Tesla Model S Vs Sunswift eVe.. 500 km range on 1/5 the battery capacity

Recently EV News had the opportunity to test drive two electric vehicles with 500 km range within a fortnight of each other. One, a world record breaking electric car, the University of New South Wales Sunswift eVe solar race car and the other a Tesla Model S P85+.

I wrote last year how in many ways the two share a common heritage with technology in the Tesla having a direct evolutionary path from the inaugural World Solar Challenge in 1987. While I was massively impressed by my short drive in the top-of-the-line Model S, it's interesting to analyse the strengths and weaknesses of two EVs that both achieve the holy grail of plug-in vehicles, 500 km range on a single charge.

Following Sunswift eVe's World Record run in July, Wired magazine hailed the student-run university project as being Tesla's new competitor, ahead of the likes of BMW or General Motors. Hyperbole? Perhaps as eVe is not a road registered vehicle let alone production ready. But that doesn't detract from the fact that during the world record run, Sunswift eVe achieved 500 km range at highway speeds of 107 km/h (66 mph), without solar array assistance, using a battery pack made of the exact same Panasonic cells used by Tesla but with 1/5 th the capacity of the Model S.

When you take into consideration that much of the Model S design, from the large wheelbase to the all Aluminium body construction, is dictated by the 500 km range goal and the size and weight of the battery pack required to achieve that, any vehicle that achieves energy efficiency sufficient to reduce the 18650 battery cell count from 7,104 to 1,200 must offer some advantages.

Number one on the list is direct drive in-wheel motors. Sunswift eVe is RWD and powered by 2x 1.8 Kw (10 Kw Peak) Australian developed direct drive CSIRO wheel motors, that give eVe a top speed of 140 km/h. These axial flux BLDC wheel motors are 98.3% energy efficient and because they are inside the wheel with the rotor turning at the same RPM as the tire, there is no mechanical transmission gearing losses which typically range from 20-30%.

Sure, rated power of only 1.8 kw is barely enough to run a 4 slice toaster but the driving experience proved that 20 kw peak (27 horsepower) provides enough performance to accelerate and maintain highway speeds with minimal fuss. Each wheel motor weighs in at only 15 kg with the 99.2% efficient motor inverters adding less than 1 kg each to over-all powertrain weight.

Next up is aero efficiency. Because the car was deigned for a 3,000 km race with a high average speed on extremely limited solar power, aerodynamic efficiency is king. Sunswift eVe has a 1800 x 4500 mm footprint (larger than a Tesla Roadster). Although the car has twice the frontal area of its blade-like solar car predecessor, Sunswift has achieved a similar drag coefficient. It’s managed this partly through a unique high-set “tunnel” underside design, giving the car the look of a catamaran.

Where the Tesla Model S has the lowest drag coefficient of any production vehicle of 0.24, Sunswift eVe, designed exclusively using Computational fluid dynamics (CFD), achieves a Cd of 0.16. During my test drive of eVe, even though the vehicle had both doors removed for easy access, the lack of aero drag was noticeable while coasting. One team member told me it takes eVe several kilometers to coast to a stop from 100 km/h.

While Tesla claimed that every panel on the Roadster was carbon fibre, UNSW has taken that a step further and fabricated the entire chassis from the material. Manufactured through a sponsorship deal with New Zealand firm Core Builders Composites, the company that build much of the America's Cup fleet, the vehicle has a kurb weigh of just 320 kg. A Tesla Model S weighs 2100 kg.

The main benefit of light weight is reduced rolling resistance. Approximately 5–15% of the fuel consumed by a typical car may be used to overcome rolling resistance. Michelin special order low rolling resistance tyres are used which are run at 80 psi. While not exactly the same kind of road car tires as the 285/30 R21 used on the rear of a P85+, they are possibly not too far removed from the bicycle like 155/70 R19 tires fitted to the BMW i3.

The combination of electrical energy efficiency, low aero drag and rolling resistance means a 16 kWh battery made from 1200x Panasonic NCR18650 cylindrical Lithium Ion cells with a weight of only 63 Kg is enough to give eVe a single charge highway speed cruising range of over 500 km. That's the same battery capacity as a Mitsubishi iMiEV which has a maximum range of 155 km.

