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EV transition to be propelled by massive rare earth elements discovery

Credit: LKAB

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The Swedish state-owned mining company, LKAB, has identified the world’s largest reserve of rare earth elements critical for battery and EV manufacturing.

With the push for EVs becoming a worldwide sensation, the search for the materials needed to make the transition has also taken the world by storm. And while South America and Africa have been the default suppliers of many of these elements, including lithium, cobalt, and nickel. Sweden may be the world’s new gold mine as the state-owned mining company has identified the world’s largest supply of rare earth elements in Northern Sweden.

Unless you are deeply interested in mining, you have likely never heard of the Arctic town of Kiruna, Sweden. Previously, the northern mining town has focused on iron extraction, going as far as moving the entire town, building by building, to continue digging. But in their pursuit of iron, LKAB has now identified a reserve of rare earth elements that they estimate to contain over 1 million tonnes.

“This is good news, not only for LKAB, the region, and the Swedish people but also for Europe and the climate,” stated the LKAB CEO, Jan Mostrom. Europe’s lack of rare earth elements has contributed to elevated prices for EVs, overall chip and supply shortages, and has ultimately led many automakers looking to other continents for vehicle production.

While this has been heralded as an amazing find for “the green transition,” according to Swedish politicians, it is also incredibly geologically significant. Europe, in general, is terribly starved of rare earth elements, hence its reliance on suppliers in Asia to produce many of the devices and vehicles they enjoy. But with such a significant finding, this situation could change quite considerably.

Perhaps some of the first who will feel the immediate benefits of this newfound supply will be European battery and technology makers such as Northvolt in Sweden, Britishvolt in the U.K., and countless automakers who have invested in battery production in Europe over the past few years. Further, this discovery may fuel a renaissance in European semiconductor manufacturing which has otherwise been essentially nonexistent.

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LKAB’s discovery today will not only be a revolutionary force within Europe but could very well increase the pace of the world’s green transition over the coming years. Hopefully, with quick implementation, consumers worldwide will benefit from a cleaner environment and cheaper electric vehicles shortly.

What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!

Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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Tesla opens Cybercab rides to the public, with no steering wheel or pedals

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Credit: Tesla

Tesla Cybercab rides are officially open to the public in Austin, Texas, as the company confirmed on Thursday following its launch event that the two-seater would be available in the company’s Robotaxi fleet.

Cybercab is Tesla’s first vehicle completely void of any manual controls. It has no steering wheel and no pedals, and it will utilize Tesla’s Full Self-Driving fleet to operate. The first rides have already happened, as those at the event were able to hail a Cybercab to any location within the company’s geofence in Austin.

Tesla’s $25K car is the Cybercab with no steering wheel or pedals

The addition of Cybercab to the public Robotaxi fleet is a major statement in Tesla’s trek to launch fully autonomous driving. For years, critics have complained about the need for drivers to continuously supervise the vehicle.

With Cybercab, there are no manual controls in the cockpit other than to control the seat, the center screen, and the climate. The vehicle is fully geared toward being a living room on wheels in a sense: equipped with Starlink V5 satellites, CEO Elon Musk said the vehicle would enable 4K live video, gaming, and other entertainment options during travel.

Musk noted that Cybercab is “designed and built for maximally efficient autonomous operation.”

Tesla continues to push the envelope on autonomy, and over the next several months, the company could start selling Cybercab units to the public.

The company opened up a public interest form on its website to gauge demand, and many have already submitted requests to purchase a fleet of Cybercab units for their own personal ride-hailing side hustle.

Tesla hints its already prepping for Cybercab fleet orders

The launch of Cybercab in this area marks a major accomplishment for Tesla, as it also announced that it has reached 1 million unsupervised autonomous miles since launching driverless rides on the Robotaxi fleet.

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Things are moving along at a fine pace, and although we have waited for this for some time, the day has finally come when Tesla is offering self-driving rides of some kind to the public.

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Tesla hints its already prepping for Cybercab fleet orders

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Tesla Cybercab fleet spotted at Gigafactory Texas [Credit: Joe Tegtmeyer)

Tesla has quietly opened a public interest form for companies that want to buy fleets of its purpose-built Cybercab robotaxis, marking the first official channel for commercial purchases of the two-seat autonomous vehicle. The form went live on September 3, the same day Tesla hosted an invite-only Cybercab launch event in Austin, Texas.

