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Tesla addresses Zero-Cobalt future in latest Impact Report

Tesla's 2170 battery cells. (Credit: Tesla)

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Tesla outlined its goal for responsible Cobalt sourcing in its latest 2019 Impact Report, released on June 8, 2020.

The automaker plans to eventually produce a zero-cobalt battery for its vehicles and energy products, in its bid to source metals in a responsible fashion that maintains not only the integrity of the company but also the human rights of those involved in the sourcing of raw materials.

“Tesla’s batteries use nickel-rich cathode materials which contain less cobalt than other widely use cathode chemistries in the industry with our ultimate goal being to eliminate cobalt completely from our cells,” notes Tesla in its Impact Report.

Tesla’s lithium-ion batteries utilize an NCA Cathode makeup, comprised of a Nickel-Cobalt-Aluminum structure. The combination of the three metals creates a battery that has longevity and stability throughout the life cycle of the vehicle. Cobalt supplies a battery with high-rate performance and enhances cycle stability when exposed to high levels of heat, according to ScienceMag.

Cobalt, while controversial, is a crucial element in lithium-ion batteries, at least for now. While Tesla continues to work toward the omittance of the element from its batteries, the challenge is finding another metal that can replace Cobalt while maintaining the integrity of the battery.

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Under a section titled “Supply Chain Introduction: Responsible Material Sourcing,” Tesla addresses and details its “Supplier Code of Conduct” and “Human Rights and Conflict Minerals Policy.” The two documents outline the company’s expectations for its suppliers and partners and require all members of the Tesla supply chain to uphold responsible and integrity-focused techniques when acquiring Cobalt.

“Tesla is committed to making working conditions in our supply chain safe and humane, ensuring that workers are treated with respect and dignity and that manufacturing processes are environmentally responsible,” the report indicates.

Tesla’s plans to utilize zero-Cobalt batteries are certainly in the company’s future plans. However, while the element is still included in the current battery makeup, responsible sourcing is among Tesla’s main concerns.

Suppliers involved in sourcing Cobalt for the electric automaker are required and expected to follow Tesla’s Code of Business Conduct and Ethics. Although many of the company’s direct suppliers obtain some raw materials through sub-contractors, Tesla conducts due diligence practices that maintain the safety and respect of workers everywhere.

Tesla has even gone as far as removing some risks from its supply chain. The report explicitly mentions areas notorious for child labor, especially in the field of Cobalt mining. “Because Tesla recognizes the higher risks of human rights issues within cobalt supply chains, particularly for child labor in the Democratic Republic of Congo, we have made a significant effort to establish processes to remove these risks from our supply chain,” the company wrote.

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The eventual phasing out of Cobalt from the batteries Tesla uses requires an extreme process of due diligence, now. Cobalt has been one of the primary sources of criticism for non-EV supporters. In particular, the issue of child labor has driven as much skepticism from critics as nearly any other topic. However, the regular auditing and due diligence have helped Tesla maintain responsible labor and material acquisition practices, effectively eliminating any criticism for utilizing Cobalt at the current time.

Currently, the company’s cells use nickel-rich cathode materials and contain less Cobalt than any other widely used cathode chemistries in the EV sector. Eventually, zero-Cobalt batteries will be introduced into Tesla’s EVs Still, a controversial subject like the sourcing of the metal requires a tedious and specific amount of verification through a series of annual third-party audits.

The transparency that Tesla provides throughout the Impact Report’s Cobalt Sourcing section shows a responsible process of mining the metal. Tesla states that it has mapped significant areas of the Cobalt supply chain, and ethics concerning sourcing the metal will continue to improve over time.

Tesla’s 2019 Impact Report is available below.

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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 opens Robotaxi access to everyone — but there’s one catch

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Credit: Tesla

Tesla has officially opened Robotaxi access to everyone and everyone, but there is one catch: you have to have an iPhone.

Tesla’s Robotaxi service in Austin and its ride-hailing service in the Bay Area were both officially launched to the public today, giving anyone using the iOS platform the ability to simply download the app and utilize it for a ride in either of those locations.

It has been in operation for several months: it launched in Austin in late June and in the Bay Area about a month later. In Austin, there is nobody in the driver’s seat unless the route takes you on the freeway.

In the Bay Area, there is someone in the driver’s seat at all times.

The platform was initially launched to those who were specifically invited to Austin to try it out.

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Tesla confirms Robotaxi is heading to five new cities in the U.S.

Slowly, Tesla launched the platform to more people, hoping to expand the number of rides and get more valuable data on its performance in both regions to help local regulatory agencies relax some of the constraints that were placed on it.

Additionally, Tesla had its own in-house restrictions, like the presence of Safety Monitors in the vehicles. However, CEO Elon Musk has maintained that these monitors were present for safety reasons specifically, but revealed the plan was to remove them by the end of the year.

