Tesla Trade Wars Begin / New "Car Czar" Legislation / Another Humanoid Contract ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my newest patron, Hunter B. Thank you for choosing to support the channel. I think many of us were expecting this, but Tesla did confirm in their slide deck from this week that most of the new technology that's been integrated to the Cybertruck will also be used in future Tesla vehicles. That does include 48 volt electrical, 800 volt battery, ether loop, bidirectional charging, adaptive air suspension, steer by wire, and rear wheels steering. Of course, each individual feature may be used on some future vehicles and not some others. And just a PSA, I would encourage all Tesla investors to read through these slide decks as you have some time. Tesla utilizes the body structure as the reactive volume for the dual subwoofers.

欢迎来到《Electrified》，我是你们的主持人，Dylan Loomis。特别感谢我最新的资助者Hunter B，谢谢你选择支持这个频道。我想我们许多人都预料到了这一点，特斯拉在本周的幻灯片中确认，许多新技术已经集成到Cybertruck上，并且也将在未来的特斯拉车型中使用。这些技术包括48伏电气系统、800伏电池、以太环路、双向充电、自适应空气悬挂、无线转向和后轮转向。当然，每项技术可能会在某些未来车型上使用，而在其他车型上不会。提醒一下，我建议所有特斯拉投资者抽空阅读这些幻灯片。特斯拉利用车身结构作为双低音炮的反应体积。

And to everybody that's wondering why Tesla did not include some of these things with the new Model Y, in my opinion the main reason is because 1. The Model 3 and Model Y share many parts across vehicles allowing for economies of scale. And the new Model 3 is still on a 12 volt system. And second, Tesla has the entire supply chain already built out for the Model Y on the 12 volt system, so to design everything from scratch and recreate the supply chain would be a huge undertaking. Which is why Tesla implemented some of this new technology on a brand new vehicle. But it is now official and not just speculation that these technologies will be used in future Tesla vehicles.

对于那些好奇为什么特斯拉没有在新款Model Y中加入一些新技术的人来说，我认为主要有两个原因：首先，Model 3和Model Y共享很多零部件，这样做可以实现规模经济。而且新款Model 3仍然使用12伏系统。其次，特斯拉已经为Model Y的12伏系统建立了完整的供应链，从头开始重新设计和重建供应链将是一项巨大的工程。因此，特斯拉决定在一款全新车型上引入一些新技术。不过，这些技术将会在未来的特斯拉车型中使用已经不再是猜测，而是官方确认的。

A new US Senator from Ohio, Bernie Moreno will be one to watch as they're calling him the car czar and he built an empire of auto dealerships for a majority of his career. He's planning to introduce the Automotive Freedom Act which would eliminate the leasing loophole for consumer EV tax credits while restricting battery production subsidies. He also favors relaxing fuel economy rules and revoking California's authority to set its own clean air standards. Moreno's proposal would eliminate the EV tax credit for new and used EVs. And right now the word is many in Washington expect some of these items in the Inflation Reduction Act to be debated during a broader budget reconciliation this spring. Moreno wants to leave part of the 45x which is the production tax credits but he wants to make it harder for companies to qualify by extending the application of the restrictive content rules that block materials imported from China. He also indicated he's open to a gradual phase out of the EV tax credit so people are likely to have a heads up for when that will actually go away if it does. There is no doubt this act and any others like it are going to face significant backlash but it'll definitely be one to watch.

新的美国参议员伯尼·莫雷诺来自俄亥俄州，他因在职业生涯的大部分时间里建立了一个汽车经销帝国，被称为“汽车沙皇”，备受瞩目。他计划推出《汽车自由法案》，该法案将消除消费者电动汽车税收抵免的租赁漏洞，同时限制电池生产补贴。他还支持放宽燃油经济性法规，并取消加利福尼亚州制定自己清洁空气标准的权力。莫雷诺的提案将取消新旧电动汽车的税收抵免。目前，华盛顿的许多人预计，这些内容将在明年春天更广泛的预算和解过程中进行辩论。莫雷诺希望保留部分生产税收抵免的45x条款，但他希望通过扩大限制性内容规则的应用，使公司更难以获取资格，从而阻止从中国进口的材料。他还表示，他对逐步取消电动汽车税收抵免持开放态度，因此人们可能会注意到这项补贴何时真正取消。毫无疑问，这项法案及类似法案将面临显著的反对，但它无疑值得关注。

