Read the wild email Tesla is sending to suppliers amid Supercharger chaos
After firing its entire Supercharger team, Tesla has sent out an email to suppliers which shows just how chaotic the decisionmaking leading up to the firings must have been.
Earlier this week, Tesla abruptly fired its entire Supercharging team, leading to an immediate pullback in Supercharger installation plans. Now we’ve seen the email that Tesla has sent to suppliers, and it’s not pretty.
When the firings were announced Monday night, there was little information about how they would affect Tesla’s plans.
On Tuesday, Tesla CEO Elon Musk said that “Tesla still plans to grow the Supercharger network, just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations.” According to Tesla’s website, Superchargers currently have 99.95% uptime.
But in the interim, we’ve already heard about Supercharger projects being cancelled, including halting rollout in the entire country of Australia, including sites that had already been subject to long-term leases and given the go-ahead for construction which will now be abandoned.
And Tesla has also sent out an email to all of its suppliers, which leaked to the internet. Here it is in full, but with contact information redacted:
To all concerned:
You may be aware that there has been a recent adjustment with the Supercharger organization which is presently undergoing a sudden and thorough restructuring. If you have already received this email, please disregard it as we are attempting to connect with our suppliers and contractors. As part of this process, we are in the midst of establishing new leadership roles, prioritizing projects, and streamlining our payment procedures. Due to the transitional nature of this phase, we are asking for your patience with our response time.
I understand that this period of change may be challenging and that patience is not easy when expecting to be paid, however, I want to express my sincere appreciation for your understanding and support as we navigate through this transition. At this time, please hold on breaking ground on any newly awarded construction projects and planned pre-construction walks. If currently working on an active Supercharging construction site, please continue. Contact [email redacted] for further questions, comments, and concerns. Additionally, hold on working on any new material orders. Contact [email redacted] for further questions, comments, and concerns. If waiting on delayed payment, please contact [email redacted] for a status update. Thank you for your cooperation and patience.
The email is remarkable for several reasons, largely because it shows a lack of structure and consideration to the decision to fire the entire team.
Firstly, Tesla states that it is “attempting” to connect with suppliers and that it may have sent multiple emails to some of them. This suggests that Tesla doesn’t have an established method of contact for all of its suppliers – either it doesn’t have a master contact list, or its previous method including points of contact within Tesla is not usable because, well, those points of contact would have been fired.
Second, it says that the “adjustment” (an odd word for firing an entire department) has led to a process of establishing new leadership roles. This is typically something that a company would consider before changing leaders, and ensure that there are current employees with experience who are ready to step up to take the position of a retiring leader, perhaps with a period of mentorship prior to the outgoing leader’s retirement.
Even in a situation where a firing is sudden, it’s typically reasonable to elevate a previous second-in-command to fill the void. This is why it’s beneficial to have a deep bench – something which Tesla has touted before.
Third, Tesla goes on to mention that these suppliers are “expecting to be paid,” which suggests that Tesla is likely to welch on its payment obligations, at least in the short term. We have seen Musk refuse to pay bills before, so mention of skipping out on payment must raise alarm bells for suppliers who have been working in good faith with Tesla.
Finally, Tesla asks for suppliers to continue construction on active projects, but to hold on breaking ground or doing pre-construction site walks. This could be considered unclear, as there are many parallel steps to approval, permitting and construction of sites, so it’s hard to set a single line that is easily communicated about which sites should continue and which sites shouldn’t. Presumably, site contacts within Tesla would be able to reach out to individual sites and tell them whether to continue construction or not – if they were still working there, which it seems they are not.
To ask for patience is reasonable when an unforeseen circumstance hits a company, but this is not an unforeseen circumstance – it is entirely self-inflicted by Tesla.
Other charging providers have reacted to Tesla’s disruption of its own Supercharger plans, with at least one company, Revel, suggesting that it’s ready to swoop in on “really good sites” that Tesla left on the table, particularly in Revel’s home in New York City.
Electrek’s Take
We have heard from several sources who told us that the reason for these firings is because Rebecca Tinucci, former head of Tesla’s EV Charging division, resisted Musk’s demand to fire large portions of her team.
While this is hearsay, it’s plausible considering the language in Musk’s letter announcing the firings – which claimed that some executives are not taking headcount reduction seriously, and made a point to say that executives who retain the wrong employees may see themselves and their whole teams cut. It isn’t a stretch to think that Musk included those demands since they were related to his firing of Tinucci and her team.
The Supercharging team was one of the more successful and crucial teams within Tesla, and many observers consider the Supercharger network to be Tesla’s primary “moat” that makes it better than the competition. Tinucci was also responsible for negotiating NACS agreements across the industry, leading to a huge win when Tesla’s plug became the de facto standard after basically every automaker adopted it over the course of the last year.
