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President Biden to announce investments that will secure Made in America mineral supply chain

Credit: CNBC Television

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President Joe Biden and the White House will announce major investments to expand the domestic critical minerals supply chain later today. The plans intend to break the United States’ dependence on China while boosting sustainable practices.

President Biden will meet with Administration and State Partners, along with industry executives, community representatives, labor leaders, and California Governor Gavin Newsom to announce the investments, the White House said today. The investments plan to hone in on the domestic production of key critical minerals and materials, which will create “good-paying, union jobs in sustainable production.”

The White House says the acquisition of the minerals is essential for nearly every part of everyday life, from entertainment to business, to transportation. While the minerals are essential for everything from household appliances to computers, President Biden’s focus on sustainability seems to be the main accelerator for the massive investments. The White House says that demand for critical minerals is set to skyrocket by between 400 and 600 percent in the next several decades, with EV battery demand increasing by 4,000 percent. Currently, the U.S. purchases many of these materials from foreign entities, especially China. “The U.S. is increasingly dependent on foreign sources for many of the processed versions of these minerals,” the White House said. “Globally, China controls most of the market for processing and refining for cobalt, lithium, rare earths, and other critical minerals.

The plan starts with a $35 million award to MP Materials on behalf of the Department of Defense “to separate and process heavy rare earth elements at its facility in Mountain Pass, California, establishing a full end-to-end domestic permanent magnet supply chain.” MP Materials plans to invest an additional $700 million to create 350 jobs by 2024.

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Redwood Materials will also be at the event, discussing a pilot for its “pathways program” with Ford and Volvo for the collection and recycling of lithium-ion batteries that have reached their end-of-life.

Department of Energy Secretary Jennifer Granholm will discuss its $140 million demonstration project, funded by the Bipartisan Infrastructure Law (BIL) “to recover rare earth elements and critical minerals from coal ash and other mine waste, reducing the need for new mining.” Granholm will also detail $3 billion in funding created by the BIL which will be used to invest in refining battery materials such as lithium, cobalt, nickel, and graphite, and battery recycling facilities, creating good-paying clean energy manufacturing jobs.

The White House also will congratulate MP Materials, BHE Renewables, Controlled Thermal Resources, EnergySource Minerals, General Motors, and Tesla for their various announcements which commit to the domestic sourcing of critical minerals and materials.

  • MP Materials recently announced construction of a rare earth metal, alloy and magnet manufacturing facility in Texas and a long-term supply agreement with General Motors to power the motors in more than a dozen of GM’s EV models. Production will begin next year, with capacity to produce enough magnets to power 500,000 EV motors annually.
  • In addition to BHE Renewables, Controlled Thermal Resources (CTR) and EnergySource Minerals have established operations in Imperial County to extract lithium from geothermal brine. GM will source lithium for EV batteries from CTR. The companies are also working with the state-authorized Lithium Valley Commission to develop a royalty structure that would invest profits from their operations in infrastructure, health, and educational investments for the residents of the surrounding region.
  • Tesla intends to source high-grade nickel for EV batteries from Talon Metals’ Tamarack nickel project under development in Minnesota. Talon Metals and the United Steelworkers (USW) have established a workforce development partnership for the project to train workers on next-generation technologies in the local community and from mining regions in the U.S. facing declining demand. As part of this partnership, Talon has agreed to remain neutral in any union organizing efforts by USW.

CNN also reports that two additional announcements not included on the White House Fact Sheet will also be included in the presentation later today

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.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla wins another award critics will absolutely despise

Tesla earned an overall score of 49 percent, up 6 percentage points from the previous year, widening its lead over second-place Ford (45 percent, up 2 points) to a commanding 4-percentage-point gap. The company also excelled in the Fossil Free & Environment category with a 50 percent score, reflecting strong progress in reducing emissions and decarbonizing operations.

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(Credit: Tesla)

Tesla just won another award that critics will absolutely despise, as it has been recognized once again as the company with the most sustainable supply chain.

Tesla has once again proven its critics wrong, securing the number one spot on the 2026 Lead the Charge Auto Supply Chain Leaderboard for the second consecutive year, Lead the Charge rankings show.

This independent ranking, produced by a coalition of environmental, human rights, and investor groups including the Sierra Club, Transport & Environment, and others, evaluates 18 major automakers on their efforts to build equitable, sustainable, and fossil-free supply chains for electric vehicles.

Tesla earned an overall score of 49 percent, up 6 percentage points from the previous year, widening its lead over second-place Ford (45 percent, up 2 points) to a commanding 4-percentage-point gap. The company also excelled in the Fossil Free & Environment category with a 50 percent score, reflecting strong progress in reducing emissions and decarbonizing operations.

Perhaps the most impressive achievement came in the batteries subsection, where Tesla posted a massive +20-point jump to reach 51 percent, becoming the first automaker ever to surpass 50 percent in this critical area.

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Tesla achieved this milestone through transparency, fully disclosing Scope 3 emissions breakdowns for battery cell production and key materials like lithium, nickel, cobalt, and graphite.

The company also requires suppliers to conduct due diligence aligned with OECD guidelines on responsible sourcing, which it has mentioned in past Impact Reports.

While Tesla leads comfortably in climate and environmental performance, it scores 48 percent in human rights and responsible sourcing, slightly behind Ford’s 49 percent.

