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.
RELATED:
Ford doubles its F-150 Lightning production target again to 150k units per year
“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.
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.
Elon Musk
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.
The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.
Introducing Liner Truck 3 — our latest fully electric tunnel vehicle.
– Tesla Model 3 battery and drive units
– Transports 22,000+ lb of concrete segments to the boring machine
– 28 miles of range
– 12 mph max operating speed
– Remotely piloted from Global OCC in Texas, with… pic.twitter.com/XB7FgSXnpy— The Boring Company (@boringcompany) August 7, 2026
The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.
The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.
The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.
-
It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
-
News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
-
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
