If you think Big Oil is oblivious to the threat that electric vehicles pose to industry profits, think again. BP has forecast that oil demand will peak in the 2030s as EVs enter the mainstream. The CEO of Royal Dutch Shell has said the next car he purchases will be an EV, and the CEO of Total says he’s already driving one. At the recent CERAWeek conference in Houston, an annual gathering of players in the oil and gas fields, one of the hottest tickets was a seminar on batteries.
While some in the oil and auto industries still have their heads firmly ensconced in the sand (or perhaps another, more malodorous metaphorical location), others, notably the leaders of Europe-based oil conglomerates, are taking concrete steps to prepare for a future with fewer gas-burning vehicles.
Ironically, one of those moves could be investing more in “downstream” operations such as retail gas stations. Betting that oil demand will continue to grow in developing countries for some time, even as it shrinks in the wealthy world, Shell plans to expand its global network of gas stations and convenience stores, mostly in China, India, Indonesia, Russia and Mexico. According to BusinessDay, Shell and rivals such as BP see retail as a way to secure demand for the fuels they refine as overall global demand heads towards a peak.
Over the past couple of decades, the business of selling fuel to drivers has radically changed. In the US, the iconic “filling station,” where a rumpled mechanic was on hand to check your oil and fix a flat, and the culinary selection was limited to a Coke machine and bags of stale peanuts, has been replaced by a mini-supermarket, with twenty touchscreen-equipped gas pumps and 500 flavors of designer coffee.
Even as retail fuel outlets have evolved, their number has been declining for decades. A recent article in Sky News notes that since 1970, the number of stand-alone petrol stations in the UK has shrunk by 75%. In Japan, the number of EV charging points surpassed the number of gas stations in 2015.
One reason for the transformation of the retail gas business is that margins on selling fuel are razor-thin. Gas is increasingly seen as a loss leader to attract customers who will spend money on drinks and snacks. Of course, that’s exactly how EV charging is seen by many industry observers, so it makes perfect sense that some oil purveyors (again, mostly European brands so far) are installing chargers at their retail locations.
Last year, Shell began installing EV charging points at gas stations (“forecourts” to our British mates) in the Netherlands and the UK (in partnership with Dutch charging operator Allego), as well as in Norway and the Philippines. It has also acquired Dutch charging network operator NewMotion, which manages over 30,000 charging points in 25 European countries.
Above: More about the Shell Recharge program in the UK (Youtube: Shell)
BP, the dominant petrol retailer in the UK, recently acquired a stake in FreeWire, a developer of mobile rapid charging systems. Motor Fuel Group, the UK’s second-largest independent operator of forecourts, also has plans to offer fast charging.
“Downstream is helping Shell to thrive during the global shift to a lower-carbon energy system,” says John Abbott, Shell’s Director of Downstream. “We are helping to deliver tomorrow’s products, services and technologies, from battery-electric vehicle charging to next-generation biofuels, LNG for transport to hydrogen.”
Why is Europe leading the way when it comes to charging at the gas station? Demographics may be one reason: in contrast to the US, where suburban drivers charge at home, many UK drivers (perhaps up to 80%, according to research by National Grid) live in flats with no assigned parking spaces, and must park their cars on the street. This is also the case in China, and in dense urban areas around the world. If EVs are to become a viable option for all drivers, some solution to this dilemma must be found, and rapid charging at public locations could be an option.
The oil giants are also exploring some less practical strategies to meet the electric threat. Some planners at Shell seem to believe that consumers won’t feel the need to buy EVs if they can assuage their consciences by greenwashing away their carbon footprints. Canada’s Financial Post reports that Shell is starting a program that earmarks 2 cents per liter of gas towards planting trees. “This means that everybody who has a car can actually be carbon-free, said Chief Executive Ben van Beurden. “They don’t have to buy an electric car.”
Petroleum analyst Dan McTeague called this gimmick “redundant,” noting that most Canadians already pay a carbon tax that amounts to more than 2 cents per liter. “Beside the point” is another description that comes to mind. As regular readers of this column know, reducing carbon emissions is only one argument for buying an EV. The main reason electrics will replace fossil vehicles is the same reason that the oil-burners replaced horses: they represent newer technology and a superior product.
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Note: Article originally published on evannex.com by Charles Morris
Lifestyle
Tesla hit by Iranian missile debris in Israel
A Tesla in Israel absorbed a direct hit from missile debris, and the glassroof held.
