News
Biden’s $3bn EV battery manufacturing allocation is only half the battle: mining expert
Mining expert Trent Mell, CEO of Electra Battery Materials, is pleased about the Biden Administration’s allocation of $3.1 billion to promote the domestic manufacturing of electric vehicle batteries in the United States. However, Mell says the manufacturing is only half the battle, as more focus will be needed on the upstream activities of the EV battery manufacturing supply chain.
Yesterday, we reported the Biden Administration had officially announced it would launch a $3.16 billion plan to boost U.S.-based manufacturing of electric vehicle batteries. The funding will support grants to build and develop battery and battery component manufacturing facilities within the United States.
Biden Administration announces $3bn plan for U.S.-based EV battery manufacturing
The move is a small part of a much larger shift to electric vehicles, a plan that the U.S. has put in place to catch up with leaders China and Europe, who have adopted EVs at a much larger rate than Americans have. The U.S. government has set aside external goals of having 50 percent of all passenger sales be electric by 2030. Additionally, the U.S. government wants 600,000 cars and trucks within the federal fleet to be EVs by 2035.
Mell, who has pushed for domestic manufacturing of batteries and mining practices in North America, has positive thoughts regarding the new $3.14 billion Biden plan to push for more battery production in the U.S. A nudge to the largest battery manufacturers globally to invest with plants in the United States is undoubtedly a good thing, but Mell has concerns about sourcing materials and whether more facilities means more mining.
“It appears that this $3.1 billion in funding for cell plants will largely end up in the hands of some of the largest companies already operating in the EV supply chain,” Mell told Teslarati. “If my assessment is correct, the opportunity here is to convince the large, established battery makers to invest in America over other western economies. “
It is true that many of the largest battery manufacturers in the world have been scouting land in the United States, Canada, and other North American territories for potential cell production projects. CATL, the world’s largest supplier of lithium-ion battery cells, has been scouting sites for a new $5 billion manufacturing plant in the region to supplement the growing EV transition and its need for EV batteries. Building the cells is not an issue, but sourcing materials for them is.
This is where Mell’s concerns begin to rise. As battery manufacturing plants are great, there needs to be a bigger focus on upstream and midstream activities that would supplement the entire supply chain’s ability to remain consistent. “What western economies really need are new investments in upstream activities (mining) and in the midstream (chemical plants),” Mell told us in an emailed statement. “This part of the supply chain is more capital constrained and the investment cycle is a much longer one. If we don’t invest further up the supply chain, all of these battery plants will face a shortage of raw materials.”
Mell pushed for automotive CEOs, like Tesla’s Elon Musk and Ford’s Jim Farley, to pressure more EV battery material sourcing within the U.S. to reduce dependence on foreign sources. After nickel prices rose from $30,000 to $100,000 per metric ton, President Biden invoked the Defense Production Act to surge domestic production of EV materials. However, more long-tail investments need to be pushed on mining and obtaining these materials domestically, which could affect the production of EV batteries down the road.
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Tesla CEO Elon Musk revealed today on the social media platform X that legacy automakers, such as Ford, General Motors, and Stellantis, do not want to license the company’s Full Self-Driving suite, at least not without a long list of their own terms.
“I’ve tried to warn them and even offered to license Tesla FSD, but they don’t want it! Crazy,” Musk said on X. “When legacy auto does occasionally reach out, they tepidly discuss implementing FSD for a tiny program in 5 years with unworkable requirements for Tesla, so pointless.”
I’ve tried to warn them and even offered to license Tesla FSD, but they don’t want it! Crazy …
When legacy auto does occasionally reach out, they tepidly discuss implementing FSD for a tiny program in 5 years with unworkable requirements for Tesla, so pointless. 🤷♂️
🦕 🦕
— Elon Musk (@elonmusk) November 24, 2025
Musk made the remark in response to a note we wrote about earlier today from Melius Research, in which analyst Rob Wertheimer said, “Our point is not that Tesla is at risk, it’s that everybody else is,” in terms of autonomy and self-driving development.
Wertheimer believes there are hundreds of billions of dollars in value headed toward Tesla’s way because of its prowess with FSD.
A few years ago, Musk first remarked that Tesla was in early talks with one legacy automaker regarding licensing Full Self-Driving for its vehicles. Tesla never confirmed which company it was, but given Musk’s ongoing talks with Ford CEO Jim Farley at the time, it seemed the Detroit-based automaker was the likely suspect.
