete in a highly-competitive crossover SUV market. With more people under the impression that electric powertrains are the way to go, Tesla shouldn’t see any declines for the foreseeable future. However, the company will have to deal with increased demand through a series of production plant projects. One of which is already underway in Austin, as Giga Texas nears its first production runs scheduled for this Summer.
Elon Musk has plans to open a third production facility sometime within the next few years. In an interview with Automotive News in 2020, the Tesla CEO indicated that the next U.S.-based facility would be operating in the Northeast region of the United States. This would effectively allow all three plants to control the United States in thirds: Fremont would take care of S and X production as a whole, but 3 and Y builds would stay in the Western-third of the country. Giga Texas will control the center of the U.S., and the unannounced third U.S. Gigafactory would take care of owners and orderers in the Eastern third of the country.
Musk said:
“I think at some point, there will be a third Gigafactory [in the U.S.]. I’d imagine, you know, closer up North, Northeast, most likely.”
Production efficiencies have also been a major point of focus for Tesla as manufacturing has been an issue that Musk intends to improve upon constantly. The company has made several moves toward automation and has used things like the Giga Press to improve manufacturing efficiency. It eliminated 69 total parts from the Model Y’s rear casting, increasing quality while decreasing the time spent to build a single cast. Eventually, Musk says the Model 3 will also use a single-piece casting.
Tesla will have its work cut out for it within the next several years. With new manufacturers like Rivian and Lucid joining the EV sector this year, Tesla will have its first batch of all-electric competition in the U.S.
Elon Musk
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Space Force drops ULA for SpaceX on GPS launch after Vulcan rocket anomaly investigation halts flights.
The U.S. Space Force announced today it is switching an upcoming GPS III satellite launch from United Launch Alliance’s Vulcan rocket to a SpaceX Falcon 9, a move that is as much a reflection of Vulcan’s mounting problems as it is a validation of SpaceX’s growing dominance in national security space launch. The GPS III Space Vehicle 09, originally contracted to fly on Vulcan this month, will now target a late April liftoff on Falcon 9, marking the fourth consecutive GPS III satellite the Space Force has moved to SpaceX after contracts were originally awarded to ULA.
The immediate trigger is a solid rocket motor anomaly that occurred on February 12 during Vulcan’s USSF-87 mission. Although the payloads reached orbit and ULA declared the mission successful, the company characterized the malfunction as a “significant performance anomaly” and has since paused all military launches on Vulcan pending a root cause investigation.
“With this change, we are answering the call for rapid delivery of advanced GPS capability while the Vulcan anomaly investigation continues,” said Systems Delta 81 Commander Col. Ryan Hiserote. “We are once again demonstrating our team’s flexibility and are fully committed to leverage all options available for responsive and reliable launch for the Nation.”
The broader reality is that SpaceX’s reliability record and launch cadence have made it the path of least resistance for the Pentagon, and bodes well with Elon Musk’s plans to IPO SpaceX sometime this year. Its Falcon 9 is the most flight-proven rocket in history, and the Space Force’s Rapid Response Trailblazer program was specifically designed to enable exactly this kind of provider swap for GPS missions, and effectively building SpaceX’s flexibility into the national security launch architecture by design.
For ULA, the stakes are existential. The company entered 2026 with aspirations of finally turning a corner after years of Vulcan delays, with interim CEO John Elbon pointing to a backlog of over 80 missions as reason for optimism. Meanwhile, SpaceX’s contracts with the Space Force have given it a formal pathway to take on even more national security launches going forward.
The significance of today’s announcement extends beyond one satellite swap. It reinforces that America’s most critical space infrastructure, including GPS, missile warning, and beyond, is increasingly dependent on a single commercial provider.
News
Tesla Full Self-Driving gets huge breakthrough on European expansion
All documentation for UN R-171 approval and Article 39 exemptions has been submitted, with RDW now conducting its internal review. Approval in the Netherlands is expected on April 10, shifted from the original March 20 target, following 18 months of rigorous collaboration.
Tesla Full Self-Driving has gotten a huge breakthrough as the company is still planning big things for its European expansion, hoping to bring the impressive platform into the continent after years of attempts.
Tesla Europe has announced a major breakthrough: the company has officially completed the final vehicle testing phase for Full Self-Driving (Supervised) in partnership with the Dutch vehicle authority RDW.
All documentation for UN R-171 approval and Article 39 exemptions has been submitted, with RDW now conducting its internal review. Approval in the Netherlands is expected on April 10, shifted from the original March 20 target, following 18 months of rigorous collaboration.
Together with RDW, we have officially completed the final vehicle testing phase for Full Self-Driving (Supervised) and have submitted all documentation required for the UN R-171 approval + Article 39 exemptions. The RDW team is now reviewing the documentation and test results…
— Tesla Europe, Middle East & Africa (@teslaeurope) March 20, 2026
The process has been exhaustive. Tesla said it has logged more than 1.6 million kilometers of FSD (Supervised) testing on European roads, conducted over 13,000 customer ride-alongs, executed 4,500+ track test scenarios, produced thousands of pages of documentation covering 400+ compliance requirements, and completed dozens of independent safety studies.
