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Tesla top 5 week in review: Model X wins AAA award, Model 3 Supercharger apocalypse, Gigafactory, and more
This week on Teslarati, several stories in the news caught our readers’ attention. It was exciting when Tesla CEO Elon Musk announced that they intended to add a semi truck to their product line, but no one thought that Wall Street would respond so immediately by downgrading major truck manufacturers’ stock. The Tesla Model X was named the overall best choice in the 2017 AAA Green Car Guide, with the Tesla Model S winning best large car award. The new Tesla San Antonio Service Center now has solar roof panels, images of which were captured by a drone. There was a bit of concern from current Tesla owners this week over discussions of Tesla Supercharger availability when the Model 3 arrives. And a cleaning solvent spill luckily caused minimal injuries at the Tesla Gigafactory in Nevada. Here are those stories and more from this week on Teslarati.
News of Tesla Semi leads analyst to downgrade major truck stocks
Quickly after Elon Musk tweeted that Tesla would add an electric semi truck to its catalog, a key Wall Street analyst downgraded the value of engine and truck manufacturers, Cummins and Paccar. The analyst, Alex Potter from the firm Piper Jaffray, drew his conclusions from current overvaluation but also “because we think TSLA’s impending arrival could pressure valuations.” The risk of disruption from Tesla’s electric vehicles, with their ability to supplant existing products, could defy the preeminence of diesel engines, especially if Tesla’s electric drivetrains are proven viable in the first commercial vehicle segments.
Tesla Model X ranked #1 in 2017 AAA Green Car Guide, Model S takes #5 spot
The Automobile Association of America’s (AAA) 2017 Green Car Guide was released this week. Sixty-five cars were tested across green categories of full-battery electrics, hybrids, alternative fuel-powered cars, and even some fuel efficient internal combustion cars. Using a wide range of quantitative data collection measures to evaluate the cars, including ride quality, safety, and performance, AAA determined that Tesla’s Model X SUV was the overall best choice. Tesla’s Model S and Model X cars earned acclaim for 3/7 top spots. The Model X, with the 75-kilowatt hour battery pack, won the SUV category. The Tesla Model S, with the 60 kWh pack, won best large car.
Drone shot of the new Tesla San Antonio Service Center reveal solar roof panels
New drone shots revealed solar panels placed on the roof of the new service center in San Antonio, Texas. What better way is there for Tesla to promote confidence in solar than to demonstrate how it’s able to use sustainable energy to service environmentally friendly electric vehicles?
What will happen to Tesla Supercharger availability when Model 3 arrives?
Tesla forums this week were abuzz with concern that, once the Model 3 begins delivery, there will be an exponentially greater number of owners using the Tesla Supercharger network. Will there be an issue waiting for a Supercharger? Four years ago, Tesla introduced the Supercharger Network, which has been the fastest charging solution to date for long distance travel. Tesla designed its network so that all customers could, ideally, have access to a seamless and convenient charging experience as part of long distance travel. The imminent arrival of the Tesla Model 3 by the end of 2018 will more than double annual production volumes and produce 500,000 Model 3 cars annually. Digging into the data behind the issue can reveal some startling findings behind upcoming Supercharger access with the addition of the Model 3 volume.
Authorities respond to Tesla Gigafactory chemical spill, no serious injuries reported
Tesla’s Gigafactory battery plant in Nevada was the site of an investigation following a chemical spill on Monday. The incident occurred when an unidentified agent in a 55-gallon barrel of what the company called “standard construction cleaning solvent” overturned in an isolated area near a vehicle. According to Storey County emergency operations director Joe Curtis, one person was hospitalized. Nine others reported symptoms such as upset stomachs. The chemical spill did force the evacuation of a portion of the Gigafactory. County officials state that no threat to public health emerged as the result of the spill at the industrial park along Interstate 80 east of Reno. The Gigafactory has increased production of batteries of late as it anticipates the release of its new Model 3.
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Armored Tesla Cybertruck “War Machine” debuts at Defense Expo 2025
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Tesla Megapacks chosen for 548 MWh energy storage project in Japan
Tesla plans to supply over 100 Megapack units to support a large stationary storage project in Japan, making it one of the country’s largest energy storage facilities.
