Shell has unveiled its comprehensive energy transition strategy, marking a pivotal shift in its operations towards cleaner energy solutions. Shell is committed to leading the decarbonization of transport, leveraging its global presence and innovative capabilities to meet the evolving demands of customers and the environment.
The report states: “We believe growth in oil demand is set to slow in the second half of this decade and could start falling in the 2030s because of increasing vehicle efficiency and growth in electric vehicles.”
Expanding EV Charging Networks: A Future-Driven Approach
The automotive sector is at a crossroads, with around 1.3 billion cars globally consuming a quarter of the world's oil production daily. The electric vehicle market is responding, showing rapid growth from less than 3% of new car sales in 2018 to 18% in 2023, with the number of EVs on the road expected to rise from 40 million today (led in large part by Tesla) to 275 million by 2030. China leads this surge, offering affordable EV options, followed by Europe and the USA. The expansion of charging infrastructure emerges as a key factor in supporting this shift towards electric mobility.
Expanding its electric vehicle charging infrastructure is at the heart of Shell's strategy. Recognizing the rapid growth of EVs as a crucial element in reducing emissions, Shell plans to increase its public charging points. With approximately 54,000 public charge points at the end of 2023, Shell is on track to boost this number to around 70,000 by 2025 and aims for an ambitious target of 200,000 by 2030. This expansion aligns with the global surge in EV adoption and caters to the increasing demand for accessible and convenient charging options.
Strategic Divestments and Market Adaptation
Shell's strategy includes divesting approximately 500 Shell-owned sites (including joint ventures) annually in 2024 and 2025. This decision reflects a strategic pivot towards markets with higher demand for low-carbon solutions, such as China, Europe, and the USA. By aligning its portfolio with the changing needs of its customers and the broader energy landscape, Shell aims to maintain its leadership in the energy sector while navigating the transition to a low-carbon economy efficiently.
Shell's largest EV charging station in the world, located in Shenzhen, China, exemplifies the company's efforts in this area. Featuring 258 fast-charging points and partially powered by rooftop solar panels, this facility highlights Shell's commitment to integrating renewable energy sources into its operations, providing a model for future developments.
Shell's executives, including Chair Sir Andrew Mackenzie and CEO Wael Sawan, strongly believe in the company's strategic direction. Emphasizing the importance of innovation and global reach, Shell aims to leverage its capabilities to deliver low-carbon energy solutions that meet today's needs and pave the way for a cleaner, more sustainable future. Tesla may have some competition in becoming the “gas” station of the future.
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Tesla maintains two primary software branches: the main feature branch and the FSD branch. In general, the FSD branch lags behind on new features pushed to the main branch but provides a more recent FSD version.
However, now Tesla is updating the main branch to a much more recent version of FSD.
Current FSD Build & Shadow Mode
Nowadays, the main branch always includes an older but stable build of FSD. It’s been on FSD V12.3.6 since July 2024. So, if you subscribe to FSD in North America, this is the FSD version you’ll receive until you get added to the FSD track.
Even if you don’t subscribe to or have purchased FSD, your vehicle has v12.3.6 on it. That includes vehicles in regions where FSD isn’t available for general use, such as Europe and China. In those cases, FSD runs in Shadow Mode, providing training data to Tesla if you’ve agreed to their data privacy policies. So Tesla is always analyzing what the vehicle would do compared to what the driver does. When there are contradictions, these are the clips and data Tesla will want to analyze.
FSD V12.5.4.2 on Main Branch
For the first time in five months, Tesla has now updated the baseline version of FSD in the main branch. The new version included with 2024.44 updates is FSD v12.5.4.2. This Tesla is updating the baseline FSD version to FSD V12.5.4.2
FSD 12.5 includes many features for a much smoother experience compared to FSD 12.3.6. Many users will appreciate that it gets rid of the steering wheel nag and instead relies on the cabin camera to provide real-time driver monitoring. This version also includes support for sunglasses with driver monitoring. It’ll be a big upgrade for anyone coming from FSD 12.3.6.
It's always a good thing when Tesla updates the baseline FSD version—that means that Tesla is confident that this new baseline is considerably safer and will continue to train the fleet against it.
What Update Am I Getting?
If you’re already on FSD V12.5.4.2, you’ll likely remain on that FSD build unless V13.3 manages to make its way to the public as Tesla originally planned, but that’s unlikely to happen before the Thanksgiving holiday. In all likelihood, you’ll be getting update 2024.44, which will give you some additional Tesla features while keeping you on the same FSD version.
For those who are already on 2024.44 - if you subscribe now, you’ll have V12.5.4.2 enabled on your vehicle.
If you have a Cybertruck, then you’ll receive update 2024.39.5 with FSD V12.5.5.3. They’re on a unique build for the moment, and this will likely be the case until Tesla acquires enough training data from the Cybertruck fleet.
The Cybertruck is having an eventful November. Just last week, we shared the news that Tesla isn’t offering their in-house wrap service for the Cybertruck anymore; the Foundation Series is now available in inventory in select US locations, Crossbars have arrived, and faster charging is around the corner. Now there’s even more to discuss about the stainless steel beast.
Projection Puddle Lights
Like the recently launched puddle lights for the Model 3 and Model Y, Tesla has introduced a set of add-on Projector Puddle Lights for the Cybertruck. These Cybertruck-specific ones go for $75 USD, or $105 CAD and are available in both the Canadian and US Tesla stores.
However, these don’t have the Tesla wordmark - instead, they feature the iconic Cybertruck symbol and, in our opinion, look even nicer. Here’s to hoping Tesla also introduces a set with the graffiti-style Cybertruck wordmark.
Powershare in Canada
While the Foundation Series Cybertruck has been getting delivered in Canada since November 7th, there was no news on Powershare being supported due to regulatory constraints. On the 20th, Foundation Series owners in Canada began to receive emails to get their Powershare installs started through Tesla’s official installer - Qmerit.
More to follow on pricing and the process as we receive our Canadian quote from Qmerit soon.
FSD in Canada
The Cybertruck Program Manager, Siddhant Awasthi, confirmed that with Powershare now becoming available, FSD for the Cybertruck in Canada will also become available soon. Canadian trucks shipped with a factory software build that didn’t include FSD, but did include TACC and stoplight/traffic control.
Early this morning Tesla began rolling out a new version of FSD 12.5.5.3 for the Cybertruck, which is update 2024.39.5. Will this be the version that rolls out in Canada?
Update: Yesterday, Tesla started rolling out FSD on the Cybertruck in Canada for the first time. The update being rolled out is update 2024.39.5, which not only features the latest FSD available on the Cybertruck, version 12.5.5.3, but it also includes all the features update 2024.38, which includes the huge Sentry Mode improvements that reduce power consumption by about 40%.
Following Integrated Flight Test 6 for SpaceX’s Starship, Elon Musk confirmed that uncrewed Starships are likely to begin making their way to Mars in about 2 years. You’re probably going to ask what’s going to be in those Starships - that’s what Brett Winston on X asked as well. Elon confirmed that Cybertrucks and Optimus robots will be among some of the first items landing on Mars.
That’s a ton of awesome news for Cybertruck, and there’s absolutely going to be more around the corner, especially as we await the big Tesla Holiday Update. While you wait, why not take a look at our Holiday Update Wishlists?
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