Tesla's New Battery / Elon Is Fed Up / Pure Hypocrisy ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Tesla App updates has decompiled a future Tesla software update and there are some interesting findings. It looks like there will be a Tesla Diner button now in the UI so this site may be opening soon-ish. Not only that, but there will be a whole UI interface for when you're at the Tesla Diner to order food and perform other services right from the Tesla app. For Tesla insurance, the safety score may be getting an update so if you're using that, there could be the possibility for more discounts in the future. If you're getting roadside assistance from Tesla in the app, there may be a new live widget with updates. In the code, they found has automatic Tano so the speculation is the cheaper rear-wheel drive Cybertruck may be getting a manual Tano cover. Android users may be getting ultra wideband support and they're also guessing the rear-wheel drive Cybertruck will not come standard with AC outlets. And finally, the charging filter will now be 0-72 kW and then 72 all the way up to 325.

欢迎来到Electrified，我是主持人Dylan Loomis。Tesla App最近解构了一项未来的特斯拉软件更新，并发现了一些有趣的内容。现在看起来用户界面中可能会新增一个特斯拉餐厅按钮，这意味着这个地点可能很快就要开业了。不仅如此，在特斯拉餐厅时，将会有一个完整的用户界面，允许用户直接通过特斯拉应用程序点餐和进行其他服务。对于特斯拉保险，安全评分可能会进行更新，所以如果你在使用的话，未来或许会有更多的折扣。如果你在应用程序中向特斯拉寻求道路救援，可能会有一个新的实时小工具提供更新。在代码中，他们发现了自动Tano，因此有人猜测价格较低的后轮驱动Cybertruck可能会配备手动Tano盖。安卓用户可能会支持超宽带技术，同时他们也猜测后轮驱动Cybertruck标准版可能不会配备交流电插座。最后，充电过滤器的范围将调整为0-72 kW，然后从72一直到325。

There is a significant battery fire at the Moss Landing Battery Storage Facility in California. However, there are two separate parts of this facility. One is V-Stru Energy and they do not use Tesla Mega Packs. They actually use batteries from LG and those are the ones on fire. To be clear, this fire has nothing to do with Tesla or their Mega Packs. There are some evacuation orders and highway closures but the main reason is for air quality. Naturally, this story will get a lot of attention because it is the biggest battery storage facility in the United States and one of the biggest in the world. The portion of Moss Landing that's operated by V-Stru Energy that uses those LG batteries is actually a 3-gigawatt hour project. Then the other portion that's operated by PG&E that does use Tesla Mega Packs is just under 1-gigawatt hour. Of course, there are some headlines out there saying things like Tesla Battery Fire at the Moss Landing Power Plant and in response Elon is understandably fed up here saying to reiterate the legacy news headlines are false. This fire has nothing to do with Tesla and our Mega Packs are operating well. In these situations, I think it's always helpful to know the cause of the fire and so far as far as I can tell, it has not yet been determined. Back in 2022, one single Tesla Mega Pack did have a fire issue at the Moss Landing location. But the word was that was caused thanks to a sprinkler head malfunction that caused some overheating. And at the time, the built-in safety systems worked as designed, automatically disconnecting the Tesla batteries from the grid when the fire was detected.

加利福尼亚州莫斯登陆电池储存设施发生了一场严重的电池火灾。然而，该设施分为两个独立的部分。其中一个部分由V-Stru Energy运营，他们使用的是LG公司的电池，这次着火的正是这些电池。他们并没有使用特斯拉的Mega Pack电池。所以，这起火灾与特斯拉或其Mega Pack电池无关。出于空气质量的考虑，已经发布了一些疏散命令和高速公路关闭通知。 由于这是美国最大的电池储存设施之一，也是世界上最大的设施之一，此事件自然会受到广泛关注。由V-Stru Energy运营的部分使用LG电池，规模为3吉瓦时。另一个由PG&E运营并使用特斯拉Mega Pack的部分，规模不到1吉瓦时。 当然，也有一些新闻标题错误地将事件描述为“特斯拉电池在莫斯登陆发电厂起火”，对此，埃隆·马斯克明确声明这些旧新闻的标题是错误的，这场火灾与特斯拉无关，特斯拉的Mega Pack电池运行良好。在这种情况下，了解火灾原因总是有帮助的，但目前来看，起火原因尚未确定。值得注意的是，2022年莫斯登陆的一个特斯拉Mega Pack电池曾发生过火灾问题，据当时的消息称，是洒水喷头故障导致过热引发火情。而当时的内置安全系统发挥了作用，火灾被检测到时，特斯拉电池被自动断开与电网的连接。