Although carbon fiber is roughly 20 times more expensive than steel, BMW have invested €400 million to launch the first carbon fibre reinforced plastic (CFRP) production car, the all electric i3. BMW’s goal is to get the expense of a carbon-fiber frame down to the level of aluminium by 2020. While only the passenger cabin of the i3 is made from carbon fiber with the drive train, battery and suspension attached to an aluminium chassis, it seems only a mater of time before 100% CF chassis like eVe become economically viable for mass produced road cars.

The next challenge for the Sunswift team is to make the eVe the first road-legal solar-powered car in Australia. They expect it to meet Australian road registration requirements within as little as one year.

Tesla to Roll Out “Destination Charging” Program At Hotels, Restaurants And Resorts

Tesla has begun installing high-power wall chargers at restaurants, hotels, beach parking and other locations that can send 80 amps of electricity into the Model S and add 58 miles of range in an hour. While that’s not nearly as fast as a Supercharger, which can recharge the 85 kWh pack in around 30 minutes, it’s twice as fast as the standard 240-volt chargers that can be more commonly be found around in parking lots and garages.

Tesla has been rolling these out quickly across the US as a convenience to customers. The company says 106 of them have been installed since the program began this spring, with more coming online daily. Like the Superchargers, they are free to use for Tesla owners.

Unlike Superchargers, which function more like a petrol station, these wall chargers are designed for destinations. Teslas can also use standard charging stations with the use of an adapter that comes with the car but due to the out-sized capacity of the battery in a Model S (up to 85 kWh), a full charge from a standard 240v 10 amp outlet might take as long as 30 hours. To make utilizing the full range of a Model S practical, for example for weekend trips, higher powered 'destination' charging is required to provide up to 500 km worth of charge in approx 4-5 hours.

A ‘quick’ test drive in a Tesla Model S P85+

Earlier this week EV News had the pleasure of test driving a Tesla Model S P85+ around the streets of Sydney. It was only a very brief experience compared to the week long test drives we've had with most other EVs, but it was long enough to confirm Tesla Motors electric vehicles are in another league.

The first thing you notice about the Model S is that it's a big car. All dimensions including wheelbase and track are larger than a Holden Commodore VF. The upshot of this being the Model S has more interior storage space (1,796 L) than the Mitsubishi Outlander PHEV SUV we tested a few weeks ago. The overall size of the wheelbase seems governed by the size of the flat-pack battery enclosure which makes up 700 kg of the vehicles 2,100 kg kerb weight.

For such a heavy car the weight wasn't noticeable while driving, although the test route didn't allow for any high speed loaded cornering. In acceleration the P85 Model S is stunning! Unlike all other EVs I've driven which have synchronous BLDC permanent magnet motors, the asynchronous AC induction motor in the Model S really has a kick in the back off the line. So much so it might be a good idea for Tesla reps to wear a neck brace on test drives.

The BMW i3 I drove in Munich earlier this year was the fastest EV I had previously driven but full acceleration in the i3 didn't really come on strong until over approx 25 km/h. With 310 kw and 600 Nm peak torque from zero RPM from the 3 phase AC induction motor, the P85 Model S launches from a standing start to 100 km/h in just 4 seconds. That's faster than your average Porsche.

As with all EVs, mid-speed acceleration was impressive but with the Tesla, mind blowingly so! The main reason I've been so keen to sample a Model S was because my daily driver has 255 Kw / 500 Nm with a 1600 kg chassis, so on paper the two are broadly comparable. My 5.7 Lt 4 door sedan does 0-100 km/h in around 5 sec which is faster than both a standard Model S 85 (5.6s) the 60 version (6.2s). I've clocked up over 300,000 km in my current car so am fairly familiar with impressive acceleration, yet the Model S P85 absolutely kills it!

I've been trying to get my head around how the Tesla Model S P85's mid-speed acceleration felt twice as fast as my car. The Tesla's 600 Nm multiplied by the 9.73:1 reduction gear ratio gives 5,898 Nm at the rear wheels. Divide that by the 2,100 kg kerb weigh and the Model S has 2.8 Nm /kg. Running the same numbers for my Corvette engined family sedan gives 4,476 Nm (in first gear only) divided by 1,600 kg kerb weigh surprisingly gives the same 2.8 Nm/kg figure.

