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Tesla gets closer to volume battery cell production with 5-year lithium supply deal

(Credit: Tesla)

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Australian mining firm Piedmont Lithium announced on Monday that it has signed a five-year supply deal with Tesla. Under the terms of the two companies’ agreement, Piedmont would be supplying about a third of its planned 160,000-tonnes-per-year spodumene concentrate produce from its North Carolina mines to the American electric car maker.

In a press release, Piedmont noted that while its initial agreement with Tesla is set for five years, both companies have an option to extend the contract for another five years. The Australian mining firm added that while its initial agreement with Tesla represents about one-third of its North Carolina mine’s expected 160,000 tonnes per annum production, more lithium could be delivered to Tesla if needed.

Deliveries for Tesla’s lithium could begin between July 2022 and July 2023 based on the developmental schedules of Tesla and Piedmont. In a statement, Keith Phillips, the President and Chief Executive Officer of Piedmont Lithium, expressed his excitement about the Tesla deal. Phillips also noted that Piedmont will be accelerating its mining development in order to support Tesla’s plans.

“We are excited to be working with Tesla, which represents the start of the US domestic lithium supply chain and a disruption to the current value chain. The Agreement highlights the strategic importance of Piedmont’s unique American spodumene deposit and confirms the trend toward spodumene as the preferred feedstock for the lithium hydroxide required in high-nickel batteries.

“We will now accelerate our mine/concentrator development to support Tesla’s plans, work to further expand our mineral resources, and potentially increase our planned annual spodumene concentrate production capacity. We will simultaneously be advancing our plans to produce lithium hydroxide in North Carolina, using a combination of internally produced spodumene concentrate as well as material sourced from other producers around the world,” Phillips said.

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The Tesla deal appears to have been appreciated by the Australian miner’s shares. Following its announcement, Piedmont Lithium’s shares experienced an 83% surge.

Tesla’s battery cell production initiative has captured the attention of the electric vehicle sector. During the company’s Battery Day event, Tesla outlined its cell production program, which involves a ground-up redesign of the batteries that are utilized for the company’s vehicles and energy storage products. The result of Tesla’s efforts was the Roadrunner cell, which adopts a 4680 form factor, allowing it to have 5x the volume of the 2170 cells used in the Model 3 and Model Y.

But for Tesla to attain its battery production goals, it would have to seal the deal with companies like Piedmont Lithium, which could supply the electric car maker with the necessary materials to produce battery cells. Previous reports have indicated that the company is already in the process of securing partners for its battery production push. Apart from Piedmont Lithium, for example, reports have indicated that Tesla is in talks with Canadian mining firm Giga Metals about the development of a low-carbon nickel mine, which will also be built in North America.

Piedmont Lithium’s press release could be accessed below.

Piedmont Lithium Deal by Simon Alvarez on Scribd

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla dominates Cars.com’s Made in America Index with clean sweep

Tesla continues to dominate Cars.com’s Made in America Index with a clean sweep of the Top 4 spots.

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Credit: Tesla

Tesla has dominated the Cars.com Made-in-America Index with a clean sweep of the top four spots. All four Tesla vehicles that were eligible for the analysis placed in the top four.

The Model 3 overtook the Model Y for first place this year. The all-electric crossover was first in 2024, but the Model 3 managed to overtake its sibling vehicle to claim the top spot in 2025. The Model Y took second, while the Model S took third, and the Model X took fourth.

This is an improvement from last year, as the Model Y took first, but the Model S and Model X placed fourth and ninth, respectively. The Model 3 was not in the Top 10 in 2024.

“Tesla continues to lead, claiming the top four spots and showcasing its commitment to domestic production. About 25% of the more than 400 vehicles on sale in the U.S. made this year’s AMI, and whether a vehicle is No. 1 or No.99, it contributes to the U.S. economy,” Patrick Masterson, lead researcher for the program, said.

More than 400 vehicles were analyzed for this year’s study, with Cars.com officially ranking 117 of them. There were two other EVs in the Top 10, as the Kia EV6 took sixth place, and the Volkswagen ID.4 finished in tenth.

This year’s study reflected major geographic and strategic shifts across the automotive industry. Of the 117 vehicles ranked in the program, they were produced at 36 domestic factories, leaving only 11 total factories that did not yield a car on the list. There are 47 assembly plants in operation in the U.S.

However, there still has not been a vehicle to quite reach the 100 percent domestic parts content, something that is extremely elusive. Masterson says the global supply chain is still extremely crucial to even the most American-built cars on the market.

The average domestic parts content of the Top 10 cars was 83.4 percent in 2006, but that number has shrunk to 70.3 percent in this year’s rankings.

