Indonesian Officials Upset Musk / Mahindra Exec's Foolish Tesla Comments ⚡️
发布时间 2023-08-09 22:20:43 来源
摘要
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00:00 - Truck Freight Stat
00:45 - Nevada Permit
1:28 - Piedmont Lithium for Tesla
2:20 - Australian Incentive
2:30 - Indonesia and Tesla
4:27 - Highland Leak?
4:50 - Cybertruck Turn Signal
5:30 - Volex and Tesla
6:23 - Cybertruck Wheel Shot
6:41 - GM Still Struggling
7:18 - Mahindra CEO on Tesla
8:20 - New Hire in Austin
8:44 - Cadillac Escalade IQ
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#TeslaIndonesia #TeslaNews #EVNews
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host Dylan Umus. Quick shout out to my newest patron, INRJ. Thank you for choosing to support the channel. From the Department of Energy, Thank you Lyle.
欢迎来到Electrified，我是主持人迪伦·乌穆斯。特别感谢我的最新赞助人INRJ，感谢您选择支持本频道。来自能源部门，感谢莱尔的支持。
In 2021, 87% of US truck freight tonnage was shipped less than 250 miles. Shipments below 100 miles accounted for 44% of the total tonnage and shipments between 100 and 249 miles accounted for 43%. Before I saw this data, in the United States coast to coast, it's about 3000 miles. So I would have thought that a lot of this tonnage would have been at least over 1000 miles traveled for some of these trips, but clearly that's not the case. This of course sets up incredibly well for the Tesla Semi.
2021年，美国87%的货车货物重量在250英里以下运输。100英里以下的货物占总重量的44%，而100至249英里之间的货物占43%。在我看到这些数据之前，我以为在美国，货车货物至少要跨越1000英里的距离，因为美国的东海岸到西海岸大约有3000英里。然而，显然情况并非如此。这当然为特斯拉半挂车奠定了非常好的基础。
From autopilot on X, Tesla has filed and received a special use permit for the Giganavata expansion. Currently, the applicable zoning ordinance has a 75 foot high allowance for the building height, so in this permit, Tesla has requested a maximum height of 115 feet and the plan is for the building to end at around 110 feet with 5 feet for a buffer. The extra height will be to accommodate manufacturing equipment. Also of note, they said the design for this expansion has not yet been completed. Sounds like Tesla's new hire for this project, Michael and his team will be tasked with finishing the design, getting all of the final permits, and then construction on the expansion can begin.
特斯拉已经提交并获得了吉克纳瓦塔扩建的特殊用途许可证，此前特斯拉已经在X车型上实施了自动驾驶系统。目前，适用的区域规章制度允许建筑高度为75英尺，因此在这份许可证中，特斯拉申请了最大高度达115英尺的方案，而建筑的实际高度计划为110英尺，保留5英尺作为缓冲空间。额外的高度将用于容纳制造设备。值得注意的是，他们表示这个扩建计划的设计尚未完成。听起来，特斯拉为这个项目新招聘的迈克尔和他的团队将负责完成设计、获取所有最终许可证，然后可以开始扩建施工。
Piedmont has been pushing for a new lithium mine in North Carolina now for years, this one that would actually supply Tesla. Well, they're still facing pushback and Tuesday at a meeting, apparently things got a little heated. Because Piedmont CEO did not show up to the meeting, instead electing to send some technical employees, and the residents are complaining that the mine could cause the wells in the area to run dry.
皮埃蒙特公司多年来一直在推动在北卡罗来纳州建立一座新的锂矿，该矿将供应给特斯拉。然而，他们仍面临着抵制，据周二一次会议上称，情况似乎有些激烈。因为皮埃蒙特公司的首席执行官没有出席会议，而是选择派遣一些技术员工出席，居民们抱怨称该矿可能会导致该地区的水井枯竭。
Piedmont signed a deal with Tesla in 2024 lithium from North Carolina, but then it was paused because they found a new mine in Quebec, where they could supply Tesla with a lithium from that mine, but Piedmont only has access to that supply in Quebec until the end of 2026. For the North Carolina project, Piedmont will need the board to approve a zoning variance before it can build the project, and the officials have said that's not going to happen until Piedmont gets a state mining permit, of which they've been trying to do now for two years.
皮德蒙特与特斯拉在2024年签署了一份协议，以从北卡罗来纳州获得锂，但随后暂停了该协议，因为他们在魁北克发现了一个新的矿山，从那个矿山他们可以为特斯拉供应锂，但皮德蒙特仅在魁北克有供应锂的权限直到2026年底。对于北卡罗来纳州项目，皮德蒙特需要董事会批准一项建筑区划改变才能开始建设，而官员表示在皮德蒙特获得州挖掘许可之前这不会发生，他们已经努力争取这一许可已经两年了。
Those of you in Australia can now get about 3,100 free super charging miles buying a used Tesla between now and the end of September. Investment Minister Luhaj Panjaiten and Elon met last week, apparently for about two and a half hours, twice as long as expected. They said Tesla is said to have agreed to make a final decision on building a manufacturing plans by the end of this year. Part of the reason we haven't heard much about this is because some Indonesian officials annoyed Elon by making premature statements about Tesla's plans for Indonesia.
