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Tesla shareholders have voted for the questions they want to ask Elon Musk and Tesla’s management at the upcoming earning results this week. The questions have something in common: they are primarily about failed promises.

It should be interesting to see Elon Musk skate around all those questions.

Tesla is going to release its Q4 2024 and full-year 2024 financial results on Wednesday after market close.

After the release of the results, Tesla will hold a conference call where it will take questions from Wall Street analysts and Tesla shareholders.

The shareholders can vote on the questions to be asked on the Say Technologies platform.

Here, I’ve included a list of the most upvoted questions, and I’ve found a common thread: most of them involve failed promises.

Unsurprisingly, the first question is about “unsupervised full self-driving” (FSD). It’s on top of most Tesla shareholders’ minds as CEO Elon Musk himself claims that Tesla is worthless if it can’t deliver on self-driving – something Musk said would happen by the end of every year for the past 5 years.

Musk’s latest timeline for unsupervised FSD was communicated during Tesla’s last earnings when he claimed Tesla would launch “unsupervised FSD in California and Texas around Q2 2025”.

With the timeline approaching fast, shareholders are asking whether or not it’s still happening:

Is unsupervised FSD still planned to be released in Texas and California this year? What hurdles still exist to make this happen?

As we recently reported, the latest data about FSD shows that Tesla is at fewer than 500 miles between critical disengagement, while the head of the FSD program recently said that unsupervised should achieve a disengagement equivalent to the human collision rate: 1 every 670,000 miles.

It’s also possible that Tesla will release a smaller geo-fenced fleet of self-driving vehicles instead of its broader promised unsupervised self-driving for its customer fleet. In that case, it would require lesser performance, but it would still need a roughly 50x increase over the current performance.

The second most upvoted question is about Optimus:

When will Tesla start selling Optimus and price?

Last year, Musk said that Tesla should use its Optimus humanoid robot more inside the company in 2025 and sell it to third parties in 2026.

The next question is about Musk giving equity access in his private companies to Tesla shareholders:

Elon has said publicly that long term shareholders of Tesla will have the ability to invest in his other companies. Could you provide some clarity/color as to what that looks like? Brokerage firms use FIFO so anyone who trades won’t have the true length of time as investor.

That’s something that he has been talking about for years with SpaceX, but he never made it happen.

Tesla shareholders are also upvoting a question about making FSD transfer permanent:

Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.

This has been asked several times on Tesla earnings call and Musk has always said no. He prefers using a “transfer window” as demand triggers rather than doing the right thing and letting people transfer the software package that they paid for, but Tesla never fully delivers.

I wrote a whole article about this last weekend, explaining how Tesla is doing the wrong thing here.

The next question is about cheaper Tesla vehicles:

Is there a new affordable Tesla model coming soon?

This is something Tesla has been promising for years, but Musk has steered Tesla away from it. He canceled Tesla’s planned “$25,000 model” – saying that it was useless amid self-driving.

Over the last few years, he had Tesla focused on the Cybertruck and Robotaxi instead.

More recently, Tesla had to course correct amid declining sales and they announced two new cheaper models based on Model 3 and Model Y that are supposed to come in the first half of 2025. That appears to be what the shareholders want an update on with this question.

Next, they want to know the status of the Tesla Semi:

What is the status on mass production of the Tesla Semi? How do you project it will affect revenue at scale?

Tesla Semi is one of Tesla’s most delayed vehicle programs. It was first unveiled in 2017 and it was supposed to go into production in 2020. It then entered into a low-volume pilot production in late 2022, and it is only now expected to go into volume production next year.

The start of production at the new factory for the electric truck is expected by the end of 2025.

The next question is about HW3 computers:

Is it expected that Tesla will need to upgrade HW3 vehicles and if so, what is the timeline and expected impact to Tesla’s CapEx?

For almost a year, we have been reporting that HW3 computers have reached their limits. At the last earnings call, Musk finally admitted it might be true.

Since then, HW3 vehicles have fallen further behind HW4 vehicles, but there’s no plan for a retrofit in sight.

The last question asked whether Tesla is giving up on the solar roof:

Has Tesla given up on ramping their solar roof product?

That’s a fair question. Musk once said that Tesla would produce 1,000 new solar roofs per week by the end of 2019, but by 2022, our data pointed to about 23 solar roofs per week.

Tesla has since stopped even reporting its solar deployment.

Electrek’s Take

I predict that Tesla will double down on Optimus with this earnings call and/or announce or unveil their cheaper vehicles.

Optimus gets a lot of flak, but I think Tesla can solve humanoid robots before it can solve self-driving. There’s value in humanoid robots, not nearly as much as Elon claims, as it is often the case, but I think they will start leaning more on that to wow investors than self-driving.

