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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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Tesla Roadster unveiling set for this month: what to expect
As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.
The Tesla Roadster has been the ultimate carrot on a stick since its 2017 unveiling. Promised as the fastest production car ever made, with 0-60 mph in under two seconds and a top speed over 250 mph, it has endured years of delays.
As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.
Performance and Safety Do Not Go Hand in Hand, and That’s the Point
The Roadster is not a family sedan or a daily commuter. It is a no-holds-barred supercar meant to embarrass six-figure exotics on track days. Tesla should resist the temptation to load it with every passive-safety nanny and electronic guardian that dulls the raw feedback drivers crave.
Owners want to feel the road, not be shielded from it. Strip away unnecessary electronic limits so the car can deliver the visceral thrill Elon Musk originally described. Safety ratings will still be strong because of Tesla’s structural excellence, but the Roadster’s mission is speed, not coddling.
He said late last year:
“This is not a…safety is not the main goal. If you buy a Ferrari, safety is not the number one goal. I say, if safety is your number one goal, do not buy the Roadster…We’ll aspire not to kill anyone in this car. It’ll be the best of the last of the human-driven cars. The best of the last.”
Musk was clear that this will not be a car that will be the safest in Tesla’s lineup, but that’s the point. It’s not made for anything other than pushing the limits.
Tesla Needs to Come Through on a HUGE Feature
The Roadster unveiling would be wildly disappointing if it were only capable of driving. Tesla has long teased the potential ability to float or hover, and they need to come through on something that is along those lines.
The SpaceX cold-gas thruster package was never a joke. Musk, at one time, explicitly said owners could opt for a set of thrusters capable of lifting the car off the ground for short hops or dramatic launches. That feature is what separates the Roadster from every other hypercar on the planet.
If the production version arrives without it—or with a watered-down “maybe later” version—enthusiasts will feel betrayed. Deliver the thrusters, make them functional, and let the Roadster literally hover above the competition.
An Updated Design Might Be Warranted
It’s been nine years since Tesla first rolled off the next-gen Roadster design and showed it to the world.
The 2017 concept still looks sharp, but eight years is an eternity in automotive styling. The sharp lines and aggressive stance now compete against the angular Cybertruck and the next-generation vehicles rolling out of Fremont and Austin.
Tesla Roadster patent hints at radical seat redesign ahead of reveal
A subtle refresh, maybe with sharper headlights, revised aero elements, and modern materials, would keep the Roadster feeling current without losing its identity. Fans don’t want a complete redesign, just enough evolution to prove Tesla still cares.
Self-Driving Isn’t a Necessity for the Tesla Roadster
Full Self-Driving hardware and software belong in the Model 3, Model Y, and the upcoming robotaxi—not in a two-seat rocket built for canyon carving. The Roadster’s entire appeal is the direct connection between driver, steering wheel, and asphalt.
Offering FSD as standard would dilute the purity that separates it from every other Tesla. Make autonomy an optional delete or simply omit it. Let the Roadster remain the purest driving machine in the lineup, because that’s what it is all about.
Tesla Needs to Come Through on the Unveiling Timeline
The last thing Tesla needs right now is another complaint about not hitting timelines or expectations. This unveiling has already been pushed back one time, from April 1 to “probably in late April.”
Repeated delays have tested even the most patient fans. Whatever date the company now sets for the next major reveal or start of production must be met. No more “next year” promises. The Roadster has waited long enough. When it finally arrives, it must feel worth every extra month.
If Tesla hits these five marks, the Roadster won’t just be another fast car—it will be the machine that redefines what a Tesla can be. The world is watching.
News
Tesla Cabin Camera gets an incredible new feature for added driver safety
The company quietly expanded the capabilities of its in-cabin camera with the rollout of Software Update 2026.8.6. Tesla hacker greentheonly revealed that coding for the software version provides details on now tracking the age of the driver.
Tesla’s interior Cabin-facing Camera just got a brand new feature that is an incredible addition, as it provides yet another layer of added safety.
The company quietly expanded the capabilities of its in-cabin camera with the rollout of Software Update 2026.8.6. Tesla hacker greentheonly revealed that coding for the software version provides details on now tracking the age of the driver.
The camera, which is positioned just above the rearview mirror, is now performing facial analysis to estimate the driver’s age. While not yet user-facing, the feature is the latest example of Tesla’s ongoing push to refine its driver monitoring system for both everyday safety and future Robotaxi operations.
Ha, interesting, cabin camera / driver monitor is now (2026.8.6) doing “driver age” checking.
I wonder if it’s going to filter out children or elderly too?
— green (@greentheonly) April 10, 2026
The cabin camera already processes images entirely onboard the vehicle for privacy, sharing data with Tesla only if owners enable it during safety-critical events.
Age estimation likely uses computer vision to classify facial features, similar to existing attention-tracking algorithms. Potential applications include preventing underage drivers from engaging Full Self-Driving (FSD) or shifting into drive, acting as a secondary safety lock.
It could also be linked to Robotaxi readiness: the upcoming Cybercab will need robust occupant verification to ensure children cannot hail or ride unsupervised.
In consumer vehicles, it could enable tailored FSD behaviors—more conservative acceleration and braking for elderly drivers, for instance—or simply block unauthorized use by minors.
