Tesla is now offering free lifetime supercharging for Foundation-series Cybertrucks purchased as inventory vehicles, suggesting that it’s having a tough time getting rid of the highly-priced limited edition vehicles.
Tesla has often introduced vehicles with a limited-edition early series, such as the Founders’ and Signature series for early Roadsters, Model S and Model X. It didn’t do the same for the more everyman-focused Model 3 and Y, but brought back the practice for the Cybertruck with the Foundation series.
The Foundation series was a fully-loaded early model, with a $20k markup from base prices and including several options by default. It started delivery at the end of November, 2023.
The vehicle was selling well enough, and while Tesla’s limited editions usually only last perhaps a couple months and a few thousand vehicles, the Foundation series was extended for almost a year, with Tesla only starting to take non-Foundation configurations this October. As a result, Tesla sold somewhere on the order of 30,000+ Foundation series Cybertrucks, far more than its previous limited editions.
But eventually the well of customers willing to pay over $100k for a truck that was originally announced at a $40k base price seems to have ran dry, and Tesla is now having to figure out creative ways to get those vehicles out of inventory.
Recently, Electrek reported that Tesla is even going to the lengths of buffing Foundation series badges off of trucks and then sending them to Canada to sell them as non-Foundation trucks.
Even that, however, seems not to have been enough, as Tesla is now taking the limited amount of Cybertrucks left in inventory and offering free lifetime supercharging for those who purchase them – a perk that original Foundation series trucks did not get.
Lifetime supercharging is an old perk, which Tesla originally offered in its early days, both as an incentive to encourage purchase and because it was easier than building a payment system around a network that they were just building out. The perk went through various iterations, but it eventually became too much, and Tesla ended the free lifetime supercharging era in 2018.
You can find these vehicles on Tesla’s inventory website, and search for vehicles near you. Currently, there are 7 available here in Southern California – not that many, but it is just one region of the country.
To qualify, you must purchase a new Foundation Series Cybertruck after December 27, 2024 – which means original Foundation series owners who were first in line to spend $120k on this truck will not retroactively gain this benefit. The free supercharging perk is tied to your Tesla account and is not transferable to another person or vehicle.
You still have to pay idle and congestion fees at Superchargers, and you can’t use the car to run a taxi service (as the original Tesloop shuttle service did – which was one of the reasons the original perk went away).
But when the truck hit the road, things didn’t go exactly as planned. The vehicle came out late and over budget, also missing some of the specs that were originally promised. The first available “Foundation Series” models started at $100k – a far cry from the promised entry-level $40k. It’s now available at a base price of $79k – but a promised future $61k base RWD model was recently removed that from Tesla’s website.
But nevertheless, demand seems much lower than the sky-high expectations for the vehicle. That ~2 million vehicle backlog only lasted for about 30,000 vehicles, when Tesla started allowing orders without a reservation in October.
Tesla also recently shut down its Cybertruck line for 3 days, and didn’t make any public comment as to why. Various theories were advanced as to why, but during a time where Cybertruck sales don’t seem to be going as planned despite it being a critical time for the company in terms of deliveries, a sudden shutdown is in suspect.
But given the Cybertruck’s polarizing design, high price, and its clear association with Elon Musk who is becoming more and more distasteful by the day, it’s not a big surprise that there are fewer customers for the vehicle than projections might have suggested 5 years ago.
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Solar panel giant Qcells announced today that it’s temporarily furloughing 1,000 US workers – 25% of its workforce – and reducing pay and shifts at its factories in northeast Georgia due to supply chain delays caused by US Customs.
Qcells furloughs 1,000 workers
The supply chain delays are hindering the company’s ability to import components to build its solar panels. This has resulted in Qcells’ two factories in Cartersville and Dalton being unable to operate at full capacity for several months.
Qcells spokeswoman Marta Stoepker shared the following statement in an exclusive with Channel 2 Action News in Atlanta:
The company says the furloughed workers, who were notified this afternoon, will retain full benefits and won’t be laid off. However, Qcells will no longer be using staffing agency employees in Georgia “at this time.”
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As Qcells introduced new supply chains to support its growing solar panel manufacturing facilities in Georgia, the company was recently forced to scale back production while our shipments into the US were delayed in the customs clearance process.
