

News
Elon Musk’s Tesla Model 3 cobalt-free strategy is ushering in an LFP battery movement
About a year ago, Tesla effectively shocked the electric vehicle industry by announcing that the Made-in-China Model 3 Standard Range Plus would be using lithium iron phosphate (LFP) batteries produced by Contemporary Amperex Technology (CATL). It seemed like an unprecedented decision, considering the company’s image as a maker of fast, powerful, premium cars.
LFP batteries are cheaper to produce than NCM (nickel-cobalt-manganese) and NCA (nickel-cobalt-aluminum) batteries, but they generally have lower energy density. This meant that usually, vehicles equipped with LFP cells end up lacking in range and charging. Tesla’s move towards LFP could then be considered a gamble–one that could have resulted in drawbacks for the Model 3 in China.
Today, it seems safe to say that the Silicon Valley-based electric car maker’s gamble has been successful. Recent tweets from Elon Musk even point to the idea that LFP is the way to go for Tesla’s standard range vehicles. This was especially notable, considering that cobalt and nickel prices have been rising over the past years. And with the advent of more electric cars in the market, securing more long-term supply for raw materials is incredibly important.
True to form, Tesla’s adoption of LFP batteries was immediately felt by the greater battery market. As noted in a Mining.com report, the 55KWh LFP-battery Tesla Model 3 from China captured 5.9% of the global full electric car market in terms of battery capacity in its second full month of sales. This was despite the Made-in-China Model 3 not being sold in the United States.
Based on Adamas Intelligence data, the momentum of Tesla’s LFP-equipped Model 3 only increased from that point. Propelled further by deliveries to Europe, the LFP-battery China-made sedan comprised 46% of all Model 3 sales in January and a remarkable 32% of the battery capacity in all LFP-equipped cars globally. This trend, Adamas’ data showed, boosted LFP’s overall share in the global battery market in terms of capacity to 18.5% in January 2021.
This was a remarkable milestone for LFP batteries, considering that it only commanded 1% at the beginning of last year and 3% by June 2020. Adamas Intelligence’s Head of Data and Analytics Alla Kolesnikova noted that the momentum of LFP cells had been particularly felt in China. In 2020, the adoption of the cobalt-free batteries saw a resurgence in the market, with both veteran automakers and younger EV companies adopting the technology.
“LFP battery capacity deployed onto roads increased six-fold and we continue to see cathode manufacturers ramping up output and a growing list of the automakers in China announcing upcoming model-versions that will incorporate LFP cells. Among the more prominent are Xpeng, Seres, and VW,” Kolesnikova said.
Roskill, one of the world’s first management consultancies and a key player in critical materials supply chain intelligence, has determined that LFP cathode and precursor material manufacturing capacity is currently up 10-fold in January-February 2021 compared to the same months in 2020. A good part of this is the adoption of the batteries by notable EV players like Tesla, as well as breakthroughs in the cobalt-free batteries themselves.
Roskill analyst Kevin Gunan Shang noted that LFP batteries are looking to be an excellent fit for cell-to-pack manufacturing, which would be adopted by Tesla for its mass-market vehicles like the Model Y. The analyst also pointed to the claims of Volkswagen-backed Chinese battery manufacturer Gotion, which noted that its latest LFP battery had achieved a cell-level energy density of 210 Wh/kg, putting it on par with NCM 523.
Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up.
News
Tesla Full Self-Driving’s new version officially gets a wider rollout
So far, v14 has introduced a handful of new features and improvements, but the first versions needed refinement before Tesla made an effort to expand the population. It had issues with a brake stutter, but this has been mostly resolved.

Tesla’s newest Full Self-Driving version is officially rolling out wider to customers outside of the Early Access Program (EAP), in preparation for a total launch of the new v14 suite.
Over the past several weeks, Tesla has been working to refine its new v14 Full Self-Driving (Supervised) in an effort to have it ready for the entire fleet of vehicles in the United States. We are lucky enough to be in the EAP, so we’ve been able to test new features and rollouts first-hand.
So far, v14 has introduced a handful of new features and improvements, but the first versions needed refinement before Tesla made an effort to expand the population. It had issues with a brake stutter, but this has been mostly resolved.
Additionally, the rollout of the new Mad Max Speed Profile has gathered some attention.
🚨 Tesla “Mad Max” testing on FSD v14.1.2
It drives like a human being! Consistent lane changes, keeps up with quicker traffic, very refined
Well done Tesla Team pic.twitter.com/wzTucDhczA
— TESLARATI (@Teslarati) October 19, 2025
Now that Tesla has started rolling out v14.1.3 yesterday to EAP members, the company ultimately decided that it was time to expand the software to more vehicles, as many owners are reporting that they’re receiving it:
We are SOOOO BACK!
v14.1.3 installing on my 2024 Model 3!@WholeMarsBlog pic.twitter.com/uNHOc9fyV8— Joseph (@ScarantinoX) October 20, 2025
Additionally, the suite has started to expand to Model S and Model X vehicles, so this rollout is not exclusive to Model 3 and Model Y:
I did over an hour of driving with FSD v14.1.3 in my Model S tonight and experienced 0 disengagements. First impressions video uploading shortly… pic.twitter.com/aFfmBphAsC
— Dan Burkland (@DBurkland) October 21, 2025
The only issue with this rollout is that it still appears to be missing the Cybertruck, which Tesla was transparent about earlier this month. Although the company planned to release v14 to Cybertrucks by the end of the month, there has been no hint that this is going to happen.
This is already the third iteration of v14 in the past two weeks, indicating that Tesla is truly addressing the shortcomings of past versions and rolling out updates as quickly as possible.
News
Tesla makes crazy move to spur short-term demand in the U.S.

