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Tesla’s nickel future will benefit the company and the consumer
It is no secret that batteries play a massive role in Tesla’s future. Not only do the materials that are mined for the company’s electric cars need to be sustainably sourced, but they need to fit the company’s long and short-term goals.
For a long time, the talk about electric vehicle batteries has been focused on cobalt. The chemical element is controversial for several reasons: it is expensive, it is mined in immoral ways in many countries, and it is not great for the environment. However, companies can choose to source it responsibly, and Tesla has maintained that its cobalt sources are moral and proper in their obtaining of the element.
But during yesterday’s Q2 2020 Earnings Call with Tesla executives, cobalt was not mentioned even once. The focus stood on nickel and the benefits it could play for future company projects, which are based on the foundation that batteries need to be long-lasting and energy-dense. This fact is especially prevalent when it comes to the company’s commercial Semi truck, which will be responsible for transitioning the considerable commerce and trucking industry to function more sustainably.
“Please mine more nickel,” CEO Elon Musk pleaded to mining companies. “Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way.”
Nickel is included in the current EV batteries that Tesla uses. A Nickel-Cobalt-Aluminum battery has been produced at Giga Nevada, but the company continues to submit patents that could revolutionize the way its batteries function. Ultimately, the goal is to have million-mile capable cells that will not only translate to a longer lifespan for an electric car but also an extended time of use for Tesla energy storage products.
Musk was adamant during yesterday’s call that Nickel mining is crucial to the company’s fleet of future vehicles. Why? Because Nickel-based battery cells can handle what the Tesla Semi will require to function, which is high energy density. This will ultimately translate to an extended range.
The Semi will be responsible for hauling massive amounts of cargo across the country. It will have to scale steep grades and handle different weather scenarios in every area it travels in. All of these factors will inevitably affect the Semi’s range, and the way to combat that is to come up with more energy-dense cells that are capable of handling a multitude of situations.
“Obviously, those are needed for something like Semi, where every, every unit of mass that you add in a battery pack, you have to subtract in cargo,” Musk said. “So it’s very important to have a mass efficient and long-range pack for four batteries.”
But Tesla’s nickel operation goes far past the company’s Semi plans. It also translates to be beneficial for passenger vehicles that are aimed toward mass-market production, like the Model 3 and Model Y.
After Tesla scrapped plans for the Standard Range RWD Model Y earlier this month, Musk indicated that the new normal for EVs should be 300 miles of range. The Standard Range Y wouldn’t fit that description, as the CEO said it would be capable of less than 250 miles. In Tesla terms, that is unacceptable.
A question during yesterday’s call suggested that Tesla could be shifting from smaller-pack vehicles to larger ones, but that doesn’t seem to be the case. The real struggle is creating effective electric transport across the entire market, instead of for one type of vehicle.
Range is a substantial part of driving an electric vehicle, regardless of who made the car. The focus for Tesla is increasing range and longevity for the company and the consumer. Across each of its cars, the range is of utmost importance, and it begins with nickel mining.
Tesla has extended its Bay Area ride-hailing service to include pickups and drop-offs at San Francisco International Airport (SFO). The update, shared via the company’s official channels on July 21, allows users in the region to request rides directly to and from one of California’s busiest airports.
The expansion builds on Tesla’s secured limousine permit for SFO operations. Public records show the permit became effective March 20, 2026, and remains active through January 31, 2027. Tesla vehicles operating the service now display authorized limousine permits issued by the City and County of San Francisco.
Our Bay Area rideshare service now goes to SFO ✈️
— Tesla AI (@Tesla_AI) July 21, 2026
Tesla’s ride-hailing program in California relies on Model Y vehicles equipped with Full Self-Driving (Supervised) technology. Human safety drivers remain present in compliance with state regulations, distinguishing the service from fully driverless operations.
The Bay Area geofence covers a broad area spanning north of San Francisco to south of San Jose, offering extensive connectivity across the region.
UPDATE: Elon Musk reveals why Tesla didn’t say ‘Robotaxi’ upon California launch
This SFO addition follows earlier progress at other Bay Area airports. Tesla previously expanded service to San Jose Mineta International Airport (SJC) in late 2025. The company had engaged with SFO, SJC, and Oakland International Airport officials as early as September 2025 to secure necessary approvals for passenger transport.
The service provides a new option for travelers seeking electric, app-based transportation integrated with Tesla’s ecosystem. Rides are booked through Tesla’s dedicated ride-hailing application, which handles matching, routing, and payments. Pricing follows standard ride-hailing models, with potential adjustments based on distance, time, and demand.