And listen anything can happen so do not delay any purchase decisions based on what I'm about to say but from everything I'm reading right now it sounds like the EV tax credit should be around until at least this summer. But even if they're repealed sooner we're likely to get a heads up as in okay you have another few weeks before it's taken away for good. There's been plenty of speculation in the past few weeks about trade wars and it sounds like they may be upon us. Trump confirmed he will impose 25% tariffs on imports from Mexico and Canada each starting at the beginning of February. As of time of recording they have yet to determine whether oil imports would be included in the policy which is a big deal because right now Canada accounts for roughly 60% of all crude oil imports for the US. Trump said there are many reasons for the tariffs but the two big ones there are too many people coming into the US from both countries and too many drugs. As you may expect the president of Mexico has already said if there are US tariffs Mexico will also raise tariffs. There always seems to be a lot of activity in this area when Trump is president as the last time he was in office he actually replaced NAFTA the North American Free Trade Agreement with the USMCA which was supposed to be better for America.

听我说，任何事情都有可能发生，所以不要因为我要说的话而延迟任何购买决定。但根据我目前看到的资料，电动车税收抵免至少应该会持续到今年夏天。不过，即使它们被提前取消，我们可能也会得到提前通知，比如说你还有几周时间在它彻底取消之前完成购买。过去几周关于贸易战的猜测很多，听起来我们可能正面临这样的局面。特朗普确认他将在2月初开始对来自墨西哥和加拿大的进口货物征收25%的关税。截至目前，他们尚未确定石油进口是否会被纳入政策，这很重要，因为目前加拿大约占美国所有原油进口的60%。特朗普表示，征收关税有很多原因，但主要原因有两个：一是来自这两个国家的移民太多，二是毒品问题太严重。正如你所料，墨西哥总统已经表示，如果美国征收关税，墨西哥也将提高关税。每当特朗普担任总统时，这个领域似乎总是有很多活动，因为他上次在任期间实际上用美墨加协议（USMCA）取代了北美自由贸易协定（NAFTA），据说这样对美国更有利。

An economist said we have about a trillion dollars worth of trade in round numbers worth of US imports from Mexico and Canada combined. 25% of 1 trillion is 250 billion dollars. Just know this article said that's what's going to come out of the US economy but the way these tariffs would actually work the importing companies actually pay these tariffs. Thus American companies that are importing these goods from Mexico and Canada will actually pay those tariffs to the US government. What this line means is that ordinarily with tariffs when that happens the importing companies American companies will raise the price and pass those tariffs through to the consumer. That's in an attempt for those companies to keep their same margins but with higher prices ordinarily you end up with lower demand. And of course less buying activity could result in lower GDP numbers.

一位经济学家表示，美国从墨西哥和加拿大进口的商品总额大约为一万亿美元，约25%的关税相当于2500亿美元。文章提到，这笔金额将影响美国经济，但实际上这些关税是由进口公司支付的。因此，从墨西哥和加拿大进口商品的美国公司实际上会将这些关税支付给美国政府。通常情况下，当实施关税时，进口公司，即美国公司，会提高商品价格，将关税成本转嫁给消费者。这样做是为了保持公司的利润率不变，但通常会导致需求下降。当然，购买活动减少可能会导致国内生产总值（GDP）下降。

Don't forget this is what's really at the heart of all of this. When the USMCA comes up for renewal next year the US is expected to press for rules that would do more to encourage factories to produce in the US. So if goods coming into the US from other countries become more expensive then hopefully those making goods in the US stand to benefit. Another estimate from PWC they said tariffs would go from 1.3 billion to 132 billion per year on Mexican imports and from 440 million dollars to 107 billion on Canada's. If this were to stop here it wouldn't be terrible for Tesla because Tesla doesn't make vehicles in Canada or Mexico that are imported to the US. However plenty of Tesla's supply chain does indeed come from Canada and Mexico for all of its vehicles.

不要忘记，这才是事情的核心。当明年《美墨加协议》(USMCA)到期时，美国可能会推动出台更多鼓励在美国建厂生产的规定。因此，如果从其他国家进入美国的商品变得更加昂贵，那么希望在美国生产商品的企业能够从中受益。普华永道（PWC）的一项估计显示，对墨西哥进口商品的关税将从每年13亿美元增至1320亿美元，对加拿大的进口商品将从4.4亿美元增至1070亿美元。如果关税影响仅限于此，对特斯拉来说还不算太糟糕，因为特斯拉没有在加拿大或墨西哥生产后进口到美国的车辆。然而，特斯拉的供应链中确实有很大一部分来自加拿大和墨西哥，用于所有车型的制造。

All of Tesla's lineup has between 60 and 75% of the parts for those vehicles coming from the US and Canada. Unfortunately with the document from NHTSA that's as granular as it gets so we don't know specifically how much from Mexico or specifically how much from Canada. It's true Tesla is the best positioned and most agile company to deal with these changes but that doesn't mean it's just going to be an easy thing. And the fact that this is happening while Tesla is trying to ramp the new model why that complicates things even further. The truth is I could rant about this stuff for a while just know that this would be a headwind for Tesla's profits going forward.