Some might wonder where cars like the Tesla Cybertruck or Rivian R1T are on the list. However, these vehicles did not qualify because the study only considers cars under a gross weight of 8,500 pounds.

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Tesla China roars back with highest vehicle registrations this Q2 so far

Tesla China’s 80% week-over-week growth was the most notable among Chinese EV brands.

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Credit: Tesla China

Tesla China saw a notable rise in new vehicle registrations in the week of June 9 to 15, 2025. During the week, Tesla China’s registrations saw an impressive 80% week-over-week increase, resulting in the electric vehicle maker posting its highest insurance registration figures this Q2 so far. 

Tesla China Roars Back

During the week ending June 15, 2025, Tesla China saw 15,500 insurance registrations. This represents an 80% increase from the previous week’s 8,640 units. This is also the highest number of registrations that Tesla has posted in China for the past ten weeks, as noted in a CNEV Post report.

Tesla watchers have observed that the electric vehicle maker’s 80% week-over-week growth was the most notable among Chinese EV brands. Following Tesla was Xpeng, which saw a 52% week-over-week growth to 6,400 registrations, and Nio, which saw a 9.3% week-over-week increase to 4,700 registrations. 

Tesla China does not report its weekly vehicle registration figures, though the company’s overall performance in the Chinese auto market can be inferred through new vehicle registration data. Fortunately, these registrations are closely tracked and reported by industry watchers, as well as automakers like Li Auto.

Tesla Model Y Impact

Industry watchers estimate that Tesla China was able to deliver 11,200 new Model Y units to customers in the week ending June 15. This represents a week-over-week improvement of about 85% from the previous week. This bodes well for the revamped all-electric crossover, as it suggests that demand for the vehicle remains strong.

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The new Model Y is Tesla’s highest volume seller. Thus, it would not be a surprise if the company’s numbers this Q2 2025 end up relying on the sales figures of the revamped all-electric crossover. Fortunately, Tesla has two more weeks before the quarter ends, which should be enough to increase its quarterly sales numbers to a notable degree.

Tesla’s domestic sales in China totaled 38,588 units in May, down 30% year-over-year but up 34% percent from April, as per data from the China Passenger Car Association (CPCA). In the same month, Giga Shanghai also exported 23,074 vehicles in May.

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SpaceX Ax-4 Mission prepares for ISS with new launch date

SpaceX, Axiom Space, and NASA set new launch date for the Ax-4 mission after addressing ISS & rocket concerns.

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(Credit: SpaceX)

SpaceX is preparing for a new launch date for the Ax-4 mission to the International Space Station (ISS).

SpaceX, Axiom Space, and NASA addressed recent technical challenges and announced a new launch date of no earlier than Thursday, June 19, for the Ax-4 mission. The delay from June 12 allowed teams to assess repairs to small leaks in the ISS’s Zvezda service module.

NASA and Roscosmos have been monitoring leaks in the Zvezda module’s aft (back) segment for years. However, stable pressure could also result from air flowing across the hatch seal from the central station. As NASA and its partners adapt launch schedules to ensure station safety, adjustments are routine.

“Following the most recent repair, pressure in the transfer tunnel has been stable,” a source noted, suggesting the leaks may be sealed.

“By changing pressure in the transfer tunnel and monitoring over time, teams are evaluating the condition of the transfer tunnel and the hatch seal between the space station and the back of Zvezda,” the source added.

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SpaceX has also resolved a liquid oxygen leak found during post-static fire inspections of the Falcon 9 rocket, completing a wet dress rehearsal to confirm readiness. The Ax-4 mission is Axiom Space’s fourth private astronaut trip to the ISS. It will launch from NASA’s Kennedy Space Center in Florida on a Falcon 9 rocket with a new Crew Dragon capsule.

“This is the first flight for this Dragon capsule, and it’s carrying an international crew—a perfect debut. We’ve upgraded storage, propulsion components, and the seat lash design for improved reliability and reuse,” said William Gerstenmaier, SpaceX’s vice president of build and flight reliability.

The Ax-4 mission crew is led by Peggy Whitson, Axiom Space’s director of human spaceflight and former NASA astronaut. The Ax-4 crew includes ISRO astronaut Shubhanshu Shukla as pilot, alongside mission specialists Sławosz Uznański-Wiśniewski from Poland and Tibor Kapu from Hungary. The international team underscores Axiom’s commitment to global collaboration.

The Ax-4 mission will advance scientific research during its ISS stay, supporting Axiom’s goal of building a commercial space station. As teams finalize preparations, the mission’s updated launch date and technical resolutions position it to strengthen private space exploration’s role in advancing space-based innovation.

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