Tesla appears to be reaching the limits of growth in the large luxury vehicle market. Continued value generation depends on the successful launch of the Model 3.

The 1 million-square-foot facility will allow Tesla to build more Megapack battery storage units. It will be the third manufacturing plant that produces them. The first two are in Lathrop ...

Tesla clearly expects the demand for the refreshed Model 3 to jump through the roof. This further fuels speculation that it will sell the Model 3 Highland at a lower price point, about 200,000 ...

One of the reasons why Tesla doesn't seem willing to sell you a Model 3 is because the production ramp at the Fremont factory is terrible. The situation is significantly better at Giga Shanghai.

The Tesla 4680 production ramp has taken about two years longer than Tesla first planned. Most of the analysis has been based upon monthly or quarterly percentage increases in production. This has ...

Last year, Tesla updated the Megapack with more capacity, 3.9 MWh, and made it a bit bigger. The product has helped Tesla massively ramp up the deployment of energy storage capacity, which is up ...