特斯拉的全部车型中，有60%到75%的零部件来自美国和加拿大。不幸的是，根据美国国家公路交通安全管理局（NHTSA）的文件，这是我们能得到的最详细信息，所以我们不知道具体有多少来自墨西哥或加拿大。虽然特斯拉是在应对这些变化方面位置最佳且最灵活的公司，但这并不意味着应对会轻而易举。而且，正当特斯拉试图加速新车型Y的生产时，这些变化让情况更加复杂。实际上，我可以对这件事说很多，但请知道，这对特斯拉未来的利润将构成阻力。

Why? Because certain parts in its supply chain are likely to become more expensive increasing their cost of goods sold. Or if Tesla looks for new suppliers then they still have to make sure those new parts are reliable. Finally the story likely doesn't stop here we already have Kristia Freeland who's running for office in Canada saying that Ottawa should target Tesla vehicles and other things as part of its retaliation package to send a message that an attack on Canadian trade would not be cost free for Trump's allies. She just said there should be a 100% tariff on all Tesla vehicles.

为什么？因为特斯拉供应链中的某些部分可能会变得更贵，从而增加其商品销售成本。或者，如果特斯拉寻找新的供应商，他们仍需确保这些新零件的可靠性。最后，这个故事可能还没结束。我们已经有加拿大的克里斯蒂亚·弗里兰竞选公职，并表示渥太华应该针对特斯拉汽车和其他物品采取报复措施，以传达这样一个信息：对加拿大贸易的攻击对特朗普的盟友来说不会没有代价。她刚刚提到对所有特斯拉汽车征收100%的关税。

Keep in mind as of tomorrow February 1st the prices of Tesla vehicles in Canada are set to go up between $4,000 and $9,000 already. And most importantly here this 100% tariff number that was shared with the media is likely to be a negotiating tactic trying to instill some fear in Trump. Tesla sells between 40 and 60,000 cars in Canada each year but if those were hit with a 100% tariff that number would likely come down significantly. But when it comes to the auto industry specifically the US may have a bit of leverage as in 2023 88% of vehicles made in Canada by value were exported to the US.

请注意，从明天2月1日起，特斯拉在加拿大的汽车价格将上涨4,000到9,000加元。而最重要的是，媒体报道的100%关税数字可能是一种谈判策略，试图让特朗普感到压力。特斯拉每年在加拿大的销量在4万到6万辆之间，但如果这些汽车被征收100%的关税，这一数字可能会大幅减少。但是在汽车行业方面，美国可能拥有一定的谈判优势，因为2023年，加拿大制造的汽车中按价值计算，有88%出口到了美国。

It'll be interesting because yes the Canadian auto market is very reliant on the US but the US is very reliant on certain things from Canada a big one being energy. So far Mexico hasn't talked as specifically about potential retaliatory tariffs but will likely have something by next week and I would also add there is still a chance that in the next few weeks these tariffs are ultimately removed if Canada and Mexico agree to do something about the number of people and drugs flowing from their countries to the US. We know Tesla has supplied the Canadian market with vehicles from Giga Shanghai in the past but we have to remember Canada has 100% tariffs on EVs made in China. People likely have more concrete information about these tariffs next week and specifically any retaliation tariffs from Canada or Mexico and at that point we can talk about more impacts to Tesla. Because for now a lot of this is just speculation and negotiation.

这将会很有趣，因为加拿大汽车市场确实非常依赖美国，但美国也非常依赖加拿大的一些资源，其中一个重要的就是能源。目前，墨西哥并没有详细提到可能的报复性关税，但很可能会在下周有所行动。我还要补充一句，在接下来的几周内，这些关税仍有可能被取消，如果加拿大和墨西哥同意对从他们国家流入美国的人口和毒品数量采取一些措施的话。我们知道特斯拉过去曾利用上海超级工厂向加拿大市场供应车辆，但要记住，加拿大对中国制造的电动车征收100%的关税。人们很可能在下周得知有关这些关税的具体信息，尤其是加拿大或墨西哥的任何报复性关税。到时候，我们可以更具体地讨论对特斯拉的影响。因为目前，这些情况大多还是推测和谈判阶段。

