NASA’s Artemis program and the preparations for the Artemis 2 mission are in full swing. Flight hardware is arriving at NASA’s Kennedy Space Center to construct the giant SLS rocket, and crewed hardware is also being delivered. The Artemis astronauts’ first ride on launch day is now in procession of Canoo’s fully electric crew transport vehicles.
Artemis, NASA’s program aimed at returning humanity to the Moon and establishing a permanent presence, began with the launch of CAPSTONE on a Rocket Lab Electron rocket in June 2022. This mission paved the way for testing the orbit that the Orion spacecraft would follow during lunar missions. Last November, NASA launched its first Space Launch System rocket with an Orion capsule, which traveled around the Moon and returned. This mission was a full test of the rocket before the first crewed flight is scheduled for late 2024 to early 2025.
One crucial aspect of launching crew into space is transporting them to the launch pad. Throughout NASA’s history, variations of Astrovans have been used to transport crews for Mercury, Gemini, Apollo, and Shuttle missions. The most iconic of these was a modified Airstream motorhome used during the Shuttle era, capable of carrying the entire crew, with suit technicians, to LC-39A or B for launch.
For Artemis, the iconic Airstream’s shiny metal exteriors have been replaced by Canoo’s full glass roofs and electric motors. NASA has announced that it has received a fleet of three Canoo electric SUVs, which have been modified to transport Artemis crew and technicians from KSC’s Armstrong Operations and Checkout Building to LC-39B.
Get in astronauts, we are going to the Moon! ?
The crew transport vehicles (CTV) that will take Artemis crews on the final Earth-bound leg of their journey to the Moon have now completed their inaugural trip to Launch Complex 39B.
— NASA’s Kennedy Space Center (@NASAKennedy) July 11, 2023
We are thrilled to be a part of the Artemis missions and to deliver NASA’s first zero-emission built for mission crew transportation vehicles. It’s a very proud day for Canoo and all of our partners who worked so hard to ensure we perform our part to transport the astronauts for the first nine miles of every launch.
Tony Aquila, Chairman and CEO, Canoo
Canoo was awarded the contract in April 2022, making it one of the fastest turnarounds for the Artemis Program from contract to delivery. The early delivery of these vehicles, well ahead of the Artemis 2 mission, will allow NASA teams to practice the drive to the launch pad and familiarize themselves with all the procedures involved in moving the crew.
The nine-mile journey will be the crew’s final trip on Earth before being launched towards the Moon for a duration of up to a month. The Canoo vehicles are equipped to transport astronauts fully suited in NASA’s Orion Crew Survival System, an updated version of the iconic orange flight suits worn by Shuttle crews.
Canoo’s vehicle will be NASA’s first crew transport van to be powered entirely by batteries, although it is not the first electric crew vehicle. That distinction belongs to Tesla, which operates a fleet of Model Xs for SpaceX’s crews flying on the Crew Dragon spacecraft. These vehicles are used by NASA, International Space Station partners, and commercial customers like Axiom and the Inspiration4 mission.
Unfortunately, the third component of the crew transport trident, Boeing’s “Astrovan II,” which will be used for crewed Starliner flights, is a modified Airstream Atlas and will use a traditional engine. However, the future lies in electric vehicles, and when humanity returns to the Moon, the world will witness their journey to the launch pad powered solely by electricity.
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The Trump administration needs to strike multiple deals with U.S. miners to secure the nation’s supply chain against China, said Mark Chalmers, CEO of Energy Fuels, a miner focused on uranium and rare earth minerals.
The Pentagon decision to take an equity stake in MP Materials, the largest U.S. rare earth miner, in July and support the company with a price floor surprised many in the industry, Chalmers told CNBC.
But it was a necessary step that the White House should now follow with more deals to diversify the U.S. supply chain and reduce the risk that would come with backing a single national champion, the CEO said.
“One company doesn’t fix it,” Chalmers said of the MP Materials deal. “You have to have multiple deals to ensure that you don’t just have the company risk, because all companies aren’t going to deliver.”
The White House is “not ruling out other deals with equity stakes or price floors as we did with MP Materials, but that doesn’t mean every initiative we take would be in the shape of the MP deal,” a Trump administration official told CNBC.
Rare earths are key inputs in weapons platforms such as the F-35 warplane as well as consumer products like electric vehicles and smartphones. The U.S. is almost entirely dependent on China, which supplied 70% of rare earth imports in 2023, according to the U.S. Geological Survey.
China has manipulated the market by suppressing prices to drive Western competition from the market, said Ryan Castilloux, founder of Adamas Intelligence, a critical mineral market research firm. The MP deal demonstrated that the U.S. is willing to break with free market ideals and push back against China by mimicking its model of strategic capitalism when necessary, Castilloux said.
“We’ve seen just how disadvantaged the free market view is versus a long term, industrial policy driven market — and something needed to give,” Castilloux, an expert on critical minerals, told CNBC.
Possible rare earth targets
Energy Fuels’ stock has surged nearly 200% since the MP deal on July 10, as investors speculate that it could be a deal target for the Trump administration. Critical mineral miner NioCorp Developments is also up almost 200%, Ramaco Resources has gained 140%, and USA Rare Earth is up more than 70%.
MP Materials will likely need more heavy rare earths as it develops a second facility to make magnets under the Defense Department deal, Castilloux said. Heavy rare earths are needed to produce magnets that can withstand high temperatures in EV motors and defense industry applications, he said.
Headquartered in Denver, Energy Fuels is the largest uranium miner in the U.S. and is forming a rare earth operation through mines it has acquired around the world. Its operation will produce heavy rare earths, Chalmers said.
