You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
The market for fancy electric vehicles is anybody’s game.
One-pedal driving is a revelatory perk. Lift your foot off the accelerator in an electric vehicle and its regenerative braking kicks in, slowing the car while channeling recovered energy back into the battery. Once a person masters the feel, it’s possible to drive for miles on end without touching the brake pedal.
There’s just one problem: it’s jerky. During 50,000 miles in my own EV, I’ve learned to gently let off the accelerator to minimize the jostling. But, like working the clutch in a stick-shift, this is an acquired skill. The issue vexed the engineers at Rolls-Royce who wanted their electrified offering to replicate the “champagne stop” chauffeurs must master: stopping so gently that the masters of the universe riding in the back spill nary a drop of bubbly. In the end, they dealt with the aggressiveness of regen braking by turning it off.
Preservation of prosecco is a small quirk among a batch of big questions about how to electrify the luxury car. On the surface, this sounds like a simple matter: replace the gasoline guts with an electric powertrain, and you’re done. However, although the traditional luxury brands have embarked on the inevitable transition to electric, it’s a little murky just what a luxury EV is, who gets to make one, and whether the future of luxury really means never driving yourself again.
In the gasoline days there was little confusion. Toyota, Honda, and Nissan had their upscale brands (Lexus, Acura, and Infiniti, respectively) to push more plush versions of what were, fundamentally, the same cars. Brands like BMW and Mercedes-Benz offered performance alongside leather cushiness, all at a price point attainable to the upper-middle class. Porsche pushed a kind of performance-first luxury; the likes of Bentley and Rolls-Royce sold unattainable exclusivity to the 1 percent.
Along the way to the mainstream EV, definitions got a little looser. Thanks to the zippy performance, sex appeal, and high price of the Model S and X, Tesla positioned these as luxury EVs and peeled away buyers from the likes of Bimmer and Benz. Yet in terms of creature comforts, it’s hard to call a Tesla luxurious. Its spartan interior, defined by enormous touchscreens and little else, reflects the minimalist design language of Silicon Valley, not the rich Corinthian leather of old-fashioned style. Tesla has also been dogged by complaints about manufacturing inconsistencies such as thin paint and uneven door panel gaps — the kind of things that make German engineers toss and turn at night.
Elon Musk’s followers in the EV startup space are experimenting with the limits of the “luxury car,” too. Lucid’s Air is a more traditional big, posh sedan, with ridiculous power numbers and interior that tries to toe the line between LED future and maximalist past. Rivian’s R1T and R1S, meanwhile, build on the fact that pickups and SUVs have morphed from utilitarian workhorses into oversized luxury rides that command prices north of $50,000 — which happened long before EVs entered the chat. It doesn’t hurt that selling a vehicle on luxury allows a company to charge more, which brings in precious revenue a startup needs to get on its feet and helps to mask the high cost of the battery (the big challenge for anyone trying to deliver the true budget EV).
Now the traditional luxury brands are coming in force. BMW’s first mass-produced EV, the rounded-cube i3, was an avatar of the previous decade’s idea of an electric vehicle, full of design quirks meant to communicate futurism and sustainability. The i4, produced starting in 2021, looks a lot more like, well, a BMW sedan, with an interior that melds the BMW look of old (lots of buttons and fancy accents) with a 14.9-inch curved display meant to be a wow feature. The story is similar at Mercedes-Benz. Inside, it is a cushy, plush take on the LED spaceship look. From the outside, the main clue to the EQS’s electrification is the sealed-off grille. (EVs don’t need the open grille to suck in lots of air like a combustion car does, making possible the Tesla Model 3’s stark closed mouth.)
Luxury EV-makers are also learning how to pamper their prospective buyers by sanding off the rough edges of EV ownership, like range anxiety. More miles generally means more battery and therefore, more money. Pricey models from Rivian, Tesla, and Lucid allow the well-heeled buyer to reach 400 miles of range or more, and the Mercedes EQS is EPA rated to 350 miles but may deliver even more in the real world. Meanwhile, the “entry” EV is stuck with 250 to 300, and BMW’s range barely breaks the 300 mark.
Rolls-Royce is smoothing out not only its champagne stops, but also its starts. The super-luxe electric Spectre doesn’t use its monstrous torque to rocket off the line, but instead is engineered to glide from a start in a way that makes the car’s enormous mass invisible to its occupants. Meanwhile, BMW and Mercedes seem to have solved the riddle of cornering and feel in an EV, with Car and Driver saying the i4 outperforms its gasoline counterpart. (It doesn’t hurt that EVs carry their big batteries along the bottom, giving them a low center of gravity.) Hyundai makes excellent EVs, but there’s no mistaking that you’re in a BMW.
