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The best Chinese EV manufacturer is an American company: Tesla

Photo Credit:摄影师宋威 via Tesla China

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The best Chinese EV manufacturer right now happens to be owned by an American company, Tesla. Tesla and America have a lot to be proud of.

During Tesla’s Q2 2022 earnings call yesterday, Tesla CEO Elon Musk complimented the Chinese competition but noted that the best Chinese EV manufacturer is Tesla China.

Elon Musk said that he had a lot of respect for China’s EV manufacturers. He also said that the best Chinese EV manufacturer for right now is Tesla China.

“They’re smart, they’re hardworking, and anybody that’s not as competitive as them will suffer a decline.”

“Right now the best Chinese EV manufacturer is actually Tesla China.”

Tesla China & Giga Shanghai Have A Unique History

In 2019, I wrote this article in CleanTechnica highlighting a video by Gali Filche (Hyperchange). Gali pointed out the uniqueness of Tesla’s Gigafactory Shanghai. In his video Gali said,

“Previous until now, every single car sold in China was built by a Chinese automotive manufacturer or built by a joint venture between a foreign auto company and a domestic partner,” says Gali.

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“China is literally changing their policies to cater to Tesla to allow them to come into the region. … Why does China want Tesla instead of every other automaker? It’s because they have the tech.”

To spice up the uniqueness, let’s throw in a trade war between the U.S. and China. Gali said,

“As much as people say ‘Tesla is a fraud … how are they going to compete with foreign automakers? … Elon Musk is a horrible CEO he has high executive turnover’ I look at how the company has managed to navigate one of the most complex geopolitical scenarios in modern history and actually turn its incredible friction between its two biggest markets into a massive competitive advantage is brilliant management. It’s brilliant execution by Tesla, and it’s a reason why I love to be invested in this company,”

The fact that Tesla, an American company, is the leading EV manufacturer in China, a country that is leading the manufacturing of EVs, says a lot about Tesla’s innovation.

China Will Continue To Lead If Biden Continues To Put Politics Over EVs

President Biden has said time and again that China is leading the electric vehicle race. He’s also placed his focus on Ford, GM, and a few other automakers that have had nothing to do with electrifying the automotive industry.

Not only did he and his administration outwardly snub Tesla and Elon Musk, but the president seemed to put the needs of his political allies above those of his own goals regarding EVs. I’m referring to the United Auto Workers Union EV event that was held at the White House last year. According to the White House, Tesla was excluded because this was a union event.

When asked why the White House excluded Tesla from the event, Secretary Psaki said,

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“We, of course, welcome the efforts of all automakers who recognize the potential of an electric vehicle future and support efforts that will help reach the president’s goal, and certainly, Tesla is one of those companies. Today, it’s the three largest employers of the United Auto Workers and the UAW president who will stand with President Biden as he announces his ambitious new target, but I would not expect this is the last time we talk about clean cars, the move toward electric vehicles, and we look forward to having a range of partners in that effort.”

When asked about Tesla being a non-union company, she said that these are the three largest employers of the United Auto Workers.

“Well, these are the three largest employers of the United Auto Workers, so I’ll let you draw your own conclusion.”

President Biden has then since acknowledged Tesla’s leadership in the EV space but the administration is still favoring the automakers who aren’t doing as much as Tesla in this space.

Politricks Aside, Tesla Continues To Lead

Tesla is continuing to lead as it pushes forward in its mission. Recently, there were at least 7,000 Tesla EVs spotted at Shanghai’s Luchao port. Tesla also announced in its Q2 2022 Shareholder Deck that Giga Shanghai is listed with an annual capacity of over 750,000 cars.

I’m sure that in Q3 we will see the results of Giga Texas, Giga Berlin the Fremont factory, and Giga Shanghai combined.

Disclaimer: Johnna is a partial Tesla shareholder with under 1 share currently. She plans on buying more and supports Tesla and its mission. 

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If you have a tip, feel free to send them to johnna@teslarati.com

 

Johnna Crider is a Baton Rouge writer covering Tesla, Elon Musk, EVs, and clean energy & supports Tesla's mission. Johnna also interviewed Elon Musk and you can listen here

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Elon Musk teases Tesla Roadster unveiling once again

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tesla roadster
Credit: Tesla

Elon Musk continues to tease the unveiling event for the Tesla Roadster, a continuing trend that has grown into a bigger game of “When” for fans who have been waiting years for the car to finally enter production.

A video shared on X of the Joe Rogan Experience podcast that Musk appeared on last year, teasing the Roadster unveiling, was shared once again on the social media platform. The poster said the Roadster event will be “unforgettable.”

