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Tesla inks new nickel supply deal, inches closer to 4680 battery cell mass production
Tesla’s goal of mass-producing its 4680 battery cells recently took a significant step forward on Wednesday, when New Caledonian miner Prony Resources announced that the EV maker had agreed to purchase 42,000 tonnes of nickel in a multi-year deal. Nickel is a key material that Tesla needs for its high-powered batteries, such as the 4680 cells that are currently in pilot production at the company’s Kato Road facility in Fremont, California.
In a statement, Prony noted that it is aiming to produce 44,000 tonnes of nickel by 2024, effectively doubling its estimated 2021 output. During a news conference, Antonin Beurrier, Prony’s chief executive, confirmed that Tesla is now the mining company’s largest client to date. While he did not specify any details of Prony’s deal with Tesla, Beurrier did state that the 42,000-tonne volume for the EV maker was indicative and could vary.
The CEO added that Prony’s nickel supply agreement with Tesla had been negotiated by Swiss commodity trader Trafigura, a shareholder in the mining firm. The deal between Tesla and Prony was also signed last month. Interestingly enough, Tesla and Prony had already been associated even before their recently-announced nickel deal, as the electric car maker was an adviser on product and sustainability standards for the miner.
Prony is not alone in its role as a key nickel supplier for Tesla. Earlier this year, Tesla also signed a deal to acquire nickel from BHP’s operations in Australia. And considering Tesla’s goal of ramping its vehicle and energy storage production in the coming years, it would not be surprising if the company inks several more deals with other nickel suppliers in the near future. Tesla CEO Elon Musk, after all, has emphasized that nickel would be a key component for its long range vehicles’ batteries.
“I’d just like to re-emphasize, any mining companies out there, please mine more nickel. Wherever you are in the world, please mine more nickel and don’t wait for nickel to go back to some high point that you experienced some five years ago. Go for efficiency and environmentally-friendly nickel mining at high volume. Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way,” Musk said during last year’s Battery Day event, which featured the official unveiling of the company’s custom 4680 cells.
The Tesla CEO has been consistent on his nickel stance. During the recently-held 2021 Annual Shareholder Meeting, for example, Musk reiterated that the company’s most demanding vehicles like the Cybertruck and Tesla Semi would be using a nickel-based cathode. The Tesla CEO also reiterated the notion that the company’s Standard Range vehicles and battery storage products will use cells fitted with an iron-based cathode. “What actually matters is the cathode. Our long-range vehicles use a nickel-based cathode. But for our Standard Range vehicles and stationary vehicles, we’re using iron-based cathode,” Musk said.
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Tesla is testing a new way to eliminate a rare but concerning Supercharger issue
Tesla is testing a new way to end a rare issue at Superchargers, and its internal pilot program has already started.

Tesla is now testing a new way to eliminate a rare but concerning issue that can arise at Superchargers, especially as the company’s vehicles become more popular.
Tesla’s Supercharger Network is the most robust in the world, but the company has opened it up to other manufacturers, which makes the network even more congested than it already is.
Superchargers are continually being built, and existing stations are undergoing expansion in congested areas. However, there is one rare issue that still arises from time to time, and that’s the case of drivers cutting in line to charge before another vehicle that arrived before they did.
Tesla is rolling out a new ‘Supercharger queue’ in an effort to end one issue
A few months ago, Tesla said it would start testing a “virtual queuing” system that would tell cars what their position is in line. This would eliminate any instances of confusion between drivers and would also keep cutters from butting in front of those who arrived before them.
Now, Tesla is officially testing the program, according to Max de Zegher, the company’s North American charging head:
Pressure testing virtual queuing with the awesome @TeslaCharging teams, including for corner cases & bad actors. Public pilots next. If we get this right, it will be a big improvement for those rare cases with a wait. https://t.co/mxpFarYgJi pic.twitter.com/IgVVH2wiOe
— Max (@MdeZegher) June 26, 2025
Public pilots will begin soon at select sites after Tesla completes its internal testing. Admittedly, this is an incredibly rare issue, but it is something that is worth confronting because it will eliminate confrontations at Superchargers.
Elon Musk
Tesla still has two major milestones on track before end of Q2
Tesla still is on track to complete two monumental achievements as Q2 nears its end.

