LNG: TESLARATI

There was a time, not too long ago, when Tesla skeptics questioned the company’s focus in designing and producing its own batteries with a dedicated partner like Panasonic and a facility like Gigafactory 1 in Nevada. Batteries, after all, are available off-the-shelf from companies like LG Chem, and it seemed pretty futile for Tesla to insist that it needs its own battery supply for its future business. 

Fast forward to 2020, and Tesla’s extreme focus on battery development is paying off in spades. Over the years, Tesla has acquired multiple companies that have, in some way, enabled the company to accelerate or improve its products’ batteries. Included among these are Grohmann Automation, whose machines are the bread and butter in Gigafactory 1, Maxwell Technologies, and more recently, HIBAR systems. 

At this point, Tesla’s batteries have pretty much become the gold standard for EVs, and the company appears to be well on its way towards releasing vehicles that have a range of 400 miles or more. The Plaid Model S and X will likely be the first of these, as well as the next-gen Roadster, which will have 620 miles of range. Even the reasonably-priced Cybertruck tops out at over 500 miles of range per charge. Massive battery developments are needed to achieve these, and Tesla seems to have done it, or at least is well on its way. 

This does not appear to be true for other OEMs attempting to enter the electric vehicle market. As veteran companies unveiled their EVs, and as none have really managed to hold a candle to Tesla’s flagship Model S in terms of range, it is becoming evident that the electric car maker’s investments in batteries may have actually been the right strategy all along. Daimler, for one, seems to be feeling this inconvenient truth, with works council chief Michael Brecht explaining during a recent interview with Manager Magazin that Tesla’s battery-related acquisitions are actually having an effect on Germany’s EV efforts. 

Daimler launched its first EV, the Mercedes-Benz EQC, in 2018, and it has not really lived up to the hype. Despite being dubbed at some point as a potential “Tesla Killer” due to its pedigree and excellent German build quality, the all-electric SUV has faced battery shortages and low sales. Registrations in Germany for the vehicle only show about 55 units sold to date despite all the ad campaigns dedicated to the SUV. Battery supply shortages have also forced Daimler to cut the annual production target of the EQC by 50% from 60,000 to just 30,000.

Quite interestingly, Brecht partly blames Tesla for some of the challenges facing the EQC today. Explaining his points to the publication, he argued that one of the reasons Daimler is struggling with battery demand is because Tesla bought Grohmann Engineering, which has valuable technology that could be used for battery-related developments and activities. Brecht also mentioned that Grohmann was actually hired by Mercedes-Benz to build up its own battery manufacturing capacity. 

Brecht’s statements are notable since it is quite rare to see a veteran car manufacturer actually point the finger at Tesla to explain the dire condition of its own EV program. One can only hope that perhaps, the EQC would be a lesson that Daimler could learn from. After all, Daimler, among German automakers, would likely have no issues tapping into Tesla’s established technologies, batteries and powertrains alike, as the two companies have already worked together in the past. Elon Musk has stated that eventually, Tesla may be open to selling its batteries and powertrains with other OEMs. If this were to happen, it would be wise for Daimler to wait right in front of the line to avoid another EQC-sized flop.

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Tesla officially pushed its 2020.4 update to its fleet in China. Aside from new games and video streaming services that made the car more fun, the electric vehicle manufacturer also added a QR code feature that makes car maintenance easier.

Tesla owners in China can now schedule a service appointment at a Tesla Service Center that’s most convenient for them to go to by scanning a QR code using their WeChat app. Users can do this by clicking “Control>Maintenance>Reserve Service via WeChat.”

China-based Twitter user and Tencent Auto editor @cyfoxcat posted the first images of the update.

Tesla China 2020.4 Software Update (Source: Yan Chang | Twitter)

Tesla China 2020.4 Software Update (Source: Yan Chang | Twitter)

Tesla China 2020.4 Software Update (Source: Yan Chang | Twitter)

Tesla China 2020.4 Software Update (Source: Yan Chang | Twitter)

Adding the QR codes of Tesla Service Centers in the latest Tesla OTA software update and integrating WeChat into the user experience shows how Tesla knows its market. It does not only make life easier for Tesla owners who need their vehicles serviced but also makes use of an app that locals are very familiar with.