Tesla has made a crazy move with its leasing terms in the United States to spur demand in the short term, as Q4 is moving along quickly.
The move is one that is pretty crazy in terms of the lease price, as one of the deals shows a drop of nearly one-quarter of the previous pricing. These deals are obviously being started to really drive demand over the next week and a half.
Tesla has offered new leasing terms on the Model 3, Model Y, and Cybertruck, cutting lease prices by 23 percent for the Model 3, 15 percent for the Model Y, and 7 percent for the Cybertruck.
New prices on these leases are as follows:
- Tesla Model 3: $329/mo, down from $429 — 23 percent discount
- Tesla Model Y: $449/mo, down from $529 — 15 percent discount
- Tesla Cybertruck: $699/mo, down from $749 — 7 percent discount
The lease terms are $3,000 down, a 36-month lease term, and 10,000 miles per year. Tesla is also showing $0 down lease prices automatically on its website.
For the Model 3, these same terms with $0 down would be $419. The Model Y with $0 down would be $543 a month, and the Cybertruck would be $851 a month.
These terms are also for the entry-level configurations of each vehicle, so for the Model 3, it’s the Model 3 Standard. The Model Y price is for the Model Y Standard, and the Cybertruck is the All-Wheel-Drive.
Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings
Tesla shows on their website that these lease deals are incredibly short-term and will adjust accordingly on November 1.
Why Tesla is launching these deals for ten days is not necessarily known, but it seems as if the company might be testing demand, as lease deals for the latter half of Q4 could be in the works.
Tesla traditionally launches some pretty tasty deals at the end of each quarter, but this move is somewhat interesting simply because it is not even remotely long-term.
It will be a good test to see if people are more incentivized to wait for these deals now that the $7,500 tax credit has been removed.
News
Tesla Sweden faced with fresh strike from elevator company
Telecom and elevator service providers are the latest to join the widening labor blockade against the EV maker.

Tesla’s operations in Sweden are facing fresh pressure as multiple unions intensify their long-running dispute against the electric vehicle maker. Industrial groups IF Metall and Seko have announced new blockades affecting elevator maintenance and telecom services, escalating their ongoing conflict with Tesla Sweden.
Work stoppages expand to elevator maintenance
Starting October 29, elevator manufacturer Cibes Kalea Sverige will halt all service and maintenance work at Tesla’s facilities under a full blockade ordered by IF Metall. The union’s move targets elevator service visits, which are typically required four times a year in Sweden. Cibes Kalea employs around 70 workers across six sites in Sweden and provides both passenger and freight elevator systems to clients, including Tesla, as noted in a report from Dagens Arbete.
The industrial action follows months of escalating measures from IF Metall, which has aimed to pressure Tesla into signing a collective bargaining agreement. Since early September, the union has initiated several blockades across Tesla’s Swedish network, including work stoppages involving suppliers like Holtab and Linde Material Handling.
This was despite Sweden’s Mediation Institute throwing in the towel at the unions and Tesla’s conflict. “We have tried in every possible way to get the parties to come closer to each other in a way that allows this conflict to end. But now we have come to the end of the road and have realized that it is just as good to end the case,” Director General Irene Wennemo said.
Telecom workers join expanding blockade
In a separate escalation, Seko, another major Swedish union, announced a strike targeting Tesla’s telecommunications infrastructure. “We are now putting a notice on the telecom area and this means that when it comes to networks, fiber or telephony, for example, we will not help where Tesla needs either service, maintenance or new installation of these parts,” Seko chair Gabriella Lavecchia told Sveriges Radio.
Seko has already initiated blockades against Tesla’s postal service and charging stations. The union expects the telecom blockade to have even broader effects given Tesla’s reliance on connectivity for its charging and digital services. “There aren’t many companies in Sweden today that don’t need telephony, fiber, networks, and I would guess that Tesla needs it more than many others,” Lavecchia said.
With 12 strike notices issued in just a few weeks, the conflict shows no signs of easing as unions continue to coordinate pressure through multiple sectors.
-
Elon Musk4 days ago
SpaceX posts Starship booster feat that’s so nutty, it doesn’t even look real
-
Elon Musk3 days ago
Tesla Full Self-Driving gets an offer to be insured for ‘almost free’
-
News3 days ago
Elon Musk confirms Tesla FSD V14.2 will see widespread rollout
-
News4 days ago
Tesla is adding an interesting feature to its centerscreen in a coming update
-
News6 days ago
Tesla launches new interior option for Model Y
-
News5 days ago
Tesla widens rollout of new Full Self-Driving suite to more owners
-
Elon Musk4 days ago
Tesla CEO Elon Musk’s $1 trillion pay package hits first adversity from proxy firm
-
News6 days ago
Tesla makes big move with its Insurance program