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The Tesla Effect: Why EVs will take a big bite out of oil demand
The newly defined “Tesla Effect” is producing remarkable consequences. Tesla electric vehicles (EVs) have changed the way that people all over the globe now think about transportation, the place of zero tailpipe emissions, and an accelerated agenda for sustainable energy. One “Tesla Effect” is that the International Energy Agency last month forecast that global gasoline demand has all but peaked because of more efficient cars and the spread of EVs.
Thank you, Tesla.
As a small Silicon Valley startup, Tesla Motors began with a line of luxury electric sports cars that could reliably produce more than 200 miles on a single charge. Due to the wide acclaim and demand it received for its cars, Tesla was able to repay a 2010 loan from the U.S. Department of Energy a full nine years early. Their manufacturing facility in California became the largest auto industry employer in California, and Tesla was soon spreading its mission around the globe. It has achieved success beyond any expectations — except that, perhaps, of CEO Elon Musk — and has prompted other major automakers to accelerate work on their own electric vehicles in order to maintain currency in the market.
And now, while EVs represent less than 1 percent of total vehicle sales, they are predicted to soar in popularity around 2025. That’s when many governments around the globe, including Athens, Madrid, Mexico City, and Paris, have pledged to phase out diesel vehicles in a battle against pollution. These promises, known as “intended nationally determined contributions,” will have significant consequences of their own over the decade that will follow. By 2035, EVs may remove 1 million to 2 million barrels a day of oil demand from the market.
“Anything that reduces the demand for transportation has an impact on the oil market,” Alan Gelder, vice president of refining, chemicals, and oils markets at Wood Mackenzie, said in an interview in London. “The question is how big is it going to be and what’s the time frame.”
Model S and Model X vehicles off the production line seen via aerial drone shot of Tesla factory
Electric cars are displacing about 50,000 barrels a day of demand now, according to the oil industry consultant, Wood Mackenzie, which promotes itself to potential customers as “embedded in the industry, with more than four decades building relationships, improving performance and keeping you ahead of the competition.” To placate nervous clients, Wood Mackenzie says that it does expect total oil demand to keep growing for decades, driven by shipping, trucking, aviation, and petrochemical industries. That’s more conservative than Bloomberg New Energy Finance’s forecast for EVs to displace about 8 million barrels a day of demand by 2035.
Tesla alone won’t be able to supply enough EVs if demand really takes off, Gelder said. Major automakers including Volkswagen AG and Ford Motor Co. will need to produce them on a larger scale. “At the moment they can’t, and changing manufacturing lines takes time.”
Gelder continued his argument by stating that regulation and government subsidies alone won’t be enough to spark a boom in EVs. Consumers, he insisted, will need to believe that EVs are preferred for a variety of reasons. “If there’s a technology revolution, so battery technology gets cheaper and EVs don’t need a subsidy, then it comes down to consumer preference. If the consumers like something, it’ll switch far faster.”
If the global response to Tesla is any indication, EVs are not only here to stay: they’ll be the preferred individual mode of transportation of the future.
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Tesla launches first ‘true’ East Coast V4 Supercharger: here’s what that means
What truly distinguishes this installation from the hundreds of “V4” stalls already scattered across the network? Most existing V4 dispensers, rolled out since 2023, feature welcome upgrades like longer cables, built-in touchscreen displays, integrated credit-card readers for non-Tesla users, and improved ergonomics.
Tesla has launched its first “true” V4 Supercharger on the East Coast, and while that may be sort of confusing, here’s what we mean by that.
Tesla has opened its first true V4 Supercharging station on the East Coast in Kissimmee, Florida, just south of Orlando.
The eight-stall site, powered by an advanced 1.2 MW V4 power cabinet, is capable of delivering up to 500 kW, making it one of only four fully operational 500 kW-capable V4 stations in the United States.
Pricing is dynamic and competitive, as Tesla owners pay $0.40 per kWh during peak hours (8 a.m. to midnight), dropping to an attractive $0.20/kWh off-peak (midnight to 8 a.m.).
Non-Tesla EVs, which can now plug directly into the NACS ports thanks to the open standard, are charged a premium—$0.56/kWh peak and $0.28/kWh off-peak—reflecting Tesla’s strategy to monetize network access while rewarding its own customers.
