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How Tesla Battery Day can silence critics once and for all
The hype surrounding Tesla’s Battery Day is very real. Enthusiasts and unknowns are talking about the potential findings that Elon Musk and his crew could unveil on September 22nd, and the event could make way for Tesla to become much larger than it already is. However, there is a good chance that the critics of the electric automaker will have little to say after the event, and if Tesla plays it right, it could be the beginning of the end of the Tesla FUD (Fear, Uncertainty, Doubt) movement.
It is understandable to assume that Tesla doubters will always exist. Some companies that have the best intentions still have their haters, and that’s just human nature. While Tesla will always have people who will doubt its intentions as a company, Battery Day could be the proverbial duct tape over the lips of the most vocal skeptics.
Tesla still has work to do, and Battery Day’s total appeal comes down to whether the company can manage to live up to the hype. Many rumors are circulating around what Elon Musk could unveil at the event, some related to batteries, and some aren’t. But whatever happens, it really comes down to the “Wow” factor, and whether Tesla can manage to attain that with their findings and unveilings.
To me, the most significant thing Tesla could announce is price parity, and something that is relatively an extra is the possibility that Musk could unveil the Plaid Powertrain. But if the company really wants to make a mark, several things, in my opinion, have to be confronted during the event.
Million-Mile Battery
Tesla’s Million-Mile Battery is almost certainly the most confirmed element of Battery Day. Developments from Jeff Dahn and his team of researchers have come up big for Tesla recently with electrolyte solutions and new studies that show revolutionary energy density measures. Reports across the globe have essentially confirmed that Tesla will unveil this development at the event, and it will be a big win for the electric automaker.
Having a battery that will last as long as two or three vehicle chassis means that when the increased longevity is combined with increasing production, Tesla will have a relatively large-scale supply of batteries available at their disposal. This opens the doors for many things, including price parity and the possibility of becoming a supplier for other electric car companies.
Price Parity…or close to it
Price parity with gas cars wouldn’t only be monumental for Tesla, but for EVs in general. It would prove that gas cars are not always going to be the most economical option for drivers, and the price of battery-powered cars would drop. Having Tesla announce price parity or something close would mean the premium EV brand would have the most affordable vehicles in terms of EV tech and range. It could mean the company’s growth may accelerate much quicker than initially anticipated. If the cars are cheaper, a lot of people will buy them, obviously. While $35,000 is reasonable for the Model 3 Standard Range, many people still are unwilling to spend that much on any car.
Getting the price of batteries down would literally begin the destruction of legacy automakers as if it hasn’t already started. Tesla being the best EV brand and having the best prices per kWh would be so massive, I don’t think many people can begin to fathom the possibilities.
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Status as a cell supplier for other companies
If Tesla can figure out price parity and long lifespan battery cells, the company will be well on its way to becoming a battery supplier. Long term battery life, combined with affordability, will be a big plus for Tesla’s plans to become a supplier for other EV brands. Having cheap batteries that are high-quality and offer an extended lifespan will be a no brainer. Tesla’s most notable competitors will be forced to source their cells from the Silicon Valley-based company.
Plaid Powertrain for the Model S
The Plaid Powertrain has been highly-anticipated for about a year, and there is a good chance Tesla unveils it at Battery Day. It seems that the issue with putting it into production last year was along the same lines as putting the Semi into production too early: battery shortages. The Plaid Powertrain will have a larger pack, meaning more cells, and putting it on Tesla’s menu too early would have spoiled their plans for the cars that are more crucial to the future of the company. The Model 3 is an excellent example of this. It’s a mass-market car, and the batteries should go toward these efforts instead of a sedan that has increased performance.
The Semi was not put into production because battery cells were not plentiful enough. Creating the Semi and fulfilling the preorders that the company had would have been troublesome for Tesla’s mass-market vehicle push, and it certainly wouldn’t have been the smartest strategy. However, Musk said that a “volume production” push of the Semi needed to occur soon, which basically confirms that the shortage is no longer an issue. The Plaid Powertrain will likely be the next piece of Tesla’s puzzle to be announced.
Is there the possibility that Tesla will shock us with something completely unexpected?
Of course, we’re talking about Elon Musk. The guy that unveiled the next-Gen Roadster as a surprise and the guy that rolled off a Cyberquad after the Cybertruck unveiling. While those are just a vehicle and a four-wheeler, we’re talking about Tesla’s most anticipated event, perhaps ever. There is a lot of potential for groundbreaking announcements next Tuesday, and there is no shortage of things that Musk could announce.
He has said on numerous occasions that Battery Day is going to be insanity and that it will likely blow a lot of minds. But what will transpire exactly, only a few people really know, and there is little sense in trying to guess what Musk will have for us on September 22nd.
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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
