News
Tesla partner Panasonic’s US plans hint at possible Model S and X battery update
Tesla might be looking to expand its array of battery suppliers with the upcoming construction and operation of Gigafactory 3 in China, but its current exclusive battery supplier, Panasonic, is looking to double down on its partnership with the electric car maker nonetheless. In a recent statement to Japanese media, Panasonic announced that it plans to move its Tesla battery production facilities to the United States next year.
Panasonic already manufactures batteries for Tesla’s vehicles in the US in Gigafactory 1, though the cells it produces on the site are the 2170 cells being utilized for the Model 3. Tesla’s two flagship vehicles — the Model S and Model X — are still equipped with custom 18650 cells, which are produced by Panasonic in facilities located in Japan. Based on a report from the Nikkei Asian Review, these are the operations that the Japanese company will be bringing over to a “US-based unit starting next April.”
Considering that Panasonic is already producing 2170 cells for the Model 3 in Gigafactory 1, the company’s move of its Tesla battery production lines to a US-based facility could pave the way for a well-deserved and much-anticipated battery update for the Model S and X. The move, if any, provides Panasonic the opportunity to normalize its battery production for Tesla’s electric cars. It does not seem to be a strategic move for Panasonic, after all, to move its battery production operations to the United States to manufacture 18650 cells that are bound to be upgraded in the near future.
Tesla’s 18650 cells for the Model S and X, while not as energy-dense as the Model 3’s 2170 cells, still hold up well today. A recent range and efficiency test of the Jaguar I-PACE by German network nextmove, for example, showed that the Model X, which is equipped with 18650 cells, still seems to have superior battery tech than the newer electric crossover from the British carmaker. Elon Musk, for his part, lauded the Model 3’s 2170 cells in the third quarter earnings call, stating that the electric car currently stands as the “most energy efficient energy per mile electric vehicle out there.”
Tesla’s 2170 cells are hailed by industry experts as a difference-maker for the Silicon Valley-based company. Detroit veteran Sandy Munro, for one, noted after tearing down and analyzing the Model 3 that the electric car’s 2170 batteries are the best that he has seen to date. The potential of the 2170 cells could be seen in the Model 3 Performance’s recent Track Mode update, which allows the electric car to compete with the automotive industry’s best high-performance sedans on a closed circuit.
Elon Musk has noted that there is no such thing as a “full refresh” for its vehicles. In a statement on Twitter, Musk pointed out that Tesla’s electric cars are partially upgraded every month “as soon as a new subsystem is ready for production.” With this in mind, there seems to be little doubt that when the production of 2170 cells reaches a point where it is capable of supporting the Model S and X, Tesla will equip the vehicles with the larger, newer cells.
Both the Model S and Model X have defied the odds over the years, competing and even dominating their respective segments despite an abundance of skepticism and Tesla’s lack of experience in the auto industry. Considering that the vehicles are Tesla’s flagships, though, it stands to reason that both electric cars would be equipped with the best that the company has to offer — in terms of batteries, that pertains to the 2170 cells.
Elon Musk
Brazil Supreme Court orders Elon Musk and X investigation closed
The decision was issued by Supreme Court Justice Alexandre de Moraes following a recommendation from Brazil’s Prosecutor-General Paulo Gonet.
Brazil’s Supreme Federal Court has ordered the closure of an investigation involving Elon Musk and social media platform X. The inquiry had been pending for about two years and examined whether the platform was used to coordinate attacks against members of the judiciary.
The decision was issued by Supreme Court Justice Alexandre de Moraes following a recommendation from Brazil’s Prosecutor-General Paulo Gonet.
According to a report from Agencia Brasil, the investigation conducted by the Federal Police did not find evidence that X deliberately attempted to attack the judiciary or circumvent court orders.
Prosecutor-General Paulo Gonet concluded that the irregularities identified during the probe did not indicate fraudulent intent.
Justice Moraes accepted the prosecutor’s recommendation and ruled that the investigation should be closed. Under the ruling, the case will remain closed unless new evidence emerges.
