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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.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Elon Musk
SpaceX’s next Starship launch is about to attempt its biggest leap yet
SpaceX targets September 22 for Starship Flight 14, its first attempt to reach real orbit.
SpaceX has set September 22 as the target date for Starship’s 14th test flight, and this one carries a different goal than any of the 13 that came before it. Every previous Starship mission has intentionally flown a suborbital arc, reentering the atmosphere within the same hour it launched. Flight 14 is designed to send the craft into a genuine orbit around Earth for the first time.
The launch window opens at 7:15 a.m. Central time at Starbase in South Texas and runs for 75 minutes, pending regulatory approval, according to SpaceX’s mission description published Tuesday. If the flight goes as planned, Starship will circle the planet roughly six times at an altitude near 275 kilometers over about ten hours before a deorbit burn sends it toward a splashdown in the Pacific Ocean west of Chile, a departure from the Indian Ocean recoveries used on the last several flights.
The mission also marks the first attempt to put a working batch of Starlink V3 satellites into actual service. Flight 13 carried 20 of the new satellites in July, but because that mission never left a suborbital trajectory, the payload reentered along with the ship instead of separating into orbit.
SpaceX tells the FCC that Starship Flight 14 is going to orbit
Each V3 satellite is rated for roughly one terabit per second of downlink capacity, so a successful deployment on Flight 14 would be SpaceX’s largest single jump in network bandwidth since Starlink began flying on Falcon 9.
Flight 13 still did the heavier lifting on the technical side. That July mission flew a deliberately more stressful reentry profile to test Starship’s heat shield, and the ship survived its softest splashdown yet, intact enough for drone inspections shortly after landing. Elon Musk said the flight delivered “all the heat shield data we needed and then some,” a result Teslarati covered in detail when he later said SpaceX had solved the vehicle’s biggest reusability challenge. Flight 14 is where SpaceX starts spending that confidence on an actual orbital insertion rather than another controlled fall back to Earth.
One thing Flight 14 will not attempt is a tower catch of the ship. Musk floated the idea right after Flight 13, but walked the timeline back in August, saying a catch attempt was more likely “in a few months.” The Super Heavy booster will still aim for its own recovery, targeting an offshore landing point in the Gulf of America, the same approach used on recent flights.
September 22 is SpaceX’s own target, not a locked date. Starship’s schedule has slipped before over hardware readiness and FAA sign off, and the company has said as much in its own mission notes. But the plan itself represents the clearest marker yet that Starship is moving from a suborbital test program into something meant to carry paying payloads and, eventually, people.
Elon Musk
Elon Musk gives his most telling Tesla-SpaceX merger conversation yet
Elon Musk hinted a Tesla-SpaceX merger could be coming, and Wall Street is taking notice.
Elon Musk gave his clearest signal yet that Tesla and SpaceX could eventually combine, telling the All-In Summit in Los Angeles that the two companies’ deepening collaboration makes the question worth asking. Sawyer Merritt first surfaced the highlight on X Tuesday.
Asked directly why Tesla and SpaceX remain separate given how closely they already work together, Musk told hosts at the summit: “Great question there. With all this collaboration, on so many levels, who can imagine what action one might take when there’s so much close collaboration in so many areas.” SpaceX President Gwynne Shotwell, who joined Musk on stage, added that SpaceX personnel have already moved into xAI to fill leadership and engineering gaps, saying the businesses are integrating “faster than I thought,” though “not fully integrated yet,”
The comments landed on top of merger speculation that has been building on Wall Street for months. JPMorgan has called a tie-up “strategically coherent on paper,” pointing to overlapping ambitions in AI, robotics, energy, transportation and space. Jefferies went further, estimating Musk could retain roughly 55.3 percent voting control in a deal structured without a premium, a scenario that would still leave room for Tesla shareholders to come out ahead. On Kalshi, traders now put the odds of a merger before 2028 at 66 percent.
Tesla’s stake in SpaceX, still under one percent, traces back to its earlier investment in xAI, which converted to SpaceX equity after SpaceX absorbed the AI company. The two are also jointly building Terafab, a chip facility in Austin meant to serve both Tesla’s AI computing needs and SpaceX’s satellite ambitions. Wedbush analyst Dan Ives has stood by a 2027 merger timeline for months, and Cathie Wood’s ARK Invest recently floated a similar case, an idea Musk pushed back on directly at the time.
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
The timing adds another layer. Tesla has scheduled an October 1 unveiling for its next generation Roadster at a venue near SpaceX’s McGregor, Texas test site, using the phrase “Go for launch” in its promotional material. Both stocks dipped roughly 2 percent Monday before recovering slightly in premarket trading Tuesday, with SpaceX shares up about 0.4 percent and Tesla essentially flat.
Musk stopped short of confirming anything is in motion. But unlike his past denials of a corporate restructuring, this response didn’t rule one out, and it came with Shotwell sitting next to him describing an integration that’s already underway.
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
SpaceX’s next Starship launch is about to attempt its biggest leap yet