So why does the P85 feel twice as fast at mid speed? The 3 phase AC copper rotor induction motor's torque curve gives a flat 600 Nm between 0 and 5,000 rpm. Like with all EVs this broad torque curve allows the Tesla to have a single speed transmission. This means it's effectively in first gear all the time. So while my ICE powered car, even in 1st gear, doesn't reach peak torque until 4,400 rpm (although it has approx 80% of that from 1,500 rpm), cruising in top gear reduces maximum rear wheel torque to 'only' 1,500 Nm at mid-speeds. By comparison, the Tesla has approx 6,000 Nm available from standstill up to approx 70 km/h.

The bottom line is, at mid-speeds, the Tesla has up to 4x as much peak torque available at the flick of the throttle pedal compared to my ICE car and I can confirm, you can certainly feel the difference. The rep spotted the "Tesla grin" immediately. It's no surprise that Mercedes, Audi and BMW are already working on their own versions of the Model S. I don't think it's much of an exaggeration to say this car is revolutionary!

The Model S P85+ as driven was priced around $190k. A basic P85 option package with the full 310 kw / 600 Nm and 21" wheels is $130,600. Unfortunately luxury tax and other government charges add another $25k bringing the total cost to $155k in Australia.

(dyno torque curve from a Tesla Roadster - the Model S P85 has 2x more torque @ the wheels)

Tesla Model S Drive Unit now has Infinite Mile Warranty

Following recent negative reports about Tesla Model S drive unit reliability, Tesla has increased the Model S drive unit warranty to match that of the battery pack. That means the 85 kWh Model S, the most popular model by far, now has an 8 year, infinite mile warranty on both the battery pack and drive unit. There is also no limit on the number of owners during the warranty period. Moreover, the warranty extension will apply retroactively to all Model S vehicles ever produced.

The drive unit is now covered under the same provisions as the existing battery warranty, so owners with an 85 kWh battery will benefit from eight years of coverage with no mileage restrictions, while 60 kWh owners have up to 125,000 miles.

The drive unit issue, described as a grinding or “milling” noise that increases over time, was picked up by Motor Trend Magazine who reported that they had to have a drive unit replaced in their Model S. The issue really hit the headlines when Edmunds reported they are on their 4th drive train.

Tesla had transmission issues with the Roadster. The two-speed transmission designed for the Roadster by a previous supplier proved not to be durable so in 2008 Tesla Motors selected BorgWarner for the production of a single-speed gearbox.

The source of the current 9.73:1 Model S gearbox is not known. Anecdotal evidence suggests the Borg Warner eGearDrives supplied for the the Ford eTransit Connect has quite a high failure rate but as the Model S transmission casting is integrated with the AC Induction motor enclosure and without knowing which component has suffered premature wear, it's too early to attribute blame for the design fault.

When you take into consideration how common transmission failures are within the automotive industry and how high performance the Tesla Model S is, it's not so surprising to find the powertrain needs some mechanical debugging. For example, Subaru have been making the Impresa WRX since 1992 and after two decades in production they're still prone to transmission failure. The only sure way to avoid mechanical transmission issues is to not have one by using direct drive wheel motors.

The standard warranty for Tesla Model S is 4 year, 50,000 mile (80,000 km). In April last year Tesla announced an unlimited "no-fault" battery warranty. Elon Musk says that in hindsight, the infinite warranty should have been policy for the powertrain from the beginning of the Model S program. If they truly believe that electric motors are fundamentally more reliable than gasoline engines, with far fewer moving parts and no oily residue or combustion byproducts to gum up the works, then the warranty policy should reflect that.

Silicon Carbide Power Electronics Can Slash $6,000 From Cost of Tesla Model S

Wide bandgap (WBG) materials such as silicon carbide (SiC) and gallium nitride (GaN) are best positioned to address emerging power electronics performance needs in electric vehicles (EVs), with SiC displacing silicon as early as 2020, according to Lux Research.

As silicon struggles to meet higher performance standards, WBG materials are benefiting critically from evolving battery economics. On Tesla Model S, for example, a 20% power savings can result in gains of over $6,000 in battery cost, or 8% of the vehicle's cost.

"Efficient power electronics is key to a smaller battery size, which in turn has a positive cascading impact on wiring, thermal management, packaging, and weight of electric vehicles," said Pallavi Madakasira, Lux Research Analyst and the lead author of the report titled, "Silicon vs. WBG: Demystifying Prospects of GaN and SiC in the Electrified Vehicle Market."

