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Tesla’s ‘Project Highland’ has been in motion for six months

Credit: Tesla

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Tesla’s ‘Project Highland,’ which has been rumored to be a potential redesign of the company’s Model 3 sedan, has been in motion since late Q2, filings show.

In late November, a report from Reuters revealed that Tesla was internally working on a revamped Model 3 that would feature a reduction in the number of components and improvements to infotainment systems. Additionally, sources familiar with Project Highland had indicated changes could be made to the Model 3’s exterior design and its powertrain.

Elon Musk’s three prerequisites for a new Tesla Model 3 have been met

Tesla has not explicitly commented on the report and never indicated whether Project Highland has anything to do with the Model 3, nor if the program has ever existed in the first place.

However, Teslarati can confirm that Tesla has been submitting filings to the City of Fremont since June regarding the project. The initial filings were submitted as “Highland BL3 HOL Demo,” and had the following description:

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“Demolition of existing equipment and utilities in preparation for new Hang on Line. Demolition of existing slab-on-grade, pit excavation, and construction of new concrete pit at first floor of assembly building.”

HOL stands for “Hang On Line,” a type of assembly line that Tesla partially utilizes in the Fremont factory for the Model 3 (pictured below).

tesla model 3 production

Elon Musk gives a rare look into the Model 3 production line. [Credit: CBS This Morning/YouTube]

Subsequent filings were submitted by Tesla on August 16, September 2, October 4, and December 8 pertaining to revisions in project plans or fire alarm installations.

Tesla has evidently been preparing for a Model 3 revamp for some time, and plans are more than likely already set in motion. We have covered numerous filings related to Tesla either reorganizing Fremont or removing production equipment altogether, likely preparing for some kind of major project. It is now clear that Highland is more than likely the reason for so many new developments coming out of Fremont in 2022.

Tesla’s most recent Highland filing was submitted on December 8, dealing with the construction of temporary Sprung Structures that would house Model 3 production equipment. The $20,000 structures, which will remain built until May 1, 2023, will be the location of Model 3 production until renovations and upgrades are completed within the factory.

Tesla has been testing Alpha prototypes of the Model 3 around California. Photographs of a partially-concealed Model 3 were spotted in Santa Cruz, California, recently.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Stellantis unveils solid-state battery for EVs

Stellantis validated solid state battery cells for EVs: ultra-dense, fast-charging, and AI-optimized. Launching demo fleet by 2026.

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(Credit: Stellantis)

Stellantis N.V. and Factorial Energy have validated Factorial’s automotive-sized FEST® solid-state battery cells, a major milestone for next-generation electric vehicle (EV) batteries. The breakthrough positions Stellantis and Factorial to advance EV performance with lighter, more efficient batteries.

“Reaching this level of performance reflects the strengths of our collaboration with Factorial.

“This breakthrough puts us at the forefront of the solid-state revolution, but we are not stopping there. We continue working together to push the boundaries and deliver even more advanced solutions, bringing us closer to lighter, more efficient batteries that reduce costs for our customers,” said Ned Curic, Stellanti’s Chief Engineering and Technology Officer.

The 77Ah FEST® cells achieved an energy density of 375Wh/kg, supporting over 600 cycles toward automotive qualification. Unlike lithium-ion batteries, these solid-state cells charge from 15% to over 90% in 18 minutes at room temperature and deliver high power with discharge rates up to 4C. Factorial’s AI-driven electrolyte formulation enables performance in temperatures from -30°C to 45°C (-22°F to 113°F), overcoming previous solid-state limitations.

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“Battery development is about compromise. While optimizing one feature is simple, balancing high energy density, cycle life, fast charging, and safety in an automotive-sized battery with OEM validation is a breakthrough,” said Siyu Huang, CEO of Factorial Energy. “This achievement with Stellantis is bringing next-generation battery technology from research to reality.”

The collaboration optimizes battery pack design for reduced weight and improved efficiency, enhancing vehicle range and affordability. Stellantis invested $75 million in Factorial in 2021 and plans to integrate these batteries into a demonstration fleet by 2026. This fleet will validate the technology’s real-world performance, a critical step toward commercialization.

The milestone aligns with Stellantis’ push for sustainable EV solutions, leveraging Factorial’s disruptive technology to meet the rising demand for high-performance batteries. As the companies refine pack architecture, the validated cells promise faster charging and greater efficiency, potentially reshaping the EV market. With the demonstration fleet on the horizon, Stellantis and Factorial are poised to lead the solid-state battery push, delivering cost-effective, high-range EVs to consumers.