On March 30, 2026, Lara Shusterman was in Netanya, Israel when Iranian ballistic missiles triggered air raid sirens across the city. While she remained in safety, her 2024 Tesla Model Y did not escape untouched. A heavy piece of missile debris struck the car’s massive glass roof, leaving a deep crater but without shattering. In a Facebook post to the Tesla Israel community the following morning, Shusterman described what happened: “The glass did not shatter into dangerous shards. She stopped the damage and pushed the metal part to the ground.” She closed by thanking Elon Musk and the Tesla team for building what she called “security and a sense of trust even in extreme situations.”
Netanya is a coastal city in central Israel, roughly 18 miles north of Tel Aviv and has been among the areas most frequently struck during Iran’s ongoing missile campaign, following coordinated U.S. and Israeli strikes on Iranian military infrastructure. Falling shrapnel from intercepted missiles is a common occurrence.
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- Tesla Model Y glass roof shattered from a piece of falling Iranian missile debris
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- A piece of Iranian missile debris that struck Lara Shusterman’s Tesla Model Y in Netanya, Israel on March 30, 2026, after being intercepted by Israeli air defenses.
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- Tesla Model Y glass roof shattered from a piece of falling Iranian missile debris
Source: Tesla Israel Facebook Group
The incident is a testament to Tesla’s structural engineering. Tesla’s glass roof is designed to support over four times the vehicle’s own weight. That strength has shown up in real-world accidents too. In 2021, a Model Y in California was struck by a falling tree during a storm, with the glass roof holding firm and the cabin remaining intact. In another widely reported incident, a Tesla Model Y plunged 250 feet off the cliff at Devil’s Slide in California in January 2023, with all four occupants, including two young children, surviving.
Disturbing details about Tesla’s 250-foot cliff drop emerge amid initial investigation
Tesla officially launched sales in Israel in early 2021 and captured over 60 percent of Israel’s EV market in the first year. The brand’s foothold in Israel remains significant. Tens of thousands of Teslas are now on Israeli roads, making incidents like Shusterman’s easy to corroborate. On the same week her Model Y took the hit, the U.S. Space Force awarded SpaceX a $178.5 million contract to launch missile tracking satellites, a separate but fitting reminder of how intertwined the Musk ecosystem has become with the realities of modern conflict.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Elon Musk
Tesla Optimus Gen 3 is coming to the Tesla Diner with new ambitions
Tesla’s Optimus robot left the Hollywood Diner within months of opening. Now Musk is planning its return with a bigger role and a major Gen 3 upgrade underway.
![Tesla Optimus Gen 3 [Credit: Tesla]](https://www.teslarati.com/wp-content/uploads/2026/03/tesla-optimus-gen3-diner.jpg)
Tesla’s Optimus robot was one of the most talked-about features when the Tesla Diner opened on Santa Monica Boulevard in Hollywood on July 21, 2025. Dubbed “Poptimus” by Tesla fans, the Gen 2 robot stood upstairs at the retro-futuristic, drive-in theater and Tesla Supercharging station, scooping popcorn into bags and handing them to guests with a wave.
The diner itself had been years in the making. Elon Musk first floated the idea in 2018 with a tweet about building an “old-school drive-in, roller skates & rock restaurant” at a Hollywood Supercharger. What eventually opened was a unique two-story neon-lit space, with 80 EV charging stalls, and Optimus serving as a live demonstration of where Tesla’s ambitions were headed.
If our retro-futuristic diner turns out well, which I think it will, @Tesla will establish these in major cities around the world, as well as at Supercharger sites on long distance routes.
An island of good food, good vibes & entertainment, all while Supercharging! https://t.co/zmbv6GfqKf
— Elon Musk (@elonmusk) July 21, 2025
But Optimus did not stay long, and was gone by December 2025.
Now, the robot is set to return with a more demanding job. Musk has ambitions for Optimus to take on a food runner role in 2026, delivering meals directly to cars at the Supercharger stalls. While the latest Gen 3 Optimus is likely to initially take on its previous popcorn-serving role, it wouldn’t be out of the question for Optimus to see a quick promotion. With improved hand dexterity that features 50 total actuators and 22 degrees of freedom per hand, and significantly more powerful processing through Tesla’s latest AI5 chip that includes Grok-powered voice interaction, Musk described Optimus at the Abundance Summit on March 12, 2026, as “by far the most advanced robot in the world, Nothing’s even close.”
Back to work
See you at Tesla Diner tomorrow pic.twitter.com/H3tTajrUbu
— Tesla Optimus (@Tesla_Optimus) March 30, 2026
That confidence is backed by a major manufacturing shift. At the Q4 2025 earnings call in January, Musk announced Tesla would discontinue the Model S and Model X and convert those Fremont production lines to build Optimus. “It’s time to basically bring the Model S and X programs to an end,” he said, calling for a pivot that reflects where the Tesla’s future lies.
SpaceX is keeping the Space Station alive again this weekend
Tesla hits FSD hackers with surprise move
