Tesla Changes Energy Plans / New Highland Details / What's Up With Berlin ⚡️
发布时间 2023-08-22 22:30:56 来源
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00:00 - Cybertruck
00:57 - Elon at Giga TX?
1:18 - Tesla Energy Layoffs
4:15 - New Highland Details
7:47 - One Decision Can Get It Going (AG1)
8:59 - Berlin Production Woes
10:19 - Sandy Lol
10:39 - ACSI
12:08 - Semis Tested
12:41 - Weekly China Insurance
13:24 - Tesla Ternary Batteries
14:04 - Tesla Energy Leads Globe 1H
15:25 - Elon on Legacy Demise
15:49 - Lucid Gravity Release
16:18 - Magic Dock to Canada
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#TeslaEnergy #TeslaHighland #GigaBerlin
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T. Music Music Music Music Welcome to Electrified, it's your host Dylan Loomis. So one more for good measure. This time around we have a credible source saying that Elon was driving this Cybertruck at Gigatexis as of yesterday. No way to confirm it, but it does seem like we're getting between two and four new Cybertrucks built each day that are then being distributed throughout the country.
音乐音乐音乐音乐欢迎来到《通电》节目，我是主持人迪伦·卢米斯。再来一次加深印象。这次我们有一个可靠的消息源称埃隆昨天在Gigatexis驾驶了这辆Cybertruck。无法确认，但看起来每天我们正在生产两到四辆新的Cybertruck，并且分布到全国各地。
Over the past few months we've been watching Tesla move more toward having certified installers for its solar and energy products rather than doing some of those installations themselves. Now electric is reporting from sources familiar with the matter that Tesla has been laying off staff at energy offices across the US. Tesla has laid off several solar roof installation crews and energy office employees in North Carolina and Maryland. Sources say more layoffs are expected across the energy division.
在过去的几个月中，我们一直注意到特斯拉更倾向于聘用认证安装人员为其太阳能和能源产品进行安装，而不是自己进行一些安装工作。现在，据知情人士透露，特斯拉已经开始在美国能源办公室进行裁员。特斯拉已经在北卡罗来纳州和马里兰州裁掉了几个太阳能屋顶安装队和能源办公室员工。消息人士表示，预计能源部门将有更多人员裁员。
Electric is saying Tesla will become more of a solar product supplier for other installers with the main goal of deploying its new solar inverter which works with both solar panels or its solar roof as well as power walls. Over the past few years given supply chain problems for solar panels paired with the complexity of installing Tesla's solar roof on different pre-existing homes where everyone is completely different. One could actually make the argument that this is the strategy Tesla should have been deploying all along.
电气公司表示，特斯拉将更多地成为其他安装商的太阳能产品供应商，主要目标是部署其新的太阳能逆变器，该逆变器可与太阳能电池板或太阳能屋顶以及动力墙一起使用。在过去几年中，由于太阳能电池板的供应链问题以及在不同的现有住宅上安装特斯拉太阳能屋顶的复杂性，每个住宅都完全不同。可以说，这实际上是特斯拉一直以来应该采取的策略。
It's actually a case where Tesla has tried to vertically integrate like they've done so well with so many other things, but in this case it's probably going to be more efficient and will end with Tesla having higher margins going this route essentially delegating these installations to certified installers. This way rather than Tesla having to deal with the installers in house dealing with all of that complexity they can just focus on making the products and the software that goes with it and then selling that to other companies to then actually install the products.
实际上，这是特斯拉试图垂直整合的一个案例，就像他们在许多其他方面做得那样好。但在这种情况下，这种方式可能更加高效，最终将使特斯拉的利润率更高，基本上是将这些安装任务委托给认证的安装人员。这样，特斯拉就不再需要自己处理安装师傅的复杂事务，而只需专注于制造产品及其相关软件，然后将其销售给其他公司来实际安装这些产品。
And if you've been around the channel you may remember that Tesla has already been doing this now for a few years. And Elon put this request out there saying if you are a roofing company please consider adding solar roof to your offerings. And then it becomes those third party installers that can advertise this Tesla ecosystem.
