Category: EV vehicles

  • Tesla Launches Model Y Robotaxi Rides on Exclusive App

    Tesla Launches Model Y Robotaxi Rides on Exclusive App

    Key Takeaways

    1. Tesla’s Robotaxi platform will have a specialized hailing app showing all ride charges in US dollars, including airport fees and cleaning costs.
    2. The launch event for the Robotaxi service is scheduled for June 22 in Austin, with media and influencers invited.
    3. Early Access testing is currently invite-only, with Model Y robotaxis operating from 6 AM to midnight and no airport trips allowed initially.
    4. Safety features include a “Tesla Safety Monitor” and the ability to suspend service during bad weather, along with privacy measures for cabin cameras and microphones.
    5. The Robotaxi service is being rolled out as an invitation-only experience, with selected users able to download the app on iOS and Android.


    Tesla’s Robotaxi ride-share platform is set to feature a specialized hailing app that will detail all charges in US dollars, including fees for airports and possible vehicle cleaning.

    Launch Event in Austin

    Tesla has begun reaching out to various media figures and influencers in the automotive field, inviting them to the grand unveiling of the Robotaxi platform in Austin on Sunday, June 22.

    Early Access Testing

    Currently, the Early Access testing phase is exclusive to invitees. The Model Y robotaxis will operate in a specific area from 6 AM to midnight. Initially, those invited won’t be able to use the service to go to the airport, even though Tesla states that “charges for rides are clearly shown in the Robotaxi app in U.S. dollars, and may include applicable tolls, airport fees, regulatory charges, and similar costs in connection with the ride.”

    Safety and Privacy Features

    Tesla seems to be taking thorough measures to ensure the safety and privacy of its newly launched Robotaxi ride-share service. For instance, it will include a “Tesla Safety Monitor,” which is an employee equipped with a brake pedal and emergency stop buttons, similar to those seen in the leaked Model Y robotaxi interface.

    The electric vehicle manufacturer also has the ability to suspend the Robotaxi service during bad weather. They assure users that the cabin camera will be disabled throughout the ride, unless passengers request help from the platform’s service center. However, the cabin microphones will remain active to detect sirens when the Model Y needs to yield to emergency vehicles. Still, these microphones won’t send any sound to Tesla unless the user engages with support or calls 911.

    Invitation-Only Experience

    These measures for safety and privacy could be why Tesla is rolling out the Robotaxi service as an invite-only experience, similar to the automotive influencers who participated in the Cybertruck launch events. Tesla welcomes their feedback at all times and clarifies that, for now, they are the only ones able to download the Robotaxi app on both iOS and Android platforms.

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  • Ford Recalls 300,000 Mustang Mach-Es for Faulty Door Locks

    Ford Recalls 300,000 Mustang Mach-Es for Faulty Door Locks

    Key Takeaways

    1. Ford is recalling over 300,000 Mustang Mach-E vehicles due to a door lock issue that can trap passengers inside.
    2. The problem is linked to software managing the 12-volt battery, which can prevent doors from opening when the battery charge is low.
    3. Rear doors are especially risky, lacking mechanical overrides, which may endanger younger passengers.
    4. Approximately 200,000 affected vehicles are in the US, with additional numbers in Canada and other countries.
    5. Owners will need to visit dealerships for reprogramming, as a simple over-the-air update is not possible; a fix is expected by the third quarter of 2025.


    Ford has announced a worldwide recall and halt on sales for the Mustang Mach-E due to an issue with the door locks. This problem may trap passengers inside, creating a serious safety hazard during emergencies. The safety alert from the American automotive company impacts over 300,000 Mustang Mach-E vehicles made from 2021 to 2025.

    Problem Identified

    Ford has pinpointed the issue to the software that manages the 12-volt battery. When the battery charge falls below 8.4 volts, the front doors can retain their last locked or unlocked state. Consequently, when passengers get out and manually close the door, it might not open again from the outside.

    Risks for Rear Passengers

    The rear doors are at even greater risk as they lack mechanical overrides, which could leave younger passengers vulnerable to being trapped inside the vehicle.

    Approximately 200,000 of the affected Mustang Mach-E vehicles are in the US, while another 32,500 are located in Canada. Additionally, Ford will address over 120,000 electric vehicles in other countries. The company has instructed dealers to stop all deliveries and test drives until a solution is found.

