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Tesla supplier Talon Metals on Manchin EV Bill, Tesla & more
Tesla supplier, Talon Metals (TLO.TO) gave Teslarati an exclusive interview and we talked about the Manchin EV Bill, Tesla and more.
I received some great feedback on one of my recent articles from Todd Malan, Chief External
Affairs Officer & Head of Climate Strategy at Talon Metals, one of Tesla’s key suppliers of nickel
and other battery minerals in the USA.
The two companies signed an offtake partnership in January of this year to supply nickel from Talon’s project in central Minnesota. Todd is based in Washington DC for Talon and therefore has a front-row seat to the wrangling among various parties regarding Senator Manchin’s new EV tax incentives in the Infrastructure Reduction Act of 2022.
As of this morning, voting was slated to begin today and the bill is expected to pass on a partisan line vote in the early morning of Monday. If the House passes it next week, it should be on President Biden’s desk by the end of the week.
Manchin’s EV tax credit proposal
Todd shared his thoughts on Manchin’s EV tax credit proposal. On one hand, it’s breathtakingly generous in that it lifts all numerical limits on EVs that are eligible for the $7500 tax credit.
Previously, 200,000 cars per year for each nameplate. On the other hand, Manchin’s proposal sets some new eligibility parameters around the cost of the EV, the income level of the buyer, and the source of the battery raw materials (sourced from the US or countries that have a Free Trade
Agreement with the US).
As I reported last week, some automakers are unhappy with Manchin’s strings on the EV credit, others like Tesla seem to be taking more of a “can do” approach when it comes to the mineral content provisions.
Todd also walked me through the comprehensive approach that Senator Manchin took to
supporting domestic mining and mineral processing across the full bill.
So, Manchin isn’t just telling automakers to buy from domestic sources of minerals and metals from domestic sources and leaving it to them. He also added significant new government support to help the supply chain get up and running on an urgent basis.
The fact that he got commitments from Democratic leaders in Congress and President Biden to reform the permitting process in the US in separate legislation (not just for mines but for solar, wind and hydrogen too) is another signal of Manchin’s holistic approach to ramping up the full battery supply chain in the US and also rely on allies that happen to be mineral powerhouses like Australia and Canada.
Todd had a very optimistic view that all of these provisions, including the EV credit, will help the U.S. address its dependency on China for batteries and scale up its capability in battery mineral production.
The core of his view is that it will take partnerships between miners, automakers,
regulators, recyclers, and other parts of the supply chain to meet the Manchin content
requirements.
Todd thinks Tesla and Ford stand out as companies leading the way in this new
approach to supply chain security.
Some automakers are not happy with Senator Manchin’s EV tax credit proposal
Todd read my article, Automakers are not too happy with Senator Manchin’s EV tax credit
proposal and pointed out that there was not a universal view among the automakers or the rest of the battery supply chain.
“Mazda and Rivian have been out-front in the media complaining about aspects of Senator
Manchin’s EV incentive proposal. I understand the concern that the timeline is very ambitious but on the other hand, Senator Manchin’s draft includes some of the world’s largest producers of battery materials: Canada, Chile, Australia, South Korea, etc.”
“Those countries that don’t have free trade agreements with the US, there is plenty of time (and now incentive) for them to negotiate agreements. Senator Manchin didn’t just confine the provision to the U.S., or even USMCA countries, but all countries that now or in the future have free trade agreements.”
“This is a balanced measure that will encourage domestic mining investment and development while also ensuring we can draw on our allies for secure supplies. It may not be the cheapest option for the automakers, but supply from this broad base of countries can be ramped up to meet the requirements.”
Todd pointed out that other parts of the auto lobby had a more nuanced approach to
Manchin’s proposal to support EV adoption. The Zero Emissions Transportation Association (ZETA), in which Tesla is a lead member, was quick to offer support for Manchin’s EV incentives.
Joe Britton, ZETA Executive Director was quoted in a number of media articles admitting that the domestic and ally content provisions would be hard to meet but that they could be met.
“If you look at the landscape as it exists today, it’s a challenge, but it’s doable,” said Joe Britton, the head of the Zero Emission Transportation Association, which advocates for EV adoption, told Bloomberg.“We can meet these metrics.”
