Over the weekend, Elon Musk commented on a post about electric buses in Norway – and confirmed that Tesla doesn’t intend to build electric buses.
Let’s examine the context of the comment and then see what we know about Tesla’s future plans.
Norwegian Electric Buses
Norway launched a set of electric buses last year, which struggled to perform their routes in the cold winters. As many know, EVs tend to lose range at colder temperatures as some energy is used to keep the battery warm. Some of this energy use can be offset by preconditioning the battery and the cabin and using bigger batteries in colder regions.
These Norwegian buses, the Urbino series built by Solaris, have batteries that are too small to operate on the routes planned by Norway’s transport services in the winter. Heating the massive cabins takes too much energy, which isn’t too big of a surprise.
What’s most interesting is that these Solaris buses are heated with a heat pump—which is still hyper-efficient. Sadly, the battery is just too small, and Norway’s transport services didn’t account for the loss in efficiency in the winter months. Depending on ambient temperatures and the exact route, that could be anywhere from a 5% to a 30% reduction in range.
Instead, Norway intends to install mini diesel generators to power the cabin heating – thereby making these buses into hybrids rather than pure EVs. This is an interesting move – especially as Norway is a leader in the EV transition, with a 92% pure EV market share for new vehicles.
Tesla and Electric Buses
Elon’s confirmation that EV buses aren’t needed comes on the heels of some other super-important statements. He confirms that Teslas – in particular – can handle operating well even above the Arctic Circle. This is especially true after the Cybertruck Arctic Expedition where two Cybertrucks traveled all the way to the Arctic Ocean.
What’s key here is that Elon is implying that when Tesla rolls out Unsupervised FSD, there won’t be a need for buses. Instead, people needing a transportation option in urban areas can look forward to using a Robotaxi to get around in warmth. He has previously mentioned that we can expect the price of a Robotaxi fare to rival the cost of a bus ticket.
While traditional taxis are less efficient pound-for-pound in transporting people and reducing traffic, Robotaxis on the other hand have the option to reduce traffic by intelligently speaking to the fleet, analyzing traffic patterns, and autonomously adjusting their routes to best fit the destination.
Tesla also didn’t have anything nearly bus-shaped in their investor decks, so this seems to be in-line with their long-term goals. We can likely expect a commercial van though, so there’s plenty to look forward to.
All in all, Tesla won’t need an EV bus – instead, they’ll just produce a few more Robotaxis to make sure one is available to pick up passengers. Speaking of Robotaxi – the event is coming up very soon! We just saw a camouflaged prototype, and sign-ups for the Robotaxi Event draw just ended.
