Battery Bluster, Crash Course, & Climate Gridlock


Good morning! β˜€οΈ

Buckle upβ€”it’s a bumpy ride today!

Robin Zeng of CATL is throwing shade at Tesla’s 4680 battery cells, proving that even in the EV world, the competition is fully charged. Meanwhile, GM’s Cruise just hit a transparency pothole, reminding us that self-driving tech doesn’t mean you can ghost the regulators. And as COP29 kicks off, the climate conference has sparked less β€œsaving the planet” and more β€œwhat are they even doing?”

Let’s dash into the day’s supply chain drama! 🚚⚑🌍


β€œIncredible change happens in your life when you decide to take control of what you have power over instead of craving control over what you don’t.”
— Steve Maraboli

CATL Founder Calls Out Elon Musk's Bold Battery Bet

Robin Zeng, the founder of CATL (the world's largest EV battery company), isn’t pulling punches when it comes to Tesla’s ambitious 4680 battery cells. Zeng called the tech β€œdoomed to fail” and said Musk β€œdoesn’t know how to make a battery” after a heated debate during Musk’s visit to China. Ouch.

Tesla has cranked out 100M+ of these β€œgame-changing” 4680 cells for vehicles like the Cybertruck, but reports suggest they’re still battling cost and efficiency issues. Meanwhile, CATL’s reliable lithium iron phosphate (LFP) batteries are powering EVs for Ford, Tesla China, and others, proving slow and steady might actually win the race.

πŸ’‘ Why It Matters: If Tesla stumbles, it could shake up EV supply chains, vehicle production, and logistics planning. CATL’s global influence means fleet electrification strategies are shifting in real-time.

πŸ”₯ Hot Take: Musk’s β€œmove fast and break things” style may work for software, but batteries? Not so much. Sustainability often beats speed in the logistics game.

Read more at the Verge


Cruise's Bumpy Ride with Self-Driving Tech

GM’s self-driving unit, Cruise, just learned the hard way that transparency isn’t optional. After admitting to omitting key details about a 2023 crash where a robotaxi dragged a pedestrian, the company is now paying a $500K fine and facing three years of government oversight.

The fallout? A leadership shake-up (bye, CEO and co-founder), 25% workforce cuts, and ongoing investigations from the NHTSA and SEC. Even with these challenges, Cruise is cautiously restarting supervised autonomous testing and plans to hit Uber’s platform next year.

πŸ’‘ Why This Matters: Trust is the backbone of AV adoption. If regulators and consumers lose confidence, it slows everythingβ€”driverless tech, supply chain optimizations, and future innovations.

πŸ”₯ Hot Take: Accountability isn’t just a buzzword. AV companies need to own their mistakes because in logistics (and life), trust fuels the journey.

Read more at The Guardian >


COP29: Climate Talks Under Fire

The latest UN climate conference, COP29, has people talkingβ€”but not in a good way. Critics are calling out the influence of fossil fuel lobbyists (1,700+ attendees, yikes) and slow progress on meaningful action. A letter from climate heavyweights like Ban Ki-Moon and Christiana Figueres is pushing for a shift: less endless negotiation, more actual implementation.

Data from COP29 paints a stark picture: cities like Shanghai and Houston are leading global emissions, with the Permian Basin in Texas taking the crown for worst polluting site. Small island nations are stepping in to remind us why these talks matterβ€”protecting the most vulnerable and sticking to the Paris Agreement.

πŸ’‘ Why It Matters: For logistics, stricter climate policies could reshape fuel costs, supply chains, and sustainability demands.

πŸ”₯ Hot Take: Clean logistics isn’t just a nice-to-have anymoreβ€”it’s the key to staying competitive in a climate-conscious world.

Read more at AP News >


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