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Tesla in talks with another potential nickel supplier from Canada

Tesla Gigafactory Nevada. (Credit: Tesla)

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Back in July, Elon Musk urged nickel miners to ramp their operations, stating that companies will find a welcome, substantial business with Tesla. Musk even remarked that nickel miners could expect a “giant contract” provided that their nickel is mined and produced in an environmentally-sensitive way. 

Needless to say, a number of companies appear to have answered Tesla’s call. From Canada alone, Giga Metals and Canada Nickel Co. have both expressed their intentions to supply nickel to the electric car maker. Even more recently, Brazilian miner Vale SA also remarked that it is discussing a potential partnership with the electric car maker. The update was related by the head of Vale’s base metals unit on Friday. 

In a statement to Reuters, Vale executive director of base metals Mark Travers remarked that the mining firm is “absolutely” having discussions with Tesla. Interestingly enough, Vale’s operations currently span three provinces in Canada, with its Voisey’s Bay site’s underground operation poised to produce about 40,000 tonnes of nickel-in-concentrate yearly. 

“So that is the nature of the discussions I’m sure that is occurring across the industry right now and, without specifically commenting on Tesla, those are the conversations we are having right now,” the Vale executive said. 

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Vale SA’s operations seem to be a pretty good fit for Tesla and Elon Musk’s requirements. The mining firm adopts a fairly strong environmental stance, dedicating about $2 billion to the development of low-carbon projects, including some that push the use of electrified underground vehicles. Travers noted that Vale is also studying potential to store carbon in tailings at its Thompson, Manitoba operations. 

The executive added that discussions around environmentally-friendly nickel have become a key focal point in discussion with carmakers and EV makers like Tesla. “The discussions around environmentally-friendly nickel are front and center,” he said. 

Tesla’s Battery Day event has shown that the company is planning a serious push into the production of its own custom-designed cells. To accomplish this, Tesla would have to secure a steady supply of raw materials that it could use for its battery production. Among these materials is nickel, which the company is poised to utilize for some of its most ambitious vehicles like the Tesla Semi and the Cybertruck. 

The electric car maker seems to have made some headway into acquiring partners for its batteries’ other key components. Apart from the multiple nickel suppliers that have hinted at potential partnerships with Tesla, the company has also entered into a lithium supply deal with companies such as Australian mining firm Piedmont Lithium, which recently entered into a 5-year deal with the company. 

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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 owners surpass 8 billion miles driven on FSD Supervised

Tesla shared the milestone as adoption of the system accelerates across several markets.

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Credit: Tesla

Tesla owners have now driven more than 8 billion miles using Full Self-Driving Supervised, as per a new update from the electric vehicle maker’s official X account. 

Tesla shared the milestone as adoption of the system accelerates across several markets.

“Tesla owners have now driven >8 billion miles on FSD Supervised,” the company wrote in its post on X. Tesla also included a graphic showing FSD Supervised’s miles driven before a collision, which far exceeds that of the United States average. 

The growth curve of FSD Supervised’s cumulative miles over the past five years has been notable. As noted in data shared by Tesla watcher Sawyer Merritt, annual FSD (Supervised) miles have increased from roughly 6 million in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and 4.25 billion in 2025. In just the first 50 days of 2026, Tesla owners logged another 1 billion miles.

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At the current pace, the fleet is trending towards hitting about 10 billion FSD Supervised miles this year. The increase has been driven by Tesla’s growing vehicle fleet, periodic free trials, and expanding Robotaxi operations, among others.

Tesla also recently updated the safety data for FSD Supervised on its website, covering North America across all road types over the latest 12-month period.

As per Tesla’s figures, vehicles operating with FSD Supervised engaged recorded one major collision every 5,300,676 miles. In comparison, Teslas driven manually with Active Safety systems recorded one major collision every 2,175,763 miles, while Teslas driven manually without Active Safety recorded one major collision every 855,132 miles. The U.S. average during the same period was one major collision every 660,164 miles.

