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Tesla says ‘nearly half’ of the vehicles it produced in Q1 equipped LFP batteries
Tesla revealed in its Q1 2022 Shareholder Deck that “nearly half” of the cars it produced in the first quarter equipped LFP (lithium iron phosphate) battery cells that are free of nickel or cobalt.
“Diversification of battery chemistries is critical for long-term capacity growth, to better optimize our products for their various use cases and expand our supplier base,” Tesla said in the Q1 2022 Shareholder Deck release just after market close on Wednesday. “This is why nearly half of Tesla vehicles produced in Q1 were equipped with a lithium iron phosphate (LFP) battery, containing no nickel or cobalt. Currently, LFP batteries are used in most of our standard range vehicle products, as well as commercial energy storage applications. As a result of our energy efficient motors, a Model 3 with an LFP battery pack can still achieve a 267-mile EPA range.”
Tesla (TSLA) Q1 2022 earnings results: Another beat with 19% operating profit and margin
Tesla made it evident during the initial indications there would be battery material shortages that it would have to combat the issue by developing different cell chemistries. In August 2021, Tesla started offering LFP battery packs to customers in North America who had ordered Standard Range Model 3 trim configurations. Tesla had been using LFP battery cells in Asia and Europe for some time, while North American builds of the Model 3 SR+ utilized Nickel-Cobalt-Aluminum battery chemistries.
In total, the electric automaker delivered 310,048 vehicles in Q1.
To combat demand, Tesla offered North American customers these LFP packs. While they offer 253 miles of range, owners were able to take delivery of their vehicles sooner. Tesla communicated to customers:
“We are contacting you about your Model 3 Standard Range Plus, currently estimated for delivery near the end of the year. We’d like to offer you the opportunity to receive your car even sooner. Due to limited supply and strong customer demand, we are introducing the Model 3 Standard Range Plus battery pack, which we already released in Europe and Asia, to North America. This battery has a range of 253 miles (est).”
CEO Elon Musk later went on to explain that Tesla’s intent with the LFP back is the product experience between nickel and iron is “roughly equivalent.”
“I’d personally slightly opt for iron pack, as it wants to be charged to 100%, whereas nickel prefers ~90%,” Musk went on to say.
There is a 10-mile range difference between the two battery packs, but the fact that the LFP cells are best charged to 100% means that owners could frequently get their vehicles’ maximum range.
Tesla prices increase as raw material costs soar
Tesla performed several routine price increases during Q1, with a substantial hike on its entire lineup at the end of the quarter. The Model X Plaid climbed $12,500 during the most recent round, which was attributed to “inflation pressure,” according to Musk.
Prices for raw materials, especially nickel, soared as the War in Ukraine raged on. Nickel costs skyrocketed following a short squeeze on Nickel on the London Metals Exchange, which shot the cost of a metric ton of the metal up $70,000, from $30,000 to $100,000.
While Tesla did sign several nickel supply deals, including one with Talon Metals, it was forced to switch to the LFP packs to combat widespread raw material shortages and price spikes.
The Tesla Q1 2022 earnings call will begin at 4:30 p.m. CT / 5:30 p.m. PT.
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First Tesla driverless robotaxi spotted in the wild in Austin, TX
The short clip suggests that Tesla may be ramping up its preparations for its robotaxi rollout in Austin.

A recent video posted on X has provided a first look at Tesla’s driverless robotaxi, which is expected to be deployed in Austin, Texas, this month. The vehicle was a new Tesla Model Y, which was followed by what appeared to be a manned chase car.
The short clip suggests that Tesla may be ramping up its preparations for its robotaxi rollout in Austin.
The First Robotaxi Sighting
It was evident from the short clip that the Tesla robotaxi was operating completely driverless. In the video, which was posted on X by @TerrapinTerpene, the driverless Tesla could be seen confidently making a turn. The vehicle looked and behaved like any other car on the road, save for the fact that there was no one in the driver’s seat.
Interestingly enough, the short video also provided a teaser on where Tesla will place its “robotaxi” logo on its self-driving cars. Based on the video, the robotaxis’ logo will be tastefully placed on the front doors, making the vehicles look sleek and clean.
Initial Rollout Imminent
Recent reports have suggested that Tesla is already starting the testing phase of its robotaxi service in Austin, Texas. Expectations are also high that Tesla’s initial fleet of self-driving vehicles will be utilizing a lot of teleoperation to ensure that they operate as safely as possible.
Updates to Austin’s official website recently have hinted at Tesla’s robotaxi launch. Just this Monday, Tesla was listed as an autonomous vehicle (AV) operator on Austin’s official Department of Motor Vehicles (DMV). Other AV operators listed on the site are Waymo and Zoox, among others.
Elon Musk, for his part, has noted that by the end of June, the public in Austin should be ready to take rides in Tesla robotaxis without an invitation. He also noted in late May that Tesla has been busy testing driverless cars on Austin’s city streets without any incidents.
News
Tesla Model Y proudly takes its place as China’s best-selling SUV in May
The Model Y edged out competitors like the BYD Song Plus.

