Ep 398: Automakers are exiting Tesla's EU carbon credit pool, which could squeeze a key revenue stream worth billions.

# Tesla Shorts Time **Date:** March 04, 2026 **REAL-TIME TSLA price:** $405.94 ▲ $15.34 (3.9%) **HOOK:** Automakers are exiting Tesla's EU carbon credit pool, which could squeeze a key revenue stream worth billions. ━━━━━━━━━━━━━━━━━━━━ ### Top 10 News Items 1. **Automakers Drop Out of Carbon Credit Pool with Tesla: 04 March, 2026, 12:50 PM PST, CleanTechnica** Several automakers like Ford, Honda, and Toyota have pulled out of the EU carbon credit pooling arrangement with Tesla, where Tesla helped them meet fleet emission targets in exchange for payments. This shift matters because regulatory credits have been a major revenue source for Tesla, contributing billions and supporting its profitability during EV ramp-ups. For the industry, it signals legacy carmakers gaining confidence in their own EV fleets, potentially reducing Tesla's leverage in Europe. Source: https://cleantechnica.com/2026/03/04/automakers-drop-out-of-carbon-credit-pool-with-tesla/ 2. **Tesla Takes Top Spot in Global Supply Chain Sustainability Rankings, Again: 04 March, 2026, 11:49 AM PST, TeslaNorth.com** Tesla topped the "Lead the Charge" leaderboard for supply chain sustainability and human rights, boosting its score by six points and outpacing Ford. This recognition highlights Tesla's efforts in ethical sourcing, which is crucial for its brand as consumers and regulators demand more transparency in EV production. It positions Tesla as a leader in the industry, potentially attracting talent and partnerships while pressuring competitors to step up. Source: https://teslanorth.com/2026/03/04/tesla-takes-top-spot-in-global-supply-chain-sustainability-rankings/ 3. **Hight Logistics Highlights New Tesla Semi as It Expands Zero-Emission Fleet: 04 March, 2026, 11:38 AM PST, TeslaNorth.com** Hight Logistics showcased its new Tesla Semi during a delivery at a logistics conference, marking progress in its shift to electric trucking. This matters for Tesla's business as real-world fleet adoptions validate the Semi's viability, helping to build momentum in the heavy-duty EV market. For customers in logistics, it means lower emissions and operating costs, pushing the industry toward sustainable freight solutions. Source: https://teslanorth.com/2026/03/04/hight-logistics-highlights-new-tesla-semi-as-it-expands-zero-emission-fleet/ 4. **Tesla Full Self-Driving v14.2.2.5 might be the most confusing release ever: 04 March, 2026, 11:24 AM PST, Teslarati** The latest FSD update shows extreme improvements in some areas but notable regressions in others, making it a mixed bag for users. This reflects the challenges of iterating on complex AI software, which is central to Tesla's tech edge but can frustrate customers expecting consistent progress. It underscores the need for Tesla to smooth out these variances to build trust in autonomous driving. Source: https://www.teslarati.com/tesla-full-self-driving-v14-2-2-5-might-be-most-confusing-release-ever/ 5. **Tesla Hiring Senior Engineers in Berlin for ‘Robotaxi’ Autonomous Vehicle Team: 04 March, 2026, 11:18 AM PST, TeslaNorth.com** Tesla is recruiting senior electrical engineers in Berlin to work on circuit boards for its Robotaxi program. This hiring push signals acceleration in Tesla's autonomous vehicle development, key for expanding into ride-hailing services. For the industry, it highlights Tesla's global talent strategy, potentially speeding up Robotaxi deployment in Europe. Source: https://teslanorth.com/2026/03/04/tesla-hiring-senior-engineers-in-berlin-for-robotaxi-autonomous-vehicle-team/ 6. **Tesla gets tip of the hat from major Wall Street firm on self-driving prowess: 04 March, 2026, 09:55 AM PST, Teslarati** Bank of America praised Tesla's camera-only autonomous approach as cheaper and more scalable than competitors' multi-sensor systems. This endorsement could boost investor confidence in Tesla's self-driving tech, a core part of its valuation. It means Tesla might gain a profitable edge i...