News
Tesla supplier Talon Metals to explore 400,000 acres of Upper Peninsula for nickel
Tesla supplier and key partner, Talon Metals, announced that it has acquired the rights to explore around 400,000 acres of Upper Peninsula land for nickel deposits. The newly acquired land is near Lake Superior and along the southern edge of Channing, MI.
The land is near the only nickel mine in the U.S., Eagle Mine, which is owned by Lundin Mining Corp. and is planning to close down in 2026. Talon Metals plans to explore the area including Eagle’s tailings facility
Rio Tinto previously explored the area but Talon believes its technology strategies and modeling will help it find new deposits.
Brian Goldner, Talon’s Chief Exploration and Operations Officer told Detroit News that he thinks the region of northern Michigan, Wisconsin, Minnesota, and southern Ontario could have high-grade nickel deposits due to its “mid-continent rift geology” that was formed 1.1 billion years ago.
The importance of sourcing EV Minerals in America
Todd Malan, Talon’s Chief External Affairs Officer and Head of Climate Strategy emphasized the need to source materials to advance the energy transition. He told Detroit News, “Doing it in America with working people participating ensures that we do it at a high standard.”
I reached out to Todd who expanded on his comment. He told me that the company’s expansion is aligned with Senator Manchin’s challenge to the industry to “be aggressive.”
“We can do this. We have good geology in the US and FTA allies like Canada and Australia. We have new resources from governments in the US, Australia, and Canada that are aimed at helping mining and processing ramp up.”
“Some of the leading automakers are taking a true partnership approach to the supply chain and signing offtake agreements, helping suppliers access new government funding or potentially even investing in new innovative companies.”
“Everyone working together can meet Manchin’s content requirements. We need to do this to save the planet, address dependency for battery minerals on potentially hostile countries, and create more good jobs in the US.”
Talon Metals CEO’s statement
Henri van Rooyen, CEO of Talon Metals, also emphasized that the acquisition of the land is a response to Senator Manchin’s challenge. In an emailed press release he said,
“Talon’s acquisition of the Michigan Nickel Properties is directly responsive to Senator Manchin and other national leaders on both sides of the aisle to take urgent action to establish a battery mineral supply chain from mine to battery within the United States.”
“Talon will bring its proven approach to exploration and use cutting-edge technology to explore for new high-grade nickel, iron and copper deposits in the Upper Peninsula of Michigan, currently the only region in the United States that produces nickel.”
“The USA currently has only two known high-grade nickel deposits: Talon’s Tamarack Nickel Project in Minnesota and the Eagle Nickel Mine in Michigan. These two exceptional deposits of high-grade nickel are definitive proof of the nickel potential in the Lake Superior region; notwithstanding this, the amount of modern exploration of this nickel-bearing region is minuscule in comparison to other nickel districts around the world.”
“Talon’s experienced team of ‘nickel hunters’ has the benefit of technologies only dreamed of prior to 2020: new technologies mean faster data collection, processing, interpretation, and drilling, culminating in the ability to generate and test a much larger number of high-priority targets simultaneously.”
“Not only is Talon taking an innovative approach to discovery of high-grade battery nickel and battery-grade iron deposits in the USA for various battery chemistries (including NMC, NCA, and LFP batteries), but Talon is also taking an industry-leading approach to protecting the environment, partnering with unions and building broad-based community support where we operate,”
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 has revealed its Cybertruck light bar installation fix after a recall exposed a serious issue with the accessory.
Tesla and the National Highway Traffic Safety Administration (NHTSA) initiated a recall of 6,197 Cybertrucks back in October to resolve an issue with the Cybertruck light bar accessory. It was an issue with the adhesive that was provided by a Romanian company called Hella Romania S.R.L.
Tesla recalls 6,197 Cybertrucks for light bar adhesive issue
The issue was with the primer quality, as the recall report from the NHTSA had stated the light bar had “inadvertently attached to the windshield using the incorrect surface primer.”
Instead of trying to adhere the light bar to the Cybertruck with an adhesive, Tesla is now going to attach it with a bracketing system, which will physically mount it to the vehicle instead of relying on adhesive strips or glue.
Tesla outlines this in its new Service Bulletin, labeled SB-25-90-001, (spotted by Not a Tesla App) where it shows the light bar will be remounted more securely:
The entire process will take a few hours, but it can be completed by the Mobile Service techs, so if you have a Cybertruck that needs a light bar adjustment, it can be done without taking the vehicle to the Service Center for repair.
However, the repair will only happen if there is no delamination or damage present; then Tesla could “retrofit the service-installed optional off-road light bar accessory with a positive mechanical attachment.”
The company said it would repair the light bar at no charge to customers. The light bar issue was one that did not result in any accidents or injuries, according to the NHTSA’s report.
