Volkswagen faces mounting pressure to keep up with Tesla and Chinese automakers in the transition to battery-electric vehicles (BEVs), and its success in doing so could have major implications.
During the pandemic, Volkswagen fell behind in the Chinese auto market as companies like BYD, Nio, and Tesla took over, with the competition nearly doubling the market’s EV and hybrid offerings (via Bloomberg). Volkswagen’s global sales of battery-electric vehicles (BEVs) haven’t managed to accelerate as fast as rivals Tesla or BYD, and the threat of growing EV startups also looms.
In the second quarter alone, Tesla delivered 466,140 as the world’s top BEV seller, followed by BYD with roughly 328,600 units sold, according to BloombergNEF. Volkswagen had just around 145,000 sales.
Credit: Bloomberg
Now, as the presence of Chinese automakers and Tesla grows in Europe, Volkswagen is being tested by fierce competition, and the automaker risks severe consequences to the German economy, which is Europe’s largest economy. Foreign Minister Annalena Baerbock highlighted the urgency of the situation at the Münich Car Show last week.
“The auto industry is faced with the question of whether and how we will be a global leader in the future,” Baerbock said at the event. “For our nation, where the auto industry accounts for a large share of value creation, this is not just an economic issue, but also a question of security.”
Tesla’s upcoming release of the highly anticipated Cybertruck and its recently refreshed Model 3 Highland are set to increase pressures put on Volkswagen to make appealing BEVs, not to mention the U.S. automaker’s lineup-wide price cuts made throughout this year.
Meanwhile, the global EV market is growing rapidly, and BloombergNEF data predicts that BEV sales will nearly rival gas car sales in the global market by 2030, surpassing them altogether by 2031.
Credit: Bloomberg
Volkswagen hasn’t exactly had a smooth introduction to BEVs. In 2015, the company admitted to cheating on emissions standards through the use of its “clean diesel” products, and it later paid out over $9.5 billion in settlement money to vehicle owners. Today, the automaker still hasn’t rebounded to pre-pandemic production levels across vehicle segments in Germany.
“Our international competition is not sitting idle,” said Hildegard Müller, the auto lobby German Association for the Automotive Industry (VDA) leader. “Our companies are mainly generating their profits abroad, helping to keep jobs in Germany. But the pressure is rising because of weak economic growth and conditions that are no longer internationally competitive.”
Credit: Bloomberg
During the same period of time, Tesla has expanded significantly with the addition of new production facilities in Austin, Texas, within the U.S., and overseas in Shanghai, China and outside of Berlin, Germany. Earlier this year, Tesla also announced plans to debut an upcoming factory in Mexico.
In the last few years, Volkswagen has also seen a shake-up of executive power, with CEO Oliver Blume taking over for former CEO Herbert Diess last fall. Since taking over and retaining his title as head of Porsche, Blume has managed new partnerships and hopes to fix issues at Cariad, the automaker’s in-house software developer.
Earlier this week, a German publication reported that Volkswagen’s BEV plant in Zwickau, Germany would cut as many as 2,500 jobs, though the automaker hasn’t responded to the reports. The Zwickau facility has been exclusively producing BEVs since last January, and it produced a total of 218,000 units last year.
The German automaker also has plans to build a $2 billion BEV factory in South Carolina, which is expected to begin production in 2026. The plant will bring back the Volkswagen Scout as a BEV brand, along with other vehicles in the SUV and pickup segments.
Volkswagen’s Scout to build $40K electric SUV in South Carolina
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Tesla Cybertruck sales bolstered by bold Musk move, report claims
If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.
A new report from Bloomberg claims Tesla Cybertruck sales were inflated by internal buyers, meaning companies owned by CEO Elon Musk, and most notably, SpaceX.
According to a new registration data analysis, a significant portion of the fourth quarter’s Cybertruck sales came from Musk companies.
In the fourth quarter of 2025, 7,071 Cybertrucks were registered in the United States. SpaceX, Musk’s rocket and satellite company, accounted for 1,279 of those vehicles—more than 18 percent of the total. Musk’s additional ventures, including xAI, the Boring Company, and Neuralink, acquired another 60 trucks during the same period.
Tesla Cybertruck just won a rare and elusive crash safety honor
If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.
These internal sales supplemented the Cybertruck’s overall performance for the quarter, as without them, sales would have plunged 51 percent. The vehicle, which has repeatedly been called “the best product Tesla has ever made,” has fallen short of expectations due to pricing.
When first unveiled back in 2019, Tesla had a $39,990, $49,990, and $69,990 configuration for sale. Those prices inflated significantly as the truck was not released to customers until 2023. Those who had placed orders for affordable configurations were priced out.
Sam Fiorani, VP of Global Vehicle Forecasting at AutoForecast Solutions, said, “Tesla is running out of buyers for the Cybertruck.” In reality, there are probably a lot of buyers, but they simply cannot afford the truck at its current price point.
The Cybertruck was supposed to broaden Tesla’s appeal beyond its core lineup of sleek sedans and SUVs. While it has done a lot for brand notoriety, it has not lived up to its monumental expectations, and it’s simply because the truck has not been as available as most had thought.
The truck is still the best-selling electric pickup in the country, outpacing rivals like the Ford F-150 Lightning and Chevrolet Silverado EV. It is also not uncommon for companies to use their own vehicles for internal operations, like Ford using its own Transit van for Mobile Service.
However, this much inventory of Cybertrucks being purchased by Musk’s companies is not what you love to see as a fan or investor.
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Tesla Signature Model S, X owners get hit with crazy no-resale clause
With production of the Model S and X winding down to focus on next-generation projects like the Optimus robot, Tesla is building just 250 units of each model. Priced at $159,420, these exclusive vehicles come loaded with bespoke features and the full Luxe Package—but buyers must sign a binding contract before delivery that bars resale for one full year.