With Serendipitous Timing, Bloomberg today also put out an in-depth article highlighting all of the benefits of these battery storage systems. A few notes, one executive from the California grid says it would have been extremely difficult to have gotten through some of these events without the battery fleet. Global prices for large-scale energy storage systems have dropped 73% since 2017. They talked about how many of these projects can be up and running in a year, if of course they can get connected to the grid efficiently. And the COO of Urcott in Texas for their grid said without the batteries, we would have been in some pretty bad situations there, specifically talking about the Texas summer heat. So far on this channel, we've mostly talked about Lithium ion batteries for storage, but there are some zinc-based batteries that can last for up to 16 hours set to hit the market, as well as some iron air batteries that can discharge for 100 hours straight. The latter is from form energy, they just raised over a billion dollars, opened a factory near Pittsburgh, and utilities in Colorado and Georgia have already signed contracts for installations with the first scheduled this year.

今天，彭博社适时发布了一篇深入文章，重点介绍了电池储能系统的各种优势。加州电网的一位高管提到，如果没有这些电池储能系统，应对某些事件会非常困难。自2017年以来，大规模储能系统的全球价格已下降了73%。文章还提到，如果能高效接入电网，许多项目可以在一年内启动运行。德克萨斯州电网公司Urcott的首席运营官表示，没有这些电池，在德州夏季高温下我们可能会面临一些非常糟糕的情况。在这个频道上，我们大多数时候讨论的是锂离子电池储能，但也有一些基于锌的电池将上市，续航时间可达16小时，还有一些铁空气电池能连续放电100小时。后者来自Form Energy，他们刚刚筹集了超过十亿美元资金，并在匹兹堡附近开设了一家工厂，科罗拉多州和佐治亚州的电力公司已经签署了安装合同，首个安装计划在今年进行。

On the topic, Colben, a Chilean utility company, has begun construction of a 228 megawatt or just under 1 gigawatt hour battery storage project in Chile. This is set to be a $260 million project for Tesla, and the expectation is it'll be up and running mid-2026. We got some more official data for Norway car sales for 2024, 88.9% were fully electric. And further, if you include plugins and hybrids, that number jumps up to 96.9% of all new car sales were electrified. As you can see, the Model Y in the Model 3 were the two best-selling vehicles in the country for the year, and if you total up all Tesla sales for 2024, it made up 18.9% of all new passenger cars sold. However, for some context, in 2023, Tesla's total market share was actually 20%.

关于这个话题，智利的公用事业公司Colben已经开始在智利建设一个储能容量为228兆瓦或接近1千兆瓦时的电池储能项目。预计这是一个耗资2.6亿美元的特斯拉项目，预计在2026年年中投入使用。我们还得到了2024年挪威汽车销售的官方数据，其中88.9%的新车是纯电动汽车。此外，如果包括插电式混合动力车和混合动力车，那么该比例上升到96.9%的新车是电动的。可以看到，Model Y和Model 3是该年度挪威销量最好的两款车型，而特斯拉在2024年的总销量占所有新乘用车销售的18.9%。然而，有个比较是，特斯拉在2023年的市场份额其实是20%。

The Biden administration has been busy, as they're on their way out, as they finalized a new rule this week that will prohibit imports of certain Chinese software and hardware. This move effectively bans passenger cars coming from China. The truth is, there aren't many of those here anyway, but certain automakers will definitely have to find new suppliers for certain components on the hardware side. But here's what our Commerce Secretary said. Cars today aren't just on wheels, they have cameras, microphones, GPS tracking, and other tech that are connected to the internet. Through this rule, the Commerce Department is taking a necessary step to safeguard US national security and protect Americans' privacy by keeping foreign adversaries from manipulating these technologies. In my opinion, this is the ultimate facade, and really, when you see through that facade, it becomes the height of hypocrisy.

