Exclusive Lithium Insider Chat / Volvo EX30 / Tesla and Mongolia ⚡️
发布时间 2023-06-07 19:58:44 来源
摘要
If you'd like to learn more about FE Battery Metals: https://febatterymetals.com/
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The Fraser Report 2022: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.fraserinstitute.org/sites/default/files/annual-survey-of-mining-companies-2022-execsum.pdf
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New Tesla Service Mode Features: https://www.notateslaapp.com/software-updates/upcoming-features/id/1464/tesla-gears-up-to-enhance-service-mode-new-features-unveiled-in-upcoming-software-update
Out of Spec: https://www.youtube.com/watch?v=1DhfvedR0CQ&ab_channel=OutofSpecReviews
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00:00 - New Service Mode Features
00:27 - Tesla YTD Sales Germany
1:14 - Tesla $3.8M Donation
1:40 - Benchmark on IRA Cost
2:54 - Tesla in Mongolia
3:53 - Volvo EX 30
4:51 - Tesla Customer Pickups
5:15 - Eneco and Tesla BESS
5:51 - Model 3P Discounts
6:02 - Lithium Insider Chat
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#LithiumInsider #Lithium #VolvoEX30
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Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patron, Alex B. Thank you for choosing to support the channel. We're going to zip through the news today because I have something a little special in the back half of this video.
欢迎来到Electrified，我是主持人Dylan Loomis。快速向我的最新捐助者Alex B.致以问候。谢谢你选择支持本频道。今天我们会快速浏览新闻，因为我在这个视频的后半部分有一些特别的内容。
For those of you that like to play around with the Tesla Service mode, there are some new features coming including seat belts, the windows, and HVAC. Just want to remind everybody, Tesla Service mode really should only be for those that actually know what they're doing. This will be links below.
对于那些喜欢尝试特斯拉维修模式的人来说，有一些新功能即将到来，包括安全带、车窗和空调。只想提醒大家，特斯拉维修模式只应该为那些真正知道自己在做什么的人使用。下面是相关链接。
Here we have a chart from Roland and I love providing the high level sales data. So this is year to date in Germany. As you can see, top brands VW Mercedes Audi and BMW. No surprise, Tesla is still well back here. And when it comes to model sales year to date, the Model Y is the fourth best selling vehicle overall. But again, looking at the green for BEV only, Model Y far and away in first place.
这里有一张 Roland 提供的图表，我很喜欢提供高级别的销售数据。所以这个图表是德国今年到目前为止的销售数据。正如你所看到的，最受欢迎的品牌是大众、奔驰、奥迪和宝马。毫不意外，特斯拉在这里仍然远远落后。而就目前为止的车型销售而言，Model Y 是总体上最畅销的第四款车。但是，如果只看电动汽车的销售情况，Model Y 远远排名第一。
Speaking of German BEV sales, the subsidies were dropped fairly significantly at the beginning of this year. Despite that though, there was a rebound in sales for the month of May as EVs held a 17.3% market share. And yes, that number was for full battery electric, plug-in hybrids were an additional 5.6% for May.
说到德国的纯电动汽车销售，补贴在今年年初显著下降。尽管如此，五月份的销售出现了反弹，电动车的市场份额达到了17.3%。是的，这个数字是指全电动汽车销售额，插电式混合动力车在五月份新增了5.6%。
Here we have Tesla looking to donate $3.8 million to fix some roads, but these roads will actually be leading to Tesla's new lithium refinery in the area. A new ACES County commissioner said that these improvements will accommodate the heavy duty equipment and vehicles passing through to Tesla's lithium refinery. And he said, we feel the road improvements are needed and maybe something we typically could not afford, so sounds like a win-win situation.
在这里，特斯拉打算捐赠380万美元修路，但这些路实际上将通向特斯拉在该地区的新锂电池工厂。一位新任的ACES县委员表示，这些改进将适应通过前往特斯拉锂电池工厂的重型设备和车辆，并且他表示：“我们认为道路改进是必要的，也许是我们通常无法承担的费用，所以听起来像是一种双赢的局面。”
Here we have an article from Benchmark and they're saying the announced gigafactors in the United States have increased by 60% since the IRA was passed. Mark ran some numbers on what the IRA may end up costing and by 2032 they're saying it could be $150 billion which is 5 times higher than what the Congressional Budget Office had estimated at the time of the deal. And yes, this number is just for the advanced manufacturing production credit.