在澳大利亚的朋友们，如果你们在现在到九月底之间购买一辆二手特斯拉，你们可以获得约3100英里的免费超级充电里程。投资部长洛哈杰泰特和埃隆上周见面了，据说会面时间大约是预期时间的一倍长，大约两个半小时。他们表示，特斯拉将在年底前做出关于建设制造计划的最终决策。我们之前没有听到很多相关消息的原因是因为一些印尼官员提前对特斯拉在印尼的计划发表了不恰当的言论，这让埃隆感到恼火。
The source said the two sides talked about a car making investment of at least $1 billion, but indicated it may depend on whether the government is prepared to make significant concessions, which have so far stalled negotiations. They said the problem is in our court because we have not allowed Elon to do what he wants. The most important thing is that everyone has to know what they will get. Any concessions will have to be agreed on by the president, Joko Widodo, and will almost certainly require parliamentary approval.
消息来源表示，双方讨论了至少10亿美元的汽车制造投资，但表明这可能取决于政府是否愿意作出重大让步，而目前谈判已经陷入停滞。他们表示问题出在我们这边，因为我们没有允许埃隆做他想要做的事情。最重要的是每个人都必须知道他们将会得到什么。任何让步都必须经过总统乔科·维多多的同意，并几乎肯定需要议会批准。
The good news, all agreed that a conclusion will be reached by the end of this year, and Elon plans to visit Indonesia as early as next month. Tesla has to make some studies on a location and other nitty gritty issues, and then they will pull the trigger. No surprise but the Indonesian president wants to develop an entire EV production line from the smelting of raw materials and battery and vehicle manufacturing to final assembly. These talks have been going on for three years plus and pangite and complain that Elon was making too many demands, and that Tesla needed to meet domestic investment guidelines.
好消息是，大家一致同意在今年年底之前会得出一个结论，埃隆计划尽早在下个月访问印度尼西亚。特斯拉需要对地点和其他细节问题进行一些研究，然后他们将采取行动。毫不意外，印度尼西亚总统希望从原材料冶炼、电池和汽车制造到最终装配，发展一个完整的电动汽车生产线。这些谈判已经进行了三年多，而一些人抱怨埃隆提出了太多要求，特斯拉需要满足国内投资准则。
And this one is new to me, they said Elon was put off by the government wanting EV investors to partner with the state run Indonesia Battery Corporation to allow for integrated development and to promote technology transfers. Tesla really is in such a great position, let's say they pick another location, not Indonesia for the next Gigafactory. Well, that's going to make Indonesia a bit more desperate, and maybe they'll give Tesla some more concessions, because eventually most likely we'll see a factory here. But it does not have to be the next one.
这对我来说是新鲜事，他们说埃隆对政府要求电动汽车投资者与国营印度尼西亚电池公司合作，实现综合发展和促进技术转让感到不满。特斯拉确实处于如此优势的位置，假设他们选择另一个地点，而不是印度尼西亚作为下一个超级工厂的所在地。好吧，这将使印度尼西亚变得更加急切，也许他们会给特斯拉一些更多的优惠，因为最终我们很可能会在这里见到一个工厂。但它不一定会成为下一个。
Ziao Tushu Shu, that's a fun one to say shared this image asking what's the difference. And Corey, formerly from Monroe said refreshed instrument panel top cover. Larger area of A surface is integrated into one piece, Model 3 Highland question mark. On the apparent size difference there could be some angle and or lens distortion going on, so be careful with that.
Ziao Tushu Shu分享了这张图片，并问有什么区别。曾经来自门罗的科里提到了仪表板顶部的更新。更大的A面积被整合成一个单独的部件，特斯拉3款车型有一个疑问标记。关于表面大小的显著差异，可能存在一定的角度和/或镜头失真，所以请小心对待。
We got this video of the Cybertruck at night, and a lot of people were talking about the turn signal, you can see it's the red same color as the brake lights, many people would prefer an amber brake light and a bigger one at that. And playing it back, it looks like there's no repeater turn signal anywhere on the front of the vehicle, at least that you can see. However, I did want to point out some of the lighting on these Cybertruck alpha prototype builds, pre-production builds have not been final variants. What I mean by that is the lighting and the wiring, which has sometimes been exposed, has clearly not been the final production plan.