The Tesla Model Y claimed its position as China’s best-selling SUV in May, with 24,770 units registered, according to insurance data from China EV DataTracker.
The Model Y edged out competitors like the BYD Song Plus, which recorded 24,240 registrations, as well as Geely’s gasoline-powered Xingyue L, which took third place with 21,014 units registered, as noted in Car News China report.
Return To The Top
The Model Y’s return to the top of China’s SUV market follows a second-place finish in April, when it trailed the BYD Song Plus by just 684 units. Tesla China had 19,984 new Model Y registrations in April, while BYD had 20,668 registrations for the Song Plus.
For the first five months of 2025, Tesla sold 126,643 Model Ys in China, outpacing the Song Plus at 110,551 units and BYD’s Song Pro at 80,245 units. This is quite impressive as the new Tesla Model Y is still a premium vehicle that is significantly more expensive than a good number of its competitors.
Year-Over-Year Challenges
Despite its SUV crown, Tesla’s year-over-year performance in China is still seeing headwinds. May sales totaled 38,588 units, a 30% year-over-year decline. From January to May, Tesla delivered 201,926 vehicles in China, a 7.8% drop year-over-year. These drops, however, are notably affected by the company’s changeover to the new Model Y in the first quarter.
Exports from Tesla’s Shanghai Gigafactory also fell, with 90,949 vehicles being shipped from January to May 2025. This represents a decline of 33.4% year-over-year, though May exports rose 33% to 23,074 units.
China’s electric vehicle market, meanwhile, showed robust growth. Total NEV sales, which includes battery electric vehicles (BEVs) and plug-in hybrids (PHEVs), reached 1,021,000 units in May, up 28% year-over-year. BEV sales alone hit 607,000 units, a 22.4% increase.
Considering the fact that China’s BEV market is extremely competitive, the Tesla Model Y’s rise to the top of the country’s SUV rankings is extremely impressive.
News
Waymo temporarily halts service in select San Francisco and LA areas amid protests
The suspensions came after several Waymo Jaguar I-Pace robotaxis were vandalized and set ablaze during the demonstrations.

Waymo, Alphabet’s autonomous vehicle subsidiary, has suspended its driverless taxi operations in parts of Los Angeles and San Francisco amid violent protests linked to U.S. Immigration and Customs Enforcement (ICE) raids in the state.
The suspensions came after several Waymo Jaguar I-Pace robotaxis were vandalized and set ablaze during the demonstrations.
Waymo Catches Strays Amid Anti-ICE Protests
Protests erupted in Los Angeles and San Francisco in response to the Trump administration’s immigration raids, which ultimately resulted in California Governor Gavin Newsom calling the White House’s deployment of National Guard troops unconstitutional.
Amidst the protests, images and videos emerged showing several Waymo robotaxis being defaced and destroyed. At least five Waymo robotaxis ended up being caught in the crossfire, and at least one vehicle ended up being burned to the ground.
The incident resulted in the Los Angeles Police Department advising people to avoid downtown areas due to toxic fumes from the robotaxis’ burning lithium-ion batteries. As noted in a KRON4 report, Waymo ultimately halted service in affected areas “out of an abundance of caution.”
Robotaxi Sentiments
The cost of the attacks is notable. Each Waymo robotaxi is valued between $150,000 and $200,000, per a 2024 Wall Street Journal report. Interestingly enough, this is not the first time that Waymo’s robotaxis ended up on the receiving end of angry protesters. On February 24, a Jaguar I-PACE robotaxi was set ablaze and vandalized by a crowd in San Francisco. Videos taken at the time showed a mob of people attacking the vehicle.
Despite the recent attacks on its robotaxis, Waymo has stated it has “no reason to believe” its vehicles were specifically targeted during the protests, as per a report from The Washington Post. A company spokesperson also noted that some of the Waymo robotaxis that were defaced and destroyed during the violent demonstrations had been completing drop-offs near the protest zones.
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