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Tesla and Rivian are poised to battle Ford and GM for the US’ electric truck market

Tesla CEO Elon Musk unveils the Tesla Semi. (Credit: Tesla)

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The US pickup truck market is a hefty prize for any automaker. In the second quarter alone, pickup trucks accounted for 33% of sales from Ford, GM, and Fiat Chrysler, up from 30% the previous year. Full-size trucks, such as the F-150, Silverado and RAM, continue to see growth as well, with the average price of such vehicles hitting $47,255 per unit. 

Tyson Jominy, an analyst at research firm J.D. Power, explained in a statement to The Wall Street Journal that the US car industry’s interest in pickup trucks continues to be strong. “Trucks are the one sure bet for all three. They’re trying to take every cent off the table and use it to fund their research and development,” he said. 

Yet, just like the passenger car sector, the pickup truck segment is about to feel the disruption from dedicated all-electric vehicles. Elon Musk has announced that Tesla will be releasing its own pickup truck later this year, and that it would be a vehicle so loaded with tech that it would not look out of place in the Blade Runner franchise. Rivian, itself a Detroit-based company, is poised to start producing its R1T pickup truck soon. The R1T is critically acclaimed, being a true off-roader that exudes luxury. 

Rivian R1T truck at the NY Auto Show 2019. | Image: Dacia J. Ferris/Teslarati

Both Tesla’s pickup truck and Rivian’s R1T will likely enter the market as quickly as their respective automakers are able. The pickup market is ripe for disruption after all, and any company that breaches the segment first with a truck that is both capable and reasonable in price would likely enjoy momentum for years to come. Quite surprisingly, neither Ford nor GM seem to be in any hurry to launch their own pickup trucks to the market. 

This is quite surprising considering that both companies have immense experience in truck building. Each company has also stated that it will be releasing its own electric truck. Ford provided a teaser of its F-150 EV last June, which involved an impressive demonstration featuring the truck pulling over a million pounds of cargo. Back in April, GM CEO Mary Barra stated that General Motors will be releasing a “complete range of EVs, including full-size pickups.”

Ford, for its part, stated after its impressive F-150 EV demonstration that the vehicle is not slated for production anytime soon. Ford Chief Product Development Officer Hau Thai-Tang explained in an interview with Yahoo Finance that while a hybrid F-150 will be introduced next year, a battery-electric variant similar to the unit used in the 1-million-pound demonstration is still “a couple years out.” GM is equally vague, if not more. FCA is even less committal, not even confirming its plans for an electric pickup truck. 

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A Ford F-150 electric prototype pulls over 1 million pounds of cargo. (Photo: Ford Motor Company)

Considering the coming competition from younger companies such as Tesla and Rivian, both of whom are still hungry and aggressive, Ford, and GM’s decision to adopt a deliberate pace in their EV truck initiatives might prove to be a miscalculation. Such wait-and-see strategies, after all, could easily be remembered in the future as the stuff of hubris, if they are not careful. 

This is especially true if one were to look at what the Tesla Truck and the Rivian R1T are both set to offer. Elon Musk has spoken a lot about Tesla’s pickup truck, from its “cyberpunk” appearance, Porsche 911-esque performace, and its $49,000 starting price. Rivian’s R1T, on the other hand, is so steeped in luxury amenities and nifty features that it almost seems like a full suite of Patagonia outdoor gear with wheels.

Granted, both Tesla and Rivian lack the experience in truck-building enjoyed by Ford and GM. That being said, Tesla has extensive experience in developing electric vehicles, and its battery tech is second to none. Rivian, on the other hand, is backed by what could very well be the deepest pocket in the tech industry today: Amazon. With this in mind, veteran automakers might be well advised to expedite the release of their own electric pickups, or risk being outperformed and outmaneuvered by upstart electric vehicle makers that are a fraction of their age.

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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Florida man charged after trying to hit Tesla protestors with car

Tesla protestors were nearly struck with the man’s car, though authorities say no one was injured.

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Credit: Palm Beach Daily News

A man in Florida has been charged with assault after attempting to drive into protestors outside of a Tesla store over the weekend, coming as the latest in ongoing protests and vandalism against CEO Elon Musk.

