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Ford changes tone on EV battery production and facilities like Giga Nevada

Tesla Gigafactory 1, where Model 3 battery cells are produced. (Photo: Tesla)

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Ford has changed its tone regarding the production of electric vehicle batteries, with CEO Jim Farley recently noting that large-scale battery production must be brought to the United States. The CEO’s statements seem to stand quite opposite that of his predecessor, who remarked that dedicated battery plants like Tesla Gigafactory Nevada provide no advantages in the EV sector. 

Back in August 2020, then-Ford CEO Jim Hackett stated that the veteran automaker would not be investing in EV battery production. This was despite Ford’s numerous electric vehicle programs such as the Mustang Mach-E, the Ford F-150 Electric, and the Transit EV. During the company’s earnings call, Ford’s executives maintained that they’re content to source batteries from suppliers instead of producing their own. 

“The supply chain has ramped up since Elon (Musk) built his Gigafactory, and so there’s plenty there that does not warrant us to migrate our capital into owning our own factory. There’s no advantage in the ownership in terms of cost or sourcing,” Hackett said. 

Ford seems to be in a much different place today. Amidst the market’s widespread, ongoing chip shortages, Ford and its peers are facing delays. This, according to now-CEO Jim Farley, is something that automakers must not experience with regards to electric vehicle batteries. Highlighting his point, Farley remarked that Ford would be bringing up the topic to the United States government. 

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“We need to bring large-scale battery production to the US, and we’ll be talking to the government about that. We can’t go through what we’re doing with chips right now with Taiwan. It’s just too important,” Farley said

This is a notable departure from the previous Ford CEO’s stance. It does, however, bode well for Ford’s electric vehicle plans, as it indicates that the company’s CEO is seeing the big picture when it comes to the EV transition. Facilities like Tesla’s Gigafactory Nevada, after all, required a lot of guts and foresight, as they were launched at a time when the demand for EVs was yet to be proven. 

With demand for electric cars now proven by vehicles like the Model 3, it seems safe for companies like Ford to get onboard the battery production train. Ultimately, Ford would benefit from its own battery production efforts, especially considering that one of its suppliers for the F-150 Electric’s batteries, SK Innovation, recently received a 10-year import ban due to a lawsuit from rival LG Chem. 

Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk outlines plan for first Starship tower catch attempt

Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.

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Credit: SpaceX/X

Elon Musk has clarified when SpaceX will first attempt to catch Starship’s upper stage with its launch tower. The CEO’s update provides the clearest teaser yet for the spacecraft’s recovery roadmap.

Musk shared the details in recent posts on X. In his initial post, Musk confirmed that Starship V3 Ship 1 (SN1) is headed for ground tests and expressed strong confidence in the updated vehicle design.

“Starship V3 SN1 headed for ground tests. I am highly confident that the V3 design will achieve full reusability,” Musk wrote.

In a follow-up post, Musk addressed when SpaceX would attempt to catch the upper stage using the launch tower’s robotic arms. 

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“Should note that SpaceX will only try to catch the ship with the tower after two perfect soft landings in the ocean. The risk of the ship breaking up over land needs to be very low,” Musk clarified. 

His remarks suggest that SpaceX is deliberately reducing risk before attempting a tower catch of Starship’s upper stage. Such a milestone would mark a major step towards the full reuse of the Starship system.

SpaceX is currently targeting the first Starship V3 flight of 2026 this coming March. The spacecraft’s V3 iteration is widely viewed as a key milestone in SpaceX’s long-term strategy to make Starship fully reusable. 

Starship V3 features a number of key upgrades over its previous iterations. The vehicle is equipped with SpaceX’s Raptor V3 engines, which are designed to deliver significantly higher thrust than earlier versions while reducing cost and weight. 

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The V3 design is also expected to be optimized for manufacturability, a critical step if SpaceX intends to scale the spacecraft’s production toward frequent launches for Starlink, lunar missions, and eventually Mars. 

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Tesla FSD (Supervised) could be approved in the Netherlands next month: Musk

Musk shared the update during a recent interview at Giga Berlin.

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Credit: Tesla

Tesla CEO Elon Musk shared that Full Self-Driving (FSD) could receive regulatory approval in the Netherlands as soon as March 20, potentially marking a major step forward for Tesla’s advanced driver-assistance rollout in Europe.

Musk shared the update during a recent interview at Giga Berlin, noting that the date was provided by local authorities.

“Tesla has the most advanced real-world AI, and hopefully, it will be approved soon in Europe. We’re told by the authorities that March 20th, it’ll be approved in the Netherlands,’ what I was told,” Musk stated

“Hopefully, that date remains the same. But I think people in Europe are going to be pretty blown away by how good the Tesla car AI is in being able to drive.”

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Tesla’s FSD system relies on vision-based neural networks trained on real-world driving data, allowing vehicles to navigate using cameras and AI rather than traditional sensor-heavy solutions. 

The performance of FSD Supervised has so far been impressive. As per Tesla’s safety report, Full Self-Driving Supervised has already traveled 8.3 billion miles. So far, vehicles operating with FSD Supervised engaged recorded one major collision every 5,300,676 miles. 

In comparison, Teslas driven manually with Active Safety systems recorded one major collision every 2,175,763 miles, while Teslas driven manually without Active Safety recorded one major collision every 855,132 miles. The U.S. average during the same period was one major collision every 660,164 miles.

If approval is granted on March 20, the Netherlands could become the first European market to greenlight Tesla’s latest supervised FSD (Supervised) software under updated regulatory frameworks. Tesla has been working to secure expanded FSD access across Europe, where regulatory standards differ significantly from those in the United States. Approval in the Netherlands would likely serve as a foundation for broader EU adoption, though additional country-level clearances may still be required.

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Elon Musk estimates Tesla Semi could reach Europe next year

“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.

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Credit: Tesla

Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.

Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.

“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.

Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.

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Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.

Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.

The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets. 

Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.

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