News
Nickel expert calls on Musk, Farley, others to demand Nickel sourcing in North America
Surging prices of nickel, a potentially major influence in the future of the global electric vehicle market, have encouraged one mining expert in the field to call on automotive CEOs to demand more attention toward sourcing the metal in North America.
Nickel and its appeal to EVs
Nickel has been a significant talking point of many automotive CEOs for about two years as its wide availability could alleviate battery manufacturing bottlenecks for cells containing either controversial or hard-to-obtain rare earth metals. Tesla CEO Elon Musk first discussed nickel mining during an Earnings Call in mid-2020. Musk pledged a massive contract to any company that could supply nickel to Tesla, as long as it was sourced efficiently and sustainably.
“Well, I’d just like to reemphasize, any mining companies out there, please mine more nickel, OK?” Musk said on the call. “Wherever you are in the world, please mine more nickel, and don’t wait for nickel to go back to some long — some high point that you experienced some five years ago or whatever. Go for efficiency, as environmentally friendly, nickel mining at high volume. Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way. So hopefully, this message goes out to all mining companies.”
Tesla CEO Elon Musk called on companies to mine more nickel, promising a “massive contract” during the Q2 2020 Earnings Call.
Musk eventually landed a nickel supply deal with Minnesota-based Talon Metals in January. It was the first major nickel supply deal Tesla landed and could be a monumental development in the production of EV battery cells.
Nickel increases energy density and therefore driving range, which is an essential metric for EV owners. Despite Elon Musk’s recent claim that too much EV range is counterproductive because it takes away from the performance, a small poll I ran on Twitter seemed to show that people were more concerned about range than performance. Two-thirds of respondents claimed they would sacrifice performance for more range. Despite Tesla’s high-range cars, which are only eclipsed by the Lucid Air’s premier Dream Edition trim, cold weather climates have shown to be one of EV range’s biggest foes, consistently trimming range estimations due to inefficient battery heating.
Soaring prices: $30k to $100k in the blink of an eye
Following a short squeeze on Nickel on the London Metals Exchange, the cost of a metric ton of the metal surged $70,000. Trent Mell, critical mineral expert and CEO of Electra Battery Materials, spoke to Teslarati last week regarding the price surges, which have him ready to make a proposal to automotive CEOs. “I would encourage the big names: Musk, Farley, Barra, to start demanding Nickel sourcing in North America,” Mell said.
According to Statista, Canada is the sixth-biggest producer of nickel globally, with 130,000 metric tons of the element produced in 2021. The United States ranked tenth on the list, with 18,000 metric tons. Mell believes, while North America has a low contribution rate to the global primary nickel supply, there is potential for extreme growth.
“North America currently only contributes around 4% of global primary nickel,” Mell said. “There is no immediate North American solution to growing nickel demand, but we anticipate that the construction of processing capacity on the continent will act as a catalyst to bring more primary nickel, in the form of mining operations, online in coming years so that North America can become increasingly self-reliant on domestically sourced raw materials. There are ample, good-quality nickel projects in North America.”
Nickel is highly-available in Russia, which has had numerous sanctions set by the United States and other governments due to the invasion of Ukraine. According to Mell, nickel in Russia, the third-most available region in the world, is Class 1, which means it is of the highest quality, which is eventually used in EV batteries, among other products. Mell said Nornickel, the country’s leading miner of the metal, exports 96 percent of its product, with 45 percent of that going to Europe.
(Credit: Teslarati) Data provided by Statista
Nickel is going to be a major factor in EV batteries in the coming years. However, automakers have had to adopt different strategies to keep their vehicles flowing off production lines and into customers’ garages. For standard range vehicles, many companies have adopted lithium-iron-phosphate, or LFP, batteries, which are available in wide supply in other markets and offer less range but more affordability. Tesla started transitioning some U.S. Standard Range Model 3 vehicles to LFP cells late last year, as it would reduce wait times. Eventually, it revealed all Standard Range vehicles would equip the LFP chemistry.
However, Mell does not believe LFP is a solution in the long term.
“We used to refer to LFP cells as ‘golf cart batteries,’” he said. Referring to the cell as a “half-hearted solution,” Mell understands the use of LFP for entry-level vehicles but knows nickel is the real solution, which led him to consider proposing industry-leading CEOs to push President Joe Biden to discuss more options in either domestic or, at least, North American mining projects.
