Tesla's Master Plan Part 3

Tesla's Master Plan Part 3 involves much more than vehicles and solar

Tesla

Tesla published its Master Plan Part 3, a comprehensive 41-page document outlining the company's ambitious strategy to create a sustainable global energy economy. Previously discussed at Tesla's Investor Day on March 1, the plan offers a detailed roadmap for end-use electrification, sustainable electricity generation, and storage.

The Three Main Components: Electricity Demand, Supply, and Material Feasibility

The Master Plan Part 3 consists of three main components: Electricity Demand, Electricity Supply, and Material Feasibility & Investment. The plan's primary objective is to forecast electricity demand in a fully electrified economy without fossil fuels, create a cost-effective electricity generation and storage portfolio, and determine the material needs and manufacturing investments required to enable such an economy.

Tesla's analysis concludes that a sustainable energy economy is technically feasible and would require less investment and material extraction than the current unsustainable energy system. The plan pushes the boundaries of thinking about material intensity, manufacturing capacity, and investment required for a worldwide transition across all energy sectors.

The document also provides insights into the current global energy supply, with 37% lost during extraction, refining, and transformation. Furthermore, 27% of energy is lost through inefficient end-uses like internal combustion engine vehicles and natural gas furnaces. Only 36% of the primary energy supply is actually utilized for productive work or heat in the economy.

Embracing the Potential of a Sustainable Global Energy Economy

Tesla's Master Plan Part 3 envisions a future where most upstream losses related to mining, refining, and burning fuels are eliminated, as well as downstream losses from non-electric end-uses. The plan outlines six steps to fully electrify the economy and eliminate fossil fuel use, including repowering the existing grid with renewables and switching to electric vehicles.

The analysis acknowledges that some industrial processes will require increased energy input and mining/refining activity (such as green hydrogen production and battery materials). Still, these drawbacks are outweighed by the benefits of an electrified, sustainable energy economy.

Despite being based on US energy data, the Master Plan Part 3 has broader implications for the global energy market, and it considers onshore/offshore wind, solar, existing nuclear, and hydro as sustainable electricity generation sources. However, it does not address carbon dioxide sequestration from past fossil fuel combustion, which could impact future energy demand.

Tesla's release of Master Plan Part 3 has set the stage for a groundbreaking shift in the energy landscape, challenging industries, governments, and individuals to reimagine the future of energy and embrace the potential of a sustainable global economy.

Follow

Follow

Follow

Tesla FSD in Europe: June Update

Not a Tesla App

The road to bringing FSD to Europe has been a long and complex one and filled with regulatory and bureaucratic hurdles. Elon Musk, as well as other members of Tesla’s AI team, have previously voiced their grievances with the regulatory approval process on X.

However, it appears that there is finally some progress in getting things moving with recent changes to upcoming autonomy regulations, but the process still seems slow.

Waiting on the Dutch

Elon commented on X recently, stating that Tesla is waiting for approval from Dutch authorities and then the EU to start rolling out FSD in Europe. Tesla is focusing on acquiring approvals from the Dutch transportation authority, which will provide them with the platform they need to gain broader acceptance in Europe. Outside of the Netherlands, Tesla is also conducting testing in Norway, which provides a couple of avenues for them to obtain national-level approval.

The frustration has been ongoing, with multiple committee meetings bringing up autonomy regulation but always pulling back at the last second before approving anything. The last meeting on Regulation 157, which governs Automated Lane Keeping Systems, concluded with authorities from the UK and Spain requesting additional time to analyze the data before reaching a conclusion.

Tesla, as well as Elon, have motioned several times for owners to reach out to their elected representatives to move the process forward, as it seems that Tesla’s own efforts are being stymied. 

This can seem odd, especially since Tesla has previously demoed FSD working exceptionally smoothly on European roads - and just did it again in Rome when they shared the video below on X.

