News
Solid State Battery Technology, a Tesla Gigafactory Killer?
With 2014 coming to an end, automotive battery news has been trickling out and solid state battery technology appears, again.
In early December, Volkswagen acquired a small equity stake in Stanford-based QuantumScape and Daimler recently announced that its lithium production output will be larger in 2015 due to a new battery plant in Kamenz, Germany, said to be ready by mid-2015.
The VW news keeps the the solid state battery thread for 2014 going as scientists point to its reported improved energy density over lithium-ion technology. A solid state battery does not use a liquid electrolyte like a lithium battery does and, in theory, a solid electrolyte can hold more energy. Yes, please.
Getting rid of an electrolyte—no liquid—can also improve battery safety and reduce costs due to less cooling electronics and micro-controllers needed for pack management, thus reducing weight too, according to Harvard Business Review.
What about downsides to this technology? A solid-state battery has electrical contacts or, electrodes, that are applied to a solid electrolyte—similar to a thin-film solar panel process—and if there’s a lack of uniformity in this process, it can cause short circuits. However, this type of manufacturing application has been done in the thin-film solar area and these obstacles should be easy to overcome.
Earlier this year, Scientific American did a profile on Ann Arbor, Michigan-based Sakti3 and their push with solid-state battery technology and move closer to the “god” battery.
Ann Marie Sastry, co-founder and CEO of the company, said, “that the company’s prototype solid-state lithium battery cells have reached a record energy density of 1,143 Watt-hours per liter—more than double the energy density of today’s best lithium-ion batteries.”
However, as Elon Musk said in the most recent Tesla earnings call,
“Talk is super cheap, the battery industry has to have more BS in it than any industry I’ve ever encountered. It’s insane.”
So is this technology an immediate challenger to Tesla Motors’ Gigafactory strategy? Will this battery technology get ahead of Tesla, due its battery equipment investment at the Gigafactory being close to complete and, thus, no turning back?
No and the reason is battery development takes a lot of time and these recent statements by Sakti3 in the Scientific American article bear this out.
Sakti3 says it’s close to the end of lab work—custom prototype manufacturing line—but then the next step is on to small scale production and this could take a another year or two of testing before you hit mass production.
That rules out GM going with this type of battery for their mass-produced battery electric vehicle for 2016 or 2017. Plus, Sakti3 mentioned its first aim is small-scale electronics and smartphones.
More importantly, JB Straubel and Tesla Motors aren’t looking for the God battery for 2017. Everyone seems to be looking for this right chemistry to scale with at this point. Granted, these are big automakers that could scale quickly as long their company culture is rowing in the same direction.
Tesla has their battery composition set and plan to cut 30 percent or more of costs out of their current battery price, which stands anywhere from $260 to maybe $220 kWh. Take the high end and with the cost savings, the battery pack is at $185 kWh, approximately.
That’s just over $10,000 for a battery pack for a 55kWh battery pack—assumption 30% battery cost reduction translates to battery pack. Also, my assumption above is that a Gen 3 car will be smaller and could get 220 miles with a smaller battery pack.
The rub for me is that the roadmap is in place for Tesla Motors battery chemistry and this should get them to a mass-market electric vehicle, first. Maybe other automakers are close to a new chemistry, but automotive testing and applications take time.
In the end, I’m all for the god battery sooner rather than later but Tesla Motors just isn’t waiting for it.
News
Tesla Europe builds momentum with expanding FSD demos and regional launches
Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year.
Tesla has been notably active across Europe in recent weeks, expanding its Full Self-Driving (Supervised) ride-along program, entering a new market, and showcasing its newest vehicles across multiple regions.
Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year.
Tesla Europe recently announced the expansion of its FSD (Supervised) ride-along experiences, inviting the public to experience the system on local roads. Initially available in Italy, France, and Germany when it launched, the program has now expanded to Hungary, Finland, and Spain.
The ride-along program allows participants to ride in the passenger seat and observe how FSD Supervised handles real-world traffic scenarios, including dense urban driving and other challenging conditions. Tesla has positioned the initiative as a way to familiarize European drivers and regulators with the system’s capabilities in everyday use. The program has received positive reviews so far, with many being impressed by FSD’s real-world capabilities.
Tesla also recently launched operations in Slovakia with a pop-up store and multi-day public event in Bratislava, as noted in an EV Wire report. The launch, held from January 16 to 18 at the Eurovea Mall Promenade, featured test drives, vehicle displays, including the Cybertruck, as well as family-focused attractions such as a mini-Tesla racetrack.
Local observers noted that Tesla Optimus was also shown at the event, while the Tesla Owners Slovakia club welcomed the brand with a coordinated light show near the Slovak National Theater. Tesla Europe later shared its appreciation for Slovakia in a post on its official social media account on X, stating, “Thanks, Slovakia, for the amazing last 3 days & for giving us such a warm welcome!”