What’s Makes This a “True” V4 Supercharger
What truly distinguishes this installation from the hundreds of “V4” stalls already scattered across the network? Most existing V4 dispensers, rolled out since 2023, feature welcome upgrades like longer cables, built-in touchscreen displays, integrated credit-card readers for non-Tesla users, and improved ergonomics.
However, nearly all of these have been paired with legacy V3 power cabinets. These hybrid setups, sometimes informally called V3.5, deliver charging curves virtually identical to standard V3 stations, typically topping out at 250-325 kW depending on the vehicle and site conditions.
In contrast, Kissimmee’s true V4 architecture incorporates next-generation 1.2 MW power cabinets. These support battery voltages up to 1,000 V (double the 500 V of V3 systems) and can push up to 500 kW per stall.
NEWS: Tesla has opened its first true V4 Supercharging station on the East Coast, capable of delivering up to 500 kW charging speeds.
• Location: Kissimmee, Florida (near Orlando)
• 8 charging stalls
• Fees for Tesla owners: $0.40/kWh ($0.20/kWh off-peak)
• Fees for all… pic.twitter.com/E8AkaibWsC— Sawyer Merritt (@SawyerMerritt) March 19, 2026
One compact cabinet efficiently powers all eight stalls, slashing the physical footprint and reportedly keeping deployment costs under $40,000 per stall, far cheaper than earlier designs.
Right now, the primary beneficiary is the Cybertruck, which can achieve dramatically faster charging at low states of charge.
Everyday models like the Model 3 and Model Y see little immediate difference in peak speeds, but the hardware lays the groundwork for future vehicles with higher-voltage batteries.
Tesla launches faster Cybertruck charging at all V4 Superchargers
This milestone signals Tesla’s accelerating push toward a high-power, future-proof Supercharger network.
As true V4 sites multiply, charging times will shrink, grid efficiency will improve, and the entire EV ecosystem, Tesla and non-Tesla alike, will benefit from the infrastructure lead Tesla continues to expand. For drivers in central Florida, the Kissimmee station is more than just another charging stop; it’s a glimpse of the faster, smarter charging era that’s finally arriving.
Elon Musk
Tesla reveals various improvements to the Semi in new piece with Jay Leno
Tesla Chief Designer Franz von Holzhausen and Semi Program Director Dan Priestley joined Leno in a 47-minute segment revealing all of the various things it did to make the Semi even better as it heads toward volume production this year.
Tesla has revealed the various improvements it has made to the Semi with its redesign, which was unveiled late last year, on a new episode of Jay Leno’s Garage.
Tesla Chief Designer Franz von Holzhausen and Semi Program Director Dan Priestley joined Leno in a 47-minute segment revealing all of the various things it did to make the Semi even better as it heads toward volume production this year.
Last year, Tesla revealed it had updated the Semi design to fit the bill of its aesthetic, which, on its other vehicles, includes things like lightbars and a sleeker and more aerodynamic design. The changes were not all to appease the eye, but the drivers who will use the Semi on a daily basis to haul goods regionally as the program gets off the ground running.
Weight Reduction
Priestley revealed almost immediately that Tesla was able to cut out about 1,000 pounds of weight from the Semi compared to the previous version.
This does several things, all of which are positive to the mission of a Class 8 truck, which is to haul goods and obtain more efficient travel to cut down on logistics costs.
Initially, this can increase payload capacity, which is often the biggest value driver for fleets that frequently hit gross vehicle weight limits. Tesla’s early Pilot Program members, like PepsiCo. and Frito-Lay, are large-scale companies. They will benefit from a decreased overall weight.
Lighter vehicles also require less energy to accelerate, climb hills, and maintain highway speeds. This new design has that advantage, and as Leno said in his first drive with the Semi as he hauled another unit behind, “I don’t feel like I’m pulling anything.”
Drag Coefficient
Franz said one of the goals of the Semi was to get the drag coefficient down below that of a Bugatti Veyron. This would increase efficiency tremendously, a major need with a large truck like a Semi.
Drag coefficient is extremely valuable when it comes to electric vehicles, because the displacement of air is incredibly important for range ratings.
Franz said aerodynamic efficiency has been improved by 7 percent compared to the last model. He says the coefficient is around 0.4.
New Features and Improvements
Priestley shed some additional light on the Semi and some of the improvements the company has made under the hood.
These include:
- Fully Electric Steering Assist
- Cybertruck actuators are being used for more strength
- Tesla included a 48-volt architecture
- Semi will utilize 4680 battery cells, which are designed to last 1 million miles
These changes come after Tesla rolled out the Semi to various companies for its Pilot Program, which yielded tremendous results. Due to the years it has been working with those companies, it knew what things it had to change and what it had to improve upon before selling the Semi openly.