Nickel is also easier to recycle and can be easily refined into new cells. Swedish company Northvolt successfully built a cell from recycled nickel last year.
What can consumers expect from the Nickel price hikes?
Mell is adamant that the current levels of nickel on the LME are not sustainable. “I would encourage consumers to wait about six months. Then we’ll see prices drop back to normal levels,” he said. However, as some analysts pointed out, the spikes in price could add between $750 and $1,000 per vehicle in the short term.
Musk said earlier this week that “significant inflationary pressure” was affecting both Tesla and SpaceX, which hinted toward price increases on the company’s vehicles. Last night, Tesla applied price increases to all four of its all-electric vehicles, with the Model X Plaid variant receiving the most substantial surge: $12,500.
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News
Tesla Optimus steals the show during TRON: ARES premiere
Now that kung-fu Optimus demonstration makes sense.
Just a few days ago, Elon Musk shared a video of Tesla Optimus demonstrating some kung fu moves with a human partner. The video was impressive, though some were confused about why the Optimus team was busying itself with what appeared to be a cool but frivolous demonstration.
With the premiere of TRON: ARES, we now know that Optimus’ kung fu demonstration was part of the robot’s preparations for the red carpet.
Optimus “starts a fight”
As noted by X Business on its official account on the social media platform, the TRON: ARES red carpet world premiere was a showcase of today’s AI-powered technologies. With this in mind, xAI, X, Walt Disney, and Tesla collaborated to provide attendees with an immersive experience on real-world AI. This included Optimus engaging with attendees, and even distributing theater concessions.
But one black and red painted Optimus unit definitely stole the show. The humanoid robot, in front of several attendees, attempted to “pick a fight” with Jared Leto, who starts in the movie alongside Greta Lee, Evan Peters, and Jeff Bridges. As could be seen in the video of Optimus, the robot’s moves in the red carpet were similar to the kung fu demonstration that Elon Musk showcased last week.
TRON: ARES
Monique Pintarelli, Head of Americas at X, shared some insights about the event, which ended up being a collaboration of sorts between several Elon Musk-led companies.
“This partnership with Disney lets fans and stars experience the world of TRON like never before – turning the red carpet event into a collision between the real world and AI. By leveraging X’s unparalleled real-time engagement and xAI’s cutting-edge technology alongside Tesla’s Optimus robots, we’re creating shared, immersive experiences that redefine storytelling,” the X executive noted.
TRON: ARES releases on U.S. theaters on October 10, 2025.
News
Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here
This represents FSD’s most significant update in nearly a year.
Tesla has started the rollout of Full Self-Driving (Supervised) V14.1, the advanced driver-assist system’s most significant update in nearly a year. The release introduces vision-based navigation for real-time detour handling and a new “Arrival Options” feature that simulates Robotaxi-style drop-offs.
New Tesla Vision-based features
With Version 14.1, Tesla has integrated navigation and routing directly into its vision-based neural network, enabling the system to respond to scenarios such as blocked roads or closures in real time. The update also enhances emergency vehicle detection, allowing the car to pull over or yield when police, fire, or ambulances are nearby.
Other improvements include refined responses to debris, school buses, and lane cut-ins, as well as smoother handling of unprotected turns and gated entries. The update also adds a Robotaxi-style automatic camera-cleaning system. Tesla also promises improved fault recovery for greater reliability during degraded system operation.
New Speed Profiles and other features
Drivers can now personalize FSD’s behavior more precisely through new Speed Profiles. A new “Sloth” mode has joined the lineup, offering a more conservative lane and speed selection than “Chill.” Preferences for parking and arrival positions are saved per destination, while the system’s reasoning model automatically recommends several options for each route.
Users can start FSD from a single tap, adjust settings from the central visualization, and expect fewer driver “nags,” according to Elon Musk. The CEO noted that Version 14 features a 10x higher parameter count and said it “feels sentient” compared to earlier builds. While it’s still a supervised system, unlike the Austin Robotaxi pilot, FSD 14.1 seems to be a key milestone toward the refinement of Tesla’s autonomous driving efforts.
