News
Supercapacitor breakthrough suggests EVs could charge in seconds but with a trade-off
Supercapacitors may be providing an alternative to electric-car batteries sooner than expected, according to a new research study. Currently, supercapacitors can charge and discharge rapidly over very large numbers of cycles, but their poor energy density per kilogram —- at just one twentieth of existing battery technology — means that they can’t compete with batteries in most applications.
That’s about to change, say researchers from the University of Surrey and University of Bristol in conjunction with Augmented Optics. They have announced a breakthrough in supercapacitors, which are said to be between 1000 and 10,000 times more powerful than equivalent lithium-ion batteries and considerably quicker to recharge. However, they lack the storage capacity found in traditional automotive-grade lithium-ion batteries used in today’s electric cars. But Jim Heathcote, chief executive of Augmented Optics Ltd and Supercapacitor Materials Ltd, says consumers would likely still be happy with the trade off by having faster charging times. “A lot of people would be more happy with a half the range of a 300-mile, lithium ion-batteried EV, but a fast charging time”. If their research can be translated into the consumer market, EVs could re-charge in a time quicker than filling a vehicle with a tank of gasoline.
Tesla CEO Elon Musk has remarked in the past about the use of supercapcitors in electric vehicles, “If I were to make a prediction, I’d think there’s a good chance that it is not batteries, but super-capacitors.” The recent research could be a first sign that Musk’s prediction from five years ago could one day come to fruition.
Why a combination of batteries and supercapacitors is essential to a sustainable future
In the next few decades, fossil-fueled cars and home-heating systems will need to switch to electric power to avert catastrophic climate change. Electricity has tremendous benefits but also one significant drawback: it’s relatively difficult to store in a hurry. Batteries can hold large amounts of energy, but they take hours to charge. Capacitors are a solution to this dilemma, as they charge nearly instantaneously.
.@plugshare, assuming vast charging network WOULD YOU RATHER have a $35k #EV with …. https://t.co/awp6Nz9oQC
— TESLARATI (@Teslarati) December 6, 2016
A supercapacitor solves the problem of storing a reasonable amount of energy for a relatively short period of time. Supercapacitors have been typically used as energy reservoirs to stabilize power supplies to electrical and electronic equipment. But supercapacitors can also be connected to batteries to regulate the power they supply. However, up until this point, they have only been able to store minuscule amounts of energy.
To truly have a feasible electric-powered lifestyle in which we can store and release large amounts of energy very quickly, we need efficiency in both batteries and supercapacitors. Supercapacitors help to solve the “energy versus power” conundrum. “Energy” is the capacity to do work. In physics, work is the act of exerting a force over a distance. While energy measures the total quantity of work done, it doesn’t say how fast you can get the work done. “Power” is the rate of producing or consuming energy. Supercapacitors can bridge that divide and solve the inherent trade-off between EV energy and power.
Dr. Brendan Howlin of the University of Surrey said: “There is a global search for new energy storage technology and this new ultra-capacity supercapacitor has the potential to open the door to unimaginably exciting developments.”
They hope to have a working prototype by spring 2017. “We are now actively seeking commercial partners in order to supply our polymers and offer assistance to build these ultra-high-energy density storage devices,” said Heathcote. In current form, the high energy density supercapacitors could make it possible to recharge mobile phones, laptops, or other mobile devices in just a few seconds.
A fleet of supercapacitor-equipped buses is already in use in China, although they do not achieve the range proposed by the Surrey research team.
Shout out to Chris Woodford for background info.
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.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