Fleet Data
The fleet data Tesla has gathered from the Pilot Program has been one of the most widely discussed parts of the Semi program.
Franz and Priestley said that there are currently a few hundred Semi units in the real world, and Tesla has gathered 13.5 million miles. One of those units has traveled over 440,000 miles in the years it has been on the road.
Tesla Semi’s latest adoptee will likely encourage more of the same
Pilot Program members have reported an uptime of 95 percent, and Tesla’s maintenance and Service teams have kept things running:
“80% of breakdowns if you have one, are returned back to the customer in less than 24 hours, and half are back in less than 1 hour.”
Demand
Priestley says demand for the Semi has never been higher, and due to the recent political climate and the impact things have had on gas prices, Tesla has never received more inquiries for the Semi than it has recently.
Many companies will be surprised to hear that the Semi Pilot Program has been an overwhelming success. As Tesla begins to build out the infrastructure for the vehicle, it will only benefit the all-electric Class 8 trucks that keep things moving.
CEO Elon Musk said Tesla plans to start high-volume production this year. The company also plans to start deliveries this year.
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Tesla launches amazing new feature for shared vehicles
Tesla has quietly introduced one of its most practical software features yet in update 2026.8: real-time visibility of the active driver profile directly in the Tesla mobile app. Available under the Security & Drivers section, this new tool lets owners see exactly who is behind the wheel or who last drove the vehicle.
Tesla is launching an amazing new feature for shared vehicles, giving owners more transparency when they choose to have a Tesla ownership experience with another driver.
This is one of the many advantages of having a Tesla. New features are constantly rolled out through software updates and Over-the-Air fixes, which download directly to the car with an internet connection.
Tesla has quietly introduced one of its most practical software features yet in update 2026.8: real-time visibility of the active driver profile directly in the Tesla mobile app. Available under the Security & Drivers section, this new tool lets owners see exactly who is behind the wheel or who last drove the vehicle.
The feature works seamlessly. While the car is driving, the app displays the name of the currently selected driver profile in real time.
When the vehicle is parked or asleep, it shows the last active profile.
Requiring both the 2026.8 vehicle software and the latest Tesla app, the update brings this capability to every model in the lineup, including legacy Model S and Model X vehicles, which are unfortunately being phased out of the company lineup later this year.
Tesla makes latest move to remove Model S and Model X from its lineup
The feature was first reported on by Not a Tesla App.
Tesla driver profiles have always excelled at personalization, automatically adjusting seat positions, mirrors, steering wheel height, climate settings, navigation recents and favorites, and media preferences.
These profiles link to specific phone keys for automatic activation and support PIN protection for privacy and security. Restricted profiles for teens can also limit speed or features.
This feature shines brightest in single-car households with multiple drivers. Families, couples, and roommates frequently share one Tesla, leading to constant adjustments and questions about settings. Now, a quick app check reveals the current profile, allowing users to anticipate seat configurations or confirm usage without entering the vehicle.
Tesla’s cloud-synced driver profiles to bring custom settings across multiple cars
Parents particularly benefit: they can verify that teens are driving under their assigned (and possibly restricted) profiles, adding a layer of safety oversight and peace of mind. Teslas are already so incredibly safe that many parents dream of putting their kids in one.
Two kids around the same age could now share a Tesla, and this feature would make that effort, which is likely to be a difficult one at times, more seamless.
Beyond convenience, it promotes accountability and reduces everyday friction. No more manual profile switching or arguments over mirror positions. Before approaching the car, anyone can check the app and know exactly what to expect, no more wasted minutes readjusting everything.
In multi-driver setups, it transforms the shared EV into a truly intelligent, user-aware machine that respects individual preferences while keeping the primary owner informed.
Tesla’s commitment to over-the-air updates continues to enhance ownership value years after purchase.
This small but significant addition highlights how software can solve real-world problems in multi-user environments, making Tesla vehicles more family-friendly and practical than ever. For the millions of owners sharing a single car, the 2026.8 update delivers transparency, time savings, enhanced safety, and effortless personalization. It is a great new feature that is rolling out to vehicles now.
Tesla launches first ‘true’ East Coast V4 Supercharger: here’s what that means
Tesla reveals various improvements to the Semi in new piece with Jay Leno
