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Why Musk is supporting former Exxon Mobil CEO for Secretary of State

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President Donald Trump greets Wendell P. Weeks, right, Chief Executive Officer of Corning, as he host breakfast with business leaders in the Roosevelt Room of the White House in Washington, Monday, Jan. 23, 2017. On the left of is Elon Musk, CEO of SpaceX and Tesla Motors. (AP Photo/Pablo Martinez Monsivais)

Elon Musk shocked social media when he tweeted an endorsement of Rex Tillerson as the next US Secretary of State on Tuesday. Musk has a few good things to say about Donald Trump leading up to his Presidency and Trump’s choice of the former CEO of Exxon Mobil seems to be a slap in the face to anybody who is concerned about global warming and the role fossil fuels have played in it.

Exxon Mobil is currently being investigated by the attorneys general of the New York and Massachusetts. Both contend the company knew of the harm that burning fossil fuels could do to the environment 40 years ago but elected to spend billions funding special interest groups to oppose the climate change message being put forth by James Hansen, The Union of Concerned Scientists, and others.

Weaning the world off fossil fuels is one of the central themes of Elon Musk’s plan to build compelling electric cars and promote solar power. What could he possibly find appealing about the CEO of the largest oil company in the world?

Yesterday, The Economist endorsed Tillerson and Musk tweeted shortly afterwards that he agreed with The Economist.

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Musk added, “Rex is an exceptionally competent executive, understands geopolitics and knows how to win for his team. His team is now the USA. I share The Economist’s opinion that he should be given the benefit of the doubt unless his actions prove otherwise.

Has Elon deserted his loyal fans who tend to be rather more ecologically aware than the norm? Apparently not. Later in the day, he revealed the reason why he supports Tillerson for Secretary of State.

Musk is betting that Tillerson will be able to influence Donald Trump to accept a carbon tax, something Musk has been advocating for since he first joined Tesla Motors. It is a way to eliminate what economists refer to as an “untaxed externality,” something that is a cost of doing business that is not incorporated into the price of finished goods.

Musk delicately refers to the fact that fossil fuel companies largely avoid paying the environmental and societal costs of their activities  as “the turd in the punchbowl.” During the COP21 Paris climate summit, he made a compelling case for a carbon tax to a distinguished audience at the Sorbonne. In Tillerson, he seems to believe he has an important ally.

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Musk has also been present at a number of meetings with Donald Trump, leading some to question whether his apparent support for the new President could alienate some of Musk’s traditional supporters. Until now, Musk and Tesla have been careful not to become embroiled in the divisive political storm that is roiling America.

Treading carefully between the needs of his businesses, the needs of his customers, and the policies of the new government may be one of the toughest challenges Musk has ever faced. Uber, for instance, has suffered a backlash from people incensed that CEO Travis Kalanik has accepted an appointment to one of Trump’s policy forums for business leaders. Musk is also a member of the same forum, but so far there has been no political backlash against Musk and Tesla.

Tesla is doing what Trump wants other car companies to do — build more American factories that employ American workers. But SpaceX is dependent on NASA for a significant portion of its future income. Of all Musk’s business ventures, it can least afford to alienate the current occupant of the Oval Office.

Musk may have made a carefully calibrated political calculation with regard to his working arrangements with the administration, but his support for and trust in Rex Tillerson seems to be grounded in the belief that a carbon tax is vital step to the fight to limit the damage from the consumption of fossil fuels. Unless and until he does something to break that trust, Tillerson and Musk will remain what Washington watchers for decades have called “strange bedfellows.”

"I write about technology and the coming zero emissions revolution."

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EVgo taps Tesla Superchargers for mass charging expansion

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Credit: EVgo

EVgo has tapped Tesla Superchargers for its most recent efforts to expand its charging presence in the United States, a move that seems logical based on the effectiveness of the automaker’s own infrastructure.

EVgo opened its first Supercharger site in Illinois, a 12-stall station near downtown Chicago at 3145 South Ashland Avenue in the Riverside Square & River’s Edge center, right beside a grocery store. This marks the start of the company’s plan to deploy hundreds of Supercharger stalls across the United States, primarily at grocery-anchored Regency Centers properties where drivers can shop, eat, or run errands while they charge.

The new location uses Tesla’s Magic Dock technology so both NACS and CCS vehicles can plug in natively without drivers needing to carry their own adapters. Peak power reaches 325 kW at this site, with pricing set between $0.25 and $0.35 per kWh depending on the hour—the same rate for Tesla and non-Tesla drivers.

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The stalls also appear in Tesla’s in-car navigation and Trip Planner, making them easy for Tesla owners to find and route to. Illinois has seen EV registrations rise nearly 60 percent over the past two years, and EVgo’s broader network has experienced more than 700 percent growth in charging demand over three years, so the timing fits the market’s trajectory.

Choosing Tesla hardware through the Supercharger for Business program turns out to have been a smart, practical move.

Tesla’s V4 stalls and cabinets deliver high, reliable power with a proven track record of strong uptime, while Magic Dock delivers true dual-standard compatibility in one package. Because the sites show up in Tesla’s navigation tools, EVgo instantly gains visibility among millions of existing Tesla drivers, which should raise utilization and help the company double its addressable market as more vehicles adopt NACS. EVgo still owns the stations and sets pricing, yet benefits from Tesla’s established hardware, longer cables, and operational support.