Energy Fuels is focused on “providing a product that is attractive to the U.S government” and complements the strengths of MP Materials, the CEO said.
“The government cannot bet on one horse — it just doesn’t make sense,” Chalmers said. “We spend a lot of time in D.C. making sure they understand the merits of our strategy,” he said.
Trump eyes lithium
Other critical minerals like lithium, cobalt and graphite are ripe for federal investment to smooth out volatile price fluctuations that undermine U.S. miners, said Rich Nolan, CEO of the National Mining Association. Those minerals are all used in batteries, among other applications.
The Trump administration has proposed an equity stake in Lithium Americas, as the Canadian company renegotiates the terms of a $2.2 billion loan from the Department of Energy for its Thacker Pass mine in northern Nevada. The mine is expected to become one of the largest sources of lithium in North America, with the first phase of the project scheduled to start operations in late 2027.
Lithium Americas stock surged more than 90% this week on news of the potential government stake.
Albemarle CEO Kent Masters told CNBC that something “in the ballpark” of the MP deal could apply to the lithium sector. Albemarle, headquartered in Charlotte, North Carolina, is one of the largest lithium producers in the world.
“What you want to do is move the market such that private industry can invest behind it,” Masters told CNBC in July, pointing to Apple‘s offtake agreement with MP just days after the Defense Department deal.
Miners seek price floors
While it might take a government equity stake to move the market in some cases, the price floor established by the Pentagon in the MP deal is the “critical part” that allows private industry to invest and build out the supply chain, Masters said.
Price support from the federal government “sends a true market signal that these investments are long term, that they are here to stay,” the National Mining Association’s Nolan said.
Under the MP deal, the Pentagon set a price floor of $110 per kilogram for neodymium-praseodymium oxide, orNdPr, a key input in rare-earth magnets. The government pays MP the difference when the market price is below $110 but in turn takes 30% of the upside when the price is above $110.
The price of NdPr surged 40% in the wake of the MP deal, Castilloux said.
“It serves as a blueprint for any market where suppressed pricing is slanting the competitive playing field against the U.S. and its allies,” the analyst said of the price floor. The deal signals that “there is a way to break free of China’s artificially suppressed pricing,” he said.
This month, we’ve been running a sidebar survey about what losing the federal home solar tax credit means for Electrek readers and how it impacts their solar power plans. After receiving nearly two thousand responses, here’s what you told us.
With the 30% federal home solar tax credit set to expire at the end of this year, homeowners everywhere are showing mixed reactions. And, in the case of nearly 30% of our readers, a sense of urgency. Nearly four in ten (38.7%) of our solar survey responders said that they were “deeply concerned” about the credit ending, and moving up plans to install a home solar system before the credit is gone.
That response suggests the industry could see a meaningful surge of demand in the final quarter of the year as households look to lock in tax benefits while they still can.
Meanwhile, 16.4% of Electrek survey respondents admitted they had no idea there even was a 30% federal solar credit. That fact, while frustrating, serves to highlight the need for better public awareness around both clean energy incentives, and the potential benefits to adding solar power to your home.
Interesting, but does it matter?
Home solar panels with Powerwall battery; via Tesla.
The general public? The people who don’t read Electrek, don’t follow the cimate tech blogs, and generally have no idea what’s going on in the world of clean energy incentives? Getting rid of a tax credit they don’t even know exists may not move the market one way or the other. And, frankly, I don’t think it will.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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In a record-setting deal worth billions, Chinese heavy equipment manufacturer XCMG has agreed to deliver more than 200 of its 240-tonne electric haul trucks to Australian mining giants Fortescue in one of the biggest moves yet to decarbonize mining.
From pioneering its “world’s first” best-practice model for smart mining at China Huaneng’s Yimin Mine and winning the 2025 Decarbonizing Mining Award to ranking among the world’s top four open-pit heavy equipment makers, XCMG is rapidly building a reputation for building high-quality electric equipment options that can do all the work without any of the emissions.
Earlier this week, XCMG joined Fortescue, one of the world’s largest iron ore producers, at a grand signing ceremony in Beijing for a strategic cooperation agreement on green mining equipment solutions. Under the terms of the new deal, XCMG will deliver up to 200 of its massive, 240T battery-electric haul trucks to Fortescue, beating a similar deal posted last yearand marking China’s largest-ever export order for green mining machinery.
It’s also one of the largest-ever EV sales, period.
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Big deal
Signing the Fortescue deal; via XCMG.
Fortescue believes the deal isn’t just significant for its size and scope, but for building new global bridges in the quest for full decarbonization.
“The world once benefited from open trade and cooperation – now it is divided,” explains Fortescue Executive Chairman and Founder, Dr. Andrew Forrest. “Fortescue is showing that industry can help glue back that multilateral spirit. Not through rhetoric, but through practical alliances that prove heavy industry can follow a new path – one where profits rise as emissions fall.”
“China is scaling and manufacturing green technologies at unprecedented speed,” adds Forrest. “and “Our partnerships give Fortescue access to that capability.”
As for the trucks themselves, the new XCMG 240T electric haul trucks are absolute giants, built to handle payloads over 500,000 lbs., with a gross vehicle weight rating somewhat north of 380 (!) tonnes (that’s almost 420 Imperial tons, to you and me).
There’s enough power on tap from the big haul trucks’ 1,900 kW (2,550 hp) electric drive system to climb 17% grades and hit speeds up to 56 km/h (35 mph). That’s enough to make XCMG’s 240T one of the most powerful and capable EVs on the planet, slashing emissions without sacrificing hauling performance.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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