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Tesla and other EVs’ potential to reduce emissions is widely underestimated: study
There are a lot of misconceptions about electric vehicles, but arguably the most prominent is the argument that EVs pollute more than their internal combustion engine-powered counterparts. Despite being debunked over and over again by people like Tesla CEO Elon Musk and organizations like Bloomberg NEF, the “long tailpipe” myth has remained incredibly persistent.
A recent study from electric mobility expert Auke Hoekstra has concluded that electric vehicles actually have the potential to be far cleaner than expected, especially since battery manufacturing and the power grid will likely not remain static. As the adoption of more efficiencies in battery manufacturing are rolled out and as more and more energy is gathered through renewable sources, the greenhouse gas emissions of electric cars like the Tesla Model 3 will see a dramatic reduction.
The findings of Hoekstra et al. stand in stark contrast to the conclusions of a study published by scientists Christoph Buchal, Hans-Dieter Karl and Hans-Werner Sinn earlier this year, who claimed that a Tesla Model 3 pollutes more than a Mercedes-Benz C 220 d due to the greenhouse gas emissions involved in the production of the electric car’s batteries. This conclusion, according to Hoekstra, has several critical mistakes.
For one, researchers such as Buchal et al. tend to overestimate the emissions produced in the battery manufacturing process. Hoekstra noted that around 65 kg of greenhouse gas emissions is emitted for every kWh of battery produced, which includes extracting and refining raw materials and actually producing the battery cells themselves. Buchal’s study estimated that the Model 3 emits 145–195 kg/kWh for its battery production, which does not take into account new chemistries that are adopted for battery production, or improvements in the cell manufacturing process.
The lifetime of batteries is also grossly underestimated in studies that allege EVs pollute more (or marginally less) than gas cars. In Buchal et al.’s case, for example, the scientists estimated that the Model 3’s batteries would only last 150,000 km (around 93,000 miles) before they are scrapped. This is a miscalculation, considering that current-generation batteries are estimated to last at least 1,500 to 3,000 cycles before they lose 20% of their capacity. For a vehicle like a Tesla Model 3 with Dual Motor AWD, which has a range of 310 miles, this would give the car around 747,000 km (about 464,000 miles) on the low end (1500 cycles) before their batteries would need replacing. And even after this, the batteries are recycled, not discarded, as noted by Elon Musk.
Perhaps the most notable miscalculation from EV critics is that many fail to account for the fact that electricity itself is getting greener with the adoption of renewable energy solutions. Battery-electric vehicles in some areas of the globe might be driving on power generated from coal today, but that will not always be the case. If an EV is driven on renewable energy sources, Hoekstra estimates that the battery-powered vehicles’ emissions would drop by a factor of 10. And that’s computing it using current-generation renewable technology.
The struggle for the future’s preferred form of propulsion will continue to be waged between batteries/electric motors and fossil fuels/internal combustion engine. Yet, it is essential to note that the internal combustion engine is already a mature technology that has likely reached its peak. Battery-powered cars, on the other hand, are only getting started. Heralded by the Model 3, the advent of disruptive vehicles like the new Tesla Roadster, the Rivian R1T pickup, or even the Porsche Taycan could ultimately seal the deal on electricity being the preferred source of propulsion in the years to come.
An Abstract of Hoekstra et al.’s study could be accessed here.
News
Tesla China registrations hit 20.7k in final week of June, highest in Q2
The final week of June stands as the second-highest of 2025 and the best-performing week of the quarter.
Tesla China recorded 20,680 domestic insurance registrations during the week of June 23–29, marking its highest weekly total in the second quarter of 2025.
The figure represents a 49.3% increase from the previous week and a 46.7% improvement year-over-year, suggesting growing domestic momentum for the electric vehicle maker in Q2’s final weeks.
Q2 closes with a boost despite year-on-year dip
The strong week helped lift Tesla’s performance for the quarter, though Q2 totals remain down 4.6% quarter-over-quarter and 10.9% year-over-year, according to industry watchers. Despite these declines, the last week of June stands as the second-highest of 2025 and the best-performing week of the quarter.
As per industry watchers, Tesla China delivered 15,210 New Model Y units last week, the highest weekly tally since the vehicle’s launch. The Model 3 followed with 5,470 deliveries during the same period. Tesla’s full June and Q2 sales data for China are expected to be released by the China Passenger Car Association (CPCA) in the coming days.
Tesla China and minor Model 3 and Model Y updates
Tesla manufactures the Model 3 and Model Y at its Shanghai facility, which provides vehicles to both domestic and international markets. In May, the automaker reported 38,588 retail sales in China, down 30.1% year-over-year but up 34.3% from April. Exports from Shanghai totaled 23,074 units in May, a 32.9% improvement from the previous year but down 22.4% month-over-month, as noted in a CNEV Post report.
