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Tesla has dealt with quality control issues before — but never with a robotaxi on the horizon.
You have to give TikTok user el.chapito1985 credit for not panicking. In a video posted a few days ago, he explained how the cover on his Tesla Cybertruck accelerator pedal came loose and then wedged itself in just the right spot to leave the pedal stuck in floor-it position.
The poster said he managed to stop the truck by slamming the brake, which overrode the accelerator, and putting the vehicle in park. But his experience certainly explains Tesla’s newest predicament: It will recall all the Cybertrucks currently on the road to fix the sticky accelerator issue.
Today’s mess feels like it’s adding insult to self-injury for Tesla. The company seems to be adrift after spending so much energy on the roundly mocked Cybertruck and canceling its planned $25,000 electric vehicle; now, its long-standing problems with build quality are coming back to bite it in the bumper.
During Tesla’s rise to EV dominance, some of the loudest objectors to its cars have been reviewers (and then owners) griping about manufacturing defects. YouTube abounds with videos pointing out uneven panel gaps and thin paint jobs and decrying the use of cheap plastics in such an expensive vehicle.
The thing is, none of this prevented the company from becoming the world’s most valuable automaker. Tesla may have developed a reputation among automotive insiders for shoddy or rushed workmanship, but millions of people who wanted a Tesla bought one nonetheless.
Tesla is the most-recalled vehicle brand, according to Autoweek, but many of those issues could be solved via over-the-air software updates. For instance: Earlier this year, the automaker had to recall millions of cars because fonts on the braking system software were too small. It solved this with a software patch, so owners did not have to deal with the hassle of bringing in their car and driving a rental in the interim. Because of this dynamic, the company downplayed a lot of technical issues, suggesting it’s not really a “recall” if you can fix it with a little bit of code.
A stuck pedal is a different story. There are few things scarier to a driver than “sudden unintended acceleration,” the stoic name for that feeling when your car seems to have developed a death wish.
If you’re old enough to remember the first decade of this century, you probably recall alarmed TV news segments about this problem in Toyota and Lexus vehicles, which killed a reported 89 people during from 2000 to 2010. The giant carmaker initially denied any manufacturing problem, attributing the issues instead to “pedal misapplication” — a polite euphemism for times when the driver hits the gas thinking it’s the brake. In the end, Toyota had to recall millions of cars when it determined that floor mats could have caused the pedal stuckness. That still didn’t cover all the stuck pedal issues, though, according to news reports, and the federal government ultimately issued more than a billion dollars in fines.
Tesla's problem with the Cybertruck pedal is nowhere near that scale, simply because, well, they’ve sold so few of them — just 3,878, according to the recall documentation. Tesla had already slowed the vehicle’s production, perhaps because it knew from early reports that this manufacturing problem was on the horizon, which gives the company a chance to correct things before the Cybertruck starts selling in bigger numbers (presuming it ever does).
Still, the news bodes ill for the future Elon Musk envisions for the company. Thousands of Tesla employees lost their jobs earlier this week, just as Musk appears to be going all-in on the “robotaxi” that would entirely drive itself.
It’s an appealing vision, sure. I would much rather put my feet up, read a book, play with my phone, do anything other than pilot a car through another frustrating, traffic-clogged trip down the highway. But turning over control to the robotaxi would mean trusting Tesla’s hardware and software not to fail mid-journey. A driver in the driver’s seat can do what el.chapito1985 did: slam on the brakes if the accelerator pedal gets stuck and pray that frantic stomping stops the car. A robotaxi owner would be just a passenger, with little recourse if a part suddenly got stuck or the AI suddenly misunderstood its environment. The robotaxi won’t even have a steering wheel — or, at least, that’s the plan.
There may come a day when autonomous vehicles are safer than those piloted by distracted, tired, angry, or indifferent humans, and car accident deaths drop because we turned over the chore of daily transportation to the machines. But with every software bug that calls for an over-the-air fix, and every defect that requires a recall, Tesla gets further from the consumer confidence it would need for a robotaxi to steer the company back on track.
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Big electric vehicles need big batteries — and as electricity gets more expensive, charging them is getting pricier.
As the cost to charge the Rivian R1S ticked up over $50, then $60, I couldn’t help but recall those “Pain at the Pump” segments from the local news. Perhaps you’ve seen the familiar clips where reporters camp out at the local filling station to interview locals fed up with high gas prices. I watched the Rivian charger’s touchscreen as the cost to refuel my weekend test-driver ballooned and imagined the chemically dewrinkled TV anchors doing their first story on “Pain at the Plug.”
