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LG Energy Solution and Honda announce U.S. EV battery plant, incentives take focus
Korea’s LG Energy Solution and Japan’s Honda Motor Co. have announced they will build a lithium-ion battery manufacturing plant in the United States. The collaboration between LG Energy Solution and Honda brings yet another large-scale EV battery manufacturing project to the United States, following CATL and Panasonic, as President Biden’s Inflation Act will now focus on domestically-produced electric vehicles and components.
LG Energy Solution and Honda’s joint venture will see a total investment of $4.4 billion to establish a battery plant with an annual capacity of approximately 40 GWh. For comparison purposes, Tesla’s Gigafactory Nevada, which jointly produces battery cells and packs with Panasonic in Sparks, Nevada, had an annual output of 37 GWh in 2020.
LG Energy Solution and Honda will build pouch-type batteries at the joint venture facility, which could land in Ohio near Honda’s vehicle manufacturing plant. Pouch-type batteries differ from the traditional cylindrical design and are usually lighter weight and more flexible. They are also extremely safe and stable, but due to their design, there is a high possibility of leaking due to puncturing the cell or overheating. The development of pouch cells is usually more expensive than cylindrical cells.
The joint venture will begin to take shape after it is officially established later this year. Meanwhile, the plant’s construction is planned to begin in early 2023. Mass production is set to begin by the end of 2025.
LG Energy’s CEO, Youngsoo Kwon, said:
“Our joint venture with Honda, which has significant brand reputation, is yet another milestone in our mid-to-long-term strategy of promoting electrification in the fast-growing North American market. Since our ultimate goal is to earn our valued customers’ trust and respect, we aspire to position ourselves as a leading battery innovator, working with Honda in achieving its core initiatives for electrification, as well as providing sustainable energy solutions to discerning end consumers.”
Additionally, President, CEO, and Representative Director of Honda, Toshihiro Mibe, said:
“Honda is working toward our target to realize carbon neutrality for all products and corporate activities the company is involved in by 2050. Aligned with our longstanding commitment to build products close to the customer, Honda is committed to the local procurement of EV batteries which is a critical component of EVs. This initiative in the U.S. with LGES, the leading global battery manufacturer, will be part of such a Honda approach.”
LG Energy Solution also has joint venture agreements with General Motors, and Hyundai, among others.
How the Inflation Reduction Act has brought EV battery plans to the U.S.
The establishment of the Inflation Act brought on a $430 billion climate, health care, and tax bill that focuses on bringing the transition to EVs closer to home. Vehicles built outside of North America will no longer be eligible for tax credits, the bill said. Electric vehicles offer considerable rebates and tax credits, most often worth $7,500, as long as the manufacturer has not already sold 200,000 electric units, according to current rules. Tesla, General Motors, and, most recently, Toyota have reached the 200,000-vehicle cap.
According to Reuters, around 70 percent of the 72 current EV and plug-in hybrids on the U.S. market would no longer qualify for tax credits under the new rules. This has made those pushing for electrification efforts rethink their strategies as the United States is looking to make major changes in EV market share goals in a short period of time. California has already committed to selling its last new gas-powered vehicle in 2034, with a ban taking effect in 2035.
However, sourcing components and parts for EVs also will become a key factor in whether the vehicle qualifies for EV tax credits. By 2024, EV manufacturers are required to source at least half of their battery components in the United States or an allied country. By 2026, this number has to increase to 80 percent and will ultimately reach 100 percent in 2029, with all battery manufacturing taking place in North America.
These new stipulations have made manufacturers scramble their plans to align with the new Inflation Reduction Act, and will hopefully encourage automakers to make a more accelerated and deliberate change in terms of electrification plans.
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Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
The figure appears on Tesla’s official safety page, which tracks performance data for FSD (Supervised) and other safety technologies.
Tesla’s Full Self-Driving (Supervised) system has now surpassed 8.4 billion cumulative miles.
The figure appears on Tesla’s official safety page, which tracks performance data for FSD (Supervised) and other safety technologies.
Tesla has long emphasized that large-scale real-world data is central to improving its neural network-based approach to autonomy. Each mile driven with FSD (Supervised) engaged contributes additional edge cases and scenario training for the system.
The milestone also brings Tesla closer to a benchmark previously outlined by CEO Elon Musk. Musk has stated that roughly 10 billion miles of training data may be needed to achieve safe unsupervised self-driving at scale, citing the “long tail” of rare but complex driving situations that must be learned through experience.
The growth curve of FSD Supervised’s cumulative miles over the past five years has been notable.
As noted in data shared by Tesla watcher Sawyer Merritt, annual FSD (Supervised) miles have increased from roughly 6 million in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and 4.25 billion in 2025. In just the first 50 days of 2026, Tesla owners logged another 1 billion miles.