Earlier this week, Tesla introduced minor updates to the long-range versions of the Model 3 and Model Y in China. The refreshed Model 3 saw a modest price increase, while pricing for the updated Model Y Long Range variant remained unchanged. These adjustments come as Tesla continues refining its China lineup amid shifting local demand and increased competition from domestic brands.
Elon Musk
Tesla investors will be shocked by Jim Cramer’s latest assessment
Jim Cramer is now speaking positively about Tesla, especially in terms of its Robotaxi performance and its perception as a company.
Tesla investors will be shocked by analyst Jim Cramer’s latest assessment of the company.
When it comes to Tesla analysts, many of them are consistent. The bulls usually stay the bulls, and the bears usually stay the bears. The notable analysts on each side are Dan Ives and Adam Jonas for the bulls, and Gordon Johnson for the bears.
Jim Cramer is one analyst who does not necessarily fit this mold. Cramer, who hosts CNBC’s Mad Money, has switched his opinion on Tesla stock (NASDAQ: TSLA) many times.
He has been bullish, like he was when he said the stock was a “sleeping giant” two years ago, and he has been bearish, like he was when he said there was “nothing magnificent” about the company just a few months ago.
Now, he is back to being a bull.
Cramer’s comments were related to two key points: how NVIDIA CEO Jensen Huang describes Tesla after working closely with the Company through their transactions, and how it is not a car company, as well as the recent launch of the Robotaxi fleet.
Jensen Huang’s Tesla Narrative
Cramer says that the narrative on quarterly and annual deliveries is overblown, and those who continue to worry about Tesla’s performance on that metric are misled.
“It’s not a car company,” he said.
He went on to say that people like Huang speak highly of Tesla, and that should be enough to deter any true skepticism:
“I believe what Musk says cause Musk is working with Jensen and Jensen’s telling me what’s happening on the other side is pretty amazing.”
Tesla self-driving development gets huge compliment from NVIDIA CEO
Robotaxi Launch
Many media outlets are being extremely negative regarding the early rollout of Tesla’s Robotaxi platform in Austin, Texas.
There have been a handful of small issues, but nothing significant. Cramer says that humans make mistakes in vehicles too, yet, when Tesla’s test phase of the Robotaxi does it, it’s front page news and needs to be magnified.
He said:
“Look, I mean, drivers make mistakes all the time. Why should we hold Tesla to a standard where there can be no mistakes?”
It’s refreshing to hear Cramer speak logically about the Robotaxi fleet, as Tesla has taken every measure to ensure there are no mishaps. There are safety monitors in the passenger seat, and the area of travel is limited, confined to a small number of people.
Tesla is still improving and hopes to remove teleoperators and safety monitors slowly, as CEO Elon Musk said more freedom could be granted within one or two months.
News
Tesla launches ultra-fast V4 Superchargers in China for the first time
Tesla has V4 Superchargers rolling out in China for the first time.
Tesla already has nearly 12,000 Supercharger piles across mainland China. However, the company just initiated the rollout of the ultra-fast V4 Superchargers in China for the first time, bringing its quick-charging piles to the country for the first time since their launch last year.
The first batch of V4 Superchargers is now officially up and running in China, the company announced in a post on Chinese social media outlet Weibo today.
The company said in the post:
“The first batch of Tesla V4 Superchargers are online. Covering more service areas, high-speed charging is more convenient, and six-layer powerful protection such as rain and waterproof makes charging very safe. Simultaneously open to non-Tesla vehicles, and other brands of vehicles can also be charged. There are more than 70,000 Tesla Superchargers worldwide. The charging network layout covers 100% of the provincial capitals and municipalities in mainland China. More V4 Superchargers will be put into use across the country. Optimize the charging experience and improve energy replenishment efficiency. Tesla will accompany you to the mountains, rivers, lakes, and seas with pure electricity!”
The first V4 Superchargers Tesla installed in China are available in four cities across the country: Shanghai, Zhejiang, Gansu, and Chongqing.
Credit: Tesla China
Tesla has over 70,000 Superchargers worldwide. It is the most expansive and robust EV charging network in the world. It’s the main reason why so many companies have chosen to adopt Tesla’s charging connector in North America and Europe.
In China, some EVs can use Tesla Superchargers as well.
The V4 Supercharger is capable of charging vehicles at speeds of up to 325kW for vehicles in North America. This equates to over 1,000 miles per hour of charging.
Tesla China registrations hit 20.7k in final week of June, highest in Q2
Tesla investors will be shocked by Jim Cramer’s latest assessment
Tesla launches ultra-fast V4 Superchargers in China for the first time
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