I should have been ready for this. Back in the 90s, I remember the shock of filling my parents’ gas-guzzling Ford Explorer, which cost two or three times as much as it took to fill my dinky Escort hatchback. The story isn’t the same in the age of electric vehicles, but it rhymes. It rarely costs more than $20 to top off the small battery in my Tesla Model 3, so my eyes popped a little at the price of refueling a massive EV.
This isn’t a one-to-one comparison, of course: the R1S also goes farther on a charge because of how much energy its huge battery can store, so it’s a bit like comparing a compact car to a Ford F-150 and its 36-gallon gas tank — you’re spending much, much, more, but you’re going a little farther, too. Still, it is a reminder that size matters, whether you’re talking about gas or electric. Under a Trump administration where electricity prices are forecasted to spike, EV shoppers might find themselves thinking the way Americans often have during oil crises and gas price hikes: taking a long look at smaller and lighter vehicles to save money.
The EV weight problem is well-known. To summarize: EVs tend to be weighty because of their massive battery packs. Making electrified versions of the big trucks and SUVs Americans love amplifies the problem. You need very big batteries to store enough energy to give them a decent range, and adding a large lithium-ion unit along the bottom adds even more girth.
Weighty EVs have raised concerns over public safety, since they could be more dangerous to pedestrians, cyclists, and other cars during collisions. Their bulk leads to prematurely worn-out tires, which potentially creates more tire dust and forces drivers to replace their rubber sooner. Bigger batteries need larger amounts of rare metals to make them. And now, in a world of expensive electricity, a heavy EV could hammer a driver’s wallet.
Those of us raised on miles per gallon must learn a new statistical vocabulary to think about the efficiency of EVs. The simplest stat is the number of miles traveled per kilowatt-hour of energy. Lucid, the luxury EV-only startup, has been gunning for the efficiency title with its streamlined Air sedan and has bragged about making 5 miles per kilowatt-hour. By comparison, the current Tesla Model 3 makes around 4 miles per kilowatt-hour, while a big, heavy Rivian gets somewhere in the 2s. (Using a conversion formula from the Environmental Protection Agency to calculate the energy present in a gallon of gas shows that a relatively efficient sedan like the Honda Civic scores around 1, by Lucid’s math, and a big pickup truck even worse.)
These numbers are context-dependent, of course. Just as a gas car or hybrid is judged by its city, highway, and combined mileage, an electric car goes much farther at slow speeds than it does on the highway. A big three-row Hyundai Ioniq 9 EV that can deliver 3 miles or more per kilowatt-hour at slower speeds made right around 2.0 when I sped down Interstate 5, the AC blasting to keep the baby comfortable on a hot California day. The Supercharger bill was enough to make me miss my little Tesla.
The dollars-and-cents calculation is a little different with all-electric vehicles than it was in the all-gasoline era. Drive a gas car and you pay whatever the gas station charges; there is little recourse beyond knowing which service station in your city is the cheapest. With EVs, however, most drivers do their charging primarily at home, where the cost per kilowatt-hour for residential energy is much lower than the inflated cost to refill the battery at a public fast-charger. (Even California’s high cost for home electricity amounts to just half of what some EV fast-chargers cost during afternoon and evening times of peak demand.) But there’s no way to beat the system entirely. Drive a giant, electron-guzzling EV and you’ll be much more vulnerable to a spike in electricity prices.
And it’s not just the cost of recharging a battery — size also matters a lot for the up-front cost of the EV. Americans have become accustomed to paying a premium for larger vehicles, but for combustion cars, this is simply a market phenomenon. It doesn’t cost that much more to build a crossover instead of a sedan, or to give a vehicle a bigger gas tank. The car companies know you’ll pay thousands more for a Toyota RAV4 than for a Corolla. With electric vehicles, however, you’re paying for size in a much more direct fashion. That huge battery needed to move a Rivian is simply much more expensive to build than the one in a Chevy Bolt.
Carmakers are now confronting this problem as they try to crack the affordable EV problem. A subtle detail in Ford’s big announcement last week that it would build a $30,000 mid-size electric pickup is that the vehicle would have a battery perhaps half as big as the one in the F-150 Lightning EV and four times smaller than the biggest one you can get with Chevy’s Silverado EV.
Building a truck with a relatively small battery will undoubtedly slash costs compared to the monster units we’ve seen in full-size electric pickups. It also means that Ford will have to be especially conscious of the vehicle’s weight to maximize the range that can be squeezed out of those few kilowatt-hours. Until battery production costs tumble, that is the way to the more-affordable EV — do more with less.