FSD (Supervised) V14.1 release notes
Following are the release notes for FSD (Supervised) V14.1:
FSD(Supervised) v14.1 includes:
• Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.
• Added handling to pull over or yield for emergency vehicles (e.g. police cars, fire trucks, ambulances).
• Added navigation and routing into the vision-based neural network for real-time handling of blocked roads and detours.
• Added additional Speed Profile to further customize driving style preference.
• Improved handling for static and dynamic gates.
• Improved offsetting for road debris (e.g. tires, tree branches, boxes).
• Improve handling of several scenarios including: unprotected turns, lane changes, vehicle cut-ins, and school buses.
Improved FSD’s ability to manage system faults and recover smoothly from degraded operation for enhanced reliability.
• Added automatic narrow field washing to provide rapid and efficient front camera self-cleaning, and optimize aerodynamics wash at higher vehicle speed.
• Added alerting for residue build-up on interior windshield that may impact front camera visibility. If affected, visit Service for cleaning!
Upcoming Improvements:
• Overall smoothness and sentience
• Parking spot selection and parking quality
• You can now select an arrival option such as Parking Lot, Street, Driveway, Parking Garage and Curbside for Robotaxi-style drop offs.
• Your preferences for arrival options and preferred parking positions are persisted for each destination.
• Our reasoning model will assess the suitable options for your destination and pick an intuitive default.
Speed Profiles:
FSD (Supervised) will now determine the appropriate speed based on a mix of driver profile, speed limit, and surrounding traffic:
• Introduced new Speed Profile SLOTH, which comes with lower speeds & more conservative lane selection than CHILL.
• Driver profile now has a stronger impact on behavior. The more assertive the profile, the higher the max speed.
• Right scroll-wheel up/down now adjusts Speed Profile setting rather than your precise max speed offset selection in mph/kph.
UI Improvements:
• Start Self-Driving with a tap of the touchscreen from Park, or any time during your drive.
• Adjust settings like the Speed Profile and Arrival Options directly from the Autopilot visualization on the center display.
A plant manager at a Tesla factory just tipped off the fact that the company will begin production of an affordable model in the coming weeks, all but confirming that a new car will be unveiled tomorrow.
Tesla has been teasing some kind of product unveiling for October 7 on its social media accounts. It has now dropped two separate indications that a new product is coming on its X account.
Fans have been anticipating two things: either the company’s planned affordable model, which has been codenamed “E41,” or the Roadster, a long-awaited vehicle that Tesla has kept under wraps for much longer than it would likely care to admit.
Tesla all but confirms that affordable Model Y is coming Tuesday
André Thierig, Tesla’s plant manager at the German production plant Gigafactory Berlin, tipped off what is likely coming tomorrow at the product unveiling as he revealed during an internal event today that a light version of the Model Y will begin series production and deliveries “in a few weeks.”
Thierig’s revealing of plans was reported by Handelsblatt, a German media outlet.
The description of a “light version of the Model Y” aligns with what CEO Elon Musk said earlier this year, as well as what we have seen on public roads, both covered and uncovered.
Last week, we finally saw an uncovered version of what the affordable model likely is, as it was cruising around near Gigafactory Texas, just outside of Austin.
Tesla coding shows affordable model details, including potential price
Musk said earlier this year, candidly during an Earnings Call, that the affordable model Tesla planned to release was a Model Y.
“It’s just a Model Y. Let the cat out of the bag there,” Musk said.
The images of what we assumed to be the affordable model lined up with Musk’s candid statement:
🚨 It looks like the new affordable Tesla Model Y was spotted near Giga Texas
Model Y body with the Model 3 fascia, no glass roof, and looks as if there is a front bumper camera!
Should be coming soon! https://t.co/UAXQMHjM23 pic.twitter.com/9lC5te9GnW
— TESLARATI (@Teslarati) October 3, 2025
Tesla is expected to unveil its affordable model tomorrow during the planned event, which has been teased twice. Pricing and other details are still pending, but the company is expected to reveal this information tomorrow.
Tesla Optimus steals the show during TRON: ARES premiere
Tesla FSD (Supervised) V14.1 with Robotaxi-style dropoffs is here
Tesla plant manager tips off affordable model production
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