PODCAST: TESLA MODEL S/X PRODUCTION SHUTDOWN, BATTERY COST FALL, TOYOTA IS OVER, AND MORE

EV Channels Review

This podcast episode delves into several key developments in the EV space. A significant portion discusses the extended production shutdown of Tesla's Model S and Model X, fueling speculation about an upcoming refresh, potentially incorporating the new 4680 battery cells and a new platform, especially with the Plaid variant on the horizon. The discussion also touches on Tesla's new CCS charging adapter, highlighting its potential for broader network access in North America, though its launch remains uncertain. The episode covers the milestone of battery costs falling below $100 per kWh, albeit initially for electric buses in China, and forecasts this benchmark for passenger EVs by 2023. Additionally, it critiques Toyota's perceived slow adoption of EVs, contrasting it with the rapid industry shift and the success of companies like Tesla. Finally, the hosts briefly preview the Ford Mustang Mach-E, noting its SUV-like driving position, head-turning design, and a user interface inspired by Tesla, while also mentioning its smooth one-pedal driving.