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Tesla’s warning on battery mineral shortage addressed in new mining-reform legislation
Tesla is concerned about a global shortage of minerals required for production of electric vehicle batteries, with the electric car maker recently warning major industry players and US government representatives of an upcoming mineral supply challenge due to underinvestment in mining sources, according to a report published by Reuters. Representatives in the US government who are both aware and focused on the shortage issue have introduced legislation in the Senate to address delays rooted in the federal approval process. The bill, titled the “American Mineral Security Act”, was presented at the same closed-door conference where Tesla expressed its concerns last week.
“Our bill takes steps that are long overdue to reverse our damaging foreign dependence and position ourselves to compete in growth industries like electric vehicles and energy storage,” Lisa Murkowski (R-Alaska), the main sponsor of the bill, said in a statement about the legislation. Senators Joe Manchin (D-W. Virginia), Martha McSally (R-Arizona), and Dan Sullivan (R-Alaska) are co-sponsors.
The bill specifically requires that a list of critical minerals be compiled at least every three years along with a resource assessment of those minerals nationwide. This data is then used to target and implement reforms in the federal regulatory process aimed at reducing government-driven delays in the mining approval process.
As a major consumer of minerals required for the production of electric vehicle (EV) batteries and other vehicle parts, Tesla will need stable access to mined resources like copper, nickel, and lithium in the long term. The expansion of the EV market will continue to increase demand for these resources. Other tech players such as Amazon and Alphabet also need the same resources for the production of their digital assistants and home connectivity devices.
Tesla’s global supply manager for battery metals, Sarah Maryssael, spoke with representatives present at the industry conference about Tesla’s concerns regarding the company’s mineral needs. Maryssael noted that a “huge potential” existed for mining partnerships in Australia and the US to help with the supply issue, possibly citing a preliminary deal between the two countries for a joint effort towards research and development in the area.
The global demand for copper, in particular, is expected to increase from the current 38,000 tons per day to 1.5 million tons by 2030, and this estimate has driven major copper production companies to expand its mining activities in the US and Indonesia. Electric cars use twice as much copper as gas-powered cars, making the EV industry particularly sensitive to its market availability.
-->Tesla’s needs from the mineral industry go well beyond copper. The company’s Nevada-based Gigafactory 1 facility is expected to hit 255 GWh annual production of batteries once complete. At that rate, the current global supply of lithium will need to increase nearly three times over to meet the demand. Unlike copper, though, investments in lithium production are ongoing, and Tesla’s ramping need for the mineral is driving significant expansion in part of the mineral market.
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Tesla Semi factory looks almost complete during Thanksgiving weekend
Based on recent drone videos, the Tesla Semi factory looks practically ready to start operations.
It appears that the Tesla Semi factory near Giga Nevada is already hard at work preparing for the initial production of the Class 8 all-electric truck. This was, at least, hinted at in a recent drone flyover of the facility from a longtime watcher.
The Tesla Semi factory after Thanksgiving
Drone operator and Tesla Semi advocate @HinrichsZane recently shared some footage he captured of the upcoming facility during the Thanksgiving weekend. Based on his video, it appears that Tesla gave its employees in the area the weekend off. One thing is evident from the video, however, and that is the fact that the Tesla Semi factory looks practically ready to start operations.
The Tesla Semi watcher did point out that the electric vehicle maker is still busy bringing in production equipment into the facility itself. Once these are installed, it would not be surprising if initial production of the Tesla Semi begins.
A new Tesla Semi
The upcoming completion of the Tesla Semi factory near Gigafactory Nevada seems all but inevitable in the coming months. What would be especially interesting, however, would be the vehicles that would be produced on the site. During Elon Musk’s presentation at the 2025 Annual Shareholder Meeting, a glimpse of the production Tesla Semi was shown, and it looks quite a bit different than the Class 8 all-electric truck’s classic appearance.
As could be seen in the graphic from the CEO’s presentation, the updated Tesla Semi will feature slim lightbar headlights similar to the new Tesla Model Y, Cybertruck, and the Cybercab. Tesla also teased a number of aerodynamic improvements that increased the truck’s efficiency to 1.7 kWh per mile. Extended camera units, seemingly for FSD, could also be seen in the graphic.