"In addition to power electronic modules, opportunities from a growing number of consumer applications -- such as infotainment and screens -- will double the number of power electronic components built into a vehicle," she added.

Lux Research analysts evaluated system-level benefits WBG materials are bringing to the automotive industry, and predicted a timeline for commercial roll-outs of WBG-based power electronics. Among their findings:

  • Power saving threshold lower for EVs. At 2% power savings, if battery costs fall below $250/kWh, SiC diodes will be the only economic solution in EVs requiring a large battery, such as the Tesla Model S. However, for plug-in electric vehicles (PHEVs), the threshold power savings needs to be a higher 5%.

  • SiC ahead in road to commercialization. SiC diodes lead GaN in technology readiness and will attain commercialization sooner, based on the current Technology Readiness Level (TRL). Based on the TRL road map, SiC diodes will be adopted in vehicles by 2020.

  • Government funding is driving WBG adoption. The U.S., Japan and the United Kingdom, among others, are funding research and development in power electronics. The U.S. Department of Energy's Advanced Power Electronics and Electric Motors is spending $69 million this year and defining performance and cost targets; the Japanese government funds a joint industry and university R&D program that includes Toyota, Honda and Nissan.
  • New Tesla Roadster coming in 2017

    According to a recent report, Tesla could launch up to four new models by 2018.

    While we already know about the Model X and the Model 3, Autobild is reporting the company is considering a compact city car.

    Little is known about the vehicle - which has been dubbed the Model C - but it would be smaller and more affordable than the Model 3 which is expected to cost approximately $35,000.

    The magazine goes says a new roadster - dubbed Model R - could arrive in 2017. This seems to contradict statements from Tesla CEO Elon Musk who has previously said an all-new Roadster is at least five years off. However, the wait could be worth it as Tesla's vice president of sales, George Blankenship, has previously suggested it could accelerate from 0-60 mph in less than four seconds and have a range in excess of 200 miles (322 km).

    Tesla Gigafactory deal confirmed – Panasonic to invest up to $1Billion

    Panasonic has reached a basic agreement with Tesla Motors to participate in the Gigafactory, the huge battery plant that the American electric vehicle manufacturer plans to build in the U.S.

    Tesla aims to begin the first phase of construction this fiscal year. The plant would start making lithium-ion cells for Tesla cars in 2017. The automaker is shouldering the cost for the land and buildings.

    Panasonic likely will invest 20 billion to 30 billion yen ($194-291 million) initially, taking responsibility for equipping the factory with the machinery to make the battery cells. An official announcement on the partnership will come by the end of this month.

    Capacity at the Gigafactory will be added in stages to match demand, with the goal of producing enough battery cells in 2020 to equip 500,000 electric vehicles a year.

    The total investment is expected to reach up to $5 billion, and Panasonic's share could reach $1 billion.

    The Japanese company owns a stake in Tesla and currently makes the batteries for Tesla cars. In a contract reworked in October 2013, the two agreed that Panasonic would supply Tesla with 2 billion battery cells between 2014 and 2017.

    Panasonic to invest $200-300 million in Tesla battery plant

    Panasonic Corp plans to initially invest about 20 billion to 30 billion yen ($200-300 million) in Tesla Motors Inc's planned lithium-ion battery plant in the United States, a person familiar with the matter said on Tuesday.

    The Japanese company, which already supplies batteries for the electric vehicle maker, will ultimately invest about $1 billion in the planned $5 billion battery "Gigafactory", the person said.

    The figures for Panasonic's investments were first reported by the Nikkei business daily earlier on Tuesday.

    A Panasonic spokesman declined to confirm the investment figures, saying that while the company has signed a letter of intent to participate in the Tesla battery project and was in talks on the matter, no concrete decisions had been made.

    A basic agreement on cooperation on the project between the two companies is due to be announced by the end of this week, with both due to report quarterly earnings results on Thursday, although no investment figures will be disclosed, the person said.

    A Tesla spokesman, asked about the Nikkei report, declined to comment on "speculation regarding Panasonic".

    Tesla is looking at three sites in the United States to build the Gigafactory plants which by 2020 would be able to make more lithium-ion batteries in a year than were produced worldwide in 2013.

    Panasonic said in May it wanted to be the sole battery cell maker at the battery facility.