    Complicated Fix Ahead

    However, the solution is not as simple as an over-the-air update. Vehicle owners will need to visit their dealerships for reprogramming of the powertrain. Ford aims to have a fix ready by the third quarter of 2025 and will communicate the details via email.

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  • 2026 Chevy Silverado EV Pickup: Up to 493 Miles Range

    2026 Chevy Silverado EV Pickup: Up to 493 Miles Range

    Key Takeaways

    1. The 2026 Chevy Silverado EV offers an impressive driving range of up to 493 miles on a single charge.
    2. It comes in three main trims: Standard Work Truck ($54,895, 286 miles), Extended ($68,295, 424 miles), and Max ($76,295, 493 miles).
    3. The rugged Trail Boss trim is designed for off-road enthusiasts, featuring enhanced suspension and Terrain Mode, with a towing capacity of 12,500 lbs.
    4. The Trail Boss can generate up to 760 hp and accelerate from 0 to 60 mph in just 4.5 seconds.
    5. The interior features advanced technology, including an 11-inch display, a 14-inch Head-Up Display, and a 17.7-inch touch-sensitive central display.


    If you’re in the market for an electric pickup truck that boasts a substantial driving range, look no further than Chevy. The American automobile manufacturer has just unveiled the 2026 Silverado EV, which offers an impressive range of up to 493 miles on a single charge, along with a version designed for adventure lovers.

    Trim Levels and Pricing

    The Silverado EV is available in three different trims. The Standard Work Truck provides a range of up to 286 miles (all range estimates are based on EPA data unless stated otherwise) and has a starting price of $54,895. The Extended model is priced at $68,295 and offers up to 424 miles of driving range. For those looking for the maximum range, the Max trim is available for $76,295, allowing for an exceptional range of 493 miles.

    Additional Variants

    The Standard LT trim has the lowest range at 283 miles, with a price tag of $62,995. In contrast, the Extended version is nearly $10,000 higher, offering a driving range of 410 miles. The Max trim can reach up to 478 miles before needing a recharge but comes at a higher cost of $91,295.

    The rugged Trail Boss trim caters to off-road fans with two different versions. The Extended variant can travel 410 miles for $72,095, while the Max version boasts a range of 478 miles (as estimated by GM) and is priced at $88,695.

    Off-Road Features

    The Trail Boss is designed with enhanced suspension and increased ground clearance to handle rough terrains. Chevy has included a Terrain Mode to improve driving performance, along with unique features like special branding, 35-inch tires, and vibrant red tow hooks.

    In terms of performance, the new Trail Boss can generate up to 760 hp and 775 lb-ft of torque. It can accelerate from 0 to 60 mph in just 4.5 seconds and has a towing capacity of 12,500 lbs. The truck bed can handle approximately 2,100 lbs of payload.

    Interior Technology

    Inside the vehicle, drivers will find an 11-inch display along with a 14-inch Head-Up Display (HUD). The central display measures 17.7 inches diagonally and is touch-sensitive, making it user-friendly for all.

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  • Tesla Robotaxi Interface Leaks on Model Y as Texas Demands Delay

    Tesla Robotaxi Interface Leaks on Model Y as Texas Demands Delay

    Key Takeaways

    1. Texas lawmakers are urging Tesla to delay the launch of its driverless Robotaxi service until new regulations take effect on September 1.
    2. Texas has relaxed rules for autonomous vehicles, requiring only standard registration and insurance, unlike stricter regulations in California.
    3. Tesla’s Model Y vehicles for the Robotaxi service already meet many legislative requirements, but some aspects still need validation before the launch.
    4. The Robotaxi service will focus on geofenced urban areas, with human operators on standby for safety, similar to Waymo’s approach.
    5. A developer interface for the Robotaxi service has been spotted, featuring safety buttons, though it’s unclear if they will be included in the final design.


    As Tesla is preparing to kick off its first rides with the driverless Robotaxi service in Austin on June 22, a group of lawmakers from Texas have penned a letter urging the company to delay the launch.

    Texas Regulations Favor Tesla

    Tesla chose Austin for its relaxed rules concerning autonomous vehicles, unlike stricter regulations in places like California. In Texas, the laws for autonomous cars are similar to those for regular vehicles, requiring only standard registration and insurance.