拜登政府近期非常忙碌，因为在卸任之前，他们本周最终确定了一项新规定，禁止进口某些中国软件和硬件。这一举措实际上禁止了从中国进口的乘用车。事实上，这些车在美国并不多见，但一些汽车制造商肯定会需要寻找新的硬件组件供应商。我们的商务部长表示，现代汽车不仅仅是依靠轮子行驶，它们还配备了摄像头、麦克风、GPS追踪和其他连网技术。通过这项规定，商务部正在采取必要措施，以保护美国的国家安全及美国人的隐私，防止外国对手操控这些技术。在我看来，这是一种表面文章，透过这层表面看过去，就发现这简直是虚伪到了极点。

So, our government can be all up in arms about China maybe doing something nefarious with consumers' data, but in reality, we have the FTC actually taking action against GM for illegally selling their consumers' data without their consent. We'll touch on that more next week, but my point here is what about all of the big tech companies here in America that are already spying on American consumers, and yet the government doesn't really seem that concerned about any of those companies. The way I see it, this is obviously just protectionism and a means to try to protect legacy auto here in America from having to compete with these Chinese automakers. This rule goes into effect in the middle of March this year. The software prohibitions under the rule begin for 2027 models, and the hardware prohibitions take effect for 2030 models. It's too early to have an exhaustive list of what companies will be impacted, but I do know that Polestar is already moving some production away from China.

所以，我们的政府可能会对中国可能对消费者数据做一些不法行为表现得非常激动，但实际上，我们的联邦贸易委员会（FTC）正针对通用汽车公司（GM）非法出售消费者数据且未获得用户同意一事采取行动。我们下周会更详细地谈这个，但我想说的是，美国国内的很多大型科技公司明明也在监视美国消费者，政府却似乎并不太担心这些公司。在我看来，这显然是一种保护主义，是为了保护美国传统汽车产业免受中国汽车制造商竞争的一种手段。该规则将在今年三月中旬正式生效，软件方面的禁令适用于2027款车型，硬件方面的禁令适用于2030款车型。现在还很难彻底列出所有受影响的公司，但我知道，极星（Polestar）已经在将部分生产转移出中国。

On the Cybertruck, Mrs. Dirty Tesla shared that on their way home from Jacksonville, they did not use the tarp in the back of their Cybertruck, and some of their belongings got wet. She said, we hit some very heavy rain in the Jacksonville area on our drive. As far as I can tell, it seems like this problem is very specific. It does not apply to all Cybertruck vehicles, but certain ones are indeed having some water issues in the vault. And real quick, on the Cybertruck from my commentary yesterday, I want to make it very clear, in no way am I trying to articulate that the Cybertruck is some failure or destined to be one. The only point I've been trying to make the past few weeks, if you've been following along, is that there have been multiple signs out there that demand may be a bit lower than Tesla was expecting at this point. In short, 2024 was a very solid year for Cybertruck sales best-selling ED pickup in the US. I'm more focused, however, on 2025. So we'll see in the next two quarters, if Tesla can make the jump from about 13,000 to 15,000 in a quarter, up to 20,000 and above.

在谈到Cybertruck时，"Dirty Tesla"女士分享说，他们从杰克逊维尔回家的路上，没有使用Cybertruck后面的防水布，结果有一些物品被淋湿了。她提到，他们在杰克逊维尔地区遇到了非常大的雨。据我所知，这个问题似乎很具体，并不是所有的Cybertruck车辆都存在这个问题，但确实有一些车辆在储物箱内出现了渗水问题。关于我昨天对Cybertruck的评论，我想明确说明，我并不是在说Cybertruck是个失败或注定失败的产品。过去几周，如果你一直在关注，我想表达的唯一观点是，有多种迹象表明目前的需求可能比特斯拉预期的要低。简而言之，2024年Cybertruck的销售表现非常出色，是美国最畅销的电动皮卡。然而，我更关注2025年。因此，我们将在接下来的两个季度中看到，特斯拉是否能将季度销售从大约13,000到15,000辆提升到20,000辆或更多。

This video was awesome. Stig and Electrified Community members shared a video of his 86-year-old mother using FSD for the first time. At the end, FSD did end up parking successfully at the church on its own. I share this because my mother-in-law has been hinting that she may now want a Tesla having experienced version 13 in my wife's Model Y when they're out shopping together. And hopefully, this is the year the floodgates open on the one thing she said, I don't know why everybody doesn't want this. And if you did not see it, somebody shared this video clip with Sawyer of FSD 13. No lead car, nothing else it really would have been stopping for and waited long enough until the stop sign was retracted to go. Well done.

