Elon Musk’s no.2 at Tesla, Tom Zhu, is going back to his responsibilities as VP of China as the CEO isolates himself at the top.
Zhu has long been the leader of Tesla’s operations in China and led the very successful Gigafactory Shanghai effort.
Gigafactory Shanghai quickly became Tesla’s best-performing manufacturing facility and to replicate the success in Texas, Musk made Zhu in charge of all Gigafactories back in late 2022.
However, we reported that Zhu was taking an even bigger role at Tesla as Musk was busy running several other companies and spending especially more time at his newly acquired Twitter.
He was elevated to the critical “leadership” at Tesla that need to reported their stock transaction to the SEC:
In recent months, Musk took over North American sale operations from Zhu, according to sources familiar with the matter.
As we reported during our podcast last Friday, several sources told Electrek that Tom Zhu was stepping down from his responsibilities with Tesla in North America.
Now, several media in China are confirming that Zhu is indeed coming back to China to lead Tesla’s operations there.
With several rounds of layoffs and executive departures over the last month, it is resulting in Elon Musk isolating himself at the top.
Tesla has to identify critical executives who need to report their stock holdings and transactions to the SEC. The automaker already had a limited official leadership for a company of its size, but even its limited bench was cut by 50% in just a month:
Electrek’s Take
I have talked before about a theory that Musk is cleaning house at Tesla at a time when his leadership is being challenged through his compensation package, which is sort of turning into a confidence vote.
With not as deep of a bench, Musk is making himself more critical at Tesla. At the same time, some of his fans have been pushing a narrative that he will leave Tesla if the shareholders don’t reapprove his compensation package.
The CEO claimed the contrary in the trial over the compensation package, but he has conveniently not denied the theory at this time.
Both Zhu and Baglino were seen as potential replacements for CEO or even potential new COO to support Musk.
Now, one of them is not at Tesla anymore and the other is going back to China.
FTC: We use income earning auto affiliate links.More.
Amprius Technologies just unveiled a new SiCore cell built on its Silicon Anode Platform that boosts battery performance for EVs, electric aviation, and drones.
In late 2024, battery manufacturer Amprius delivered pre-production 10Ah samples to six customers for testing, and full commercialization is set for early 2025. If real-world tests deliver as promised, this battery could enable its customers to achieve superior range, speed, and reliability.
Amprius’s new SiCore cell delivers an energy density of 370 Wh/kg and a power output of over 3000 W/kg. That means it packs a ton of energy while also delivering power in bursts – ideal for scenarios where endurance and speed are equally critical.
The Fremont, California-based company says what makes its new SiCore cell unique is its flexibility. It handles high discharge rates of up to 10C without active cooling and 15C with cooling, making it a solid choice for extreme conditions. Think drones flying longer missions or electric aircraft nailing energy-draining takeoffs and landings.
According to Amprius customer Teledyne FLIR, which specializes in unmanned aerial systems, this battery could be a game-changer for its drones. Tung Ng, vice president of unmanned Systems North America at Teledyne FLIR, said, “We are eager to evaluate how this breakthrough technology can meet the rigorous needs of our defense, security, and industrial customers, enabling longer runtimes and increasing operational flexibility.”
EVs, advanced air mobility, and eVTOL aircraft also stand to benefit from the SiCore cell’s balance of high energy and high power. Dr. Ionel Stefan, Amprius’ CTO, described it as a breakthrough in the tricky trade-off between power and energy density, calling it “a new power possibility for high-demand applications.”
To limit power outages and make your home more resilient, consider going solar with a battery storage system. In order to find a trusted, reliable solar installer near you that offers competitive pricing, check outEnergySage, a free service that makes it easy for you to go solar. They have hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use and you won’t get sales calls until you select an installer and you share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisers to help you every step of the way. Get startedhere. –trusted affiliate link*
FTC: We use income earning auto affiliate links.More.
If you are waiting on an EV from Chrysler, you’ll have to wait a little longer. The company is adjusting plans. Chrysler’s long-awaited electric crossover is officially on hold after an email leaked notifying suppliers of the changes. Here’s what to expect now.
Why is Chrysler’s electric crossover delayed again?
Despite announcing plans to have an all-electric lineup by 2028, Chrysler has yet to release a single EV. Now, it looks like it will be here even later than expected.