    However, the lawmakers are introducing new legislation regarding autonomous vehicles that will take effect on September 1. They are requesting that Tesla hold off on the Robotaxi launch until this date. The letter states, “Under the new framework, commercial autonomous vehicle operators transporting passengers or property must receive prior authorization from the Department of Motor Vehicles before operating on public streets without a human driver.”

    Compliance with Legislative Requirements

    The 2026 Model Y vehicles that Tesla currently uses for testing the Robotaxi service in Austin already meet many of the requirements set forth in the new legislation. Some aspects, such as being “capable of achieving a minimal risk condition if the automated driving system is rendered inoperable,” may still need to be proven for Tesla to move forward with the service prior to the new rules being enforced. Other requirements include being able to communicate with emergency responders, but Tesla has already completed the necessary training in Austin.

    Tesla is set to roll out the Robotaxi service with approximately a dozen new Model Y vehicles that have been operating around Austin for some time now, featuring the new ride-share logo that can be observed below. There have been multiple sightings of these driverless Model Ys, which seem to have a test passenger either in the front or back seat.

    Developer Interface Insights

    Interestingly, someone was able to capture a photo of the developer interface for the Robotaxi service while waiting at a traffic light. The user interface features a 3D map along with two prominent buttons marked “Pull Over” and “Emergency Stop.” It remains unclear if these buttons will be included in the final design of the Robotaxi interface, but Elon Musk has emphasized that safety will take precedence during the pilot launch of the service.

    Tesla is taking a page from Waymo’s playbook by focusing on geofenced urban areas that it has thoroughly mapped to minimize risks. Additionally, human operators will be on standby to assist, similar to Waymo’s approach.

    As shown in the video below, Tesla is currently conducting a second validation run on these city streets to fine-tune how the Model Y’s camera-only FSD interprets the mapped geofenced areas.

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  • 2026 Nissan Leaf: 303-Mile Range, 28-Inch Display, Bose Audio

    2026 Nissan Leaf: 303-Mile Range, 28-Inch Display, Bose Audio

    Key Takeaways

    1. Design and Technology: The 2026 Nissan Leaf features a katana-blade design inspired by the Nissan Z sports car, with dual 14.3-inch displays integrating Google services.

    2. Impressive Range and Performance: Different grades offer ranges of 256 to 303 miles, powered by efficient motors and a 75 kWh battery, with a focus on low drag for better efficiency.

    3. Fast Charging and Battery Protection: The Leaf can charge from 10% to 80% in 35 minutes and includes features to protect the battery in cold temperatures, along with vehicle-to-load (V2L) technology.

    4. Interior Features and Connectivity: All models include 5G NissanConnect, with higher trims offering advanced audio systems and extensive smartphone connectivity options.

    5. Enhanced Safety Features: The Leaf is equipped with a 360-degree camera view, ProPILOT Assist for safer driving, and Nissan Safety Shield 360 technologies to prevent collisions.


    Nissan has revealed the new 2026 Nissan Leaf electric vehicle, showcasing a katana-blade design inspired by the Nissan Z sports car. This model features an electrochromic panoramic roof and comes equipped with dual 14.3-inch displays that integrate Google services.

    Impressive Range and Power

    The Leaf offers various range options: the S+ grade provides 303 miles (488 km), the SV+ grade offers 288 miles (463 km), and the Platinum+ grade has a range of 256 miles (412 km). This efficiency is attributed to a low drag coefficient of 0.26 and flush door handles. All Leaf trims, including S+, SV+, and Platinum+, are powered by a 160 kW motor that delivers 214 HP and 261 lb-ft of torque, paired with a 75 kWh liquid-cooled battery. The S grade features a smaller 130 kW motor with 174 HP and 254 lb-ft torque, combined with a 52 kWh battery.

    Fast Charging and Battery Protection

    The charging capabilities are noteworthy, allowing the vehicle to recharge from 10% to 80% in just 35 minutes when using either NACS or J1772 fast chargers. To safeguard the battery against cold winter temperatures, it comes with a heat-retaining resin cover and a waste heat recovery system, plus an optional battery heater. All Leaf EVs are equipped with vehicle-to-load (V2L) technology, providing up to 1,500 W of 120 V AC power for running appliances during car camping trips. An optional electrochromic panoramic roof offers stunning views of the night sky.