Britton also has been praising the Manchin bill for what it will do for EV adoption. He told
News12 Westchester that he hopes the rebate can entice more people to purchase EVs. Britton said:
“In most areas of the country, especially the Northeast, it is five to six times more expensive to drive your vehicle on gasoline than it is by electricity. So, by making these vehicles more affordable on the front end, you’re really driving down that total cost of ownership”
As with most people that are involved with Tesla as suppliers, Malan was extremely careful to not speak for Tesla or speculate on their positions. But I realized that someone glancing at the headlines without reading through the article might assume that Tesla was of the same view as the legacy auto industry.
We all know Tesla prefers to speak for itself and Elon Musk shared a thought about Senator Manchin on Twitter yesterday. Although many were wondering what his tweet meant, I think it’s pretty clear he thinks Manchin is doing something right.
Thank goodness for Senator Manchin
— Elon Musk (@elonmusk) August 5, 2022
Partnerships across the value chain will be key
Todd pointed out to the Detroit News yesterday that it will take a range of
partnerships to meet the Manchin goals. He pointed out that Tesla and Talon have explicitly described their supply relationship as a partnership. Tesla is working with its suppliers.
Todd told me that everyone will need to work together to meet these goals.
“We need everyone working together to meet these ambitious goals in the Manchin bill.
Mining is the front end of the supply chain and it takes enormous knowhow, capital, and risk tolerance to discover, delineate, permit, construct and then safely operate a mine to supply battery minerals.”
“Processing has been the Achilles heel of the supply chain in the U.S. Luckily. Congress just provided new resources to address this issue in the bipartisan infrastructure bill. Everybody’s going to have to work together. The auto manufacturers, the miners, the people that do processing, and government at state and federal level.”
“Senator Manchin and others in Congress realize that governments are going to have to focus on improving the permitting process – not to cut corners in environmental protections but to make the process more certain, efficient, and reliable.”
“Not just for mines, processing or even EV battery factories – but also solar, wind, hydro and hydrogen projects. We can not afford a disorganized, uncoordinated, and inefficient regulatory process that causes unnecessary delays in progress. We need all these projects to come online to address the climate crisis while also ensuring we protect the environment through science-based permitting.”
Talon Metals on Senator Manchin’s proposal.
I’ve seen a lot of mixed feedback on Senator Manchin’s proposal. As noted in my earlier article, many automakers like Mazda and Rivian are lobbying hard to water it down. Not as much has been heard from the companies that source raw materials like nickel and lithium in the United States. So, I asked Todd to share his take–and that of Talon Metals.
“From the standpoint of a company that’s trying to build a responsible nickel mine in
Minnesota, we think that Senator Manchin has struck a good balance in this bill. First, it provides the most generous set of incentives for EV adoption ever enacted in law.
“It also encourages auto companies to work with domestic mines and mines in allied countries like Australia, Canada, and Chile and it provides some time for projects to ramp up. It also provides time for countries that don’t have FTAs to engage with the US and negotiate. Yes, it is a stretch goal but that seems appropriate given the climate crisis and our dependency on countries like China and Russia for battery supplies.”
“This is a carefully balanced bill that does push everyone to rise to the occasion. But that is appropriate because we want to create high-quality jobs in America as part of the energy transition and we don’t want to rely on Russia and China for the supply chain of battery minerals. It’s a matter of national security.”
How can automakers better work with their suppliers?
I asked this question because if automakers truly want to “get aggressive”; as Senator Manchin challenged them to do, then perhaps they need to take a page from Tesla and other leaders’practices.
“Having a Tesla off-take agreement in place has changed the perception of our project in the community. It’s very credentializing and our employees are proud of the partnership. People clearly understand that our proposed mine has a purpose: to supply nickel for the EV battery supply chain and contribute to the energy transition. This has helped shape how people perceive the project. It has a purpose and an important one.”
“Many of the large automakers are helping supply partners apply for some of the significant new funding opportunities being made available through the Bipartisan Infrastructure Bill. The Department of Energy is expected to give out over $1.8 billion in funding from that legislation this fall. This is another example of how the end-users can help the front end of the supply chain for battery materials.”
