News
Ford study shows pickup truck electrification has substantial greenhouse gas reduction rate
Ford and University of Michigan researchers conducted a new study that evaluated the savings in greenhouse gas emissions in battery-electric pickup trucks relative to gas-powered pickups. It also assessed the reductions in other light-duty vehicles when compared to their gas-powered counterparts.
According to the study, sedan, SUV, and pickup truck battery-electric vehicles have approximately 64 percent lower cradle-to-grave life cycle greenhouse gas emissions than the same vehicles with combustion engine powertrains. On average, replacing a traditional gas engine with an electric powertrain can save up to 74 metric tons of carbon dioxide over the lifetime of a vehicle, the study says.
Automakers are utilizing the transition to electrification as a main strategy to combat rising greenhouse gas emission rates. Ford says light-duty vehicles, including sedans, SUVs, and pickup trucks, are currently responsible for 58 percent of the United States transportation sector’s emissions. Pickups made up 14 percent of light-duty vehicle sales in the U.S. in 2020, with increases in the sales of SUVs and pickups since that data was released, meaning more emissions are released every year.
Ford is one of the most committed automotive companies in terms of transitioning to electrification. The Mustang Mach-E, which hit the market first for Ford, has quickly become one of the best-selling EVs in the United States. Last year, it trailed only the Tesla Model Y in the all-electric crossover sector. The F-150 Lightning, Ford’s electrified take on its popular pickup truck series, is set to begin deliveries this Spring. Additionally, Ford has started shipping the E-Transit to fulfill commercial demands, including one 1,110-unit order for Wal-Mart.
Ford’s Farley commits to 600k units in 22 months: ‘I think we’re one of the first to scale’
The study gave more evidence that transitioning to electric powertrains is more sustainable than gas-p0wered options, especially from the vehicle’s first mile to its last.
“This is an important study to inform and encourage climate action. Our research clearly shows substantial greenhouse gas emission reductions that can be achieved from transitioning to electrified powertrains across all vehicle classes,” Greg Keoleian, a professor at the University of Michigan School for Environment and Sustainability, said. Keoleian was the study’s senior author.
The Study
Researchers conducted a cradle-to-grave life cycle assessment of pickup tucks and compared it to an assessment of electrified versions of pickups, sedans, and SUVs. The study used three different model year 2020 powertrain options, including ICE engine vehicles, hybrid-electric vehicles, and battery-electric vehicles. The study looked at midsize sedans, midsize SUVs, and full-size pickups, accounting for differences in fuel economy, annual mileage, vehicle production, and vehicle lifetime across vehicle classes.
“This study expands upon previous studies that have focused on comparing battery-electric vehicle sedans to their internal-combustion-engine or hybrid counterparts,” Keoleian added. “We report emissions for vehicle production, use, and end-of-life stages on a per-mile basis and over the total vehicle lifetime. In addition, we analyzed the regional variation in emissions considering differences in electricity grid mixes and ambient temperatures, and we also explored the effects of the rate of grid decarbonization on emission reduction.”
Researchers found that switching to an electric vehicle results in great total tonnage of emissions reductions as the vehicle size increases. This is due to greater fuel consumption from larger-classed vehicles.
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“Though the percentage savings is approximately the same across vehicle classes, on average replacing an internal-combustion-engine sedan with a battery-electric sedan saves 45 metric tons of carbon dioxide equivalent, replacing an internal-combustion-engine SUV with a battery-electric SUV saves 56 metric tons of carbon dioxide equivalent, and replacing an internal-combustion-engine pickup with a battery-electric pickup saves 74 metric tons carbon dioxide equivalent over the lifetime of the vehicles,” Max Woody, Center for Sustainable Systems Research Specialist, said. Woody is listed as the study’s first author.
Researchers also concluded that BEV manufacturing has larger emissions rates than ICE vehicle manufacturing. Battery-electric sedans had a breakeven time of 1.2 to 1.3 years, while SUVs sat at 1.4 to 1.6 years, and pickups sat at 1.3 years, based on the average U.S. grid and vehicle miles traveled, the study said.
Officially published on March 1 in the journal Environmental Research Letters, the full study is available here.
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Investor's Corner
Tesla investor Calpers opposes Elon Musk’s 2025 performance award
Musk’s 2025 pay plan will be decided at Tesla’s 2025 Annual Shareholder Meeting, which will be held on November 6 in Giga Texas.
One of the United States’ largest pension funds, the California Public Employees’ Retirement System (Calpers), has stated that it will be voting against Elon Musk’s 2025 Tesla CEO performance award.
Musk’s 2025 pay plan will be decided at Tesla’s 2025 Annual Shareholder Meeting, which will be held on November 6 in Giga Texas. Company executives have stated that the upcoming vote will decide Tesla’s fate in the years to come.
