Battery suppliers from South Korea are moving production to the U.S. to compete with Chinese rivals.
According to a report from Korea IT News, as part of the Inflation Reduction Act’s passage requiring U.S.-made batteries and battery materials in electric vehicles, South Korean companies are seizing the opportunity to compete with Chinese battery suppliers who have dominated the market. Samsung, SK, LG Chem, and more are leading the seismic shift in where battery material production and assembly occurs.
There are some key components in the production of batteries: anode material, cathode material, electrolyte, separator material, and fire safety materials (primarily graphite). Production of raw resources and assembly into lithium-ion batteries has been dominated by Chinese suppliers such as CATL. Still, many companies are opening new facilities in the U.S. and South Korea to challenge the market leader.
In producing cathode and anode materials, EcoProBM and POSCO Chemical are looking to grow production outside China, mainly in the U.S. EcoProBM is looking to expand its current raw material output from 50,000 tons to 200,000 tons by 2024 and will be looking to do so at both existing South Korean plants and a new U.S. production facility. POSCO Chemical is aiming to grow production to 220,000 tons by 2025 and 440,000 tons by 2030 via a new U.S. production facility. POSCO Chemical is also one of a few companies looking to start production of artificial graphite in the U.S. via a new production facility.
Enchem, another South Korean company, is also looking to expand production in the U.S. Their facility will focus on electrolyte and separator materials.
These companies are working to feed an ever-increasing number of battery assembly factories from Samsung, LG Chem, and SK in the U.S. that are looking to meet North American demand for EVs. It is unclear how Chinese manufacturers will respond or if companies such as CATL will consider moving production to the U.S. to compete with these new domestic suppliers.
How will this affect EV prices around the world? It could lead to lower EV prices in the U.S. Domestic manufacturers will now be closer to suppliers, reducing the materials’ shipping costs. When vehicles like the Ford F150 Lightning have seen dramatic price increases due to battery supply shortages, this could be welcome news to consumers. Yet there is still a lot of time before production and assembly in the U.S. will reach a level that will influence prices.
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Elon Musk says he’s open to powering Apple’s Siri with xAI’s Grok
Siri, one of the first intelligent AI assistants in the market, has become widely outdated and outperformed by rivals over the years.
Elon Musk says he’s willing to help Apple overhaul Siri by integrating xAI’s Grok 4.1, igniting widespread excitement and speculations about a potential collaboration between the two tech giants.
Siri, one of the first intelligent AI assistants in the market, has become widely outdated and outperformed by rivals over the years.
Musk open to an Apple collaboration
Musk’s willingness to team up with Apple surfaced after an X user suggested replacing Siri with Grok 4.1 to modernize the AI assistant. The original post criticized Siri’s limitations and urged Apple to adopt a more advanced AI system. “It’s time for Apple to team up with xAI and actually fix Siri. Replace that outdated, painfully dumb assistant with Grok 4.1. Siri deserves to be Superintelligent,” the X user wrote.
Musk quoted the post, responding with, “I’m down.” Musk’s comment quickly attracted a lot of attention among X’s users, many of whom noted that a Grok update to Siri would be appreciated because Apple’s AI assistant has legitimately become terrible in recent years. Others also noted that Grok, together with Apple’s potential integration of Starlink connectivity, would make iPhones even more compelling.
Grok promises major Siri upgrades
The enthusiasm stems largely from Grok 4.1’s technical strengths, which include stronger reasoning and improved creative output. xAI also designed the model to reduce hallucinations, as noted in a Reality Tea report. Supporters believe these improvements could address Apple’s reported challenges developing its own advanced AI systems, giving Siri the upgrade many users have waited years for.
Reactions ranged from humorous to hopeful, with some users joking that Siri would finally “wake up with a personality” if paired with Grok. Siri, after all, was a trailblazer in voice assistants, but it is currently dominated by rivals in terms of features and capabilities. Grok could change that, provided that Apple is willing to collaborate with Elon Musk’s xAI.
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Tesla’s top-rated Supercharger Network becomes Stellantis’ new key EV asset
The rollout begins in North America early next year before expanding to Japan and South Korea in 2027.