Tesla’s Elon Musk reiterates FSD licensing offer for other automakers
Ford has been perhaps the most aggressive legacy automaker in terms of its EV efforts, but it recently scaled back its electric offensive due to profitability issues and weak demand. It simply was not making enough vehicles, nor selling the volume needed to turn a profit.
Musk truly believes that many of the companies that turn their backs on FSD now will suffer in the future, especially considering the increased chance it could be a parallel to what has happened with EV efforts for many of these companies.
Unfortunately, they got started too late and are now playing catch-up with Tesla, XPeng, BYD, and the other dominating forces in EVs across the globe.
Tesla is backtracking on a strange adjustment it made to its in-car Navigation feature after numerous complaints from owners convinced the company to make a change.
Tesla’s in-car Navigation is catered to its vehicles, as it routes Supercharging stops and preps your vehicle for charging with preconditioning. It is also very intuitive, and features other things like weather radar and a detailed map outlining points of interest.
However, a recent change to the Navigation by Tesla did not go unnoticed, and owners were really upset about it.
For trips that required multiple Supercharger stops, Tesla decided to implement a naming change, which did not show the city or state of each charging stop. Instead, it just showed the business where the Supercharger was located, giving many owners an unwelcome surprise.
However, Tesla’s Director of Supercharging, Max de Zegher, admitted the update was a “big mistake on our end,” and made a change that rolled out within 24 hours:
The naming change should have happened at once, instead of in 2 sequential steps. That was a big miss on our end. We do listen to the community and we do course-correct fast. The accelerated fix rolled out last night. The Tesla App is updated and most in-car touchscreens should…
— Max (@MdeZegher) November 20, 2025
The lack of a name for the city where a Supercharging stop would be made caused some confusion for owners in the short term. Some drivers argued that it was more difficult to make stops at some familiar locations that were special to them. Others were not too keen on not knowing where they were going to be along their trip.
Tesla was quick to scramble to resolve this issue, and it did a great job of rolling it out in an expedited manner, as de Zegher said that most in-car touch screens would notice the fix within one day of the change being rolled out.
Additionally, there will be even more improvements in December, as Tesla plans to show the common name/amenity below the site name as well, which will give people a better idea of what to expect when they arrive at a Supercharger.
News
Dutch regulator RDW confirms Tesla FSD February 2026 target
The regulator emphasized that safety, not public pressure, will decide whether FSD receives authorization for use in Europe.
The Dutch vehicle authority RDW responded to Tesla’s recent updates about its efforts to bring Full Self-Driving (Supervised) in Europe, confirming that February 2026 remains the target month for Tesla to demonstrate regulatory compliance.
While acknowledging the tentative schedule with Tesla, the regulator emphasized that safety, not public pressure, will decide whether FSD receives authorization for use in Europe.
RDW confirms 2026 target, warns Feb 2026 timeline is not guaranteed
In its response, which was posted on its official website, the RDW clarified that it does not disclose details about ongoing manufacturer applications due to competitive sensitivity. However, the agency confirmed that both parties have agreed on a February 2026 window during which Tesla is expected to show that FSD (Supervised) can meet required safety and compliance standards. Whether Tesla can satisfy those conditions within the timeline “remains to be seen,” RDW added.
RDW also directly addressed Tesla’s social media request encouraging drivers to contact the regulator to express support. While thanking those who already reached out, RDW asked the public to stop contacting them, noting these messages burden customer-service resources and have no influence on the approval process.
“In the message on X, Tesla calls on Tesla drivers to thank the RDW and to express their enthusiasm about this planning to us by contacting us. We thank everyone who has already done so, and would like to ask everyone not to contact us about this. It takes up unnecessary time for our customer service. Moreover, this will have no influence on whether or not the planning is met,” the RDW wrote.
The RDW shares insights on EU approval requirements
The RDW further outlined how new technology enters the European market when no existing legislation directly covers it. Under EU Regulation 2018/858, a manufacturer may seek an exemption for unregulated features such as advanced driver assistance systems. The process requires a Member State, in this case the Netherlands, to submit a formal request to the European Commission on the manufacturer’s behalf.
Approval then moves to a committee vote. A majority in favor would grant EU-wide authorization, allowing the technology across all Member States. If the vote fails, the exemption is valid only within the Netherlands, and individual countries must decide whether to accept it independently.
Before any exemption request can be filed, Tesla must complete a comprehensive type-approval process with the RDW, including controlled on-road testing. Provided that FSD Supervised passes these regulatory evaluations, the exemption could be submitted for broader EU consideration.
Tesla CEO Elon Musk sends rivals dire warning about Full Self-Driving
Tesla backtracks on strange Nav feature after numerous complaints
