Emily Phillips’ Post

A good summary of what is to be expected in terms of the electrification of heavy duty road transport. Yes, less road transport might be preferable but this is not the point here. Here we talk about replacing the existing heavily polluting diesel trucks with E-Trucks that can use the massively growing share of regenerative energy. By far not all distribution of goods can be done with rail. And if trucks are increasingly sustainable the reflex towards thinking they need to be abolished will become obsolete and rather meaningless.

Electric motive power design from the ground up, not a reconfigured ICE truck design

🚀 When will Tesla's long-awaited electric semi truck finally be here? It will set new standards for the trucking industry. With impressive range, exceptional efficiency, and innovative features, the Tesla Semi will revolutionize freight transportation. But when will we see the future of logistics redefined? 🚚⚡I read you in the comments. #Tesla #TeslaSemi #ElectricVehicle #FreightTransportation #Logistics #Innovation

Tesla, where's the trucks?? "Every day, the Tesla Semi demonstrates that battery electric trucks can directly replace diesel trucks. With our own fleet of Semis, Tesla has shipped >20,000 battery packs out of Gigafactory Nevada to support Fremont vehicle builds. These trucks run the same route, carrying the same load (no load reduction for weight) as the diesel trucks running this route but at substantially lower operating cost. Now, it’s about scale." We've been waiting a LONG time for Tesla Semi to come fruition - we're now over 6 and a half years since the first prototype was shown. Yet, as demonstrated at last year's real world Run on Less with PepsiCo, this truck is an absolute game changer. Driving 1,076 miles in a 24 hour period is mind blowing, and far above the capabilities of any other electric or hydrogen truck. Yet, Total Cost of Operation is FAR lower than diesel, and hydrogen truck costs remain logarithmically higher. But there's one big problem. Aside from PepsiCo and Tesla, there's still no trucks on the road. We've been waiting for Tesla to scale for a very long time, and finally, they're now in the ground with the new factory. However, based on that, we're still close to 18 months away from series production. By late next year, a full 8 years after first showing, I still believe that Semi will be class leading, but not by the amount it would have been if already launched. However, Semi did one thing very successfully: it scared the absolute SH!T out of the other incumbent truck OEMs, and they began to develop and release new product. Do you believe Semi will still be the game changer it always promised to be? Or has it left it's run too late? Let me know your thoughts in the comments below #automotive #batteries #climatechange #electricvehicles #innovation #sustainability #cleanenergy #renewableenergy

Bittersweet Tesla news this week, as the company celebrated 6 million electric vehicles produced, while its stock took a 29% plunge, the worst performance since the end of 2022. Tesla is producing EVs at a remarkable pace. Its milestone of 6 million vehicles was reached just over six months after the company marked the production of its 5 millionth vehicle in September 2023, and merely nine months following the announcement of its 4 millionth vehicle in early March 2023. On the last trading day of the quarter, analysts were keenly eyeing Tesla’s delivery numbers, expecting around 457,000 deliveries for the period, signifying an 8% increase from the 422,875 deliveries reported a year earlier. Although China’s BYD has overtaken Tesla’s production capacity in terms of new battery electric vehicles, Tesla maintains its position as the leader in overall global BEV deployment. Tesla is working hard to compete with BYD and Chinese EVs in terms of cost. The BYD Seagull is the most significant example of an inexpensive Chinese EV, with its $9,698 price tag. The Chinese Seagull significantly undercuts the average American EV’s cost, including all Tesla models. In January 2024, rumors from Tesla Motors surfaced that Tesla wants to begin production of a new mass-market EV in mid-2025, code-named Redwood. The Tesla Redwood project may be a compact crossover and the long-awaited $25K Tesla EV, sometimes referred to as the Tesla Model 2. In March 2024, China filed a complaint at the World Trade Organization, claiming that the United States has implemented “discriminatory requirements for electric vehicles subsidies.” The “subsidies” part of the complaint refers to new U.S. federal EV tax credit rules that took effect at the beginning of 2024. Musk said in January that Chinese EV makers would “pretty much demolish” most other EV companies in countries without trade barriers, such as the U.S. An EV explosion is coming. Over the next two years, the U.S. will have an "EV explosion," a wide, far-reaching, significant increase in EV adoption, along with the rest of the world. This is because EV prices are dropping, as China has already accomplished with its BYD Seagull and other models. The other reason adoption will explode is that right now, charging is a problem in the U.S. However, its being addressed by billions in federal funding and huge private investment. It's known as the new "gold rush," and is highly profitable. Within two years, there will be sufficient charging to allow a massive increase in EV ownership. What's your opinion? Do you believe Tesla will bounce back from this current challenge? #tesla #electricvehicles Follow Electrify News for top EV industry news, and sign up for e-news.

