General Motors has inked a new cobalt supply deal with Glencore PLC, a mining company that has dealt with EV leader Tesla in the past, as electric vehicle material availability becomes more unpredictable.
As electric vehicles and the sector’s development continue to heat up, fueled by consumer sentiment that could shift a significant transition away from gas-powered cars, large automakers are stocking up on potential supplies.
This strategy among automakers is especially relevant with EV battery materials, which have swelled to record levels as demand increases. Companies like Tesla, Rivian, and Ford have outlined their strategies for avoiding major bottlenecks in their EV supply chain. Some have transitioned to different battery materials depending on a vehicle’s range rating. Other automakers have attempted to stock up on some materials, including battery metals or semiconductor chips.
GM has chosen to stock up on cobalt, evident in its new deal with Glencore. Tesla secured a deal with Glencore for twelve million pounds of cobalt annually in early 2020. The deal was set to supply Tesla’s Shanghai and Berlin Gigafactories with the metal to avoid a future shortage. Tesla has attempted to shift away from cobalt-dominant cells, and in its 2019 Impact Report stated that its suppliers are required to follow the company’s “Supplier Code of Conduct” and its “Human Rights and Conflict Minerals Policy” when dealing with controversial metals.
GM to expedite Hummer EV production as reservations increase to 65,000
Cobalt is an advantageous material to use in EV batteries due to its ability to regulate cell temperature and help with life cycle length.
GM’s cobalt will come from Glencore’s Murrin Murrin mine in Australia, which is “conformant with the OECD-aligned Responsible Minerals Assurance Process.“ The mined cobalt will be used in GM’s Ultium batteries, which are used in its new lineup of EVs, including the GMC Hummer EV, Chevrolet Silverado EV, and Cadillac Lyriq, a joint statement from the companies said.
Both General Motors and Glencore are members of the Responsible Minerals Initiative (RMI).
“GM and our suppliers are building an EV ecosystem that is focused on sourcing critical raw materials in a secure sustainable manner,” GM’s VP of Global Purchasing and Supply Chain, Jeff Morrison, said. “Importantly, given the critical role of EVs in reducing the carbon footprint of the transportation sector, this agreement is aligned with our approach to responsible sourcing and supply chain management.”
GM plans to have an annual production capacity of one million electric vehicles by 2025.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Cybertruck
Elon Musk clarifies viral Tesla Cybertruck accident with driver logs
Musk has come out to say that the driver logs have already shown that the driver “disengaged Autopilot four seconds before crashing,” in a post on X.
Tesla CEO Elon Musk has clarified some details regarding the viral Tesla Cybertruck accident with company driver logs, which show various metrics at the time of an incident.
The logs have been used in the past to pull responsibility off of Tesla when the automaker’s Full Self-Driving (Supervised) or Autopilot platforms are blamed for a collision or accident. It appears this will be no different.
On Tuesday, a video of a Cybertruck crashing into an overpass barrier in August 2025 was shared by Fox Business in a story that reported a woman was suing the automaker for $1 million in a liability and negligence case.
In the suit, Justine Saint Amour said that, “Something terrifying happened, without warning, the vehicle attempted to drive straight off an overpass.” Her attorney, Bob Hilliard, said Amour “tried to take control, but crashed into the barrier and was seriously injured (mostly her shoulder, neck, and back).”
The Tesla Model Y is leading China’s electric SUV segment by a wide margin
Tesla vehicle crashes are widely popular to report by mainstream media outlets because of the sensationalism of the event. Oftentimes, these outlets will include Tesla in the headline, especially because it will pique the interest of the masses, as most who read the story are waiting to see the claim that Autopilot or Full Self-Driving was the culprit of the accident.
However, Tesla has access to the logs of every vehicle in its fleet, which will show the various metrics, like whether either FSD or Autopilot was active, if the accelerator was pressed, the speed, and other important factors.
Musk has come out to say that the driver logs have already shown that the driver “disengaged Autopilot four seconds before crashing,” in a post on X.
Logs show driver disengaged Autopilot four seconds before crashing
— Elon Musk (@elonmusk) March 18, 2026
If the logs do show this, which Tesla will likely have to prove in court, the real question would be why did the Amour disengage the suite?
Tesla’s Full Self-Driving suite is still not fully autonomous, meaning the driver cannot pull attention away from the road and must be ready to take over the vehicle at all times.
It will be interesting to see how this particular case pans out, especially considering the clip that was released by the law firm starts at about four seconds before the collision. Tesla logs have dispelled media reports in the past that have accused the company’s suite of being responsible for an accident, so there will be some major attention on what is proven in this particular case.