Besides comfort and performance, luxury carmakers have typically marketed their offerings on advanced technology. Here, the future of luxury EVs comes into focus. The big vehicle technology yet to come is true autonomy — after all, what's more luxurious than having someone, or something, else do the driving?
EVs and autonomous driving technologies are already intertwined, mostly because of Musk’s public insistence on Tesla’s Autopilot features and vision for full self-driving — not to mention the many public controversies about the system’s failures. Things are set to stay that way as automakers, and especially luxury ones, race to be the first to offer new features.
A recent Los Angeles Timesstory about Mercedes-Benz’s $45 billion move to go all-electric by 2030 notes the brand’s desire to retake the luxury EV market from Tesla, and a big part of that is by pulling ahead of Musk’s brand on autonomy. This year, Mercedes became the first brand to be given explicit permission in the U.S. to go ahead with Level 3 autonomous features in a vehicle on public roads.
Level 3 is a turning point. Levels 0, 1, and 2 in the Society of Automotive Engineers’ classification scheme include technologies now widely available in vehicles. Think of lane-keep assist and adaptive cruise control. These features lessen the driver’s burden, but they do not replace her. Levels 4 and 5 represent something that could truly be called self-driving. Level 3 is the bridge: the first time when — at slow speeds, and only under controlled circumstances on chosen roadways — the car is permitted to drive.
It’s also the most harrowing. An expert who spoke to me in February about Mercedes’ plan called Level 3 a “nightmare scenario.” The main worry is over the “handoff,” the moment when the human must be ready to retake control from the machine. Handoffs have the potential to lead to confusion over who’s in charge, and even momentary confusion on the road can have dire consequences. Some safety experts question whether we should allow Level 3 autonomy on public streets at all.
Ultimately, those fears may be moot. This technology is coming, and the future of (not) driving will be spearheaded by luxury cars as their makers jockey for technological supremacy. But even if Mercedes or another legacy car company pulls ahead in autonomous tech, they will still find the EV market a wilder, more competitive space than the staid market for luxury combustion cars ever was.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
On Energy Transfer’s legal win, battery storage, and the Cybertruck
Current conditions: Red flag warnings are in place for much of Florida • Spain is bracing for extreme rainfall from Storm Martinho, the fourth named storm in less than two weeks • Today marks the vernal equinox, or the first day of spring.
A jury has ordered Greenpeace to pay more than $660 million in damages to one of the country’s largest fossil fuel infrastructure companies after finding the environmental group liable for defamation, conspiracy, and physical damages at the Dakota Access Pipeline. Greenpeace participated in large protests, some violent and disruptive, at the pipeline in 2016, though it has maintained that its involvement was insignificant and came at the request of the local Standing Rock Sioux Tribe. The project eventually went ahead and is operational today, but Texas-based Energy Transfer sued the environmental organization, accusing it of inciting the uprising and encouraging violence. “We should all be concerned about the future of the First Amendment, and lawsuits like this aimed at destroying our rights to peaceful protest and free speech,” said Deepa Padmanabha, senior legal counsel for Greenpeace USA. The group said it plans to appeal.
The Department of Energy yesterday approved a permit for the Calcasieu Pass 2 liquified natural gas terminal in Louisiana, allowing the facility to export to countries without a free trade agreement. The project hasn’t yet been constructed and is still waiting for final approvals from the independent Federal Energy Regulatory Commission, but the DOE’s green light means it faces one less hurdle.
CP2 was awaiting DOE’s go-ahead when the Biden administration announced its now notorious pause on approvals for new LNG export facilities. The project’s opponents argue it’s a “carbon bomb.” Analysis from the National Resources Defense Council suggested the greenhouse gases from the project would be equivalent to putting more than 1.85 million additional gas-fueled automobiles on the road, while the Sierra Club found it would amount to about 190 million tons of carbon dioxide equivalent annually.
President Trump met with 15 to 20 major oil and gas executives from the American Petroleum Institute at the White House yesterday. This was the president’s first meeting with fossil fuel bosses since his second term began in January. Interior Secretary Doug Burgum and Energy Secretary Chris Wright were also in the room. Everyone is staying pretty quiet about what exactly was said, but according to Burgum and Wright, the conversation focused heavily on permitting reform and bolstering the grid. Reuters reported that “executives had been expected to express concerns over Trump’s tariffs and stress the industry view that higher oil prices are needed to help meet Trump’s promise to grow domestic production.” Burgum, however, stressed that oil prices didn’t come up in the chat. “Price is set by supply and demand,” he said. “There was nothing we could say in that room that could change that one iota, and so it wasn’t really a topic of discussion.” The price of U.S. crude has dropped 13% since Trump returned to office, according to CNBC, on a combination of recession fears triggered by Trump’s tariffs and rising oil output from OPEC countries.
