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Tesla has officially announced its expected new battery and Semi factories in Northern Nevada, along with $3.6 billion in investment to make them happen. But are these actually new factories, or simply the completion of Gigafactory Nevada to its originally planned size?

Earlier today we reported on the Nevada Governor hinting at plans for Tesla’s new factory, which were expected to be officially unveiled today. Tesla has now put up a blog post describing its progress with its previous investments in Nevada and the plans for this new investment.

Tesla says that it has already spent $6.2 billion in Nevada and hired 11,000 employees, while creating 17,000 local construction jobs building out its Gigafactory there, and that the factory has produced:

  • 7.3 billion battery cells (37 GWh+ annually)
  • 1.5 million battery packs
  • 3.6 million drive units
  • 1 million energy modules (14 GWh+ total)

These numbers are higher than Tesla’s original 2014 plan, which was to spend $3.5 billion on a factory to produce 35 GWh of batteries annually, which would then hire 6,500 employees.

Since then, the EV market has expanded rapidly, which means 35GWh is still not enough to fulfill global demand for Tesla’s EVs.

Today, Tesla said:

We will be investing over $3.6 billion more to continue growing Gigafactory Nevada, adding 3,000 new team members and two new factories: a 100 GWh 4680 cell factory (with capacity to produce enough batteries for 2 million light duty vehicles annually), as well as our first high-volume Semi factory.

Tesla’s announcement is unclear about whether these factories will still be on the same property as its current gigafactory, which is still about 60% complete when comparing renders to the current status of the building.

Judging by the new render, these new factories may be in the same building. Compared to the existing building, which has an L-shape, and the original and new renders of the building, filling out that L-shape would complete the building to look more like the renders:

The announcement mentions that some of the $3.6 billion will be spent to continue growing the gigafactory, but also build two new factories. Previously, Electrek reported that Tesla was building a production line for the Tesla Semi in a new building near Gigafactory Nevada, so we’re not sure if it’s changing plans and will bring all this production under the same roof, or continue expanding that new building nearby, or perhaps both – maybe the 4680-format cells will be built in the main building, and Semi will be built in the secondary building.

This announcement comes the day before Tesla’s earnings report, which is certainly interesting timing. Tesla set a record for deliveries with 405,000 vehicles delivered in Q4 and 1.3 million in 2022, though the Q4 number came in under expectations. Near the end of the quarter, Tesla started offering discounts and has recently drastically cut prices, signaling that it needed to stoke demand a little after more than a year of significant price increases while EV demand skyrocketed.

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Tesla files patent to integrate Starlink satellite antennas inside its cars

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Tesla files patent to integrate Starlink satellite antennas inside its cars

Tesla has filed a new patent that strongly suggests the automaker is preparing to integrate Starlink satellite receivers directly into its vehicles.

The reason why is still unclear.

Tesla vehicles are already some of the most connected machines on the planet, relying heavily on cellular networks for everything from Autopilot data collection to over-the-air software updates and streaming features.

But cellular coverage has limits.

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Now, a new patent filing reveals Tesla’s solution.

The patent, titled “Vehicle Roof Assembly with Radio Frequency Transparent Material,” describes a new roof structure designed specifically to allow satellite signals to pass through.

The filing notes that traditional automotive glass and metal roofs often block or attenuate satellite signals, making it difficult to hide an antenna inside the cabin. Tesla’s solution is to use specific polymer blends, such as polycarbonate or acrylonitrile styrene acrylate, that are “radio frequency (RF) transparent.”

The patent explicitly mentions that this assembly allows for the integration of “antennae directly into the roof structure, facilitating clear communication with external devices and satellites.”

Here is a drawing from the patent showing the multi-layer roof structure designed to hide the antenna while maintaining structural integrity:

While the patent doesn’t name “Starlink” directly (patents rarely name specific commercial products), the implications are obvious. Starlink, SpaceX’s satellite internet constellation, is a high-bandwidth, low-latency satellite network capable of supporting the kind of data Tesla vehicles consume.