What do you think about Tesla's value? Tesla reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion. Since that day, Tesla has accomplished: • Producing 6M+ vehicles. • Record 30.7B cash on hand. • Record production and deliveries in 2023 exceeding 1.81M vehicles. • Record 96.8B in Revenue (2023) vs. 53.8B (2021) • Non-automotive gross profit hit a record $900 million in Q2 2024. • 1.6B miles driven on FSD. • Model Y became the bestselling global vehicle with over 1.2 million units delivered. • Cybertruck is the best selling EV truck, with current production of 1,400/week. • Cybertruck profitably by the end of 2024. • MASSIVE Advancements in AI technology, including Tesla's hardware developments and the Dojo training systems. • AI training compute capacity to hit nearly 90,000 H100 equivalent GPUs by the end of the year. Currently 35,000. • Record energy deployment of 9.4GWh in Q2 2024, 157% YoY growth. Tesla Energy is growing at an unprecedented pace. • Shanghai Megapack factory construction is underway and expected to begin cell production in Q1 2025. • Optimus Gen 2 performing tasks inside the factory. • S3XY ranked most American made cars • Expanding sales to more countries • 400,000 + FSD Users. • FSD Beta v12.5 with end to end architecture. • FSD V12 free trial - first time ever. • Next-Gen platform, with production expected to begin at Giga Texas in 2025 utilizing the unboxed method. • Model 3 Refresh successfully launched worldwide. • Tesla Semi production & deliveries. • Broken ground on Giga Nevada Semi factory. • Advertisements are underway. • Next-Gen Roadster production planned for 2025. • 50M+ 4680 cells produced • Texas Lithium Refinery construction is underway and expected to begin production in 2025. • Validation testing for dry cathode 4680 cells. • 600,000+ Powerwalls installed worldwide • SAE J3400 becomes NACS • 6,000 Supercharging stations & 60K Superchargers • Global Supercharging network opened to ALL EV’s. • V4 Superchargers. Today, Tesla has a Market Cap of 716B. Is Tesla undervalued, overvalued or is it where it should be? Write me your opinion in the comments. Thanks Nic Cruz Patane from X for summarising. #emobility #chargingstation #ev #charginginfrastructure #electriccar

Tesla forced slumbering automakers to get into the electric game. Now, in an ultimate “If you can’t beat ‘em, join ‘em,” Tesla is backing them into joining its dominant public charging network in America. In a stunning repudiation of the Combined Charging System (CCS) network—whose scattershot reliability has rankled EV owners or left prospects leery about buying one—a Who’s Who of automakers will unplug from CCS in favor of Tesla’s trustworthy North American Charging Standard (NACS). Ford and Tesla said in May they would partner to let Ford EV customers access up to 12,000 Tesla Superchargers and slower Destination Chargers in the United States and Canada by the end of 2024, via a “Magic Dock” adapter that’s already being integrated at a handful of Tesla stations. The dominoes haven’t stopped falling. General Motors was next, quickly joined by Volvo, Polestar, Rivian, Mercedes and Nissan. Those automakers will ditch CCS entirely on new EV models beginning in 2025, in favor of Tesla’s less-fragile, more-reliable NACS connector. (Although, as noted below, GM and Mercedes also announced last month that they’ve teamed up with BMW, Hyundai, Kia, and Stellantis to develop a charger network that would include CCS charging.) Elon Musk must now reassure or appease Tesla owners who may not want to share precious Superchargers with Chevys, Hyundais, and other newcomers. In response, the Society of Automotive Engineers, despite having thrown its weight behind CCS, announced it will standardize Tesla’s formerly proprietary connector, ensuring that “any supplier or manufacturer will be able to use, manufacture or deploy” the open-source system across North America. ChargePoint and the Volkswagen-owned Electrify America (EA) in June announced they would add NACS stations to their existing CCS networks. EA said it would begin offering NACS connections in 2025. In November, Tesla threw down the gauntlet by rebranding its pioneering Supercharger plug as “NACS” and releasing its specs and designs for public use. Elon Musk had long pledged to open his far-flung network—now arguably Tesla’s biggest advantage over rivals that have closed the gap in EV performance and range—but the Biden administration clearly gave Musk a monetary nudge. To be eligible for a share of up to $7.5 billion in federal funds earmarked for public charging, Tesla must open its system to all comers. The administration’s National Electric Vehicle Infrastructure (NEVI) program aims to build chargers along 7,500 miles of the nation’s busiest highways, toward an ambitious goal of 500,000 total public chargers by 2030. Tesla’s NACS Supercharger plug lacks the clips and moving parts of competitor CCS (for Combined Charging System)—making it a simpler, compelling alternative that has drawn in other automakers to the… https://lnkd.in/dNJ2iuj2 via @IEEESpectrum

