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Will the BMW i5 be a “Tesla Fighter”?

Rumors are swirling that the BMW i5 will be a plug in hybrid “Tesla Fighter” with 78 miles of range based on the long wheelbase 5 Series sedan. Really?

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New BMW i5 may be a plug in hybrid sedan

New BMW i5 may be a plug in hybrid sedan

In March, Klaus Froehlich, BMW’s head of R&D, told Automotive News Europe that his team had just begun brainstorming about what the next model in the “i” family will be like. He stated emphatically that whatever it turns out to be, it won’t arrive until 2020 at the earliest. And Froehlich was very clear — the BMW i5 will be as unique in its own way as the i3 and i8 and will not be based on any existing car in the BMW lineup.

So why do rumors continue to swirl that the car will be a “Tesla fighter” which won’t be on sale until 2018?  The speculation is based on an article in AutoBild, a German magazine that claims it has inside knowledge about the upcoming car. It says it will be a plug in hybrid based on the long wheelbase BMW 5 series sedan currently built for the Chinese market. The story was picked up by Ecomento, which says the i5 powertrain will be based on the eDrive system featured on last years 5 Series GT Concept. That powertrain has a 218 horsepower 4 cylinder gasoline engine and two electric motors – a 150 horsepower front motor and a 272 horsepower motor at the rear — for a total of 640 horsepower.

Hmmmm…..except for the gas engine, this sounds like a car with the same basic configuration as the Model S P85D. Factor in  BMW’s expertise in carbon fiber construction and the car should weigh significantly less than the Tesla. Since there is no point building a “Tesla fighter” if it can’t stand toe to toe with the P85D at the dragstrip, would a lighter BMW with 640 horses be up to the task?

AutoBild gives precise details about the new BMW. It says it will have the design language of the upcoming 7 Series sedan but be the size of the 6 Series Gran Coupe. BMWBlog suggests the gasoline engine can be switched off for up to 78 miles of electric driving. The target price is said to be 100,000 Euros or about $110,000 at current exchange rates.

Will this new i5 be the “Tesla fighter” everyone thinks BMW wants to build? It is widely known that the Model S is cutting into sales of BMW’s 7 Series sedan. No doubt that is causing consternation in the BMW boardroom. But are the rumors accurate? If the head of BMW R&D says publicly the i5 won’t arrive until 2020 at the earliest and will be as groundbreaking in its own way as the i3 and i8, does it make sense that the car will actually be a fairly conventional plug in hybrid sedan with its focus on a gasoline engine?

The more realistic assessment is that a new BMW 5 Series sedan is being readied for sale with a beefed up plug in hybrid powertrain. In a world in which most plug in hybrids only have a range of about 30 – 40 miles, 78 miles for the BMW would be a big step forward. But a “Tesla fighter?” With a gasoline engine? Please be serious.

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Tesla Cybercab gets initial tie-in to localized, in-house cathode plant

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Credit: Tesla

Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.

On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.

Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.

At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.

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The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.

One month later, that material reached a finished Cybercab.

The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.

Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.

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On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.

Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.

It is arguably as important as the software that drives it.

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Tesla leaks Semi customers ahead of handover event

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Credit: Tesla

Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.

Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.

Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.

Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.

Tesla Semi lands the biggest electric truck deal in U.S. history

Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.

Tesla first unveiled the Semi back in 2017 with a 2019 production target.

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Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.

Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.

Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.

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Tesla App now shows you what your Supercharger will look like upon arrival

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Credit: Tesla

The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.

Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.

It will even show you which specific Tesla model is charging at each occupied stall.

This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.

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The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.

Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.

You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.

Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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