FSD Supervised testing in Rome, Italy

Pending regulatory approval pic.twitter.com/TXh3uQIfrx

— Tesla Europe & Middle East (@teslaeurope) June 12, 2025

DCAS Phase 3

While the approval process has been slow, Kees Roelandschap pointed out that there may be a different regulatory step that could allow FSD to gain a foothold in Europe.

According to Kees, the European Commission is now taking a new approach to approving ADAS systems under the new DCAS Phase 3 regulations. The Commission is now seeking data from systems currently operational in the United States that can perform System-Initiated Maneuvers and don’t require hands-on intervention for every request.

This is key because those are two of the core functionalities that make FSD so usable, and it also means that there may not be a need to wait years for proper regulations to be written from scratch. Now, the Commission will be looking at real-world data based on existing, deployed technology, which could speed up the process immensely.

What This Means

This new, data-driven regulatory approach could be the path for Tesla to reach its previous target of September for European FSD. While the cogs of bureaucracy are ever slow, sometimes all it takes is a little data to have them turn a bit faster in this case.

Alongside specific countries granting approval for limited field testing with employees, there is some light at the end of the tunnel for FSD in Europe, and hopes are that a release will occur by the end of 2025. With Europe now looking to North America for how FSD is performing, Tesla’s Robotaxi results could also play a role.

Follow

Follow

Follow

Tesla Launches 'TeslaVision' Contest With Big Prizes — See Last Year’s Winner [VIDEO]

Not a Tesla App

Tesla’s marketing has always been relatively unconventional, relying on word-of-mouth rather than traditional advertising. The passion of the owner’s community is always massive, but it is especially high now with the launch of the Robotaxi network just around the corner.

Tesla is now tapping into that spring of fan creativity and announced the TeslaVision video contest, with some seriously impressive prizes up for grabs.

Announcing the TeslaVision fan video showcase

Tesla owners & supporters have always been able to see our products & mission for what they truly are.

Your word of mouth has made Tesla what it is today.

The OGs will remember that in 2017, we held our first video contest. 8 years… pic.twitter.com/6pPpkqmqOH

— Tesla (@Tesla) June 10, 2025

The Contest

The core of the contest is simple. Create a video that shows how your Tesla gives you more in life. Tesla is looking for submissions that highlight themes of freedom, safety, fun, and convenience.

Prizes

The prizes definitely make this contest worth entering if you’re good with a camera and have some basic video editing abilities.

For North America, the prizes include a brand new Model Y AWD Long Range, alongside an all-expenses-paid trip to Austin for a tour of Giga Texas. The grand prize winner will also be able to custom order their Model Y, allowing them to select their preferred wheels and color.

The two runners-up won’t get a Model Y, but they’ll also enjoy an all-expenses-paid trip to Giga Texas for a tour of the factory.

The travel and tour include lodging in Austin for 2 nights, as well as economy-class round-trip tickets from anywhere in North America. Tesla will also provide a vehicle for use during the trip.

Hopefully, these winners will also have the opportunity to experience the Robotaxi network while they’re in Austin, as it’s expected to be opened to the public later this month.

Project Loveday

For long-time followers of Tesla, this contest may feel familiar. The contest is a direct throwback to the 2017 Project Loveday contest, which was inspired by a letter to Tesla from a 10-year-old aspiring marketer. That contest was won by MKBHD, with his submission below:

How to Enter

If you’re ready to start filming, here are the key pieces of information you’ll need to know:

• Video must be 90 seconds or less

• Video must be uploaded to YouTube with a public URL

• Make a post on X and Instagram tagging “@Tesla” and include the words “TeslaVision contest” in the post.

• Provide links to both social media posts in your submission to Tesla’s form

• Provide your personal details in the form

• You have until July 17th, 2025, or until Tesla receives 10,000 entries, whichever comes first.

You can find the official submission form and all region-specific details on Tesla's website.

Follow

Follow

Follow