Tesla still has two major milestones it is on track to complete before the end of the second quarter, according to statements made by the automaker earlier this year.
With the launch of the Robotaxi platform in Austin on Sunday, Tesla has already completed perhaps its biggest milestone of 2025.
However, these are not the only things the company hopes to accomplish before we head into the latter half of the year, as there are two major things the company said it is aiming to complete before the third quarter starts next week.
Affordable Models
Tesla said earlier this year, on two separate occasions, that it is still on track to develop, build, and unveil the first affordable models that will be built on both the next-gen platform and also have aspects of the current vehicle platform.
Potential affordable Tesla “Model 2/Model Q” test car spotted anew in Giga Texas
In the Q4 2024 Earnings Call in January, the company said:
“Preparations are underway across our existing factories for the launch of new products in 2025, including more affordable models.”
The company continued:
“Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025. These vehicles will utilize aspects of the next generation platform as well as aspects of our current platforms and will be produced on the same manufacturing lines as our current vehicle line-up.”
Although there are only a few days left, Tesla has yet to confirm that these affordable models are delayed, so we can expect that they’ll be arriving before the quarter ends.
The company might have been hinting toward one recently at the Fremont Factory, but it is more likely that the vehicle seen was the new Model Y Performance trim:
Tesla’s apparent affordable model zips around Fremont test track
Tesla delivers itself to customers
Back in late May, CEO Elon Musk said that the first Tesla to self-deliver would happen in June:
For the past several days, Tesla has been testing self-driving Model Y cars (no one in driver’s seat) on Austin public streets with no incidents.
A month ahead of schedule.
Next month, first self-delivery from factory to customer.
— Elon Musk (@elonmusk) May 29, 2025
Tesla just launched its Robotaxi platform on Sunday, so this would be a tremendous step if it can, in fact, make this happen.
The customer would likely be extremely local to Gigafactory Texas. In the future, the company would load the vehicles onto haulers and then drive to customer homes from delivery centers, showrooms, and repair centers.
Teslas will self-deliver to customers, Elon Musk says: here’s when
Tesla has a few days left to complete both of these tasks, and then it will report delivery figures for the second quarter next week.
Elon Musk
Tesla’s Omead Afshar, known as Elon Musk’s right-hand man, leaves company: reports
Tesla’s Head of North American sales and European ops, Omead Afshar, has reportedly left the company. He was widely-known as Elon Musk’s right-hand man.

Tesla’s Omead Afshar, who is widely known as CEO Elon Musk’s right-hand man, has reportedly left the company.
Several outlets are reporting that Afshar either left voluntarily or was potentially terminated on Thursday. His LinkedIn profile has not been updated to reflect this, and still states he presently works at Tesla in the “Office of the CEO.”
Afshar was promoted to Head of North American sales and European operations late last year. We reported on his promotion in October, as he was previously a Project Manager in the Office of the CEO before Musk and co. stepped up his responsibilities.
According to the initial report on Afshar’s departure from Bloomberg, the news has been circulating throughout the company in recent days. His name no longer appears in the company’s internal directory.
It is interesting to think about what could have caused this. Tesla has felt some pressure in Europe with struggling sales figures in some markets. It is the second-best-selling EV maker in the region, with Volkswagen performing slightly better for the year, according to EU-EVs.
Tesla’s Model Y is the best-selling EV in the region.
While the company has not directly confirmed the news, it appears to be true based on the reports.
Tesla is usually relatively quick to dispel any headlines that go out from mainstream media that are not factual. This has yet to be responded to by any executive, including Musk.
Afshar has been with Tesla for seven years and ten months, first joining in September 2017 as a Project Manager in the Office of the CEO.
He then became a Project Director, before his job title was updated to a Cowboy hat emoji in July 2020, around the time Tesla started moving some things to Texas.
Forbes is reporting that Afshar was terminated and did not leave voluntarily. This has yet to be confirmed.
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