After an internal Stellantis email leaked last week, first reported by MoparInsiders, Chrysler confirmed it’s pausing its electric crossover. The email sent to suppliers said the program “has been put on hold until further notice.”
Chrysler’s electric crossover was initially scheduled to debut later this year, but the launch date has been pushed back.
At the 2023 Reuters Events Automotive USA Conference, Chrysler CEO Chris Feuell said the brand’s first EV will be a two-row crossover in 2025.
The electric crossover was expected to be an evolution of the Airflow concept from 2022. However, Stellantis’ head designer, Ralph Gilles, who oversees Chrysler, Dodge, Jeep, Ram, and Maserati, said the EV was “evolving in a new direction” in November 2023.
Inspired by the Airflow, Chrysler’s electric crossover was supposed to be powered by the STLA Large platform, which also underpins the new Jeep Wagoneer S and Dodge Charger Daytona EVs.
The Airflow was based on Chrysler’s RU platform, used for the Pacifica Hybrid, but the company said the EV platform would offer more capabilities.
Chrysler revealed its new vision with the radical Haylcyon concept show last year. Earlier this year, a brand spokesperson confirmed to Car and Driver that “Chrysler brand CEO Chris Feuell has said that we are working to develop a production version of the Chrysler Halcyon concept at some point in the future.” However, no launch date was confirmed.
Electrek’s Take
Chrysler’s electric crossover being put on hold is the latest in a series of setbacks for Stellantis EV ambitions in the US.
Stellantis sales fell another 15% in the US last year, marking its fourth straight YOY sales decline in the US. Chrysler (-7%), Jeep (-9%), Ram (-19%), Dodge (-29%), and Alfa Romeo (-19%) all sold fewer vehicles last year than in 2023.
The first Jeep and Dodge EVs, which were expected to hit US dealerships by the end of 2024, are finally arriving after encountering software issues.
Is Stellantis in trouble in the US? Over the summer, former CEO Carlos Tavares told reporters that unprofitable US brands could be shut down. “If they don’t make money, we’ll shut them down,” he said.
Despite this, Feuell told CNBC a year ago, “Chrysler brand is here to stay. It is being well invested in. The brand is not on the table for elimination, and it has a very bright future.”
FTC: We use income earning auto affiliate links.More.
Toyota has been revealed as the largest auto industry funder of climate deniers in US Congress, according to a report released today by Public Citizen.
Toyota is the largest automaker in the world, having occasionally competed for that title with Volkswagen. It sells more gas-powered, polluting vehicles than any other company on Earth, and thus, it has a vested interest in continuing to sell those polluting vehicles.
But the problem is that gas-powered, polluting vehicles are not good for the health of humans or other living beings on this planet.
But that truth is inconvenient to Toyota, whose global revenue from selling polluting vehicles exceeds $300 billion/year. That means that, as one of the richest companies in the world and thus one of the most well-positioned to fund a transition to cleaner vehicles, it has a choice: it can either better itself, or it can do nothing to improve and instead pay people to lie about the problems that its vehicles are causing.
As you might expect, it has chosen the latter.
Toyota ranked as a top pollution advocate, once again
Toyota has repeatedly ranked as one of the strongest funders of pro-pollution, anti-EV, and climate denying propaganda in the world, and a new report out today reveals its growing interest in seeding anti-science attitudes in US Congress, through political donations to climate deniers.
Public Citizen’s report, “Driving Denial: How Toyota’s Unholy Alliance with Climate Deniers Threatens Climate Progress,” analyzes political donations from US auto industry PACs over the last three election cycles, and shows that not only is Toyota the largest funder of climate denial, but that Toyota’s funding of climate denial is increasing, while others are decreasing.
(Edit: Notably, the report only covered company-linked automaker PACs, specifically Toyota, Ford and GM, and donations to Congressional candiates. Tesla CEO Elon Musk did set up his own PAC, and his donations to anti-EV and climate denying candidates vastly outpaced all of the aforementioned PACs combined).
Public Citizen analyzed public records of political donations and past statements by US Congressmembers. It expanded its definition of “climate denier” from previous reports, this time including members who “used other rhetorical tactics like climate doomism (saying there is nothing that can be done), portraying climate activism as alarmism, and who downplayed the need to act to address climate change.”
It found 169 candidates – unsurprisingly, all republican – who had worked to deny scientific truths about climate change over the course of the last three election cycles. Out of those 169 candidates, Toyota donated some amount of money to 143 of them, totaling $810k.