We have already seen some Tesla owners retrofit Starlink Mini dishes onto their cars for off-grid camping, but this patent suggests a factory-integrated solution where the antenna is completely invisible, hidden inside the roof lining.

This would allow a Tesla to seamlessly switch between 5G cellular networks and the Starlink satellite network, depending on coverage, ensuring the car is always online.

Electrek’s Take

Cars don’t necessarily need satellite connections.

For a while, some thought it could be needed for autonomous driving by enabling constant connectivity, but it is generally accepted that you can’t rely on any kind of internet or in-car communication for self-driving. The risk is too high.

For the most part, a cellular connection is perfectly fine for a car.

However, I wouldn’t mind this if it’s offered as an option for people who are looking to stay connected in more remote areas. It could make sense for that.

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Oil rebounds from lowest levels since 2021 after Trump orders Venezuela oil tanker blockade

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Oil rebounds from lowest levels since 2021 after Trump orders Venezuela oil tanker blockade

U.S. crude futures rose more than 1% Wednesday as Trump ordered “a total and complete” block of all sanctioned oil tankers entering and leaving Venezuela.

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Crude oil prices bounced back from near four-year lows Wednesday, after President Donald Trump said the U.S. will block sanctioned tankers from entering and leaving Venezuela.

U.S. crude oil rose $1.03, or 1.86%, to $56.30 per barrel by 7:52 a.m. ET. Global benchmark Brent was trading at $59.96, up $1.04 or 1.77%.

The U.S. benchmark had fallen to the lowest levels since early 2021 on Tuesday, as traders see a potential peace agreement in Ukraine bringing Russian crude back to a well supplied market.

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Oil, 5 years

But Trump’s pressure campaign against Venezuelan President Nicolas Maduro has lifted prices from those lows. The president said he ordered a “total and complete” blockade of sanctioned oil tankers leaving and entering Venezuela.

Trump’s blockade comes after the U.S. seized a sanctioned oil tanker off Venezuela’s coast last week in a major escalation.

Venezuela is a founding member of OPEC and has the largest proven crude oil reserves in the world.  It is exporting about 749,000 barrels per day this year, with at least half that oil going to China, according to data from Kpler.

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Baltimore homeowners could qualify for free home solar under new BGE program

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Baltimore homeowners could qualify for free home solar under new BGE program

Through the Exelon Foundation, local utility Baltimore Gas and Electric (BGE) has granted $250,000 to Civic Works’ Baltimore Shines solar initiative to support no-cost rooftop solar installations for low- and moderate-income homeowners.

Exelon-owned BGE is working with Civic Works to ensure that up to thirty (30) qualifying homeowners will be able to receive no-cost rooftop solar installations as part of a BGE-funded initiative to add more clean, renewable, and affordable energy to the Baltimore grid.

“BGE is committed to investing in solutions that make energy more affordable and help our customers manage their bills. Baltimore Shines is making a real difference by helping families lower their energy costs while expanding access to clean, renewable power,” explains Tamla Olivier, president and CEO of BGE. “Today’s completion of the 50th solar installation brings affordable energy where it is needed most. Thank you to Civic Works for helping us build a more equitable, sustainable Baltimore.”

Each selected home will get the roof and electrical upgrades needed to go solar, along with a 20 year maintenance plan to make sure the systems continue to cut fossil fuel dependence, support BGE’s clean energy goals, and deliver real progress on environmental justice and energy equity for years to come.

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“We are also deeply appreciative of this new grant from BGE and the Exelon Foundation, which will expand access to clean energy and allow us to provide no-cost solar installations to additional limited- and moderate-income households,” says Eli Allen, senior program director of Civic Works. “Together, we are reducing monthly expenses for families and strengthening resilience across Baltimore neighborhoods.”

Once completed, those thirty homes are expected to generate more than 180,000 kWh of electricity per year, and cut more than 275,000 pounds of carbon dioxide emissions, annually. This solar initiative is also supported by the Maryland Energy Administration and the Mayor’s Office of Recovery Programs.

SOURCE | IMAGES: BGE, Civic Works.


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