EV Daily | Tesla's Robotaxi Launch in Austin Spurs 10% Stock Surge Amid NHTSA Scrutiny

【Tesla】

Tesla launched its Robotaxi service in Austin, Texas, using supervised Full Self-Driving software amidst regulatory scrutiny. The National Highway Traffic Safety Administration (NHTSA) raised concerns due to Tesla's involvement in previous crashes, and Tesla responded by requesting confidentiality for its answers. The stock surged 10% despite concerns, reflecting investor belief in Tesla's potential to rival Waymo. Tesla has been mapping its service area, contradicting its claim of not using expensive equipment. The agency continues its investigation into Tesla’s FSD efforts. Tesla's Robotaxi service shows significant errors, such as driving in the wrong lane. The NHTSA is aware and gathering information. Tesla avoids sharing data on Autopilot and FSD programs and has not been transparent about system performance. Elon Musk's claims of transparency are contradicted by Tesla's secrecy. Despite this, Tesla continues to pursue unsupervised self-driving, though current operations still require human supervision. Tesla's models perform well in extreme heat, with minimal range loss at 90°F and temporary reductions at 100°F. Recurrent Auto's study reveals that the Tesla Model 3 and Model S have significant range under these conditions. The analysis provides insights into the adaptability and efficiency of Tesla's EVs in hot climates.

【BYD】

BYD's Atto 3 EV achieved one million cumulative sales, showcasing BYD's global expansion. Known as Yuan Up in China, this electric SUV was launched in 2022 and sold under various names internationally. The Atto 3 is priced differently in global markets, with significant sales in Europe and Thailand. It is available with two LFP battery options in China, offering varied ranges globally. BYD is testing solid-state batteries in its Seal model, aiming for market launch in 2027. Rumors about the Seal's solid-state battery setup were denied, but BYD plans to start installing the technology by 2027, with mass production anticipated by 2030. Solid-state batteries promise higher energy density and rapid charging. The Seal, starting at $25,000 in China, may not be the first model launched with this technology. BYD is competing globally, especially in Europe and the UK, surpassing Tesla in recent registrations.

【Others】

Cadillac's entry-level electric vehicle, the Optiq, is gaining traction with new features like a built-in NACS port for Tesla Superchargers access. The Optiq matches the Tesla Model Y in size and is expected to strengthen Cadillac's position by offering competitive features and charging options. Land Rover plans to launch its first EV in its Defender lineup, an entry-level SUV likely named Defender Sport. The electric version aims to capitalize on Land Rover's unique style, offering variants on the EMA platform. The Defender Sport could sit between existing Land Rover models, with potential plug-in hybrid options. Toyota plans to raise vehicle prices in the US, including Toyota and Lexus models. Despite tariffs, the price hikes reflect market trends. Toyota's adjustments are part of annual pricing strategies, influenced by quality and competitor stances. Octopus Energy's OctopusFlex plan in Lubbock, Texas, offers lower rates for using electricity during off-peak hours. It encourages sustainable practices, supporting a cleaner grid and rewarding flexibility. OctopusFlex automatically adjusts electricity use with smart devices, aiming to lower bills and balance energy demand.