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Plug in America Extends Long-Term Tesla Battery Study to New Model S
Long-time electric vehicle (EV) advocate, Tesla Roadster owner, and Plug in America Chief Science Officer Tom Saxton has been conducting a long-term EV battery study with the goal to gather deep insight on how EV batteries perform (and degrade) over time.
Tom’s long-term battery study has been invaluable not only to the greater EV community but specifically to Tesla fans as well. The take rate for participants for the Tesla Roadster study is close to a 7% sample, while early 85 kWh Tesla Model S owners contributed to a healthy start. In an email correspondence with Tom, he has indicated that he is looking to expand the study to include the new 70 kWh and 90 kWh Model S variants as well as the Model X 90D.
With the EPA recently setting an unprecedented 303.2 mile Highway rating for the redesigned Model S, consumers may want to know what the long-term differences would be between a 90D classic fascia vs a 90D new fascia. Providing a third-party study of the effects of long-term battery health enables all concerned, especially amongst first time Tesla owners / Model 3 reservation holders, with a greater understanding and comfort to know “that Tesla knows what they’re doing.” Furthermore, it gives new EV drivers a sense of comfort when making the switch to electric powered car ownership.
Related:
- Tesla Roadster Battery Survey with Results
- Tesla Model S Battery Survey with Results
- DOWNLOAD (PDF) Plug in America Tesla Roadster Battery Study
Below are charts for the Model S as captured from Plug in America’s survey.
The first chart that caught my eye is one that plots battery range capacity vs. miles accumulated for that vehicle.
This same chart can be used to also track how a particular respondent’s vehicle matches with the universe of respondents. The vehicle in black on the chart below shows the performance of my vehicle in relation to other respondents’ cars.
The third chart that was of interest is the reliability of certain components, namely the drive unit, battery, and charger found on the Model S. I can’t help but wonder if the increase in reported failures on chargers for 2014 vehicles resulted in Tesla abandoning it for the current 48A charger found on newer Model S and Model X.
Lastly, the inspiration to my exhorting fellow owners to participate in this survey was the chart of participant vehicles.
For as many Model S’ are on the road today, I wonder as to the ability of this study in its current count, to fully report on the vehicle with such a small sample size. If you’re a new 70D or 90D Model S owner, please contribute your data to Plug in America through the Model S battery survey form. It’s fairly straight forward and serves our common purpose.
Tesla continues to improve in every sense, but it’s also wise to run a third party check against Tesla’s claimed figures.
Plug in America is an organization that formed out of the advocates that tried to stop the “murder”of the GM EV1 as told through the documentary, “Who Killed the Electric Car?”. According to the Plug in America site, they aim to accelerate the shift to plug-in vehicles powered by clean, affordable, domestic electricity to reduce our nation’s dependence on petroleum, improve air quality and reduce greenhouse gas emissions.
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