WeChat is a popular multi-purpose software in China with a billion monthly active users. It is primarily used for messaging, mobile payment, and social media. The app is under the umbrella of the internet giant Tencent Holdings, which bought a 5% stake in Tesla back in 2017. Tencent is a solid ally of Elon Musk’s car brand in China and we can only expect user-friendly features that will make the most out of both companies’ technologies.

Chinese consumers will surely appreciate the regular OTA updates that practically make Tesla cars ageless. Such updates give Tesla a big advantage over legacy automotive manufacturers who are still playing catchup with the Palo Alto, California-based company.

With Tesla China’s 2020.4 software update came games and other useful apps it announced last December.

Tesla Arcade in China now has Happy Mahjong, Fight Landlords, and Happy Upgrade games. Tesla owners can actually play these popular games with family and friends who are online, giving Tesla Arcade an online multiplayer experience that’s not available for its Western counterparts. These game titles are also under the umbrella of Tencent and are played on instant messaging app QQ with more than 807 million users.

The latest OTA update in China also includes a local weather app, air quality alert app, and video streaming apps such as Youku and Bilibili Video. Tesla also replaced Tencent Map with Baidu Map.

The apps tapped by Tesla such as Wechat and QQ are popular platforms used by consumers and this gives the brand an edge as it tries to make Tesla an essential part of the locals’ everyday life. Such good use of car connectivity and car as a device can help lure a bigger chunk of the market away from established brands such as BMW, Volkswagen, GM, and local electric vehicle manufacturers.

H/T to Tesla Raj

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The Phantom Express is no more.

Boeing decided to halt the development of the experimental spaceplane it was building as part of the Defense Advanced Research Projects Agency (DARPA) XS-1 program.

It’s unclear exactly why Boeing is dropping out of the program. However, the company issued a statement saying it would be redirecting its investment from the program to other areas.

“We will now redirect our investment from XSP to other Boeing programs that span the sea, air and space domains,” Boeing said. “We’re proud to have been part of a DARPA-led industry team that collaborated to advance launch-on-demand technology. We will make it a priority to harvest the significant learnings from this effort and apply them as Boeing continues to seek ways to provide future responsive, reusable access to space.”

The company was selected in May 2017 by DARPA, beating out Masten Space Systems and Northrop Grumman for an award totaling $146 million award to design and build an aircraft-like launch system, to launch both military and commercial payloads.

All three companies received phase 1 funding, but only Boeing was selected for phase 2 and 3 of the program. (Phase 2 would have covered the development of the vehicle and the phase 3 contract would have called for up to 15 flights of the vehicle.)

The program was designed to increase the nation’s access to space. DARPA envisioned a reusable spaceplane that would loft hefty payloads rapidly, and at a lower cost — less than $5 million a flight.

“In its pursuit of aircraft-like operability, reliability, and cost-efficiency, DARPA and Boeing are planning to conduct a flight test demonstration of Experimental Spaceplane technology, flying 10 times in 10 days, with an additional final flight carrying the upper-stage payload delivery system,” DARPA said in the program’s mission description.

The major goal of the project is to reuse the spacecraft frequently, with a proposed launch rate of 10 one-day missions in just 10 days. Test flights were scheduled to begin in 2020; however, with Boeing dropping out, the program is now defunct.

The XS-1 would measure 98 feet (30 meters) in length, with a 62-foot-long (19-meter) wingspan. It would fly suborbital trajectories at speeds faster than Mach 10 (10 times the speed of sound), and be capable of depositing small satellites — weighing between 3,000 and 5,000 lbs. (1,360 to 2,267 kilograms) — into orbit.

“The XS-1 would be neither a traditional airplane nor a conventional launch vehicle but rather a combination of the two, with the goal of lowering launch costs by a factor of ten and replacing today’s frustratingly long wait time with launch on demand,” Jess Sponable, DARPA program manager said in a news statement.

