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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.
Tesla’s reason for Starlink integration on Cybercab might surprise you, as the company’s Head of AI, Ashok Elluswamy, finally shed some light on the reason they are putting a satellite internet terminal on its ride-hailing-geared vehicle.
On Monday, Tesla officially confirmed that it would integrate Starlink V5 terminals into Cybercab vehicles, something many Tesla fans had figured the company would do, as the vehicle is primarily geared toward giving rides without any passenger intervention.
Starlink V5 directly integrated in Cybercab pic.twitter.com/FxzTtzjB6I
— Tesla (@Tesla) July 20, 2026
The ability to access the internet would allow riders to work or play in the car with their devices. It seemed like a more-than-reasonable feature to add to the Cybercab, which made its way off the production lines for the first time earlier this year.
Tesla reveals first vehicle model to receive Starlink integration
However, the move is not for the rider, as Elluswamy confirmed on Monday night. Instead, it’s actually for Tesla to be able to have a constant connection to the cars in the Robotaxi fleet so it can troubleshoot issues, contact riders, or resolve other issues.
Elluswamy said:
“It is still not required for safe operation of the vehicle. Connectivity is primarily meant for navigation, customer service and, in general, fleet management.”
It is still not required for safe operation of the vehicle. Connectivity is primarily meant for navigation, customer service and, in general, fleet management.
— Ashok Elluswamy (@aelluswamy) July 20, 2026
Many initially assumed the option of constant connectivity would be enabled on the Cybercab for passenger entertainment or work. With the Cybercab, passengers won’t be doing anything but enjoying the ride, so it seemed more than logical that they would be hanging out with Starlink internet access as an amenity.
However, Tesla’s primary concern with Robotaxi is safety, and nailing these first unsupervised rides is a crucial step to setting a good narrative on how effective driverless transportation can be.
Being able to get in touch with passengers or a vehicle if something is wrong is a crucial part of the overall experience, and preventative measures are being taken by Tesla to ensure a smooth process, even in the worst-case.
Tesla has expanded its Robotaxi program in Florida to include two new cities: Tampa and Orlando.
This marks the second and third cities to be added to the company’s available locations for autonomous ride-hailing in the Sunshine State, joining Miami, which was the first Florida city to offer Robotaxi rides.
Tesla announced the addition of Orlando and Tampa to the Robotaxi program on Tuesday morning. The cities now join Austin, Dallas, Houston, Miami, and the San Francisco Bay Area as locations where Tesla can operate its Robotaxi platform:
Robotaxi now in Tampa & Orlando! pic.twitter.com/fYtmXgJq3O
— Tesla Robotaxi (@robotaxi) July 21, 2026
These rides are unsupervised, as AI Head Ashok Elluswamy confirmed the suite in Florida is operating without safety drivers or anyone within the cabin to assist with operation.
Orlando Tesla Robotaxi Operation
The geofence in Orlando covers a prominent irregular shaded zone on the map, roughly 4-6 miles across in key dimensions, so it likely measures somewhere between 25 and 45 square miles, which is comparable to other early Tesla launches in other cities.
It encompasses central and southern areas bounded by major highways including SR-417 and SR-528, including parts of the Orlando metro core, tourism-adjacent zones, and residential/commercial districts. This represents an initial targeted rollout in a tourist-heavy region, positioned for quick expansion via Tesla’s software updates.
Tampa Tesla Robotaxi Operation
In Tampa, the shape of the geofence is a shaded polygon covering key neighborhoods, explicitly including West Tampa, Tampa Heights, Hyde Park, and downtown Tampa proper, with boundaries along major roads and the Hillsborough River area.
This focuses on high-demand central zones and will offer tourists and citygoers rides without drivers.
Robotaxi Progress
Tesla has been operating Robotaxi since last June, when it launched in Austin. The geofences in most regions have already expanded several times since their launch last year, but the bigger complaint is vehicle availability. Tesla has been working to add more Robotaxi-enabled vehicles to its fleet.
The company still plans to utilize its Cybercab, a new vehicle that is being produced at Gigafactory Texas, for the Robotaxi suite alongside the Model Y, which has been the vehicle of choice for Tesla with early operations.
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Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Tesla’s AI chief suggests the newest FSD v14 Lite build may finally go wide release.
Tesla’s head of AI, Ashok Elluswamy, noted on Sunday that the newest FSD v14 Lite build rolling out to Hardware 3 cars is likely the version that goes to wide release, the strongest signal yet that Tesla is near to closing out an early access phase that Hardware 3 owners have waited more than a year for.
Elluswamy made the comment in response to an extensive review from Tesla owner Zack, known on X as @BLKMDL3, who tested software version 2026.20.6.10 and detailed the changes in a lengthy post. “FSD v14 Lite (for Tesla AI3 hardware vehicles) review.
The update restarts a rollout that had stalled after its initial release. Tesla began pushing FSD v14 Lite to Hardware 3 early access drivers on June 29, bringing driving behavior learned on the newer Hardware 4 computer down to the more limited chip that has powered Tesla vehicles built between 2019 and early 2023. That release, as we covered in detail, gave roughly 4 million HW3 vehicles their first meaningful update since being frozen on version 12.6 in early 2025.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
The latest build adds features that bring Hardware 3 closer in line with what Hardware 4 owners already have. FSD can now start directly from park without a brake pedal confirmation, a change Zack called a small but meaningful quality of life improvement. The interface also picks up the blue “P” park icon, approaching destination alerts, and a dedicated Self-Driving app with streak tracking, all details previously exclusive to the AI4 branch of v14, as outlined in Tesla’s original release notes.
The stakes around Hardware 3 go beyond software polish. Tesla sold the Full Self-Driving package for years on the promise that every vehicle equipped with it had the hardware needed to eventually drive itself without supervision. That promise broke down during Tesla’s Q1 2026 earnings call, when Musk acknowledged HW3 cars could not run unsupervised FSD, prompting Tesla to offer trade-in discounts and hardware retrofits alongside the Lite software track.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla has continued to frame v14 Lite as the primary path forward for the HW3 fleet, telling owners in April that international markets would follow the U.S. rollout once regulatory approvals came through. For now, HW3 owners in the early access group are the only ones running the new build. A broader rollout would mark the second major software delivery to the legacy fleet since Tesla first released FSD v14 to Hardware 4 vehicles, and the first sign since June that the Lite program is still moving rather than stuck in early access limbo.
Tesla’s reason for Starlink integration on Cybercab might surprise you
Tesla Robotaxi program expands in Florida to two new cities