    Nissan Energy Charge Network can be accessed through the MyNissan app, making it easy for owners to locate chargers and make payments. The integrated displays on the SV+ and Platinum+ grades also feature Google Assistant, Maps, and Play Store, along with Amazon Alexa, Android Auto, Apple CarPlay, and SiriusXM 360. Google Maps can generate routes that automatically include charging stops, ensuring the Leaf arrives with the preferred charge level.

    Interior Features and Connectivity

    The S and S+ trims come with 12.3-inch displays that provide only Android Auto and Apple CarPlay for smartphone mirroring, in addition to Amazon Alexa and SiriusXM 360. All models are equipped with 5G NissanConnect, allowing features like remote door locking via smartphone.

    Basic trims have two front USB-C ports for charging smartphones, while the higher trims include two rear ports and a wireless charging pad. The Platinum+ grade is equipped with a 10-speaker Bose Personal Plus sound system, featuring speakers in the front headrests for an enhanced audio experience. Other trims come with either four or six-speaker systems.

    Enhanced Safety Features

    The displays offer a 360-degree view when parking and reversing, thanks to the 3D Intelligent Around View Monitor cameras. ProPILOT Assist provides additional driving safety by keeping the car centered within lanes and maintaining a safe distance from the vehicle ahead in stop-and-go traffic. The Nissan Safety Shield 360 technologies help prevent collisions with pedestrians and other vehicles when reversing or navigating intersections.

    The 2026 Nissan Leaf is expected to hit the market this fall, although pricing details have yet to be released. For those who collect Matchbox cars, the Leaf would make a great addition to their collection.

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  • Global Release of Six-Seat Model Y with Extended Wheelbase

    Global Release of Six-Seat Model Y with Extended Wheelbase

    Key Takeaways

    1. Tesla is launching a six-seat version of the Model Y, confirmed by firmware code and insider information from Giga Shanghai.
    2. The six-seater Model Y will be available globally, not just in China, due to demand in other markets.
    3. Tesla currently offers a 7-seat Model Y with limited space, with potential plans for more seating configurations in the future.
    4. The six-seat Model Y may include a longer wheelbase and individual captain seats, enhancing passenger comfort.
    5. Each seat in the six-seat Model Y will provide ample legroom and armrests for improved comfort for all passengers.


    Tesla is set to launch a six-seat version of the Model Y, as insiders from Giga Shanghai have hinted at this new variant. Recent findings in Tesla’s firmware code support the existence of this model, confirming that it is indeed in the works.

    Global Launch Expected

    Interestingly, the latest code suggests that the Model Y six-seater will be available globally, rather than being limited to the Chinese market as initially believed. In China, family SUVs with six captain seats are highly sought after, but Tesla may be recognizing the potential success of this model in other regions too.

    Current Offerings

    At the moment, Tesla does not offer a traditional three-row SUV designed for larger families. Instead, they previously provided a 7-seat version of the Model Y, which adds two small and not very spacious seats in the trunk area. There may still be plans for a Model Y seven-seater in the future, similar to the three seating configurations available for the Model X.

    Pricing and Interior Features

    The six-seat version of the Model X is the priciest interior option, costing an extra $6,500. This variant features full-size seats arranged with an aisle between them, replacing the standard second-row bench. The refreshed 2026 Model X will have slightly more legroom in the back, thanks to its larger body.

    Tesla might adopt a comparable design for the six-seat Model Y, featuring a longer wheelbase and four individual captain seats, along with two additional seats in the trunk. The latest Model Y introduces innovative seat folding mechanisms that operate with just a button, so the six-seat model could also include smart ways to adjust the seating layout.

    Comfort for All Passengers

    Having a six-seat Model Y will certainly enhance comfort for five adults, as each will have their own seat complete with armrests and ample legroom, even for those in the rear supplemental seats.

