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The legend of the ‘Tesla killer’ is not a myth anymore. It came true, and it’s not an electric vehicle from a legacy automaker or a new EV startup; it’s Elon Musk, Tesla’s CEO.

In the early days of Tesla, the media loved to use the term ‘Tesla killer’ every time a legacy automaker launched a new EV.

At the time, we scolded them for using it, as they would apply it to electric vehicles that didn’t match Tesla’s performance, production volumes, or profitability.

Sure enough, none of them came even close to negatively affecting Tesla, let alone “killing” the company.

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But things are changing now. Tesla is not growing at an insane pace like it was for a decade. In fact, it’s not growing at all anymore. Tesla’s global sales declined annually for the first time in 2024, and it is starting even worse in 2025.

It is undisputable that the increased EV competition is having an impact, but there isn’t a single EV model that can be deemed a “Tesla killer”—even though we do see a couple of Chinese EVs as having quite an impact on Tesla.

Most Tesla fans, myself included, thought that while Tesla’s market shares would go down amid more EV competition, its sales would continue to grow as EV adoption takes over the industry. That’s exactly what happened for a few years, but the trend reversed in 2024, and it’s not because of EV adoption.

Global EV sales surged by 25% in 2024, while the sales of the biggest EV automaker, Tesla, declined by 1%.

There are many reasons to explain this situation, but there’s one main culprit: Elon Musk.

Musk has been completely delusional about Tesla achieving self-driving capability for years, which led him to neglect the rest of Tesla’s automotive business as he thought that by the end of every year for the last 6 years, Tesla would be able to flip a switch and make all its vehicles self-driving – automatically increasing their value and making them infinitely more competitive than other vehicles.

How did Musk neglect Tesla’s automotive business?

The clearest example is the fact that Tesla launched a single new vehicle in the last 5 years: the Cybertruck, which proved to be a total flop.

Tesla Cybertruck

The Cybertruck launched in 2023 at a much higher price and significantly shorter range than what was promised when unveiled in 2019. With a reservation backlog at over 1 million units, Musk said that he could see Tesla eventually selling 500,000 units a year and Tesla planned for an initial production capacity of 250,000 units a year.

Now, a year and a half into production, Tesla is having issues selling the Cybertruck at 10% of its planned production capacity installed at Gigafactory Texas.

Musk also canceled Tesla’s plan to build a “~$25,000 electric car”, which would have greatly fueled demand and allowed Tesla to grow its delivery volumes. The CEO didn’t believe that the vehicle program would make sense if Tesla solved autonomy. He said in October 2024:

“I think having a regular $25,000 model is pointless. It would be silly. It would be completely at odds with what we believe.”

What Musk, and by extension Tesla, believes is that the automaker is on the verge of solving self-driving, but he has thought that to be the case every year for the last 6 years.

There’s no evidence that it is now on the verge of happening, or at least, not on the hardware that Tesla has delivered so far.

It’s clear that this crucial mistake about the timeline of self-driving has led Musk to make many mistakes about how to manage Tesla in the last few years.

For example, Tesla’s decision to remove turn signals and gear shift stalks from vehicles started with Model S and Model X in 2021. The CEO saw them as superfluous in a self-driving world, which he thought was imminent. Now, Model S and Model X sales have crashed.

Tesla brought the same design to the Model 3 with the refresh last year. Seeing the mistake years later, Tesla decided to keep the turn signal stalk with the Model Y refresh this year, and the stalk is rumored to make a comeback on the Model 3.

Perhaps the biggest mistake Musk has made about self-driving is promising that “all Tesla vehicles built since 2016 have the hardware capable of self-driving” to a level that would enable a robotaxi service, which in SAE self-driving terms would mean level 4-5.

Musk himself has already admitted that Tesla has been wrong about that twice: the automaker had to upgrade Tesla owners having the “2.5 Autopilot computer” to the “3.0 self-driving computer”, which Musk recently admitted will also not be able to get Tesla to self-driving capabilities.

