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Tesla and other EVs are a good fit for the US Army's next-gen brigades: 3-Star General
The transition of the automotive sector to sustainable solutions will not only affect the mainstream transportation industry. As the adoption of electric cars like Teslas continue, branches of the US government such as the US Army would need to embrace electrification as well. This is something that was recently discussed by 3-Star General Eric Wesley, the director of the US Army’s Futures and Concepts Center.
In an interview with Defense News, Wesley explained why it is pertinent for the military to explore sustainable solutions for its future fleets. The Lt. Gen. also discussed some of the inherent advantages of electric vehicles compared to machines powered by the internal combustion engine. When talking about the current state of the US Army’s sustainable transition, though, Wesley admitted that things are running behind.
“Let’s be clear. We’re behind. We’re late to meet on this thing. If you look at all of the analysis, all of the various nations that we work with, they’re all going to electric power with their automotive fleet, and right now, although we do (science and technology), and we’ve got some research and development going on, and we can build prototypes, in terms of a transition plan, we are not there,” he said.
Wesley and his team are currently preparing a proposal for the head of Army Futures Command that addresses the topic of the US military’s efforts at electrifying its fleet. The 3-Star General noted that there are several key reasons why such an endeavor is needed. One of these is the fact that it is now undeniable that the entire automotive industry is going electric. The Army must do the same, or risk having its vehicles compromised by a potential lack of parts from the supply chain.
Operating electric brigades presents a variety of advantages that are simply not possible with petrol-powered machines. Electric vehicles, for example, are very quiet, and they generally have low heat signatures. This makes them more difficult to detect compared to internal-combustion vehicles. But these are just the tip of the iceberg.
Wesley added that electric brigades have a significant advantage in the way that they can remain deployed for extended periods for time. Since EVs can be charged from renewable sources such as the sun, they could operate independently in potentially contested environments. “We have to operate distributed, which means you have to have organic power that is readily available… Electrification allows you to have access to readily available power to distribute not only for the vehicle but for all those different systems that I have,” the Lt. Gen. said.
Lastly, electrified army vehicles have far less parts than regular petrol-powered machines. Tesla’s electric motors only have a few dozen moving parts, for example, while a regular internal combustion engine has thousands of moving parts. Key components such as batteries are usually modular as well, which means that replacing compromised sections could be accomplished fairly easily. Several electric vehicles today share a lot of the same parts as well, fostering commonality.
Electric vehicles have grown and evolved to the point where some EVs today are objectively better than their internal combustion counterparts, period. Battery costs are also dropping, with companies like Tesla reportedly approaching the $100 per kWh milestone. Vehicles such as the Tesla Cybertruck, which could be perfect for the Army due to its durable exoskeleton and over 500-mile range, suggests that more electric innovations are in active development as well.
Ultimately, Wesley admitted that the US Army’s transition to electric vehicles would come with a substantial price tag. That being said, he estimates that the cost to power an all-electric brigade will be lower than the cost to power the military’s existing internal combustion vehicles.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
