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General Motors makes $7B EV investment in Michigan official

(Credit: AutoGuide.com)

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Today, General Motors made its $7 billion plan to expand electric vehicle and EV parts manufacturing in Michigan official. CEO Mary Barra announced the plans to add 4,000 new jobs to the State through EV updates to its factories. Additionally, it will build a new battery factory and convert an existing factory into a hub for manufacturing its electric pickup trucks.

Last week, we reported that GM was planning to invest at least $6.5 billion to develop new facilities in Michigan and contribute 4,000 new jobs while retaining an additional 1,000.

“Today, we are taking the next step in our continuous work to establish GM’s EV leadership by making investments in our vertically integrated battery production in the U.S. and our North American EV production capacity,” Mary Barra, CEO and Chairwoman of General Motors said. “We are building on the positive consumer response and reservations for our recent EV launches and debuts, including GMC HUMMER EV, Cadillac LYRIQ, Chevrolet Equinox EV, and Chevrolet Silverado EV. Our plan creates the broadest EV portfolio of any automaker and further solidifies our path toward U.S. EV leadership by mid-decade.”

GM will spend $2.6 billion on a brand new factory in the Lansing area in a joint venture with LG Energy Solution. Additionally, $4 billion will be used to convert the Orion Township factory into the main facility for GM’s various electric pickups, including the recently announced Chevrolet Silverado EV and the GMC Sierra EV, starting in 2024. It will also invest an additional $510 million of the $7 billion budget in two Lansing-area vehicle assembly plants, which will bring the facilities up-to-date, but it will upgrade its current offerings at these sites, which are non-electric.

“Michigan will be the recognized hub and leader of innovation in the U.S. for EV R&D and manufacturing,” GM President Mark Reuss said today.

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Most of the EVs that GM plans to produce will be built at the Orion and Factory Zero facilities In Michigan, Reuss said. The Orion plant will produce 360,000 vehicles by 2025 if all goes according to plan. Factory Zero, GM’s site for “zero crashes, zero emissions, and zero congestion,” will build 270,000 units by mid-decade. To supplement its 1 million EV production goal, GM will convert additional plants across North America to build EVs.

Renovations and new construction continue at General Motors Factory ZERO Friday, July 2, 2021, in Detroit, Michigan. GM is investing $2.2 billion to convert the former Detroit-Hamtramck Assembly plant into its first fully dedicated electric vehicle assembly facility. (Photo by Jeffrey Sauger for General Motors)

$2.6 Billion Battery Plant in Lansing

The $2.6 billion battery plant that was announced in a joint venture with LG Energy Solution will land in the Lansing area of the State of Michigan. It will open in late 2024, according to GM, and will be 2.8-million square feet in size. The facility will produce GM’s Ultium EV battery cells, which is the automaker’s main point of emphasis for its expanding fleet of EVs. The Ultium cells will be made in-house, which could contribute to GM’s plan to expand EV manufacturing to monumental levels by 2025. Instead of sourcing the cells from third-party manufacturers, GM is planning to produce them in-house and avoid any potential bottlenecks in the supply chain, which also could cause the automaker to revise its production goals.

GM announces the Chevy Silverado EV: 400 miles of range with Ultium battery tech

GM could control the costs of its batteries by manufacturing them. Batteries are the most expensive part of an EV, and the key to controlling their cost is to fully integrate the entire supply chain into a business model. Everything from mining the raw materials to putting the battery pack into an EV can be done without the help of suppliers. It is difficult to do, but it is how Tesla basically managed to overtake every other manufacturer in the United States and gain recognition as the most-productive automaker in the country, based on production numbers from the Fremont Factory in Northern California. Tesla’s success also involved vertical integration of many of its parts, not just battery packs.

The Ultium cells could be capable of range ratings of 450 miles or greater. They are also manufactured differently, as they are pouch cells instead of cylindrical cells used by other companies.

GM plans to be all-electric by 2035.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Robotaxi’s biggest challenge seems to be this one thing

That big bright thing in the sky might be Tesla’s biggest challenge in terms of Robotaxi.

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Credit: Tesla

Tesla Robotaxi launched just a few days ago to a limited number of riders in Austin, Texas, but its biggest challenge seems to be how the automaker will figure out one thing: the Sun.

Among the company’s unique strategies, its emphasis on using cameras for self-driving is perhaps the most interesting. No other company has adopted the same strategy, as others have relied on cameras with either sensors or LiDAR rigs to accomplish their self-driving deployments.

Tesla, on the other hand, has called LiDAR unnecessary. CEO Elon Musk once called it “a fool’s errand,” stating it was not needed to build an effective self-driving fleet of vehicles.

Musk compared cameras to eyes. Humans don’t need sensors or LiDAR to operate vehicles on the road, so why should cars? This brought up some questions, especially regarding sun glare. Musk said that Tesla would use direct photon counting to see directly into brigt sunlight or even in the darkest conditions at night.

His quote during a recent earnings call was:

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“Actually, it does not blind the camera. We use an approach which is direct photon count. When you see a processed image, so the image that goes from the sort of photon counter — the silicon photon counter — that then goes through a digital signal processor or image signal processor, that’s normally what happens. And then the image that you see looks all washed out, because if you point the camera at the sun, the post-processing of the photon counting washes things out.”

