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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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In a remarkable demonstration of how advanced vehicle technology can intersect with family care and rapid response, a Tesla Model Y equipped with Full Self-Driving (FSD) Supervised helped save a driver’s life during a severe heart attack. The incident, which occurred on November 15, 2025, highlights the life-saving potential of Tesla’s connected ecosystem.
John Brandt, 55, was driving his new 2026 Model Y Launch Edition on Interstate 20 from Atlanta toward Birmingham early that morning. He had recently received the FSD v14.1.3 update. Around 3:50 a.m., he began experiencing severe chest pain. Barely conscious and unable to safely control the vehicle, John managed to call his son, Jack Brandt.
FSD Supervised remained engaged, keeping the car steadily on course while John reached out for help.
As an authorized driver on his father’s Tesla account, Jack quickly sprang into action from his own phone. He located Tanner Medical Center in Carrollton, Georgia—a facility equipped for cardiac emergencies—via Google Maps and shared the destination directly through the Tesla app.
A Model Y driver started experiencing a medical emergency with chest pain mid-drive & called his son.
His son then remotely rerouted the car – which had FSD Supervised enabled – to the nearest hospital & let them know the vehicle was en route. ER staff were standing by on… pic.twitter.com/yi1tHISK9y
— Tesla North America (@tesla_na) June 16, 2026
The Model Y responded immediately, rerouting: it took the next exit, turned around on I-20, navigated local roads, and pulled directly up to the emergency room entrance. Jack also alerted hospital staff that a heart attack patient was en route in a Tesla.
Doctors diagnosed John with a massive STEMI heart attack, requiring immediate intervention on three blocked arteries. They later confirmed that without the swift reroute, John likely would not have survived—whether he had pulled over to wait for an ambulance or attempted to continue driving. He received life-saving treatment and is now recovering fully.
Tesla shared the story on X, including an interview video featuring John and Jack reflecting on the event. John described the terrifying onset of symptoms, while Jack detailed the ease of remote intervention thanks to the app’s features. Only authorized users with vehicle access can change navigation destinations, adding a layer of security and family coordination.
This case underscores Tesla’s emphasis on connectivity and supervised autonomy. Features like remote navigation allow loved ones to assist in real-time emergencies, while FSD handles complex driving tasks reliably. Tesla notes that FSD Supervised requires active driver supervision and is not fully autonomous; this was a specific incident, not a general emergency protocol.
The story has resonated widely, with many praising Tesla’s technology for bridging gaps in critical moments. Jack previously shared details on social media in February 2026, and Tesla’s recent post has amplified its reach. As vehicles become smarter and more connected, such integrations could redefine personal safety on the road—turning cars into proactive partners in health crises.
For Tesla owners, the incident serves as a powerful reminder to add trusted family members as authorized drivers and explore FSD capabilities. While no technology replaces professional medical care, this blend of AI-assisted driving and seamless app control proved invaluable. John’s survival stands as a testament to innovation that prioritizes human life.
In a bold declaration on X, xAI CEO Elon Musk announced that its model will be capable of creating full movies by the end of the year. Quoting an xAI post showcasing a stunning AI-generated trailer for Homer’s The Odyssey, Musk simply stated: “Full movies by the end of the year.”
The quoted video, created entirely with the newly released Grok Imagine Video 1.5, demonstrates the rapid strides in AI video generation. Crafted by creator David Thompson, the 2-minute-plus trailer reimagines the ancient epic in the style of a 1970s classical Hollywood blockbuster. It features 36 meticulously consistent shots that form a cohesive narrative world.
Full movies by the end of this year https://t.co/kkBrngWA0X
— Elon Musk (@elonmusk) June 17, 2026
Its realistic nature is truly mind-blowing, and it’s pretty amazing to think that it cool to think it could create an entire movie soon.
The trailer reimagines The Odyssey as a whole, and opens with a concept board outlining the vision: a retelling of the story using 35mm film aesthetics, classical framing, and other elements.
There are a handful of things that truly outline Grok’s capabilities:
- Scale and Physics: A bloodied Spartan helmet rests on a sandy battlefield amid smoke, marching armies, and flocks of birds. Horses gallop, chariots charge, and warriors clash with believable weight and motion.
- Emotional Depth and Dialogue: Close-ups capture intense expressions, as characters deliver lines like a warrior’s grief-stricken speech on a rocking ship.
