Following its Q4 2025 financial update, Tesla appears to be pivotally shifting away from its identity as a traditional automaker. By phasing out the Model S and X to focus on ‘Transportation as a Service,’ leadership is betting heavily on an autonomous-first business model.
And instead of building on that success, expanding into new segments, addressing affordability, and competing with the flood of new EVs from legacy automakers and Chinese competitors, the company that revolutionized the auto industry is walking away from it.
Source: Electrek: Read The Article
PSR Analysis: It’s difficult to understand why the company that led the EV revolution is now walking away from it, and what it hopes to do within the taxi market. Taxis didn’t kill vehicle ownership. Nor did Uber/Lyft. Robotaxis won’t, either. It’s a weird pipedream. And Tesla doesn’t even have any first mover advantage like they did when they started building EVs. PSR
Rare Earth Discovery Could Transform NA Critical Mineral Supply Chain
First Atlantic Nickel Corp. may have made the largest nickel alloy and chromium discovery in the Atlantic region in 30 years at its Pipestone XL Nickel Alloy Project.
The discovery contains awaruite, a rare natural alloy of nickel, cobalt, and iron that is 77% pure nickel—a geological rarity that could reshape North American critical mineral supply chains.
“What makes this discovery truly revolutionary is that unlike conventional nickel deposits, awaruite possesses natural magnetic properties that enable it to be concentrated using magnetic separators, allowing the company to completely bypass the smelter bottleneck controlled by China and Russia and enabling domestic magnetic processing without reliance on overseas facilities,” writes First Atlantic Nickel.
Source: First Atlantic Nickel Read The Article
PSR Analysis: The key to the importance of this articles is the processing angle – most nickel processing (to refine the nickel to a usable grade) requires large amounts of energy and is thus expensive – magnetic processing is considerably cheaper. PSR
Guy Youngs is Forecast & Adoption Lead at Power Systems Research
