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GM and Vale announced that they have come to an agreement for the former to get a significant part of the nickel sulfate that Vale plans to produce at its upcoming new Quebec Battery Valley factory.

There’s a region in Quebec around Bécancour, just outside of the city of Trois-Rivières, that people are starting to call “Quebec’s Battery Valley.”

The name comes from several different investments made by companies over the last few years to build an entire supply chain of battery materials in the region.

Nouveau Monde Graphite is building an anode material processing plant. Nemaska Lithium is building a lithium processing plant.

Posco is building a $400 million factory to produce cathode material for EV batteries.

Vale, the largest nickel miner in the world, also announced plans to build a nickel sulfate facility in the same valley.

Amid a battery material industry dominated by Asian companies, all these projects could end up being the first of their kind in North America.

Interestingly, GM has been increasingly involved and has secured a lot of battery material capacity coming from Quebec’s Battery Valley.

The American automaker has partnered with Posco on the cathode material factory. It also secured lithium supply from Livent, a partner in Nemaska Lithium, which is expected to supply the material to GM.

Today, GM announced that it also signed a new agreement with Vale to secure a significant portion of its nickel sulfate from the upcoming new factory:

Vale Canada Limited, a subsidiary of Vale S.A., and General Motors Co. (NYSE: GM), announced today they have signed a term sheet for the long-term supply of battery grade nickel sulfate from Vale’s proposed plant at Bécancour, Québec, Canada. This agreement secures for GM a supply of nickel sulfate from a U.S. free-trade partner to support its fast-growing EV production needs in North America.

Under the agreement, Vale will supply up to 25,000 metric tons per year of battery-grade nickel sulfate. GM confirmed that the material will be used to support its ambitious ramp-up in electric vehicle production.

The fact that the critical battery material is going to come from North America is also going to help GM secure the full new tax credit for EVs in the US.

Vale is also a top supplier to Tesla, who has been known to be poking around Quebec’s battery valley lately.

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A dozen Tesla cars burned at store, arson is suspected amid global protests

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A dozen Tesla cars burned at store, arson is suspected amid global protests

A dozen Tesla vehicles burned at a store in Toulouse, France. Arson is suspected amid global protests and vandalism attacks against Tesla and Elon Musk.

Last night, a dozen Tesla vehicles burned down at Tesla’s retail and service location in Plaisance-du-Touch near Toulouse, France.

Firefighters arrived on the scene at around 4 a.m. and contained the fire to the vehicles. Eight of them were completely destroyed, and four were greatly damaged. The damages are estimated at over 700,000 euros.

According to the local news (translated from French), the police suspected arson as a hole was found in a fence, and threats had been made over the last few weeks. The Tesla location remained closed all day.

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Tesla is currently being protested by anti-fascist groups around the world, especially in the US, where many are targeting Tesla to protest against Elon Musk’s involvement in the US government.

In France, there were a few protests planned, but some extremist groups are calling for widespread arson against Tesla stores:

I won’t share the link to the article since it gives step-by-step instructions on how to burn down Tesla stores without getting caught, but the manifesto explains that they are going after Tesla as a “symbol of capitalism,” although they also list a dozen other reasons including the fact that they think it’s “doable and cheap.”

Electrek’s Take

This is getting nuts. It’s not only dangerous, but it’s also not super effective in achieving the goal they claim to want to achieve.

Have they never heard of insurance? Tesla is having issues selling cars right now. You are burning unsold inventory that they can then claim to their insurance.

Sure, it disrupts their operations for a short period of time, but it’s not worth it.

Their manifesto does say to avoid violence and not to target vehicles owned by individuals – though it doesn’t sound like a strict rule for them, but I think these people are likely going to end up in jail for having achieved nothing.

The protests and boycotts are going strong. You don’t need to burn cars to make yourself heard.

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Ford F-150 Lightning sales have been falling for months: What’s going on with the EV pickup?

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Ford F-150 Lightning sales have been falling for months: What's going on with the EV pickup?

Is Ford’s electric pickup in trouble? Sales have been down for months, and February showed no relief. What’s going on with the Ford F-150 Lightning?

