PODCAST: NEW TESLA SOLAR PANEL, 300 KW SUPERCHARGER, RIVIAN DELAY, AND MORE

EV Channels Review

This podcast episode covers a range of significant news in the EV space. A key highlight is Tesla's new 420-watt solar panel, noted for its higher power output for residential use and all-black aesthetic, though efficiency is not groundbreaking. The discussion also touches on Tesla's Powerwall backlog, currently at 80,000 orders, with chip shortages identified as the primary production bottleneck. Elon Musk announced an upgrade to the Supercharger network to 300 kW, a welcome improvement though the specific vehicle compatibility remains unclear. The FSD Beta v9 release is presented as a visual and performance improvement, emphasizing its vision-only approach and new capabilities like detecting turn signals and sirens, despite ongoing concerns about its 'Full Self-Driving' moniker. Rivian's delivery delay for the R1T and R1S to September is attributed to supply chain issues, while Electrify America plans to double its charging infrastructure to 10,000 chargers by 2025. The episode also criticizes GM's handling of the Chevy Bolt EV fires, particularly the directive for owners to park outdoors and avoid overnight charging, contrasting it with Hyundai's more proactive battery replacement strategy. Porsche's Taycan sales are on pace to meet ambitious targets, and a peculiar Ford marketing campaign for a petrol-scented fragrance for EVs is also discussed.