Market Trends & Geopolitics - China's restrictions on rare earth exports have had a substantial impact, with exports of rare earth magnets plummeting 74% year-over-year in May 2025, including a 93% drop to the US [1] - The EU is prioritizing rare earth access as a core issue at the upcoming China-EU summit due to supply chain disruptions affecting European automakers [1] - Tesla employees in Germany have received internal emails indicating that FSD (Supervised version) is expected to be launched by the end of 2025 [1] - Tesla is planning to launch a Robotaxi service in Austin, Texas, in late June, initially using approximately 10 Model Y vehicles with remote operation technology [1] - Musk believes it is important to localize supply chains to mitigate geopolitical risks [2] Regulatory Landscape - The United Nations Economic Commission for Europe (UNECE) is expected to approve System-Initiated Maneuvers on highways in September 2025, potentially enabling Tesla's FSD on German highways [1] - A Texas Democratic lawmaker has requested a delay in the release of Robotaxi until September, pending the enactment of a new autonomous driving law, highlighting regulatory pressures [1] Tesla Production & Operations - Tesla's stock closed at $32216, up 003% [1] - Tesla is launching a monthly subscription Extended Service Agreement (ESA) in the US, covering repairs or replacements for up to four years or 100000 miles, with monthly fees varying by model (e,g, $50 for Model 3, $60 for Model Y, $125 for Model S, and $150 for Model X) [2] - Tesla is offering a limited-time promotion in Canada for Model 3 purchases made before June 30, 2025, including one year of free Supercharging [2]

Tesla Stock & Market Analysis - Tesla's stock price is in a battle between bulls and bears around the $400 mark, reflecting market uncertainty [1] - Analyst price targets for Tesla vary widely, from a low of 1905% to a high of $500, with an average around 30976% [1] - Bullish analysts cite the upcoming Robotaxi service as a reason for optimism, with one analyst reaffirming a $400 target price [1] - Guggenheim analysts warn of deteriorating fundamentals, giving a "sell" rating with a $175 price target [1] - Tesla's Model Y became the best-selling electric vehicle in Australia in May 2025, with 3580 units sold [1] Robotaxi Development & Regulatory Landscape - Tesla plans to launch its Robotaxi service in Austin on June 22, which is seen as a pivotal moment for the company [1] - The National Highway Traffic Safety Administration (NHTSA) is working on a regulatory framework to facilitate the commercialization of autonomous vehicles like Tesla's Cybercab [1] - China's MIIT has released draft guidelines clarifying data transfer regulations for the automotive industry, potentially accelerating the rollout of Tesla's FSD in China [1] Robotaxi Operational Range Comparison - Tesla Robotaxi's operational area in Austin covers a broader metropolitan area, including downtown and suburbs [2] - Waymo's operational area is concentrated in downtown Austin and nearby neighborhoods [2] - Tesla's wider coverage indicates a strategy to serve a broader user base and capture market share, while Waymo focuses on establishing reliability in high-demand areas [2]