On COP30 jitters, a coal mega-merger gone bust, and NYC airport workers get heated
Current conditions: Hurricane Erin is lashing Virginia Beach with winds up to 80 miles per hour, the Mid-Atlantic with light rain, and New York City with deadly riptides • Europe’s wildfires have now burned more land than any blazes in two decades • Catastrophic floods have killed more than 300 in Pakistan and at least 50 in Indian-administered Kashmir.
Offshore oil rigs in California. Mario Tama/Getty Images
Two weeks after de-designating millions of acres of federal waters to offshore wind development, the Trump administration Tuesday set a new schedule for auctions of oil-and-gas leases in the Gulf of Mexico and Alaska’s Cook Inlet, stretching all the way out to 2040. In a press release, Secretary of the Interior Doug Burgum cited the recently passed One Big Beautiful Bill Act as a “landmark step toward unleashing America’s energy potential” by “putting in place a bold, long-term program that strengthens American Energy Dominance, creates good-paying jobs and ensure we continue to responsibly develop our offshore resources.”
The lease plan may violate federal law, however, as the administration has not conducted environmental analyses or held public hearings before putting the auctions on the calendar. “There’s no world in which we will allow the Trump Administration to hold dozens of oil sales in public waters, putting Americans, wildlife, and the planet in harm’s way, without abiding by the law,” Brettny Hardy, an oceans attorney at the environmental group Earthjustice, said in a statement. “Even with its passage of the worst environmental bill in U.S. history, the Republican-led Congress did not exempt these offshore oil sales from needing to comply with our nation’s environmental statutes.”
In an open letter published Tuesday, André Corrêa do Lago, the veteran Brazilian diplomat leading the next United Nations climate summit, warned that “geopolitical and economic obstacles are raising new challenges to international cooperation — including under the climate regime.” The letter comes after UN-sponsored talks over a plastics treaty collapsed last week, with the U.S. joining fellow oil producers Russia, Saudi Arabia, and Iran in standing athwart more than 100 other countries that supported a deal to curb production of new disposable plastics.
The climate summit, known as COP30, is set to take place in the Brazilian Amazon city of Belém in November. It will be the first global climate confab since President Donald Trump returned to office and, on his first day back in the White House, kicked off the process to withdraw the U.S. from the 2015 Paris climate deal.
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Peabody Energy backed out of its $3.8 billion agreement to buy Anglo American’s coal mines following the unexpected closure of the deal’s flagship mine. On Tuesday, the largest U.S. coal producer said that an explosion last March at Anglo America’s Moranbah North mine in Australia resulted in a “material adverse change” to its deal. The move dealt a major blow to London-based Anglo American, which had planned to use the sale as part of a broader restructuring to fend off a hostile takeover attempt by rival BHP. Anglo American CEO Duncan Wanblad said he was “very disappointed,” according to the Financial Times, and the company said it would “seek damages for the wrongful termination.”
The deal comes amid a global comeback for the main fuel blamed for climate change. As my colleague Matthew Zeitlin wrote last month, “the evidence for coal’s stubborn persistence globally has been mounting for years. In 2021, the International Energy Agency forecast that by 2024, annual coal demand would hit an all-time high of just over 8,000 megatons. In 2024, it reported that coal demand in 2023 was already at 8,690 megatons, a new record; it also pushed out its prediction for a demand plateau to 2027, at which point it predicted annual demand would be 8,870 megatons.”
The California startup ChemFinity got a big boost on Tuesday, raising $7 million in a funding round led by At One Ventures and Overton Ventures. The company, spun out from the University of California, Berkeley, claims its critical mineral recovery system will be three times cheaper, 99% cleaner and 10 times faster than existing approaches currently found in the mining and recycling industries. “We basically act like a black box where recyclers or scrap yards or even other refiners can send their feedstock to us,” Adam Uliana, ChemFinity’s co-founder and CEO, told Heatmap’s Katie Brigham. “We act like a black box that spits out pure metal.”
At a time when record heat is regularly halting flights on sweltering tarmacs, service workers at New York City’s LaGuardia and John F. Kennedy airports are slated to protest on Wednesday to demand new workplace protections from extreme heat. The workers, many of whom handle cargo and ramp services for major airlines, said in a press release that extreme heat and lack of access to water, rest breaks, and proper training threatened more incidents of heat illness. One worker claimed to have recently lost consciousness inside the cargo hold of a plane due to heat. The members of chapter 32BJ of the Service Employees International Union will be joined by State Assemblymembers Steven Raga and Catalina Cruz in their demonstration, which is scheduled to begin at 10 a.m. near LaGuardia’s Old Marine Terminal.