At the current pace, the fleet is trending towards hitting about 10 billion FSD Supervised miles this year. The increase has been driven by Tesla’s growing vehicle fleet, periodic free trials, and expanding Robotaxi operations, among others.
With the fleet now past 8.4 billion cumulative miles, Tesla’s supervised system is approaching that threshold, even as regulatory approval for fully unsupervised deployment remains subject to further validation and oversight.
Elon Musk
Elon Musk fires back after Wikipedia co-founder claims neutrality and dubs Grokipedia “ridiculous”
Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”
Elon Musk fired back at Wikipedia co-founder Jimmy Wales after the longtime online encyclopedia leader dismissed xAI’s new AI-powered alternative, Grokipedia, as a “ridiculous” idea that is bound to fail.
Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”
Wales made the comments while answering questions about Wikipedia’s neutrality. According to Wales, Wikipedia prides itself on neutrality.
“One of our core values at Wikipedia is neutrality. A neutral point of view is non-negotiable. It’s in the community, unquestioned… The idea that we’ve become somehow ‘Wokepidea’ is just not true,” Wales said.
When asked about potential competition from Grokipedia, Wales downplayed the situation. “There is no competition. I don’t know if anyone uses Grokipedia. I think it is a ridiculous idea that will never work,” Wales wrote.
After Grokipedia went live, Larry Sanger, also a co-founder of Wikipedia, wrote on X that his initial impression of the AI-powered Wikipedia alternative was “very OK.”
“My initial impression, looking at my own article and poking around here and there, is that Grokipedia is very OK. The jury’s still out as to whether it’s actually better than Wikipedia. But at this point I would have to say ‘maybe!’” Sanger stated.
Musk responded to Sanger’s assessment by saying it was “accurate.” In a separate post, he added that even in its V0.1 form, Grokipedia was already better than Wikipedia.
During a past appearance on the Tucker Carlson Show, Sanger argued that Wikipedia has drifted from its original vision, citing concerns about how its “Reliable sources/Perennial sources” framework categorizes publications by perceived credibility. As per Sanger, Wikipedia’s “Reliable sources/Perennial sources” list leans heavily left, with conservative publications getting effectively blacklisted in favor of their more liberal counterparts.
As of writing, Grokipedia has reportedly surpassed 80% of English Wikipedia’s article count.
News
Tesla Sweden appeals after grid company refuses to restore existing Supercharger due to union strike
The charging site was previously functioning before it was temporarily disconnected in April last year for electrical safety reasons.
Tesla Sweden is seeking regulatory intervention after a Swedish power grid company refused to reconnect an already operational Supercharger station in Åre due to ongoing union sympathy actions.
The charging site was previously functioning before it was temporarily disconnected in April last year for electrical safety reasons. A temporary construction power cabinet supplying the station had fallen over, described by Tesla as occurring “under unclear circumstances.” The power was then cut at the request of Tesla’s installation contractor to allow safe repair work.
While the safety issue was resolved, the station has not been brought back online. Stefan Sedin, CEO of Jämtkraft elnät, told Dagens Arbete (DA) that power will not be restored to the existing Supercharger station as long as the electric vehicle maker’s union issues are ongoing.
“One of our installers noticed that the construction power had been backed up and was on the ground. We asked Tesla to fix the system, and their installation company in turn asked us to cut the power so that they could do the work safely.
“When everything was restored, the question arose: ‘Wait a minute, can we reconnect the station to the electricity grid? Or what does the notice actually say?’ We consulted with our employer organization, who were clear that as long as sympathy measures are in place, we cannot reconnect this facility,” Sedin said.
The union’s sympathy actions, which began in March 2024, apply to work involving “planning, preparation, new connections, grid expansion, service, maintenance and repairs” of Tesla’s charging infrastructure in Sweden.
Tesla Sweden has argued that reconnecting an existing facility is not equivalent to establishing a new grid connection. In a filing to the Swedish Energy Market Inspectorate, the company stated that reconnecting the installation “is therefore not covered by the sympathy measures and cannot therefore constitute a reason for not reconnecting the facility to the electricity grid.”
Sedin, for his part, noted that Tesla’s issue with the Supercharger is quite unique. And while Jämtkraft elnät itself has no issue with Tesla, its actions are based on the unions’ sympathy measures against the electric vehicle maker.
“This is absolutely the first time that I have been involved in matters relating to union conflicts or sympathy measures. That is why we have relied entirely on the assessment of our employer organization. This is not something that we have made any decisions about ourselves at all.
“It is not that Jämtkraft elnät has a conflict with Tesla, but our actions are based on these sympathy measures. Should it turn out that we have made an incorrect assessment, we will correct ourselves. It is no more difficult than that for us,” the executive said.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
Elon Musk fires back after Wikipedia co-founder claims neutrality and dubs Grokipedia “ridiculous”
