Axios

Uber said its 40,000 London drivers will have to ditch vehicles that are not hybrid for fully electric by 2020, The Guardian reports.

Grants: Uber will be giving its drivers grants of up to £5,000 to switch to a new car. The company will put £2 million toward the grants, but users will also pay for the switchover, through a 35p surcharge imposed on London trips.

Keeping up: London is trying to clean up air pollution. Starting in 2018, all new black cabs must be electric. Uber is trying to keep pace so it is not perceived as the less eco-friendly option.

Data: NASA MODIS; Map: Lazaro Gamio / Axios Dots are infrared anomalies, most caused by fires, as seen from space. The dots disappear when they're obscured by smoke or clouds, and sometimes the satellite picks up things that aren't fires. The brighter the dot, the more likely it is to be a wildfire.

Smoke from over a hundred wildfires burning across the west is smothering the country. Thousands have been evacuated, and homes have been burned. 26,000 firefighters are burning, bulldozing and dousing flames to protect homes and lives. The above graphic shows the spread of the fires since July 15 as detected by NASA's satellites.

As the graphic shows, the fire season got off to a late start, so it's not the worst on record yet. But there are so many fires burning at once, there aren't enough people to fight them all. "We're stretched pretty thin right now in terms of resources," Jessica Gardetto, a spokesperson for the National Interagency Fire Center tells Axios.

This is a history of every Atlantic storm tracked by the National Oceanic and Atmospheric Administration since 1987.

Note: The Atlantic storm season spans June 1 through November 30. Storms do occur outside of that window, but not all of them are shown here; Data: National Oceanic And Atmospheric Administration; Chart: Chris Canipe / Axios

Wall Street's most prominent Tesla bull says an electric semi-truck that the company plans to unveil later this month might be 70% cheaper to operate than conventional diesel-powered vehicles, and may ignite a fierce contest to dominate a nascent market in intelligent trucks.

In a Sept. 6 note to clients, Morgan Stanley's auto team said it expects Tesla CEO Elon Musk to start taking $5,000 refundable deposits on the truck right after the unveiling, using the same method that in 2016 created outsized buzz around his Model 3 mainstream electric sedan. If the truck attracts thousands of orders — which the note's lead author, Ravi Shanker, said he considers a likelihood — Musk will create pressure on rivals to compete, and fleet owners to order even more trucks.

The bottom line: Shanker thinks semi-trucks will turn into a several-billion-dollar-a-year business for Tesla.