Elon Musk has promised that #Tesla will deliver a “more affordable” #electricvehicle in early 2025, as he admitted that discounts and increased competition were the main reasons for a significant slump in earnings in the second quarter. The Tesla share price took a hit on Tuesday (#US time) after the company released its second quarter earnings, which revealed a 45 per cent drop in profit, despite a big increase in the energy division, primarily because of the booming demand for Tesla’s Megapack grid scale battery product. Total automotive revenues were down 7 per cent in the second quarter over the same period a year ago, while company-wide revenues hit $US25.5 billion, up 2 per cent, despite earnings hitting below $US1.5 billion, a drop of 45 per cent over the same quarter in 2023. In line with vehicle deliveries, Tesla’s second quarter was an improvement on the year’s first quarter, with company-wide revenues up nearly 20 per cent, automotive revenues up 15 per cent, and earnings up 36 per cent. Shares of Tesla slipped around 2 per cent, continuing to increase pressure on the company to demonstrate it can grow despite sporadic demand for electric vehicles. “Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025,” the company told investors, explaining that these new vehicles “will utilise aspects of the next generation platform as well as aspects of our current platforms and will be able to be produced on the same manufacturing lines as our current vehicle line-up.” Musk didn’t say much more about it in the earnings call. “We don’t want to get too much into the product roadmap here, because that is reserved for product announcement events, but we are, in fact, going to deliver a more affordable model in the first half of next year,” he said. Tesla is currently focused on its best-selling cars, the Model 3 and Model Y, which it has been forced to discount to keep pace with competition, particularly from #Chinese EV makers and its biggest rival #BYD. It is also producing the Cybertruck, the Tesla Semi, and Musk says the long awaited new Roadster should be out by the end of next year. Tesla acknowledging that its 2024 “vehicle volume growth rate may be notably lower than the growth rate achieved in 2023,” but it sought to reassure investors that this was partly due to a focus “on the launch of the next generation vehicle and other products.” However, Musk was keen to focus on autonomy, which means the roll-out of Full Self Driving, the arrival of “Rob-taxis”, and the development of its Optimus humanoid robot that Musk says will be performing “useful tasks” on Tesla production lines by the end of next year, and may even be on offer to other companies in 2026.

THE INCREDIBLE STORY OF TESLA AND THE ROLE OF ELON MUSK IN ITS SUCCESS: Founded in 2003 by engineers Martin Eberhard and Marc Tarpenning in San Carlos, California, Tesla initially aimed to revolutionize the automotive industry by developing electric cars. Inspired by the success of General Motors' EV1 electric car experiment from 1996 to 1999, Eberhard and Tarpenning dreamt of creating electric vehicles (EVs) that were more comfortable, efficient, and higher in quality than their competitors' offerings. Tesla's journey took a significant turn in 2004 when Elon Musk invested $30 million in the company and became its chairman, setting the stage for his influential role in the company's future. In 2006, Tesla unveiled its prototype for the groundbreaking Tesla Roadster, an all-electric sports car. Production began in 2008, making it the first practical EV with a range of nearly 250 miles on a single battery charge and performance comparable to sports cars. 🏁🔋 Tesla faced internal leadership changes, with Eberhard leaving in 2007, followed by Tarpenning, and eventually, Elon Musk assumed the CEO role in 2008. 💼💰🤝 Tesla went public in 2010, raising $226 million, and announced plans for the more affordable Model S sedan in 2008, which went into production in 2012. The Model S received critical acclaim and set new standards for EVs with a range of up to 300 miles.🔌🏭🔋 In 2015, Tesla diversified into the solar energy market, offering solar panels and batteries for homes and businesses. This shift led to the company changing its name from Tesla Motors to Tesla, Inc. in 2017, reflecting its expanded product range and ambitions. ☀️🏡🔋 Tesla's push into the mass consumer market intensified with the introduction of the Model 3 sedan in 2016, priced below $70,000. However, production challenges, including unmet quotas and supply chain issues, strained the company's operations. 🚗💲🛠️ The company's founder, Elon Musk, found himself embroiled in legal and regulatory troubles, particularly in 2018 when he tweeted about taking Tesla private at $420 per share, causing market chaos and leading to charges of securities fraud by the Securities and Exchange Commission (SEC). 📉💼📈 Despite these controversies, Tesla continued to innovate and expand its product lineup. In 2019, they unveiled the Cybertruck, an electric six-seater pickup truck, and claimed to have received 250,000 pre-orders. 🚚📈 In conclusion, Tesla's journey from its founding in 2003 to becoming a major player in the automotive and clean energy industries has been marked by innovation, financial challenges, leadership changes, and controversies. Through it all, the company has remained at the forefront of the electric vehicle revolution and continues to shape the future of transportation and sustainable energy solutions. 🌍🚀 FOLLOW ME FOR MORE SUCH AMAZING AND INSIGHTFUL CONTENET!! Siddharth Gharage(Desai) #tesla #elonmusk #electricvehicles #innovation #greenenergy