Musk agreed:

The timing is interesting because just yesterday, Musk said that we will be getting flying cars, and for years, Tesla has hinted that it could develop a SpaceX cold gas thruster package that would help the car float or fly for a short period of time.

It would be reasonable to assume Tesla’s major delays with this unveiling event are likely caused by the company’s need to break the rules and push the envelope on nearly everything. Last July, Lars Moravy, Tesla’s VP of Vehicle Engineering, said:

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“Roadster is definitely in development. We did talk about it last Sunday night. We are gearing up for a super cool demo. It’s going to be mind blowing. We showed Elon some cool demos last week of the tech we’ve been working on and he got a little excited.”

The latest updates that Tesla has given us are that the Roadster is in design development, and it did have several potential dates for an unveiling event this year, including April. It was then pushed to August.

However, there are no clues as to when Tesla will be ready, and fans are certainly getting frustrated with the delays.

For what it is worth, Franz von Holzhausen told Jay Leno this week that the event would be “very soon.”

We sure hope.

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Tesla’s driverless Cybercab just passed a big test with State Governor

Florida’s governor rode Tesla’s Cybercab at a closed test track and called the experience impressive.

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Florida Governor Ron DeSantis rode in a Tesla Cybercab on a closed test track this week and came away impressed, posting on X that the vehicle “successfully navigated all hazards — a kid running into the street, a crash with police stopping traffic, a Model S cutting us off, etc.” He called the ride “impressive.”

The stop was part of a broader event Monday at SunTrax, a 775 acre state owned proving ground in Auburndale that Florida built specifically to test autonomous and connected vehicles before they reach public roads. Standing next to a gold Cybercab, DeSantis described the car in plain terms: “You go in there and you just sit. You have a screen. There’s no steering wheel, no pedals. Clearly these things could be very beneficial.”

DeSantis paired the praise with a caveat that has followed autonomous vehicles since the category existed. “You don’t want to be in an autonomous vehicle and it drives you into a ditch. That would not be good,” he said, framing safety validation as the gate before wider deployment.

SunTrax, the 2.25 mile oval which the state calls the only high speed autonomous vehicle test track in the Southeast, can simulate rain, pedestrian crossings, hills and crowded urban conditions at highway speeds, letting companies push a car past what an early public rollout would risk. Tesla, Waymo and Beep all use the facility, and Florida’s regulatory approach, among the most permissive for autonomous vehicles in the country, doesn’t require a human operator inside a fully autonomous car.

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Tesla has reason to want the blessing of Florida and states beyond, as the Cybercab entered volume production at Gigafactory Texas this spring and has since self certified as SAE Level 4 under Texas law. Public road testing so far has kept a safety monitor in the passenger seat, and Florida is where Tesla has been expanding its existing Model Y based Robotaxi service instead, adding Miami in July and then Orlando and Tampa two weeks later. A closed track endorsement from a sitting governor doesn’t change any of that, but it does put Tesla’s newest hardware in front of a state that has already shown it will move fast on rules.

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Tesla wins three-year standoff against Sweden’s IF Metall union

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Credit: Tesla Europe and Middle East | X

Sweden’s IF Metall union has announced that it is ending all protests against Tesla, effective immediately.

The union said in a statement this morning:

“There seems to be no limits to the length Tesla would go to keep unions out of their operations. Unfortunately, they have managed to pay their way out in Sweden. At least that has given the former IF Metall members more money in their pocket, but the insecurity of not having a union or a collective agreement still remains.”

IF Metall has been after Tesla in Sweden for the past three years, attempting to push unionized operations into its factories. Tesla, on the other hand, has given its employees the chance to unionize in various markets. However, the organization says that Tesla has “bought out all of its striking members.”

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“Today, we end our industrial action against Tesla. We do so because it can no longer have an effect – not because our principles have changed,” a written statement said.

Over the past three years, IF Metall has definitely been a thorn in the side of Tesla and its operations in Sweden. The primary strike started in October 2023, when IF Metall members at Tesla’s Swedish Service Centers refused to work.

IF Metall chair to Elon Musk: “Give us a chance” as Tesla Sweden strike hits 2 years

Strikes extended to blockades and work stoppages at non-Tesla-owned repair shops that service Teslas. This limited and stopped anything related to warranties, transport damage, and other work on Teslas ending, eliminating work arounds for customers.

Sympathy strikes followed, as postal workers, dock workers, electricians, and other tradesmen stopped working. Add in lawsuits and other pressures, and you get the full scope of what strategies the union has used against Tesla over the past several years.

But now, it’s all over.

“We will continue to defend the right of workers to organize. We will continue to fight for collective bargaining. And we will continue to stand in solidarity with workers and trade unions facing similar challenges elsewhere – just as you have stood with us,” IF Metall said.

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