这里有一篇Benchmark网站的文章,他们说当时通过的IRA法案后，美国宣布的gigafactors已经增加了60%。Mark根据IRA可能的成本进行了一些计算，他们称到2032年可能会达到1500亿美元，比当时议会预算办公室估计的高了5倍。是的，这个数字仅仅是针对先进制造生产税收抵免的。
It's a long way away, but Benchmark is saying by 2031 a total of 59 million EVs could be eligible for at least half of the $7,500 credit, that would translate to $220 billion of cumulative funding by 2031, the CBO estimate for that side of the deal, $7.5 billion or 380,000 EVs in total. There are two takeaways. First, the actual cost for the IRA may be much higher than they were anticipating and two, it'll be important to watch who's in office and how they handle the IRA because this level of funding should not be expected or guaranteed for the next decade although that's how it sits now.
Benchmark表示，到2031年，将有总共5900万辆电动汽车有资格获得至少7500美元的一半的税收抵免，这将转化为2031年之前的累计资金约为2200亿美元。这个项目的负责机构(美国国会预算办公室)估计，这笔资金将为EV开发提供75亿美元的支持，总共380,000辆电动汽车。这意味着两个方面：第一个是，实际支出可能比预期要高得多；第二个是，要关注谁掌握这个项目的管理权，以及他们如何处理这个项目，因为未来十年内可能不会出现这样的高额资金支持，尽管目前是这样的。
But there's a reason that people are scrambling and racing to get this money now. The Prime Minister of Mongolia tweeted out he just had a conversation with Elon Musk, discussed potential partnerships including internships for talented Mongolian engineers at Tesla. They talked about rare earth elements and industrial scale mining, you may be thinking wait I thought Tesla was not using rare earth elements anymore, well that's in their next gen drive unit so for now they're still using him on current vehicles. In this video they were also talking about Starlink.
但是现在人们争先恐后地抢着领取这笔钱是有原因的。蒙古总理在推特上发推表示他刚与埃隆·马斯克进行了对话，讨论了潜在合作关系，包括为有才华的蒙古工程师提供特斯拉实习机会。他们还讨论了稀土元素和工业规模采矿。你可能会想，等等，我以为特斯拉不再使用稀土元素了，那是在他们的下一代驱动系统中，所以现在他们仍在当前车辆上使用。在这个视频中，他们还谈到了Starlink。
Given that Mongolia has extensive deposits of rare earth minerals and copper, my guess is most likely a lot to do with mining. Mining in Mongolia, refining in China for Giga Shanghai would definitely make sense. Looking at the historical car sales in Mongolia, I certainly would not be expecting this as a location for a Giga factory. Mongolia has plenty of land but only about 3 million inhabitants and relative to the United States you could definitely say it's underdeveloped when it comes to technology and infrastructure.
鉴于蒙古拥有大量的稀土矿和铜矿储量，我猜这很可能与采矿有很大关系。在蒙古开采，然后在中国进行精炼供给上海超级工厂显然很有意义。观察蒙古历史上的汽车销售，我肯定不会预期它成为一个超级工厂的位置。蒙古拥有大量土地，但只有大约300万的人口，与美国相比，其技术和基础设施的发展确实可以说是相对不发达的。
The Volvo EX30 is definitely going to be a car to watch, this should be available delivery starting in the United States in 2024, maybe around the summer. They're calling this an SUV but as you can tell by the video it's really more of a CUV. This vehicle is set to start at around $36,000, get about 275 miles of range and do 0-60 in about 3.4 seconds. Styling is nice but unfortunately it does have a very small front if you could call it that.
沃尔沃 EX30 肯定是一个值得关注的汽车，预计将在 2024 年在美国交付，可能会在夏季左右发布。虽然他们将其称为 SUV，但从视频中可以看出，它实际上更像是 CUV。这款车的起步价约为 36,000 美元，续航里程约为 275 英里，加速 0-60 英里需要约 3.4 秒。外观设计很好，但不幸的是，前部非常小，如果您可以这样称呼的话。
It does have a hatchback which is nice and at least decent storage for a smaller vehicle. The only major drawback I'm seeing right now of this vehicle is that it's set to be produced in China meaning it will not qualify for the federal tax incentives. Will they make this in South Carolina in the future? Maybe but nothing has been said on that. Reservations are indeed open right now.
