Last month, at a livestreamed Tesla investor event that went short on new cars and long on grandiose narratives, a minor detail in Elon Musk’s “Master Plan Part 3” made big news in an obscure corner of physics. Colin Campbell, an executive in Tesla’s powertrain division, announced that his team was expunging rare-earth magnets from its motors, citing supply chain concerns and the toxicity of producing them.
To emphasize the point, Campbell clicked between a pair of slides referring to three mystery materials, helpfully labeled Rare Earths 1, 2, and 3. On the first slide, representing Tesla’s present, the amounts range from a half kilo to 10 grams. On the next—the Tesla of an unspecified future date—all were set to zero.
To magneticians, folks who study the uncanny forces some materials exert thanks to the movements of electrons and sometimes use cryptic hand gestures, the identity of Rare Earth 1 was obvious: neodymium. When added to more familiar elements, like iron and boron, the metal can help create a powerful, always-on magnetic field. But few materials have this quality. And even fewer generate a field that is strong enough to move a 4,500-pound Tesla—and lots of other things, from industrial robots to fighter jets. If Tesla planned to eliminate neodymium and other rare earths from its motors, what sort of magnets would it use instead?
One thing was clear to the physicists: Tesla had not invented a fundamentally new magnet material. “You get a new commercial magnet a couple times a century,” says Andy Blackburn, EVP of strategy of Niron Magnetics, one of the few startups trying to notch up the next such revelation.
More likely, Blackburn and other flux heads figured, was that Tesla had decided it can make do with a much less powerful magnet. The obvious candidate from the short list of possibilities, most of which include expensive and geopolitically fraught elements like cobalt, was ferrite: a ceramic of iron and oxygen, mixed with a bit of a metal such as strontium. It’s cheap and easy to make and has kept refrigerator doors everywhere stuck shut since the 1950s.
But ferrite also packs only about one-tenth the magnetic punch as neodymium magnets, by volume, which raises new questions. Tesla CEO Elon Musk is known for being uncompromising, but if Tesla is switching to ferrite, it appeared that something's got to give. (The company did not respond to a request for comment.)
For the rear wheels of a Tesla, those forces are provided by a motor with permanent magnets, materials with the strange property of having a steady magnetic field, without any electrical input, thanks to the well-orchestrated spin of electrons around its atoms. Tesla only started adding these magnets to its cars about five years ago to eke out more miles and boost torque without upgrading the battery. Before that it used induction motors built around electromagnets, which become magnetic by consuming electric current. (Those are still in use in models that have front motors.)
That might make getting rid of rare earths and forswearing the best magnets around seem a little weird. Car companies typically obsess over efficiency—especially in the case of EVs, where the fight remains on to convince drivers to get over their fears about limited range. But as automakers start to scale up EV production, some engineering previously considered too inefficient is making a comeback.
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