Beyond age checks, the cabin camera powers Tesla’s comprehensive driver monitoring system, introduced years earlier and continuously improved. It first gained prominence for detecting inattentiveness. When Autopilot or FSD is active, the camera tracks eye gaze, head position, and steering inputs in real time.
If the driver looks away too long or fails to keep their hands ready, the system issues escalating visual and audible alerts before disengaging assistance. This has dramatically reduced misuse cases and helped Tesla meet stricter regulatory demands for hands-on supervision.
The camera also monitors for drowsiness. Activated above roughly 40 mph (65 km/h) after at least 10 minutes of manual driving, the Driver Drowsiness Warning analyzes facial cues—frequency of yawns and blinks—alongside driving patterns like lane drifting or erratic steering.
When fatigue is detected, a clear on-screen message and chime prompt the driver to pull over and rest, or even to activate Full Self-Driving. Tesla explicitly states this feature enhances active safety without relying on facial recognition for identity.
These layered capabilities create a robust safety net. Inattentiveness detection alone has curbed distracted driving during assisted operation. Drowsiness alerts address a leading cause of highway crashes by intervening before impairment escalates.
Adding age verification extends this protection: it could flag inexperienced young drivers for extra caution or restrict high-autonomy features, while preparing vehicles for a future where robotaxis must safely manage passengers of all ages.
With privacy safeguards intact and processing done locally, Tesla’s cabin camera continues evolving from a simple attention monitor into a sophisticated guardian—advancing safer roads today and autonomous mobility tomorrow.
Elon Musk
Tesla’s Semi truck factory is open with a detail that changes everything
Tesla’s dedicated Nevada Semi factory has opened, targeting 50,000 trucks per year as fleet adoptions accelerate nationwide.
Nearly nine years after Elon Musk unveiled the Tesla Semi in November 2017, the company is now opening a dedicated factory just outside of Reno, Nevada, and ramping toward mass production of 50,000 trucks per year.
Volume production began in March 2026 at the new Tesla Semi factory, with the competitive advantage not being the factory itself. Rather, it’s where Tesla built it. By constructing the 1.7 million square foot facility directly adjacent to Gigafactory Nevada in Sparks, Tesla closed the one supply chain loop that had delayed the Semi program for years. The 4680 battery cells that power the Semi are manufactured in the same complex, which significantly streamlines supply logistics. That single decision eliminates the bottleneck that forced Tesla to prioritize battery supply for passenger cars over the Semi throughout 2020, 2021, and 2022, which is precisely why the first deliveries slipped three years past the original target. Every other electric truck manufacturer sources its battery cells from a separate supplier, ships them to a separate factory, and absorbs the cost and delay that comes with that. Tesla built its Semi factory around its battery factory, and that vertical integration is what makes 50,000 trucks per year a realistic number rather than an aspirational one.
At the 2025 Annual Shareholder Meeting, Musk was direct about where things stood, stating “Starting next year, we will manufacture the Tesla Semi. We already have a lot of prototype Semis in operation – PepsiCo and other companies have been using them for some time. But in 2026, we’ll begin volume production at our Northern Nevada factory.” Full ramp to volume output is targeted before June 30, 2026.
🚨 Awesome new video showing the new Tesla Semi factory in Sparks, Nevada
The future of sustainable logistics is being built here: pic.twitter.com/dbiGV8FYn3
— TESLARATI (@Teslarati) April 10, 2026
The first limited deliveries happened in December 2022 to PepsiCo, which eventually doubled its fleet to 50 trucks out of its California distribution facility. Since then the Semi has been showing up in more corporate fleets. As Teslarati noted in March, a Ralph’s Supermarkets branded Semi was spotted on a Los Angeles highway, confirming Kroger’s partnership with Tesla to deploy up to 500 electric Semis. Walmart, Costco, Sysco, US Foods, DHL, Hight Logistics and WattEV are among the companies actively running or receiving units. DHL logged real-world efficiency of 1.72 kWh per mile under a full 75,000 pound load over 388 miles, matching Tesla’s targets closely.
The 2026 production model arrives with meaningful upgrades over the original, with a 1,000 pound weight reduction, updated aerodynamics, and support for 1.2 MW Megacharger speeds that can restore 60% of range in around 30 minutes during a mandatory driver rest break. Tesla opened its first public Megacharger in Ontario, California in March, positioned near the I-10 and I-15 interchange serving the Ports of Los Angeles and Long Beach. The company plans 37 Megacharger sites by end of 2026 and 66 total across 15 states by early 2027, with construction beginning at the nation’s largest truck stop operator in the first half of this year.
Tesla reveals various improvements to the Semi in new piece with Jay Leno
Musk has described the Semi’s economics as a straightforward case. “The Semi is a TCO no-brainer,” he said, noting the total cost of ownership is “much, much cheaper than any other transportation you could have.” At under $300,000, the truck costs roughly double a comparable diesel, but California’s $200,000 per vehicle subsidy has driven over 1,000 state orders alone. As Teslarati has tracked, the prototype fleet accumulated over 13.5 million miles with 95% fleet uptime before production ever scaled. The factory opening now turns that proof of concept into a production program.
Tesla Roadster unveiling set for this month: what to expect
Tesla Cabin Camera gets an incredible new feature for added driver safety