这款小车确实有一个优美的掀背式尾门，至少对于较小的车辆来说，存储空间也相当不错。目前我所看到的这款车的唯一主要缺点是，它将在中国生产，这意味着它将无法符合联邦税收激励的要求。它们将来会在南卡罗来纳州生产吗？也许会，但目前还没有这方面的消息。目前确实已经开放预订了。
We've heard about this before, Tesla continuing to innovate with its direct-to-consumer model. Now customers can take delivery directly from the train which is eliminating trucks which is nice. But I would love to hear how the experience goes for any consumers that are actually taking delivery at one of these delivery points not at a delivery center. So if you or anyone you know does, please shoot me an email.
我们之前听说过特斯拉不断创新其直接面向消费者的模式。现在，消费者可以直接从火车上接收交付，这可以消除卡车的使用，非常好。但我很想听听有实际在这些交付点进行交付的消费者的体验如何。所以，如果您或您认识的任何人这么做了，请给我发一封电子邮件。
I wanted to pass this one along because we always hear about the United States and China when it comes to battery energy storage deployments so this is good to see that outside of those two regions. Now we have Belgium into the mix. This time teaming up with Tesla for a 200 megawatt hour project which is about 50 Tesla megapacks. Further, this company, Aneko said it will not stop with this project. Several hundred megawatts will follow in the coming years. Thanks to attractive Belgian investment policy and exemption from transmission tariffs and excise duties, the largest battery parks in Europe are being built in Belgium. One to watch.
我想和大家分享这篇文章，因为我们总是听到美国和中国在电池储能方面的部署，所以看到其他地区也参与其中是一件好事。现在我们看到比利时也加入了这个领域，这次与特斯拉合作，实施200兆瓦时的项目，相当于50个特斯拉超级电池组。此外，该公司Aneko表示，他们不会止步于此，未来几年还会有几百兆瓦的项目。由于比利时有吸引人的投资政策，以及豁免输电费和消费税，欧洲最大的电池园正在比利时建设。这是一个值得关注的项目。
Just the heads up right now in Tesla's inventory, some Model 3 performance variants are being discounted over $3,000. So if you've been looking, this seems like a pretty good time.
特斯拉库存中的一些Model 3性能版车型目前正在打折，优惠幅度超过3,000美元。如果你一直在寻找，那么现在是个很好的机会。
Some of you may remember one of my most liked videos was a discussion with a CEO from the mining industry and today I have more of the same. You're about to hear from a geo scientist with decades of experience in the industry who has worked all over the world. Now he is at FE Battery Metals, a junior lithium company operating up in Quebec and we know Tesla has their hand all over the Canadian region.
你们中的一些人可能还记得我最受欢迎的视频之一，那是我与一位来自采矿行业的首席执行官的讨论，今天我又有同样的体验。你即将听到一位有数十年行业经验的地质学家的发言，他曾在世界各地工作。现在他在FE电池金属公司工作，这是一家在魁北克州运营的新兴锂公司，我们知道特斯拉在加拿大地区大有作为。
We're right beside what's called the North American Lithium Mine. It was an existence a long time ago called Quebec Lithium Mine. However, it was purchased by Piedmont and Seyona Mining and in March of this year they produced the first amount of concentrate. So it's a very exciting thing that we finally have a mine online and it's right next door to us. So we're not only adjacent, we're actually slightly part of their workings on our territory. So we're real neighbors in this.
