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Tesla’s years of battery tech investments are becoming a buffer against nickel’s rising costs
For years, Tesla has invested heavily in its supply chain and battery strategy. So focused was the company in these endeavors that it even decided to design and produce its own batteries, the 4680 cells. The next-generation cells are a crucial component of Tesla’s long-term plan to make electric vehicles more affordable.
Elon Musk has been very open about Tesla’s need for nickel. Being a key component of its high-performance batteries, Musk stated back in 2020 that any company that can provide Tesla with environmentally-friendly nickel would be granted with a massive contract. During Battery Day, the CEO also highlighted that Tesla’s nickel-based 4680 batteries would be the heart of the company’s flagship products, like the Cybertruck.
But while nickel is a critical ingredient of lithium-ion batteries, experts have predicted an upcoming shortage for some time. Norway-based energy analytics firm Rystad Energy estimated that demand would surpass nickel supply around 2024, and by 2026, there might be a shortage of the material. This timeframe seems to have been accelerated by Russia’s invasion of Ukraine.
It should be noted that Russia controls 20% of the supply of the industry’s highest-grade nickel. The country also holds 10% of the world’s overall nickel supply. Thus, when Russia was hit by sanctions due to its invasion of Ukraine, the markets reacted. Nickel prices rose so much that the London Metal Exchange canceled trading for the material for more than a week. In a statement to Insider, auto industry analyst Lauren Fix noted that Russia’s control of nickel could have adverse effects for electric vehicle makers.
“Relying on your enemies to supply you with critical materials is never to your benefit. They have the ability to control the price you pay and can make it more difficult for you to gain supply to meet your goals,” Fix said.
Tesla is the market’s dominant electric vehicle maker, and for good reason. For years, the company has initiated plans to be as immune as possible from market shifts. Tesla built up a nickel supply practically independent of many market shifts by tapping into partnerships with nickel-mining companies and nickel production entities. The company even bought into a nickel mine in early 2021, providing itself with direct access to the material.
Tesla has also worked heavily in its battery technology, from the 2170 cells currently being made in Gigafactory Nevada with Panasonic to the 4680 cells that are currently being ramped in the company’s Kato Road facility. Tesla’s 4680 batteries were announced as nickel-based cells, though they feature a number of efficiencies that make their production more cost-effective and their life cycle longer compared to traditional batteries.
Interestingly enough, Tesla is not keeping its 4680 battery technology all for itself. In a previous announcement, Panasonic has confirmed that it would also be producing 4680 batteries, and they have already been validated by the electric vehicle maker. Panasonic has noted that mass production of the next-generation cells would begin around 2024.
Tesla also managed to handle the rising cost of nickel by using batteries that do not use the material at all. As per CEO Elon Musk, Tesla has started focusing on using iron-based batteries for its entry-level vehicles like the Model 3 RWD and the Model Y RWD, both of which are produced in Gigafactory Shanghai. The company has also mentioned that it had begun using manganese for some of its batteries to help reduce its reliance on nickel. Lastly, Tesla also launched a recycling program for its nickel-based batteries, which should help the company’s supply chain further in the future.
Tesla is still affected by shifts in the market. The fact that the company has raised its vehicle prices twice in recent weeks is proof of that. However, a number of experts have stated that Tesla’s forward-looking strategy still makes the company well-positioned to continue in its role as the undisputed leader in the electric vehicle industry. Tien Wong, a tech investor and the founder of Connectpreneur, shared his thoughts on the matter.
“Prewar, nickel prices, and potential shortages were a huge concern of Elon’s and the EV industry as a whole. The war will exacerbate these dynamics, which will result in higher prices and slower deliveries for EVs. As for Tesla, they are the market leader right now, so the nickel situation may actually help them versus competitors in the short run,” Wong said.
*Quotes courtesy of Insider.
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Tesla Giga Berlin hits a sustainability milestone that’s so impressive, it sounds fake
As per the facility’s plant manager, Giga Berlin has completed one whole year without any of its process wastewater being discharged into the municipal sewer system.
Tesla Gigafactory Berlin-Brandenburg has achieved a sustainability milestone that is so impressive, it almost sounds fake. As per the facility’s plant manager, Giga Berlin has completed one whole year without any of its process wastewater being discharged into the municipal sewer system.
The announcement comes just over a month after Tesla Germany revealed that Gigafactory Berlin had returned 377,000 cubic meters of annual water rights to local authorities due to the facility’s sustainability systems.
Insane one year feat
Andre Thierig, Giga Berlin Senior Director of Manufacturing, stated that the factory’s one-year milestone was made possible by the facility’s industry-leading waste treatment systems. With no process wastewater discharged into the municipal sewer for a year now, Giga Berlin has effectively become one, if not the region’s, most environmentally friendly vehicle production facilities.