Tesla Full Self-driving computer

He said that Tesla would “painfully” replace the computers in all vehicles of owners who purchased the “Full Self-Driving” (FSD) software package. However, we noted that Tesla is likely in more trouble than that since it promised that “all Tesla vehicles built since 2016 have the hardware capable of self-driving” – not just those whose owners bought the FDS package. Considering this greatly affects the resale value of those vehicles, you can make the argument that there are millions of Tesla owners out there who are owed a retrofit or compensation for Tesla’s mistake.

This is a current liability at Tesla worth billions of dollars, and there are already examples of lawsuits about this issue.

These are all management mistakes that ultimately fall on Elon Musk, Tesla’s CEO.

Then, there are plenty of mistakes that Musk has made outside of Tesla that is affecting the company. The hard turn to the right, buying Twitter, boosting misinformation and Russian propaganda on the platform, financially backing Donald Trump, joining the administration and slashing critical government program indiscriminately.

Regardless of if you agree or not with Musk’s politics, these are things that you simply shouldn’t do as the face of a major consumer product company as you will undoubtedly anger a large part of your consumer base.

That’s exactly what’s happening.

There are now weekly demonstrations at Tesla stores around the world, and sales are crashing in many markets, especially in those where Musk got politically involved, like Germany, where Tesla sales are down 70% so far this year.

Musk is virtually erasing two decades of hard work to build Tesla’s brand into the world’s leading when it comes to electrification and renewable energy.

Now, for a large part of the population, Tesla is just seen as the piggybank of an out-of-touch oligarch.

Tesla is not dead yet, but if Musk continues to be the face of the company, it looks like it’s certainly going in that direction as this brand issue and declining demand is not going away.

Some of his fans cling to the idea that the automaker is about to solve self-driving, but this belief is largely based on Musk’s claims, which have been consistently wrong.

Now, it’s not to say that Tesla hasn’t made great progress on that front, but if we are to listen to the company’s own goal to be safer than humans, it means achieving “miles between critical disengagement” equivalent to human miles between collisions, which is 700,000 miles, according to NHTSA.

The latest available crowdsource data, a dataset that Musk has positively referred to twice lately, shows that Tesla is currently at about 500 miles between critical disengagement.

Electrek’s Take

While Tesla might not die under Musk, I sincerely think that, at best, it will be a fraction of what it was at its peak, which means no bigger than it is now or in 2023.

Musk’s brand is toxic and doesn’t look to be improving significantly now that he has attached himself to identity politics, culture wars, and Trump.

Looking at Tesla fans and shareholders who still support him, their main hope appears to be self-driving and robots. On the self-driving front, I think it’s delusional to believe that Tesla will solve self-driving on its current hardware.

I think it has made some great progress, which may result in Tesla achieving valuable levels of self-driving on next-generation hardware in the next few years. However, others are on the same path, and you have to balance Tesla’s effort against the giant liability it created for itself by promising it on millions of other vehicles.

As for the robots, I’m actually somewhat bullish on humanoid robots, and I do believe that Tesla has some competitive advantage on that front. However, it’s foolish to think they will simply leapfrog the competition, which is significant in the sector.

Tesla’s core business remains selling cars and batteries. There’s no doubt that the business of selling cars is not going well for Tesla right now, and under Musk, there’s no clear path to improvement. The energy business is booming, but margins are falling, and competition is increasing—especially from companies like CATL and BYD, which supply the cells that Tesla uses for its stationary batteries.

On the car side, Tesla is indeed planning to launch cheaper cars this year, but that plan was a pivot after Musk canceled the “$25,000 Tesla.” These new vehicles are expected to be built on the same platform as Model 3 and Model Y, so they will be closer to these models and cannibalize them.

I’d be surprised if they are enough to avoid Telsa from having its annual deliveries decline again this year.

I have been saying this for a while, but it’s time for Elon to go.

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E-quipment highlight: Greenworks 60V cordless electric chainsaw

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E-quipment highlight: Greenworks 60V cordless electric chainsaw

Greenworks’ latest 60V cordless chainsaw delivers performance that rivals many gas models, but without the harmful emissions or annoying pull cord. Whether dropping saplings, pruning thick limbs, or clearing up trails after a storm, this battery-powered tool is ready to work.

First released at last year’s CES show in Las Vegas, Greenworks’ 60V li-ion battery packs enough power for 100 clean cuts of the saw’s 16″ blade, and its lightweight, 12.5 lb. frame, tool-less chain tensioner, and automatic oiling system come together for convenient maintenance and easy-to-control power.