So far, this strategy has yielded mixed results. We have seen examples of both:

The Good

We’ve had a handful of people state that they have had no issue using the Robotaxi when it is driving into direct sunlight.

There are plenty of examples:

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The Bad

The Verdict

This is obviously a weird case, and it seems that this could be one of the challenges Tesla will face with the deployment of Robotaxi.

While it will get figured out, this is something that could ultimately push back Tesla’s goal of having no safety monitor in the vehicles. However, the instance will be learned and used to improve in the future through its Neural Nets.

The first intervention was captured yesterday, requiring the Tesla safety monitor to stop the vehicle manually on the car’s touchscreen.

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Tesla owners take stand as Stockholm insists on blocking FSD tests

Despite the Tesla owners’ efforts, city officials appear unwilling to budge.

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Credit: Tesla China

Tesla owners in Sweden are taking it upon themselves to lobby for the approval of FSD-style tests in the City of Stockholm. The owners’ efforts come amidst city officials’ continued refusal to allow Tesla to test its autonomous driving system in the capital.

In open letters and social media posts, Tesla owners have urged Stockholm to reconsider its stance, pointing to broader support for FSD trials across Europe. But despite their efforts, city officials appear unwilling to budge, reinforcing the capital’s hardline stance on the Elon Musk-led EV maker.

Public support shows brand loyalty

A group of Swedish Tesla owners recently sent an open letter to Stockholm leaders. Among them is Alexander Kristensen, who has written a letter to officials urging them to allow Tesla to test FSD in the region.

“Members of the Traffic Committee are politically appointed by the Stockholm City Council, whose mandate is determined by the popular vote. Your stance—continuing to block a conditional pilot of FSD— is thus a political decision and fully subject to the electorate’s judgment in the next municipal election.

“When the City prevents tests that could validate and refine the technology locally, it is perceived as hampering life-saving innovation,” the Tesla owners wrote.

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The Swedish Transport Administration issued a response, acknowledging the Tesla owners’ feedback. The Transport Administration noted that it could proceed to grant a permit for Tesla to test FSD, but the company would still have to secure approval from local governments where the FSD-style tests will be conducted.

Stockholm remains firm

Despite this, Stockholm doubled down shortly after, stating that Tesla’s FSD software remains prohibited on city roads.

“Thank you for your comments and for taking an interest in traffic issues concerning the City of Stockholm. As previously stated, the City’s assessment of the current application remains unchanged and our position is set out in the opinion,” the City of Stockhom wrote.

In light of the city’s response, some Tesla owners have vowed to campaign against current officials in the next election.

The push for FSD testing comes as Tesla faces ongoing challenges in Sweden, including a labor dispute with unions over collective bargaining agreements. Since late 2023, the conflict has resulted in strikes, blockades, and legal battles, none of which appear close to resolution. Despite regulatory and labor headwinds, Tesla continues to expand in the region, including the recent installation of Superchargers in union-backed areas.

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xAI welcomes Memphis pollution results, environmental groups push back

Tests were conducted at Macedonia Church in Boxtown, The Links at Whitehaven, and City Hall Downtown.

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xAI-supercomputer-memphis-environment-pushback
(Credit: xAI)

The City of Memphis has released initial air quality test results from three sites across the city, including one near Elon Musk’s xAI data center in South Memphis. 

According to city officials, the results showed no dangerous levels of pollutants. “At every site and for every pollutant tested, levels were either too low to detect or well below established safety thresholds,” the city’s report read.

xAI Welcomes Air Quality Test Results

Tests were conducted at Macedonia Church in Boxtown, The Links at Whitehaven, and City Hall Downtown. Memphis Mayor Paul Young stated that the data only represents a “snapshot in time” and that continued monitoring will take place.

“The City doesn’t control air quality regulations, but we stepped up to find answers. The initial results showed no dangerous levels of air pollutants at any of the tested sites. We are committed to ongoing testing to continue to inform and protect our community,” Mayor Young stated.

xAI, which opened a facility in Boxtown to house its Colossus supercomputer, welcomed the city’s initial findings. The artificial intelligence startup shared its comments in a post on social media platform X.

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“xAI welcomes the independent third-party data showing no dangerous pollutant levels at test sites near our Memphis data center. We have built a world-class data center in Memphis and we couldn’t have done it without the support of the local community and its leaders,” the company stated.

Critics Are Not Satisfied

Environmental advocates and local leaders, however, were not satisfied with the city’s initial tests. The Southern Environmental Law Center criticized the city’s approach, arguing that smog-forming emissions, including nitrogen oxides from xAI’s turbines, pose health risks that the city’s testing did not account for, as noted in a FOX 13 Memphis report.

“The city failed to measure ozone pollution–better known as smog–which we already know is a major problem in the Memphis area… As community members have warned for the last year, smog-forming pollution is a major concern with the unpermitted turbines being run at xAI’s South Memphis data center,” the group noted.

State Representative Justin J. Pearson (D-Memphis) echoed the group’s criticism.

“We do not need any more misleading reports that are more concerned with finding a conclusion conducive to Mayor Young’s unwavering support of xAI, rather than discovering the truth. Our review of the information released by the City of Memphis earlier this evening revealed a glaring and critical omission in their pollution testing and results: the monitoring of ozone which is a considerable factor in air pollution problems in Memphis,” he noted.

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