Carbon-conscious mining company Snow Lake Lithium and battery production specialist LG Energy Solution announced they have signed a Memorandum of Understanding (MOU) to establish a domestic supply chain of lithium in North America. When Snow Lake’s lithium mining operation gets up and running in 2025, it plans to supply LG with the precious Earth material essential to current EV battery chemistry. This domestic supply chain could help several automakers qualify for US federal tax credits as well.
Snow Lake Resources Ltd. ($LTIM) is a publicly traded mining company looking to source precious battery materials in new and more sustainable ways. The company has already made a commitment to provide completely traceable, carbon-neutral, and zero harm lithium to the EV and battery market in North America by utilizing hydroelectric power and zero emission mining machinery.
The lithium-rich land is located in Manitoba, Canada, where Snow Lake has been consolidating the area and conducting surveys to determine its resource potential. It kicked off its initial assessment of the land in early 2022, but said it will take 18-24 months for environmental work such as permitting to be complete before commercial lithium mining can actually begin in North America.
Snow Lake Lithium still has a lot to accomplish before it can mine this rich supply of lithium to automakers in North America, but based on early assessments, the company believes it will be able to provide enough lithium to power five million EVs on the continent alone, while simultaneously reducing US automakers’ dependency on China.
With its latest announcement, LG Energy Solution – a major battery provider to EV automakers in North America – is onboard to establish a viable domestic supply chain of lithium that can lead to financial benefits to the automakers themselves, in addition to their US customers.
Snow Lake to provide Lithium to North America with LGES
The companies announced their non-binding MOU in a press release today, outlining some of the early terms and expected timelines for domestic lithium distribution to support EVs. When Snow Lake Lithium begins approved lithium mining in Canada, it will supply LG Energy Solution (LGES) with the chemical element for EV battery cell production in North America over a ten year period.
LGES is a newer battery production unit of the larger LG Group, originally spun out of LG Chem toward the end of 2020. Its main focus is the development of lithium-ion batteries for EVs, Mobility & IT applications, and Energy Storage Systems (ESS).
Based on these movements, an agreement with Snow Lake Lithium and the potential of its colossal, 55,000-acre domestic mining site for the EV industry feels like a natural next step. LG Energy Solution CEO Youngsoo Kwon shared a similar sentiment:
As we have recently announced our mid- to long-term strategy to focus on North America, the fastest growing EV market, these partnerships serve as a crucial step towards securing a stable key raw material supply chain in the region. By constantly investing in upstream suppliers and establishing strategic partnerships with major suppliers of critical minerals, LGES will continue to ensure the steady delivery of our top-quality products, thereby further advancing the global transition to EVs and ultimately to a sustainable future.
Both companies state that completion of the partnership outlined in the MOU will be subject to a number of conditions, including “the completion of due diligence from both parties.” Should both companies find the partnership terms and mining prospects agreeable, a massive supply of lithium available domestically could benefit EV automakers and customers alike.
Under new terms outlined in the recently signed Inflation Reduction Act, EVs and a majority of their battery components must be assembled in North America in order to qualify for federal tax credits up to $7,500. Furthermore, a majority of those critical battery materials like lithium must be sourced in North America, or from countries with free trade agreements with the US.
Currently, most EVs sold in the US no longer qualify under these terms that will officially kick in January 1, 2023, but automakers are already pivoting their production strategies toward US assembly. Since several major automakers already have working relationships with LGES, obtaining battery cells built with materials from North America could prove fruitful as long as Snow Lake Lithium can complete the necessary measures to ensure approval for mining in Canada.
As previously mentioned, this process will still require years, but if Snow Lake remains on schedule, the global EV production landscape could make a pivotal shift toward significantly larger manufacturing in North America. Additionally, Canada is expected to rank third in the global production of the raw materials needed for electric vehicle batteries by 2025.