Tesla’s Slovakia entry follows a familiar pattern used by the company in other European markets. Tesla opened a pop-up store in Bratislava as an initial step, with plans for a permanent showroom and a potential service center at a renovated site previously occupied by a Jeep and Dodge dealership. Tesla has used a similar approach in markets such as Czechia and Lithuania, where permanent facilities followed within a few months of pop-up launches.
Slovakia already has six Supercharging sites totaling 46 Superchargers, including two locations in Bratislava, providing early infrastructure support for Tesla owners. Tesla staff program manager Supratik Saha described the Slovakia launch as a strategic expansion in the heart of the EU, citing the country’s strong automotive manufacturing base and appetite for advanced technology.
Beyond the EU, the company also marked another milestone with the first Cybertruck deliveries in the United Arab Emirates, signaling continued geographic expansion for Tesla’s newest vehicle. Just like Tesla Slovakia, the Cybertruck also received a warm welcome from the UAE’s EV community.
News
Tesla Sweden maintains Trelleborg port deal despite union blockade
As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg.
Tesla Sweden is still storing vehicles at the Port of Trelleborg despite the ongoing blockades against the company from the country’s labor unions.
Tesla still at Port of Trelleborg
As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg. This allows the company to keep vehicles at the port while imports into Sweden continue. This was despite the Transport Workers’ Union’s blockade, which was aimed at halting the loading and unloading of Tesla vehicles in the area.
Local union leader Jörgen Wärja, chairman of Transport and an employee representative on the port company’s board, confirmed that the agreement was still active. “The agreement has not been terminated. You want to have the money instead of having empty warehouses. I understand the reason, but I do not support it,” Wärja said
The local union leader also noted that he visited Tesla’s storage area earlier this week. “There were a lot of cars. I was surprised that there were so many, actually,” he said.
Tesla had been able to bring vehicles into Sweden via passenger ferries at Trelleborg, a method that unions said allowed the company to bypass the blockade, DA noted. According to estimates from IF Metall, the workaround enabled Tesla to deliver thousands of cars to Sweden each year.
Port defends decision
The Port of Trelleborg did not issue a comment on its current agreement with Tesla, but said it had complied with union sympathy measures. Documents reviewed by Swedish media showed that the contract with Tesla was being extended in six-month intervals.
Port CEO Malin Collin noted that the port would not discuss individual customer arrangements. “We do not go into details regarding any customer agreements. We have continuous dialogue with potential tenants, and this is not unique to any location,” Collin wrote in an email.
The CEO added that the port was following legal requirements related to the labor dispute. “We have taken note of the Transport Workers’ Union’s decision on sympathy measures and are of course following applicable legislation and the requirements placed on us as employers,” Collin said.
Jörgen Wärja, for his part, stated that the issue was not whether Tesla’s imports into Sweden could be fully stopped, but whether the port should provide logistical support to the electric vehicle maker during an active conflict. “The port shouldn’t have anything to do with Tesla at all, we believe,” he said. “It’s purely moral. Whether you honor a conflict or not. If you say you support Transport’s sympathetic actions against Tesla, it becomes a double standard.”
Elon Musk
Elon Musk shares insights on SpaceX and Tesla’s potential scale
In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.
Elon Musk outlined why he believes Tesla and SpaceX ultimately dwarf their competitors, pointing to autonomy, robotics, and space-based energy as forces that fundamentally reshape economic scale.
In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.
Space-based energy
In a response to a user on X who observed that SpaceX has a larger valuation than all six US defense companies combined, Musk explained that space-based industries will eventually surpass the total economic value of Earth. He noted that space allows humanity to harness roughly 100,000 times more energy than Earth currently uses, while still consuming less than a millionth of the Sun’s total energy output.
That level of available energy should enable the emergence and development of industries that are simply not possible within Earth’s physical and environmental constraints. Continuous solar exposure in space, as per Musk’s comment, removes limitations imposed by atmosphere, weather, and land availability.
Autonomy and robots
In a follow-up post, Elon Musk explaned that “due to autonomy, Tesla is worth more than the rest of the auto industry.” Musk added that this assessment does not yet account for Optimus, Tesla’s humanoid robot. As per the CEO, once Optimus reaches scaled production, it could increase Earth’s gross domestic product by an order of magnitude, ultimately paving the way for sustainable abundance.
Even before the advent of Optimus, however, Tesla’s autonomous driving system already gives vehicles the option to become revenue-generating assets through services like the Tesla Robotaxi network. Tesla’s autonomous efforts seem to be on the verge of paying off, as services like the Robotaxi network have already been launched in its initial stages in Austin and the Bay Area.

