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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.
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“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.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
