The Brief Brief Electric Vehicles
batteries on wheels, getting better weekly.
Electric Vehicles — briefly, then briefly again · tbb.ceo
listen tothe daily 0:00 –:––
/daily ·21 SEPT 2026 ·MONDAY ·3 MIN READ ·6 STORIES

Tesla's Roadster gets a date, diesel hits $10, and flash charging arrives

Tesla set an October 1 reveal for the long-awaited Roadster; California diesel crossed $10 a gallon; and Sunwoda demonstrated a 9-minute charge from 10% to 97%.

01 / The Day

MONDAY 21 SEPT 2026, ranked

06

Tesla reopens Roadster reservations ahead of October 1 unveil

Tesla announced an October 1 reveal event for the second-generation Roadster and reopened the $50,000 reservation queue — more than eight years after the car was first announced in 2017 — as the company attempts to re-anchor its performance brand positioning ahead of a wave of luxury EV competition.

  • Original 2017 reservations were made with $50,000 deposits; those holders get priority allocation
  • No production timeline confirmed; the reveal event will show a production-intent design
  • SpaceX Thruster Package — cold-gas jets for acceleration — status remains unconfirmed for production
Why it mattersThe Roadster is the car Tesla has used to define performance aspirations for its entire lineup; an October 1 reveal either resets that anchor or reveals why it has taken nearly a decade.

California diesel crosses $10 per gallon as Iran conflict tightens crude supply

Retail diesel prices in California exceeded $10 per gallon at multiple stations this week as the Iran war premium pushed West Coast crude feedstock costs to multi-year highs — with commercial fleet operators reporting that some stations are rationing bulk purchases and spot shortages emerging at rural truck stops.

  • California's carbon price adder and reformulated fuel requirements make it the highest-cost US diesel market
  • Commercial trucking operators face costs that make short-haul electric fleet conversion economics immediate, not aspirational
  • Diesel at $10/gal crosses the break-even threshold for battery-electric semi payback in under 3 years for many routes
Why it mattersAt $10 per gallon, diesel economics stop being a future-state argument for electric commercial vehicles and become an operational decision that fleet finance departments are making this month.

Sunwoda demonstrates 10% to 97% charge in 9 minutes

Chinese battery manufacturer Sunwoda publicly demonstrated a pack charging from 10% to 97% state-of-charge in nine minutes, achieving peak input power above 500 kW — joining CATL, BYD, and Huawei in the sub-10-minute charge race that is now being used as a primary consumer differentiation metric in the Chinese market.

  • 500 kW+ peak power requires new charger hardware; most current DC fast chargers top out at 350 kW
  • Nine-minute charge from 10% is effectively equivalent to a petrol fill for most driving patterns
  • Sunwoda supplies cells to multiple European OEMs, suggesting the technology may reach Western markets by 2028
Why it mattersSub-10-minute charging removes the last significant behavioural objection to EV adoption for high-mileage drivers — if the charging network can supply the power.

Volkswagen takes EUR 6B impairment as Porsche EV models miss sales targets

Volkswagen Group recorded a EUR 6 billion asset impairment charge tied primarily to slower-than-projected EV adoption in the Porsche brand's product lines — the largest single EV-related write-down the group has taken and a reflection of the gap between premium EV demand projections made in 2022 and actual order intake in 2026.

  • Impairment concentrated in Taycan and Macan EV platforms whose factory investment assumed higher volume
  • VW Group is now the third major European OEM after Stellantis and Renault to take significant EV write-downs
  • Porsche AG shares fell on the news; VW's broader restructuring plan is now under additional investor pressure
Why it mattersA EUR 6B write-down on EV investment from the company that bet most heavily on premium electrification signals that the gap between projected and actual demand is structural, not a timing issue.

Tesla opens public Megachargers for heavy trucks at California depot hubs

Tesla opened its first public-access Megacharger installations at three California freight depot locations, allowing non-Tesla Semi operators to charge at 1 MW+ rates — marking a shift from Tesla's historically closed charging network and positioning Megacharger as a standard rather than a proprietary advantage.

  • 1 MW charging can add ~200 miles of range to a loaded Class 8 truck in approximately 30 minutes
  • Locations selected at high-volume drayage corridors: Port of LA, Stockton, and Bakersfield
  • Pricing is per kWh, not per session, aligning with California Public Utilities Commission guidance for commercial EV charging
Why it mattersPublic Megachargers signal Tesla is pursuing network revenue over exclusivity — and accelerates the case for commercial fleet electrification by solving the public charging infrastructure gap for heavy trucks.

Smart #5 arrives at ~$39K with 400 kW charging, challenging Model Y

The Smart #5 midsize SUV launched in Europe at approximately EUR 36,000, offering 400 kW DC fast-charging, a 100 kWh battery, and a 500 km WLTP range — matching or exceeding Model Y Long Range on charging speed and range while undercutting it on price in key markets.

  • 400 kW peak charging adds roughly 300 km in 15 minutes on compatible chargers
  • Smart #5 is built on Geely's SEA architecture, shared with the Zeekr 001 and Volvo EX90
  • Tesla recently cut European Model Y pricing; the Smart launch adds to the downward pressure
Why it mattersA Chinese-architecture midsize SUV matching Model Y's performance numbers at a lower price is the competitive dynamic Tesla's European pricing has been trying to pre-empt — and it has now arrived.
Be subscriber #014 the weekly ten, every friday by email · no spam · unsubscribe anytime
Past days

The Daily Archive