TSLA - Tesla Motors Inc (NASDAQ)

[IFocus]

Also data bus systems usually have a redundant bus for backup should the 1st one fail switching between the two seamless

 

[Knobby22]

For the technically minded, a new wiring patent for EVs -

Very good design. Not sure what is patentable. To me it looks like a bus bar arrangement but its hard to tell from those sketches.

 

[JohnDe]

Aussie ingenuity, goes to show, think outside the box with an open mind and the world becomes your oyster.

BossCap CEO Edward Kocwa said the decision to bring the Model Y into the company’s growing fleet of EVs demonstrated “the company’s commitment to advancing sustainable transport options in Australia’s industrial and resource heavy regions”.​

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“This vehicle is not only built for performance, safety and durability, but it also represents a big leap forward in how the mining sector can transition toward cleaner and smarter fleet solutions,” he said. ​

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James Middleton, Tesla regional corporate manager, said the Model Y was “the ultimate addition to any fleet building for a sustainable future”.​

Brisbanes company BossCap to adapt Tesla’s Model Y for use in mining sector​

Tesla has turned to a Brisbane-based company to adapt its latest flagship model for use in Australia’s mining and resources sector.
BossCap, Australia’s first all-electric vehicle upfitter, will adapt Tesla’s Model Y to make the EV compliant for use in the mining industry.

At its Brendale-based factory in Brisbane, the company is leading the charge in converting electric vehicles, including the popular American Ford F-150 Lighting, from left to right-hand drive in order to meet the growing need of businesses and their environmental and climate targets.

BossCap CEO Edward Kocwa said the decision to bring the Model Y into the company’s growing fleet of EVs demonstrated “the company’s commitment to advancing sustainable transport options in Australia’s industrial and resource heavy regions”.

“This vehicle is not only built for performance, safety and durability, but it also represents a big leap forward in how the mining sector can transition toward cleaner and smarter fleet solutions,” he said.

James Middleton, Tesla regional corporate manager, said the Model Y was “the ultimate addition to any fleet building for a sustainable future”.

“It’s quiet, safe, cost-effective and loaded with technology that enhances productivity,” he said.

The company also recently announced a “landmark” partnership with Hyundai Motor Company Australia. The partnership will see BossCap adapt Hyundai’s XCIENT Fuel Cell hydrogen truck to suit Australian road conditions and regulatory standards.

Mr Kocwa said the initiative was a significant step forward in zero-emissions transport and advanced vehicle engineering in Australia, adding it was “a testament to what’s possible when global innovation meets local ingenuity”.

“We’re proud … that (a) 100 per cent Australian-owned business, is not only leading this transformative project but also supporting close to 100 skilled local jobs in Brisbane,” he said.

“Our team is passionate about building Australia’s future in clean transport.”

Hyundai’s Australia CEO Don Romano said the partnership underscored the company’s “commitment to global sustainability and local collaboration”.

“Australia is an important market for Hyundai, especially in the advancement of hydrogen mobility,” he said.

“We are proud to work … on this historic milestone. (The company’s) expertise, innovation and local footprint made them the ideal partner to bring this hydrogen truck to Australian roads for the first time.”

BossCap has struck deals with airports and mining companies across the country. It has also partnered with the UN via a local dealer in Samoa, with the vehicles able to act as back-up generators for homes connected to the island’s irregular power grid.

 

[JohnDe]

Tesla opens first Supercharger site in India. The launch coincides with the opening of Tesla’s first Indian showroom and the official entry of the Model Y into the market in July.

Tesla has inaugurated its first Supercharger location in Mumbai alongside the brand’s debut showroom. Featuring V4 hardware, the new site offers peak DC charging of up to 250 kW and supports the Model Y, now available with RWD and Long Range variants.​

Specifically, the Superchargers are located in Mumbai’s Bandra Kurla Complex. The launch coincides with the opening of Tesla’s first Indian showroom and the official entry of the Model Y into the market in July. The charging hub consists of four V4 Supercharging stalls and four AC Destination Chargers, with the DC units capable of delivering up to 250 kW. Pricing for the Supercharger is set at ₹24 per kWh, while the AC units are offered at ₹11 per kWh. That is about 0.24 and 0.11 euros, respectively. As in other markets, Tesla owners can view real-time availability, charging progress, and battery status via the Tesla app.