如果你一直关注这个频道，你可能还记得特斯拉已经这样做了几年了。埃隆放出这个请求，要求承揽屋顶工程的公司考虑将太阳能屋顶作为他们的产品之一。然后，第三方安装商可以为这个特斯拉生态系统做广告。
In fairness I have said this before but this move in theory and given some time should expedite the rollout of Tesla energy and Tesla electric systems. I think one of the best examples of this strategy already being deployed by Tesla is Weddle and Sons who was actually one of the first certified Tesla solar roof installers and they advertised Tesla's product on their main page. So rather than Tesla having to deal with all of these very involved steps that is the process of buying solar now these third parties can do it for Tesla and Tesla can just do what they do best focus on the products continually innovating and the software that goes with them.
公平地说，我之前已经提过这个观点，但从理论上讲，再给一些时间，这一举措应该能加快特斯拉能源和特斯拉电力系统的推广。我认为特斯拉已经在实际操作中采用了这一策略的最好例证是 Weddle and Sons 公司，他们实际上是最早获得特斯拉太阳能屋顶安装认证的企业之一，并在他们的主页上宣传特斯拉的产品。所以，特斯拉不再需要处理购买太阳能系统涉及的所有复杂步骤，这些第三方代理商可以为特斯拉完成这些工作，而特斯拉只需专注于他们擅长的领域——不断创新的产品和相关软件开发。
Which again I think in the long term could actually boost Tesla's energy margins. It really is almost impossible to say but if I had to guess in the long term maybe this would result in a slight increase of Tesla energy products but from a margin standpoint this could be beneficial to Tesla once all of the dust settles and they move forward with this new strategy. But I'm curious what do you guys think.
我认为从长期来看，这可能会促使特斯拉的能源利润率提高。确切地说几乎不可能，但如果必须猜测，从长远看，特斯拉的能源产品可能会略有增加，而从利润角度来看，一旦所有的尘埃落定并且他们采用这种新策略继续前进，这可能对特斯拉有益。但我很好奇，你们认为呢？
Car news china is telling us that this batch of model 3 project highlands was out doing some high temperature testing in China. I'd also point out from this view you can see a hand on a steering wheel not a yoke as some may have been anticipating. And I have to say Tesla has done a great job limiting the Osborne effect with this vehicle despite how loud all of these leaks seem in the community outside of our little echo chamber people still have no idea what project highland even is.
中国汽车新闻告诉我们，这批Model 3项目的高原车型正在中国进行高温测试。另外，我要指出从这个角度可以看到方向盘上有一只手，而不是一些人可能预期的操纵杆。我不得不说，尽管社区外部所有这些泄漏听起来都很喧嚣，但特斯拉在这款车上限制了奥斯本效应，人们对于"高原项目"甚至不了解。
Wu wai chai didn saying model 3 highland should be delivered at the end of September but there's a lot more. First we have to go back in time to July of this year when it was reported Tesla started laying off some battery workers at gigashang high and some were given the option to transfer to another workshop. And lastly some automation equipment that could help replace human labor on the battery production line is in the design and construction phase.