On Saturday, 44-year-old Andrew Tutil attempted to drive into protestors with his Nissan Pathfinder at the West Palm Beach Tesla store, although no one was injured, according to a report from Palm Beach Daily News. The store had around 150 protestors outside around 1:00 p.m., and Tutil reportedly drove slowly into the crowd before parking on the sidewalk and getting out.

“He drove into a crowd of senior citizens,” said Mark Offerman. “Everybody was able to move out, but two older women were really almost clipped. We immediately called the cops.”

After parking on the sidewalk where protestors had to jump out of the way, Tutil, a retired U.S. Army Captain, civil engineer, and supporter of Donald Trump, claimed that he was an employee of the Tesla store and that his brakes and electronics had malfunctioned, according to Offerman.

Palm Beach County records show that Tutil was later arrested and charged with first-degree felony aggravated assault with a deadly weapon without intent after police questioned Tutil and surrounding witnesses and reviewed photos and video footage.

The news comes as a wave of protests, acts of vandalism, and some violent encounters such as this one have been increasingly targeting Tesla stores in recent weeks against Musk and the Trump administration. Additionally, Musk’s work with Trump’s newly created “government efficiency” division has been a central theme in protests at Tesla stores, as federal workers have expressed criticism for the administration’s approach to “eliminating fraud and waste.”

READ MORE ON TESLA PROTESTS: I went to an anti-Musk protest at a Tesla store in Colorado—here’s what I experienced

The widespread protests began in January, after Musk performed what many said looked like a Nazi salute at Trump’s inauguration ceremony, and after he spoke at a campaign event for the far-right German party Alternative for Germany (AfD). During the rally, Musk said that there was “too much of a focus on past guilt and we need to move beyond that,” which many claimed was in reference to Nazi Germany.

The so-called “Tesla Takedown” movement launched over the past several weeks is targeting around 500 separate protests across 277 stores around the U.S. The Palm Beach protest on Saturday was just one of a handful in Florida alone, including those in Gainesville, Jacksonville, Merrit Island, and Sarasota, to name a few.

One protestor at a Tesla store in Colorado earlier this month told Teslarati that she was protesting Musk because she was “highly concerned that our Constitution is being ignored,” adding that “it’s dangerous to have power rest in a handful of ultra-wealthy people.”

Others at the event highlighted Musk and Trump’s attacks on queer, trans, and non-binary people, as well as the administration’s recent controversies with Ukraine President Volodymyr Zelenskyy, and claims that the President is aligning with Russia President Vladimir Putin, as a few of the major reasons they were protesting at the Loveland Tesla store.

Musk has mostly deflected and made light of claims of his alignment with Nazis, while the public has been polarized on defending or condemning these and other actions.

The Tesla CEO was defended by Israel Prime Minister Benjamin Netanyahu, who said he was being “falsely smeared” immediately following the inauguration event. While the Anti-Defamation League (ADL) also went on to defend the action as an “awkward gesture,” the group has since condemned some of Musk’s more recent posts making light of genocide.

Earlier this month, Musk reposted then deleted a screenshot shared by X user Rothmus claiming that “Stalin, Mao and Hitler didn’t murder millions of people,” but that “their public sector workers did.”

“It is deeply disturbing and irresponsible for someone with a large public platform to elevate the kind of rhetoric that serves to undermine the seriousness of these issues,” the ADL wrote in a response on X.

Credit: Rothmus/Alice Smith (via Elon Musk repost on X)

In addition to what have largely appeared to be peaceful protests at Tesla stores, a number of acts of vandalism, including graffiti, arson, and some even more violent assaults involving weapons, have been targeting the automaker’s locations around the world.

Multiple people were taken into custody following repeated arson and graffiti at a Tesla store in Colorado within the past few weeks, while multiple Tesla vehicles have been set on fire at stores, and one Tesla store has been shot at. Owners of Tesla’s vehicles have also been targeted in public, with some being captured on Sentry Mode keying or tagging the vehicles.

The Trump administration has also started labeling such attacks against Tesla as “domestic terrorism,” and the Federal Bureau of Investigation (FBI) has started investigating several of the events, including one involving two Cybertrucks that were set on fire in Seattle and another at a store in Oregon that was shot at twice in a few weeks.