We won't cover it today but yes companies like GM, Ford, Stellantis all make vehicles in Canada and Mexico for the US market so this would definitely harm them as well. The other day I mentioned some of these Chinese EVs and their charging speeds and how they are quite impressive although they may come with some tradeoffs down the line. With great timing again out of spec just put out this video testing the Zeecker 7X showing its charging speed. You can see at 36% state of charge the battery was charging at 409 kilowatts and at 91% SOC it was still charging at 161 kilowatts. They went from 10% to 80% in under 10 minutes. For what it's worth the warranty on the 7X for the high voltage battery is protected by an 8 year or 200,000 kilometer which is about 125,000 mile warranty. Whichever comes first. To compare Tesla's base Model Y comes with 8 years or 100,000 miles and all other Model Y variants come with an 8 year or 120,000 miles. So the 7X and the Model Y are quite comparable but Zeecker's is a bit better at least for the high voltage battery.

我们今天不会讨论这个问题，但确实，像通用汽车、福特、Stellantis这样的公司都会在加拿大和墨西哥为美国市场生产汽车，所以这一点肯定也会对它们造成影响。前几天，我提到了一些中国电动车的充电速度，这些速度确实令人印象深刻，尽管可能会在将来出现一些权衡。巧的是，Out of Spec最近发布了一段关于Zeecker 7X的测试视频，展示了它的充电速度。你可以看到，在电池电量为36%时，它的充电速度达到409千瓦，而在电池电量为91%时，仍然以161千瓦速度充电。从10%到80%的充电只用了不到10分钟。值得一提的是，Zeecker 7X的高压电池保修期为8年或20万公里（约12.5万英里），以先到者为准。相比之下，特斯拉的基础版Model Y提供8年或10万英里的保修，而其他型号的Model Y提供8年或12万英里的保修。因此，在高压电池方面，7X和Model Y相当具有竞争力，但Zeecker的表现略好一些。

Zeecker also has the same battery retention warranty in that if your state of health drops below 70% of original capacity in the first 8 years of ownership it'll be replaced, repaired or reconditioned for free. I already shared my thoughts last week about all of the tradeoffs with batteries and why I think Tesla is doing what it's doing but I am curious what do you guys think are you upset that Tesla is not pushing forward a bit more when it comes to battery packs and charging rates. We thought this might be coming when it was delayed but it's now official VW has cancelled the plans to bring its ID7 to the US and Canada. A VW spokesperson said it's because of the ongoing challenging EV climate.

Zeecker也提供相同的电池保修政策，即如果在前8年内电池健康状态下降到原有容量的70%以下，他们将免费更换、修理或翻新。我上周已经分享了我对电池的各种权衡利弊的看法，以及我认为特斯拉为何如此行事的原因。但我很好奇，你们怎么看呢？对于特斯拉在电池组和充电速度方面没有更进一步推进，你们是否感到不满？我们本以为这可能会在延期时发生，但现在已经正式确定，福斯汽车（VW）取消了将ID7引入美国和加拿大的计划。一位福斯的发言人表示，这是因为当前电动车市场形势的挑战所致。

Franz, Lars and Jay Leno will be putting out a new video about the new Model Y and all of the great updates sometime in the near future. This was one of the more satisfying community notes that I've seen as of late. Dan O'Dowd was trying to diminish Tesla's achievement with their autonomous vehicles from the factory line to their outbound lot by saying that Mercedes, BMW and Xiaomi have all been doing this for 7 years. He goes, the diluted Tesla cultists think it's something so amazing, only Tesla could do it. Well Dan, that's because only Tesla can do it. The community notes say, I work at BMW, the cars are controlled externally and are not driving themselves. From BMW, unlike autonomous driving and road traffic, the vehicles do not guide themselves using their built in sensors but instead use sensors along the factory route. So good try Dan O'Dowd. And no, I didn't come up with that name, I saw Ray for Tesla use it, wanted to pass it along.

Franz、Lars和Jay Leno将很快推出一段关于新款Model Y及其所有出色更新的新视频。最近，我看到的社区评论中，这个算是让人比较满意的。Dan O'Dowd试图贬低特斯拉在工厂生产线到停车场的自动驾驶汽车成就，他声称奔驰、宝马和小米已经这样做了7年。他说，特斯拉的狂热崇拜者们以为这很了不起，只有特斯拉能做到。其实，Dan，这确实是因为只有特斯拉能做到。社区评论中有人表示，他在宝马工作，那里汽车是由外部控制的，并不是自己驾驶。宝马的情况是，与路上的自动驾驶不同，车辆不是通过内置传感器自主行驶，而是依靠沿工厂路线的传感器。所以，Dan O'Dowd，你的说法不成立。而且，我不是自己创造这个名字的，我看到Ray for Tesla用过，所以想分享一下。