吴外财表示，Model 3高地版应该在九月底交付，但还有很多工作要做。首先，我们需要回到今年七月的时候，有报道称特斯拉开始裁员千人，并且一些人被给予了转岗到其他车间的选择。最后，一些能够替代人工劳动的自动化设备正在设计和建造阶段。
Back to today we have 36 kr reporting that the project highland again delivered end of September in order to ensure the supply of that production capacity the first phase of the battery production line of the Shanghai factory which had been shut down is also planned to resume production in September at present some production line personnel are returning to work but some are not it's not clear how much will eventually recover and they touched on what we heard in July Tesla had suspended the old phase one factory with production lines from everything I can gather at gigashang high there are three different phases for battery production phase one phase two and then phase two point two phase one is the oldest it has the least amount of automation and it was the one that was mostly shut down that we heard in July phase two is supposed to be the main battery production for Tesla with much more automation and then phase two point two is supposed to be the new est section at gigashang high so clearly Tesla is expecting much higher levels of demand for the model three if they're going to turn back on that phase one which is what this report is telling us
今天我们有36氪报道称，为了确保供应能力，高地项目于9月底重新交付。为此，上海工厂的电池生产线第一阶段也计划于9月恢复生产。目前，一些生产线人员正在回岗，但也有一些人尚未返岗，尚不清楚最终能够恢复多少产能。他们还提到了我们在7月份听到的消息，特斯拉已经暂停了包括一期工厂生产线在内的老工厂生产线。据我了解，在Gigashang High，电池生产有三个不同的阶段，分别是一期、二期和二期点二。一期是最古老的，自动化程度最低，而且据我们在7月份听到的消息，一期主要被关闭。二期被认为是特斯拉的主要电池生产阶段，自动化程度更高；而二期点二则是Gigashang High最新的部分。所以显然特斯拉预计Model 3的需求会大幅增加，如果他们要重新启动一期的话，也就是这篇报道告诉我们的内容。
they're also saying project highland has a new style front bumper a smoother body design and it's equipped with streaming media rear view mirrors multi spoke aluminum alloy wheels and the interior will also turn to a more concise configuration such as integrating the turn signal operation on the steering wheel and switching gears through the central control screen and yes earlier this year I know we saw prototypes with no stocks but I know a lot of people were hoping that was not going to stay for the final variant they're also still talking about hardware 3.5 which really technically is not an actual thing it could be something internally at Tesla where it doesn't have radar and I know some sales reps have mentioned hardware 3.5 in the past again maybe an internal thing but from an actual hardware perspective Tesla only has hardware 3 and hardware 4 they're also saying based on weekly production capacity battery factory or phase one can produce 3 to 4000 battery packs or about 12,000 per month factory 2 and 2.2 can each produce around 10,000 packs per week across all three phases they can do around 100,000 battery packs per month and because the demand is expected to be up phase one is going to reopen again and exec in the industry said the future of the car industry is cost competition the top companies will keep a certain profit margin for themselves and then continue to use their price advantage to knock out competitors
他们还表示，高原项目还配备了新款的前保险杠，更流畅的车身设计，并且配有流媒体后视镜、多辐铝合金轮毂，内饰也将转向更简洁的配置，例如将转向灯操作集成到方向盘上，通过中控屏幕进行换挡。今年早些时候，我知道我们看到了一些没有底仓的原型，但我知道很多人希望这不会成为最终版本。他们还在讨论3.5硬件，从技术上来说，并不是一个真正的东西，可能是特斯拉内部的一个名称，其中没有配备雷达，我知道一些销售代表过去提到过3.5硬件，可能是一个内部的东西，但从实际硬件的角度来看，特斯拉只有3代和4代硬件。他们还表示，基于每周生产能力，电池工厂一期可以生产3到4000个电池组，或者每月约12000个，工厂2和2.2可以每周各生产约10000个电池组，在所有三个阶段总共可以生产约10万个电池组。由于需求预计会增加，一期将再次开放，并且该行业内的高管表示，汽车行业的未来是成本竞争，顶级公司将保留一定的利润率，并继续利用其价格优势击败竞争对手。