Boeing’s Phantom Works division — which built the U.S. Air Force’s two robotic X-37B space planes — was to design, build and test the vehicle.

Dubbed the Phantom Express by Boeing, the suborbital launcher would takeoff vertically, propelled by one Aerojet Rocketdyne AR-22 engine, which was a variant of the space shuttle’s main engine. It would have an expendable upper stage that would separate from the plane before ultimately depositing the payload into orbit.

After upper stage separation, the Phantom Express would glide back to Earth, landing on a runway just like the shuttle did and like the X-37B does now.

“Demonstration of aircraft-like, on-demand, and routine access to space is important for meeting critical Defense Department needs and could help open the door to a range of next-generation commercial opportunities,” Brad Tousley, director of DARPA’s Tactical Technology Office (TTO), which oversees XS-1, said in a news release shortly after Boeing’s selection.

With a burgeoning commercial market opening up in low-Earth orbit, it’s entirely possible that the military’s high-tech agency may still pursue the program in some other fashion, but for now, we bid adieu to the XS-1.

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SpaceX has won its first Falcon 9 launch contract of 2020, adding to an already substantial backlog of missions scheduled to launch over the next several years.

Commercial Egyptian satellite communications provider Nilesat reportedly awarded SpaceX the contract on January 21st and announced the news the following day. Nilesat previously revealed plans to purchase an upgraded communications satellite from European company Thales Alenia Space in December 2019 – a contract likely worth around $50-100 million.

Nilesat 301 will replace Nilesat 201 and is expected to weigh around 4.1 metric tons (9050 lb) when it launches in 2022, meaning that SpaceX should easily be able to perform the mission with a Falcon 9 rocket and still be able to recover the booster by drone ship.

Back in February 2018, SpaceX Vice President of Build and Flight Reliability Hans Koenigsmann revealed that the company’s backlog of launches was valued at more than $12 billion. Generously assuming an average cost of $80M per backlogged mission, that would translate to more than 150 separate launches — strongly implying either that she was including the company’s own Starlink missions or that SpaceX has silently won several major constellation-class launch contracts in recent years.

Based on public info, SpaceX has roughly 55 customer launches on its manifest. The company also intends to launch as many as 24 dedicated Starlink missions this year and will need at least another 40-50 on top of that to complete the first phase of the broadband internet satellite constellation (~4400 spacecraft). Meanwhile, SpaceX has won at least nine separate launch contracts – two Falcon Heavy missions and seven Falcon 9s – in the last 18 months, but has launched 22 customer payloads in the same period.

In fewer words, SpaceX is effectively launching its existing commercial missions much faster than it’s receiving new contracts. In 2019, for example, the company launched only 11 commercial missions – 13 total including two internal 60-satellite Starlink launches. SpaceX launched 21 times in 2018, a record the company initially hoped to equal or even beat last year, but – for the first time ever – the launch company was consistently ready before its customers were.

Thankfully, while at least slightly concerning from a more traditional launch provider perspective, the fact that SpaceX is lately launching more commercial missions than it wins contracts for is being dealt with in a way no company has before. By designing and manufacturing its own Starlink satellite constellation, ultimately meant to include tens of thousands of spacecraft in orbit, SpaceX will very soon become its own biggest launch customer.

By continuing to launch a dozen or so commercial missions annually and picking up the slack with anywhere from one to several dozen additional Starlink launches, SpaceX may find a way to more or less subsidize its own launch needs and ensure that it almost always has substantial revenue coming in. That set-up almost certainly can’t last forever, but if SpaceX can launch a few thousand Starlink satellites in the next few years, there is a good chance that the company’s income as an Internet Service Provider (ISP) services can make the constellation self-sustaining – perhaps even profitable.

