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NIO’s electric car battery swapping station looks to pick up where Tesla left off
NIO continues to push forward on battery swapping technology that’s aimed at getting its electric cars fueled up in less time than it takes to pump gasoline into a standard internal combustion engine vehicle. NIO owners can use the company’s compact battery swapping stations located in parking lots and other locations for a delay-free power supply for their vehicles. Drivers enter a swap station and wait while an autonomous robot removes a vehicle’s drained battery and replaces it with a completely charged one. With such an option available for quick access to EV power, NIO clearly intends to embrace customer convenience as part of its plan to win over its target customer base.
According to NIO’s IPO last year, this battery exchange service – called “Power Swap” – has been rolled out in nine cities around China, including Beijing and Shanghai. Plans call for 40 to 80 swap stations in place by the end of December. The company announced the completion of its battery swap network along the Chinese G2 Expressway (from Beijing to Shanghai) in early January this year.
NIO is offering a subscription model that’s priced at $200 per month wherein customers can utilize company-provided batteries rather than owning the actual battery that’s attached to their vehicle. If a customer doesn’t own the battery, swapping it out is a mere formality rather than a question of whether their replacement battery is the same quality as the one given up after purchase.
Despite its advantages, NIO’s battery swap plan has given investors pause, and for good reason. This style of recharging concept has gained some closet skeletons in the recent past, particularly via Better Place, the Israeli-based electric car company that gained a pie-in-the-sky reputation trying to become what Tesla ultimately became but went bankrupt instead. Better Place was known for its swap stations, thus wrapping the entire autonomous recharging solution in with Better Place’s downfall, fair or not. The current environment for EVs might change investors’ tune in the near future, though, especially given NIO’s native country’s push for companies just like theirs to exist.
NIO and other electric companies have a unique position with the Chinese government that may help them succeed where others have struggled or failed. Namely, government-driven subsidies and charging infrastructure investments have been offered to China’s customers to encourage the speedy production and expansion of electric car presence. This direct support could be key to NIO’s ability to scale up and profit from its battery swapping business. That, and Tesla’s incredible impact on the demand for electric vehicles and proven ability to implement battery charging networks to ease range anxiety deserves a significant effort.
Tesla has given its own attempt at battery swapping a shot after first demonstrating the capability shortly after Better Place closed up shop. A battery swapping station opened up near the Harris Ranch Supercharger station in Coalinga, CA with appointments available beginning in 2014 as a pilot program. The station appeared to be closed as of 2016, however, and Tesla has only shown an interest in offering the service again via a 2017 patent application for a battery swapping technology after investing its primary resources into developing its Supercharger network. Tesla’s application received a Notice of Allowance for this application from the US Patent and Trademark Office on February 6, 2019, meaning the company has continued to pursue the technology rights and the full patent should issue soon.
NIO opened its doors in 2014 and currently offers two all-electric production vehicles: the ES6 and ES8, both SUVs. Dubbed the “Tesla of China”, the startup successfully delivered 10,000 made-to-order vehicles last year and has made overtaking Tesla in China one of its major goals. Significant investments have been made into branding NIO as a lifestyle company, including exclusive owner clubs and social network opportunities along with customer convenience offerings like the battery swap stations, mobile power vans, and app-based services similar to those offered by Tesla. It remains to be seen whether NIO can successfully revive the battery swap concept, but considering the brave new world of EVs that did not exist a mere few years ago, their hopes certainly don’t seem to be too far fetched.
Watch the below video to see NIO’s battery swapping tech in action:
https://www.youtube.com/watch?v=rmTePwW5HOQ&feature=youtu.be
News
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
News
Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
News
Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