Todd commented that many auto companies are having a tough time adjusting to the new
reality of scarce commodities.
“They used to only focus on price and quality with a yearly focus on driving down the price. It’s a whole new game now, as they learned in the chip crisis. Some are still adjusting their mindset to scarcity and competition for supply.”
“It requires a change in mindset. No longer can the big auto company demand ever-lower price year over year. Smart end users have changed their mindset to partnership. That means understanding their partners’ issues, helping them to maximize productivity, access newtechnology, ramp up production, improve quality, and provide support during the permittingprocess or help obtain government funding.”
“This is the future, true partnership in the supply chain, from mine to cathode to recycling. That is how we meet Senator Manchin’s challenge and strengthen the supply chain for battery production.”
Todd didn’t come out and say it directly, but it came through in the way he talked about the Tesla. Yet again, Tesla is leading the industry in terms of securing supply from the right countries to feed its factories but also leading practices in working in partnership with key suppliers.
Knowing that I love cool rocks, Todd invited me up to Minnesota to check out what Talon is doing at Tamarack and show me some beautiful nickel samples. Todd also told me about Minnesota’s famous burger concoction, The Juicy Lucy.
Disclaimer: Johnna is long Tesla.
I’d love to hear from you! If you have any comments, concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
Tesla AI lead Ashok Elluswamy said this week that 24-hour Robotaxi service is close. Replying on X to a rider who wanted Cybercab trips all night, he wrote that the capability would arrive “next month or so” once “the next tech to merge on the v15 plan” is ready.
The comment landed on September 4, one day after Tesla opened public Cybercab rides in Austin. It is the clearest near-term timeline yet for overnight unsupervised operation. Tesla’s paid Robotaxi network currently runs from 6 a.m. to 10 p.m. seven days a week across Austin, Dallas, Houston, Miami, Orlando, and Tampa.
next month or so. the next tech to merge on the v15 plan will enable it.
— Ashok Elluswamy (@aelluswamy) September 4, 2026
That 16-hour window is shorter than the 6 a.m. to 2 a.m. schedule the company used for much of the prior year.
Elluswamy did not name the specific feature or say whether the change would apply first to purpose-built Cybercabs, the existing Model Y fleet, or both. He also offered no city-by-city rollout list. The link to Full Self-Driving v15 is nevertheless significant.
Tesla has described v15 as a step-change architecture with seven parallel improvement tracks and roughly ten times more parameters than earlier builds. Early versions of that software already operate on the Robotaxi fleet and contain about 40 percent of the planned gains.
By July 2026, the unsupervised fleet had logged more than 380,000 miles across six cities in two states with what the company called an impeccable safety record and no notable incidents caused by the vehicles themselves. Tesla has repeatedly argued that camera-based end-to-end neural networks, rather than extra sensors, are the core of the solution.
Overnight service would test that claim in lower-light conditions and would also raise vehicle utilization, a key variable for Robotaxi unit economics. The company has already begun using public Superchargers at night and is building dedicated Robotaxi charging sites.
Riders have asked why software must change if the cars already drive in the dark. The practical answer appears to be reliability and scale: Tesla has held back mass expansion until more of the v15 stack is merged, citing the need for higher confidence before putting thousands of unoccupied vehicles on streets around the clock.
If the next module arrives on the timetable Elluswamy sketched, 24-hour service could begin in October 2026 in at least some markets.
That would mark a shift from a daytime-bounded pilot to a service that can run whenever demand exists, including the late-night hours that have so far remained out of reach.
Tesla is beginning to roll out Full Self-Driving Supervised v14.3.9 with a new active safety layer that can take control even when the driver is operating the car manually.
Tesla AI said the software can activate FSD on the driver’s behalf when an imminent collision is detected and Automatic Emergency Braking may not be enough. It may also engage if the system detects heavy distraction or an accidental FSD disengagement.
FSD Supervised v14.3.9 starting to roll out shortly
This release includes a new active safety feature set: FSD Supervised can now activate on your behalf when an imminent collision is detected and Automatic Emergency Braking (AEB) may not be enough.
