Tesla lobbyist registry documents in Canada hint that the EV automaker has initiated talks with CDN’s federal government. The public records suggest Tesla has been talking with feral government officials in Canada over the last six months.
The latest lobbyist record was posted on August 12. It specifically covered Tesla exploring manufacturing opportunities in Canada and focused on speeding up permit timelines.
Tesla’s Updated Lobbying Objectives
“Seek government support to facilitate the engagement with provinces regarding permitting timelines, to increase the competitiveness of Canada and its ability to attract capital through approvals timeframes that are competitive with other manufacturing locations while working with government to identify incentives to further increase the attractiveness of Canada,” wrote Tesla as its lobbyist objectives.
A spokesperson for Canada’s Innovation, Science and Economic Development (ISED) minister François-Philippe Champagne told Teslarati that the country was working hard to ensure the auto industry’s future. Federal government officials have kept mum about Tesla and Canada’s potential future together. Champagne confirmed that the two parties are talking in an interview.
“We’re engaging with Tesla as well,” the ISED Minister told Electric Economy Canada.
Canada as a Major EV Supplier
The 2022 Inflation Reduction Act will take effect by the end of the year. Automakers who wish to make a play or stay in the U.S. EV industry will need to secure their supply chains across North America and its trading partners. At least 40% of EV battery materials must follow the law’s sourcing requirements by 2024 to qualify for EV credits.
Canada seems to be taking advantage of the Inflation Reduction Act’s battery requirements to become a major EV supplier in North America.
ISED is working hard to attract all automakers and related auto companies worldwide. Canada recently signed separate agreements with Volkswagen and Mercedes Benz for EV battery materials.
Canada as a Tesla Supplier
Magnets are significant EV components Canada aims to supply to automakers.
“We’re looking at poppy foil, we’re looking at electrolytes, we’re looking at magnets, and there’s more to come, trust me,” Champagne said in an interview. “I’m open…look at my smile. You know I’m not stopping there.
Neodymium magnets are critical components for electric motors. China produces most of the world’s neodymium and about 76% of the world’s total rare-earth magnets.
The Tesla Model S and Model X use induction motors, conceived by Nikola Tesla. Induction motors do not use permanent magnets. The Tesla Model 3 and the Tesla Model Y have permanent magnet synchronous motors, which improve energy efficiency and extend battery life.
Canada currently seems focused on providing the essential materials automakers need to manufacture electric cars. And Tesla has a history of building local supply chains for its gigafactories. It would make sense for Tesla to work with Canada as a supplier for its U.S-based factories. The Inflation Reduction Act clearly encourages EV manufacturers to source raw materials in North America and U.S. trading partners.
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Tesla Model S and X customization options begin to thin as their closure nears
Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.
Tesla Model S and Model X customization options are beginning to thin for the first time as the closure of the two “sentimental” vehicles nears.
We are officially seeing the first options disappear as Tesla begins to work toward ending production of the two cars and the options that are available to those vehicles specifically.
Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.
🚨 Tesla Model S and Model X availability is thinning, as Tesla has officially shown that the Lunar Silver color option on both vehicles is officially sold out
To be fair, Frost Blue is still available so no need to freak out pic.twitter.com/YnwsDbsFOv
— TESLARATI (@Teslarati) February 25, 2026
Tesla is making way for the Optimus humanoid robot project at the Fremont Factory, where the Model S and Model X are produced. The two cars are low-volume models and do not contribute more than a few percent to Tesla’s yearly delivery figures.
With CEO Elon Musk confirming that the Model S and Model X would officially be phased out at the end of the quarter, some of the options are being thinned out.
This is an expected move considering Tesla’s plans for the two vehicles, as it will make for an easier process of transitioning that portion of the Fremont plant to cater to Optimus manufacturing. Additionally, this is likely one of the least popular colors, and Tesla is choosing to only keep around what it is seeing routine demand for.
During the Q4 Earnings Call in January, Musk confirmed the end of the Model S and Model X:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Fremont will now build one million Optimus units per year as production is ramped.
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Tesla Cybertruck Dual Motor AWD estimated delivery slips to early fall 2026
Tesla has also added a note on the Cybertruck design page stating that the vehicle’s price will increase after February 28.
Tesla’s estimated delivery window for new Cybertruck Dual Motor All-Wheel Drive (AWD) orders in the United States has shifted to September–October 2026. This suggests that the vehicle’s sub-$60,000 variant is now effectively sold out until then.
The updated timeline was highlighted in a post on X by Tesla watcher Sawyer Merritt, who noted that the estimated delivery window had moved from June 2026 to September-October 2026, “presumably due to strong demand.”
The Dual Motor AWD currently starts at $59,990 before incentives. Tesla has also added a note on the Cybertruck design page stating that the vehicle’s price will increase after February 28.
If demand remains steady, the combination of a later delivery window and a pending price increase suggests Tesla is seeing sustained interest in the newly-introduced Cybertruck configuration. This was highlighted by Elon Musk on X, when he noted that the Cybertruck Dual Motor AWD’s introductory price will only be available for a limited time.
When the Cybertruck was first unveiled in November 2019, Tesla listed the Dual Motor AWD variant at $49,990. Adjusted for inflation, that figure equates to roughly $63,000 in 2026 dollars, based on cumulative U.S. inflation since 2019.
That context makes a potential post-February price in the $64,000 to $65,000 range less surprising, especially as material, labor, and manufacturing costs have shifted significantly over the past several years.
While Tesla has not announced a specific new MSRP, the updated delivery timeline and pricing note together suggest that the Cybertruck Dual Motor AWD could very well be the variant that takes the all-electric full-sized pickup truck to more widespread adoption.
Elon Musk
SpaceX targets 150Mbps per user for upgraded Starlink Direct-to-Cell
If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.
SpaceX is targeting peak download speeds of 150Mbps per user for its next-generation Direct-to-Cell Starlink service. The update was shared by SpaceX Spectrum & Regulatory Affairs Lead Udrivolf Pica during the International Telecommunication Union’s Space Connect conference.
“We are aiming at peak speeds of 150Mbps per user,” Pica said during the conference. “So something incredible if you think about the link budgets from space to the mobile phone.”
If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.
Today, SpaceX’s cellular Starlink service, offered in partnership with T-Mobile under the T-Satellite brand, provides speeds of roughly 4Mbps per user. The service is designed primarily for texts, low-resolution video calls, and select apps in locations that traditionally have no cellular service.
By comparison, Ookla data shows median 5G download speeds of approximately 309Mbps for T-Mobile and 172Mbps for AT&T in the United States, as noted in a PCMag report. While 150Mbps would still trail the fastest terrestrial 5G networks, it would place satellite-to-phone broadband much closer to conventional carrier performance, even in remote areas.
Pica indicated that the upgraded system would support “video, voice, and data services, clearly,” moving beyond emergency connectivity and basic messaging use cases.
To reach that target, SpaceX plans to upgrade its existing Starlink Direct-to-Cell satellites and add significant new capacity. The company recently acquired access to radio spectrum from EchoStar, which Pica described as key to expanding throughput.
“More spectrum means a bigger pipeline, and this means that we can expand what we can do with partners. We can expand the quality of service. And again, we can do cellular broadband basically, cellular broadband use cases, like AI or daily connectivity needs,” he stated.
SpaceX has also requested regulatory approval to deploy 15,000 additional Direct-to-Cell satellites, beyond the roughly 650 currently supporting the system. The upgraded architecture is expected to begin rolling out in late 2027.