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Tesla Energy’s true potential shines as study shows Gen Z prefers renewables, not coal
During the second quarter earnings call, Elon Musk highlighted that the potential of Tesla Energy exceeds that of the company’s automotive business simply because the utility sector is much larger than the car industry. Fortunately for Tesla, it appears that the upcoming ramp of its energy business is coming just at the right time, as a recent study has determined that members of Gen Z are far more interested in careers relating to renewable energy.
Morning Consult, a US-based data intelligence firm, recently conducted a climate change study on members of Generation Z aged between 13 and 23. The study was conducted on August 21-23 and it involved about 1,000 participants, with a margin of error of 3 percentage points. In a post about its survey, the data intelligence firm noted that overall, the study revealed that Gen Z accepts climate change as a fact, and a significant number of them are willing to do something about it.
As could be seen in the graphic below, 26% of the respondents in the study believe that humans have the capability to stop climate change. A larger number, 49%, believe that while climate change could not really be stopped, it could be slowed down. Encouragingly, only 2% of the study’s respondents stated that they do not believe climate change is happening, and only 8% stated that climate change is beyond humans’ control.
What is particularly notable in the study’s results was the fact that 73% of the survey’s respondents stated that they are “very” or “somewhat” concerned about the impact of climate change on the environment. The data intelligence firm noted that these values would likely have an effect on policies in the near future. “While many of the poll’s respondents are not yet able to vote, as the generation that has given the world activists such as Greta Thunberg and Xiye Bastida comes of age, its values will be of increasing relevance to policymakers,” the firm noted.
Amidst the data gathered by the intelligence firm, one particular point stood out. Gen Z-ers, most of whom have lived through a time when the effects of climate change have been more prominent, are focused on careers relating to sustainability. When asked about their career prospects, the vast majority of the study’s respondents stated that they are interested in sectors that contribute to the fight against climate change, like solar and wind. Sectors whose emissions harm the environment such as coal, on the other hand, hold very little appeal.
Based on the results of Morning Consult’s study, 50% of the respondents noted that they were interested in pursuing a career in the solar industry. Careers in wind and hydropower are a close second and third, with 43% and 41%, respectively. Interestingly enough, the coal industry, a key driver of the industrial age, only holds appeal to 15% of the study’s respondents, making it the least popular career option for Gen Z members. Alternatives to renewables like solar and wind, such as nuclear power, also seem to hold little appeal for the survey’s respondents.
“Fifteen percent of Gen Z-ers, meanwhile, expressed interest in a career in coal, with 65% saying they were not interested. The natural gas sector — which proponents have long touted as facilitating the economy’s transition to more renewable energy — was also unpopular, with 29% interested and 52% not interested. This is consistent with the industry’s own polling in 2017, which has prompted concern from energy executives about how to recruit new talent in the coming decades. And while nuclear energy has similarly been championed as playing a crucial role in the transition, the sector proved statistically as unpopular as natural gas,” the intelligence firm noted.
With this shift in mind, companies like Tesla are perfectly positioned as the preferred places of work for the next generation. As Gen Z steps away from fossil fuel-based jobs, the opportunities for businesses such as Tesla Energy become larger. Companies that actively address the effects of climate change, after all, are far better alternatives to workplaces whose practices actively destroy the planet. Perhaps this is already starting in the automotive sector, as companies like Tesla are becoming increasingly popular among engineering graduates. Beyond the appeal of working for a rockstar CEO like Elon Musk, Tesla’s disruptive approach and its open, ambitious mission could very well be considered attractive by prospective employees.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