Tesla titled the page “Help Us Build Our Robotaxi Network.” Applicants provide name, email, phone number, company name, and deployment region. They then select one or more categories: Cybercab fleet vehicle purchasing, mobility hubs and infrastructure, event collaboration, or other. Tesla says a representative will follow up with those who express commercial interest.

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Until now, the company had no public ordering path for the vehicle, which was first shown as a concept at the October 2024 “We, Robot” event.

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The Cybercab is designed from the ground up for unsupervised operation. It has no steering wheel and no pedals.

Regulatory filings list a 48-kilowatt-hour battery, a single 219-horsepower front motor, a curb weight of 3,113 pounds, and an EPA-adjusted range near 290 to 300 miles. Tesla has already registered dozens of the vehicles with Texas authorities and has been testing them on public streets around Austin.

Tesla Cybercab sightings broaden well outside of Austin with autonomy in focus

The company’s existing Robotaxi service, which currently uses modified Model Y vehicles in parts of Texas and Florida, is expected to add Cybercabs as production ramps up at Gigafactory Texas.

The form signals that Tesla is preparing to treat the Cybercab as more than an in-house fleet asset. Investors and operators have discussed buying groups of the vehicles and placing them on Tesla’s ride-hailing network, with Tesla taking a platform fee. High-profile figures have publicly stated plans to acquire fleets if Tesla allows third-party ownership.

The new page gives those parties a direct way to register interest rather than waiting for a conventional configurator.

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Whether the form leads quickly to firm purchase agreements remains unclear. Regulatory approval for widespread unsupervised operation still varies by state, and Tesla has not published pricing or delivery timelines for fleet customers. The company has previously discussed a target price near $25,000 to $30,000 per vehicle.

For now, the form is an early signal that Tesla wants partners to help scale the network rather than operate every Cybercab itself.

Pairing the launch of the Cybercab fleet form with the Austin event is no coincidence. Tesla is inviting businesses to participate in the next phase of its Robotaxi plan at the moment the production vehicle first appears in public.

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Tesla Robotaxi riders will face the best dilemma when booking a ride

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Credit: Joe Tegtmeyer | X

Tesla has updated its Robotaxi app so riders can pick which vehicle they want before they book. The latest in-app screens now show two options side by side: the two-seat Cybercab and the four-seat Model Y.

A screenshot circulating Thursday shows the change in practice. In Austin, a rider could choose a gold Cybercab for two people or a Model Y for four. Tesla’s updated description calls Cybercab “our first purpose-built autonomous vehicle,” designed for safety, accessibility, and comfort, and says the lineup is available only through the Robotaxi app.

The distinction is more than cosmetic, and it’s important to note that Robotaxi refers to the platform, while Cybercab refers to a vehicle.

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Model Y Robotaxis have carried the service since it opened in Austin in mid-2025 and later expanded to Dallas, Houston, and parts of Florida. Those vehicles are converted production SUVs that still have steering wheels and pedals.

Cybercab is different. It has no driver controls, butterfly doors, a low seat height meant to work with wheelchairs, extra trunk space for assistive devices, and braille on the handles. Tesla has registered dozens of the two-seaters with Texas regulators in the days leading up to its September 3 Austin event.

Giving riders a choice lets Tesla match the vehicle to the trip. Most rides involve one or two people, which is where Cybercab is meant to be cheaper and more efficient to operate. Groups of three or four, or anyone who needs more space, can still request a Model Y.

The same app handles booking, payment, cabin settings, and, on Cybercab, features such as phone-based door opening and in-cabin voice controls.

Tesla Cybercab event gains steam ahead of massive launch

The update does not mean every city suddenly has both cars available. Cybercab support is listed for Austin first, and the purpose-built fleet is still small compared with the existing Model Y roster. Even so, the app change marks a shift from a single-vehicle pilot to a mixed fleet.

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Riders can now choose between the compact, purpose-built robotaxi and the familiar SUV that launched the service.

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