Superchargers are also incredibly important, especially in North America. In Europe there are more successful non-Tesla charge providers, but in NA, Tesla is the big dog. And if infrastructure is important, then Tesla pulling back is bad not just for Tesla but for EVs as a whole.
It seems abundantly clear that, whatever explanation we accept, the firing of the Supercharger team was not well-considered (and our readers seem to agree). Even if headcount reduction is necessary, the whole team shouldn’t be laid off. Even if it was necessary as a retaliatory measure – which would not be a good rationale – it still would be wiser to retain some part of it so as to avoid the chaos suggested by the email above.
Whatever mechanism led to the firing, it does fit into a pattern of increasingly erratic behavior that Musk has been showing lately.
Many possible explanations have been advanced to explain this behavior, and most of them don’t increase my personal faith that Musk will make the right decisions with Tesla.
As I said in our original post about Tesla’s first round of layoffs, we do need Tesla to keep pushing the industry forward. While Pandora’s box is open and EVs are here to stay at this point, regardless of Tesla’s ups and comparatively-rare downs, the rest of the industry is still trying hard to pump the brakes on the transition, even if it means America will be less competitive if those companies get their way.
Tesla is one of the few entities that is large enough and committed enough to dragging those timelines forward, whether the rest of the industry likes it or not. We need a healthy Tesla, and for that, we need steadier management. This email is not an example of that – and neither are most of Musk’s managerial actions recently.
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As Texas braces for tighter power margins and record demand on the ERCOT grid, Sunrun and NRG Energy are transforming home batteries into a giant virtual power plant. The two companies are integrating more home battery storage into the grid and tapping those batteries when the state needs power the most.
The solar + storage provider and energy company announced a new multi-year partnership aimed at accelerating the adoption of distributed energy in Texas, with a focus on solar-plus-storage systems that can be aggregated and dispatched during periods of high demand. The idea is simple: use home batteries as a flexible, on‑demand power source to help meet Texas’s rapidly growing electricity needs.
Under the deal, Texas homeowners will be offered a bundled home energy setup that pairs Sunrun’s solar and battery systems with retail electricity plans from NRG’s Texas provider, Reliant. Customers will also get smart battery programming designed to optimize when their batteries charge and discharge. As new and existing Sunrun customers enroll with Reliant, their combined battery capacity will be made available to support the ERCOT grid during times of stress.
“This partnership is a major step in achieving our goal of creating a 1 GW virtual power plant by 2035,” said Brad Bentley, President of NRG Consumer. “By teaming up with Sunrun, we’re unlocking a new source of dispatchable, flexible energy while giving customers the opportunity to unlock value from their homes and contribute to a more resilient grid.”
Sunrun, which has one of the largest fleets of residential batteries in the US, will be paid for aggregating the capacity, and participating Reliant customers will be compensated by Sunrun for sharing their stored solar energy.
The arrangement gives Texas households a way to earn money from their batteries while also improving grid reliability in a state that continues to see rapid population growth, extreme weather, and rising electricity demand.
Read more: The US’s first residential V2G power plant is running on Ford F-150 Lightning trucks
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Volkswagen is gearing up to launch a new family of affordable EVs, starting with the ID.Polo. Can it fill the shoes of the popular low-cost hatch?
Volkswagen announces ID.Polo EV range and more
The ID.Polo will be the first of four new entry-level electric vehicles that Volkswagen plans to launch, starting in Spring 2026.
The electric Polo “marks the beginning of a new generation of Volkswagen,” the brand’s CEO, Thomas Schäfer, said. The Polo is one of the best-selling VW models of all time, and its electric successor promises to build upon its legacy.
It will be the first “ID” model to bear an established Volkswagen name. Although it’s about the same size as its predecessor at 4,053 mm long, 1,816 mm wide, and 1,530 mm tall, with a wheelbase of 2,600 mm, the Polo EV offers more interior space.
Thanks to its compact drive modules, the electric Polo offers an extra 19 mm of interior length, which is “particularly noticeable in the rear.”
The luggage compartment is 24% larger than the classic Polo, with 435 L, up from 351 L. Folding the rear seats opens up 1,243 L of load volume, up from 1,125 L.
According to Volkswagen, the electric ID.Polo is “more versatile than any of its predecessors,” making it the perfect EV for getting around the city or as an everyday driver.
The Volkswagen ID.Polo will initially be available with three power outputs: 85 kW (114 hp), 99 kW (133 hp), and 155 kW (208 hp), while a sporty GTI variant will follow later in 2026 with 166 kW (223 hp).