Although our supply chain operations are beginning to normalize, today we shared with our employees that HR actions must be taken to improve operational efficiency until production capacity returns to normal levels.
Stoepker said it expects to bring the furloughed workers back “in the coming weeks and months.” She continued:
Our commitment to building the entire solar supply chain in the United States remains. We will soon be back on track with the full force of our Georgia team delivering American-made energy to communities around the country.
Electrek’s Take
In January 2023, the Seoul-headquartered Qcells announced it would invest more than $2.5 billion to build a solar supply chain in Georgia – the largest-ever investment in clean energy manufacturing in the US to date. That included expanding the Dalton solar factory and building a fully integrated solar supply chain factory in Cartersville, Georgia, that will manufacture solar ingots, wafers, cells, and finished panels.
It’s not quite there yet, because that takes time. In the meantime, it’s being penalized by Customs. The US government under Trump says it’s keen on boosting domestic manufacturing. Why would it work against a company that’s onshoring an entire solar supply chain, including recycling?
Dalton and Cartersville employ nearly 4,000 people. Its total output will reach 8.4 GW of solar production capacity per year, which is equivalent to nearly 46,000 panels per day – enough to power approximately 1.3 million homes annually.
It’s ludicrous that it has been forced to furlough a quarter of its workforce due to the ineptness of the Trump administration’s US Customs policies. This is right up there with the ICE arrests at Hyundai’s plant in Georgia. Bravo.
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The breakthrough EV batteries Toyota says will double driving range and cut charging times are facing another setback. The company is once again delaying plans for a new battery plant in Japan.
Why is Toyota delaying its EV battery plant this time?
Earlier this year, Toyota bought a 280,000-square-meter plot of land in Fukuoka, Japan, where it planned to build a plant to produce the more advanced EV batteries.
A location agreement was expected to be signed by April, but Toyota pushed back construction by several months, blaming slower-than-expected demand for electric vehicles.
The agreement was expected to be finalized this Fall, but that will no longer be the case. According to Nikkei, Toyota is delaying the EV battery plant for the second time. Toyota will review and adjust plans over the next year.
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Fukuoka governor, Seitaro Hattori, confirmed the news with reporters on Friday following a meeting with Toyota’s president, Koji Sato. Hattori also shut down claims that Toyota was planning to scrap the battery plant altogether.
Toyota EV battery roadmap (Source: Toyota)
Toyota again blamed slowing EV demand for the delay. The decision comes despite Keiji Kaita, president of Toyota’s Carbon Neutral Advanced Engineering Development Center, confirming at the Japan Mobility Show just last week that it’s “sticking on the schedule” to introduce its first solid-state battery-powered EV by 2028.
Last month, Toyota said it aimed to “achieve the world’s first practical use of all-solid-state batteries in BEVs” after securing a partnership with Sumitomo Metal Mining Co. to mass-produce them. It’s also working with Japanese oil giant Idemitsu.
Idemitsu’s value chain for solid electrolytes used in all-solid-state EV batteries (Source: Idemitsu)
The company recently revealed a solid-state battery pack prototype that it claims can deliver 747 miles (1,200 km) range and 10-minute fast charging, but will we ever see it actually in production?
Electrek’s Take
Toyota has been making empty promises about EV batteries for almost a decade now. It initially planned to introduce solid-state EV batteries in 2020, then pushed it to 2023, then 2026, and now it’s saying it will be around 2028.
Mass production is likely closer to the end of the decade, if Toyota doesn’t delay it again. While it’s blaming the slowing demand, global EV sales are still on the rise. According to Rho Motion, global EV sales topped 2 million for the first time in a single month in September 2025. Through the first nine months of the year, EV sales are up 26% compared to the same period in 2024.
Even with the US ending the $7,500 federal tax credit and other policies designed to promote electric vehicles, global adoption will continue building momentum over the next few years.
Is it a demand issue, or is Toyota just looking for another excuse? With rivals like Volkswagen, Mercedes-Benz, Hyundai, BMW, and Honda advancing next-gen EV batteries, Toyota will only fall further behind if it continues delaying key projects.
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