I swear by the shvitz. My great grandfather, after whom I’m named, went to the same Russian bathhouse in Manhattan that my cousin, brother, and I visit regularly to enjoy the sauna and cold plunge. Turns out amphibians feel the same. A researcher at Macquarie University in Sydney found that frogs could fight off the deadly chytrid fungal infection plaguing the green and golden bell frog by sitting in “frog saunas.” Spending a few hours a day in warm enclosures that reach temperatures higher than 83 degrees Fahrenheit for a week or less is all that’s needed to kill off the fungus.
Rob and Jesse quiz Mark Rothleder, chief operations officer at the California Independent System Operator.
So far on Shift Key Summer School we’ve covered how electricity gets made and how it gets sold. But none of that matters without the grid, which is how that electricity gets to you, the consumer. Who actually keeps the grid running? And what decisions did they make an hour ago, a day ago, a week ago, five years ago to make sure that it would still be running right this second?
This week on Shift Key, Rob and Jesse chat with Mark Rothleder, senior vice president and chief operating officer of the California Independent System Operator, which manages about 80% of the state’s electricity flow. As the longest-serving employee at CAISO , he’s full of institutional knowledge. How does he manage the resource mix throughout the day? What happens in a blackout? And how do you pronounce CAISO in the first place?
Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
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Here is an excerpt from our conversation:
Jesse Jenkins: To make this a little bit more concrete, walk through how you’re orchestrating the generation fleet. What is the typical mix of resources that you’re calling on at different times of day, on a typical California day. Let’s start at 8:00 a.m. and, you know, move through the day.
Mark Rothleder: So if it’s like today, it’s a moderate summer day, there would be in the. There would be some thermal resources, gas resources that would already be on, probably near their minimum load, which is probably about 30%, 40% of their full operating capability. And they would be sitting there waiting for dispatch instructions as the load increased.
And I talk about the morning because people start turning lights on. This is when the load starts to increase, in that morning hour. So to balance the system as that load increases relatively quickly, you’re going to have a combination of probably solar starting to come up and produce, naturally, because the sun is coming out. You may have a little bit of wind production starting to increase because the wind’s starting to blow because the temperatures and the system are driving that wind. If that’s not enough energy, we’re dispatching probably thermal resources, probably doing some exchanges through the Western Energy Imbalance Market with the neighbors.
And then you get to about probably 9 o’clock, 10 o’clock ,and things stabilize. And then what ends up happening, at least in our system, is you start to see solar production continue to go up, but the load is not increasing. It’s kind of flattened out. We start to probably see some backing off of thermal resources that were brought up during that morning load pull. And now we’re starting to back off on those, and maybe even getting to the point where surplus energy in the middle of the day — we’re exchanging and maybe exporting some of our energy to our neighbors because we have surplus. We’re probably starting to see batteries charge up in the middle of the day because now we’ve got this cheap energy. And this is going to probably go on until about 4 o’clock, 5 o’clock in the afternoon, when the traditional peak of the day is, and this is when the highest gross load is.
And then we start to see another dynamic happen, and that is, at least in our system, the sun starts to set and then the solar production starts to decrease. What’s interesting about that is, as the solar production decreases, it happens over about a three-, four-hour period, and it’s a relatively fast ramp out of those solar resources. The load is not dropping. And in fact, if you think about —
Jenkins: It’s rising often, right?
Rothleder: It’s actually still rising because some of the load that was previously served by behind the meter rooftop solar, that load is also coming back on the system because the solar production is decreasing. So again, to rebalance the system and keep that balanced and straight, we have to start ramping up a couple things. We start to turn, maybe, what was exports around, and we start importing energy from our neighbors. We start discharging the batteries that we just charged up earlier. And to the extent we still need other energy, we probably have a combination of thermal gas resources that we’re bringing them off their minimum load, dispatching them up during the day, and probably some hydro resources that are able to be dispatched during the day.
Between 6 p.m. and 7 p.m. we hit what we call our net peak. We call it net peak because it’s the gross load minus wind and solar production. And that tends to be the most critical time when we need — since the ramp out of wind and solar, more solar, that kind of is the highest where we need other resources to be available and dispatched. And so once we get through that net peak, come around 6:30, 7 o’clock, things just start to gradually turn around. And then we’re ramping out over the rest of the day the thermal resources, the interchange, and the hydro resources that we previously dispatched up to get to that net peak. And this all starts over again the next morning.
Mentioned:
Jesse’s slides on long-run equilibrium and electricity markets
Shift Key Summer School episodes 1, 2, 3, and 4
Also on Shift Key: Spain’s Blackout and the Miracle of the Modern Power Grid
This episode of Shift Key is sponsored by …
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Music for Shift Key is by Adam Kromelow.