我们就在所谓的北美锂矿旁边。很久以前它被称为魁北克锂矿。然而，它被Piedmont和Seyona Mining收购了，今年三月他们生产出了第一批浓缩物。所以，我们终于拥有一座在线的矿山，而且就在我们隔壁。所以我们不仅是相邻的，我们实际上还是他们在我们领土上工作的一部分。我们是真正的邻居。
Okay. And now so is that one of only a handful in North America right now? Is that accurate? There's presently two mines in operation that produce lithium in Canada. In the US there are two mines that produce lithium. One is the Clayton Valley which is a brine that the type deposit and you can see it from space. If you go to Google Earth you can see these great big settling ponds that it has. And the other is Piedmont Lithium's area and the Carolinas. They've been there for years. However, in truth, if you take a look at the resources they have there, they're not giant. So Piedmont has made great efforts to run out and do either like a joint venture in the case of the North American Lithium mine or perhaps acquiring large portions of the company like they've done in Ghana with Atlantic Lithium doing deals. So they're I think really cognizant of the fact they have to build and grow their internal resources.
好的。现在在北美地区只有少数几个锂矿，对吗？这是准确的吗？目前加拿大有两个生产锂的矿，美国有两个生产锂的矿。其中一个是克莱顿谷的卤水型矿床，你可以从太空看到它。如果你去谷歌地球上看，你会看到这些很大的沉淀池。另一个是皮德蒙特锂公司在卡罗来纳地区。他们已经在那里很多年了。然而，实际上，如果你看一下他们那里的资源，它们并不是巨大的。因此，皮德蒙特锂公司已经努力去进行联营，例如在北美锂矿的情况下，或者像他们在加纳与大西洋锂公司合作交易一样，收购公司的大部分股份。因此，我认为他们非常清楚，他们必须建立和扩大自己的内部资源。
Yeah, Piedmont has a deal with Tesla. Ford who just signed a deal with Namaska, the Namaska Lithium project. And that might take three, four years to get in production. So it really goes to show you how the automotive industry is getting ahead of this game where they're seeing a project that's got value and merit and they're putting money into it. So they could say, look, I want off take from that mine. I want it coming directly to our battery needs. It is interesting though, like because of the Piedmont Tesla affiliation and working together, I mean, we're right in their backyard for Piedmont. I mean, there's no better place for our ore to go than down the road, one mile to the mine. So that would give a boost to the North American Lithium mine in terms of its output potential or its longevity in terms of how many years it could operate. So that would be the most logical place for us to go. And Piedmont, by the way, I mentioned it before, they've been very aggressive in stepping out to a project in Northwest Ontario. They've participated in companies like Lithium Americas as well have made investments into junior companies to the tune of 25% of the company, things like that. So we've seen that as well.
是的，皮德蒙特和特斯拉有合作协议。福特刚刚与纳马斯卡签署了一个协议，该项目可能需要三到四年才能开始生产。这表明了汽车行业对这一有价值、有梁旋的项目已经超前布局，他们正在投入资金。因此，他们可以说：“我想从那个矿上获取产品，我希望它直接供应我们的电池需求。”然而，由于皮德蒙特特斯拉的关系和合作，我们也在他们的后院。我想没有比距离我们只有一英里的矿山更好的选择了，这将提高北美锂矿的产出潜力或其运营年限。这将是我们去的最合理的地方。另外，皮德蒙特之前已经非常积极地参与了加拿大安大略省西北地区的项目，他们也参与了一些公司，例如锂美洲公司，并向青年公司投资了25%的股份。我们也看到了这样的事情。
It's going to be a whole new world. I mean, Chile recently nationalized their lithium. I don't know if you're aware of that. But the companies like Albemarle and SQM could be really hurt by such moves. And they would be looking for perhaps more solid jurisdictions like in the US or Canada that aren't going to nationalize their lithium. I mean, lithium's basically been nationalized in Mexico. Bolivia is always kind of threatening to do it. And after Chile's move, maybe they will.
这将是一个全新的世界。我的意思是，智利最近国有化了他们的锂资源。我不知道你是否意识到了这一点。但像Albemarle和SQM这样的公司可能会因为这样的举措而受到重创。他们可能会寻找更为可靠的司法管辖区，比如美国或加拿大，这些地方不会国有化他们的锂。我的意思是，锂在墨西哥基本上已经被国有化了。玻利维亚也一直在威胁要这么做。在智利这样的举动之后，也许他们会这么做。
For companies trying to feed the ED growth of North America, Canada, US look like great targets. I think we're the largest claim holder within the region of the North American Lithium mine. I mean, we have a crazy amount of claims. We've done some joint ventures with some of those claim blocks because we can't basically do it all ourselves. We could have some partnerships developed in the area.