On that front, Troy Jones who works at Tesla Sales and Service said, imagine a world where your car drives itself directly from the manufacturing line to your driveway. Which at some point should indeed massively change the logistics situation for Tesla. FSD12.6.3 is rolling out to hardware 3 owners and FSD13.2.6 is rolling out to AI4 owners. These waves do include all models. The slip test YouTube channel got their hands on a cyber truck and put it through its paces. Talking about this test, Wes shared an important reminder, every all wheel drive vehicle is not equal, it comes down to the method of distributing power. And he clarified, with the lockers engaged, the cyber truck can drive with traction only on any single tire. This is because the wheels are mechanically locked together so it's easy to get the power to the right spot. And Wes was sharing this post that said, I'm very impressed with the results of the cyber truck in that test and it's one of the best results I've ever seen. Do not sleep on the importance of this feature of EVs, I can't tell you how many times this winter people have asked me how my Tesla handles in the snow and it's a great opportunity to share the truth about how electric motors have excellent precision and all Tesla vehicles including the cyber truck are great with traction control.

特斯拉销售与服务部门的特洛伊·琼斯说，请想象一个世界，你的汽车能够自动驾驶，从制造生产线直接开到你的车道上。这在某种程度上确实将会极大改变特斯拉的物流情况。目前，FSD12.6.3版本正在为硬件3的用户推出，而FSD13.2.6版本则面向AI4的用户。这些更新涵盖了所有车型。YouTube频道"Slip Test"得到了一个赛博卡车并对其进行了测试。谈到这次测试，韦斯提醒大家一个重要的事情，每辆全轮驱动车辆并不完全相同，关键在于动力分配的方法。他解释说，当锁定装置开启时，赛博卡车可以只靠任意一个轮胎的牵引力行驶。这是因为车轮机械互锁，所以很容易把动力传递到正确的位置。韦斯在帖子中分享道，他对赛博卡车在测试中的表现印象深刻，这是他见过的最佳表现之一。不要低估这个电动车特性的价值，我无法告诉你多少次在这个冬天人们问我我的特斯拉如何应对雪地，这是个很好的机会去分享电动机的卓越精确性，以及包括赛博卡车在内的所有特斯拉车辆在牵引力控制方面表现优异的真相。

Brett from Figure has shared that they signed their second commercial customer, they now see potential of shipping 100,000 humanoid robots over the next four years. On the commercial side, Figure is focused on a small number of clients and growing vertically with that small group rather than spreading out across many which of course makes sense. He said their newest customer is one of the biggest US companies. In time I'll do a segment with a bit more detail about Figure but for now I'm very curious what do you guys think of Brett and what do you think of Figure?

来自Figure的Brett分享说，他们已经签署了第二个商业客户协议，他们现在预计在未来四年内可能出货10万个仿人机器人。在商业方面，Figure专注于少数客户，并在这小群客户中垂直发展，而不是分散到很多客户，这当然是合理的。他表示，他们最新的客户是美国最大的一家公司之一。以后我会做一个详细一点的部分介绍Figure，但现在我很好奇大家对Brett有什么看法，以及对Figure有什么看法？

Just to heads up, the white interior for the launch series Model Y is now sold out in the US. It's only one state right now, New Jersey but they're considering new legislation that would make it illegal to park a fuel powered car in an EV charging stall. The fine depending on number of violations could be up to $200. Tesla stock was having a pretty strong day today until the news about the tariffs came in and then it was downhill from there but still ended the day in the green up 1.08% at $404.60 while the NASDAQ was down 0.28%. It was an average volume day.

简单提醒一下，首发系列Model Y的白色内饰现在在美国已经售罄。目前只有一个州——新泽西州正在考虑新的法律，该法律将禁止在电动车充电车位停放燃油车，罚款金额视违规次数而定，最高可达200美元。特斯拉的股票今天本来表现不错，直到关于关税的消息传来，然后开始下跌，但最终仍以1.08%的涨幅收盘，价格为404.60美元，而纳斯达克指数下跌了0.28%。这一天的交易量属于平均水平。

Tesla just placed its 1000th supercharger in Sweden at a new V4 site with solar that just opened today. Hope you guys have a safe and a wonderful 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.

特斯拉刚刚在瑞典的一个新V4充电站安装了第1000个超级充电桩，该充电站今天刚刚开放，并配有太阳能设施。希望大家度过一个安全而愉快的周末。如果你喜欢这个视频，请给个赞。你可以在下面的X平台找到我，非常感谢所有在Patreon支持我的朋友。