The inquiry stemmed from concerns that content on X may have enabled online attacks against Supreme Court justices or violated rulings requiring the suspension of certain accounts under investigation.
Justice Moraes had previously taken several enforcement actions related to the platform during the broader dispute involving social media regulation in Brazil.
These included ordering a nationwide block of the platform, freezing Starlink accounts, and imposing fines on X totaling about $5.2 million. Authorities also froze financial assets linked to X and SpaceX through Starlink to collect unpaid penalties and seized roughly $3.3 million from the companies’ accounts.
Moraes also imposed daily fines of up to R$5 million, about $920,000, for alleged evasion of the X ban and established penalties of R$50,000 per day for VPN users who attempted to bypass the restriction.
Brazil remains an important market for X, with roughly 17 million users, making it one of the platform’s larger user bases globally.
The country is also a major market for Starlink, SpaceX’s satellite internet service, which has surpassed one million subscribers in Brazil.
Elon Musk
FCC chair criticizes Amazon over opposition to SpaceX satellite plan
Carr made the remarks in a post on social media platform X.
U.S. Federal Communications Commission (FCC) Chairman Brendan Carr criticized Amazon after the company opposed SpaceX’s proposal to launch a large satellite constellation that could function as an orbital data center network.
Carr made the remarks in a post on social media platform X.
Amazon recently urged the FCC to reject SpaceX’s application to deploy a constellation of up to 1 million low Earth orbit satellites that could serve as artificial intelligence data centers in space.
The company described the proposal as a “lofty ambition rather than a real plan,” arguing that SpaceX had not provided sufficient details about how the system would operate.
Carr responded by pointing to Amazon’s own satellite deployment progress.
“Amazon should focus on the fact that it will fall roughly 1,000 satellites short of meeting its upcoming deployment milestone, rather than spending their time and resources filing petitions against companies that are putting thousands of satellites in orbit,” Carr wrote on X.
Amazon has declined to comment on the statement.
Amazon has been working to deploy its Project Kuiper satellite network, which is intended to compete with SpaceX’s Starlink service. The company has invested more than $10 billion in the program and has launched more than 200 satellites since April of last year.
Amazon has also asked the FCC for a 24-month extension, until July 2028, to meet a requirement to deploy roughly 1,600 satellites by July 2026, as noted in a CNBC report.
SpaceX’s Starlink network currently has nearly 10,000 satellites in orbit and serves roughly 10 million customers. The FCC has also authorized SpaceX to deploy 7,500 additional satellites as the company continues expanding its global satellite internet network.
Energy
Tesla Energy gains UK license to sell electricity to homes and businesses
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
Tesla Energy has received a license to supply electricity in the United Kingdom, opening the door for the company to serve homes and businesses in the country.
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
According to Ofgem, the license took effect at 6 p.m. local time on Wednesday and applies to Great Britain.
The approval allows Tesla’s energy business to sell electricity directly to customers in the region, as noted in a Bloomberg News report.
Tesla has already expanded similar services in the United States. In Texas, the company offers electricity plans that allow Tesla owners to charge their vehicles at a lower cost while also feeding excess electricity back into the grid.
Tesla already has a sizable presence in the UK market. According to price comparison website U-switch, there are more than 250,000 Tesla electric vehicles in the country and thousands of Tesla home energy storage systems.
Ofgem also noted that Tesla Motors Ltd., a separate entity incorporated in England and Wales, received an electricity generation license in June 2020.
The new UK license arrives as Tesla continues expanding its global energy business.
Last year, Tesla Energy retained the top position in the global battery energy storage system (BESS) integrator market for the second consecutive year. According to Wood Mackenzie’s latest rankings, Tesla held about 15% of global market share in 2024.
The company also maintained a dominant position in North America, where it captured roughly 39% market share in the region.
At the same time, competition in the energy storage sector is increasing. Chinese companies such as Sungrow have been expanding their presence globally, particularly in Europe.
Brazil Supreme Court orders Elon Musk and X investigation closed
FCC chair criticizes Amazon over opposition to SpaceX satellite plan