In just the most recent cycle, it found that Toyota gave $271,000 combined to 62 candidates, nine times as much as Ford and more than twice as much as GM gave. Both Ford and GM’s climate denial donations reduced over the last three cycles, while Toyota’s dipped in 2022 and rose in 2024.
These are relatively small dollar numbers compared to Toyota’s >$300 billion in global annual revenue, and it’s money that has gotten results.
How this lobbying affects your lungs and pocketbook
In March of 2024, President Biden’s EPA finalized a new exhaust rule that will save thousands of lives and save Americans over $100 billion in fuel and health costs per year, and reduce climate pollution by 7 billion tons – but lobbying from the auto industry, including Toyota, got those rules softened before they were implemented.
The rest of the auto industry also asked for that softening of the rules, but there is now an opportunity for them to go further. Unfortunately for America, the next occupant of the White House is convicted felon Donald Trump, who finally received more votes than his opponent on his third attempt (despite committing treason in 2021, for which there is a clear legal remedy).
Toyota’s “green image” is long overdue for a change
Toyota has long rested on the laurels of its previous success with hybrid vehicles, hoping that customers would be fooled into thinking that it is an environmentally responsible company because it sold some vehicles that make slightly less pollution than others for a while.
But conventional hybrid vehicles like the Prius (non-plug-in version) are still gas-powered, and still get 100% of their energy from gasoline. The vehicle’s hybrid drive only works to recover kinetic energy that’s already in the system and redeploy it, increasing efficiency, but still relying entirely on a resource that absolutely, without question, must stay in the ground.
And while Toyota has sold a significant amount of hybrids, the brand still ranks below average in efficiency, according to the EPA automotive trends report. It ranked below all other Asian brands, and below BMW, a brand famous for its large-engine and high-performing sportscars (though ahead of the US Big Three, which sell a lot of disgustingly huge vehicles and need to do better).
This is incongruous with Toyota’s perception among the public, which still consider the company as a green leader despite its long-time advocacy, as covered above, against EVs, against clean air regulations, and in favor of climate denial.
But is all of this effort to be hostile to life on Earth helping Toyota? Probably not – and it might even know it.
Toyota’s EV intransigence is harming it – and all of Japan
While Toyota’s advocacy could be interpreted as an attempt to protect its profits, this is a short-sighted view.
All industries change, and companies that do not change along with their industry are doomed to failure.
Toyota, itself, was the harbinger of this change in the 1970s, when the auto industry went through a big shakeup due to disruption in the oil and steel industries. Consumers needed smaller and more efficient vehicles that were not being provided by US automakers, and Toyota and other Japanese automakers – which also had superior manufacturing techniques and access to better and cheaper steel – swooped in to provide them.
However, now Toyota and Japan are on the opposite side of this lesson. Worldwide, consumers are demanding electric vehicles at increasing rates, and Toyota not only refuses to provide them, but tries to channel customers to its polluting vehicles instead.
The situation got so bad that the company’s longtime CEO, Akio Toyoda, stepped down in 2023 due to his failure on EVs, but the new CEO Koji Sato didn’t change much.
So the roles are reversed now – China is the new Japan, and Japan, led by Toyota (the largest company in the country, with high political and cultural influence) is responding in just the way that will ensure the same outcome as the last time this happened.
As EV sales grow globally, any company that does not keep pace will find its position diminished. Toyota has shown no interest in keeping pace, and instead is trying to lobby to stop a transition that will happen whether it likes it or not.
And it won’t just harm Toyota, but the entire country of Japan, for which automotive products make up around a fifth of its exports. Japan is reliant on the auto industry, and its intransigence could lead to a huge drop in GDP if it doesn’t shape up.
But instead of looking at all this blatant evidence that its intransigence will harm it, Toyota is doubling down on climate denial instead of trying to catch up with an industry that has clearly left it in the dust.
While Toyota’s short-term lobbying victories may feel good in the moment, they will help neither the company, the health of the humans who work for it who have to deal with the increased pollution its leadership lobbies for, nor the health of the planet it exists on which will be harmed by the science denial it lobbies for.
If you’re an electric vehicle owner, charge your car at home with rooftop solar panels. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing on solar, check out EnergySage, a free service that makes it easy for you to go solar. They have hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisers to help you every step of the way. Get started here. – ad*
FTC: We use income earning auto affiliate links.More.