When you think about how significant North America’s current dependency is on China for a lot of these resources, the fact that Canada could be a major player in less than three years again demonstrates how quickly this industry is moving, and how much opportunity could soon be coming to the US and its neighbor to the North, by way of EV adoption.
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At CES2025, the impressively built-out John Deere exhibit was all about automation. Autonomous job sites, autonomous farms … but it was this new, battery electric, autonomous lawn mowing robot that stole the show.
See, instead of using “just” GPS data or “just” repeating a pre-recorded run, Howard can do something in between. The way it was explained to me, you would ride the stand-up mower around the perimeter of the area you wanted to mow, select a pattern, then hop off, fold up the platform, and let it loose. Howard mows just the way you would, leaving you to focus on edging, planting, or (let’s face it) schmoozing with the clients.
It’s exactly the sort of help landscapers are looking for.
But that should come as no surprise, of course. John Deere, perhaps more than most companies, knows its customer. “We’ve been in the turf business for 60 years — it’s a core part of Deere,” says Jahmy Hindman, chief technology officer at John Deere, explaining things beautifully. “The work that’s being done in this industry is incredibly labor intensive … they’re not just doing the mowing work. They’re doing the tree trimming, maintaining flowerbeds and all these other jobs. The mowing is table stakes, though, for them to get the business. It’s the thing they have to do in order to get the higher value work.”
The John Deere autonomous commercial mower (there’s no snazzy alphanumeric, yet) leverages the same camera technology as other Deere autonomous machines, but on a smaller scale (since the machine has a smaller footprint). With two cameras each on the front, left, right, and rear sides of the little guy, he has a 360-degree view of the world and enough AI to lay down a pattern, avoid an obstacle, and shut off if it thinks it’s about to mow down something (read: someone) it shouldn’t.
John Deere will have Howard on display through tomorrow at CES in the LVCC’s West Hall. If you’re in town, be sure to go say hi.
Despite big discounts and 0% financing, Tesla sales are down for the first time in a decade … but there’s even bigger robot news with the return of Honda ASIMO, a flying car from China, and a whole lot more from today’s episode of Quick Charge!
CES2025 was all about AI – and not just what AI could do, but what AI could do for you. That’s where ASIMO comes in, helping everyone have a better time in there car and not at all just a modern day version of KITT dreamed up by a bunch of Gen X executives (wink, wink). We also cover some neat stuff from Suzuki, Aptera, Volvo, and more. Enjoy!
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news!
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The refreshed Model Y, codenamed Juniper, has been expected for some time, and was expected to include many of the improvements of the 2023 Model 3 refresh.
Today, Tesla updated its Chinese website with all the information about the refreshed Model Y, with many of the same improvements as the Model 3 refresh like a quieter cabin, higher efficiency, more performance, ambient lighting and a rear screen.
According to Tesla’s site, the new Model Y can achieve 719km of range (446mi) in Long-range AWD spec with 19-inch wheels, but this is based in CLTC estimates, which are much more lenient than EPA. Previously the highest-range spec had 688km CLTC range, so that’s about a 20-mile improvement.
The 20″ wheels on the long range version will take you 662km, and RWD standard-range batteries will go 593km or 559km on the 19″ and 20″ wheels respectively.
We imagine this could translate to roughly ~350 miles of range on the top-spec Model Y on EPA ratings, but we’ll have to see when the car gets released in the US.
Acceleration has also been improved, with Tesla saying the large-battery AWD Model Y can achieve 0-100km/h (0-62mph) in 4.3 seconds, down from a previous 4.9. The RWD version does the same sprint in 5.9 seconds. Both of these numbers would be slightly shorter for 0-60 times, because of those extra 2mph at the end.
The exterior design is just as leaked photos suggested, with the same rear end we saw in leaks in July and the front end that we saw earlier today. Though now we get to see it in higher resolution and better lighting.
The front-end includes a Cybercab/Cybertruck-like “light bar” rather than the more traditional-looking headlights of the Model 3 refresh, and has been narrowed to remove the “duck lip” bump at the front of the hood.