When it’s time to get to work, the chainsaw’s brushless electric motor can spin the chain at more than 10,000 rpm with (the company claims) about 20% more torque than a 42cc gas chainsaw for fast, confident cuts through hard woods while keeping noise and vibration to a minimum.

That low-noise and fume-free operation makes Greenworks’ chainsaws an upgrade for both the operator and the neighborhood.

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Greenworks’ 60- and 80-volt batteries aren’t just for chainsaws, either. Greenworks’ batteries can power more than 75 indoor and outdoor products – including hedge trimmers, leaf blowers, even riding lawn mowers, and the STEALTH fat-tire electric mini-motorcycle that made its debut earlier this year.

“Greenworks is proud to offer comprehensive battery-powered solutions for everyone, from homeowners and outdoor enthusiasts to major commercial landscaping contractors,” Klaus Hahn, Greenworks’ President, explained at its launch. “These innovations further our company’s vision of building a more powerful future with clean energy, and they illustrate our tagline ‘Life. Powered. By Greenworks.’”

Greenworks 60V chainsaw specs


  • up to 100 cuts on a single charge with the included 2.5Ah battery on 4×4 wood
  • 20% more torque and faster cutting than a 42cc gas chainsaw
  • no prime, no choke, no pull with no aggravating pull cord
  • 2.0 kW (2.7 hp) max output
  • brushless motor provides more power, longer run-times, and extended life​

The Greenworks 60V 16″ brushless cordless chainsaw, a 2.5Ah battery, and charger are available online for $299.99 – but it’s on sale for “just” $189.99 (or $192.49, with the 18″ arm) on Amazon through September 18th.

If you needed another reason to check it out, the company claims using the electric chainsaw instead of a gas unit saves as much carbon emissions as driving 11,000 miles.

SOURCE | IMAGES: Greenworks, via 9to5Toys.


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107 global partners back XCMG push to electrify the mining industry

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107 global partners back XCMG push to electrify the mining industry

Heavy mineral and metals mining is one of the dirtiest industries on the planet, but Chinese equipment giant XCMG doesn’t think it has to stay that way. To prove it, the company has unveiled a sweeping pledge to electrify and decarbonize mining — and they’re dragging over 100 global partners with them.

Along with with 107 global industry partners from 26 countries, Chinese equipment brand XCMG has issued a Joint Declaration on Global Zero-Carbon Smart Mining, aiming to electrify, automate, and otherwise decarbonize international mining. The pledge addresses 12 key areas including electrification, autonomous operation, net-zero emissions, circular economy, technology sharing, international cooperation, and smarter maintenance strategies.

“As a global leader in zero-carbon smart mining solutions, XCMG is committed to addressing industry bottlenecks through integrating new energy equipment, intelligent control systems and full-lifecycle services,” said Yang Dongsheng, chairman of XCMG Group. “We have resolved the four core challenges of energy infrastructure, new energy equipment portfolios, smart mining management systems and financial support, aiming to help our customers achieving both business growth and environmental wins.”

It’s always great to see efforts like this to decarbonize. But those efforts mean millions of new equipment assets to replace the millions of existing diesel assets deployed currently.

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As luck would have it, XCMG is perfectly positioned to offer those zero-emissions equipment assets. The company says it has, “the complete mining equipment solutions for open-pit and underground mines, as well as its smart construction ecosystem.”

XCMG will sell you the future, today


XCMG & BHP sign global framework agreement on mining equipment supply
XDR80TE-AT autonomous haul truck concept; via XCMG.

Multinational mining companies like Fortescue are saving up to $400 million per year on fuel costs alone with the few assets its electrified (or repowered) already, there are more than environmental reasons to push for a coalition like this — especially if you’re XCMG, whose BYD-developed battery swap technology puts them a step or three ahead of even the excellent equipment options from Volvo CE.

With a strong hand in the autonomous haul truck race and ultra-competitive pricing to back their electric plays, it seems like XCMG is about to get serious as it expands its reach into the Western world. It’s no wonder the legacy brands are running scared and hiding behind the bogus “messy middle” propaganda!

SOURCE | IMAGES: XCMG, via Construction Briefing.