At the same time, SpaceX is also equally – if not more so – focused on lowering the operational cost of its Falcon 9 and Falcon Heavy launch vehicles by heavily leaning on reusability. Once fairing recovery and reuse is more routine, SpaceX could feasibly perform orbital-class launches with a material cost of $25 million or less, giving the company the option of both cutting costs and raising its profit margins. By lowering Falcon 9 launch contract costs, it’s possible that SpaceX will actually be able to significantly expand the market for orbital launch services.

All things considered, SpaceX’s launch business is entering new and exciting territory and it’s hard to say or know what exactly is going to happen in the next several years. For now, January 22nd’s seemingly routine Nilesat 301 launch contract award is hopefully just the tip of the 2020 iceberg.

Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.

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Elon Musk has dropped hints that Navigate on Autopilot may soon be able to automatically route Tesla owners to any location of their choice, through learned behavior.

In a tweet response to a Tesla owner who requested the feature, the Tesla CEO agrees that Navigate on Autopilot should be able to adapt to the driver’s preference and anticipate where they want to go during certain times of the day.

Navigate on Autopilot currently allows users to set two auto-route destinations: Work and Home. Drivers initially enter their work and home addresses and the system automatically guides them to these destinations depending on the time of the day.

However, some Tesla owners have found that they would like to have more control over which destinations they are automatically routed to. Tesla owner @Everman suggests a new feature that will allow drivers to set other Navigate on Autopilot destinations, such as schools, for instance.

Yeah, system should adapt to most likely destination & anticipate school, then work, if that’s owner preference

— Elon Musk (@elonmusk) January 23, 2020

It’s not clear when the feature will be rolled out. However, since part of Musk’s Master Plan, Part Deux is to achieve true self-driving approved by regulators, Tesla owners should be able to add more auto-route destinations to Navigate on Autopilot in the future.

This isn’t the first time Tesla has responded to feature suggestions from customers. In October last year, Musk agreed to a feature that allows users to choose their own route. Navigate on Autopilot chooses the fastest, most energy-efficient route. But some Tesla owners are enjoying their time on the road so much that they would like to be able to take longer routes.

Tesla also introduced Joe Mode with the release of V10 in September last year. Joe Mode allows parents to turn the volume down on beeping alerts so they won’t disturb their kids sleeping in the car.

Navigate on Autopilot is part of Tesla’s Full Self-Driving Suite and continues to improve in its ability to perform lane changes, handle interchanges, and make exits, by way of Tesla’s evolving Neural Network.

To date, Navigate on Autopilot has proven itself adept at navigating rush hour on a busy highway with no driver intervention and maneuvering road construction zones with no lane lines. The driver assistance feature won Germany’s coveted Connected Car Innovation Award in 2019, besting other entries including BMW’s backup assistant and Mercedes-Benz’s AR-Navigation.

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recent video from a Tesla enthusiast shows that the electric car maker’s driver-assist software is fully capable of handling lengthy trips on the highway, navigating through various on and off ramps and performing smooth lane changes.

As a part of his “Tesla Challenge” series on YouTube, Tesla owner and enthusiast Dirty Tesla took his Model 3 on a 45-mile journey from Ann Arbor, Michigan to Troy, Michigan. He decided it was a perfect opportunity to test Tesla’s Navigate on Autopilot system as the journey was taken during a relatively busy time on the highway. His Model 3 was operating on Software 2019.40.50.7 with Hardware 2.5.

Dirty Tesla noted that the intention of the video was to intervene as little as possible with the car to see how it would handle the trip in somewhat stressful conditions. He stated that in past challenges, he has been a tad disappointed with his Model 3’s performance when navigating on the highway with Autopilot and Full Self-Driving. However, this test gave a completely different result.

When traveling on Interstate-75 in Michigan, Dirty Tesla notes that exit 186B has given his vehicle some issues in the past. Even though the vehicle and GPS recognized that the exit needed to be taken to get to the destination in the quickest way possible, the Tesla would sometimes speed by the exit and reroute.

However, the vehicle easily recognized the exit in this instance and took it with relative ease. “Perfect, it took it. That is so nice. That’s an exit that [the car] used to just fly right past it. It had it on the screen, it said it was going to exit, and it just didn’t. But now, that is working,” he said.