Tesla’s Giga Berlin director responds to anti-Musk criticism

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Tesla Megapack project in NSW reaches $260M financial close

The latest Tesla Megapack project to be announced in Australia, with a $260 million financial backing.

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Credit: Equis Australia

Partners involved in yet another Tesla Megapack project in Australia have reached a financial close, as the upcoming site also begins construction.

On Monday, renewables provider Equis Australia announced closing on the $260 million deal for 138 two-hour Megapack units in Tamworth, New South Wales (NSW), set to back a 250MW/500MWh battery energy storage system (BESS). Dubbed the “Calala” BESS, Equis says the project will store enough power to supply electricity for as many as 115,000 homes during peak usage.

The Calala project is expected to become fully operational by 2027, and it will be constructed in two independent project phases, bringing 100MW and an additional 150MW online in sequence. Located about 5.8 kilometers (~3.6 miles) to the southeast of the Tamworth town centre, the Calala battery will be connected to the NSW grid using an underground cable leading to Tamworth’s 330kV Substation.

READ MORE ON TESLA MEGAPACKS: Tesla and Arevon team up on 172-Megapack solar plus project

The BESS is also expected to create around 170 new roles during construction, and as many as seven ongoing positions upon launching operations. The first 100MW portion of the Calala project will be devoted to supplying a partnership with provider Smartest Energy, while Tesla’s Autobidder real-time trading and control platform will be used to manage and oversee energy transactions to make the 150MW project a merchant BESS.

The financial deal includes the sale of $260 million in non-recourse debt financing package from lenders Westpac, Societe Generale, and the Sumitomo Mitsui Banking Corporation. The agreement will also include a Voluntary Planning Agreement (VPA) for the Calala project to contribute a total of $2 million to the Tamworth Regional Council over time.

Equis Australia also has several other BESS projects, primarily located near its headquarters in Melbourne, along with those scattered around the Sydney and Brisbane areas. The company’s Australia branch says it has 16 BESS projects in its portfolio, along with 11 onshore wind projects, together which total 9.6GW of renewable energy capacity.

The renewable provider is also nearing completion of a massive 600MW/1,600MWh BESS outside of Melbourne sporting 444 Tesla Megapack units, which is expected to become operational later this year.

Currently, Tesla produces most of its Megapacks in Lathrop, California, though the company recently shipped its first units from a new Megafactory in Shanghai, China to Australia. The manufacturer has also begun building a third Megafactory in Waller County, Texas, just a couple of hours east of Tesla’s Gigafactory Texas.

Tesla has joined the Australian Energy Council

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Tesla Model Y inventory is going fast, selling out in many U.S. states

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(Credit: Tesla)

Tesla Model Y inventory is apparently moving pretty quickly as the legacy version of the best-selling car in the world is now sold out in many U.S. states.

With the introduction of the new Tesla Model Y, the legacy version of the vehicle is now no longer being produced. The units that are available are the final ones that Tesla will produce as it is sunsetting the old look of the all-electric crossover.

As production has stopped on this specific version of the Model Y, Tesla is offering some great deals on the vehicle…that is, if it is still available for delivery in your area.

Since the new Model Y has started production and deliveries, 29 U.S. states have now sold out of the old vehicle’s look:

Tesla is offering over $5,000 off of some of these Model Ys in an effort to move inventory and make room for the new Model Y at its showrooms across the country.

For what it is worth, the legacy Model Y is still a fantastic vehicle, and picking it up through inventory is still a great idea, considering it holds a lot of great tech and is now being offered at a great price.

In the United States, Tesla is still only offering the new Launch Series version of the Model Y, which comes with the company’s Full Self-Driving suite, some exclusive badging, and premium interior, among other things.

Until those lower-cost trims arrive, sales figures for the new Model Y will be restricted to the Launch Series trim. We likely won’t see a launch of Rear-Wheel-Drive or All-Wheel-Drive configurations of the new Model Y until the inventory of the previous version starts to dwindle down a tad more.

Launching those trims now would cannibalize the legacy Model Y vehicles, as most consumers would rather have the new vehicle with the upgrades than the older version — even if it means a substantially lower price.

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