The U.S. installed 1,250 megawatts of residential battery storage last year, the highest amount ever and nearly 60% more than in 2023, according to a new report from the American Clean Power Association and Wood Mackenzie. Overall, battery storage installations across all sectors hit a new record in 2024 at 12.3 gigawatts of new capacity. Storage is expected to continue to grow next year, but uncertainties around tariffs and tax incentives could slow things down.
China is delaying approval for construction of BYD’s Mexico plant because authorities worry the electric carmaker’s technology could leak into the United States, according to the Financial Times. “The commerce ministry’s biggest concern is Mexico’s proximity to the U.S.,” sources told the FT. As Heatmap’s Robinson Meyer writes, BYD continues to set the global standard for EV innovation, and “American and European carmakers are still struggling to catch up.” This week the company unveiled its new “Super e-Platform,” a new standard electronic base for its vehicles that it says will allow incredibly fast charging — enabling its vehicles to add as much as 249 miles of range in just five minutes.
Tesla has recalled 46,096 Cybertrucks over an exterior trim panel that can fall off and become a road hazard. This is the eighth recall for the truck since it went on sale at the end of 2023.
This fusion startup is ahead of schedule.
Thea Energy, one of the newer entrants into the red-hot fusion energy space, raised $20 million last year as investors took a bet on the physics behind the company’s novel approach to creating magnetic fields. Today, in a paper being submitted for peer review, Thea announced that its theoretical science actually works in the real world. The company’s CEO, Brian Berzin, told me that Thea achieved this milestone “quicker and for less capital than we thought,” something that’s rare in an industry long-mocked for perpetually being 30 years away.
Thea is building a stellarator fusion reactor, which typically looks like a twisted version of the more common donut-shaped tokamak. But as Berzin explained to me, Thea’s stellarator is designed to be simpler to manufacture than the industry standard. “We don’t like high tech stuff,” Berzin told me — a statement that sounds equally anathema to industry norms as the idea of a fusion project running ahead of schedule. “We like stuff that can be stamped and forged and have simple manufacturing processes.”
The company thinks it can achieve simplicity via its artificial intelligence software, which controls the reactor’s magnetic field keeping the unruly plasma at the heart of the fusion reaction confined and stabilized. Unlike typical stellarators, which rely on the ultra-precise manufacturing and installment of dozens of huge, twisted magnets, Thea’s design uses exactly 450 smaller, simpler planar magnets, arranged in the more familiar donut-shaped configuration. These magnets are still able to generate a helical magnetic field — thought to keep the plasma better stabilized than a tokamak — because each magnet is individually controlled via the company’s software, just like “the array of pixels in your computer screen,” Berzin told me.
“We’re able to utilize the control system that we built and very specifically modulate and control each magnet slightly differently,” Berzin explained, allowing Thea to “make those really complicated, really precise magnetic fields that you need for a stellarator, but with simple hardware.”
This should make manufacturing a whole lot easier and cheaper, Berzin told me. If one of Thea’s magnets is mounted somewhat imperfectly, or wear and tear of the power plant slightly shifts its location or degrades its performance over time, Thea’s AI system can automatically compensate. “It then can just tune that magnet slightly differently — it turns that magnet down, it turns the one next to it up, and the magnetic field stays perfect,” Berzin explained. As he told me, a system that relies on hardware precision is generally much more expensive than a system that depends on well-designed software. The idea is that Thea’s magnets can thus be mass manufactured in a way that’s conducive to “a business versus a science project.”
In 2023, Thea published a technical report proving out the physics behind its so-called “planar coil stellarator,” which allowed the company to raise its $20 million Series A last year, led by the climate tech firm Prelude Ventures. To validate the hardware behind its initial concept, Thea built a 3x3 array of magnets, representative of one section of its overall “donut” shaped reactor. This array was then integrated with Thea’s software and brought online towards the end of last year.
The results that Thea announced today were obtained during testing last month, and prove that the company can create and precisely control the complex magnetic field shapes necessary for fusion power. These results will allow the company to raise a Series B in the “next couple of years,” Berzin said. During this time, Thea will be working to scale up manufacturing such that it can progress from making one or two magnets per week to making multiple per day at its New Jersey-based facility.
The company’s engineers are also planning to stress test their AI software, such that it can adapt to a range of issues that could arise after decades of fusion power plant operation. “So we’re going to start breaking hardware in this device over the next month or two,” Berzin told me. “We’re purposely going to mismount a magnet by a centimeter, put it back in and not tell the control system what we did. And then we’re going to purposely short out some of the magnetic coils.” If the system can create a strong, stable magnetic field anyway, this will serve as further proof of concept for Thea’s software-oriented approach to a simplified reactor design.
