Back in August of 2021, we compared NCA (lithium nickel cobalt aluminum oxide) batteries with LFP (lithium iron phosphate) batteries - "Tesla's LFP (iron) batteries compared. Which one should you buy?". NCA batteries had been the standard for all Tesla models in the USA, but Tesla’s plans to switch to LFP in Model 3s and Model Ys prompted that article. Tesla even offered more rapid delivery to customers waiting for the cars they had on order if they decided to get their car with LFP batteries.
A nickel mine in Indonesia
There are trade-offs between these two battery types in terms of weight, range, consequences of carrying a full charge, regenerative braking, and cold weather behavior which are all discussed in the column mentioned above. These are all valid considerations, but working from the assumption that a prime motivation of most people buying an electric car is to promote a healthy environment and a healthier planet (by cutting CO2 emissions), it should also be mentioned that these two battery chemistries have vastly different implications for the environment. Crucially, NCA batteries are built with a lot of nickel (about 18 kg in a Tesla) whereas LFP batteries have none. But high demand for nickel for Teslas (and many other electric vehicle models) is accelerating strip-mining in Indonesia and the Philippines. Mining is one thing, but strip mining is more problematic.
Strip mining on tropical islands in Southeast Asia is especially harmful because these are centers of biodiversity with large numbers of unique species of plants and animals, many of which are endangered - some critically so. Unlike forest clearing, where the land retains some value for agricultural production, strip mining obliterates what is there and it will likely be decades, if not centuries, before such areas are productive again. When not rainforests, this strip mining is destroying agricultural land. Plus, Southeast Asia has high rainfall, so once the land is laid bare, erosion carries large amounts of sediment onto nearby coral reefs.
Details matter, however, and in this case it should be pointed out that nickel is mined from two sources - laterite and sulfide. Laterite deposits (as in Indonesia and the Philippines) are formed by the weathering of ultramafic bedrock in areas of high seasonal rainfall, along ridges and mountain shoulders. Through leaching, nickel accumulates 10-25 m below the surface and the only way to get at it is to clear off the top 10 m and everything living there.
In contrast, sulfide deposits are in the bedrock and nickel is extracted by hard-rock mining, sometimes near the surface, but often far underground. This distinction is important for electric vehicles because sulfide deposits are smelted into the highly pure nickel which is required for batteries. When laterite nickel is smelted, the lower purity nickel primarily goes to other uses, such as stainless steel. However, if laterite nickel is processed by High Pressure Acid Leaching (HPAL), nickel of sufficient purity for batteries is produced, but at present not very much is produced this way. Of the other uses of nickel besides for batteries, some processes also need high purity nickel, but some can use either high or lower purity nickel. Another important point is that there are not likely prospects for increased production of sulfide nickel, whereas there are extensive areas available for mining laterite nickel.
This may all seem convoluted, but what this all means is 1) as consumption of sulfide nickel for batteries grows with the expansion of the electric vehicle market, this will take up more and more of available sulfide supplies; 2) processes which can use either will hence shift to laterite nickel. Thus, while some may point out that electric vehicle batteries, for the most part, do not use laterite nickel and hence are not the cause of the expanding strip-mining occurring in Indonesia and the Philippines (and in a few other places such as Venezuela and Brazil), it is nevertheless true that additional demand for laterite nickel is a consequence of vehicle batteries taking an increasingly large portion of the available sulfide nickel.
Despite much press coverage last year, Tesla's transition to LFP batteries has only made it to the Model 3 Rear Wheel Drive model (in the USA). Other models may get LFP batteries in the future, as they have in Europe. So, buying a Tesla is a great way to contribute to the decarbonization of your personal transportation, but to avoid the harmful impacts of high-nickel battery chemistries, lithium iron phosphate (LFP) is the best, even if you have to be selective as to which model you get.
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Tesla signaled its intention to launch its first Robotaxi network in Austin, Texas, with company-owned and operated vehicles, back in January. This network will be Tesla’s first foray into truly autonomous vehicles - ones that aren’t being directly supervised by a driver. Later in February, Tesla’s executive team confirmed that the plans were on track for the launch of the Austin network both on X and during several interviews that they participated in.
At the end of February, we also found out that Tesla has applied for a Supervised Robotaxi license in California, where the network will also launch, but with safety drivers in place.
