News
Tesla researcher’s 1 million-mile battery cell breakthrough secures the Semi’s longevity
Tesla lead battery researcher Jeff Dahn and members of the Department of Physics and Atmospheric Science in Dalhousie University recently released a new paper that points to the development of battery cells capable of lasting over 1 million miles on the road, or 20 years if utilized in grid energy storage.
“We conclude that cells of this type should be able to power an electric vehicle for over 1.6 million kilometers (1 million miles) and last at least two decades in grid energy storage,” the team noted in their paper.
It should be noted that the cells utilized by the researchers are pouch cells as opposed to the cylindrical cells favored by Tesla for its electric vehicles. The new cells feature new chemistry, which improves energy, charge rate and more importantly, allows a larger SOC swing. These optimizations result in savings, both in weight and in cost.
The idea of a million-mile battery has been mentioned by CEO Elon Musk in the past, together with the development of a drive unit that is also capable of lasting for a million miles on the road. With such innovations in place, Tesla’s battery cells, which are already among the best in the industry, are bound to last even longer.
Used in electric vehicles and operated at temperatures controlled to 20C, the new battery cells are expected to retain 95% fractional capacity after the million-mile mark is reached. Battery cells used for energy storage, on the other hand, are expected to retain 90% fractional capacity after over 20 years of service. Commenting on Dahn’s research, Desktop Metal CEO Ric Fulop stated that the second life of these improved battery packs have the potential to change the very nature of the grid in the future.
These improvements are pretty much the perfect match for some of Tesla’s upcoming projects, particularly its all-electric truck, the Semi. The Semi was announced with a range of either 300 or 500 miles, though Elon Musk has previously hinted that the vehicle will have closer to 600 miles of range per charge instead. The vehicle has garnered warm reception from several large corporations, from UPS to PepsiCo. As such, it is certain that once the Semi gets deployed, the vehicle will be on the road constantly, putting much strain on the truck’s batteries. Having batteries that last longer will make the vehicle more attractive to potential buyers.
This is where the improvements highlighted by Dahn’s team come in. With longer-lasting batteries, the Tesla Semi could stand toe-to-toe with its diesel-powered counterparts, which typically require an engine overhaul at around the 700k to 1 million-mile mark. Together with a drivetrain that also lasts a million miles and an overall cheaper operating cost, the Tesla Semi could prove to be a competitive alternative to the tried-and-tested diesel rigs of the trucking industry.
It should be noted that Tesla’s current battery tech is likely far ahead of the cells described by Dahn and his team in their paper. Sharing such data, after all, suggests that Tesla has already developed, or at least, is working on an improved version that would allow them to have an even more considerable advantage in the battery segment. This, of course, could widen the gap between Tesla and its competitors in the electric car industry even further.
Jeff Dahn and the Dalhousie University team’s 1-million-mile battery paper could be accessed below.
J. Electrochem. Soc. 2019 Harlow A3031 44 by Simon Alvarez on Scribd
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
SpaceX gets initial stock coverage from Tesla’s biggest bull