News
Tesla Robotaxi appears to be heading to a new U.S. city
Things are expanding for Robotaxi, but the big sign that it is really moving along greatly will be with the expansion to a new city. Tesla has not gone outside of Austin or the Bay Area as of yet, and launching in a new city will be a great indicator of progress.
Tesla Robotaxi appears to be heading to a new U.S. city, and although the company has revealed plans to launch in six new metros this year, it has yet to establish a new location outside of Austin and the Bay Area of California, where it has operated since last Summer.
A lot full of Model Y vehicles was spotted in Henderson, a town just north of Las Vegas, but there seems to be more than just this hint indicating that the Sin City will be the next location to offer potentially driverless rides in a Tesla using its Full Self-Driving suite.
These Model Ys are not your typical vehicles, as they are fitted with hardware that is only on Robotaxis: a rear camera washer is the dead giveaway:
🚨 These rear camera washers are only present on Robotaxi vehicles
Maybe Las Vegas is the next city to get the Robotaxi suite 😀 https://t.co/my3da5L4zc pic.twitter.com/jYFQuX1j2E
— TESLARATI (@Teslarati) March 17, 2026
The photos and video of the lot were taken by TheZacher on X, who spotted the Model Y fleet in the Henderson parking lot.
The rear camera washer is the main piece of evidence here that indicates Tesla could be looking to expand Robotaxi to Las Vegas, a major ride-hailing hot spot, as it is one of the biggest tourist attractions in the United States. Ride-sharing is a major industry in Vegas, especially for those who are staying off the Strip.
Tesla has also been extremely transparent that Vegas is on its radar for the Robotaxi fleet, as it revealed last year that it was one of five new U.S. cities that it planned to launch the ride-hailing service in this year.
Tesla confirms Robotaxi is heading to five new cities in the U.S.
The others were Phoenix, Dallas, Houston, and Miami.
Things are expanding for Robotaxi, but the big sign that it is really moving along greatly will be with the expansion to a new city. Tesla has not gone outside of Austin or the Bay Area as of yet, and launching in a new city will be a great indicator of progress.
It will also give Tesla a new benchmark against rival company Waymo, which has operated in Las Vegas for some time.
News
Tesla Roadster gets new unveiling date once again
Musk announced last year that the unveiling, which initially happened back in 2018, would take place on April Fool’s Day. Initial deliveries at the 2018 event were slotted for 2020, but delays in the project, as well as prioritization of other things, continued to push the Roadster back.
The Tesla Roadster is perhaps the most anticipated vehicle in the company’s history, but those who have been waiting anxiously for it will have to push their timelines back once again.
Tesla CEO Elon Musk has revealed that the company is once again pushing back the unveiling event that was originally planned for April 1. It will now take place “probably in late April.”
True.
New Roadster unveil probably in late April. https://t.co/NShZxpK5cI
— Elon Musk (@elonmusk) March 17, 2026
Musk announced last year that the unveiling, which initially happened back in 2018, would take place on April Fool’s Day. Initial deliveries at the 2018 event were slotted for 2020, but delays in the project, as well as prioritization of other things, continued to push the Roadster back.
There has been so much hype about the Roadster that people are right to be excited about the prospect of its existence.
Musk’s most recent rumblings about the vehicle came last Fall, when he appeared on the Joe Rogan Experience podcast, where he once again hinted the car would be able to hover for a short period.
He said:
“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one…I think it has a shot at being the most memorable product unveiling ever. [It will be unveiled] hopefully before the end of the year. You know, we need to make sure that it works. This is some crazy technology in this car. Let’s just put it this way: if you took all the James Bond cars and combined them, it’s crazier than that.”
Additionally, he said the vehicle would not be something that would prioritize safety. Musk said that “If safety is your number one goal, do not buy the Roadster.” It’s made for speed and excitement, not for grocery-getting.
Elon Musk just said some crazy stuff about the Tesla Roadster
As the April 1 unveiling event that was originally planned was nearing without any communication to fans, media, or anyone who would potentially be in attendance, it seemed to be pretty obvious that Tesla was not ready to pull the trigger on the event quite yet.
There could be some last-minute things to finalize, or it could be something else. One thing is for certain, though: we are not super surprised that things were moved back.
Tesla has definitely been putting some things in motion for the Roadster. A few months back, Tesla started to ramp up hiring for the Roadster, and earlier in March, it submitted a patent application for a new seat design.