Shortly after taking the correct exit in a manner that was impressive to Dirty Tesla, the car then displayed its recently added Adjacent Lane Speed Adjustment feature. When approaching a traffic light that had recently turned green, a line of cars in the lane next to the one Dirty Tesla was driving in was not yet moving. The Model 3’s Autopilot cameras and sensors recognized this and eventually slowed the vehicle down so it would be traveling at a safer speed that was similar to the cars around it.

After exiting the freeway, the Tesla was then automatically navigating through a series of city roads and intersections flawlessly. This was impressive as some lines on the road were faded or not visible at all. This did not seem to be a challenge for the Tesla and it was able to travel through the streets of Troy without any intervention from the driver.

The performance of Dirty Tesla’s Model 3 is another example of how far Tesla’s Autopilot and Full Self-Driving systems have come. As the company has released frequent updates to the software that has made it safer, the Tesla enthusiast noted that the vehicle seems to perform with more confidence than it ever has before. Ultimately, the YouTube host gave Autopilot’s performance an A rating and stated the drive was super impressive and a lot of fun.

You can watch Dirty Tesla’s 45-mile journey in his Model 3 below.

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The Mercedes-Benz EQC, once deemed a “Tesla Killer” by the electric car maker’s critics, recently had its production targets reduced by 50% from 60,000 to 30,000 after parent company Daimler revealed that there is a shortage in LG Chem battery cells.

Daimler’s forecast for the EQC has not matched the actual sales figures for the vehicle. The goal was to sell 25,000 EQC cars last year but Daimler only managed to build around 7,000. In Daimler and Mercedes-Benz’s home country of Germany, vehicle registrations suggest that the car only sold 55 total units as of January 3, 2020.

Works Council Chief for Daimler Michael Brecht places some of the blame on Tesla. He states the company’s purchase of battery automation specialist Grohmann Engineering in 2016 has hindered Mercedes-Benz ability to produce a sufficient number of batteries, according to Reuters.

Brecht went on to state that Tesla’s acquisition of Grohmann caused problems in the ramping up process of producing batteries at its battery production plant known as Deutsche Accumotive.

Mercedes-Benz had hired Grohmann to build batteries for the company’s planned electric fleet. After Grohmann’s founder, Klaus Grohmann and Tesla CEO Elon Musk had a disagreement on how much involvement the battery automation company would have with Mercedes Benz, Musk formally removed Grohmann from his position. The company is now known as Tesla Grohmann Automation.

The news of the EQC’s reduced target production output seems to be a crossroads for Daimler as the European Union will begin issuing fines to auto manufacturers who do not reach the CO2 requirement of 95g per kilometer by the end of this year. This is dependent on the size of each individual manufacturer’s production rate and vehicle fleet.

Daimler will need to reduce its emissions by 27.3 grams by 2021 to avoid the $1.1 billion fine, according to a forecasting group called PA Consulting.

The terms of the emissions requirement allowed for the pooling of multiple companies so larger manufacturers would have an easier time meeting the CO2 requirement. Fiat-Chrysler Automobiles struck a deal with Tesla to pool emissions figures that will require an estimated $2 billion payment to the electric car manufacturer. This amount will effectively pay for the initial construction of Tesla’s German Gigafactory 4 in Berlin.

The EQC has been anything but smooth sailing for Mercedes since its release. The vehicle has been the subject of numerous production issues and has even received a delay in its North American launch.

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The Interior Ministry of Brandenburg reported that roughly 187 pounds of ammunition have been recovered on almost 60 hectares of land in the Grunheide forest where Tesla will build the Gigafactory 4, the company’s first car factory in Europe and the second outside the United States.

Authorities estimate that there are 220 bomb craters on the build site where they might recover about 25 unexploded bombs from the World War II era, according to a report by WBOC.

