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Tesla in talks with Brazil-based startup to access lithium supply for EV batteries
Tesla is reportedly looking to strike a deal with Sigma Lithium Resources Group, a Brazilian startup company that can supply Tesla with lithium, a key ingredient of electric car batteries.
Sigma was granted a license to begin mining lithium by the Environmental Authority of the State of Minas Gerais, the Council of Environmental Policy on June 11, 2019. The license will allow Sigma to mine hard rock lithium, a crucial piece of automotive-grade lithium-ion batteries, for six-years, making the company an extremely valuable asset for automakers pursuing electric mobility.
It should be noted that Brazil was ranked No.7 among countries with the highest concentration of lithium. A large percentage of the metal, used primarily for the production of glass and batteries, is available in the Minas Gerais area.
Sigma has previously met with Tesla’s current lithium supplier, Ganfeng Lithium, a Chinese-based company that is currently the country’s largest supplier of the material. Tesla reportedly organized the meeting between both parties that unfortunately did not end in a deal. Sigma CEO Calvyn Gardner cited the Brazilian startup company could not meet the financial or production needs that Ganfeng requested.
“There’s a bunch of other things that they [Ganfeng] need, not just prices, but other demands which are a little more complicated that sort of restricts Sigma to almost supplying purely into China. It’s not really what we think we should be doing over the long term,” Gardner remarked at a mining conference in Brazil.
Gardner, who calls himself a “fan” of Tesla, was interested in purchasing a Model 3 for himself but ran into roadblocks as Tesla does not have a sales office in the South American country. After import taxes would have more than doubled the cost of the Model 3, he decided to hold off.
Striking a deal with Tesla would directly benefit both companies. Tesla currently uses Gigafactory partner Panasonic as its battery supplier but appears to be seeking to expand it lineup of partners, especially after the Japanese electronics conglomerate has cut its profit outlook due to China’s trade war with the US. Tesla’s acquisition of Maxwell Technologies, an ultracapacitor producer, also hinted at the electric car maker’s plans to pursue battery technology beyond its Panasonic partnership.
It would be beneficial for both Tesla and Sigma to strike a deal directly, with the Brazilian company shipping the lithium to the electric car maker. Unfortunately, this could only happen once makers of cathodes, another primary component of batteries, set up facilities in the United States.
Other large automakers that are bursting into the electric transportation market, such as Volkswagen and BMW, have held talks with Sigma already. Gardner, a graduate of the University of South Africa, is optimistic over the talks with both German automakers. “Having options to get lithium from other jurisdictions and that you can supply over the long term,” he said. “That’s what all of them are interested in and we think Sigma can do that.”
There is no shortage of money or optimism in the lithium mining industry. Sigma has recently received a $30 million loan from Japanese trading group Mitsui, according to Reuters. The money is planned to be used in building Sigma facilities, and will be repaid in a big way: a third of Sigma’s planned output of lithium from its Minas Gerais mining facility.
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Tesla starts showing how FSD will change lives in Europe
Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.
Tesla has launched Europe’s first public shuttle service using Full Self-Driving (Supervised) in the rural Eifelkreis Bitburg-Prüm region of Germany, demonstrating how the technology can restore independence and mobility for people who struggle with limited transport options.
Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.
Officials see real impact on rural residents
Arzfeld Mayor Johannes Kuhl and District Administrator Andreas Kruppert personally tested the Tesla shuttle service. This allowed them to see just how well FSD navigated winding lanes and rural roads confidently. Kruppert said, “Autonomous driving sounds like science fiction to many, but we simply see here that it works totally well in rural regions too.” Kuhl, for his part, also noted that FSD “feels like a very experienced driver.”
The pilot complements the area’s “Citizen Bus” program, which provides on-demand rides for elderly residents who can no longer drive themselves. Tesla Europe shared a video of a demonstration of the service, highlighting how FSD gives people their freedom back, even in places where public transport is not as prevalent.
What the Ministry for Economic Affairs and Transport says
Rhineland-Palatinate’s Minister Daniela Schmitt supported the project, praising the collaboration that made this “first of its kind in Europe” possible. As per the ministry, the rural rollout for the service shows FSD’s potential beyond major cities, and it delivers tangible benefits like grocery runs, doctor visits, and social connections for isolated residents.
“Reliable and flexible mobility is especially vital in rural areas. With the launch of a shuttle service using self-driving vehicles (FSD supervised) by Tesla in the Eifelkreis Bitburg-Prüm, an innovative pilot project is now getting underway that complements local community bus services. It is the first project of its kind in Europe.
“The result is a real gain for rural mobility: greater accessibility, more flexibility and tangible benefits for everyday life. A strong signal for innovation, cooperation and future-oriented mobility beyond urban centers,” the ministry wrote in a LinkedIn post.
News
Tesla China quietly posts Robotaxi-related job listing
Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.
Tesla has posted a new job listing in Shanghai explicitly tied to its Robotaxi program, fueling speculation that the company is preparing to launch its dedicated autonomous ride-hailing service in China.
As noted in the listing, Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.
Robotaxi-specific role
The listing, which was shared on social media platform X by industry watcher @tslaming, suggested that Tesla China is looking to fill the role urgently. The job listing itself specifically mentions that the person hired for the role will be working on the Low Voltage Hardware team, which would design the circuit boards that would serve as the nervous system of the Robotaxi.
Key tasks for the role, as indicated in the job listing, include collaboration with PCB layout, firmware, mechanical, program management, and validation teams, among other responsibilities. The role is based in Shanghai.
China Robotaxi launch
China represents a massive potential market for robotaxis, with its dense urban centers and supportive policies in select cities. Tesla has limited permission to roll out FSD in the country, though despite this, its vehicles have been hailed as among the best in the market when it comes to autonomous features. So far, at least, it appears that China supports Tesla’s FSD and Robotaxi rollout.
This was hinted at in November, when Tesla brought the Cybercab to the 8th China International Import Expo (CIIE) in Shanghai, marking the first time that the autonomous two-seater was brought to the Asia-Pacific region. The vehicle, despite not having a release date in China, received a significant amount of interest among the event’s attendees.
Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Tesla starts showing how FSD will change lives in Europe
Tesla China quietly posts Robotaxi-related job listing