Tesla Signature Model S and X owners got hit with a crazy no-resale clause by the company, a move that has been used before to limit the immediate resale of a vehicle to obtain a sizeable profit.
Tesla has introduced a strict “No Resale Agreement” for its ultra-limited Signature Edition Model S and Model X Plaid vehicles, signaling the automaker’s determination to keep these final flagship models in the hands of genuine enthusiasts rather than speculators.
With production of the Model S and X winding down to focus on next-generation projects like the Optimus robot, Tesla is building just 250 units of each model. Priced at $159,420, these exclusive vehicles come loaded with bespoke features and the full Luxe Package—but buyers must sign a binding contract before delivery that bars resale for one full year.
Signature Edition Model S/X orders contain a No Resale Agreement.
Here is the document.
Additionally, here is the resale clause which states the Luxe Package does not transfer (this is not new) pic.twitter.com/CGB5QBJIL6
— The Cybertruck Guy (@cybrtrkguy) April 12, 2026
Purchasers promise they “will not sell or otherwise attempt to sell the vehicle within the first year following your vehicle’s delivery date.”
Violators face steep consequences: Tesla can pursue liquidated damages equal to $50,000 or the full amount received from any sale or transfer, whichever is greater. The company also reserves the right to refuse future vehicle sales to anyone who breaches the clause. Orders are account-specific, requiring buyers to log in with their personal Tesla account, which further complicates any informal transfers.
The restrictions extend beyond the one-year lockout. Even after the prohibition period ends, key elements of the Signature Edition’s appeal do not transfer with the car. The Luxe Package—bundling lifetime Full Self-Driving (Supervised), free lifetime Supercharging, and permanent Premium Connectivity—terminates upon any change in ownership.
While four years of Premium Service, tire, and windshield protection plans do transfer, the high-value software and charging perks effectively vanish for the second owner. This non-transferability has long been Tesla’s policy for Luxe-equipped vehicles, but it carries extra weight on a nearly $160,000 limited-run model.
Tesla’s move is a direct response to past flipping of rare editions. By tying the car to the original buyer’s account and imposing financial penalties, the company aims to curb gray-market speculation that could drive prices far above MSRP.
Critics of the no-resale clause argue that the agreement limits personal property rights and could complicate legitimate life events like relocation or financial hardship.
For now, the policy appears ironclad. Deliveries of the Signature Editions are expected to begin in May 2026, complete with Garnet Red paint, gold-accented badging, Alcantara interiors, yoke steering, and unique numbered plaques.
In an era when limited-edition vehicles often become instant investment pieces, Tesla is betting that true fans will embrace the rules. Whether the No Resale Agreement successfully protects the final chapter of the Model S and X legacy remains to be seen—but one thing is clear: these will be among the most tightly controlled Teslas ever sold.
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Tesla just tipped its hand on a major Cybercab feature as production hits Plaid Mode
Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear. On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 freshly built Cybercabs parked in the outbound lot—each one conspicuously lacking a steering wheel.
Tesla just tipped its hand on a major Cybercab feature as it is putting production into Plaid Mode, but a clear indication of what the company plans to do with the vehicle is now apparent.
Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear, and it’s doing it with full autonomy in mind.
On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 newly built Cybercabs parked in the outbound lot, each conspicuously lacking a steering wheel, and potentially pedals.
Tegtmeyer’s post highlighted the significance of this development: The images and video reveal sleek, two-seat Cybercabs in their final production form: no driver controls, no side mirrors, and the minimalist interior first unveiled at Tesla’s “We Robot” event in October 2024.
Something big has changed at Giga Texas with Cybercab production … ~ 14 in the outbound lot WITHOUT STEERING WHEELS!
Earlier this week, the production line has begun what we are all waiting for and I would expect to see many more starting on Monday, 4/20 🤠
A big step… pic.twitter.com/K17ZzBlQ8k
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) April 17, 2026
These units contrast with earlier test vehicles spotted at the factory’s crash-test area, which carried temporary steering wheels and pedals to meet current federal regulations during data-collection phases.
The outbound-lot vehicles appear complete, with production wheels, tire stickers, and the signature Cybercab styling ready for deployment.
This sighting represents a pivotal transition. Tesla designed the Cybercab from the ground up as a purpose-built robotaxi, engineered for unsupervised Full Self-Driving (FSD) operation. Removing manual controls eliminates cost, complexity, and weight while maximizing interior space and range.
The move also signals that Tesla has cleared initial validation hurdles and is now building vehicles to the exact specification intended for commercial robotaxi service.
Industry watchers note the timing aligns with Tesla’s broader rollout plans. Production of early Cybercabs began in late 2025 and early 2026, primarily for internal testing and regulatory compliance.
Federal Motor Vehicle Safety Standards currently limit vehicles without steering wheels to 2,500 units per year without exemption, a cap that Tesla is navigating through ongoing filings.
Tesla Cybercab spotted next to Model Y shows size comparison
The appearance of steering-wheel-free units in the outbound lot suggests the company is preparing a small initial fleet—likely for Austin pilot operations or further validation—while pushing for regulatory relief to scale output.
The development comes as Tesla ramps its dedicated Cybercab line at Gigafactory Texas. If the Monday surge materializes as predicted, observers expect dozens more units to accumulate rapidly.
With unsupervised FSD advancing and regulatory conversations ongoing, these wheel-less Cybercabs parked under the Texas sun represent more than hardware—they embody Tesla’s bet that autonomous mobility is no longer a prototype dream but an imminent reality.
Tesla Cybertruck sales bolstered by bold Musk move, report claims
Tesla Signature Model S, X owners get hit with crazy no-resale clause