Why Calpers opposes Musk’s 2025 performance award
In a statement shared with Bloomberg News, a Calpers spokesperson criticized the scale of Musk’s proposed deal. Calpers currently holds about 5 million Tesla shares, giving its stance meaningful influence among institutional investors.
“The CEO pay package proposed by Tesla is larger than pay packages for CEOs in comparable companies by many orders of magnitude. It would also further concentrate power in a single shareholder,” the spokesperson stated.
This is not the first time Calpers has opposed a major Musk pay deal. The fund previously voted against a $56 billion package proposed for Musk and criticized the CEO’s 2018 performance-based plan, which was perceived as unrealistic due to its ambitious nature at the time. Musk’s 2018 pay plan was later struck down by a Delaware court, though Tesla is currently appealing the decision.
Musk’s 2025 CEO Performance Award
While Elon Musk’s 2025 performance award will result in him becoming a trillionaire, he would not be able to receive any compensation from Tesla unless aggressive operational and financial targets are met. For Musk to receive his full compensation, for example, he would have to grow Tesla’s market cap from today’s $1.1 trillion to $8.5 trillion, effectively making it the world’s most valuable company by a mile.
Musk has also maintained that his 2025 performance award is not about compensation. It’s about his controlling stake at Tesla. “If I can just get kicked out in the future by activist shareholder advisory firms who don’t even own Tesla shares themselves, I’m not comfortable with that future,” Musk wrote in a post on X.
News
Tesla Cybercab is heading to China’s import expo
The event will take place from November 5–10 at Shanghai’s National Exhibition and Convention Center.
Tesla will make its return to the China International Import Expo (CIIE) this November, marking its first appearance at the event since 2022. The U.S. electric vehicle maker confirmed it will showcase its highly anticipated Cybercab, which will make its Asia-Pacific debut during the event.
The expo will take place from November 5–10 at Shanghai’s National Exhibition and Convention Center.
Tesla Cybercab in China
Tesla announced its participation in the event on its official Weibo account. As per the electric vehicle maker, it would be occupying Booth A3-03 in Hall 2.1 at the National Exhibition and Convention Center. As noted in a CNEV Post report, the Cybercab, the company’s dedicated autonomous two-seater Robotaxi, will be making its Asia-Pacific debut at the CIIE as well.
The company shared a graphic on Chinese social media which showed an image featuring several Tesla products, such as the Cybercab, Optimus, and Megapack batteries. The graphic also featured a building that read “Master Plan Part IV.”
Tesla’s momentum in China
Tesla’s return comes after skipping the event last year. Interestingly enough, Tesla attended the event from 2018 all the way to 2023. Tesla’s return to the CIIE then aligns with the company’s efforts to attract consumer interest in the world’s most competitive electric vehicle market.
The Cybercab’s presence in the event could suggest that Tesla might be interested in bringing its Robotaxi to the country. This is quite interesting as China is already home to several autonomous ride-hailing services, though Tesla’s pure vision approach, which focuses on artificial intelligence and cameras, is quite unique. So far, Tesla has only rolled out its autonomous ride-hailing services in Austin, Texas, and the Bay Area, California.
News
Tesla Semi factory looks nearly complete
Based on recent images taken of the facility, it appears that the Semi’s initial production might be right on schedule.
The Tesla Semi factory looks like it is nearing completion. Based on recent images taken of the facility, it appears that the Semi’s initial production might be right on schedule.
This was, at least, as per recent observations from a veteran Tesla watcher who has long been chronicling the progress of the facility.
Tesla Semi factory today
As per longtime Tesla Semi advocate @HinrichsZane, the Class 8 all-electric truck’s factory in Nevada looks almost completed. The facility’s exterior looks finished, which suggests that much of the work being done today is likely focused on the factory’s interior and equipment.
This was highlighted in recent photos taken by the drone operator, which show that the facility’s parking lots are now filled with vehicles. A photo taken before dawn also highlighted just how refined the factory has become over the past months. Needless to say, it appears that the factory is all but ready to start the initial production of the Tesla Semi.
Deliveries and targets
Tesla has stated that the Semi factory will start producing the Class 8 all-electric truck by 2026. This was stressed by Elon Musk in a previous comment on X, when he stated that “Tesla Semi will be in volume production next year.” Once ramped, the facility will be capable of producing about 50,000 Tesla Semi units annually. This should help the Semi disrupt and potentially saturate the United States’ transport sector.
Progress in the Tesla Semi factory has been notable in the past months. Just a few months ago, drone footage of the site revealed that Tesla was shipping extremely large production equipment into the facility. These included what appeared to be a gigantic stamping machine that was so large and heavy that it was shipped to the Semi factory using two diesel trucks and a triple trailer.
Tesla investor Calpers opposes Elon Musk’s 2025 performance award
Tesla Cybercab is heading to China’s import expo
Tesla Semi factory looks nearly complete
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