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Europe rebuffs automakers’ pleas to let them lose the EV race to China

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Europe rebuffs automakers' pleas to let them lose the EV race to China

European automakers asked the EU Commission to review and potentially modify the bloc’s 2035 all-EV target at an auto summit on Friday, but the commission is reportedly standing firm despite the industry’s big push this week for more leniency.

In 2021, Europe announced a target to go all-electric by 2035. It was part of a greater package of climate reforms designed to target a 55% reduction in CO2 emissions by 2030 and full climate neutrality by 2050.

But a lot has changed since then. European EV sales and market share have continued to rise, but even more importantly, Chinese EV sales have accelerated rapidly… much faster than those in Europe. In 2020, Europe had 11% plug-in (BEV + PHEV) market share and China was at 5%; but in the interim, China leapfrogged Europe by hitting 47% plug-in share in 2024, while Europe only reached 24%. BEV-only numbers are lower, but BEVs still outsell PHEVs significantly.

This has been accompanied by a significant rise in Chinese EV exports as well. As China’s EV manufacturing effort ramps up rapidly due to forward-looking industrial strategy and encouragement of EV startups, the country has started to produce advanced EVs so cheaply that slow-moving Western automakers are finding it hard to compete (after putting in little effort to do so).

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And so, what are the automakers to do? They’ve already tried nothing, and they’re all out of ideas. So they’re doing what they usually do: going to the teacher to beg for an extension.

Automakers make a final push for leniency on EU emissions

Friday’s auto summit was reportedly the third and last “crisis meeting” between automakers and the EU Commission, timed at the end of the largest European auto show, IAA Munich. Automakers and some governments spent the week agitating for leniency on CO2 targets and to extend the life of the internal combustion engine.

The EU reportedly agreed to an early review of its 2035 targets, but otherwise stood firm, stating that “no matter what, the future of cars is electric.” The reforms included a mechanism by which the EU could review its progress towards its targets, with the review set to happen in 2026, but that review will reportedly now happen this year.

The argument is that automakers don’t have enough time to get up to 100% EV sales by 2035, having only advanced from 11%->24% between 2020 and 2024. But despite automakers’ protestations, China’s move from 5%->47% in the same time frame shows that a lot more is possible than European automakers are letting on.

The review comes after Europe already loosened rules for automakers earlier this year. In March, the Commission gave automakers “breathing room,” slightly extending the deadline for emissions compliance for the 2025-2027 model years (which they now seem on track to meet).

Ironically, this “breathing room” for automakers would result in less “breathing room” for actual humans with lungs, who will have to breathe more pollution as a result of the automakers’ inability to stop poisoning everyone.

Despite that Europe is reportedly standing firm on its targets, it may offer some minor flexibility in its review.

What form the reviewed targets might take is not yet clear. But some automakers and government entities like Germany’s CDU (whose leader, Friedrich Merz, said the auto industry should “not limit itself to a single solution”) are asking for “solutions” that still rely on combustion, and extend the lifespan of polluting, complex and wasteful gasoline engines.

Automakers want clean fuels which… aren’t actually clean

EU President Ursula Von der Leyen reportedly says that the EU will hold firm, but did not rule out potential exceptions for plug-in hybrid vehicles with primarily use electricity but have a combustion engine as a fallback.

However, allowing plug-in hybrids would be folly, given research released just this week from Transport & Environment showing plug-in hybrids emit five times as many emissions on average in the real-world as they do in testing regimes.

Another common request made by automakers has involved “biofuels” or “e-fuels,” clean-sounding names for something that is still inherently wasteful. The EU has already made an exception for these fuels in its 2035 rules.

While synthetic “e-fuels” created from renewable electricity are principally carbon-free and are obviously better than fossil-based fuels, internal combustion engines are still desperately inefficient, with 20-30% efficiency, as compared to ~90% efficiency for electric motors. Putting that electricity directly into a BEV is a far more efficient way to convert electricity to motion than using the electricity to create synthetic fuels, then shipping and inefficiently combusting those fuels.

For biofuels, which are also carbon neutral, the land and water required is an order of magnitude larger than what’s needed for renewable electricity sources used to fuel electric vehicles. In order to fuel all the world’s cars with biofuels, we would need about twice as much land and rainfall as is available on Earth.