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I think we need to be extra cautious with this one because the source is business insider who has been very anti-Tesla and anti-elon but according to internal documents that they somehow got their hands on they're saying production targets at gigibrilyn have been revised down to about 4,350 cars per week after we saw them eclipse the 5,000 units per week a few months back they said even the new lower rate has been difficult to achieve as internal sources say the production rate is currently below 4,000 cars per week the reason cited a shortage of workers within the factory with existing employees complaining about heavy workloads shifts going unfilled and an increase in sickness rates it's certainly something to keep an eye on and it doesn't really jive with Tesla seemingly plowing ahead for this full on gigibrilyn expansion going from 500,000 to a million units of capacity per year given that Tesla is pushing forward with those plans that are being reviewed by the public now I would imagine Tesla is viewing this temporary slowdown as not a permanent situation luckily for Tesla any drop in production from Berlin can be somewhat replaced by maybe cheaper production from gigashang high as their main export hub at least temporarily because of course long-term you always want to have that localized production
我认为我们在这件事上需要格外谨慎，因为消息来源是商业内幕，他们一直对特斯拉和埃隆持反对态度，但根据他们以某种方式获取到的内部文件，他们表示吉格布林的产量目标已经由之前每周5000辆修订为每周约4350辆，在几个月之前他们还实现了5000辆每周的目标。他们称即使是新的降低速度也很难实现，因为内部消息人士表示产量目前每周低于4000辆。原因是工厂内部人员短缺，现有员工抱怨工作负荷过重，班次无人接替，并且疾病发病率增加。这绝对是值得关注的事情，并且与特斯拉似乎在全力推动吉格布林扩张的计划不符，从年产能50万辆增加到100万辆。考虑到特斯拉正在推进由公众审查的计划，我想特斯拉可能认为这种暂时的放缓不是一种永久的情况，幸运的是对于特斯拉来说，柏林的产量下降可以在一定程度上被吉格降的更便宜的产量所取代，因为后者是他们的主要出口中心，至少暂时如此，因为当然长期来看，您总是希望拥有本地化的生产。
so this afternoon Sandy Monroe posted a video talking about big news how the sae is standardizing Tesla's Nax I just had to share because it was very funny he showed us a magazine saying you heard it here first but of course that news has been out for some time now
今天下午，桑迪·门罗发布了一个视频，谈论了一个重大新闻，即美国汽车工程师协会正在规范特斯拉的Nax。我觉得很有趣，所以必须分享一下。他向我们展示了一本杂志，上面写着“你们先听到了这个消息”，但当然这个新闻已经有一段时间了。
we got a new press release today from the American customer satisfaction index the automobile survey for this year is based on 8.9,000 customers chosen at random and contacted between July last year and June this year on the luxury front Lexus remains first among luxury automakers but they're not there alone they slid down 1% to 83 out of 100 and now they share the top spot with Tesla which went up 4% they didn't really share much on their methodology though so I don't want to dive in too far and there are some conflicting things like they say drivers of both electric and hybrid vehicles are more satisfied than customers who own or lease gas powered cars while simultaneously saying EVs rank last for dependability and customer expectations for reliability and they have the highest complete rate and I'm not sure I even agree with this bit as far as all of the data that I've seen
今天我们从美国顾客满意指数获得了一份新的新闻稿。今年的汽车调查基于随机选择的8.9万名顾客，并在去年7月至今年6月期间与他们联系。在豪华车方面，Lexus仍然是豪华汽车制造商中的第一名，但他们并不是唯一的。他们的评分下降了1%，达到83分，现在与上升了4%的特斯拉分享了第一名的位置。然而，他们并没有详细说明他们的方法，所以我不想深入研究。还有一些矛盾的地方，他们称电动和混合动力车主对满意度更高，而租用汽油车的顾客则相对较低，同时他们又称电动车在可靠性和顾客对可靠性的期望方面排名最末。此外，他们还有最高的质量完好率。就我所看到的所有数据来说，我不确定我是否认同这一点。
they said satisfaction with the auto industry as a whole has fully rebounded to pre-pandemic levels and consumer demand is strong despite rising interest rates it's not really what the used market data is saying and they said despite higher prices value perceptions have improved as well these factors bode well for automakers and their sales figures in the second half of this year most of the data I see is people complaining how high prices are for new vehicles relative to what we've seen over the past five to ten years not people feeling good about the great values they're getting buying new cars
他们表示，尽管利率上升，但消费者对整个汽车行业的满意度已经完全恢复到疫情前的水平，并且消费者需求强劲。但实际上，二手市场的数据并不支持这种说法。他们还表示，尽管价格较高，但消费者对价值的认知也提高了。这些因素对汽车制造商和他们下半年的销售业绩都是有利的。我看到的大部分数据是人们抱怨新车价格相对于过去五到十年的情况而言过高，而不是人们对购买新车所获得的巨大价值感到满意。
