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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.
Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.
Ferrari Luce sold out for 2027 after design controversy
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
