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Tesla’s edge in battery and charging tech emerges in Model X vs Jaguar I-PACE range test
With just 15 years of experience under its belt, Tesla remains a neophyte in the automotive industry. Despite its short tenure, the upstart electric car maker continues to establish itself as a leader in battery technology and charging infrastructure. Tesla’s advantages in these fields became prominent in a real-world test between the Model X 90D and the Jaguar I-PACE in Germany earlier this month, when the two vehicles went head-to-head in a battery consumption and charging test.
Batteries are a core part of Tesla’s business. Since the days of the original Roadster, Tesla has gone all-in with its battery technology, from the Model S and X’s 18650 cells to the Model 3’s more energy-dense 2170 cells. The same is true for Tesla’s Supercharger Network. The Silicon Valley-based carmaker has invested heavily in the expansion of its charging infrastructure, to the point where the company’s vehicles today are among the few electric cars that are almost as convenient as fossil fuel-powered vehicles for long-distance driving.
The Jaguar I-PACE is an all-electric crossover SUV that boasts plush interior accents and a 90 kWh battery. With its large battery pack, Jaguar estimates that the I-PACE should be able to travel up to 240 miles per charge. The vehicle is also compatible with DC rapid chargers, including the upcoming IONITY Network, which is capable of providing an output of up to 350 kW. As shown by a range and battery consumption test by German YouTube channel nextmove, though, it appears that the I-PACE’s highway consumption and charging speed leaves much to be desired.
The publication opted to drive both vehicles on the Autobahn at highway speeds, traveling from Jena to Berlin (a distance of 268 km/166 miles). With both vehicles having a 90 kWh battery pack, and with the Model X being larger and heavier, it initially seemed like the I-PACE would have no problem keeping pace with the American-made all-electric SUV. Midway through the test, though, it became evident that the Jaguar I-PACE, despite being smaller and lighter, was less efficient than the Model X. At speeds between 93 km/h (58 mph) and 110 km/h (68 mph), for example, the I-PACE showed an average consumption of 22.5 kWh/100 km (362 Wh/mi). The Model X, on the other hand, had a consumption of 17.5 kWh/100 km (282 Wh/mi). That makes the larger, heavier Model X around 23% more efficient than the Jaguar I-PACE.
The Tesla Model X also outshone the Jaguar I-PACE in terms of charging. The German publication opted to charge the I-PACE at an IONITY station in a Porsche dealership. IONITY’s stations are capable of proving up to 350 kW of output, but despite this, the I-PACE was limited to only 80-83 kW. In contrast, Tesla’s Supercharger Network was able to recharge the Model X 90D with more than 100 kW of output.
While Tesla’s superior battery tech and charging system were notable in the Model X versus Jaguar I-PACE test, it should be noted that the Model X in nextmove‘s video was still equipped with Tesla’s legacy 18650 battery cells, which are incredibly reliable but not as energy-dense as the 2170 cells found in the Model 3. Tesla’s 2170 cells have garnered rave reviews from auto veterans such as Sandy Munro, who noted that the batteries are superior to those currently in the market. Tesla will inevitably roll out its 2170 cells to the Model S and Model X, and once it does, legacy carmakers like Jaguar would likely find themselves chasing a moving target. This was mentioned by Tesla CEO Elon Musk in the third quarter earnings call, when he noted that the Model 3 is currently the “most efficient energy per mile electric vehicle out there.”
“We’ve got the best in terms of miles or kilometers per kilowatt hour, and we also have the lowest cost per kilowatt hour. This makes it very difficult for other companies to compete with Tesla because we’re the most efficient car and the lowest-cost batteries. So I do encourage our competitors to really make a huge investment. And we’ve been saying that for a long time. And then they are only in this competitive disadvantage because they didn’t. We try to help them as much as we could, and they didn’t want to take our help.
“They can use our Supercharger network if they can just have an adapter for our — connector or something. We want to be as helpful as possible to the rest of the industry. The fact of the matter is we made the investment in the Gigafactory, and other companies didn’t. And we put a lot of effort into having extremely efficient cars, which are having the most efficient powertrains, and the other companies didn’t. But that’s what has put us in quite a strong competitive position right now.”
Back when Elon Musk outlined his plans for starting Gigafactory 1 as a facility specifically designed to manufacture batteries for Tesla’s electric cars; many were skeptical. In 2014, for example, the MIT Technology Review published an article expressing reservations about the project, arguing that the Gigafactory would be a risky gambit for Tesla since it would be difficult to determine if demand for Tesla’s electric cars would be consistent. The Supercharger Network was largely dismissed by the company’s skeptics as well, with critics stating that once other automakers like GM decide to go all-in on the electric car movement, they would be able to leapfrog Tesla’s charging system. As legacy carmakers are coming to the realization that it is not so easy to build electric cars, and as vehicles like the I-PACE lag behind Tesla’s legacy battery technology in the Model X 90D, it seems like Elon Musk’s “I told you so” moment in the past earnings call was well-justified.
Watch nextmove‘s test of the Model X 90D and the Jaguar I-PACE in the video below.
A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”
Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”
🚨 A Tesla Cybertruck, which is illegal to drive in the UK due to safety concerns, has been seized by police in Greater Manchester
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a… pic.twitter.com/cqhdPok3DM
— TESLARATI (@Teslarati) June 16, 2026
The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.
The Greater Manchester Police Department then added:
“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”
The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.
Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK
Apple is developing the missing link for Tesla to get CarPlay: report