Stellantis will adopt Tesla’s North American Charging System (NACS) across select battery-electric vehicles starting in 2026, giving customers access to more than 28,000 Tesla Superchargers across five countries.
The rollout begins in North America early next year before expanding to Japan and South Korea in 2027, significantly boosting public fast-charging access for Jeep, Dodge, and other Stellantis brands. The move marks one of Stellantis’ largest infrastructure expansions to date.
Stellantis unlocks NACS access
Beginning in early 2026, Stellantis BEVs, including models like the Jeep Wagoneer S and Dodge Charger Daytona, will gain access to Tesla’s Supercharger network across North America. The integration will extend to Japan and South Korea in 2027, with the 2026 Jeep Recon and additional next-generation BEVs joining the list as compatibility expands. Stellantis stated that details on adapters and network onboarding for current models will be released closer to launch, as noted in a press release.
The company emphasizes that adopting NACS aligns with a broader strategy to give customers greater freedom of choice when charging, especially as infrastructure availability becomes a deciding factor for EV buyers. With access to thousands of high-speed stations, Stellantis aims to reduce range anxiety and improve long-distance travel convenience across its global portfolio.
Tesla Supercharger network proves its value
Stellantis’ move also comes as Tesla’s Supercharger system continues to earn top rankings for reliability and user experience. In the 2025 Zapmap survey, drawn from nearly 4,000 BEV drivers across the UK, Tesla Superchargers were named the Best Large EV Charging Network for the second year in a row. The study measured reliability, ease of use, and payment experience across the country’s public charging landscape.
Tesla’s UK network now includes 1,115 open Supercharger devices at 97 public locations, representing roughly 54% of its total footprint and marking a 40% increase in public availability since late 2024. Zapmap highlighted the Supercharger network’s consistently lower pricing compared to other rapid and ultra-rapid providers, alongside its strong uptime and streamlined user experience. These performance metrics further reinforce the value of Stellantis’ decision to integrate NACS across major markets.
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Tesla FSD and Robotaxis are making people aware how bad human drivers are
These observations really show that Tesla’s focus on autonomy would result in safer roads for everyone.
Tesla FSD and the Robotaxi network are becoming so good in their self-driving performance, they are starting to highlight just how bad humans really are at driving.
This could be seen in several observations from the electric vehicle community.
Robotaxis are better than Uber, actually
Tesla’s Robotaxi service is only available in Austin and the Bay Area for now, but those who have used the service have generally been appreciative of its capabilities and performance. Some Robotaxi customers have observed that the service is simply so much more affordable than Uber, and its driving is actually really good.
One veteran Tesla owner, @BLKMDL3, recently noted that the Robotaxi service has become better than Uber simply because FSD now drives better than some human drivers. Apart from the fact that Robotaxis allow riders to easily sync their phones to the rear display, the vehicles generally provide a significantly more comfortable ride than their manually-driven counterparts from Uber.
FSD is changing the narrative, one ride at a time
It appears that FSD V14 really is something special. The update has received wide acclaim from users since it was released, and the positive reactions are still coming. This was highlighted in a recent post from Tesla owner Travis Nicolette, who shared a recent experience with FSD. As per the Tesla owner, he was quite surprised as his car was able to accomplish a U-turn in a way that exceeded human drivers.
Yet another example of FSD’s smooth and safe driving was showcased in a recent video, which showed a safety monitor of a Bay Area Robotaxi falling asleep in the driver’s seat. In any other car, a driver falling asleep at the wheel could easily result in a grave accident, but thanks to FSD, both the safety monitor and the passengers remained safe.
These observations, if any, really show that Tesla’s focus on autonomy would result in safer roads for everyone. As per the IIHS, there were 40,901 deaths from motor vehicle crashes in the United States in 2023. The NHTSA also estimated that in 2017, 91,000 police-reported crashes involved drowsy drivers. These crashes led to an estimated 50,000 people injured and 800 deaths. FSD could lower all these tragic statistics by a notable margin.
Elon Musk says he’s open to powering Apple’s Siri with xAI’s Grok
Tesla’s top-rated Supercharger Network becomes Stellantis’ new key EV asset
