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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.

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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.

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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Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.

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Credit: Starlink/X

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests. 

Trump points to Starlink

Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said. 

Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.

Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.

Renewed Trump–Musk ties

Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.

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The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.

The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.

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Tesla China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom

Despite the full-year dip, Tesla finished the year with record domestic sales in December.

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Credit: Grok Imagine

Tesla posted 625,698 retail vehicle sales in China in 2025, marking a 4.8% year-on-year decline as the EV maker navigated an increasingly competitive EV market and a major production transition for its best-selling vehicle. 

Despite the full-year dip, Tesla finished the year with record domestic sales in December.

Retail sales slip amid Model Y transition

Tesla’s 2025 retail sales in China were down from 657,102 units in 2024, when the company ranked third in the country’s new energy vehicle (NEV) market with a 6.0% share. In 2025, Tesla’s share slipped to 4.9%, placing it fifth overall, as noted in a CNEV Post report.

Part of the decline seemed tied to operational disruptions early in the year. Tesla implemented a changeover to the new Tesla Model Y in the first quarter of 2025, which required temporary production pauses at Giga Shanghai. That downtime reduced vehicle availability early during the year, weighing on the company’s retail volumes in China and in areas supplied by Giga Shanghai’s exports.

China remained one of Tesla’s largest markets, accounting for 38.24% of its global deliveries of 1.64 million vehicles in 2025. However, the company also saw exports from Giga Shanghai fall to 226,034 units, down nearly 13% year-on-year. It remains to be seen how much of this could be attributed to the Model Y changeover and how much could be attributed to other factors. 

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Strong December 2025 finish

While the full-year picture showed some contraction, Tesla closed 2025 on a high note. According to data from the China Passenger Car Association (CPCA), Tesla China delivered a record 93,843 vehicles domestically in China in December, its highest monthly total ever. That figure was up 13.2% from a year earlier and 28.3% higher than November.

The surge was driven in part by Tesla prioritizing domestic deliveries late in the year, allowing buyers to lock in favorable purchase tax policies. In December alone, Tesla captured 7.0% of China’s NEV market and a notable 12.0% share of the country’s battery-electric segment.

On a wholesale basis, Tesla China sold 851,732 vehicles in 2025, down 7.1% year-on-year. From this number, 97,171 were from December 2025 alone. Tesla Model 3 wholesale figures reached 312,738 units, a year-over-year decrease of 13.12%. The Tesla Model Y’s wholesale figures for 2025 were 538,994 units, down 3.18% year-over-year.

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Tesla Robovan’s likely first real-world use teased by Boring Company President

As per the executive, the vehicle will be used to move large crowds through Las Vegas during major events. 

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Credit: Grok Imagine

The Boring Company President Steve Davis has shared the most likely first real-world use for Tesla’s Robovan.

As per the executive, the vehicle will be used to move large crowds through Las Vegas during major events. 

Tesla Robovan for high-demand events

During a feature with the Las Vegas Review-Journal, Boring Company President Steve Davis stated that the Tesla Robovan will be used in Sin City once the Vegas Loop expands across the Strip and downtown and the fleet grows to about 1,200 Teslas. 

At that scale, Robovans would primarily be deployed during predictable surges, such as game days and large shows, when many riders are traveling to the same destination at the same time.

“The second you have four (passengers) and you have to start stopping, the best thing you can do is put your smallest vehicle in, which is a car. But if you know people are going to the stadium because of a game, you’ll know an hour before, two hours before, that a lot of people are going to a game or a Sphere show, if you are smart about it, that’s when you put a high occupancy vehicle in, that’s when you put the Robovan in,” Davis said.

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Credit: Tesla

Vegas Loop expansion

Steve Davis’s Robovan comment comes amid The Boring Company’s efforts to expand the Vegas Loop’s airport service. Phase 1 of rides to Harry Reid International Airport began last month, allowing passengers to travel from existing Loop stations such as Resorts World, Encore, Westgate, and the Las Vegas Convention Center.

Phase 2 will add a 2.2-mile dual-direction tunnel from Westgate to Paradise Road. That section is expected to open within months and will allow speeds of up to 60 mph on parts of the route, while expanding the fleet to around 160 vehicles.

Future phases are expected to extend tunnels closer to airport terminals and add multiple stations along University Center Drive. At this point, the system’s fleet is expected to grow close to 300 Teslas. The final phase, an underground airport station, was described by Davis as the system’s “holy grail.” This, however, has no definite timeframe as of yet. 

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