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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
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