    Panasonic to build gigafactory, produce batteries for Tesla Motors

    Japanese electronics giant Panasonic is teaming with Tesla Motors to build batteries for the American electric car manufacturer.

    Panasonic is expected to sign a contract this month to help Tesla construct a plant and produce batteries for its vehicles.

    Initial operations at the plant are scheduled to commence in 2017 and become fully operational by 2020. The facility will produce batteries for 500,000 vehicles annually.

    The American company had been seeking partners for the venture and plans to invest up to $5 billion in the joint project. Panasonic is to be the core participant, likely investing more than 200 million dollars.

    Tesla will invest $2 billion in the factory, while the construction will require $4–$5 billion. The rest of the fund will be provided by Tesla’s partners. Tesla is considering other potential investors, such as suppliers of raw materials for the investment.

    Panasonic and Tesla signed a deal in Oct 2013, under which Panasonic will increase the supply of battery cells to 2 billion in the 4-year timeframe till 2017. Panasonic has supplied 200 million cells to Tesla in the last 2 years.

    In addition, Panasonic doubled its investment for auto batteries to $275 million this year. Panasonic will utilize this additional investment to boost the domestic production of the small lithium-ion batteries for Tesla.

    The collaboration ultimately boosted the earnings of Panasonic's lithium-ion battery section into the black for fiscal 2013.

    Tesla Motors anticipates selling 35,000 Model S vehicles this year, a 55 percent increase from 2013. The company is also planning to release the Model X, an SUV type electric vehicle, in 2015. The new factory is expected to ultimately boost the number of batteries sold to Tesla Motors.

    Panasonic is seeking to increase sales in its EV battery cell sector to 4.5 billion dollars in fiscal 2018. That goal would be a 3.5-fold increase from fiscal 2012.

    The company is expanding its battery operations in the hopes of establishing it as a core business. Panasonic's household electronics business previously held that position, but sales have stagnated in recent years.

    Tesla’s $35,000 car will be called the Model 3

    In an interview with AutoExpress, CEO Elon Musk revealed that the $35,000 vehicle will be called the Model 3 (with three bars to represent it), after Ford put the kibosh on calling it the Model E.

    “We were going to call it model E for a while and then Ford sued us saying it wanted to use the Model E".

    Musk has repeatedly targeted 2017 as the release window for a smaller vehicle. He's said it will be the third generation after the original Roadster and Model S, and in the interview claims it will have a range of over 200 miles per charge, probably using batteries built in Tesla's planned Gigafactory.

    Musk also told the magazine about a range boost upgrade coming for the original Roadster that will give it a modern battery capable of up to 400 miles on a charge, "which will allow you to drive from LA to San Francisco non-stop."

    Tesla Model S P85 Dyno Run gets 436 HP @ the wheels [VIDEO]

    Tesla owner Emmanuel Chang had his 2013 Black Tesla Model S P85 dyno tested on a mobile CCMR Dynojet recently at some generic car show.

    The Model S P85 is officially rated 416 HP at the motor shaft. This particular combination of dyno and P85 recorded 436 HP at the wheels. (there is usually a significant drivetrain loss between motor and wheels)

    A few details regarding this test:

  • 1) The tech couldn't attach a sensor to the motor's crank so "engine rpm" has to be recalculated as he took the wheel RPM (so multiply the RPM by 1000, then by 9.71 *approx*)

  • 2) The dyno maxed out at 2000 lbs·ft but math from the specs indicates 4301 lbs·ft at the wheels.

  • 3) Horsepower and torque number are inaccurate as the car smoked the tires on the dyno's drum so the wheels were not spinning 1:1 for the computer to measure accurately, basically it has slightly more power than what the computer thinks it has.

    Source: TMC

  • TESLA P85 Vs Electric MIATA – 1/4 mile Drag Race [VIDEO]

    A Tesla Model S P85 takes on an Mazda Miata with an Electric Motor Conversion in a 1/4 mile drag race.

    The tube frame and tubbed 2002 Mazda Miata runs 2x 2000 amp Zilla 2K-EHV controllers feeding dual brushed DC NetGain 9-inch motors, a Lenco 2 speed and double GV overdrive.

    The boot mounted battery pack contains 450x LiPo 100C RC car batteries wired 90S5P that are good for 775 peak battery HP @ 375v. For the record run the controllers were set to 170 volt & 1100 amps per motor.