The company expressed pride in the partnership and anticipation of bringing the feature to “patient EU customers” soon after approval.
Europe’s regulatory landscape has presented steep challenges for Tesla’s advanced driver-assistance systems. The EU enforces some of the world’s strictest safety standards under the United Nations Economic Commission for Europe framework, particularly UN Regulation 171 on Driver Control Assistance Systems.
Unlike the more permissive U.S. environment, European rules historically limited system-initiated maneuvers, required constant driver supervision, and demanded country-by-country or bloc-wide exemptions. Tesla faced repeated delays, with initial February 2026 targets pushed back amid RDW’s insistence that safety, not public or corporate pressure, would govern timelines.
Tesla Europe builds momentum with expanding FSD demos and regional launches
A former Tesla executive warned in 2024 that certain regulatory elements could slip to 2028, highlighting bureaucratic hurdles, extensive audits, and the need for harmonized data privacy and liability frameworks across fragmented member states.
Yet progress is accelerating. Amendments to UN R-171 adopted in 2025 now permit hands-free highway lane changes and other automated features, clearing technical barriers. Once the Netherlands grants national approval, mutual recognition allows other EU countries to adopt it immediately, potentially leading to an EU-wide rollout by summer 2026.
This European breakthrough is part of Tesla’s broader push into foreign markets. Full Self-Driving (Supervised) is already live in the United States and expanding rapidly.
In China, where partial approvals exist, CEO Elon Musk has targeted full rollout around the same February–March 2026 window, despite lingering data-security reviews.
Additional markets, including the UAE, are slated for early 2026 launches. These expansions are critical as Tesla seeks to monetize software amid softening EV demand globally.
For European Tesla owners, the wait appears nearly over. Approval would unlock advanced autonomy features that have long been available elsewhere, marking a pivotal step in Tesla’s global autonomy ambitions and reinforcing its commitment to navigating complex international regulations.
Elon Musk
Tesla’s $2.9 billion bet: Why Elon Musk is turning to China to build America’s solar future
Tesla looks to bring solar manufacturing to the US, with latest $2.9 billion bet to acquire Chinese solar equipment.
Tesla is reportedly in talks to purchase $2.9 billion worth of solar manufacturing equipment from a group of Chinese suppliers, including Suzhou Maxwell Technologies, which is the world’s largest producer of screen-printing equipment used in solar cell production. According to Reuters sources, the equipment is expected to be delivered before autumn and shipped to Texas, where Tesla plans to anchor its next phase of domestic solar production.
The move is a direct extension of a vision Elon Musk has been building for months. At the World Economic Forum in Davos this past January, Musk announced that both Tesla and SpaceX were independently working to establish 100 gigawatts of annual solar manufacturing capacity inside the United States. Days later, on Tesla’s Q4 2025 earnings call, he made the ambition concrete: “We’re going to work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.”
Job postings on Tesla’s website reflect that same target, with language explicitly calling for 100 GW of “solar manufacturing from raw materials on American soil before the end of 2028.”
Tesla job listing for Staff Manufacturing Development Engineer, Solar Manufacturing
The urgency behind the latest solar manufacturing target is rooted in a set of rapidly emerging pressures related to AI and Tesla’s own energy business. U.S. power consumption hit its second consecutive record high in 2025 and is projected to climb further through 2026 and 2027, driven largely by the explosion in AI data centers and the broader electrification of transportation. Tesla’s own energy division, which produces the Megapack utility-scale battery storage system, has been growing rapidly, and solar supply is a critical companion component for the business to scale. Musk has argued that solar is not just a clean energy option but the only one that makes economic sense at the scale AI infrastructure demands.
Tesla lands in Texas for latest Megapack production facility
Ironically, the path to domestic solar independence currently runs through China. Sort of.
Despite Tesla’s stated push to localize its supply chain, mirrored recently by the company’s plan for a $4.3 billion LFP battery manufacturing partnership with LG Energy Solution in Michigan, Tesla still relies on China-based suppliers to keep its cost structure intact.
The $2.9 billion equipment deal underscores a tension Musk himself acknowledged at Davos: “Unfortunately, in the U.S. the tariff barriers for solar are extremely high and that makes the economics of deploying solar artificially high, because China makes almost all the solar.” Building the factory in America requires buying the machinery from the country Tesla is trying to reduce its dependence on.
Tesla named by U.S. Gov. in $4.3B battery deal for American-made cells
The regulatory pathway adds another layer of complexity. Suzhou Maxwell has been seeking export approval from China’s commerce ministry, and it remains unclear how quickly that clearance will come. Still, the market has already reacted, with shares in the Chinese firms reportedly involved in the talks surged more than 7% following the Reuters report that broke the story.
Whether Tesla can hit its 2028 target of 100GW of solar manufacturing remains an open question. Though that scale may seem staggering, especially in such a short timeframe, we know that Musk has a documented history of “always pulling it off” in the face of ambitious deadlines that may slip. But, rest assured – it’ll get done.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Tesla Full Self-Driving gets huge breakthrough on European expansion