This is an ambitious plan, but FSD has really come a long way in the past year. FSD V12 was a massive step forward from V11, and V13 has made the experience smoother and safer than ever before. FSD V14 is expected to be another big step up with auto-regressive transformers and audio input.
Still on Track
Now, Elon has tripled down on the fact that Tesla will be launching their first autonomous robotaxi network in Austin - just two months away at this point. It seems that Tesla is fully set to launch their first fully unsupervised self-driving vehicles that will carry paying passengers in June.
Additional Cities
The best part is that Elon also confirmed that they’re targeting robotaxi networks launching in many cities within the United States by the end of this year. However, remember that this will be a Tesla-run network at first - Tesla owners won’t be able to add their vehicles to the Robotaxi fleet right away.
Adding Customer Vehicles
It will take some time before Tesla meets their strict internal safety requirements before it lets customers add their own vehicles to the network. Tesla’s executive team mentioned that they intend to let owners add their own vehicles to the fleet sometime in 2026. This happens to be the same time frame that Tesla plans to launch the Robotaxi across the United States, Mexico, and Canada — something that could only be done with customer-owned cars.
That final step will be bold—and it may come with complications, especially given that autonomous vehicle approval spans municipal, state or provincial, and even federal levels. There are plenty of regulatory hurdles ahead, but this is undoubtedly shaping up to be one of the most exciting times for Tesla.
Launch Event
With the Robotaxi network launching and Unsupervised FSD just around the corner, there’s a lot to get excited about. Tesla is expected to host a launch event at Gigafactory Texas in Austin to mark the debut of its first Robotaxi network. The company previously hinted that referral code users could receive invites—offering a rare chance to score an early ride in a Robotaxi outside the Hollywood studio lot.
Tesla’s engineering mule vehicles—used to test autonomy for future platforms—have resurfaced after an extended absence. The last time we saw them was back in July, when Tesla was gearing up for its initial We, Robot event. Since then, sightings have been scarce.
These vehicles typically signal that Tesla is testing new camera placements or validating FSD ground-truth data. This time, however, they appear to be outfitted exclusively with the updated camera hardware seen on the Cybercab.
New Sightings
The mules have now been spotted in Boston, Massachusetts, and Concord, New Hampshire—their first known appearances this far east. This suggests Tesla is actively collecting data to evaluate and optimize FSD performance in new regions. Thanks to Reddit user Ready_Medium_6693 for catching the one in Concord.
Elon Musk recently mentioned that Tesla plans to expand Robotaxi networks beyond the initial Texas and California launches. So while these sightings aren’t entirely unexpected, the speed of their arrival is. It suggests Tesla is confident in its ability to train FSD for local traffic rules and driving behaviors to the point it no longer needs a driver.
Bumper Cameras
The vehicle that’s been spotted in Boston is the usual Tesla engineering Model 3… except with one unique twist. It includes a front bumper camera. Shout out to @Dylan02939106 for catching the bumper camera in these photos.
The Refreshed Model 3 Mule with a Bumper Camera!
@Dylan02939106 on X
We previously released an opinion piece regarding whether the front bumper camera would be required for Unsupervised FSD. In our eyes, Tesla will require a bumper camera for Unsupervised FSD - if only to improve direct visibility in the bumper area of the vehicle. This is key for low-speed maneuvering in crowded areas like parking lots and garages, as well as for key features like Actually Smart Summon.
It isn’t surprising that Tesla is continuing to evaluate vehicles with a bumper camera - the Cybertruck, Cybercab, and Refreshed Model Y all have them now - and the rest of the lineup, including the flagship Model S and X, as well as the refreshed Model 3 - were supposed to eventually receive them as well.
With the Model S and Model X set for refreshes this year—and the front bumper camera on this Model 3 looking well-integrated rather than a temporary setup—it seems likely that front bumper cameras will soon become standard across Tesla’s entire lineup.
The Robotaxi Mule in Boston
@Dylan02939106 on X
In fact, Tesla’s newest iteration of the FSD computer has a slot for the Bumper Camera on all AI4/HW4 vehicles, so a future retrofit could even be possible.
These are some pretty exciting times - we may see Robotaxi networks actually deploy in time for Tesla’s lofty goal of “sometime in 2026” for cities throughout North America. Once many American cities begin to accept their deployment, it will be easier to seek homologation in Mexico and Canada, enabling deployment throughout the continent.