The 85 kW and 99 kW versions will be equipped with a 37 kWh lithium iron phosphate (LFP) battery, while the 155 kW and 166 kW versions will be powered by a 52 kWh nickel manganese cobalt (NMC) battery, which Volkswagen said will deliver up to 450 km (280 miles) WLTP driving range. It will also support DC charging speeds up to 130 kW.
Based on a new MEB+ platform, Volkswagen promises that the new, highly efficient electric drive will reduce costs and energy consumption.
The new PowerCo unified cell uses cell-to-pack technology, combining cells directly into the battery pack. Volkswagen said the new design reduces costs, saves space, and unlocks more range while increasing energy density by about 10%.
VW’s MEB+ platform will also introduce new advanced driver assistance systems (ADAS) features, including a drastically improved Travel Assist. The ID.Polo will also be the first VW model to offer traffic light and stop sign recognition.
Can it live up to the task?
According to Autocar, which got the chance to test a prototype, the ID.Polo “feels remarkably like the current Polo. Switch from the petrol Polo into this and, a lack of engine noise aside, you would barely notice the difference.”
The reviewer, James Attwood, said the electric Polo delivered a “genuinely impressive ride for a car of this size,” adding it “drives and feels like you’d expect a Volkswagen to.”
With an affordable price tag, “the ID.Polo should be a strong all-rounder among the pack of small EVs suddenly battling for attention,” Attwood explained.
“It has a classically Volkswagen feel, poise and maturity, and blends a pleasingly mature driving experience with decent practicality and a reassuringly solid feel,” he said, adding, “A Volkswagen that feels like a Volkswagen, then. For that alone, it should be a winner.”
Others who got an early taste of the ID.Polo reported similar thoughts, including Auto Express, which said it “shows VW at its best.”
“Solid, well connected, comfortable and even quite engaging to drive, the ability to build all of this into a well-priced package is something we all hoped for; the surprising bit is how much of VW’s innate ‘character’ has come through,” Jordan Katsianis said after testing the pre-production prototype.
The ID.Polo will launch in Europe in Spring 2026 with prices starting from 25,000 euros ($29,500). It will be the first of four new affordable Volkswagen EVs, followed by the ID.Cross SUV and the smaller ID.1 electric car.
Although Volkswagen has yet confirm it, the ID.Polo is (sadly) not expected to launch in the US. It’s an affordable electric car aimed at Europe’s growing entry-level EV segment. Given the recent policy changes under the Trump administration and America’s love for big trucks and SUVs, don’t expect to see the electric Polo successor in the US anytime soon.
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BYD offered a first look at its new flagship electric SUV and sedan, claiming the new EVs redefine high-end standards.
BYD preps to launch new flagship EV sedan and SUV
With over 480,000 new energy vehicles (NEVs) sold in November, BYD is coming off its best sales month of 2025. With new technology and vehicles launching across multiple segments, the company expects momentum to pick up in 2026.
That will include a pair of high-end flagship EVs, the Seal 08 sedan and Sealion 08 SUV. BYD confirmed the names for the first time on Monday alongside teaser images revealing the silhouette of each.
According to CarNewsChina, both models are set to debut in the first three months of 2026 and will feature BYD’s latest tech and software.
Both models are based on the Ocean S concept BYD revealed in April at the Shanghai Auto Show, featuring its latest design theme, Ocean Aesthetic 2.0.
Although China’s MIIT released a sales license for a BYD vehicle named the Seal 08 earlier this year, it launched as the Seal 06 EV this summer.
At 4,720 mm long, 1,880 mm wide, and 1,495 mm tall, the electric sedan is about the size of the Tesla Model 3. It’s offered with 46.1 kWh or 56.6 kWh battery packs, delivering a CLTC range of 470 km and 545 km, respectively.
Although BYD has yet to reveal prices or any other details, the Seal 08 is expected to deliver a longer driving range with added power.
Local news outlet 163 claims the new Sealion 08 will be 5,040 mm long, or slightly bigger than the Tesla Model Y-sized Sealion 07 SUV.
The new flagship SUV and sedan will join other BYD Ocean Series models, including the Seagull, Dolphin, Seal, and Song Plus.
Although November was BYD’s best sales month of the year, growth has slowed in 2025. BYD’s chairman and president, Wang Chuanfu, told investors (via CnEVPost) that the company’s biggest advantage lies in its advanced technologies, including next-gen batteries, smart driving features, charging, and other related EV tech.
“I say our technology isn’t sufficiently advanced now because we have major technological announcements coming, but I can’t disclose details at this time,” Wang said earlier this month.
BYD is also aggressively expanding overseas to drive growth. Last month, BYD’s exports surged 325% with a record nearly 132,000 vehicles shipped overseas.
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