News
Polestar 2 gets a fresh design with sustainability and ethical sourcing in focus
Polestar announced today that its award-winning electric vehicle, the Polestar 2, is receiving sustainability and design updates to minimize climate impact and increase material sourcing transparency as ethical sourcing remains a primary focus of the Swedish automaker.
The Polestar 2 is receiving design updates to its interior, as well as new colors and wheel options for drivers to choose from when ordering the all-electric vehicle. Additionally, numerous improvements to vehicle range ratings will be applied to future builds of the Polestar 2 thanks to the expansion of blockchain traceability for ethical mining practices and a reduced carbon footprint due to the use of renewable energy.
“We have revisited the materials and processes that go into making Polestar 2, introducing updates that reduce climate impact and increase the material traceability of this award-winning car,” Polestar CEO Thomas Ingenlath said. “These are important additions to how we can improve cars over their lifetime – not just with functionality and design updates but addressing sustainability and carbon footprint as well.”
The most crucial improvement to the Polestar 2 is to its batteries, thanks to a partnership with traceability leader Circulor, which now includes blockchain accountability for mica in addition to cobalt, “both of which are critical battery components of an electric car,” the automaker said. The use of blockchain technology allows Polestar to trace where its battery materials and risk materials are sourced from, ensuring they are obtained through ethical mining and manufacturing processes. One of the key arguments against the transition of electric vehicles has been how automakers and battery suppliers obtain the metals and materials necessary for the production of the cells.
Polestar 2 receives top marks in crash safety tests, living up to its Volvo roots
Companies have fought for years to alleviate the idea that EV batteries are not sustainable and that they are obtained in unethical ways. Tesla, for example, detailed in its most recent sustainability report that it uses a series of due diligence processes and randomized checks at its mines across the world to ensure the materials are mined and obtained with ethical practices.
The use of these blockchain accountability programs also translates to better emissions ratings in the Polestar 2, the company says, as the aluminum tray carrying the battery pack will reduce carbon emissions of 1,653 pounds (750 kilograms) per car. This was made possible by purchasing only the aluminum for the tray from suppliers that utilize renewable energy. A low-carbon aluminum is also being used in the Polestar 2’s wheels to increase sustainability metrics.
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- Polestar 2’s new low-carbon aluminum wheels
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- Polestar 2’s new low-carbon aluminum wheels
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- Polestar 2’s new low-carbon aluminum wheels
“In our program updates, we want to take action on improvements that can make a positive sustainability impact quickly, rather than traditional mid-cycle facelifts,” Polestar Head of Sustainability Fredrika Klarén said. “Product optimization programs are common in the car industry, but we are taking an extended approach at Polestar, combining these with CO2e reduction programs as well. A first pilot has been rolled out, replacing the aluminum in the wheels with low-carbon aluminum that is produced using renewable energy. We expect this to result in a 1,322lb (600 kg) CO2e reduction per car for Polestar 2 in the second half of the year. Together with the improvements to aluminum in the battery tray, we’re expecting to see a total reduction of around 2,976lbs (1,350kg) per car.”
Other improvements, like the use of cruelty-free interior materials, are being added. Polestar parent company Volvo announced that it would use “vegan” leather in all of its EVs, starting with the C40 Recharge. The Polestar 2 will also have two new exterior colors, Space (Metallic Black) and Jupiter (Gold-Grey with Red Flake).
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- Polestar 2 in “Space”
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- Polestar 2 in “Space”
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- Polestar 2 in “Jupiter”
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- Polestar 2 in “Jupiter”
Here are each of the changes that will be applied to the Polestar 2:
- New exterior colors: Space (metallic black) and Jupiter (gold-grey with red flake)
- New designs for the standard 19-inch and optional 20-inch wheels
- New Zinc grey color for ventilated Nappa leather upholstery, available with a new Light Ash deco trim
- Removable sunshade for the panoramic glass roof (also available as an accessory for all Polestar 2 with glass roof)
- The mechanical heat pump (included in Plus Pack) has an improved optimal temperature range, now between 20°F and 77°F (-7°C and 25°C), increasing real-world vehicle range in adverse conditions.
- Introduction of an advanced cabin filter and upgraded interior particulate matter sensor with new in-car app that quantifies exterior air quality improvement in the cabin
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- Polestar 2’s new cruelty-free interiors will be included on the updated version of the vehicle
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- Polestar 2’s new cruelty-free interiors will be included on the updated version of the vehicle
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- Polestar 2’s new cruelty-free interiors will be included on the updated version of the vehicle
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- Polestar 2’s new cruelty-free interiors will be included on the updated version of the vehicle
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- Polestar 2’s new cruelty-free interiors will be included on the updated version of the vehicle
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- Polestar 2’s new cruelty-free interiors will be included on the updated version of the vehicle
Pricing, updated range ratings, and availability for the North American market will be announced in the coming weeks, Polestar said.
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Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