    The Miata runs an incredible 9.27 @ 142 mph to the Tesla's very respectable 12.72 @ 102 mph.

    Telsa Model E To Rival BMW 3 Series On Price

    New Model E from Tesla will look to take on the BMW 3-series and Audi A4.

    The Tesla Model E is expected to go on sale in 2016. The car’s manufacturer said that the price of batteries will play a role in the car’s cost. It claims that the contruction of a Gigafactory will help ease the price of batteries, reports AutoCar.

    Tesla also said that the car will be 20% smaller than the Model S. However, it won’t be completely made out of aluminum like the Models S. The Model E is expected to be priced to compete against other electric car rivals, such as the Audi A4 and the BMW 3-series, AutoCar notes.

    Tesla is currently building 600 examples of the Model S each week at its factory in Freemont and expects Model X sales to add significantly to that total. The factory has a theoretical capacity of 500,000 vehicles per year.

    Driving Tesla Model S P85 on German autobahn [VIDEO]

    Norwegian Tesla owner Bjørn Nyland has uploaded a video demonstrating his Model S at Autobahn speeds.

    A Tesla Model S P85 driven at it's maximum speed of 210 km/h (130 mph) has an estimated range of 154 kms (96 Miles)

    Having recently returned from Munich I can vouch for the fact that driving at 160 km/h (100 mph) in the fast lane is considered slow, they really do drive at 200 km/h routinely on unlimited sections, yet the road toll is actually lower than in many other countries (including Australia).

    Nissan & BMW keen to collaborate with Tesla on Supercharger standards

    We recently reported that BMW is keen to collaborate with Tesla on creating possible global vehicle-charging standards, and now Nissan is also interested according to sources.

    “It is obviously clear that everyone would benefit if there was a far more simple way for everyone to charge their cars,” said one executive, who declined to be named as the plans are not yet official.

    Between them, Nissan, the world’s biggest electric-car manufacturer, BMW and Tesla account for about 80 per cent of the world’s battery electric-car sales.

    Tesla has risen from an ambitious San Francisco start-up to account for about a quarter of the world’s electric-car market, and defy naysayers at some of the world’s largest carmakers that said that the vehicles were not commercially viable.

    BMW, which has invested heavily in its electric i range, said that it and Tesla were “strongly committed to the success of electro-mobility”, and used their meeting to discuss ways to “further strengthen” the global electric-vehicle market.

    BMW was informed of Mr Musk’s patent decision at the Wednesday meeting, but both companies stressed that the meeting’s timing was coincidental.

    “Nissan welcomes any initiative to expand the volumes of electric vehicles,” the Japanese manufacturer said. “Nissan is the market leader in EVs and has worked with other manufacturers to help proliferate the technology.”

    Source: FT

    BMW + Tesla superchargers a strategic move?

    On Wednesday Tesla and BMW met, but what specifically was discussed was not published.

    “Both companies are strongly committed to the success of electromobility and discussed how to further strengthen the development of electromobility on an international level,” a BMW spokesman said today in a statement.

    On Thursday, Tesla CEO Elon Musk said his company has been in talks with BMW and other automakers on the topic of promoting EVs and making better use of its German Supercharger charging stations.

    Musk said that Tesla’s intent wasn’t to create a walled garden around it's supercharger network and that the company is more than happy to allow other makers to use its fast chargers.

    There are number of preconditions, though. Firstly, other makers’ cars would need to be able to accept the 135kW output of the Supercharger. Secondly, rival manufacturers would have to contribute to some of the capital cost of the fast charging network.

    The Germany market for long range EVs has some unique requirements. Not only is Tesla offering a special tune-up so that its Model S is capable of 130 MPH to compete against the local Porsches, BMW,s Mercedes and Audis on Germany’s unrestricted, high-speed autobahns. But the extra aerodynamic load resulting from sustained Autobahn speeds means that a huge network of very high powered (read Fast) EV charging stations is essential for the long range EV market to be viable in Germany.

    With BMW, Audi, Porsche & Mercedes all having leaked plans for 400-600km BEVs there will definatly be future demand for a fast charger network in German. Establishing the Tesla fast charger standard in Germany now in partnership with BMW, the undisputed leader in EV investment, could be seen as a strategic move.

    If Tesla doesn't build it, then someone else will!