During the measured period, Tesla reported 830 total major collisions with FSD (Supervised) engaged, compared to 16,131 collisions for Teslas driven manually with Active Safety and 250 collisions for Teslas driven manually without Active Safety. Total miles logged exceeded 4.39 billion miles for FSD (Supervised) during the same timeframe.

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The Boring Company’s Music City Loop gains unanimous approval

After eight months of negotiations, MNAA board members voted unanimously on Feb. 18 to move forward with the project.

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(Credit: The Boring Company)

The Metro Nashville Airport Authority (MNAA) has approved a 40-year agreement with Elon Musk’s The Boring Company to build the Music City Loop, a tunnel system linking Nashville International Airport to downtown. 

After eight months of negotiations, MNAA board members voted unanimously on Feb. 18 to move forward with the project. Under the terms, The Boring Company will pay the airport authority an annual $300,000 licensing fee for the use of roughly 933,000 square feet of airport property, with a 3% annual increase.

Over 40 years, that totals to approximately $34 million, with two optional five-year extensions that could extend the term to 50 years, as per a report from The Tennesean.

The Boring Company celebrated the Music City Loop’s approval in a post on its official X account. “The Metropolitan Nashville Airport Authority has unanimously (7-0) approved a Music City Loop connection/station. Thanks so much to @Fly_Nashville for the great partnership,” the tunneling startup wrote in its post. 

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Once operational, the Music City Loop is expected to generate a $5 fee per airport pickup and drop-off, similar to rideshare charges. Airport officials estimate more than $300 million in operational revenue over the agreement’s duration, though this projection is deemed conservative.

“This is a significant benefit to the airport authority because we’re receiving a new way for our passengers to arrive downtown at zero capital investment from us. We don’t have to fund the operations and maintenance of that. TBC, The Boring Co., will do that for us,” MNAA President and CEO Doug Kreulen said. 

The project has drawn both backing and criticism. Business leaders cited economic benefits and improved mobility between downtown and the airport. “Hospitality isn’t just an amenity. It’s an economic engine,” Strategic Hospitality’s Max Goldberg said.

Opponents, including state lawmakers, raised questions about environmental impacts, worker safety, and long-term risks. Sen. Heidi Campbell said, “Safety depends on rules applied evenly without exception… You’re not just evaluating a tunnel. You’re evaluating a risk, structural risk, legal risk, reputational risk and financial risk.”

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Tesla announces crazy new Full Self-Driving milestone

The number of miles traveled has contextual significance for two reasons: one being the milestone itself, and another being Tesla’s continuing progress toward 10 billion miles of training data to achieve what CEO Elon Musk says will be the threshold needed to achieve unsupervised self-driving.

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Credit: Tesla

Tesla has announced a crazy new Full Self-Driving milestone, as it has officially confirmed drivers have surpassed over 8 billion miles traveled using the Full Self-Driving (Supervised) suite for semi-autonomous travel.

The FSD (Supervised) suite is one of the most robust on the market, and is among the safest from a data perspective available to the public.

On Wednesday, Tesla confirmed in a post on X that it has officially surpassed the 8 billion-mile mark, just a few months after reaching 7 billion cumulative miles, which was announced on December 27, 2025.

The number of miles traveled has contextual significance for two reasons: one being the milestone itself, and another being Tesla’s continuing progress toward 10 billion miles of training data to achieve what CEO Elon Musk says will be the threshold needed to achieve unsupervised self-driving.

The milestone itself is significant, especially considering Tesla has continued to gain valuable data from every mile traveled. However, the pace at which it is gathering these miles is getting faster.

Secondly, in January, Musk said the company would need “roughly 10 billion miles of training data” to achieve safe and unsupervised self-driving. “Reality has a super long tail of complexity,” Musk said.

Training data primarily means the fleet’s accumulated real-world miles that Tesla uses to train and improve its end-to-end AI models. This data captures the “long tail” — extremely rare, complex, or unpredictable situations that simulations alone cannot fully replicate at scale.

This is not the same as the total miles driven on Full Self-Driving, which is the 8 billion miles milestone that is being celebrated here.

The FSD-supervised miles contribute heavily to the training data, but the 10 billion figure is an estimate of the cumulative real-world exposure needed overall to push the system to human-level reliability.

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