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Tesla China vehicle registrations rise 51% in April’s fourth week

In the week ending April 27, Tesla China saw 10,300 new vehicle registrations.

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Credit: Tesla China

Tesla China’s new vehicle registrations saw a notable rise in the week of April 21-27, 2025. Over the week, the electric vehicle maker’s registrations saw an impressive 51% week-over-week rise, suggesting that domestic vehicle deliveries are on the rise once more. 

Tesla China Results

In the week ending April 27, Tesla China saw 10,300 new vehicle registrations. This represents a notable rise from the company’s registration numbers in the past weeks of April. For context, Tesla China saw 3,600 registrations in the week ending April 6, 5,400 registrations in the week ending April 13, and 6,780 registrations in the week ending April 20, 2025.

Considering that April is the first month of the second quarter, expectations were high that Tesla China was allocating Giga Shanghai’s output for vehicle exports. With 10,300 registrations in the week ending April 27, however, it would appear that the company’s domestic deliveries are picking up once more.

Tesla China does not report its weekly sales figures, though a general idea of the company’s overall perforce in the domestic auto sector can be inferred through new vehicle registrations. Fortunately, these registrations are closely tracked by industry watchers, as well as some local automakers like Li Auto.

Tesla Model 3 and Model Y in Focus

Tesla China produces the Model Y and Model 3 in Giga Shanghai. Both vehicles are also exported from China to foreign territories. As per industry watchers, it would appear that both the Model 3 and Model Y saw an increase in registrations in the week ending April 27.

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The Model 3, for one, appears to have seen 3,200 registrations in the week ending April 27, a 14% increase from the 2,800 that were registered in the week ending April 20. For context, Tesla China saw just 1,500 new Model 3 registrations in the week ending April 13 and 1,040 registrations in the week ending April 6.

The Model Y, on the other hand, saw 7,100 registrations in the week ending April 27. That’s a 77.5% increase from the 4,000 that were registered in the week ending April 20. Tesla also saw 3,900 registrations in the week ending April 13, and 2,540 registrations in the week ending April 6, 2025.

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Volkswagen teams with Uber for robotaxi service with the ID. Buzz

Volkswagen and Uber team up to launch a driverless ID. Buzz robotaxi fleet in U.S. cities. Testing starts in LA this year.

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(Credit: Volkswagen)

Volkswagen of America and Uber unveiled a plan to launch a commercial robotaxi service using autonomous electric ID. Buzz vehicles across U.S. cities over the next decade. The partnership marks a significant step for Volkswagen’s autonomous vehicle ambitions, leveraging Uber’s ride-hailing expertise.

The service will debut in Los Angeles by late 2026, with human safety operators initially overseeing the fleet before transitioning to fully driverless operations in 2027. Volkswagen ADMT, the German automaker’s autonomous subsidiary, will begin testing in Los Angeles later this year upon securing a testing permit from the California Department of Motor Vehicles. The California Public Utilities Commission will oversee permits for the commercial ride-hailing phase.

“Volkswagen is not just a car manufacturer — we are shaping the future of mobility, and our collaboration with Uber accelerates that vision,” said Christian Senger, CEO of Volkswagen Autonomous Mobility. “What really sets us apart is our ability to combine the best of both worlds–high-volume manufacturing expertise with cutting-edge technology and a deep understanding of urban mobility needs.”

The Trump administration’s recent policy shift, announced last Thursday by Transportation Secretary Sean Duffy, supports initiatives like VW and Uber’s partnerships by easing federal safety rules and crash reporting requirements on autonomous vehicle development. According to Duffy, the United States government wants to outpace Chinese competitors in autonomous vehicle development.

Volkswagen ADMT, which launched publicly in July 2023, has been testing 10 ID. Buzz vehicles equipped with Mobileye’s autonomous technology in Austin, reported TechCrunch. Two years ago, Volkswagen focused on selling self-driving vans and fleet management software rather than building its own ride-hailing service. VW’s strategy toward autonomous vehicles appears to have shifted, as reflected in its Uber partnership.

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Uber will strengthen its autonomous vehicle portfolio through its partnership with Volkswagen. The ride-hailing service company has secured deals with over 14 firms, including Waymo in Austin and a forthcoming launch in Atlanta.

The Volkswagen-Uber collaboration positions both companies to capitalize on the growing robotaxi market. With testing imminent and regulatory support increasing, the ID. Buzz fleet could redefine urban mobility, blending Volkswagen’s manufacturing prowess with Uber’s ride-hailing network to compete in the evolving autonomous vehicle landscape.

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