The only other things that meaningfully drive earnings are cheaper vehicles. Tesla previously said that those would launch in the first half of 2025 so they are basically due to be unveiled. I would expect something to be announced on that front.

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Delhi-ghtful! India mulls 2035 ICE ban, blocks fuel sales to older vehicles

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Delhi-ghtful! India mulls 2035 ICE ban, blocks fuel sales to older vehicles

In a bold bid to combat the crippling air pollution crisis in its capital, Delhi, Indian lawmakers have begun high-level discussions about a plan to phase out gas and diesel combustion vehicles by 2035 – a move that could cause a seismic shift in the global EV space and provide a cleaner, greener future for India’s capital.

Long considered one of the world’s most polluted capital cities, Indian capital Delhi is taking drastic steps to cut back pollution with a gas and diesel engine ban coming soon – but they want results faster than that. As such, Delhi is starting with a city-wide ban on refueling vehicles more than 15 years old, and it went into effect earlier this week. (!)

“We are installing gadgets at petrol pumps which will identify vehicles older than 15 years, and no fuel will be provided to them,” said Delhi Environment Minister Manjinder Singh Sirsa … but they’re not stopping there. “Additionally, we will intensify scrutiny of heavy vehicles entering Delhi to ensure they meet prescribed environmental standards before being allowed entry.”

Making it prohibitively difficult for Dehli’s residents to own and operate older, presumably more polluting vehicles is one way to reduce harmful emissions and air pollution, but Sirsa’s team isn’t just targeting newer vehicles. They’re also planning to deploy more than 900 electric transit buses, part of a larger plan to replace 5,000 of the city’s 7,500 total bus with lower- or zero-emission options this year alone.

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The Economic Times is reporting that discussions are underway to pass laws requiring that all future bus purchases will be required to be electric or “clean fuel” (read: CNG or hydrogen) by the end of this year, with a gas/diesel ban on “three-wheelers and light goods vehicles,” (commercial tuk-tuks and delivery mopeds) potentially coming 2026 to 2027 and a similar ban privately owned and operated cars and bikes coming “between 2030 and 2035.”

Electrek’s Take

2025 Xpeng G6 all-electric SUV with 5C ultra-fast charging “AI batteries” launched in China
Xpeng EV with Turing AI and Bulletproof battery; via XPeng.

After a Chinese government study linked air pollution caused by automotive exhausts and coal-fired power plants to more than 1.1 million deaths per year in 2013, the nation’s government took serious action, shuttering older coal plants and imposing strict emissions standards. The country also incentivized EV adoption through license-plate lotteries favoring electric cars and a nationwide EV mandate set to kick in by 2030.

The results were astounding, and the technological innovations that have come from an entire nation of talented engineers all “pulling in the same direction” have put the West to shame, with Western auto executives repeatedly sounding the alarm and lobbying for tariffs and other protectionist policies on both sides of the Atlantic.

To see India make move towards a gas and diesel ban like this, and on such an aggressive timeline, can only mean that they’ve been paying attention … and America is about to fall even further behind.

SOURCE: India Times; featured image by Sumita Roy Dutta.

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Parker launches Mobile Electrification Technology Center training program

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Parker launches Mobile Electrification Technology Center training program

Last week, Parker Hannifin launched what they’re calling the industry’s first certified Mobile Electrification Technology Center to train mobile equipment technicians make the transition from conventional diesel engines to modern electric motors.

The electrification of mobile equipment is opening new doors for construction and engineering companies working in indoor, environmentally sensitive, or noise-regulated urban environments – but it also poses a new set of challenges that, while they mirror some of the challenges internal combustion faced a century ago, aren’t yet fully solved. These go beyond just getting energy to the equipment assets’ batteries, and include the integration of hydraulic implements, electronic controls, and the myriad of upfit accessories that have been developed over the last five decades to operate on 12V power.

At the same time, manufacturers and dealers have to ensure the safety of their technicians, which includes providing comprehensive training on the intricacies of high-voltage electric vehicle repair and maintenance – and that’s where Parker’s new mobile equipment training program comes in, helping to accelerate the shift to EVs.

“We are excited to partner with these outstanding distributors at a higher level. Their commitment to designing innovative mobile electrification systems aligns perfectly with our vision to empower machine manufacturers in reducing their environmental footprint while enhancing operational efficiency,” explains Mark Schoessler, VP of sales for Parker’s Motion Systems Group. “Their expertise in designing mobile electrification systems and their capability to deliver integrated solutions will help to maximize the impact of Parker’s expanding METC network.”

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The manufacturing equipment experts at Nott Company were among the first to go through the Parker Hannifin training program, certifying their technicians on Parker’s electric motors, drives, coolers, controllers and control systems.