The V4 Superchargers in Mumbai mark the debut of Tesla’s latest-generation hardware in India. According to Tesla, the chargers can add up to 267 km of range to the Model Y in just 15 minutes. Based on current rates and vehicle consumption, a full charge is estimated to cost around ₹1,500 (about 1480 euros).

As mentioned above, Tesla introduced its electric SUV in India in mid-July. Indian customers have a choice of two variants for the new Model Y: Standard Range RWD and Long Range RWD. The base variant accelerates from 0 to 100 kph in 5.9 seconds, achieves a top speed of 201 kph, and delivers a WLTP range of 500 km. The top variant cuts the 0-100 kph sprint time to 5.6 seconds, maintains the 201 kph top speed, and travels a much longer distance of 622 km on a full charge, also as per WLTP.

While this is Tesla’s first public charging deployment in India, the manufacturer is expected to expand its charging infrastructure in key urban centres as it kicks off deliveries of the Model Y Standard Range RWD in September, followed by the Model Y Long Range RWD in the fourth quarter.

 

[moXJO]

Haven't heard much about optimus. That will probably be soon in the news cycle.
If they can get production right then its a game changer. Realistically the Chinese can easily dominate production but not quality/functionality.

Something to keep an eye on.

 

[moXJO]

Teslas self drive kicking off in Australia. Pretty cool.

 

[sptrawler]

The Australian delivered Tesla's are manufactured in China, no issues with tariffs for our imported models. If anything, we may start to see some price drops as Chinese parts manufacturers stock levels increase and the difficulty of selling to the US.

There is already mention of cheap Chinese batteries flooding our market, threatening our own industry - Trump’s tariffs stoke Chinese battery dumping fears, intensifying cyber attack risk

China is set to “dump” more of its home batteries on Australians in the wake of Donald Trump’s crippling tariffs, as Anthony Albanese pledges to contribute $4000 to each household looking to store their own solar power.​

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That’s the assessment of Brian Craighead, chief executive of Energy Renaissance, which has developed what it calls Australia’s only “cyber-secure” battery with the CSIRO.​

Australia's battery company Energy Renaissance goes into administration - Energy Storage

The New South Wales-based lithium ion battery company Energy Renaissance has gone into administration, just months after celebrating a decade in business.

www.ess-news.com

 

[moXJO]

Australia's battery company Energy Renaissance goes into administration - Energy Storage

The New South Wales-based lithium ion battery company Energy Renaissance has gone into administration, just months after celebrating a decade in business.

www.ess-news.com

Im finding the Chinese batteries pretty dodgy.

 

[farmerge]

Im finding the Chinese batteries pretty dodgy.

I have been of the opinion for quite some time that anything Chinese can be dodgy.
Hence if I can I steer well away from anything red.

 

[moXJO]

I have been of the opinion for quite some time that anything Chinese can be dodgy.
Hence if I can I steer well away from anything red.

The quality has gone up in some areas. I've used some tools that were decent quality and 1/5th the price.

 

[JohnDe]

With the Robotaxi app launching in the Apple App Store last night and with the discovery of these new phrases, we expect an Android version to be released soon.

Accessibility Rides​

In this app update, Tesla states, “We are working on accessibility rides. For now, you can access WAV rides at:“ and then mentions two companies, including Lone Star Medical Transportation and CapMetro Access.
They link off to their websites, where users can book a traditional accessible ride that accommodates wheelchairs.
However, perhaps the most interesting, is that Tesla is using the image above of the Robovan when talking about accessible rides.

Tesla Robotaxi App Update 25.9.0 Release Notes

Tesla Robotaxi app update 25.9.0 includes Android Support, Accessibility Rides, Live Activities, Ride Cancellation, Differences Between App Store and Test App.

www.notateslaapp.com

00:00 Intro
00:23 Tesla Board Elon Pay Proposal
04:51 Smart Charge America
05:40 Robotaxi Update
06:05 FSD to Roll Stop Signs?
06:44 Model Y Performance Available in Australia & NZ
06:52 Neuralink Completes First Implants Outside U.S.
07:53 1 Million Powerwalls
08:20 New Supercharger Program
09:00 Cybertruck Roundup
09:17 NLR Review: IsinWheel E-Bike
10:11 NWA: Nashua, NH to Ayer, MA
11:00 SpaceX News
11:21 Sun Spots
12:47 Patreon Shout-Outs
13:00 Elon's Xs of the Week
15:02 EV Tip + New Superchargers

 

[JohnDe]

Two months of steady progress, is today’s 6% a breakout or is another big sell coming?