Tesla’s California ride-hailing program launched in July 2025 with an initial invite-only rollout in the Bay Area. It started alongside operations in Austin, Texas, marking the company’s second major U.S. market.
The Bay Area remains a primary focus in California, with service centered on high-demand corridors connecting residential, commercial, and now major transportation hubs. This latest airport integration represents a practical step in Tesla’s broader mobility ambitions within the state.
Tesla has officially revealed its 2026 Summer Update, which comes with a variety of crazy new features, including Navigation fixes that owners have been wanting for months.
Tesla routinely releases a larger update with the Spring, Summer, Fall, and Winter updates, where it ships a variety of new features, bug fixes, and other additions to customer cars.
The 2026 Spring Update featured things like “Hey Grok” voice assistance, a redesigned self-driving app, Unreal Engine visual upgrades, and more.
🚨 TESLA’S SUMMER UPDATE FOR 2026 IS HERE:
Featuring:
✅ Self-Driving Stats in Mobile App
✅ Caraoke with Scoring
✅ Automatic Navigation
✅ Preferred Routes
✅ Set Arrival Energy from Mobile App
✅ Send Custom Wraps from Mobile App
✅ Rear Display Lock
✅ Other Improvements
🔌… https://t.co/C9IW3egEhH— TESLARATI (@Teslarati) July 21, 2026
Tesla’s Summer Release has about ten new features; we’ll show you each and detail them below:
New Grok Voice Commands
“Grok can now make phone calls, search and play music, adjust climate, open the glovebox, and answer questions about your Tesla.”
Self-Driving Stats in Mobile App
“View and share self-driving stats from the mobile app.”
Caraoke With Scoring
“Caraoke now scores your singing while in Park. High scores are saved to your Tesla profile.”
Automatic Navigation
“Automatic Navigation now adapts to your routine.
In addition to Home, Work, and upcoming calendar events, your vehicle can now suggest and route to places you visit regularly – like a school drop-off on the way to work, or the gym on the way home.”
Preferred Routes
“For a more personalized experience, navigation now prioritizes routes that you’ve taken before”
Set Arrival Energy from Mobile App
“Set your desired Arrival Energy from your phone.”
Send Custom Wraps from Mobile App
“Skip the USB drive and upload a custom wrap of your car from the mobile app. Instructions for creating a custom wrap here: https://github.com/teslamotors/custom-wraps.”
Rear Display Lock
“Kids can watch content on the rear screen, but only the front row can control it through the rear screen app.”
Other Improvements
- Find Superchargers by name when searching for a destination
- Add Apple Music songs to queue from search and artist page
- Set your preferred zoom level for the Self-Driving visualization
- Intro animations for new Model 3 and Y
Tesla’s reason for Starlink integration on Cybercab might surprise you, as the company’s Head of AI, Ashok Elluswamy, finally shed some light on the reason they are putting a satellite internet terminal on its ride-hailing-geared vehicle.
On Monday, Tesla officially confirmed that it would integrate Starlink V5 terminals into Cybercab vehicles, something many Tesla fans had figured the company would do, as the vehicle is primarily geared toward giving rides without any passenger intervention.
Starlink V5 directly integrated in Cybercab pic.twitter.com/FxzTtzjB6I
— Tesla (@Tesla) July 20, 2026
The ability to access the internet would allow riders to work or play in the car with their devices. It seemed like a more-than-reasonable feature to add to the Cybercab, which made its way off the production lines for the first time earlier this year.
Tesla reveals first vehicle model to receive Starlink integration
However, the move is not for the rider, as Elluswamy confirmed on Monday night. Instead, it’s actually for Tesla to be able to have a constant connection to the cars in the Robotaxi fleet so it can troubleshoot issues, contact riders, or resolve other issues.
Elluswamy said:
“It is still not required for safe operation of the vehicle. Connectivity is primarily meant for navigation, customer service and, in general, fleet management.”
It is still not required for safe operation of the vehicle. Connectivity is primarily meant for navigation, customer service and, in general, fleet management.
— Ashok Elluswamy (@aelluswamy) July 20, 2026
Many initially assumed the option of constant connectivity would be enabled on the Cybercab for passenger entertainment or work. With the Cybercab, passengers won’t be doing anything but enjoying the ride, so it seemed more than logical that they would be hanging out with Starlink internet access as an amenity.
However, Tesla’s primary concern with Robotaxi is safety, and nailing these first unsupervised rides is a crucial step to setting a good narrative on how effective driverless transportation can be.
Being able to get in touch with passengers or a vehicle if something is wrong is a crucial part of the overall experience, and preventative measures are being taken by Tesla to ensure a smooth process, even in the worst-case.
Tesla expands ridesharing service in California to new hotspot
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