“We are proud to be recognized for our unwavering dedication to advancing mobile electrification technologies and delivering cutting-edge solutions,” says Nott CEO, Markus Rauchhaus. “This milestone would not have been possible without our incredible partners, customers and the team at Nott Company.”

In addition to Nott, two other North American distributors (Depatie Fluid Power in Portage, Michigan, and Hydradyne in Fort Worth, Texas) have completed the Parker certification.

Electrek’s Take

electric bobcat track loader
T7X all-electric track loader at CES 2022; via Doosan Bobcat.

With the rise of electric equipment assets like Bobcat’s T7X compact track loader and E10e electric excavator that eliminate traditional hydraulics and rely on high-voltage battery systems, specialized electrical systems training is becoming increasingly important. Seasoned, steady hands with decades of diesel and hydraulic systems experience are obsolete, and they’ll need to learn new skills to stay relevant.

Certification programs like Parker’s are working to bridge that skills gap, equipping technicians with the skills to maximize performance while mitigating risks associated with high-voltage systems. Here’s hoping more of these start popping up sooner than later.

SOURCE | IMAGES: Parker Hannifin.

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ReVolt extended range electric semi trucks score their first customer

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ReVolt extended range electric semi trucks score their first customer

Based on a Peterbilt 579 commercial semi truck, the ReVolt EREV hybrid electric semi truck promises 40% better fuel economy and more than twice the torque of a conventional, diesel-powered semi. The concept has promise – and now, it has customers.

Austin, Texas-based ReVolt Motors scored its first win with specialist carrier Page Trucking, who’s rolling the dice on five of the Peterbilt 579-based hybrid big rigs — with another order for 15 more of the modified Petes waiting in the wings if the initial five work out.

The deal will see ReVolt’s “dual-power system” put to the test in real-world conditions, pairing its e-axles’ battery-electric torque with up to 1,200 miles of diesel-extended range.

ReVolt Motors team

ReVolt Motors team; via ReVolt.

The ReVolt team starts off with a Peterbilt, then removes the transmission and drive axle, replacing them with a large genhead and batteries. As the big Pete’s diesel engine runs (that’s right, kids – the engine stays in place), it creates electrical energy that’s stored in the trucks’ batteries. Those electrons then flow to the truck’s 670 hp e-axles, putting down a massive, 3500 lb-ft of Earth-moving torque to the ground at 0 rpm.

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The result is an electrically-driven semi truck that works like a big BMW i3 or other EREV, and packs enough battery capacity to operate as a ZEV (sorry, ZET) in ports and urban clean zones. And, more importantly, allows over-the-road drivers to hotel for up to 34 hours without idling the engine or requiring a grid connection.

That ability to “hotel” in the cab is incredibly important, especially as the national shortage of semi truck parking continues to worsen and the number of goods shipped across America’s roads continues to increase.

And, because the ReVolt trucks can hotel without the noise and emissions of diesel or the loss of range of pure electric, they can immediately “plug in” to existing long-haul routes without the need to wait for a commercial truck charging infrastructure to materialize.

“Drivers should not have to choose between losing their longtime routes because of changing regulatory environments or losing the truck in which they have already made significant investments,” explains Gus Gardner, ReVolt founder and CEO. “American truckers want their trucks to reflect their identity, and our retrofit technology allows them to continue driving the trucks they love while still making a living.”

If all of that sounds familiar, it’s probably because you’ve heard of Hyliion.

Hyliion electric semi truck

Hyliion Hypertruck ERX; via Hyliion.

Before it changed its focus to develop Carnot-cycle generators and gensets, Austin-based Hyliion built a number of EREV Peterbilts using the then-new 15L Cummins diesel as a generator and employing the same sort of battery and e-axle-arrangement as ReVolt.

In addition to being located in the same town and employing the same idea in the same Peterbilt 579 tractor, ReVolt even employs some of the same key players as Hyliion: both the company’s CTO, Chandra Patil, and its Director of Engineering, Blake Witchie, previously worked at Hyliion’s truck works.

Still, Hyliion made their choice when they shut down their truck business. ReVolt seems to have picked up the ball – and their first customer is eager to run with it.

“Our industry is undergoing a major transition, and fleet owners need practical solutions that make financial sense while reducing our environmental impact,” said Dan Titus, CEO of Page Trucking. “ReVolt’s hybrid drivetrain lowers our fuel costs, providing our drivers with a powerful and efficient truck, all without the need for expensive charging infrastructure or worrying about state compliance mandates. The reduced emissions also enable our customers to reduce their Scope 2 emissions.”

Page Trucking has a fleet of approximately 500 trucks in service, serving the agriculture, hazardous materials, and bulk commodities industries throughout Texas. And, if ReVolt’s EREV semis live up to their promise, expect them to operate a lot more than 20 of ’em.

SOURCES | IMAGES: ReVolt; via Power Progress, TTNews.

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