While the construction of access roads to the Gigafactory 4 site continues, the area has been declared as restricted to local explorers. The Grunheide forest is now off-limits to non-personnel as a safety measure while work is going on and while the clearing team scans for unexploded WWII explosives.

The clearing operation started earlier this month when the team and authorities learned that there could be vintage bombs where Gigafactory 4 will rise.

“It turned out (…) that contrary to original expectations, World War II ammunition is suspected on the site – specifically American aviation bombs,” said Environment  Minister Axel Vogel.

Tesla’s top priority is to first clear a 90-hectare parcel of the property that will be used for the initial stage of the build. The team wants to clear the area of vintage bombs, cut off trees, and move animals from the forest by Feb.27 because March is when the mating season of birds in the forest begins and when cutting of trees is prohibited.

Tesla plans to begin construction of the GF4 by mid-March and aim to start vehicle production by July 2021. The factory will create about 8,000 jobs for locals and nearby countries and will produce 150,000 vehicles during its initial phase.

Earlier this week, a Tesla spokesperson confirmed that the board of directors of the Palo Alto, California-based electric car manufacturer approved the purchase agreement for the 300-hectare property in Grunheide. The initial price for the expansive man-made forest was set at 40.91 million euros or roughly $45 million but the state government is still waiting for a report from an independent firm that will re-assess the value of the land. Tesla and the Brandenburg government have agreed to revise the price of the Gigafactory 4 lot if the second appraisal finds the first one too low. The initial deal puts the pricing of the industrial land at just 13.5 euros per square meter, or just about a third of nearby properties.

Aside from vintage bombs, Tesla is also dealing with local protesters who are concerned about the water consumption of the Tesla car factory and its effect on their water supply. The electric car manufacturer has set up an information center to deal with these concerns. There are also local Tesla supporters who try to convince the community about the benefits the Gigafactory 4 will bring to Grunheide and their families.

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It’s pretty difficult to believe it at this point, but there are still groups of Tesla critics who insist that Gigafactory 3 is not really fully operational. A central part of this thesis is the allegation that Gigafactory 3 does not have a stamping press, which means that Tesla’s China team is only assembling cars in the Shanghai-based factory using pre-stamped panels from Fremont. 

A recently released video from Tesla China has just decimated these allegations in a subtle but definitive manner. The clip was short, less than 30 seconds long, but it showed a busy stamping press operating in Gigafactory 3. The video was released in China, and shared on Twitter by Tesla enthusiast @JayinShanghai. 

What is rather surprising is that this is not really the first time that Tesla released an image of Gigafactory 3’s stamping press. Among the press images released by the company last year featured a stamping facility producing a few Model 3 panels. This image was questioned by Tesla skeptics, several of whom claimed that the picture was from the Fremont factory, despite the areas surrounding the press being bare concrete, a notable sign that it’s situated in the China facility since the interior of GF3’s Phase 1 area was still under construction at the time. 

Tesla’s Gigafactory 3 and the company’s potential in China are starting to become painful truths for critics. Even a number of TSLA bulls from Wall Street, after all, have exhibited a tempered stance for Tesla’s growth in China. Yet, the open support from the Chinese government, coupled with the MIC Model 3’s reasonable starting price, may very well end up pushing more and more local customers to purchase the company’s all-electric vehicles. China is the world’s largest auto market, after all, so the room for Tesla to grow its reach is vast. 

The full operation of Gigafactory 3’s stamping and paint lines for the MIC Model 3 are imperative for the electric car maker, especially amidst the impending arrival of the Model Y crossover. CEO Elon Musk recently launched the Model Y program in China, which could signify that the release of the crossover in the country may not be too far off from its US release. If this is indeed the case, Gigafactory 3’s stamping press would have to work perfectly to ensure that the company meets the demand for the Model 3 and Model Y in the country. 

Tesla has started delivering the MIC Model 3 to local customers this month, exactly one year after Gigafactory 3’s groundbreaking ceremony. A teaser of how much China could help Tesla’s finances could be released this coming January 29 as well, when the electric car maker holds its Q4 2019 earnings call.

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