It may also engage if we…
— Tesla AI (@Tesla_AI) September 4, 2026
The capability is essentially Automatic Collision Evasion. However, unlike conventional AEB, which mainly applies the brakes in a straight line, this feature can use steering, braking, and acceleration together if the car calculates that stopping alone will not prevent impact and a safer path exists. The system may change lanes or move toward a shoulder when conditions allow, then continue driving after the immediate threat is handled rather than simply coming to a stop.
The intervention is meant as a last-resort safety net, not a replacement for attentive driving.
Tesla Full Self-Driving v14.3.7 early review: FSD saved me from an accident
Tesla’s own description still frames FSD as supervised assistance. Secondary reports on internal release notes say the feature can fire while the car is being driven manually if cabin-camera monitoring suggests the driver is not sufficiently attentive, such as reaching toward the back seat, or if FSD appears to have been turned off unintentionally.
After the emergency maneuver, the car is expected to alert the driver and request a return to manual control.
The safety case is straightforward. Many collisions happen in the last second because a driver is looking away, fumbles a control, or faces an obstacle that braking cannot fully solve. A system that can both recognize that AEB is insufficient and execute a coordinated evasive path can reduce those remaining high-severity events.
Re-engaging after accidental disengagement also addresses a practical failure mode: a small steering nudge that drops FSD at the worst moment. The advantage is a background safety net that uses the same vision stack already running in v14, instead of leaving the car solely to emergency braking once the driver is no longer in command.
The feature still depends on FSD being enabled and, according to reports, an active FSD purchase or subscription. It does not make the vehicle unsupervised. Drivers remain responsible, and Tesla has not published how often the system is expected to intervene or how it will handle false positives.
If the rollout is conservative and the false-alarm rate stays low, the update is a meaningful step: FSD is no longer only a feature the driver turns on. In the rare moments when disaster is already forming, it can step in.
Tesla launched the all-electric, steering wheel-less, and pedal-less Cybercab last night at a quiet and small event in downtown Austin, Texas.
The launch, which marked the beginning of unsupervised ride-hailing for Tesla’s Robotaxi platform with Cybercab, has already caught the attention of the National Highway Traffic Safety Administration (NHTSA) who has more questions.
NHTSA opened an Audit Query (AQ) into the Cybercab’s Federal Motor Vehicle Safety Standards (FMVSS) certification that Tesla gave the vehicle. Manufacturers self-certify vehicles much of the time to avoid excessive regulatory delays.
Tesla Cybercab interior, note the lack of steering wheel and pedals. (Credit: @niccruzpatane/X< /a>)
However, the agency needs more information; it said in a summary:
“On September 3, 2026, Tesla began commercial deployment with a small number of its Cybercab vehicles in Austin, Texas. Tesla notified the Agency that it certified those Cybercab vehicles as compliant with all applicable Federal Motor Vehicle Safety Standards (FMVSS). Tesla also notified the Agency that it plans to gradually expand commercial deployment of the Cybercab to include additional vehicles and locations.”
It also went on to state that the Cybercab lacks traditional automotive controls, which is a groundbreaking move. The process is entirely new to the NHTSA, which gives the agency some leverage to put Tesla’s launch under a microscope:
“The vehicles lack permanently attached, conventional manual controls, such as a brake pedal, gas pedal, steering wheel, and mirrors. NHTSA is opening this AQ to examine the process and technical data on which Tesla relied when certifying the Cybercab and related issues. Among other things, NHTSA will consider the extent to which Tesla’s certification depended on determinations that certain FMVSS are inapplicable to the Cybercab.”
Tesla has added 45 Cybercab units to its fleet of Robotaxi-enabled cars in Austin, according to public documents the company submitted to the State of Texas over the past week. Enabling this level of self-driving is something Tesla has worked toward for many years, and now that it is finally here, it seems more than reasonable that regulatory agencies will have some questions.
Many outlets might try to frame this as a negative, but it is truly an agency looking to gain more information about groundbreaking tech that Tesla has been developing for years.
In an effort to keep riders, pedestrians, and property safe, any and all data accumulated from these first days, weeks, and months of rides will likely be shared with the NHTSA to enable broader rollout strategies across the United States and more in the future.
Tesla Robotaxi will be a 24/7 service: here’s when
Tesla Full Self-Driving will now overtake manual driving to avoid disaster
