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Tesla battery supplier LG Chem secures lithium from North America mine

Image Credit: LG Energy Solution

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South Korean battery maker LG Chem has announced that it had signed offtake agreements with American miner Piedmont Lithium for a total of 200,000 metric tons of spodumene concentrate (SC6). SC6 is a high-purity material that processes lithium ore, which can extract lithium hydroxide used as material for batteries. 

With the agreement in place, Piedmont will be supplying LG Chem with 50,000 metric tons per year of SC6 from a Canadian mine over a four-year term, starting in the third quarter of 2023. LG Chem is expected to extract about 30,000 metric tons of lithium hydroxide, which should be enough material for about 500,000 high-performance electric cars. 

Piedmont holds a 25% ownership stake in the North American Lithium (NAL) mine located in Quebec. It should be noted that NAL is the only lithium mine in North America that’s capable of commercial production this year. Lithium mined in the region is expected to be used to produce cathode materials for North American customers, as noted by LG Chem in a press release

With the utilization of materials from the North American Lithium mine, LG Chem is expected to comply with the requirements of the US’ Inflation Reduction Act (IRA). LG has also signed an agreement with Piedmont for an equity investment of $75 million, which should result in the South Korean battery maker holding a 6% stake in the miner. LG Chem secured priority negotiation rights to purchase 10,000 tons of lithium hydroxide produced annually by Piedmont in the United States as well. 

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Piedmont CEO Keith Phillips expressed his optimism about the deal. “We are pleased to partner with LG Chem to supply lithium resources produced in North America. As LG Chem has a strong commitment to US electric vehicle battery manufacturing, Piedmont looks forward to discussing additional potential cooperation with LG Chem in North America,” Phillips noted.  

LG Chem CEO Hak Cheol Shin highlighted how the deal would help the company satisfy the IRA’s standards. “This agreement allows LG Chem to provide differentiated values to North American customers with products that satisfy IRA standards by preemptively securing raw materials in the US, our key market,” adding that “We will lead the battery material market by building various partnerships, including joint metal investments with automotive OEMs and battery makers,” the CEO said. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla-inspired door handles prohibited under China’s new safety standard

The rule effectively ends a design trend pioneered by Tesla and widely adopted across China’s electric vehicle market.

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Credit: Tesla Asia/X

China will ban hidden door handles on electric vehicles starting 2027 under a new national safety standard, forcing automakers to equip their cars with mechanical exterior and interior handles. 

The rule effectively ends a design trend pioneered by Tesla and widely adopted across China’s electric vehicle market.

China bans hidden door handles

China’s Ministry of Industry and Information Technology (MIIT) noted that the new mandatory national auto safety standard on EV door handles will take effect on January 1, 2027. For models that have already received approval and are scheduled for launch, automakers will be allowed to complete required design changes by January 2029.

Under the new rules, exterior door handles must remain operable even in scenarios involving irreversible restraint system failures or thermal runaway incidents in the battery pack. Doors must also be capable of opening even if the vehicle loses electrical power. Interior doors must include at least one independent mechanical release handle per door as well.

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Safety concerns drive rollback

Hidden and electrically actuated door handles have become mainstream in recent years as EV makers pursued cleaner styling and improved aerodynamics. Tesla pioneered the hidden handle design, and it was adopted by most Chinese EV manufacturers in either fully hidden or semi-hidden forms, as noted in a CNEV Post report. Today, about 60% of top-selling EVs in China use the design.

Chinese regulators have stated that the designs pose safety risks, particularly in crashes or power failures where doors may not open from the inside or outside. Authorities cited multiple fatal incidents in which occupants or rescuers were unable to open vehicle doors after collisions.

One high-profile case occurred last October, when a Xiaomi SU7, a vehicle designed to be a competitor to the Tesla Model 3, caught fire following a crash in Chengdu in southwest China. The driver died after bystanders were unable to open the doors. The incident sparked intense scrutiny over the SU7’s Tesla-inspired door handles.

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Tesla’s global fleet surpasses 9 million vehicles worldwide

The update was posted by Tesla China, which competes in the world’s most competitive electric vehicle market.

