

News
How EV adoption is soaring in unlikely circumstances, and what could make it better
The adoption of electric vehicles has continued to skyrocket over the past several years despite challenging supply chain conditions, less-than-ideal geopolitical scenarios, lingering effects of the COVID-19 pandemic, and the soaring cost of EV materials. How this optimism remains was examined in a recent white paper from Cox Automotive, which outlined how EVs continue to defy all odds and gain market share, despite monumental challenges standing in the sector’s way.
EV Adoption grows despite rough conditions
The state of EV adoption is relatively healthy, with more Americans buying EVs than ever despite increased costs and extended wait times for delivery. Automakers across the EV manufacturing industry have been forced to adjust prices and vehicle lineups due to the increased cost of materials and supply chain deals. Tesla, for example, axed the $35,000 Standard Range+ Model 3, and its most affordable vehicle now starts at well over $40,000. Rivian was forced to push prices upward due to materials costs soaring after Russia’s invasion of Ukraine, and these examples are just two of many.
Supply chain bottlenecks have also forced consumers to push back wait times for EVs considerably. Some configurations of EVs are not available until next year due to extensive order logs; take the Long Range Tesla Model 3, for example, which won’t be available until 2023 because of its heavy demand.
Despite this, EV adoption has increased every year since 2019. “Americans are buying EVs at a record pace despite rising prices and long waits for delivery. The fleet industry is also taking note with fleet operators highly motivated to replace their gas-powered fleets with EVs to achieve sustainability goals, drive efficiency and reduce total cost of ownership,” Cox Automotive wrote in the summation of its white paper.
Price Parity and the EV Tax Credit
Price parity has always been talked about when it comes to EVs. It does not take a genius to figure out that the average person will choose an affordable car over an expensive one, even if the expensive one will not require weekly stops at the pump. However, one of the biggest things keeping EVs from extremely rapid adoption is the prices of the cars themselves, which have increased considerably over the past year due to materials costs soaring.
Luckily, consumers can take advantage of the Inflation Reduction Act, which will provide EV buyers with tax credits based on where their vehicle was manufactured and whether the car equips a U.S.-manufactured battery. “Tax incentives available as part of the Inflation Reduction Act of 2022 will be critical to consumer adoption, helping offset the cost of pricey EVs.” This is a key point in the mass adoption in EVs, and consumers will likely stick to gas-powered cars as long as they are able to if they are more affordable than a quality EV.
Supply Chain Disruptions have slowed EV adoption considerably
Related to other points already made, supply chain disruptions and constraints are slowing EV adoption. U.S.-based EV manufacturers are too reliant on foreign companies for parts, Cox said. Automakers are pushing to produce battery packs and other parts in the U.S., which will eventually help combat slow logistics times.
“Global computer chip and material shortages are impacting production, raising the price of new and used vehicles, and contributing to long waits to buy new EV models.” Consumers want affordable and they want it now. Costs will continue to remain high, and wait times will stay long if U.S. automakers do not adopt domestic supply chain strategies.
Superior EV tech is keeping the U.S. competitive
Domestic supply chain bottlenecks may have some consumers willing to spend a little extra opting for other vehicle options. If someone is willing to spend $160,000 on a car and they can buy a 2022 Porsche 911 GT3 and get it in two weeks, they’re more likely to buy that instead of waiting months for a Tesla Model S Plaid if environmental reasons and fuel savings are not being considered. Tech and the innovations of battery chemistries and recycling are keeping the U.S. automakers in focus. If battery makers can develop various battery chemistries comprised of materials that can be sourced in the U.S., wait times will reduce and cars will have more availability.
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Elon Musk
Tesla reveals it is using AI to make factories more sustainable: here’s how
Tesla is using AI in its Gigafactory Nevada factory to improve HVAC efficiency.

Tesla has revealed in its Extended Impact Report for 2024 that it is using Artificial Intelligence (AI) to enable its factories to be more sustainable. One example it used was its achievement of managing “the majority of the HVAC infrastructure at Gigafactory Nevada is now AI-controlled” last year.
In a commitment to becoming more efficient and making its production as eco-friendly as possible, Tesla has been working for years to find solutions to reduce energy consumption in its factories.
For example, in 2023, Tesla implemented optimization controls in the plastics and paint shops located at Gigafactory Texas, which increased the efficiency of natural gas consumption. Tesla plans to phase out natural gas use across its factories eventually, but for now, it prioritizes work to reduce emissions from that energy source specifically.
It also uses Hygrometric Control Logic for Air Handling Units at Giafactory Berlin, resulting in 17,000 MWh in energy savings each year. At Gigafactory Nevada, Tesla saves 9.5 GWh of energy through the use of N-Methylpyrrolidone refineries when extracting critical raw material.
Perhaps the most interesting way Tesla is conserving energy is through the use of AI at Gigafactory Nevada, as it describes its use of AI to reduce energy demand:
“In 2023, AI Control for HVAC was expanded from Nevada and Texas to now include our Berlin-Brandenburg and Fremont factories. AI Control policy enables HVAC systems within each factory to work together to process sensor data, model factory dynamics, and apply control actions that safely minimize the energy required to support production. In 2024, this system achieved two milestones: the majority of HVAC infrastructure at Gigafactory Nevada is now AI-controlled, reducing fan and thermal energy demand; and the AI algorithm was extended to manage entire chiller plants, creating a closed-loop control system that optimizes both chilled water consumption and the energy required for its generation, all while maintaining factory conditions.”
Tesla utilizes AI Control “primarily on systems that heat or cool critical factory production spaces and equipment.” AI Control communicates with the preexisting standard control logic of each system, and any issues can be resolved by quickly reverting back to standard control. There were none in 2024.
Tesla says that it is utilizing AI to drive impact at its factories, and it has proven to be a valuable tool in reducing energy consumption at one of its facilities.
Elon Musk
Tesla analysts believe Musk and Trump feud will pass
Tesla CEO Elon Musk and U.S. President Donald Trump’s feud shall pass, several bulls say.

