/ March 4, 2026 Tesla Inc. is confronting the potential loss of a highly profitable revenue stream. Starting in 2026, the electric vehicle manufacturer will see a significant financial contribution disappear as automotive giants Toyota and Stellantis exit the European CO2 emissions pool it leads. This development comes alongside operational scrutiny, as executives at Tesla’s German Gigafactory have publicly contested media reports regarding production figures. Operational Defense Amid Financial Pressure Beyond the financial concerns, Tesla’s management is actively defending its operational performance in Europe. Andre Thierig, the head of the Gigafactory Berlin-Brandenburg in Grünheide, has publicly refuted a report by the German publication Handelsblatt. The newspaper had stated that only 149,000 Model Y vehicles were produced at the site in 2025. Thierig corrected that figure, asserting production exceeded 200,000 units. The plant manager emphasized that this volume was achieved despite a necessary production halt in the first quarter for a model changeover. Since commencing operations in 2022, total output from the German facility has surpassed 700,000 vehicles. This clarification is viewed as crucial to dispelling doubts about both demand and the efficiency of the multi-billion euro investment, which totals over five billion euros. The End of a Lucrative Regulatory Arrangement The financial impact stems from the decision by Toyota and Stellantis to leave Tesla’s European emissions pool after 2025. This alliance has been exceptionally profitable for Tesla, as the sale of regulatory carbon credits to other automakers carries a margin approaching 100 percent. The European pool alone is estimated to have generated approximately one billion euros for the company in 2025.