对于试图推动北美区域经济发展的公司来说，加拿大和美国似乎是绝佳的目标。我认为我们拥有北美锂矿区域内最大的权力声明持有者。我的意思是，我们拥有大量的权力声明。我们已经与一些权力声明区块进行了一些合资企业，因为我们自己无法完成所有的工作。我们可以在该地区开展一些合作伙伴关系。
Fraser Institute puts out a report on mining jurisdictions worldwide every year. And places like Nevada, Ontario, Quebec, rank pretty high, Western Australia as well. Because just the whole government situation is used to mining, understanding mining, and the obstacles to getting a mine permitted aren't the same as if you, let's say, were too close to a national park or something like this.
弗雷泽研究院每年发布一份全球采矿地区报告。而像内华达州、安大略省、魁北克等地排名都相当靠前，西澳大利亚也是如此。这是因为这些地区的政府对采矿业已经非常了解，他们了解采矿业所面临的挑战，而且获取矿业许可时所面临的障碍和可能面临的情况不同于那些临近国家公园的地区。
That can be really terrible and could kill your projects. In terms of also the government backing is extremely important. In this particular case, US and Canada are part of an agreement for critical battery metals. And there is a strong focus more than I've ever seen except for wartime into backing the mining industry for those metals.
这可能会非常糟糕，并可能毁掉您的项目。此外，政府的支持非常重要。在这种特定情况下，美国和加拿大是关键电池金属协议的一部分。并且聚焦于支持这些金属的采矿业，这是我过去所见过的除了战争以外，最为强烈的关注。
Well, I'm really excited where we are right now. I mean, we've drilled quite a number of holes at Augustus. That's the project directly beside the North American Lithium mine. And we just recently started computer modeling this. So we've told people in news releases that we're trying to build a made resource for the project. And that's always a real good lift for investors when a company goes from essentially having nothing but hope and blue sky to actually having a concrete resource. So that's going to be really exciting.
嗯，我非常兴奋我们现在的进展。我的意思是，我们在Augustus进行了相当数量的钻探。这是北美锂矿旁边的项目。我们最近刚刚开始了计算机建模工作。因此，我们在新闻发布会上告诉人们，我们试图为该项目建立资源。当一家公司从仅仅有希望和幻想到实际拥有具体资源时，这总是对投资者的一个真正的提振。所以这将非常令人兴奋。
We recently also finished a new magnetometer survey that was carried by a drone. So it was really accurate in terms of staying at a very low level to the ground. So it's a little bit more accurate than the helicopter borne survey that we did a year ago. And we're seeing some awesome structures there and some prospecting has shown there's primitites in that region.
我们最近使用了一架无人机进行磁力计调查。这种调查非常准确，可以非常接近地面。因此，比我们一年前进行的直升机测量更加精确。我们在那里发现了一些很棒的结构，并且我们进行了一些勘探，发现该地区有原始矿物质。
Obviously, you must be aware of the fact that all these companies for GM, etc. They're electrifying their fleet in a big way. And the demand for lithium is going to be crazy. So it's going to be a really exciting, let's say eight to 10 years for investors who are looking at companies similar to ours that have good lithium projects and will likely be gobbled up in that time frame.
显然，你必须意识到那些为通用汽车等公司服务的公司正在大力推进其车队的电动化。需求量将会非常高，因此对锂的需求将会非常疯狂。因此，对于那些看好我们这样具有良好锂项目的公司的投资者来说，未来8至10年将会非常激动人心，这些公司很可能会在这段时间被并购。
So if you guys would like to learn more about FE in the Phrase report, I'll have it all linked in the description below. For this one, please like the video as a way to say thank you for Craig for taking the time to sit down with us. Hope you guys have a wonderful day and a huge shout out to all of my Patreon supporters.
如果你们想更深入了解短语报告中的 FE（前端工程师），我会在下面的描述中将所有链接都提供。对于本视频，请点赞以表示感谢 Craig 抽出时间与我们面谈。希望你们拥有美好的一天，同时感谢我所有的 Patreon 支持者。