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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.
Tesla launched a new configuration of the Model Y this week, bringing more complexity to its lineup of the vehicle and adding a new, lower entry point for those who require an All-Wheel-Drive car.
However, the broadening of the Model Y lineup in the United States could signal a somewhat uncomfortable reality for Tesla fans and car buyers, who have been vocal about their desire for a larger, full-size SUV.
Tesla has essentially moved in the opposite direction through its closure of the Model X and its continuing expansion of a vehicle that fits the bill for many, but not all.
Tesla brings closure to Model Y moniker with launch of new trim level
While CEO Elon Musk has said that there is the potential for the Model Y L, a longer wheelbase configuration of the vehicle, to enter the U.S. market late this year, it is not a guarantee.
Instead, Tesla has prioritized the need to develop vehicles and trim levels that cater to the future rollout of the Robotaxi ride-hailing service and a fully autonomous future.
But the company could be missing out on a massive opportunity, as SUVs are a widely popular body style in the U.S., especially for families, as the tighter confines of compact SUVs do not support the needs of a large family.
Although there are other companies out there that manufacture this body style, many are interested in sticking with Tesla because of the excellent self-driving platform, expansive charging infrastructure, and software performance the vehicles offer.
Additionally, the lack of variety from an aesthetic and feature standpoint has caused a bit of monotony throughout the Model Y lineup. Although Premium options are available, those three configurations only differ in terms of range and performance, at least for the most part, and the differences are not substantial.
Minor Expansions of the Model Y Fail to Address Family Needs for Space
Offering similar trim levels with slight differences to cater to each consumer’s needs is important. However, these vehicles keep a constant: cargo space and seating capacity.
Larger families need something that would compete with vehicles like the Chevrolet Tahoe, Ford Expedition, or Cadillac Escalade, and while the Model X was its largest offering, that is going away.
Tesla could fix this issue partially with the rollout of the Model Y L in the U.S., but only if it plans to continue offering various Model Y vehicles and expanding on its offerings with that car specifically. There have been hints toward a Cyber-inspired SUV in the past, but those hints do not seem to be a drastic focus of the company, given its autonomy mission.
Model Y Expansion Doesn’t Boost Performance, Value, or Space
You can throw all the different badges, powertrains, and range ratings on the same vehicle, it does not mean it’s going to sell better. The Model Y was already the best-selling vehicle in the world on several occasions. Adding more configurations seems to be milking it.
The true need of people, especially now that the Model X is going away, is going to be space. What vehicle fits the bill of a growing family, or one that has already outgrown the Model Y?
Not Expanding the Lineup with a New Vehicle Could Be a Missed Opportunity
The U.S. is the world’s largest market for three-row SUVs, yet Tesla’s focus on tweaking the existing Model Y ignores this. This could potentially result in the Osborne Effect, as sales of current models without capturing new customers who need more seating and versatility.
Expansions of the current Model Y offerings risk adding production complexity without addressing core demands, and given that the Model Y L is already being produced in China, it seems like it would be a reasonable decision to build a similar line in Texas.
Listening to consumers means introducing either the Model Y L here, or bringing a new, modern design to the lineup in the form of a full-size SUV.
Elon Musk
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Musk shared his comments in a series of posts on social media platform X.
Elon Musk recently reiterated one of the most ambitious forecasts for Tesla’s humanoid robot, Optimus, stating it could become the first real-world example of a Von Neumann machine. He also noted once more that Optimus would be Tesla’s biggest product.
Musk shared his comments in a series of posts on social media platform X.
Optimus as a von Neumann machine
In response to a post on X that pondered on sci-fi timelines becoming real, Musk wrote that “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.” In a separate post, Musk wrote that Optimus will be Tesla’s “biggest product ever,” a phrase he has used in the past to describe the humanoid robot’s importance to the electric vehicle maker.
A Von Neumann machine is a class of theoretical self-replicating systems originally proposed in the mid-20th century by the mathematician John von Neumann. In his concept, von Neumann described machines that could travel to other worlds, use local materials to create copies of themselves, and carry out large-scale tasks without outside intervention.
Elon Musk’s broader plans
Considering Musk’s comments, it appears that Optimus would eventually be capable of performing complex work autonomously in environments beyond Earth. If Optimus could achieve such a feat, it could very well unlock humanity’s capability to explore locations beyond Earth. The idea of space exploration becomes more than feasible.
Elon Musk has discussed space-based AI compute, large-scale robotic production, and the role of SpaceX’s Starship in transporting hardware and materials to other planets. While Musk did not detail how Optimus would fit with SpaceX’s exploration activities, his Von Neumann machine comments suggest he is looking at Tesla’s robotics as part of a potential interplanetary ecosystem.
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Tesla China January wholesale sales rise 9% year-on-year
Tesla reported January wholesale sales of 69,129 China-made vehicles, as per data released by the China Passenger Car Association.
Tesla China reported January wholesale sales of 69,129 Giga Shanghai-made vehicles, as per data released by the China Passenger Car Association (CPCA). The figure includes both domestic sales and exports from Gigafactory Shanghai.
The total represented a 9.32% increase from January last year but a 28.86% decline from December’s 97,171 units.
China EV market trends
The CPCA estimated that China’s passenger new energy vehicle wholesale volume reached about 900,000 units in January, up 1% year-on-year but down 42% from December. Demand has been pressured by the start-of-year slow season, a 5% additional purchase tax cost, and uncertainty around the transition of vehicle trade-in subsidies, as noted in a report from CNEV Post.
Market leader BYD sold 210,051 NEVs in January, down 30.11% year-on-year and 50.04% month-on-month, as per data released on February 1. Tesla China’s year-over-year growth then is quite interesting, as the company’s vehicles seem to be selling very well despite headwinds in the market.
Tesla China’s strategies
To counter weaker seasonal demand, Tesla China launched a low-interest financing program on January 6, offering up to seven-year terms on select produced vehicles. The move marked the first time an automaker offered financing of that length in the Chinese market.
Several rivals, including Xiaomi, Li Auto, XPeng, and NIO, later introduced similar incentives. Tesla China then further increased promotions on January 26 by reinstating insurance subsidies for the Model 3 sedan. The CPCA is expected to release Tesla’s China retail sales and export breakdown later this month.
Tesla Model Y lineup expansion signals an uncomfortable reality for consumers
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
