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Why Tesla’s lead acid 12V battery needs to be lithium-ion based
It’s a prominent issue surrounding the electric vehicle market that the old-school lead acid battery just isn’t appropriate for new technology vehicles. Many users of electric vehicles, especially Tesla owners, have cited concerns with the poor performance of their 12V or low-voltage battery, oftentimes requiring annual replacement.
In contrast, a lead acid battery in a traditional internal combustion engine (ICE) vehicle generally has a 4 year life-cycle, but why?
RELATED: Tesla Model S 12V Lithium-Ion battery replacement (up to 70% lighter, 4x life)
First off, some of the most important factors to consider in longevity of a battery are “cycle-life”, environmental conditions, discharge/charge rates and calendar-life; cycle-life is how many times the battery can be drained and recharged in its life. Environmental conditions include temperature and humidity. Discharge/charge rates are the amperages going out of and into the battery respectively.
There are two major differences between the way an ICE vehicle uses its 12V battery and the way an EV uses its 12V battery:
“OFF” state discharge and cycling frequency
ICE Vehicle: generally has a very low 12V load while the vehicle is in the “off” state, often this load doesn’t exceed a few watts and doesn’t present a major challenge for the 12V battery to maintain.
Electric Vehicle: The 12V load while in the off-state is often much higher due to advanced computer systems that are running to maintain the high-voltage battery, keep vehicle “connected” (all EV have some remote access features), maintain charging and BMS (Battery Management System) communications, etc. In fact a Tesla Model S/X puts about 50 Watts of load on the 12V system when the vehicle is in the “off” state. 50 Watts equals about 4.5 Amps of discharge on the 12V battery, this drains the battery down relatively rapidly and requires the 12V battery be “recharged” by the high-voltage battery regularly, this usage pattern results in many cycles being placed on the battery.
“ON” state utilization and purpose
ICE Vehicle: The 12V battery is used to initiate the ICE (start the car) and is designed for putting out large amounts of current to accommodate this process. Once an ICE vehicle is in the “on” state, it relies on an alternator to power all of the 12V sub-systems and also maintain the voltage of the 12V battery.
Electric Vehicle: The 12V is subjected to (practically) no additional load while the vehicle is being turned “on”, and although most vehicles are designed with DC/DC converters (which act as alternators) it is often an engineering design choice to reduce load on the DC/DC converter by minimizing the frequency with which it is utilized. This also extends the driving range of the vehicle because none of the precious high-voltage battery capacity is being shunted to non-driving tasks. Due to this usage profile the 12V battery is subjected to relatively low discharge and recharge currents.
When you combine the high number of cycles and the low current requirements of the electric vehicle 12V battery system you arrive at a completely different battery need than that of an ICE vehicle. Lead Acid batteries are very good at high discharge and low cycle count life-styles, this is their bread and butter and this is where they last a long time and provide the most bang for the buck (cheap cost and decent product life-cycle), but they aren’t lasting in electric vehicles.
The electric vehicle 12V battery system is one that is best suited by a battery capable of tremendous cycle-life as the main design goal. The battery chemistry that suits this usage scenario best? Lithium! Lithium battery technology is specifically very good at being cycled many times and continuing to provide minimal capacity loss and degradation. This, along with reduced weight, is why these batteries are used for the high-voltage battery packs, cell-phones, laptops, medical equipment and cars where batteries are being cycled frequently and longevity is important.
Editor’s note: This post was submitted into our network by Tesla Model S owner Sean Scherer. Having suffered an unfortunate incident in his Model S that left him stranded because of a faulty 12V battery, Sherer began on a mission to create a lithium-ion based 12V battery solution that was not only more reliable than the traditional lead acid battery, but better suited for the demands of a Tesla Model S, Model X, and electric vehicles in general. He began BattMobile Batteries, who have made it their mission to improve adoption of electric vehicles by solving some of the small details that has been missed by EV manufacturers.
We’ve also included a video tutorial on how to replace the Model S 12V battery.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
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 Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