And while it’s nice to think that all these combustion engines might suddenly convert to using biofuels, that seems unlikely to happen. So, continuing to build these engines means they will continue to combust things that, mathematically, must remain underground and uncombusted.

Meanwhile, climate change continues to accelerate as human emissions continue to rise. This is the largest and objectively the most important challenge that humanity has ever created for itself, and one that Europe needs to confront boldly.

Finally, one auto CEO speaks the truth

Thankfully, somebody pointed out the ridiculousness of this debate.

Audi CEO Gernot Döllner said this week that the constant bickering and begging by the auto industry is “counterproductive.”

“I don’t know of any better technology than the electric car for advancing CO2 reduction in transportation in the coming years. But even apart from climate protection, the electric car is simply the better technology,” said Döllner, who said that the constant debates over whether inferior combustion engines should be preserved are “counterproductive and unsettle customers.”

Meanwhile, Mercedes CEO Ola Källenius, who also heads the European Automobile Manufacturer’s Association (ACEA), went exactly in the wrong direction with his comments, saying that “hybrids and efficient high-tech combustion engines should remain part of the way forward, otherwise we risk acceptance and jobs.”

The actual reality of the situation is that Europe will lose jobs if it fails on the EV transition… which it already is, and will fail even harder with the complacency that Källenius and Merz have asked for. Doubling down on combustion will result in failure in the face of superior competition from overseas.

At least one CEO, Döllner, actually seems to get it. Although, he did become CEO shortly before Audi tamped down on its EV push, so maybe he needs to listen to his own words.

An unnamed European official, quoted by Euronews, also injected some reality into the situation. After Friday’s talks, the person said “even if the Commission took down these targets, global competition would set them for the industry,” recognizing that superior Chinese EVs are already out-competing European brands and that competition may result in change regardless of any futzing about the automakers beg the EU to do.

A retreat would surrender to Chinese competition

The current situation in Europe involves rising competition from the aforementioned Chinese EV exports. While Chinese share of European EV sales is still rather low at around 11%, that share has been growing rapidly. And it’s growing because, despite the tariff Europe levies on Chinese EVs, these cars still offer quite a good value proposition, and some have better software features than those available from slower-moving traditional automakers.

This is one thing that has European automakers scared about the EV transition. But instead of recognizing that they are behind and need to catch up, they are falling back to the default mode for large businesses – begging government to slow things down so that they can maintain their dominant position. But that hasn’t worked before, and it won’t work now, and thankfully Europe seems not to be taking the bait.

The only way that European automakers can confront the rising challenge from Chinese EVs, and work to solve climate change which their products are the largest single cause of, and which the transportation industry specifically is not doing enough to fix, is by committing more seriously to the EV transition, not by begging the government to let them move more slowly.

Notably, the same sort of begging is not happening in China. When new regulations threatened to destroy the market for ICE cars in China and leave millions of cars unsellable, Chinese auto dealers did ask for a reprieve… but only for six months, in order to sell off existing inventory, while also calling on all levels of industry and government to take the EV transition more seriously, rather than asking anyone to pump the brakes on it.

And none of these Chinese EVs are having any trouble with emissions limits, either. They are not poisoning the lungs (and every other organ) of Europeans – that’s being done by the combustion engine makers.

The only answer is to accelerate, not decelerate

All the above said, Europe’s target probably should be reviewed… because 2035 is not early enough. The faster we work to confront climate change, the better. No matter how expensive it seems it might be to solve the problem that we collectively have spent the last century and a half causing (and have supercharged in the last 30 years), that cost will only get higher as time goes on and as more damage is done.

Many studies have pointed out that the faster we solve this problem, the cheaper it will be to fix, so every moment lost as a result of the auto industry begging for more time only represents more cost, death, and disruption for humanity and for all species on Earth.

Lobbying to slow down the transition therefore does not just harm European industry, but also would harm all life on Earth. And, as Audi’s CEO pointed out, debate over the simple truth of electric drive’s superiority is counterproductive. The European Commission is right to hold firm on its targets, and should rebuff any further pleas to weaken them from the auto industry, the very industry that got itself, and all of us, into this problem in the first place.


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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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