我们拍到了Cybertruck的夜间视频，很多人在谈论转向灯，可以看到它是与刹车灯相同的红色，很多人更喜欢使用琥珀色的刹车灯，而且尺寸更大。回放时，看起来车辆前部没有任何重复转向信号灯，至少从你看得到的地方没有。不过，我想指出的是这些Cybertruck alpha原型车的照明，以及已暴露的线路显然不是最终的生产计划。有些细节，比如照明和线路布置，尚未定稿。
Here we have a new company to keep an eye on, this one called Volex who apparently just signed a deal with Tesla to produce some of the Nax connectors for the rest of the EV industry. Volex has become a licensed partner of Tesla and they'll supply authentic couplers or connectors to EV and charging infrastructure companies under the agreement. And they said we're stocked and ready to immediately supply automotive original equipment manufacturers and charging infrastructure suppliers. And their chairman said this further validates Volex continues to be the trusted manufacturing partner of Tesla's charging technology. Their website tells us they've been manufacturing hardware for both AC and DC type charging. With demand for the Nax connector set to explode, this will of course help Tesla with more distribution as Volex has various manufacturing locations around the world.
在这里，我们有一家值得关注的新公司，这家叫作Volex的公司显然刚与特斯拉签署了一项协议，为其他电动汽车行业生产一些Nax连接器。Volex已成为特斯拉的授权合作伙伴，并将根据合同向电动汽车和充电基础设施公司提供真品插头或连接器。他们表示已备货并准备立即为汽车原始设备制造商和充电基础设施供应商提供产品。他们的主席表示，这进一步证明了Volex继续成为特斯拉充电技术的可信制造合作伙伴。他们的网站告诉我们，他们一直在制造交流和直流充电的硬件。随着对Nax连接器需求的激增，这无疑将帮助特斯拉增加更多的分销渠道，因为Volex在全球拥有各种制造地点。
S.E. Robinson shared one of the cooler images of the Cybertruck, a portion of that I've seen to date. You may notice the six lug nuts on this wheel variant instead of five, which can oftentimes indicate a higher capacity, which yes is better for carrying heavier loads.
S.E.罗宾逊分享了Cybertruck的一张很酷的照片，这是我迄今为止见过的其中一部分。你可能会注意到这个车轮变种的六个轮螺帽，而不是通常的五个，这往往表示更高的载重能力，确实更适合携带更重的负载。
Today GM CFO said they are still struggling to ramp production of their EVs. And he said the lyric and the bright drop bands have been affected by an issue with assembling battery modules, which we've already heard. He said GM built more than 1000 lyrics in July, but don't forget in early 2022 GM said they were going to build 25,000 lyrics in Tennessee last year. And so far in the first six months of this year, GM delivered fewer than 2400 lyrics to customers. And he had the audacity one may call it to say that Cruz has largely solved all the technology challenges.
今天，通用汽车首席财务官表示他们仍然在努力提高电动汽车的生产能力。他说，歌词版和明亮版Drop车型由于组装电池模块的问题受到了影响，我们之前已经听说过这个问题。他表示，通用汽车在七月份制造了超过1000辆歌词版，但不要忘记在2022年初，通用汽车曾表示他们去年将在田纳西州制造25000辆歌词版。而到今年上半年为止，通用汽车交付给客户的歌词版车辆不到2400辆。他竟然还有胆量（可以这么说）说克鲁兹在很大程度上解决了所有技术挑战。
The CEO of the Mahindra group in India said we've seen tremendous competition in India over the last 20 years. So Tesla or anyone else coming in does not phase us. Anish Shah is the CEO and my friend Anish, you do not want to poke the bear. And I'm sure there is some level of competition in the Indian market. But when it comes to EVs, I can almost guarantee you they've never seen anything like what Tesla has to offer. I mean, it's not like India is some sort of EV powerhouse already as EVs currently only make up 2% of the market due to the absence of adequate EV infrastructure. He continued at one point. Mahindra was written off when all the global majors were coming to India today. We continue to have the number one market share in SUVs from a revenue standpoint. We know that Elon loves Narendra Modi, the prime minister of India. So again, it seems like only a matter of time before Tesla sets up shop in India. And we'll see how the competition elevates for Anish and Mahindra at that point.