The result is faster, lower-risk infrastructure expansion that serves every EV driver—Tesla or otherwise—with convenient, high-power charging at everyday retail locations. For drivers, that means fewer adapters, more predictable stops, and a denser network just as electric vehicles become everyday transportation.

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Tesla Giga Texas reportedly moves to 24/7 production

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Credit: @JoeTegtmeyer/X

Tesla’s Austin Gigafactory is reportedly shifting to round-the-clock vehicle production through the end of 2026, according to longtime drone observer Joe Tegtmeyer.

In his November 2 update, Tegtmeyer, widely regarded as one of the most reliable independent sources on Giga Texas activity (we call him the Drone GOAT), stated that the plant has added a night shift, creating two 12-hour production shifts.

Tegtmeyer said in his video:

“Now, I do have some interesting news about that when it comes to the production schedule here at Giga Texas, and things are actually looking pretty good, especially when you think about what the demand is and the delivery numbers that they’re looking for and what they’re expecting. So, normally they have shifts Monday through Friday. It’s a day shift and it’s about 10 hours long or so, give or take. But now they’re on day and night shifts and they’re going to 12-hour days. So they’re going to be adding or they have another shift. They have 12 hours for both of them. In addition to that, the typical downtime that we’re going to be seeing around the holidays, specifically Thanksgiving and Christmas to the New Year time frame is actually changed. And we’re not going to see those big several day events where there is no production. At least that’s what the plan is right now. So, it’s really a great sign, I think, when we consider what they’ve done in the past and what production and the deliveries have been so far. So, maybe it’s shaping up to be a really strong quarter.”

Previously, General Assembly typically operated on a single roughly 10-hour day shift, Monday through Thursday or Friday. The new arrangement keeps General Assembly on its Monday-to-Thursday schedule while adding overnight capacity, and most other areas of the factory continue working the full week with some weekend activity.

Notably, the plant is also forgoing the multi-day shutdowns around Thanksgiving and the Christmas–New Year period that have occurred in prior years

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Giga Texas currently builds the Model Y, the larger Model Y L, the Cybertruck, and the Cybercab robotaxi. Tesla has not confirmed the shift change or specified which lines will receive the extra output. Recent comments suggest Cybercab production has been constrained by the pace at which the Robotaxi fleet can absorb new vehicles, making the Model Y and Model Y L the more likely beneficiaries as the company works through order backlogs.

Tegtmeyer’s November 2 footage and commentary also highlighted broader site progress. Cortex 2 continues to expand, with additional compute coming online, a roughly 25 percent lengthening of the structure on the north end, and work on a third cooling plant.

The Boring Company tunnel site showed increased activity in the large launch pit, while the Advanced Technology Chip Fab (a SpaceX–Tesla joint R&D facility) continued steel superstructure and heavy truss installation, along with concrete pours.

The reported capacity increase arrives as Tesla aims for a strong fourth quarter following solid third-quarter results. While unconfirmed by the company, the information aligns with Tegtmeyer’s consistent track record of accurate on-site observations.

If Tesla makes the decision to sustain the all-day production plans, the dual 12-hour shifts would meaningfully raise weekly output potential at one of Tesla’s most important manufacturing hubs.

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Tesla opens new “Cybaer” Engineering Center in Berlin

Tesla opened its Berlin Engineering Center, uniting four sites and 30 labs near Giga Berlin.

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Tesla has opened a new engineering hub in Berlin, putting the teams that design and test its European parts about 30 minutes from the factory that builds them.

The Berlin Tesla Engineering Center, or BTEC, opened Wednesday in the Köpenick district. Tesla Europe said on X that the project went from permit to operational in under a year and consolidates four engineering sites and 30 labs onto a single campus. It is the company’s third hub of this kind, after Fremont and Shanghai.

“We’re combining materials, powertrain, vehicle engineering & validation under one roof, enabling a short feedback loop between development & ramp,” Tesla Europe wrote.

 

Tesla converted the former production halls of a cable factory for the site. About 250 engineers and technicians are starting there, most of them relocated from existing Tesla facilities such as Tilburg in the Netherlands. Tesla has already applied for approval of a second phase that would take the headcount to roughly 500, and it put the total investment at €100 million.

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The labs cover battery cells, motors, materials and complete vehicles, and a large hall is set aside for safety testing of components, including airbags. During the opening, staff demonstrated a pedestrian leg impact test on the front of a Tesla using a catapult rig, Tagesspiegel reported. The center’s logo is a cubist Berlin bear that employees call the “Cybaer.”

Tesla said its Berlin design and engineering teams already contributed to the Model Y, Semi and Roadster, and that the work continues at BTEC. The center will handle technical problem solving for Giga Berlin in Grünheide while also developing and validating parts for vehicles built in China and the United States.

“We came here to stay,” BTEC head Brückner told dpa. “We serve all of Europe via Gigafactory Berlin-Brandenburg.” He said a site close to the plant was a priority, and that the old industrial building allowed Tesla to move quickly.

That proximity matters more now that Giga Berlin is growing again. In June, Tesla said it would raise Model Y output at the plant to 7,500 vehicles per week and hire 1,000 more workers after a record first quarter of more than 61,000 units. The factory recently built 7,000 Model Ys in a single week for the first time. Tesla also more than doubled the planned 4680 cell capacity at the site to 18 GWh per year in May, and has talked about eventually taking Grünheide to one million vehicles annually.

Sales are giving Tesla reason to invest. KBA data released the same day showed Tesla’s German registrations nearly quadrupled year over year in October to 2,932 units, bringing the total for the first ten months of 2026 to 47,742.

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