Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Electric Vehicles

Why I’ve Finally Lost Faith in Tesla

Superchargers made sense. What is Elon Musk doing?

A Tesla impaled by the Tesla logo.
Heatmap Illustration/Getty Images

When I finally succumbed and opened Threads, Mark Zuckerberg’s algorithm sized up my demographics and fed me two kinds of posts it thought would juice my engagement. First were the people shouting, incorrectly, that IPA is a bad style of beer and framing themselves as too hip to sip something so basic. Second: Posts from the loud, dedicated cadre of Threads users who are actively rooting against Tesla.

I understand the spite. When I bought my Model 3 five years ago, Elon Musk had begun his public heel turn. Some of the signs of what was to come were already there. However, Model 3 was the best reasonably affordable EV on the market, and the Supercharger network made it possible for us (California residents as we are) to own only an electric vehicle. You couldn’t say that for the electric Hyundai Kona.

In the time since then, Musk’s erratic or adolescent behavior has caused a rising tide of people, especially among the very online and the political left, to openly hope for and celebrate Tesla’s failures. I have not been among them. Musk’s brand was the best bet for getting Americans to quit internal combustion, a goal that’s more important to me than the man’s personal failings. Nor did I believe declarations that the company was doomed. No matter what crazy thing Elon Musk devoted his money or his attention to, it seemed like Tesla’s dominance in both the EV market and the stock market could paint over the crazy.

Now, I’m not so sure.

Last month, we covered the big problems with Tesla’s EV lineup. The only new vehicle released since 2020 was the Cybertruck, which is suffering through slow sales and a sudden unintended acceleration crisis. The sub-$30,000 model that would open up Tesla to the masses was sort of canceled, then sort of uncanceled, and now sits in limbo. Whatever that car’s fate, it’s clear that Musk is obsessed with self-driving software and his “robotaxi” at the expense of EVs actually driven by their human occupants.

But if a self-inflicted wound proves fatal, it might be the one Musk created this week by laying off essentially the entire team in charge of Tesla’s Supercharger network. That includes Rebecca Tinucci, his senior director of EV charging, who led the effort starting in 2022 to convince the other automakers to adopt Tesla’s formerly proprietary plug standard as their own.

Tinucci’s achievement was one of the company’s few undisputed success stories during the past several years of chaos. One by one, the other automakers ditched plug standards that were supported by third-party charging companies like EVgo and Electrify America to adopt the Tesla plug, which was christened the North American Charging Standard. Ford and Rivian EVs have begun this year to use a big part of Tesla’s robust Supercharger network. I cannot tell you how many excited, targeted Instagram ads I’ve gotten from Rivian celebrating the new access.

This was a huge deal for American EV adoption. Tesla’s fast-chargers are widespread, simple to use, and far more reliable than the oft-busted charging stations other EVs previously had to rely on. And it was a huge deal for Tesla, which created out of nowhere a huge new customer base ready to pay for its electricity.

And now, at what should be a moment of triumph at winning the charging wars, Musk has pivoted away. He wrote on his social network formerly named Twitter: “Tesla still plans to grow the Supercharger network, just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations.”

Frankly, this sounds like an attempt to hand-wave away a spectacular self-own. As The Verge reported: “Station installations were up 26% year over year, while the number of connectors was up 27%. It was a rare area of growth for the company, which has seen its sales and profits fall since last year as demand for EVs cools down.” In trying to become lean and innovative, all Musk managed to do was kneecap a part of Tesla that’s actually working.

The company has to keep making money while Musk busies himself with trying to solve AI and autonomous driving. What with its inattention to its EV lineup and shooting itself in the foot over Supercharging, suddenly the winning options are few. Tesla’s other business is in home energy, where it installs solar panels and sells its Powerwall home batteries. This is a lucrative market as energy storage becomes increasingly important to the grid and home of the future — unless Musk decides that, like selling cars, it’s too boring.

Given its huge lead in EV sales and EV charging, Tesla is forever just a few good decisions away from trending upward again. It’s just getting more difficult each day to imagine the company doing so.

You’re out of free articles.

Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Energy

All the Nuclear Workers Are Building Data Centers Now

There has been no new nuclear construction in the U.S. since Vogtle, but the workers are still plenty busy.

A hardhat on AI.
Heatmap Illustration/Getty Images

The Trump administration wants to have 10 new large nuclear reactors under construction by 2030 — an ambitious goal under any circumstances. It looks downright zany, though, when you consider that the workforce that should be driving steel into the ground, pouring concrete, and laying down wires for nuclear plants is instead building and linking up data centers.

This isn’t how it was supposed to be. Thousands of people, from construction laborers to pipefitters to electricians, worked on the two new reactors at the Plant Vogtle in Georgia, which were intended to be the start of a sequence of projects, erecting new Westinghouse AP1000 reactors across Georgia and South Carolina. Instead, years of delays and cost overruns resulted in two long-delayed reactors 35 miles southeast of Augusta, Georgia — and nothing else.

Keep reading...Show less
Blue
Q&A

How California Is Fighting the Battery Backlash

A conversation with Dustin Mulvaney of San Jose State University

Dustin Mulvaney.
Heatmap Illustration

This week’s conversation is a follow up with Dustin Mulvaney, a professor of environmental studies at San Jose State University. As you may recall we spoke with Mulvaney in the immediate aftermath of the Moss Landing battery fire disaster, which occurred near his university’s campus. Mulvaney told us the blaze created a true-blue PR crisis for the energy storage industry in California and predicted it would cause a wave of local moratoria on development. Eight months after our conversation, it’s clear as day how right he was. So I wanted to check back in with him to see how the state’s development landscape looks now and what the future may hold with the Moss Landing dust settled.

Help my readers get a state of play – where are we now in terms of the post-Moss Landing resistance landscape?

Keep reading...Show less
Yellow
Hotspots

A Tough Week for Wind Power and Batteries — But a Good One for Solar

The week’s most important fights around renewable energy.

The United States.
Heatmap Illustration/Getty Images

1. Nantucket, Massachusetts – A federal court for the first time has granted the Trump administration legal permission to rescind permits given to renewable energy projects.

  • This week District Judge Tanya Chutkan – an Obama appointee – ruled that Trump’s Bureau of Ocean Energy Management has the legal latitude to request the withdrawal of permits previously issued to offshore wind projects. Chutkan found that any “regulatory uncertainty” from rescinding a permit would be an “insubstantial” hardship and not enough to stop the court from approving the government’s desires to reconsider issuing it.
  • The ruling was in a case that the Massachusetts town of Nantucket brought against the SouthCoast offshore wind project; SouthCoast developer Ocean Winds said in statements to media after the decision that it harbors “serious concerns” about the ruling but is staying committed to the project through this new layer of review.
  • But it’s important to understand this will have profound implications for other projects up and down the coastline, because the court challenges against other offshore wind projects bear a resemblance to the SouthCoast litigation. This means that project opponents could reach deals with the federal government to “voluntarily remand” permits, technically sending those documents back to the federal government for reconsideration – only for the approvals to get lost in bureaucratic limbo.
  • What I’m watching for: do opponents of land-based solar and wind projects look at this ruling and decide to go after those facilities next?

2. Harvey County, Kansas – The sleeper election result of 2025 happened in the town of Halstead, Kansas, where voters backed a moratorium on battery storage.

Keep reading...Show less
Yellow