印度马铃薯集团的首席执行官表示，在过去的20年里，我们已经见证了印度的激烈竞争。所以特斯拉或其他任何公司进入市场对我们来说并不构成威胁。首席执行官Anish Shah是我的朋友，我告诉你，你不想招惹他。我相信印度市场存在一定程度的竞争。但是，说到电动车市场，我可以几乎肯定他们从未见过特斯拉所提供的东西。我的意思是，印度并不是一个电动车强国，因为由于缺乏充足的电动车基础设施，目前电动车仅占市场的2％。他还继续说，当所有全球主要公司来到印度时，马铃薯曾被视为被甩在身后的。但从收入的角度看，我们仍然是SUV市场的第一。我们知道埃隆喜欢印度总理纳伦德拉·莫迪。所以，看起来特斯拉在印度建立业务只是时间问题。到那时，我们将看到Anish和马铃薯面临的竞争如何提升。
Tesla has another big time higher in Austin, the director of operations for the Gigafactory, who previously has worked at Bosch in many different roles including factory automation and hydraulics in North America, and leading a few different automotive plants in the United States and Mexico. And he did mention a product portfolio that includes Wiper systems. So clearly he was brought in to work on the Gigawiper.
特斯拉在奥斯汀又有一个重磅高级人员，他是超级工厂运营总监，此前曾在博世担任多种不同职务，包括负责北美的工厂自动化和液压系统，并领导过一些美国和墨西哥的汽车工厂。他也提到了一个包括雨刷系统在内的产品组合。因此，可以明确他是被招聘来参与超级雨刷项目的工作。
Here we have the upcoming EV Cadillac Escalade IQ. This car will have a 24 module battery pack sized at 200 kilowatt hours and the car will start around $130,000 going on sale summer 2024. The first all electric Escalade model has an estimated range of 450 miles and an 8,000 pound tow rating. Perhaps the big attention grabber if the aforementioned specs weren't already is the 55 inch screen across the entire dash, which is actually two screens, 135 inch for the driver and a 20 inch display for the passenger with Google built in and reportedly Apple CarPlay will not be supported. The passenger screen is set to have the ability to play a video while in motion but it's polarized so the driver can't see it. There's also a separate 11 inch touch screen to adjust climate controls and the doors. We know the ED market needs some bigger full sized SUV so what do you guys think about this one?
这是即将面世的电动汽车凯迪拉克Escalade IQ。这款汽车将配备一个200千瓦时的24模块电池组，售价大约为13万美元，预计于2024年夏季上市。这款首款全电动Escalade车型的续航里程预计为450英里，并拥有8000磅的拖车能力。如果前面提到的规格还不够吸引人，那么最吸引眼球的可能就是整个仪表盘上的55英寸屏幕了，实际上是由两个屏幕组成，司机区域的屏幕为135英寸，乘客区域用于显示的屏幕为20英寸，内置了谷歌系统，据报道不支持苹果CarPlay。乘客屏幕具有运动中观看视频的功能，但它是偏光的，司机看不到。车辆还配备了一个独立的11英寸触摸屏用于调节空调和车门。我们知道电动车市场需要一些更大尺寸的全尺寸SUV，你们对这款车有什么看法？
I want to highlight one thing from a recent survey talking to some OEMs and dealers. When it comes to the future pricing model for EVs, 48% of dealers believe some form of non-negotiable pricing like what Tesla does will be a part of the retail model of the future with only 20% expecting non-negotiable pricing to be the exclusive means for selling EVs. And 32% think the traditional MSRP pricing will remain for EVs into the future.
我想强调一件事，关于最近与一些原始设备制造商（OEMs）和经销商进行的调查。当谈到未来电动汽车（EVs）的定价模式时，48%的经销商认为像特斯拉那样的不可议价定价形式将成为未来零售模式的一部分，仅有20%的经销商预计不可议价定价将成为销售EVs的唯一方式。还有32%的人认为传统的厂商建议零售价（MSRP）定价方式将在未来继续适用于EVs。
And when it comes to the EV agency model, which is basically what Tesla is doing direct to consumer no dealers, only 22% are projecting that change likely due to the strength of state franchise laws in the US. These survey results are from OEM executives and 35% of those executives don't think an agency model will materialize in the US auto retail marketplace. 43% remain unsure and 22% think it will be introduced in the United States in the next five years.
而当提到电动汽车代理模式时，基本上就是特斯拉直接面向消费者，没有经销商，只有22%的人预计会发生这种改变，可能是由于美国州级特许经营法律的强大力量所致。这些调查结果来自原始设备制造商的高管，其中35%的高管认为在美国汽车零售市场上不会出现代理模式。43%的人不确定，有22%的人认为在未来五年内它将在美国引入。
If this article tells us anything it's that the OEMs are clearly in a state of transition both themselves and their dealership model. While Tesla has a clear path sprinting ahead and everybody else is kind of looking around wondering what's about to happen.
如果这篇文章告诉我们任何事情，那就是OEM（原始设备制造商）显然处于过渡的状态，无论是他们自己还是他们的经销模式。虽然特斯拉已经有了明确的发展道路，并且超越其他所有人，其他人则在四处观望，不知道即将发生什么。
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你可以在下方链接的X和Instagram上找到我。希望你们度过美好的一天。如果你们喜欢这个视频，请点赞，非常感谢我的所有Patreon支持者。