Also on the front end is a new front bumper camera (again, like the Cybertruck, but unlike the Model 3), which should help with parking and also offer an additional point-of-view for Tesla’s Autopilot software. The inclusion of this camera, while it will improve Autopilot accuracy, does lead to questions over whether previously vehicles that don’t have a front bumper camera will be able to achieve the same level of accuracy as refreshed vehicles do.
And the interior design changes are also roughly as expected, though the steering wheel has undergone less radical changes than some had hoped.
Earlier today, photos leaked suggesting that the Model Y would receive a similar “squircle” steering wheel as the Cybertruck, leading to speculation that it might also receive the Cybertruck’s steer-by-wire system. But it turned out that those photos were just a Model 3 with a custom steering wheel.
The actual interior of the Model Y maintains a circular steering wheel, which suggests that it won’t get steer by wire (the steer-by-wire specification isn’t listed on Tesla’s Chinese site for the car).
It does however have photos showing missing steering column stalks, which has been a controversial feature of the Model 3.
However, looking closer at the steering wheel, the turn signal buttons from the Model 3 are not present. It looks like Tesla may have included a vestigial turn signal stalk hiding behind the steering wheel, and just deleted the PRND drive mode stalk.
This is still a controversial change, as changing drive modes through the screen isn’t the most popular feature, but the turn signal deletion was particularly egregious and it’s good to see it back. We wonder if the Model 3 might eventually gain this improvement, or whether this will be different in different regions.
Tesla says the new “acoustic glass” in the Model Y reduces interior noise significantly. The Model 3 also got this improvement, and testing does show a significant improvement in interior noise levels as a result.
The Model Y receives other interior improvements seen on the 3, like a screen for the rear seat. The Cybertruck also includes this screen.
This shot also shows the ambient lighting LED strip across the dash, which can be customized through the vehicle’s UI.
Another rear-end improvement is electric rear seats, operated through a button in the trunk. This button gives easier access to rear storage space, allowing owners to fold the rear seats up or down while loading or unloading cargo.
Tesla’s Chinese website calls these “anti-gravity” seats, but it’s unclear what exactly the improvements might be in this respect. The seats are ventilated.
First deliveries are scheduled for March in China, subject regulatory approval, though Tesla’s configurator says “the specific delivery date will vary depending on the configuration and pick-up location and other reasons.”
Tesla is offering a “Launch series” in China, something that Tesla has done with many of its cars, but hasn’t done before in the US with the Model 3/Y. It includes some unique design elements and “Launch series” badging in various parts of the vehicle.
As for other regions, they will probably have to wait. The Model 3 refresh came out in Europe first, and the US needed to wait months for it. This is particularly likely now given new US tariffs on Chinese-built cars (which are a bad idea).
Electrek’s Take
As I wrote in the Take section of our leaked photos article earlier today, this refresh is needed, because not only has the Model 3 had access to lots of improvements that the Model Y hasn’t gotten for the last year and a half or so, but Tesla is having a challenging time with sales right now.
The company just finished a year where its sales dropped for the first time since 2011 – back when Tesla only sold the low-production Roadster. This happened despite the overall global EV market surging to new heights, even though Tesla, the world’s largest EV maker (just barely), did its part to drag down the EV market by failing to grow apace with the rest.
Part of the reason for this is due to stale models – while the Model Y is Tesla’s best-selling model, it’s starting to seem a little long in the tooth, particularly given the Model 3’s upgrades. So we wondered earlier today whether the Model Y refresh could reignite Tesla’s growth.
But it’s not just about models. After all, Tesla did just finish its first full year of Cybertruck production, which is a new model, but its polarizing nature led to disappointing sales numbers.
Maybe the company – not the stock – would be better off if he surrendered his title and let Tesla have a real CEO, so he can go play videogames on twitter all day instead (as he already does).
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