- Cinematic Workflow: It’s hard to believe AI created this trailer, as editing and suspense are clearly detailed in this trailer
Now, why is this a big deal? AI has been a real threat to the way movies have been made over the past several decades. It’s no secret that the various AI platforms out there are becoming more capable, but Musk has said that he believes things would be “watchable” by the end of this year, and by the end of 2027, Grok would be able to create “really good” movies.
There are several issues that remain, most notably the ability to remain cohesive throughout the length of a film, energy requirements, copyright questions for training data, and artistic intent. Hollywood has created some of the greatest cinematic masterpieces over the past 100 years, but 2026 could be the year AI not only assists but also independently authors cinema.
Tesla is continuing to push the boundaries of vehicle dynamics, as its latest published patent, US12654505B2, or “Suspension Actuator System for a Vehicle,’ which has finally been pushed through.
The design, which is credited to inventors Brian Lee Doorlag, Avraham Kagan, and Justin Sill, introduces a sophisticated hybrid suspension design that blends active motor-driven control with strategic passive elements to deliver superior ride quality, energy efficiency, and resilience against road imperfections, especially potholes.
Suspension Actuator System for a Vehicle@Tesla‘s US20240383297A1 patent introduces an innovative suspension actuator system that transforms vehicle suspension control through an intelligent combination of active and passive control elements.
By implementing both series and… https://t.co/vRvlOu3Dql pic.twitter.com/2WriXgpOvr
— SETI Park (@seti_park) November 27, 2024
At the heart of the system is an active control element powered by an electric motor. This motor drives a belt connected to a ball nut assembly and threaded screw, which adjusts the effective length of the suspension strut in real time.
By extending or retracting, the actuator can lift or lower the wheel more accurately, which can end up countering road disturbances. Sensors, including accelerometers and wheel position monitors, feed data to a suspension control system that processes inputs and commands the motor instantly.
This active component doesn’t work alone. A low-rate air spring mounts in parallel with the actuator. Its primary role is to offset much of the vehicle’s static weight, dramatically reducing the power demand on the motor.
Without this, the active system would constantly fight gravity, draining energy and generating heat. The air spring handles steady-state loads efficiently, allowing the motor to focus on dynamic adjustments.
Complementing this is a series of passive control elements—a spring and an adaptive damper—placed between the actuator and the wheel. This setup filters high-frequency vibrations before they reach the active motor, preventing it from overworking on minor inputs. The adaptive damper, potentially magnetorheological or valve-controlled, further tunes damping electronically for optimal comfort and stability.
How It Differs from Traditional Suspensions
Traditional passive suspensions compromise between comfort and handling, while pure active systems can be power-hungry and complex. Tesla’s hybrid approach resolves this by delegating tasks: the parallel air spring manages weight and low-frequency body motions, the series elements absorb rapid vibrations, and the active actuator tackles larger, lower-frequency events.
The result is a smoother, more isolated cabin experience. High-frequency road noise and harshness diminish, while the vehicle maintains precise control during cornering or acceleration. Energy efficiency improves, too—lower motor loads mean reduced battery drain, potentially extending range in electric vehicles.
How It Mitigates Potholes Specifically
Potholes are a major challenge because they provide a sudden drop to the wheel plunge, jarring the body of the vehicle, risking damage. The patent explicitly addresses this. Upon detecting a pothole (via sensors or predictive mapping), the control system activates
the motor to retract the strut, effectively pulling the wheel upward to minimize downward excursion. The series spring/damper cushions the impact, while the parallel air spring maintains overall support.
This proactive “wheel retraction” prevents sharp jolts, preserving passenger comfort and protecting components. Integrated with Tesla’s road roughness mapping patents, the system could anticipate potholes from fleet data, enabling preemptive adjustments for even smoother navigation.
Future Implications for Tesla Vehicles
This technology builds on Tesla’s existing adaptive dampers and air suspension that is seen in Cybertruck, but advances toward fully active control. It could roll out to future models, including refreshed Cybertrucks or next-gen vehicles, enhancing both daily drivability and off-road capability. By minimizing power use and complexity, it aligns with Tesla’s goals of efficiency and scalability.
In summary, US12654505B2 exemplifies Tesla’s engineering philosophy: intelligent integration over brute force. This hybrid suspension promises quieter, more comfortable rides and robust pothole defense, potentially setting a new standard for automotive comfort. As Tesla iterates, drivers can look forward to roads feeling far less rough.
Tesla Full Self-Driving and App Connectivity save life in medical emergency
Elon Musk predicts Grok will start to challenge Hollywood by the end of 2026
