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Tesla Semi and Roadster could be relying on a “battery breakthrough”

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Elon Musk and Tesla have made some bold claims for the new Tesla Semi and Roadster. Those who understand batteries have been scratching their heads trying to figure out how the company can deliver the specs it’s promising – and concluding that the only possible way is some as-yet-unannounced advancement in battery technology.

Musk says the Tesla Semi will be able to haul 80,000 pounds for 500 miles, and recharge to 400 miles in 30 minutes, which would revolutionize the trucking industry. As for the Roadster, its promised 0-60 acceleration of 1.9 seconds effectively shuts down every one of the world’s baddest supercars, and its touted 620-mile range would be double that of any EV produced to date.

However, industry experts are questioning Tesla CEO Elon Musk’s touted range and charging capabilities, saying the specifications defy current physics and battery economics.

According to Bloomberg, analysts at Bloomberg New Energy Finance point out that Tesla Semi’s announced specs would require a battery capacity of between 600 and 1,000 kilowatt hours (6-10 times the size of the largest Model S battery). Using current technology, an 800 kWh battery pack would weigh over 10,000 pounds and cost more than $100,000. That’s just for the battery – Tesla has said its entire truck will start at $150,000. It seems plain that Tesla is counting on falling battery prices to square the circle. “The first Tesla Semis won’t hit the road until late 2019,” Bloomberg points out. “Even then, production would probably start slowly. Most fleet operators will want to test the trucks before considering going all-in. By the time Tesla gets large orders, batteries should cost considerably less.”

It isn’t just the capacity of the battery that’s causing analysts to wear out their calculators – Musk’s claim that the Tesla Semi will be able to add 400 miles of charge in 30 minutes would require a charging system 10 times more powerful than Tesla’s current Supercharger – which is already by far the most powerful in the industry.

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Tesla Semi Megacharger port could support 1 MW of power.

“I don’t understand how that works,” said Bloomberg New Energy Finance EV Analyst Salim Morsy. “I really don’t.” Tesla’s current generation of Superchargers have a power output of 120 kilowatts and can add about 180 miles of range to a Model S battery in 30 minutes. To meet Tesla’s charging claim for the Semi would require the promised Megacharger to deliver an output of at least 1,200 kW.

Perhaps Tesla’s biggest bombshell is the promise that it will guarantee truckers electricity rates of 7 cents per kilowatt hour, which Bloomberg estimates could translate to fuel savings of up to $30,000 a year. Musk says that adding solar panels and battery packs at the charging stations will account for at least part of the cost reduction. However, BNEF’s Salim Morsy insists that Tesla will have to heavily subsidize those electricity rates – he estimates that Tesla will pay a minimum of 40 cents per kWh. “There’s no way you can reconcile 7 cents a kilowatt hour with anything on the grid that puts a megawatt hour of energy into a battery,” Morsy said. “That simply does not exist.”

Of course, that’s no different from what Tesla does for its current Supercharger network, offering free electricity to many customers, while paying almost $1 per kWh to produce it, according to Morsy’s estimate.

And how about that Roadster? To deliver its promised range of 620 miles, it will need a 200 kWh battery pack, twice the size of Tesla’s largest currently available pack. Mr. Morsy predicts that Tesla will stack two battery packs, one on top of the other, beneath the Roadster’s floor.

Even with a double-decker pack however, it’s hard to escape the conclusion that Tesla is counting on improving battery tech to make the Roadster, like the Semi, feasible. Battery density has been improving at a rate of about 7.5 percent a year, and that’s without any major breakthrough in battery chemistry.

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“The trend in battery density is, I think, central to any claim Tesla made about both the Roadster and the Semi,” Morsy said. “That’s totally fair. The assumptions on a pack in 2020 shouldn’t be the same ones you use today.”

A massive battery pack not only enables greater range – it’s also a key element in the Roadster’s world-beating 0-60 acceleration. Jalopnik’s David Tracy spoke with battery expert Venkat Viswanathan, a Mechanical Engineering Assistant Professor at Carnegie Mellon, who says that the 1.9-second figure actually seems reasonable.

Viswanathan explains that the power output of a motor is limited by the power draw from each battery cell. Because the Roadster’s pack is double the size, the power draw may not be that much more than that of a Ludicrous Model S.

Viswanathan told Jalopnik that the most modern battery cells offer specific energy of about 240 watt-hours per kilogram. Using that assumption, the Roadster’s 200 kWh battery pack should weigh roughly 1,800 pounds, a huge advance over the previous-generation Roadster. With clever use of lightweight materials, the Roadster could still come out under the nearly two-ton curb weight of the Nissan GT-R, an acceleration benchmark among sports cars.

Viswanathan concludes that a 0-60 time of 1.9 seconds and a range of 620 miles are quite feasible, although there are several other factors that will come into play – much depends on the vehicle’s tires and aerodynamics.

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Meanwhile, at least one analyst thinks Tesla’s latest revelations (or claims, or fantasies, depending on your point of view) have implications that go far beyond the Semi and the Roadster. Michael Kramer, a Fund Manager with Mott Capital Management, told Marketwatch that he suspects improved battery capacities and charging times could make their way into all future Tesla vehicles.

“I’d have to imagine that Tesla has figured out how to put this technology on all of their cars, which means every car could get a full charge in under 30 minutes,” Kramer wrote. Once the Model S “is equipped with the 200 kWh battery pack in the new Roadster, which I can’t imagine is too far down the road, the range issue for the Tesla is officially dead.” (Elon Musk has said that Models S and X will not get physically larger packs, but improved energy density could increase capacity while keeping the size of the pack the same.) Someday soon, Kramer says, “The Model S would likely be able to drive further on one charge than a car on a full tank of gasoline.”

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Note: Article originally published on evannex.com, by Charles Morris

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EVANNEX carries aftermarket accessories, parts, and gear for Tesla owners. Its blog is updated daily with Tesla news.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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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