Now, Tesla is opening up Robotaxi to anyone who wants to try it, as many people reported today that they were able to access the app and immediately fetch a ride if they were in the area.

We also confirmed it ourselves, as it was shown that we could grab a ride in the Bay Area if we wanted to:

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The launch of a more public Robotaxi network that allows anyone to access it seems to be a serious move of confidence by Tesla, as it is no longer confining the service to influencers who are handpicked by the company.

In the coming weeks, we expect Tesla to then rid these vehicles of the Safety Monitors as Musk predicted. If it can come through on that by the end of the year, the six-month period where Tesla went from launching Robotaxi to enabling driverless rides is incredibly impressive.

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Tesla analyst sees Full Self-Driving adoption rates skyrocketing: here’s why

“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”

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tesla interior operating on full self driving
Credit: TESLARATI

Tesla analyst Stephen Gengaro of Stifel sees Full Self-Driving adoption rates skyrocketing, and he believes more and more people will commit to paying for the full suite or the subscription service after they try it.

Full Self-Driving is Tesla’s Level 2 advanced driver assistance suite (ADAS), and is one of the most robust on the market. Over time, the suite gets better as the company accumulates data from every mile driven by its fleet of vehicles, which has swelled to over five million cars sold.

The suite features a variety of advanced driving techniques that many others cannot do. It is not your typical Traffic-Aware Cruise Control (TACC) and Lane Keeping ADAS system. Instead, it can handle nearly every possible driving scenario out there.

It still requires the driver to pay attention and ultimately assume responsibility for the vehicle, but their hands are not required to be on the steering wheel.

It is overwhelmingly impressive, and as a personal user of the FSD suite on a daily basis, I have my complaints, but overall, there are very few things it does incorrectly.

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Tesla Full Self-Driving (Supervised) v14.1.7 real-world drive and review

Gengaro, who increased his Tesla price target to $508 yesterday, said in an interview with CNBC that adoption rates of FSD will increase over the coming years as more people try it for themselves.

At first, it is tough to feel comfortable with your car literally driving you around. Then, it becomes second nature.

Gengaro said:

“You’ll see increased adoption as people are exposed to it. I’ve been behind the wheel of several of these and the different iterations of FSD, and it is getting better and better. It’s something when people experience it, they will be much more comfortable utilizing FSD and paying for it.”

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Tesla Full Self-Driving take rates also have to increase as part of CEO Elon Musk’s recently approved compensation package, as one tranche requires ten million active subscriptions in order to win that portion of the package.

The company also said in the Q3 2025 Earnings Call in October that only 12 percent of the current ownership fleet are paid customers of Full Self-Driving, something the company wants to increase considerably moving forward.

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Tesla scores major court win as judge rejects race bias class action

The ruling means the 2017 lawsuit cannot proceed as a class action because plaintiff attorneys were unable to secure testimony commitments from at least 200 workers.

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Credit: Tesla

Tesla scored a significant legal victory in California after a state judge reversed a class certification in a high-profile race harassment case involving 6,000 Black workers at its Fremont plant. The ruling means the 2017 lawsuit cannot proceed as a class action because plaintiff attorneys were unable to secure testimony commitments from at least 200 workers ahead of a 2026 trial, a threshold the judge viewed as necessary to reliably represent the full group.

No class action

In a late-Friday order, California Superior Court Judge Peter Borkon concluded that the suit could not remain a class action, stating he could not confidently apply the experiences of a much smaller group of testifying workers to thousands of potential class members. His ruling reverses a 2024 decision by a different judge who had certified the case under the belief that a trial of that size would be manageable, as noted in a Reuters report.

The lawsuit was originally filed by former assembly-line worker Marcus Vaughn, who alleged that Black employees at Tesla’s Fremont factory were exposed to various forms of racially hostile conduct, including slurs, graffiti, and instances of disturbing objects appearing in work areas. Tesla has previously said it does not tolerate harassment and has removed employees found responsible for misconduct. Neither Tesla nor the plaintiffs’ legal team immediately commented on the latest ruling.

Tesla’s legal challenges

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While the decertification narrows the scope of this particular case, Tesla still faces additional litigation over similar allegations. A separate trial involving related claims brought by a California state civil rights agency is scheduled just two months after the now-vacated class trial date. The company is also contending with federal race discrimination claims filed by the U.S. Equal Employment Opportunity Commission, alongside several individual lawsuits it has already resolved.

For now, the reversal removes the large-scale exposure Tesla would have faced in a unified class trial, shifting the dispute back to individual claims rather than a single mass action. The case is Vaughn v. Tesla, filed in Alameda County Superior Court.

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