这段视频真是太棒了。Stig和Electrified社区的成员分享了一个视频，展示了他86岁的母亲第一次使用FSD（全自动驾驶）。视频的最后，FSD成功地在教堂自行泊车。我分享这个是因为我的岳母最近暗示说她可能想要一辆特斯拉，因为她在和我妻子一起购物时体验了Model Y的第13版全自动驾驶。希望今年她能开启这个话题，她曾说过，不明白为什么大家都不想要这个。如果你没看到，有人和Sawyer分享了第13版FSD的视频片段。没有前车，也没有其他停下来的障碍，FSD在停止标志收回后等待了足够长的时间才继续前行，执行得不错。

Back to the Biden administration staying busy, they actually opened up federal land for construction of large-scale data centers and they're promising to cut bread tape to make sure projects move ahead in a speedy fashion. The DOD and the DOE will be tasked with identifying at least six federal sites that can be leased to private sector companies to build gigawatt scale AI data centers. And the developers selected to build on these sites will be required to bring online enough clean energy sources to meet the full electricity needs of the data centers. In turn, the government will employ the fastest form of review to permit the infrastructure. The director of the White House Economic Council said we simply cannot have a new China shock in AI. And something I agree with Biden said we must not offshore AI as we once did with computer chips and other critical technologies. Paired with the export controls for the AI diffusion rules we talked about earlier this week, the trend right now is build it here and keep it here. And the cherry on top do so with clean energy.

回到拜登政府的繁忙议程，他们实际上开放了联邦土地，用于建设大型数据中心，并承诺削减繁琐的程序，以确保项目快速推进。国防部和能源部将负责确定至少六个可以租赁给私营企业用于建设千兆瓦级人工智能数据中心的联邦场地。被选中的开发商需在线上提供足够的清洁能源，以满足数据中心的全部电力需求。政府将采用最快的审核方式批准基础设施建设。白宫经济委员会主任表示，我们绝不能再次面对像中国冲击那样的局面。拜登说，我们不能像过去把计算机芯片和其他关键技术外包那样处理人工智能。我对此表示赞同。结合本周早些时候讨论的出口管控措施，当前的趋势是“在这里建设并保留在这里”。而且，要使用清洁能源来实现这一目标。

In the Chinese UI for navigation, they just released some new feature options. For your route, you can now choose the fastest time, the least congestion, which might make the drive or ride a bit safer. You can prefer highways, still no option to avoid highways, or you can choose the lowest tolls. There was some conversation over on X about the cyber truck cameras and specifically the rear camera actually needing a better self cleaning option. Tesla AI said on a more serious note, a more comprehensive cleaning solution is being worked on. For what it's worth that was replying to Chuck Cook and he was talking about a more general solution for unsupervised so this might be rolling out to all vehicles, not just the cyber truck. But all of the questions are still valid. Is this hardware? Is it software? Will there be a retrofit? For now we just don't know.

在中文版的导航界面中，最近发布了一些新功能选项。对于您的路线，现在可以选择最快的时间、最少的拥堵，这可能会让驾驶或乘车更安全。您可以偏好高速公路，但仍然没有避免高速公路的选项，或者您可以选择最低的收费。在X（推特改名）上有人谈到关于网络卡车摄像头的问题，尤其是后置摄像头确实需要一个更好的自清洁选项。特斯拉的人工智能团队表示，他们正在认真研究一个更全面的清洁解决方案。值得一提的是，这是一条回复给Chuck Cook的内容，他提到了一种更通用的解决方案，适用于所有车辆，而不仅仅是网络卡车。不过，所有的问题依然存在。它是硬件还是软件？是否会有改装设备？目前我们还不清楚。

