Great News for Tesla Investors

Published: Sunday, December 7, 2025 at 2:25 am

Tesla Eyes European Expansion of Full Self-Driving Technology

Tesla has announced plans to bring its full self-driving (FSD) technology to Europe, potentially unlocking significant value for the electric vehicle (EV) maker. The company stated on X that the Netherlands Vehicle Authority (RDW) has committed to granting national approval for FSD in February 2026.

This development is a crucial step towards achieving Tesla's long-term goals, particularly in the realm of robotaxis. Currently, Tesla offers supervised FSD, which requires driver oversight, in several countries, including the U.S., Canada, and China. However, the company aims for unsupervised FSD, a more advanced technology.

The approval of supervised FSD in Europe would pave the way for the commercial deployment of Tesla robotaxis, similar to their operations in Austin, Texas. Furthermore, it would allow Tesla to gather extensive data from a larger fleet of vehicles using FSD, enhancing the technology's development.

The lack of commercially available supervised FSD in Europe has been a barrier to Tesla's growth. Approval in the Netherlands, followed by wider European Union (EU) approvals, could significantly expand Tesla's customer base. The RDW's approval could lead to an application to the European Commission, which would then decide on EU-wide approval through a qualified majority vote.

FSD approval is vital for Tesla's valuation, which is not solely based on its EV business. It would also increase awareness of robotaxis and add value to Tesla's EVs and its robotaxi concept. Tesla is planning to ramp up Cybercab production in 2026, driven by CEO Elon Musk's confidence in the imminent arrival of unsupervised FSD.

While the RDW's approval is not guaranteed, it represents a significant milestone that could strengthen the case for Tesla's stock. However, the planned increase in EV and Cybercab production in 2026 also increases the downside risk if the robotaxi rollout faces setbacks or if FSD approvals are delayed globally.

BNN's Perspective: This news is encouraging for Tesla investors, but the path to full European FSD approval is complex and subject to regulatory hurdles. While the potential upside is substantial, investors should be aware of the inherent risks associated with the company's ambitious goals and the reliance on regulatory approvals.

Keywords: Tesla, FSD, Full Self-Driving, Europe, Netherlands, RDW, Robotaxi, EV, Electric Vehicle, Elon Musk, Cybercab, Stock, Investment, Approval, EU, European Union

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