Belgium Greenlights Tesla FSD

Tesla’s supervised Full Self-Driving (FSD) is inching across Europe, but the gates to the biggest markets—Germany, France, and Italy—remain locked. Belgium just became the fifth EU country to greenlight FSD, joining Denmark, the Netherlands, Lithuania, and Estonia. Yet without a nod from the economic heavyweights, Tesla’s software revenue in Europe stays stuck. Regulatory hurdles are steep: the EU wants buy-in from states covering 65% of its population, and safety concerns for cyclists and dense cities are slowing approvals. Add in new EU rules requiring documentation for every software update plus data protection headaches, and even country-by-country wins come with costly compliance.

Meanwhile, Tesla is clawing back volume momentum in China and Europe. Shanghai-built sales are up seven months straight, and May brought huge jumps in registrations across France, Denmark, Spain, and Portugal. UK buyers get 0% financing and bonuses, fueling a strong quarter—but those incentives eat into margins. With China’s BYD scaling up charging networks and undercutting prices, and Tesla’s own profits under pressure from aggressive deals, the question is whether growth comes at the expense of cash flow.

Counterpoint’s Ethan Qi and reporting from The Globe and Mail, Reuters, and IndexBox add depth on everything from Tesla’s Optimus robot ramp-up to energy partnerships in Argentina. The real test now: will Germany or France budge on FSD before October? If not, Tesla’s European software upside stays capped, and it’ll need energy and storage deals to keep margins healthy.

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