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.
Subscribe
Subscribe to our newsletter to stay up to date on the latest Tesla news, upcoming features and software updates.
As part of Tesla’s App Update 4.42.5, which is now available on both the Android and iOS App Stores, Tesla has rolled out an improved AI Assistant.
If you’re not familiar with Tesla Assist, it’s the company’s AI-powered assistant, which can be found in the Service section of the Tesla app. The assistant was first introduced with app update 4.35.5, and it has slowly improved to help answer the most common Tesla-related questions.
At first, Tesla Assist could answer general support questions like “What is Sentry Mode?” or “Why is my range lower than expected?” It acted as a helpful starting point for answering questions, but the responses weren’t personalized for you or your vehicle. However, with this latest update, that is changing.
Personalized Support
The latest version of Tesla Assist introduces personalized responses. You can specify which vehicle or product your question relates to and ask specific questions about your vehicle. For now, the responses are limited to a few categories, like tire pressure, however, we expect the assistant to have access to more vehicle information in the future.
For now, you can ask questions such as, “What alerts were recently triggered on my vehicle?” or “Is my tire pressure low?”. We’ve also been successful in asking whether a particular accessory, such as a key fob, would work with our vehicle.
Tesla provides these answers based on information in their owner’s manuals, tutorials, and your vehicle’s details and data.
Just like before, Tesla continues to provide links to related articles, such as the Owner’s Manual or the Service Manual, depending on the context.
Not a Tesla App
Future Releases
While the assistant can’t access every detail just yet — how many miles are on my vehicle — it’s already capable of pulling a lot of service-related information. It appears Tesla may be looking to expand this to other areas, with some responses stating, “Based on your vehicle’s data…”
It’s not clear what’s powering this assistant, but it could be some version of Grok, which will soon be available inside of Tesla vehicles.
The AI-based assistant can be found in the Service section of the Tesla app or by going into the main menu and tapping the question mark in the upper-right corner. Let us know if you’ve seen any other interesting responses from Tesla Assist.
Tesla has revealed the location of its third Megafactory, following Mega Lathrop and Mega Shanghai. The new facility will be in Brookshire, Texas, covering 1.6 million square feet—twice the combined size of Mega Lathrop and Mega Shanghai.
Tesla has had a lease deal at the Empire West industrial park since at least late 2021, where a third-party company has been managing the shipment of vehicle parts from Giga Texas and Fremont factories service centers across North America.
Mega… Factory?
The name says it all. Tesla’s Gigafactories focus on vehicle production—like Giga Texas, Giga Berlin, and Giga Shanghai—while Megafactories are dedicated to Tesla’s energy products.
Tesla Energy is expanding rapidly, with executives suggesting it could soon become one of the company’s largest revenue streams as demand continues to outpace supply.
Mega Brookshire will manufacture Megapacks and Powerwalls, Tesla’s primary stationary energy products. Both use LFP batteries, meaning their production won’t impact Tesla’s vehicle output, as most of the company’s cars rely on NMC batteries.
Looking at the Numbers
Tesla plans to invest approximately $194 million in upgrades and equipment across the two buildings, with the facility projected to generate between $8 billion and $10 billion in annual revenue.
Of that investment, $44 million will go toward facility improvements, such as parking, electrical upgrades, accessibility, and structural updates. The remaining $150 million will be allocated to Tesla-sourced manufacturing equipment for product production.
Tesla will also be employing approximately 1,500 people in the local community, which will be a considerable economic boost for the local residents.
Mega Brookshire Phase 2
The Megafactory plans also include funding for a distribution facility, with Tesla set to invest $31 million in its purchase and an additional $2 million for equipment and facility upgrades. Given its proximity to Giga Texas, it’s likely that Mega Brookshire’s distribution terminal will support the Tesla Semi.
This marks Tesla’s first factory announcement since Mega Shanghai. While there were initial plans for Giga Mexico, where Tesla initially planned to build their next-gen vehicle, those plans have seemingly been shelved as Giga Texas and Fremont continue to expand.
Although an official timeline for Mega Brookshire’s launch hasn’t been shared, Mega Shanghai is set to begin production soon after breaking ground in May 2024. Based on that timeline, Mega Brookshire could be operational by mid-to-late 2026.