The company made notable gains in workers’ rights remedies, but has room to improve on issues like Indigenous Peoples’ rights.

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Overall, the leaderboard highlights that a core group of leaders, Tesla, Ford, Volvo, Mercedes, and Volkswagen, are advancing twice as fast as their peers, proving that cleaner, more ethical EV supply chains are not just possible but already underway.

For Tesla detractors who claim EVs aren’t truly green or that the company cuts corners, this recognition from sustainability-focused NGOs delivers a powerful rebuttal.

Tesla’s vertical integration, direct supplier contracts, low-carbon material agreements (like its North American aluminum deal with emissions under 2kg CO₂e per kg), and raw materials reporting continue to set the industry standard.

As the world races toward electrification, Tesla isn’t just building cars; it’s building a more responsible future.

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Tesla Full Self-Driving likely to expand to yet another Asian country

“We are aiming for implementation in 2026. [We are] doing everything in our power [to achieve this],” Richi Hashimoto, president of Tesla’s Japanese subsidiary, said.

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Credit: Tesla Asia | X

Tesla Full Self-Driving is likely to expand to yet another Asian country, as one country seems primed for the suite to head to it for the first time.

The launch of Full Self-Driving in yet another country this year would be a major breakthrough for Tesla as it continues to expand the driver-assistance program across the world. Bureaucratic red tape has held up a lot of its efforts, but things are looking up in some regions.

Tesla is poised to transform Japan’s roads with Full Self-Driving (FSD) technology by 2026.

Richi Hashimoto, president of Tesla’s Japanese subsidiary, announced the ambitious timeline, building on successful employee test drives that began in 2025 and earned positive media reviews. Test drives, initially limited to the Model 3 since August 2025, expanded to the Model Y on March 5.

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Once regulators approve, Over-the-Air (OTA) software updates could activate FSD across roughly 40,000 Teslas already on Japanese roads. Japan’s orderly traffic and strict safety culture make it an ideal testing ground for autonomous driving.

Hashimoto said:

“We are aiming for implementation in 2026. [We are] doing everything in our power [to achieve this].”

The push aligns with Hashimoto’s leadership, which has been credited for Tesla’s sales turnaround.

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In 2025, Tesla delivered a record 10,600 vehicles in Japan — a nearly 90% jump from the prior year and the first time exceeding 10,000 units annually.

The strategy shifted from online-only sales to adding 29 physical showrooms in high-traffic malls, plus staff training and attractive financing offers launched in January 2026. Tesla also plans to expand its Supercharger network to over 1,000 points by 2027, boosting accessibility.

This Japanese momentum reflects Tesla’s broader international expansion. In Europe, Giga Berlin produced more than 200,000 vehicles in 2025 despite a temporary halt, supplying over 30 markets with plans for sequential production growth in 2026 and battery cell manufacturing by 2027.

While regional EV sales faced headwinds, the factory remains a cornerstone for Model Y deliveries across the continent.

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In Asia, Giga Shanghai continues to be recognized as Tesla’s powerhouse. China, the company’s largest market, saw January 2026 deliveries from the plant rise 9 percent year-over-year to 69,129 units, with affordable new models expected later this year.

FSD advancements, already progressing in the U.S. and South Korea, are slated for Europe and further Asian rollout, complementing plans to expand Cybercab and Optimus to new markets as well.

With OTA-enabled autonomy on the horizon and retail strategies paying dividends, Tesla is strengthening its footprint from Tokyo showrooms to Berlin assembly lines and Shanghai exports. As Hashimoto continues to push Tesla forward in Japan, the company’s global vision for sustainable, self-driving mobility gains traction across Europe and Asia.

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Tesla ships out update that brings massive change to two big features

“This change only updates the name of certain features and text in your vehicle,” the company wrote in Release Notes for the update, “and does not change the way your features behave.”

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Credit: Tesla

Tesla has shipped out an update for its vehicles that was caused specifically by a California lawsuit that threatened the company’s ability to sell cars because of how it named its driver assistance suite.

Tesla shipped out Software Update 2026.2.9 starting last week; we received it already, and it only brings a few minor changes, mostly related to how things are referenced.

“This change only updates the name of certain features and text in your vehicle,” the company wrote in Release Notes for the update, “and does not change the way your features behave.”

The following changes came to Tesla vehicles in the update:

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  • Navigate on Autopilot has now been renamed to Navigate on Autosteer
  • FSD Computer has been renamed to AI Computer

Tesla faced a 30-day sales suspension in California after the state’s Department of Motor Vehicles stated the company had to come into compliance regarding the marketing of its automated driving features.

The agency confirmed on February 18 that it had taken a “corrective action” to resolve the issue. That corrective action was renaming certain parts of its ADAS.

Tesla discontinued its standalone Autopilot offering in January and ramped up the marketing of Full Self-Driving Supervised. Tesla had said on X that the issue with naming “was a ‘consumer protection’ order about the use of the term ‘Autopilot’ in a case where not one single customer came forward to say there’s a problem.”

It is now compliant with the wishes of the California DMV, and we’re all dealing with it now.

This was the first primary dispute over the terminology of Full Self-Driving, but it has undergone some scrutiny at the federal level, as some government officials have claimed the suite has “deceptive” names. Previous Transportation Secretary Pete Buttigieg was one of those federal-level employees who had an issue with the names “Autopilot” and “Full Self-Driving.”

Tesla sued the California DMV over the ruling last week.

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