Ford F-150 Lightning sales drop again in February 2025

Ford’s US sales dropped by 9% last month. Although electrified vehicles, including EVs and hybrids, both notched double-digit growth, sales of Ford’s gas-powered (ICE) models, which accounted for over 85% of deliveries, fell nearly 13%.

Hybrids saw higher demand with sales up 27.5% to 15,357, while EV sales increased 15% to 7,326. The Mustang Mach-E was a bright spot with 3,312 models sold in February, up 13% from the prior year.

With 6,841 Mach-Es sold through the first three months of 2025, Ford’s electric crossover SUV remains a top-selling EV in the US.

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Ford’s electric pickup didn’t fare as well. F-150 Lightning Sales were down nearly 15% last month with only 2,199 units sold. Through March, Ford has sold 15% fewer Lightning models than it did at this time last year.

Ford-Lightning-sales
2024 Ford F-150 Lightning Platinum Black (Source: Ford)

Sales of the electric pickup have been slipping for months now. In the final three months of 2024, F-150 Lightning sales were down 10%.

The Lightning, alongside Rivian’s R1T, are no longer the only electric pickups on the market. Ford is facing new competition with the Tesla Cybertruck, Chevy Silverado EV, and GMC Sierra EV, arriving.

Ford-Lightning-sales
2024 Ford F-150 Lightning Flash (Source: Ford)

According to Cox Automotive, the Tesla Cybertruck slipped past the Lightning to become the fifth best-selling EV in the US last year with nearly 39,000 units sold. Ford’s Lightning was sixth with just over 33,500 models sold.

Ford extended its “Power Promise” promo earlier this year to boost demand, giving EV buyers a Level 2 home charger and other benefits, but Lightning sales are still down.

Ford-lightning-sales
Ford Mustang Mach-E (left) and F-150 Lightning (right) (Source: Ford)

The American automaker cut Lightning production at its Rouge Electric Vehicle Center last year, citing slower-than-expected demand. A new report from Automotive News claims Ford is now ending a pilot program to stock and distribute EVs through regional hubs after it failed to catch on. It was designed to speed up deliveries.

Although Ford plans to launch a smaller midsize electric pickup, it won’t arrive until at least two more years. With new competition, like the Ram 1500 REV and Volkswagen Scout pickup, hitting the market over the next few years, Ford may find it even harder to attract buyers.

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Costco members can get up to $10,000 off the 2025 Volvo EX90

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Costco members can get up to ,000 off the 2025 Volvo EX90

Costco’s Auto Program recently introduced some new member-only incentives, and the 2025 Volvo EX90 BEV is now on its list.

Volvo is offering Costco Executive Members $2,000 off the 2025 EX90. Costco Gold Star and Business members are eligible for $1,500 off. The incentives are available on all versions of the Volvo EX90 for members who purchase or lease from February 24 to April 30, 2025. It’s the only non-GM EV that’s that’s eligible for an incentive through the EV program.

The offer is compatible with A-Plan pricing for employees, as well as Affinity Pricing for teachers and first responders. Costco members will have had to have been members as of February 23 and be the primary members on the Costco account to qualify.

Volvo-EX90-interior
Volvo EX90 interior (Source: Volvo)

However, CarsDirect gave the heads up on how buyers can get up to $10,000 off the EX90’s MSRP. As we stated, if you’re a Costco Executive Member, that’s $2,000 off. Then, add the $7,500 EV Lease Allowance and a $500 loyalty discount on leases if you currently own or lease a Volvo or have owned or leased a Volvo within the past six months.

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With the destination fee included, the base EX90 MSRP starts at $81,290, so that brings it down to $71,290, a more than 12% discount, a pretty good deal.

The 2025 AWD Volvo EX90, which can seat seven passengers comfortably, has a range of up to 310 miles and is NACS-compatible. It has a 510 hp engine, 110 kWh battery capacity, and can go from 0-60 mph in 4.7 seconds.

Click here to find a local dealer that may have the 2025 Volvo EX90 in stock. – trusted affiliate partner

Read more: Review: Volvo EX90 is a smooth AWD 7-seat luxury kid-hauler


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