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Elon Musk announced that Tesla's Cybercab motor operates without rare earth metals while preserving full range. Tesla also launched the Cybercab into its Austin self-driving taxi fleet, advancing its…
Elon Musk announced Tesla's Cybercab motor operates without rare earth metals while maintaining range, mitigating China tariff and supply chain risks. However, market skepticism persists regarding re…
The US Department of Energy awarded $500 million to seven critical mineral and battery recycling projects, including Lilac Solutions and Jervois. The initiative aims to strengthen domestic lithium an…
U.S. may extend Chinese rare earth access past 2027 as domestic magnet capacity lags. Persistent Chinese dominance threatens EV, defense, and tech supply chains reliant on rare earth magnets.
Tesla announces $250M investment in Berlin gigafactory to expand 4680 battery cell production to 18GWh annually, creating 1,500 jobs and supporting long-term cost reduction and output expansion.
Tesla will resume Model Y shipments to Canada benefiting from lower tariffs, while SEC approval of new option expirations enhances risk management tools. The company also extended a graphite supply d…
China cuts import tariffs on lithium battery scrap to boost recycling, potentially lowering costs for Tesla’s supply chain amid ongoing operational challenges and stricter material standards.
Tesla’s contract with South Korean battery supplier L&F was cut drastically due to weak Cybertruck sales and battery production challenges, leading to sharp stock declines and signaling pressure on T…
Tesla's battery materials supply contract with L&F dropped drastically due to slow 4680 battery production and weak Cybertruck sales, signaling technical and demand issues amid broader EV market chal…
South Korean supplier L&F drastically cuts Tesla supply deal value from $2.9 billion to $7,386 for 2023, signaling potential challenges ahead.
USGS expanded the critical minerals list to 60 materials vital for tech, defense, and EVs. Tesla's pioneering role in lithium-based EV batteries highlights rising demand for critical metals amid glob…
Congo's strict new cobalt export rules and unclear procedures threaten supply delays, pushing prices up sharply and potentially impacting Tesla's battery supply chains and production timelines.
Tesla’s China VP clarified the company values China-based suppliers equally and denied excluding them, despite reports of sourcing restrictions in the U.S. Tesla relies heavily on local suppliers for…
Tesla expects strong 2025 EBITDA above estimates but faces Q4 EV sales headwinds before tax-credit expiry. Plans include robotaxi rollout and supplier shift away from Chinese parts amid trade tension…
Congo’s cobalt export limits tighten supply, pressuring EV battery costs. Tesla may face headwinds as manufacturers consider shifting to cobalt-free lithium iron phosphate batteries.
Tesla's Q3 China EV deliveries surpassed forecasts, but safety concerns rose from NHTSA's report on Full Self-Driving crashes at red lights, amid supply chain benefits from China's rare-earth control…
Liontown amends its long-term offtake with Tesla, moving pricing from lithium hydroxide indices to spodumene concentrate; Liontown shares jump. The miner is also in talks with Ford to revise offtake …
Liontown agreed with Tesla to change the pricing mechanism in their long-term lithium offtake deal; Liontown is also negotiating revised offtake and loan terms with Ford.
Liontown amended the pricing mechanism in its Tesla offtake agreement for future deliveries, while Ford is in advanced discussions on offtake and a loan facility agreement.
LG Energy Solution won multi‑year battery supply deals with Mercedes totaling over 100 GWh through 2037 and is building plants serving automakers including Tesla and GM, boosting EV supply-chain capa…