Elon Musk previously mentioned that he’s interested in sending off Tesla’s new flagship vehicle - the Cybertruck - to other parts of the world. We’ve seen trucks pop up everywhere, from Britain, Germany, Dubai, and China.
When the Cybertruck launched, it was immediately available for purchase in the U.S., while Canadian deliveries only began last month. Beyond its arrival in Canada, however, there has been no official word about the Cybertruck being introduced to other countries.
Elon Musk mentioned that the Cybertruck would have to see some potential design changes to adhere to regulations in some regions - such as rounding off some of the edges of the Cybertruck to adhere to European safety requirements. While these changes haven’t necessarily been made just yet, Tesla has indicated they do eventually intend to offer the Cybertruck for sale globally.
Chinese Registration
Tesla has officially registered the Cybertruck with the Minister of Industry and Information Technology and acquired the Automobile Energy Consumption Label. That’s the equivalent of the North American Monroney Sticker - a label that must be adhered to the vehicle somewhere at either import or completion of manufacturing.
The label is public information, and thanks to @MrTeslaTom on X, we’ve got a breakdown and translation of the sticker. We stuck with the key information here, and we’ll break down what it means afterward.
Manufacturer: Tesla (Shanghai) Co., Ltd.
Model: CTTM
Gross Vehicle Weight: 3,104 kg
Maximum Design Total Weight: 3,700 kg
Drive Type: Pure Electric
Rated Drive Motor Power: 206/222/222 kW
Range: 618km
Production Date: December 11, 2024.
There’s nothing particularly unusual here, but the manufacturer is listed as Tesla (Shanghai) Co., Ltd. Interestingly, Tesla’s imported Model S and Model X vehicles are also labeled as manufactured by Tesla Shanghai, despite being produced in the United States—just like the Cybertruck.
As such, we don’t necessarily expect Giga Shanghai to start producing Cybertrucks just yet, but it could be possible in the future. However, this sticker is necessary for the sale of Cybertrucks in China - and with its arrival, we expect Tesla to release the truck in the country soon.
Chinese Foundation Series?
When the Cybertruck finally arrived in Canada, it was initially offered as a Foundation Series, even though the Foundation Series had already ended in the US. Tesla is likely to offer the Foundation Series again to its first Chinese customers, just as it did in Canada.
We’d be surprised if Tesla skipped the Foundation Series in China. It’s much more lucrative for Tesla because it bundles several services and accessories into the Cybertruck’s price. The Foundation Series includes lifetime Premium Connectivity, FSD, Powershare capability, and several accessories.
In addition, many well-to-do customers are more willing to purchase an exclusive model—like the Foundation Series with its special dash and exterior etchings—at a higher price in China.
All in all, it looks like Tesla is preparing to release a Foundation Series Cybertruck in China, possibly with deliveries beginning in mid 2025.
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Tesla’s Giga Texas factory usually gives us the first site of Tesla’s upcoming products. We first saw the Cybertruck and Model Y castings here. With Giga Texas being one of Tesla’s largest factories, it’s logical that most products would originate here.
Tesla has also stated that it intends to manufacture the Cybercab, Semi, the next-generation vehicle, and Optimus at Giga Texas over the coming years. The affordable vehicle and Cybercab were originally intended to be manufactured at Giga Mexico, but the plans for that facility were waylaid by changes in economic policy.
Robotaxi Castings
These new castings were spotted by Joe Tegtmeyer, who regularly does drone flights of Giga Texas. Joe pointed out that these castings don’t look like the usual Model Y or Cybertruck castings usually seen outside Giga Texas.
With an eagle eye, @minusYCore on X also spotted some interesting text on the frames holding the castings up. In particular, the castings say “RTTX050” and “W68-RSF AS-CAST”. These could be interpreted as ‘Robotaxi Texas’ and ‘Rear SubFrame.’ The as-cast portion indicates that these particular castings haven’t been trimmed yet, according to the X user.
These castings are much flatter and appear to be a different size than the castings found elsewhere throughout Giga Texas, indicating that they are intended for a different product entirely.
It’s possible that these are the first castings used by Tesla to test their unboxed assembly process, which the Cybercab is expected to rely on. If you take a closer look at the video below, you’ll note that these new castings look very similar to the ones in the unboxed assembly video.
Interestingly, Tesla did say that they don’t intend to have the Cybercab available for customers before late 2026 or early 2027, but we’ll likely hear updated timelines as Tesla’s Q1 2025 Earnings Call tomorrow.
A more vertical look at the castings.
@JoeTegtmeyer
New Giga Presses
To top it all off, new parts for a Giga Press - the machine Tesla uses to make these castings - were also sighted in Texas. These machines are few and far between, and each one is highly specialized for the particular vehicle it produces. Seeing new parts coming in usually indicates that a new assembly line is under construction, or that changes are being made to an existing line to either expand it or update it.
There’s a lot happening and we will hopefully know more tomorrow evening.
Tesla’s first large-scale partner for the Tesla Semi - PepsiCo - is building out another Semi Megacharger site per a recent filing found by MarcoRP. Building out these Semi charging sites is expensive due to their much higher power output when compared to Superchargers.
Name Change
Interestingly enough, Tesla appears to have shifted its terminology recently, now often referring to the Semi’s high-power charging solution as Tesla Semi Chargers instead of the previously common "Megachargers." Regardless of the name, these chargers are crucial for the Semi. They’re designed to deliver 1.2 megawatts of charging power capable of adding hundreds of miles of range in roughly 30 minutes.
Frito-Lay Site
The new site detailed in the recent filing will be located at a Frito-Lay production plant on Hageman Road in Bakersfield, California. Permits were filed just a couple of days ago for the installation of eight Tesla Semi Charger stalls along with their associated electrical equipment.
This facility adds to PepsiCo's existing network of chargers, supporting the Tesla Semis operating out of their Sacramento facility, and highlights Bakersfield as the next expansion of the Semi’s operational area. Notably, this new Frito-Lay charging site is strategically located just five miles (approx. 8 km) away from a massive future public charging complex Tesla is planning on Kelton Way.
Kelton Way Charging Complex
Tesla’s planned charging complex in Bakersfield, which is just down the road, will feature 72 Supercharger stalls, as well as 18 Semi charger stalls. According to pre-permits filed last month, this site will be fairly large and accessible to both the public and Tesla’s partners.
A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.
@MarcoRPi1 on X
Tesla plans to develop a vacant plot right off the interstate into a large charging hub, which is now the second major public Semi Charger site we’ve heard about. For now, these sites will remain rare, but we expect that Tesla and its partners will be happy to expand them out further as required.
Carson Semi Charger Site
These Bakersfield developments – both the private Frito-Lay site and the large public Kelton Way hub will help lay out the necssary infrastructure for the Tesla Semi, much like the early days of Tesla’s Superchargers. Since Semi cannot be charged at a Supercharger site (the MCS plug is notably different than NACS), these sites are a must-have.
Tesla's first publicly accessible Semi Charger site planned near the Port of Long Beach in Carson, California, was one of the first signs of these types of Semi Charger facilities being established - and like Kelton Way, it also includes amenities for truck drivers. Tesla is also considering what long, medium, and short-haul truckers need for their stays at these sites.
As Tesla works to ramp up production of the Semi itself, the parallel expansion of dedicated, high-power charging infrastructure by both Tesla and its key partners are essential to making electric heavy-duty trucking a reality.
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