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Tesla scores major hire as Apple scientist moves to Optimus team
Chen, who advanced from individual contributor to technical lead during his time at Apple, noted that he was blown away by Tesla’s efforts and synergy.
Former Apple research scientist Yilun Chen has left the tech giant to join Tesla’s Optimus AI team. Chen, who advanced from individual contributor to technical lead during his time at Apple, noted that he was blown away by Tesla’s efforts and synergy.
Apple veteran closes a major chapter
In a farewell note, Yilun Chen reflected on his tenure at Apple as a period defined by rapid growth and exposure to notable internal projects, some of which remain unreleased. His roles spanned engineering, research, early product incubation, and hands-on prototyping, allowing him to build expertise across both mature and emerging teams.
Chen credited mentors, colleagues, and cross-functional collaborators for shaping his trajectory, calling the experience unforgettable and emphasizing how each team taught him different lessons about scaling technology, guiding product vision, and navigating fast-moving research environments. “Each role has offered me invaluable unique lessons… My deepest gratitude goes to my colleagues, mentors and friends,” he wrote.
Tesla’s Optimus lab secured the hire
Chen said the move to Tesla was driven by the momentum surrounding Optimus, a humanoid robot powered by LLM-driven reasoning and Physical AI. After visiting Tesla’s Optimus lab, he admitted that he was “totally blown away by the scale and sophistication of the Optimus lab and deep dedication of people when I got to visit the office.”
His first week at Tesla, he noted, involved spontaneous deep-tech discussions, a flat team structure, rapid prototyping cycles, and what he called a “crazy ideas with super-fast iterations” culture. Chen emphasized that the team’s ambition, as well as its belief that humanoid robots are now within reach, creates an energy level that feels aimed at changing the world.
-->“You can feel the energy to change the world here,” he wrote in a post on social media.
Elon Musk
Elon Musk gives nod to SpaceX’s massive, previously impossible feat
It was the booster’s 30th flight, a scenario that seemed impossible before SpaceX became a dominant force in spaceflight.
Elon Musk gave a nod to one of SpaceX’s most underrated feats today. Following the successful launch of the Transporter-15 mission, SpaceX seamlessly landed another Falcon 9 booster on a droneship in the middle of the ocean.
It was the booster’s 30th flight, a scenario that seemed impossible before SpaceX became a dominant force in spaceflight.
Elon Musk celebrates a veteran Falcon 9 booster’s feat
SpaceX completed another major milestone for its Smallsat Rideshare program on Friday, successfully launching and deploying 140 spacecraft aboard a Falcon 9 from Vandenberg Space Force Base. The mission, known as Transporter-15, lifted off two days later than planned after a scrub attributed to a ground systems issue, according to SpaceFlight Now. SpaceX confirmed that all payloads designed to separate from the rocket were deployed as planned.
The Falcon 9 used for this flight was booster B1071, one of SpaceX’s most heavily flown rockets. With its 30th mission completed, it becomes the second booster in SpaceX’s fleet to reach that milestone. B1071’s manifest includes five National Reconnaissance Office missions, NASA’s SWOT satellite, and several previous rideshare deployments, among others. Elon Musk celebrated the milestone on X, writing “30 flights of the same rocket!” in his post.
Skeptics once dismissed reusability as unfeasible
While rocket landings are routine for SpaceX today, that was not always the case. Industry veterans previously questioned whether reusable rockets could ever achieve meaningful cost savings or operational reliability, often citing the Space Shuttle’s partial reusability as evidence of failure.
-->In 2016, Orbital ATK’s Ben Goldberg argued during a panel that even if rockets could be reusable, they do not make a lot of sense. He took issue with Elon Musk’s claims at the time, Ars Technica reported, particularly when the SpaceX founder stated that fuel costs account for just a fraction of launch costs.
Goldberg noted that at most, studies showed only a 30% cost reduction for low-Earth orbit missions by using a reusable rocket. “You’re not going to get 100-fold. These numbers aren’t going to change by an order of magnitude. They’re just not. That’s the state of where we are today,” he said.
Former NASA official Dan Dumbacher, who oversaw the Space Launch System, expressed similar doubts in 2014, implying that if NASA couldn’t make full reusability viable, private firms like SpaceX faced steep odds.
Tesla Semi factory looks almost complete during Thanksgiving weekend
Tesla scores major hire as Apple scientist moves to Optimus team