SETI Park shared a new patent published by Tesla talking about a new method of manufacturing LFP Drew Baglino came out of nowhere replying to Jordan at the limiting factor saying the patent describes a more scalable lower capital investment and lower process cost means of making LFP than traditional precursor CSTR, which is continuous stirred tank reactors followed by RHKs which are rotary hearth kilns. It's also flexible to a variety of iron and phosphate inputs. It would be prudent for the new LFP supply chains developing in the US and Europe to adopt this approach when localizing. Fully scaled can be lower cost than unterreft LFP from China. It's important to note fully scaled means this is likely years away to hit this cost price point. But that's still very encouraging because right now the tariffs on LFP cells from China coming into the US is set at 25%. So this new way of making LFP cells won't just be cheaper than cells coming from China because of the tariffs, they'll be cheaper from the cells from China without any tariffs.

SETI Park 分享了特斯拉发布的一项新专利，该专利涉及一种新的LFP（锂铁磷酸电池）制造方法。德鲁·巴格里诺意外地回复了The Limiting Factor的乔丹，说明这项专利描述了一种比传统的前驱体连续搅拌罐反应器（CSTR）和旋转加热炉（RHK）更具扩展性、需要更少资本投资且工艺成本更低的制造LFP的方法。同时，这种方法对多种铁和磷酸盐原材料都具有灵活性。在美国和欧洲正在形成的新LFP供应链在本地化时采用这种方法是明智的选择。完全扩大规模后，这种方法的成本甚至会低于从中国进口的LFP。然而，需要注意的是，实现完全规模化可能要经过数年，才能达到这种成本价格点。但这仍然是一个很鼓舞人心的消息，因为目前从中国进口到美国的LFP电池关税设定为25%。因此，这种新方法生产的LFP电池不仅会因为关税问题比中国进口的更便宜，即使没有关税，它们的成本也会低于中国进口电池。

I found this study scaling up high energy cathode materials for EVs. The way LFP cathodes are made now, the traditional way that Drew is talking about uses that CSTR system. In doing it that way, the growth of particles is uncontrollable and result in relatively large particles which degrades battery safety and performance. Just think of the CSTR process as the step where you mix some of the raw materials in a slurry like substance. And then of course the rotary hearth kilns are the part where you apply the heating treatment. Thus it sounds like with this new patent Tesla has better options than those traditional methods. As Drew said the new method will be flexible for a variety of iron and phosphate inputs. And honestly so far that's been my biggest takeaway looking through the patent.

我发现了一项关于扩大用于电动车的高能量阴极材料生产的研究。现在LFP（磷酸铁锂）阴极的传统制造方法，正如Drew所说，是使用CSTR系统。这种方法中，颗粒的生长是不可控的，导致了相对较大的颗粒，从而降低了电池的安全性和性能。可以把CSTR过程想象成一个步骤，在这里你将一些原材料混合成类似泥浆的物质。接下来，旋转炉是用于加热处理的那部分。因此，看起来特斯拉的新专利比这些传统方法有更好的选择。正如Drew提到的，新的方法对各种铁和磷酸盐输入更具灵活性。老实说，这也是我在查看这项专利时最大的收获。

This phrase in some embodiments is found in the patent description 366 times simply put with this new method there seems to be a lot of flexibility which could open up some supply chain efficiencies. And it's pretty clear that these stars are aligning for Tesla to begin working on their own in-house LFP cells as we talked about over the past few months that Tesla has already bought equipment from CATL and they've been planning a small facility at Giganovada to use this equipment. And just like everything Tesla does it seems like they've been waiting to do this until they have a better new method of doing so. It now makes a bit more sense that Tesla will have full control over this facility and cover 100% of the costs. And CATL personnel will not be involved beyond helping set up the equipment. So yet another trick up Tesla's battery sleeve that will certainly take some time but there is some hope that Tesla can have a more cost competitive sell than what's coming from China.

