News
Nissan to launch 23 new electric models, 15 new EVs by 2030
In the world of global automotive development, companies that have long relied on gas-powered motors are announcing new plans to transition to electrification on a nearly daily basis. Today, Nissan became the most recent company to announce electrification plans, pledging to launch 23 new electrified models and 15 new battery electric vehicles (BEVs) by 2030 as a part of its long-term strategy to place electrification at the core of the company’s product line, joining the Nissan Leaf and ARIYA in the lineup of EV models.
“The role of companies to address societal needs is increasingly heightened. With Nissan Ambition 2030, we will drive the new age of electrification, advance technologies to reduce carbon footprint, and pursue new business opportunities,” Nissan CEO Makoto Uchida said today. We want to transform Nissan to become a sustainable company that is truly needed by customers and society.”
Nissan’s EV push accelerates as ARIYA crossover opens reservations
Nissan has set itself up for a more successful transition to electric vehicles by slotting out specific sales goals in each region of the world. After all, not every market is as committed to EVs as others. Still, the areas of focus for Nissan are Europe and Japan, which hold its two highest goal EV sales concentrations compared to any other region globally. Nissan will aim for at least 75% of its sales in Europe to be electric by 2026. Japan at 55% and China at 40%. The United States is also at 40%, but Nissan said its goal will be 2030 to reach that sales goal in the U.S.
“We are proud of our long track record of innovation and of our role in delivering the EV revolution,” Nissan COO Ashwani Gupta said. “With our new ambition, we continue to take the lead in accelerating the natural shift to EVs by creating customer pull through an attractive proposition by driving excitement, enabling adoption, and creating a cleaner world.”
Building an effective electric fleet goes well beyond putting battery packs in newly-designed vehicles. Infrastructure and accessibility are essential and often overlooked by automakers. Consumers sit at the forefront of the plans to electrify fleets and are often let down by companies that have focused on products but not on how they will thrive in an ever-changing world. Nissan said it aims to launch its EVs with a proprietary all-solid-state battery by 2028 and would launch a pilot plant in Yokohama, Japan, as early as 2024. The use of solid-state batteries could reduce charging time by one-third, and in-house development is expected to bring battery costs down to $75 per kWh by 2028. $100 per kWh is a commonly agreed-upon price at which EVs would reach parity with gas cars, so this would make Nissan’s EVs quite cost-effective if it can come through on its affordable battery development efforts.
Nissan is also planning to expand its ProPILOT technology to over 2.5 million vehicles in its and INFINITI’s lineup by 2026. The company’s semi-autonomous driving systems will rely on LIDAR systems on “virtually every new model by fiscal year 2030.” Interestingly, Nissan has said in the past that LIDAR is not needed for self-driving.
The effort moving forward will require partnerships and collaborations with industry leaders. Nissan said that its need to launch in various regions will require partnerships with suitable partners for more efficient mobility in cities and sustainable mobility in rural areas.
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Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
xAI Investment
On January 16, 2026, Tesla agreed to invest approximately $2 billion to acquire Series E preferred shares in xAI as part of the company’s recently disclosed financing round. Tesla said the investment was made on market terms consistent with those agreed to by other participants in the round.
The investment aligns with Tesla’s strategy under Master Plan Part IV, which centers on bringing artificial intelligence into the physical world through products and services. While Tesla focuses on real-world AI applications, xAI is developing digital AI platforms, including its Grok large language model.
Alongside the investment, Tesla and xAI entered into a framework agreement designed to build on their existing relationship. The agreement establishes a structure for evaluating potential AI collaborations between the two companies, with an emphasis on advancing applied AI capabilities.
Tesla said the investment and framework agreement are intended to strengthen its ability to develop and deploy AI-driven products and services at scale. The transaction remains subject to customary regulatory approvals, with closing expected in the first quarter of 2026.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