This was the third recall on Cybertruck this year, as one was highlighted in March for exterior trim panels detaching during operation. Another had to do with front parking lights being too bright, which was fixed with an Over-the-Air update last month.
News
Tesla is already expanding its Rental program aggressively
The program has already launched in a handful of locations, specifically, it has been confined to California for now. However, it does not seem like Tesla has any interest in keeping it restricted to the Golden State.
Tesla is looking to expand its Rental Program aggressively, just weeks after the program was first spotted on its Careers website.
Earlier this month, we reported on Tesla’s intention to launch a crazy new Rental program with cheap daily rates, which would give people in various locations the opportunity to borrow a vehicle in the company’s lineup with some outrageous perks.
Along with the cheap rates that start at about $60 per day, Tesla also provides free Full Self-Driving operation and free Supercharging for the duration of the rental. There are also no limits on mileage or charging, but the terms do not allow the renter to leave the state from which they are renting.
🚨🚨 If you look up details on the Tesla Rental program on Google, you’ll see a bunch of sites saying it’s because of decreasing demand 🤣 pic.twitter.com/WlSQrDJhMg
— TESLARATI (@Teslarati) November 10, 2025
The program has already launched in a handful of locations, specifically, it has been confined to California for now. However, it does not seem like Tesla has any interest in keeping it restricted to the Golden State.
Job postings from Tesla now show it is planning to launch the Rental program in at least three new states: Texas, Tennessee, and Massachusetts.
The jobs specifically are listed as a Rental Readiness Specialist, which lists the following job description:
“The Tesla Rental Program is looking for a Rental Readiness Specialist to work on one of the most progressive vehicle brands in the world. The Rental Readiness Specialist is a key contributor to the Tesla experience by coordinating the receipt of incoming new and used vehicle inventory. This position is responsible for fleet/lot management, movement of vehicles, vehicle readiness, rental invoicing, and customer hand-off. Candidates must have a high level of accountability, and personal satisfaction in doing a great job.”
It also says that those who take the position will have to charge and clean the cars, work with clients on scheduling pickups and drop-offs, and prepare the paperwork necessary to initiate the rental.
The establishment of a Rental program is big for Tesla because it not only gives people the opportunity to experience the vehicles, but it is also a new way to rent a car.
Just as the Tesla purchasing process is more streamlined and more efficient than the traditional car-buying experience, it seems this could be less painful and a new way to borrow a car for a trip instead of using your own.
Elon Musk
Elon Musk’s xAI gains first access to Saudi supercluster with 600k Nvidia GPUs
The facility will deploy roughly 600,000 Nvidia GPUs, making it one of the world’s most notable superclusters.
A Saudi-backed developer is moving forward with one of the world’s largest AI data centers, and Elon Musk’s xAI will be its first customer. The project, unveiled at the U.S.–Saudi Investment Forum in Washington, D.C., is being built by Humain, a company supported by Saudi Arabia’s Public Investment Fund.
The facility will deploy roughly 600,000 Nvidia GPUs, making it one of the world’s most notable superclusters.
xAI secures priority access
Nvidia CEO Jensen Huang stated that the planned data center marks a major leap not just for the region but for the global AI ecosystem as a whole. Huang joked about the sheer capacity of the build, emphasizing how unusual it is for a startup to receive infrastructure of such magnitude. The facility is designed to deliver 500 megawatts of Nvidia GPU power, placing it among the world’s largest AI-focused installations, as noted in a Benzinga report.
“We worked together to get this company started and off the ground and just got an incredible customer with Elon. Could you imagine a startup company, approximately $0 billion in revenues, now going to build a data center for Elon? 500 megawatts is gigantic. This company is off the charts right away,” Huang said.
Global Chipmakers Join Multi-Vendor Buildout To Enhance Compute Diversity
While Nvidia GPUs serve as the backbone of the first phase, Humain is preparing a diversified hardware stack. AMD will supply its Instinct MI450 accelerators, which could draw up to 1 gigawatt of power by 2030 as deployments ramp. Qualcomm will also contribute AI200 and AI250 data center processors, accounting for an additional 200 megawatts of compute capacity. Cisco will support the networking and infrastructure layer, helping knit the multi-chip architecture together.
Apart from confirming that xAI will be the upcoming supercluster’s first customer, Musk also joked about the rapid scaling needed to train increasingly large AI models. He joked that a theoretical expansion one thousand times larger of the upcoming supercluster “would be 8 bazillion, trillion dollars,” highlighting the playful exaggeration he often brings to discussions around extreme compute demand.
Tesla reveals its Cybertruck light bar installation fix
Tesla is already expanding its Rental program aggressively