“Today, we completed 1 YEAR without any process waste water being discharged into the municipal sewer, achieved by an incredible team (aka Ninja Turtles) with our futuristic waste water treatment facility. Making a sustainable product matters a lot but doing it sustainably is just as important! This underlines our strong environmental commitment to region of Berlin-Brandenburg,” the plant manager wrote in a LinkedIn post.

Officials and Giga Berlin’s water consumption
Jochem Freyer, Chairman of the Management Board of the Employment Agency Frankfurt (Oder), shared his congratulations to Tesla Germany. “The decision in favor of the facility was a strong move – for the environment, for the brand, for East Brandenburg! I hope for further innovations from Giga Berlin-Brandenburg, the official noted.
In late September, reports emerged stating that Tesla Germany had returned 377,000 cubic meters of annual water rights to the Strausberg-Erkner Water Association (WSE). This was because the facility ended up using significantly less water than originally planned. WSE chairman Thomas Krieger stated that the water Giga Berlin was saving would be distributed to municipalities and other users in the region.
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Tesla’s latest Robotaxi job posting takes the whole program a step forward
On Tuesday, Tesla posted a new job for a Senior Insurance Claims Specialist, Robotaxi, the first of its kind.
Tesla’s latest Robotaxi job posting goes beyond what has been posted in the past and truly takes the entire program a step forward.
Tesla has been hiring some employees for Robotaxi, but a vast majority of the job postings have been related to Vehicle Operator positions, meaning the people who are Safety Monitors or Validation Vehicle Drivers.
Some job postings have hinted at Robotaxi expanding to new cities.
However, on Tuesday, Tesla posted a new job for a Senior Insurance Claims Specialist, Robotaxi, the first of its kind.
The job description says the employee will “oversee the company’s corporate insurance, risk management and surety programs across all business components.” Additionally, it says the position plays “a critical role in managing incident reporting a claim processes for Tesla Robotaxi and ride-hailing operations.”
🚨Buckle up — shit’s about to get real.
Tesla hires Senior Robotaxi Insurance Claims Specialist. pic.twitter.com/RAdjJCYCeS
— Tesla Yoda (@teslayoda) November 5, 2025
Essentially, Tesla could be looking to prepare for when it eventually will have to take liability for accidents completely. This would be when the company launches fully autonomous vehicles, meaning Cybercab and the Robotaxi program, specifically. It would also include passenger vehicles with Full Self-Driving.
Tesla is currently operating a Robotaxi program in Austin, Texas, as well as a ride-hailing platform in the California Bay Area.
These programs are the company’s first foray into ride-hailing, with or without someone in the driver’s seat of the vehicle. In Austin, Tesla operates most of its rides without a Safety Monitor in the driver’s seat. Only freeway routes require the Monitor to be directly behind the wheel.
In California, someone sits in the driver’s seat at all times.
The job posting seems to indicate that things could be relatively close in terms of solving self-driving, especially if Tesla is looking to fill a role that would handle autonomous insurance claims.
Of course, it will take Tesla to solve autonomy, and with the company aiming to start Cybercab production (without a steering wheel) in Q2 2025, it surely feels like it is on the brink of something great.
News
Tesla snags Lamborghini alum to help in newly entered market
Tesla has snagged a Lamborghini alum to help with its entrance into a new market, which has proven to be an intricate situation for the automaker.
A report from Bloomberg states that Tesla has hired Sharad Agarwal, who was formerly employed by the Italian luxury carmaker, to run its operations in India. With Lamborghini, he was employed to handle operations in India.
Tesla launches in India with Model Y, showing pricing will be biggest challenge
Tesla has gone through quite a few different team members with its launch in India, starting with a few hirings a few years ago, well before the company actually committed to selling cars in the country.
The move helps Tesla streamline its executive decision-making process, as it previously had employees in India reach out to managers based in China, among other areas. Agarwal will be stationed in India and will handle the company’s operations.
Tesla’s mentality behind the strategy is to have local leadership, something that seems to cater to the market specifically.
Tesla had previously put Isabel Fan, the manager of Southeast Asia for the company, in the position. However, Tesla seemed to want someone who was more permanent and would be dedicated to India exclusively.
India has the largest population on Earth and has a massive automotive market for that reason. Tesla stands to gain a lot from a strong performance in India, and its clean energy vehicles could help with pollution of all kinds in the region.
Tesla’s path to entrance in the Indian market was a long one, as the company tried for nearly ten years to get into the elusive region. Back in 2016, CEO Elon Musk said Tesla “would love to be in India,” teasing the Model 3.
By 2017, Tesla had met with officials from the country, but tried to get import duties down to nothing from 100 percent.
Indian authorities denied Tesla’s request.
For years, Musk met with Prime Minister Narendra Modi to try and iron out a deal of some sort. Nothing truly came to fruition, at least until last year, when real movement started.
By 2024, India had introduced a strategy to reduce import duties for some companies, which was enough for Tesla to make a move. It is now 2025, and the company still has not committed to building a factory in the region. However, it is not completely out of the question.
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