Tesla’s Megapack grid-scale batteries have been selected to back an energy storage project in Japan, coming as the latest of the company’s continued deployment of the hardware.
As detailed in a report from Nikkei this week, Tesla plans to supply 142 Megapack units to support a 548 MWh storage project in Japan, set to become one of the country’s largest energy storage facilities. The project is being overseen by financial firm Orix, and it will be located at a facility Maibara in central Japan’s Shiga prefecture, and it aims to come online in early 2027.
The deal is just the latest of several Megapack deployments over the past few years, as the company continues to ramp production of the units. Tesla currently produces the Megapack at a facility in Lathrop, California, though the company also recently completed construction on its second so-called “Megafactory” in Shanghai China and is expected to begin production in the coming weeks.
READ MORE ON TESLA MEGAPACKS: Tesla Megapacks help power battery supplier Panasonic’s Kyoto test site
Tesla’s production of the Megapack has been ramping up at the Lathrop facility since initially opening in 2022, and both this site and the Shanghai Megafactory are aiming to eventually reach a volume production of 10,000 Megapack units per year. The company surpassed its 10,000th Megapack unit produced at Lathrop in November.
During Tesla’s Q4 earnings call last week, CEO Elon Musk also said that the company is looking to construct a third Megafactory, though he did not disclose where.
Last year, Tesla Energy also had record deployments of its Megapack and Powerwall home batteries with a total of 31.4 GWh of energy products deployed for a 114-percent increase from 2023.
Other recently deployed or announced Megapack projects include a massive 600 MW/1,600 MWh facility in Melbourne, a 75 MW/300 MWh energy storage site in Belgium, and a 228 MW/912 MWh storage project in Chile, along with many others still.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla highlights the Megapack site replacing Hawaii’s last coal plant
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Elon Musk responds to Ontario canceling $100M Starlink deal amid tariff drama
Ontario Premier Doug Ford said, opens new tab on February 3 that he was “ripping up” his province’s CA$100 million agreement with Starlink in response to the U.S. imposing tariffs on Canadian goods.
Elon Musk company SpaceX is set to lose a $100 million deal with the Canadian province of Ontario following a response to the Trump administration’s decision to apply 25 percent tariffs to the country.
Starlink, a satellite-based internet service launched by the Musk entity SpaceX, will lose a $100 million deal it had with Ontario, Premier Doug Ford announced today.
Starting today and until U.S. tariffs are removed, Ontario is banning American companies from provincial contracts.
Every year, the Ontario government and its agencies spend $30 billion on procurement, alongside our $200 billion plan to build Ontario. U.S.-based businesses will…
— Doug Ford (@fordnation) February 3, 2025
Ford said on X today that Ontario is banning American companies from provincial contracts:
“We’ll be ripping up the province’s contract with Starlink. Ontario won’t do business with people hellbent on destroying our economy. Canada didn’t start this fight with the U.S., but you better believe we’re ready to win it.”
It is a blow to the citizens of the province more than anything, as the Starlink internet constellation has provided people in rural areas across the globe stable and reliable access for several years.
Musk responded in simple terms, stating, “Oh well.”
Oh well https://t.co/1jpMu55T6s
— Elon Musk (@elonmusk) February 3, 2025
It seems Musk is less than enthused about the fact that Starlink is being eliminated from the province, but it does not seem like all that big of a blow either.
As previously mentioned, this impacts citizens more than Starlink itself, which has established itself as a main player in reliable internet access. Starlink has signed several contracts with various airlines and maritime companies.
It is also expanding to new territories across the globe on an almost daily basis.
With Mexico already working to avoid the tariff situation with the United States, it will be interesting to see if Canada does the same.
The two have shared a pleasant relationship, but President Trump is putting his foot down in terms of what comes across the border, which could impact Americans in the short term.
Armored Tesla Cybertruck “War Machine” debuts at Defense Expo 2025
Tesla Megapacks chosen for 548 MWh energy storage project in Japan
