Tesla nickel partner Talon Metals announced on Wednesday it has purchased three additional drill rigs to accelerate battery mineral exploration at its Tamarack nickel-copper-cobalt project mine in Central Minnesota.
Talon said the new drills will be deployed to expand the company’s “exploration of the Tamarack Intrusive Complex for additional high-grade nickel, copper, and cobalt.”
“The need to secure domestic sources of battery minerals like nickel has grown more urgent. Climate change is accelerating, and the United States is dependent on foreign countries for the key ingredients required for clean power and battery storage,” CEO of Talon Metals Henri van Rooyen said. “President Biden, with bipartisan support in Congress, has recently elevated domestic sourcing of battery materials like nickel to a national priority. Our investment in new equipment, people, and technology to explore for battery minerals in Minnesota addresses this national priority and purpose.”
The new rigs will be used to explore additional zones outside of the Tamarack mine’s main resource area. The main resource area is where numerous intercepts of high-grade materials, such as nickel-copper mineralization, have already been discovered, the company said. The mineralization offers up to 9.95 percent nickel.
Talon signed a nickel supply deal with Tesla in January. The exact terms of the deal were unknown, but Tesla did secure 75,000 tonnes of nickel over six years from Talon, who would also provide cobalt and iron ore to the electric automaker for its EV batteries. Additionally, the agreement may be extended “for up to 12 months following which Tesla has a right to terminate the agreement and Talon may elect to sell to other parties.”
Tesla CEO Elon Musk made a call for nickel mining to increase during an Earnings Call in July 2020. “Well, I’d just like to reemphasize, any mining companies out there, please mine more nickel, OK?” Musk asked. “Wherever you are in the world, please mine more nickel, and don’t wait for nickel to go back to some long–some high point that you experienced some five years ago or whatever. Go for efficiency, as environmentally friendly, nickel mining at high volume. Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way. So hopefully, this message goes out to all mining companies.”
Tesla also signed an agreement with BHP, an Australian nickel company, in July 2021.
Nickel experts are calling for more domestic production of the material as prices spiked due to the Russian invasion of Ukraine. Trent Mell, a nickel mining expert, told Teslarati in an interview last month that automotive industry leaders, like Musk and Ford CEO Jim Farley, needed to push for more North American production of EV battery materials. Mell’s wishes were answered, as President Joe Biden invoked the Defense Production Act to decrease foreign dependence on materials.
“I am encouraged by this latest measure and what it could mean for the Idaho Cobalt Belt,” Mell said to Teslarati in an emailed statement. “We cannot achieve a low carbon future without new nickel, cobalt, and lithium mines. Building mines in America is important for our national security and industrial interests, and we can realize our clean energy ambitions in a safer, cleaner, and more responsible manner.”
I’d love to hear from you! f you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla Supercharger left offline as Swedish court backs union strike
The completed Supercharger has been stalled for nearly two years amid Tesla’s conflict with the IF Metall union in Sweden.
Tesla’s Supercharger station in Ljungby, Sweden will remain without power after a Swedish administrative court rejected the company’s appeal to force a grid connection to the site. The completed Supercharger has been stalled for nearly two years amid Tesla’s conflict with the IF Metall union in Sweden.
The court ruled that the ongoing union strike against Tesla Sweden is valid grounds for the Supercharger’s connection delay, as noted in an Allt Om Elbil report.
The Ljungby Supercharger was one of the first charging stations that were denied grid access after IF Metall launched its strike against Tesla Sweden in late 2023. Electricians at local grid operator Ljungby Energinät were pulled into a sympathy strike by the Seko union, preventing the site’s connection.
Tesla reported both Ljungby Energinät and Gävle Energi Elnät AB to the Swedish Energy Market Inspectorate, arguing that grid operators failed to meet their legal obligation to provide connection to the location within a reasonable time frame.
The regulator ruled that the strike represented a valid exception under Swedish law, however, citing constitutional protections for industrial actions.
Tesla responded by appealing to the Administrative Court in Linköping, claiming it had the right to connection within a reasonable period, generally no more than two years. Tesla Sweden also argued that the country’s Electricity Act conflicts with EU law. The court rejected those arguments.
“The Administrative Court today finds that granting the company’s request in practice applies to the same thing as the blockade and that it would mean that the blockade would be ineffective.
“Such a decision would contradict the principle that labor market conflicts should be resolved to the greatest extent possible by the labor market parties, not by the state. The industrial action is also constitutionally protected,” Chief Councilor Ronny Idstrand stated.
The court also concluded that the Electricity Act does not conflict with EU regulations and that special reasons justified the extended delay.
While the ruling was unanimous, Tesla Sweden may appeal the decision to a higher administrative court.
News
Tesla China exports 50,644 vehicles in January, up sharply YoY
The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).
This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.
Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December.
This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.
BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.
Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.
China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.
News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Tesla Supercharger left offline as Swedish court backs union strike
Tesla China exports 50,644 vehicles in January, up sharply YoY