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Credit: Tesla China

Tesla’s global fleet has now exceeded 9 million vehicles, a major milestone for the electric vehicle maker. 

The update was posted by Tesla China, which competes in the world’s most competitive electric vehicle market.

Tesla’s global fleet crosses 9 million vehicles

The milestone was highlighted in a graphic shared by Tesla China, which thanked the over nine million Tesla owners worldwide for their support over the years. To celebrate the milestone, Tesla China announced several incentives for select owners, from Model Y L test drives to Tesla Bot Premium Gift Sets to Supercharging perks. 

The milestone comes 16 years after the company started delivering its first vehicle, the original Tesla Roadster, as observed by members of the Tesla community. The first production Roadster was delivered to Elon Musk, who was serving as chairman at the time.

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Reaching a global fleet of more than 9 million vehicles reflects the cumulative impact of Tesla’s growth over the past decade, particularly following the introduction of high-volume models such as the Model 3 and Model Y. The Model 3 and Model Y have allowed Tesla to transform from a niche automaker into one of the world’s largest producers of electric cars.

Strong China sales help drive fleet growth

Tesla’s expanding global footprint has been supported by solid performance in China, where the company posted a strong finish to 2025. In December, the Model Y ranked as the country’s top-selling new energy vehicle, as per sales data compiled by Chinese auto industry aggregator Yiche.

The Model Y led China’s NEV rankings with approximately 65,874 units sold during the month, outperforming a field dominated by domestic manufacturers such as BYD, SAIC-GM-Wuling, and Xiaomi. Tesla’s Model 3 also delivered an impressive result, ranking eighth overall with just under 28,000 units sold, ahead of numerous locally produced competitors despite its premium pricing.

Tesla China’s broader performance in December was equally notable. The company sold 97,171 vehicles wholesale during the month, based on data from the China Passenger Car Association. The result marked Tesla China’s second-highest monthly total on record, trailing only November 2022’s peak of 100,291 units.

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Tesla launches new affordable Model Y configuration in the U.S.

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Credit: Tesla

Tesla has launched another new affordable Model Y configuration in the United States, now adding a fifth version of the all-electric crossover to its lineup, diversifying the car’s options and giving consumers more choices at the time of purchase.

Tesla launched the Model Y All-Wheel-Drive on Monday night, pricing it at $41,990. It features 294 miles of range, a 125 MPH top speed, and a 0-60 MPH acceleration rate of 4.6 seconds.

The vehicle is the second most-affordable configuration of the Model Y, only eclipsing the Model Y Rear-Wheel-Drive, which is priced at $39,990.

The move to expand the Model Y lineup comes just a week after CEO Elon Musk confirmed the company would remove the Model S and Model X from production, making way for manufacturing of the Optimus robot at the company’s Fremont, California, factory.

The Model Y All-Wheel-Drive fits the bill of the “Standard” offerings of the vehicle that Tesla launched last year. It is void of many of the more luxurious features, which are available in the “Premium” trim levels, available in Rear-Wheel-Drive, All-Wheel-Drive, and Performance.

The differences between the Standard and Premium configurations can be found in the video below:

@teslarati There are some BIG differences between the Tesla Model Y Standard and Tesla Model Y Premium #tesla #teslamodely ♬ Sia – Xeptemper

With five configurations now available in the Model Y, it certainly seems as if Tesla is attempting to get the vehicle available in more options than ever before.

With the Model S and Model X being removed from production due to their irrelevance to the future and Tesla’s focus on autonomy, diversifying the Model Y portfolio seems to align with the idea that the company is okay with making more variations of its most popular car.

Tesla Model Y Standard: first impressions from a Premium owner

Removing the Model S and Model X and replacing them with a new Model Y configuration is not exactly what fans have been wanting; many have been wondering what Tesla will do to replace the need for a bigger SUV for large families.

Nevertheless, Tesla’s relentless attitude toward solving autonomy and its preparation to launch a self-driving ride-hailing service seem to fit the bill for this move. Soon, it will be the Model 3, Model Y, and Cybercab playing the main parts of this autonomous future. The Cybertruck will be sticking around for other things, like local hauling.

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