The company is still years away from producing actual fusion power though. Like many others in the space, Thea hopes to bring fusion electrons to the grid sometime in the 2030s. Maybe this simple hardware, advanced software approach is what will finally do the trick.
The Chinese carmaker says it can charge EVs in 5 minutes. Can America ever catch up?
The Chinese automaker BYD might have cracked one of the toughest problems in electric cars.
On Tuesday, BYD unveiled its new “Super e-Platform,” a new standard electronic base for its vehicles that it says will allow incredibly fast charging — enabling its vehicles to add as much as 249 miles of range in just five minutes. That’s made possible because of a 1,000-volt architecture and what BYD describes as matching charging capability, which could theoretically add nearly one mile of range every second.
It’s still not entirely clear whether the technology actually works, although BYD has a good track record on that front. But it suggests that the highest-end EVs worldwide could soon add range as fast as gasoline-powered cars can now, eliminating one of the biggest obstacles to EV adoption.
The new charging platform won’t work everywhere. BYD says that it will also build 4,000 chargers across China that will be able to take advantage of these maximum speeds. If this pans out, then BYD will be able to charge its newest vehicles twice as fast as Tesla’s next generation of superchargers can.
“This is a good thing,” Jeremy Wallace, a Chinese studies professor at Johns Hopkins University, told me. “Yes, it’s a Chinese company. And there are geopolitical implications to that. But the better the technology gets, the easier it is to decarbonize.”
“As someone who has waited in line for chargers in Pennsylvania and New Jersey, I look forward to the day when charging doesn’t take that long,” he added.
The announcement also suggests that the Chinese EV sector remains as dynamic as ever and continues to set the global standard for EV innovation — and that American and European carmakers are still struggling to catch up. The Trump administration is doing little to help the industry catch up: It has proposed repealing the Inflation Reduction Act’s tax credits for EV buyers, which provide demand-side support for the fledgling industry, and the Environmental Protection Agency is working to roll back tailpipe-pollution rules that have furnished early profits to EV makers, including Tesla. Against that background, what — if anything — can U.S. companies do to catch up?
The situation isn’t totally hopeless, but it’s not great.
BYD’s mega-charging capability is made possible by two underlying innovations. First, BYD’s new platform — the wiring, battery, and motors that make up the electronic guts of the car — will be capable of channeling up to 1,000 volts. That is only a small step-change above the best platforms available elsewhere— the forthcoming Gravity SUV from the American carmaker Lucid is built on a 926-volt platform, while the Cybertruck’s platform is 800 volts — but BYD will be able to leverage its technological firepower with mass manufacturing capacity unrivaled by any other brand.
Second, BYD’s forthcoming chargers will be capable of using the platform’s full voltage. These chargers may need to be built close to power grid infrastructure because of the amount of electricity that they will demand.
But sitting underneath these innovations is a sprawling technological ecosystem that keeps all Chinese electronics companies ahead — and that guarantees Chinese advantages well into the future.
“China’s decisive advantage over the U.S. when it comes to innovation is that it has an entrenched workforce that is able to continuously iterate on technological advances,” Dan Wang, a researcher of China’s technology industry and a fellow at the Paul Tsai China Center at Yale Law School, told me.
The country is able to innovate so relentlessly because of its abundance of process knowledge, Wang said. This community of engineering practice may have been seeded by Apple’s iPhone-manufacturing effort in the aughts and Tesla’s carmaking prowess in the 2010s, but it has now taken on a life of its own.
“Shenzhen is the center of the world’s hardware manufacturing industry because it has workers rubbing shoulders with academics rubbing shoulders with investors rubbing shoulders with engineers,” Wang told me. “And you have a more hustle-type culture because it’s so much harder to maintain technological moats and technological differentiation, because people are so competitive in these sorts of spaces.”
In a way, Shenzhen is the modern-day version of the hardware and software ecosystem that used to exist in northern California — Silicon Valley. But while the California technology industry now largely focuses on software, China has taken over the hardware side.
That allows the country to debut new technological innovations much faster than any other country can, he added. “The comparison I hear is that if you have a new charging platform or a new battery chemistry, Volkswagen and BMW will say, We’ll hustle to put this into our systems, and we’ll put it in five years from now. Tesla might say, we’ll hustle and get it in a year from now.”
“China can say, we’ll put it in three months from now,” he said.“You have a much more focused concentration of talent in China, which collapses coordination time.”
That culture has allowed the same companies and engineers to rapidly advance in manufacturing skill and complexity. It has helped CATL, which originally made batteries for smartphones, to become one of the world’s top EV battery makers. And it has helped BYD — which is close to unseating Tesla as the world’s No. 1 seller of electric vehicles — move from making lackluster gasoline cars to some of the world’s best and cheapest EVs.
It will be a while until America can duplicate that manufacturing capability, partly because of the number of headwinds it faces, Wang said.