Tesla analysts are breaking down the current feud between CEO Elon Musk and U.S. President Donald Trump, as the two continue to disagree on the “Big Beautiful Bill” and its impact on the country’s national debt.
Musk, who headed the Department of Government Efficiency (DOGE) under the Trump Administration, left his post in May. Soon thereafter, he and President Trump entered a very public and verbal disagreement, where things turned sour. They reconciled to an extent, and things seemed to be in the past.
However, the second disagreement between the two started on Monday, as Musk continued to push back on the “Big Beautiful Bill” that the Trump administration is attempting to sign into law. It would, by Musk’s estimation, increase spending and reverse the work DOGE did to trim the deficit.
Every member of Congress who campaigned on reducing government spending and then immediately voted for the biggest debt increase in history should hang their head in shame!
And they will lose their primary next year if it is the last thing I do on this Earth.
— Elon Musk (@elonmusk) June 30, 2025
President Trump has hinted that DOGE could be “the monster” that “eats Elon,” threatening to end the subsidies that SpaceX and Tesla receive. Musk has not been opposed to ending government subsidies for companies, including his own, as long as they are all abolished.
How Tesla could benefit from the ‘Big Beautiful Bill’ that axes EV subsidies
Despite this contentious back-and-forth between the two, analysts are sharing their opinions now, and a few of the more bullish Tesla observers are convinced that this feud will pass, Trump and Musk will resolve their differences as they have before, and things will return to normal.
ARK Invest’s Cathie Wood said this morning that the feud between Musk and Trump is another example of “this too shall pass:”
BREAKING: CATHIE WOOD SAYS — ELON AND TRUMP FEUD “WILL PASS” 👀 $TSLA
She remains bullish ! pic.twitter.com/w5rW2gfCkx
— TheSonOfWalkley (@TheSonOfWalkley) July 1, 2025
Additionally, Wedbush’s Dan Ives, in a note to investors this morning, said that the situation “will settle:”
“We believe this situation will settle and at the end of the day Musk needs Trump and Trump needs Musk given the AI Arms Race going on between the US and China. The jabs between Musk and Trump will continue as the Budget rolls through Congress but Tesla investors want Musk to focus on driving Tesla and stop this political angle…which has turned into a life of its own in a roller coaster ride since the November elections.”
Tesla shares are down about 5 percent at 3:10 p.m. on the East Coast.
Elon Musk
Tesla scrambles after Musk sidekick exit, CEO takes over sales
Tesla CEO Elon Musk is reportedly overseeing sales in North America and Europe, Bloomberg reports.

Tesla scrambled its executives around following the exit of CEO Elon Musk’s sidekick last week, Omead Afshar. Afshar was relieved of his duties as Head of Sales for both North America and Europe.
Bloomberg is reporting that Musk is now overseeing both regions for sales, according to sources familiar with the matter. Afshar left the company last week, likely due to slow sales in both markets, ending a seven-year term with the electric automaker.
Tesla’s Omead Afshar, known as Elon Musk’s right-hand man, leaves company: reports
Afshar was promoted to the role late last year as Musk was becoming more involved in the road to the White House with President Donald Trump.
Afshar, whose LinkedIn account stated he was working within the “Office of the CEO,” was known as Musk’s right-hand man for years.
Additionally, Tom Zhu, currently the Senior Vice President of Automotive at Tesla, will oversee sales in Asia, according to the report.
It is a scramble by Tesla to get the company’s proven executives over the pain points the automaker has found halfway through the year. Sales are looking to be close to the 1.8 million vehicles the company delivered in both of the past two years.
Tesla is pivoting to pay more attention to the struggling automotive sales that it has felt over the past six months. Although it is still performing well and is the best-selling EV maker by a long way, it is struggling to find growth despite redesigning its vehicles and launching new tech and improvements within them.
The company is also looking to focus more on its deployment of autonomous tech, especially as it recently launched its Robotaxi platform in Austin just over a week ago.
However, while this is the long-term catalyst for Tesla, sales still need some work, and it appears the company’s strategy is to put its biggest guns on its biggest problems.
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