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  • Tesla HW5 FSD Computer Specs Leaked: TSMC and Samsung Production

    Tesla HW5 FSD Computer Specs Leaked: TSMC and Samsung Production

    Key Takeaways

    1. Tesla is ordering the next-generation AI5/HW5 chip, expected to achieve performance between 2000 and 2500 TOPS, significantly faster than the current HW4 computer.
    2. TSMC is likely the main foundry for the AI5 chip production, with Samsung as a backup for mass shipping in 2026.
    3. Enhanced camera features are expected with the AI5/HW5 kit, including weather-proof cameras that can melt ice or snow quickly.
    4. Tesla plans to start outfitting vehicles with AI5/HW5 FSD hardware by the end of the year, possibly aiming for a holiday sales boost.
    5. Elon Musk hinted at a new FSD 14 version with fourfold improvements, but it remains unclear if HW5 is necessary for its operation.


    While Tesla is working hard to fit its unsupervised FSD algorithms into the existing HW3 computer that makes up most of its vehicles, it has already started ordering the next-generation HW5 chip, now referred to as AI5.

    Orders and Performance Expectations

    These orders are going to both TSMC and Samsung foundries, and insiders from Korea are saying that the Tesla AI5/HW5 FSD computer is expected to achieve performance between 2000 and 2500 TOPS (trillion operations per second). This represents a speed increase of five times compared to the current HW4 computer, which is found in the latest Model Y and can smoothly run unsupervised FSD. The launch of the pilot Tesla Robotaxi platform is planned for the week of June 21, featuring around a dozen driverless Model Y units equipped with the AI4 hardware kit, which will operate in Austin without supervision.

    Future Production Plans

    There are rumors that Tesla has chosen TSMC for the production process of its 3nm N3P chip and may become one of their largest customers as TSMC ramps up production of the AI5/HW5 FSD processor later this year. Tesla is keeping Samsung as a backup foundry for its AI5 chip, but it’s said that they will only rely on Samsung’s production in 2026 when they begin mass shipping HW5 vehicles.

    At this point, it’s uncertain what additional enhancements the AI5/HW5 Tesla FSD hardware kit will offer beyond the much quicker computer. However, improved FSD cameras are one rumored upgrade.

    Enhanced Camera Features

    Reports indicate that Samsung will provide its Weather Proof automotive cameras, which include a heating element embedded directly in the lens rather than running through the cover glass. These cameras retain the 8MP sensors similar to those on the new Model Y, but they can melt ice or snow covering them in under a minute, which will surely be beneficial for users in colder areas looking to utilize FSD.

    Tesla already has a cleaning system for the front bumper camera in its newer models, but the new Samsung Weather Proof cameras that might be included in the Tesla HW5 kit also feature a six times tougher coating that is water-repellent. This design will help remove melted snow or ice droplets from the lens, resulting in less distortion when changing lanes or detecting movement, according to Samsung.

    Tesla is expected to start outfitting its initial batches of vehicles with AI5/HW5 FSD hardware before the year wraps up, possibly reserving this upgrade for the holiday quarter batches to boost sales.

    What’s Next for Tesla FSD?

    Elon Musk hinted that the new FSD 14 version, set to release around that time, will show a fourfold improvement across its parameters, leaving it unclear if HW5 will be necessary to operate it. Tesla has promised to retrofit all HW3 vehicles for free with HW4 computers for those who want to try unsupervised FSD if they cannot get it to work on the older hardware.

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  • Samsung’s Dry Cell Breakthrough: Cheaper Solid-State Batteries Ahead

    Samsung’s Dry Cell Breakthrough: Cheaper Solid-State Batteries Ahead

    Key Takeaways

    1. Samsung plans to use the dry production technique for solid-state batteries, aiming to cut manufacturing costs in half by 2027.
    2. Competing with major players like Toyota and CATL, Samsung seeks a competitive edge through the advanced dry electrode method utilized by Tesla.
    3. The specifications of Samsung’s solid-state batteries include a 500 Wh/kg energy density, 9-minute charging time, and a range of 600 miles per charge.
    4. Samsung is focusing on innovative production techniques, such as roll pressing and fiberization, to reduce costs and improve battery efficiency.
    5. The use of a unique Teflon binder distinguishes Samsung’s dry electrode method from traditional wet methods, enhancing the battery’s performance and safety.


    Samsung is set to use the dry production technique praised by Tesla, which is said to cut battery expenses in half, for its future solid-state batteries.