On Monday, Tesla unveiled its Megablock product, the latest addition to its industrial energy storage line. The Megablock includes the next-generation Megapack, and Tesla claims it is 23% faster to install with around 40% lower construction costs.​

Tesla Stock Breaks Out Past Buy Point. It's Not About EVs.​

Tesla (TSLA) jumped in Thursday's stock market action, flashing a buy signal and marking a traditional breakout.

TSLA shares advanced 6% to 368.81 in Thursday's stock market, moving above a traditional consolidation buy point of 367.71, according to MarketSurge charts. Investors could have been buying after Tesla stock cleared resistance at the 357-358 level.

The EV giant has flashed aggressive entries multiple times in the current base, only to quickly fall back in what had been a sideways market. However, since the end of July Tesla stock has advanced about 20%. Shares have gained around 10.5% in September.

Tesla stock gained 5% to 350.84 last week. The relative strength line for Tesla stock is below consolidation and 52-week highs, but has been trending higher for the past two months.

On Monday, Tesla unveiled its Megablock product, the latest addition to its industrial energy storage line. The Megablock includes the next-generation Megapack, and Tesla claims it is 23% faster to install with around 40% lower construction costs.

CEO Elon Musk claimed on X that the company is also starting to produce its own transformers. Musk also continues to tout the potential market for Tesla's Optimus humanoid robot.

Tesla reports third-quarter global vehicle deliveries in early October and Q3 earnings on Oct. 21. Analyst consensus has global Tesla Q3 vehicle deliveries coming in around 432,000, according to FactSet. That would be about 13% above the second-quarter total but still down more than 6% vs. Q3 2024. Few analysts have updated Q3 delivery targets since late July, however.

Tesla deliveries should be strong in Q3 as the U.S. tax credit expires on Sept. 30. After that, deliveries are likely to fall significantly in the U.S

 

[JohnDe]

Tesla's stock is on the rise.

Shares of the electric vehicle maker, up about 19% this month through Friday's close, are on a roll. Though it's been bumpy, Tesla (TSLA) stock has climbed off year-to-date lows around $222, seen in March, and is approaching break-even. (The stock, which finished last year near $404, ended the week just below $396, down roughly 2% year-to-date.)

The recovery is notable for a stock that, as of the end of the first half of the year, was the laggard of the Magnificent 7. It was (and still is) one of only two companies in the big-tech grouping in the red, Apple (AAPL) being the other, tailing all three major U.S. indexes. (The Roundhill ETF that tracks the Magnificent 7 group, known as "MAGS," is up alomst 16% this year.)

The stock has likely been boosted by factors that have lifted stocks broadly. Investors widely expect the Federal Reserve to cut rates next week, a move generally seen as beneficial to big tech companies. Strong second-quarter earnings growth has offered a measure of optimism to investors attempting to gauge the strength of the economy. (Though there's plenty of concern on that score, too.)

But Tesla-specific factors also seem to be lifting the shares. Despite wariness about the health of the company's EV business, some investors appear willing to pay up for the possibility of a big opportunity in robotics, as well as for signs of progress in autonomous driving at both Tesla and more widely. A costly public feud between CEO Elon Musk and President Donald Trump, while not extending valuable EV credits, has apparently cooled.

And Tesla's board has offered CEO Elon Musk a pay package that could remove a "Will he stick around?" overhang from the company's outlook—albeit at a high price. (Further enthusiasm for the stock may be attributed to what some see as potential for a "short squeeze" in which investors who traded against the shares have to buy it as it rises to cover short bets.)

Wall Street analysts don't appear ready to climb aboard en masse. Visible Alpha tracks about as many combined bearish and neutral ratings as bull calls, while its mean price target around $327 is substantially below current levels. Investors are, nevertheless, driving ahead.