这段文字在专利描述中出现了366次，简单来说，这种新方法具有很大的灵活性，可以提升供应链效率。而且，目前看来，特斯拉已经具备了条件开始自主研发磷酸铁锂电池。在过去几个月中，我们了解到特斯拉已经从宁德时代购买了设备，并计划在Giganovada建立一个小型设施来使用这些设备。就像特斯拉做的很多事情一样，他们似乎在等待一个更好的新方法来开展这项工作。现在看来，特斯拉将全面掌控这个设施，并承担100%的费用。宁德时代的人员将只参与设备安装。特斯拉的这一电池策略可能需要一些时间，但让人期待的是，他们或许能够生产出比中国制造更具成本竞争力的电池。

And further in this scenario Tesla would not have to pay any of these margins to any other suppliers. I know all eyes are on FSD and Optimus and AI but I think it's time for another battery day maybe in 2026. Unfortunately, poll stars' struggles are continuing their CEO just said it's going to take longer for them to be profitable and they're delaying the expansion of sales to more countries. They're now expecting positive free cash flow after investments in 2027 later than what they said before which was the end of this year. They're also considering a reverse stock split and they're expecting a mid-teens percentage decline in revenue for 2024 and of course negative gross margin.

在这种情况下，特斯拉将不需要向其他供应商支付任何利润。我知道大家的注意力都集中在FSD（全自动驾驶）、Optimus机器人和人工智能上，但我认为也许该在2026年举行另一个电池日了。不幸的是，Polestar的困境仍在继续，他们的CEO刚刚表示，实现盈利将需要更长的时间，并且他们正在推迟向更多国家扩展销售的计划。他们现在预计在投资之后要到2027年才能实现正的自由现金流，而之前的预期是今年年底。他们还在考虑进行股票的反向拆分，并且预计2024年的营收将下降中两位数百分比，当然也会出现负的毛利率。

The way I see it, poll stars not really at risk of going out of business or going bankrupt anytime in the next few years. I think they have solid access to capital. They have been raising money over the past year or so and Glee has said that they will continue offering financial backing for poll star. But like effectively everybody else not named Tesla and maybe BYD they're struggling to turn a profit making EVs. VW came out and said it's considering ways to deepen its partnership with Rivian. The CEO said for example we're thinking about sharing modules and bundling purchasing volumes. The VW group offers great opportunities for a small brand like Rivian.

在我看来，Poll Star在未来几年内并不会面临倒闭或破产的风险。我认为他们有稳固的资金来源。过去一年左右他们一直在筹集资金，而且Glee也表示将继续为Poll Star提供资金支持。不过，和几乎所有除了特斯拉和可能的比亚迪以外的公司一样，他们在生产电动车方面仍然难以盈利。大众汽车表示正在考虑如何加深与Rivian的合作。大众的CEO说，比如我们在考虑模块共享和合并采购量。对像Rivian这样的小品牌来说，大众集团提供了很好的机会。

I hate to say it but it's starting to feel like Rivian is putting the pieces in place to prepare for an eventual acquisition of Rivian if Rivian can't figure it out on its own. But for now it's still just a partnership that does make sense. VW offers some capital and Rivian offers its tech. Rivian did also just secure up to $6.6 billion from the loan program office for its upcoming factory in Georgia. Construction is set to begin in 2026 and vehicle production is expected in 2028. That will be the primary facility for the R2 and R3 lineup but R2 production is expected first at their plant in Illinois in 2026.

我不愿意这么说，但感觉Rivian正在为未来可能的收购做准备，如果他们自己无法解决问题的话。不过，现在这仍然只是一项合理的合作关系。大众提供一些资金，而Rivian则提供技术。Rivian刚刚从贷款项目办公室获得了高达66亿美元的资金，用于建造其即将在乔治亚州的工厂。施工计划于2026年开始，预计2028年开始生产车辆。那里将是R2和R3系列的主要工厂，但R2的生产预计将在2026年于伊利诺伊州的工厂率先展开。

Tesla stock closed the day at $426.50 up 3.06% while the NASDAQ was up 1.66%. The volume was 8% higher than the average the past 30 days. Hope you guys have a wonderful and a safe weekend. Please like the video if you did. You can find me on X-linked below and a huge thank you to all of my Patreon supporters.

特斯拉股票当天收盘价为426.50美元，上涨了3.06%，而纳斯达克指数上涨了1.66%。交易量比过去30天的平均水平高出8%。希望大家度过一个愉快、安全的周末。如果你喜欢这个视频，请点赞。你可以在下面的链接中找到我，同时非常感谢所有支持我的Patreon会员。