    Aiming for Cost Reduction

    The primary aim is to tackle the major obstacle to the widespread use of solid-state batteries in electric vehicles, which is the high manufacturing costs. Samsung plans to roll out these batteries by 2027. Interestingly, both Toyota and CATL, the biggest battery producer globally, have also announced that they will begin mass production of solid-state batteries during the same year.

    Competing with Giants

    If Samsung can successfully implement the dry electrode production method currently being used by Tesla for the more affordable manufacture of the Cybertruck’s 4680 batteries, it might gain a competitive edge over Chinese companies. This would happen when the advanced battery chemistry is adopted widely in electric vehicles.

    Samsung’s solid-state battery specifications are already among the finest in the sector, achieving the technology’s potential of 500 Wh/kg energy density. Thanks to the inherent benefits of solid-state technology, Samsung hinted at a 9-minute charging time and a range of 600 miles on a single charge from a battery pack that matches the size of existing EV batteries.

    Focus on Production Costs

    More importantly, Samsung is concentrating on reducing the production costs of solid-state batteries, a factor that previously led CATL to predict they wouldn’t be ready for mass production before 2030. However, CATL has since changed its stance, recognizing the rapid advancements in the field and projecting that its own solid-state battery program will be prepared for mass production by 2027.

    Samsung is relying on two innovative production techniques to reduce the costs of its solid-state batteries. The first is roll pressing, which eliminates the need for complex sealing of the cell with the Warm Istactic Press method before applying 600 MPa of high-temperature pressure underwater to bond the electrode and electrolyte materials into a solid form.

    Introducing Fiberization Process

    Recently, Samsung has shared details about a fiberization process that it plans to implement not only in its pilot solid-state battery production line but also in its traditional battery production to significantly lower manufacturing costs.

    Samsung identifies the binder as the primary distinction between the more energy-efficient dry electrode technique and the conventional wet method, which involves coating with harmful solvents and drying in large furnaces afterward. Samsung’s Teflon binder is designed to stretch under the pressure of the roll pressing method, creating a “layer that supports the conductive material and the active material.” This results in a separation film that is stronger and more evenly distributed, preventing direct contact between electrodes and solid electrolytes, while still allowing for smooth charge flow between them.

    Tesla is working on a similar approach with its dry-cathode battery production technique, but has not yet scaled up production to replace the second-generation 4680 battery, which has a 15% higher energy density and is used in the Cybertruck, in a cost-effective manner.

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  • Tesla Owners Sue Elon Musk for Refunds Over Vandalism Claims

    Tesla Owners Sue Elon Musk for Refunds Over Vandalism Claims

    Key Takeaways

    1. Vandalism incidents involving Tesla cars have increased since Elon Musk became more politically active, affecting both the U.S. and international markets.

    2. A group of French Tesla owners has filed a lawsuit against the company, citing breaches of a French law that requires manufacturers to ensure peaceful use of their products.

    3. The lawsuit claims that Musk’s political involvement has turned Teslas into political symbols, hindering owners’ enjoyment of their vehicles.

    4. Public perception of Tesla has declined sharply due to Musk’s political activities, leading owners to seek compensation and explore other electric vehicle options.

    5. Tesla’s sales have dropped significantly, especially in Europe, with a reported 60% decrease in countries like France and Germany, despite the release of the refreshed Model Y.


    Vandalism incidents involving Tesla cars and showrooms have sharply increased since CEO Elon Musk became more politically active.

    Many Teslas have been set ablaze, scratched, had their tires damaged, windows broken, or were marked with anti-Elon slogans both in the United States and internationally.

    Lawsuit from French Owners

    After experiencing vandalism, including swastikas and even feces on their cars, a group of French Tesla owners decided to take legal action against the company due to Musk’s political involvement. This could be a significant case for other customers.

    Their lawyer from GKA has submitted a lawsuit claiming breaches of a special French law that requires manufacturers to guarantee a “peaceful use” of their products. GKA argues that while Tesla owners purchased their vehicles for their innovative and eco-friendly features, Musk’s actions have turned them into “strong political symbols,” hindering their enjoyment of the cars.

    Declining Brand Perception

    This year, the public’s view of Tesla has declined drastically because of Musk’s political activities and his brief role at the Department Of Government Efficiency (DOGE). Caught off-guard by the changing perceptions, Tesla owners are now seeking compensation.

