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Lithium produced for Tesla’s batteries is less polluting than 31 cups of coffee: researcher
There are many criticisms of electric vehicles like Teslas, and one of them involves the notion that EVs require massive amounts of water to produce the lithium in their batteries. This idea, according to Dr. Maximilian Fichtner, who serves as the Director at the Helmholtz Institute for Electrochemical Energy Storage in Germany, is not accurate at all.
In a recent conversation with Tagesspiegel Background, the battery researcher stated that the production of electric car batteries is not as extreme as what EV critics would suggest. To produce the lithium needed for a 64 kWh battery pack, for example, Fichtner stated that about 3840 liters of water are evaporated according to usual calculation methods. This is roughly comparable to the production of 250 grams of beef, 30 cups of coffee, or half a pair of jeans, according to the researcher.
Explaining further, Fichtner stated that even before electric cars like Teslas became popular, lithium was already being used in large quantities in many industrial and chemical processes. Lithium-ion batteries are also widely used in mobile devices, which are universally accepted today. “I’m always surprised that the public never talks about lithium in laptops or mobile phones – but suddenly it’s a problem with the e-car,” the battery researcher said.
But the water consumption involved in the production of lithium for electric car batteries is just the tip of the iceberg. Fichtner estimates that a 64 kWh pack is likely in the middle of various variants of the Tesla Model 3 sedan, whose long-range versions can easily go beyond 450 km (280 miles) of range per charge. If one were to infer that an electric car battery pack can remain optimal with 2,000 full charging cycles, this could equate to a total distance of about 900,000 km. And that’s with estimates on existing battery technology.
With this in mind, it appears that Tesla’s lithium-ion batteries are actually less polluting than otherwise everyday items such as steak or the aforementioned 30 cups of coffee, since they have the potential to remain in service for a very long time. About 2,000 charging cycles, after all, would likely equate to years of average EV use.
Companies like Tesla are hard at work in improving their battery cells. This much is hinted at by Tesla executives such as CEO Elon Musk and President of Automotive Jerome Guillen, both of whom have noted that Tesla’s batteries are always evolving. Fichtner expects electric car batteries to have an average lifespan of 3,000 cycles by 2025, which would make EV batteries even more environmentally-friendly.
In his recent conversation with the publication, the researcher discussed one of the most sensitive topics surrounding battery production: cobalt. Cobalt has developed a very negative reputation due to the abhorrent conditions in cobalt mines in areas such as Congo. Fortunately, many automakers have since pledged to source the cobalt used in their EVs from areas that meet stringent standards. Tesla does this and more, with the electric car maker attempting to develop cobalt-free batteries in the near future.
For now, electric car makers are in a game of cobalt reduction, and in this sense, Tesla has a notable lead. The batteries used in Volkswagen’s well-received ID.3 hatchback, for example, contain about 12-14% cobalt. The Tesla Model 3, on the other hand, only contains about 2.9% cobalt as of 2018. Fichtner predicts that if things go well, cobalt-free batteries could enter the market as early as 2025.
Maximilian Fichtner received his Ph.D. in Chemistry/Surface Science with distinction and the Hermann Billing Award for his thesis in 1992. He currently serves as the professor for Solid State Chemistry at the Ulm University and Executive Director of the Helmholtz Institute Ulm for Electrochemical Energy Storage (HIU). He has also worked in collaboration with the German ministries of Economy and Research and Education, and has served as the Chair of the 1st International Symposium on Magnesium Batteries in 2016.
Elon Musk
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters.
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI’s turbine deal details
News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.
As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X.
xAI’s ambitions
Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”
The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website.
Elon Musk
Elon Musk’s xAI closes upsized $20B Series E funding round
xAI announced the investment round in a post on its official website.
xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development.
xAI announced the investment round in a post on its official website.
A $20 billion Series E round
As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others.
Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.
As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”
xAI’s core mission
Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.
xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5.
“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote.
Investor's Corner
Tesla gets price target bump, citing growing lead in self-driving
Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.
On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”
The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.
Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.
Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.
Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.
Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:
“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.
Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.