    The plaintiffs are asking Tesla to buy back their cars and return any lease payments or cash they have made as they look for other eco-friendly electric vehicle options.

    Court Proceedings

    The lawsuit was filed in the Commercial Court of Paris on June 11th, and the judge must now decide if other Tesla owners wishing to join the case can do so after the lawsuit was made known.

    Despite the introduction of the highly anticipated Model Y refresh, Tesla’s sales have significantly decreased this year. The situation in Europe is especially troubling, as Tesla is the only electric vehicle manufacturer facing a negative brand image and a 60% drop in sales in countries like France and Germany.

    Although the Model Y remains one of the leading electric vehicles, its sales have dropped by 50% compared to the same time last year, even with the recent updates.

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  • Tesla’s 4680 Battery Exclusivity Ends as China Joins the Market

    Tesla’s 4680 Battery Exclusivity Ends as China Joins the Market

    Key Takeaways

    1. LG Energy has secured a delivery agreement to supply 8 GWh of cylindrical batteries to Chery, ending Tesla’s exclusive rights to the 4680 battery series.
    2. Tesla’s 4680 battery has faced challenges, achieving only about half of the projected cost reductions and showing lower energy density compared to other suppliers’ batteries.
    3. The second generation of the 4680 battery, called Cybercell, offers a 15% increase in energy density but still struggles with slow charging speeds.
    4. Tesla claims to have reached cost parity with other suppliers for the 4680 battery, though it’s uncertain if this considers U.S. government subsidies for local production.
    5. LG is developing its own dry-cathode production method for its 46-series batteries, promising improved performance in energy density, cold weather capabilities, and charging efficiency for Chery’s premium EVs starting in 2026.


    One of Tesla’s suppliers for the cylindrical 4680 battery has recently entered into a delivery agreement with one of the biggest car manufacturers in China.

    Details of the Agreement

    According to the contract, Chery’s high-end electric vehicles will receive 8 GWh of cylindrical batteries from LG Energy, marking the end of Tesla’s exclusive rights to the 4680 battery series.

    Tesla’s Ambitious Plans

    When Elon Musk revealed the 4680 cells during Battery Day back in 2020, he highlighted their potential to be significantly cheaper while also offering a notable increase in capacity. Now, five years later, Tesla has only begun to fulfill parts of that ambitious promise.

    The 4680 battery has proven to be quite a challenge, with the CEO of CATL, the world’s leading battery company, advising Musk that he may be wasting his efforts on this concept. Musk even mentioned that Tesla might need to abandon the 4680 battery if they cannot reduce costs to compete with other suppliers like Panasonic and LG.

    Initial Challenges

    The first generation of the 4680 battery that Tesla produced and used in some Model Y vehicles faced numerous problems. It showed lower energy density and had a less favorable charging curve compared to batteries from Tesla’s other suppliers, and the anticipated savings in manufacturing costs simply did not materialize.

    Tesla achieved only about half of the projected cost reductions, which was the simpler part that came from packing more capacity into larger cells that also functioned as a chassis structure, which then affected vehicle repairability.

    New Developments

    The 4680 battery was revived for the Cybertruck in a second generation dubbed the Cybercell, which offers a 15% increase in energy density along with some additional production cost savings, but it still suffers from slow charging speeds.

    After the Cybertruck’s unveiling, Tesla fine-tuned the charging curve and introduced a dry-cathode manufacturing technique that is a key to lowering 4680 battery costs. Now, Musk asserts that Tesla has reached cost parity with cells made by its suppliers, claiming that the 4680 battery is now the most affordable option on a per kWh basis.

    Important Considerations

    However, it’s uncertain whether these cost reductions account for the substantial subsidies provided by the U.S. government for local battery production, which may face changes under the Trump administration.

    Regardless, LG is also preparing to implement a dry-cathode production method for its 46-series batteries and has signed a contract to supply these batteries to China’s leading automobile exporter.

    LG asserts that its cylindrical batteries destined for China will outperform others in energy density, cold weather capabilities, and charging efficiency. This will be put to the test, as Chery is set to begin installing these batteries in its premium EVs starting in early 2026 under a $730 million agreement that could last six years, with potential extensions for additional models.

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