to semis were spotted on the road in Fresno this week and according to the driver dean little he said the semis are currently on the road for testing and they originated out of laythroat he said he put about 400 miles on the truck which used about 80% of the battery life more importantly and pretty much the rest of what we get with this article he said I actually love driving these trucks he's been a driver now for over 20 years another year or so of testing these out on the roads before ramping production at the new and improved gig in Nevada should be a great thing for Tesla
这周在弗雷斯诺的道路上发现了两辆半挂卡车。据司机迪恩·利特尔称，这些半挂卡车目前正在路上进行测试，它们起源于雷索，他说他已经为这辆汽车行驶了大约400英里，消耗了80%的电池寿命。更重要的是，这篇文章剩下的部分基本上可以总结为他说，他实际上非常喜欢驾驶这些卡车。他已经当司机20多年了，在新型的、改进后的内华达联合生产车间进行一年左右的测试后，特斯拉将大规模生产这些卡车，这将是一件很棒的事情。
we got the weekly China insurance data for Tesla 13.9 000 plugging that data in for week seven of quarter three if you wanted to compare it to the same week in quarter two that number was 10.2 000 and as you can see looking at weeks one through seven of quarter two we came in at about 67 000 over the same seven weeks in quarter three we're now at 72.2 000 pulling ahead of where we were in quarter two so over the last three weeks things have really turned around relative to quarter two for the better I would add if we were going to see an actual shutdown of a model three production line for this highland revamp it would be toward the end of this month or into September not too sure on this source digit times asia saying Tesla might explore alternatives to lithium ion batteries kind of a misleading headline they just said Tesla reporting considering building an eb battery material plant in indonesia which we know to use their nickel rich resources and that Tesla is likely preparing to produce the critical materials for ternary batteries this is just a fancy name for nickel manganese cobalt batteries for the cathode that's where they derive their naming from you may recall seeing Tesla batteries nmc 811 nickel manganese cobalt and the ratio 811 that would be a ternary battery using those three metals in the cathode
我们获得了特斯拉第三季度第七周的中国保险数据，将这些数据与第二季度的同一周进行比较，数字为13.9万和10.2万。从第二季度的第一周到第七周，我们的销量约为67万，而在第三季度的同样七周中，我们的销量已经达到72.2万，超过了第二季度的水平。所以在过去的三个星期里，相对于第二季度，情况确实好转了。如果我们要关闭Model 3生产线进行改造工作，可能会是在本月末或九月初。对于报道称特斯拉可能会探索锂离子电池的替代品，这是一个误导性的标题，因为他们所说的是特斯拉考虑在印度尼西亚建设一个电动汽车电池材料工厂，我们知道印度尼西亚有丰富的镍资源，特斯拉可能正在为三元电池生产关键材料做准备，这是镍锰钴电池的一个花哨的名称，因为它们的正极使用了这三种金属。或许你还记得见过特斯拉电池的NMC811的标识，这表示它是一种使用这三种金属的三元电池。
another interesting source here reporting on Tesla energy deployments this from smma metals information provider among the top 10 battery energy storage companies for deployments in the first half of this year six of them were chinese companies but leading the way Tesla shipments in the first half of the year exceeded seven gigawatt hours ranking first in the world this number does include power wall deployments I looked at tesla's investor relations in adding q1 and q2 best deployments it was about 7.2 gigawatt hours combined according to smm the global best shipments in the first half of the year reached 72.4 gigawatt hours of that china's shipments were 47 gigawatt hours or about 65 percent but from a company standpoint again including power walls not just megapacks Tesla took the number one spot followed closely by bid and sun grow and if you take one of tesla's megapack factories at 40 gigawatt hours of annual capacity and you then extrapolate the global deployments from 72 in the first half to about 140 for the year one tesla megapack factory once fully ramped would be about 30 percent of global deployments for this year
另一个有趣的消息来源在这里，报道了有关特斯拉能源部署的信息，这是来自顶级10家电池储能公司之一的SMMA金属信息提供商。今年上半年，其中有6家是中国公司，但特斯拉在全球的出货量排名第一，上半年的出货量超过7千兆瓦时，其中包括Power Wall的部署。我查看了特斯拉的投资者关系，添加了Q1和Q2的最佳部署，总共约为7.2千兆瓦时，根据SMM的数据，今年上半年全球最佳出货量达到了72.4千兆瓦时，其中中国的出货量为47千兆瓦时，约占总量的65%。但从公司的角度来看，特斯拉不仅包括Megapack，还包括Power Wall，排名第一，紧随其后的是Bid和Sun Grow。如果将特斯拉的一个Megapack工厂的年产能40千兆瓦时进一步推算，将全球上半年的部署量从72千兆瓦时推算到全年大约为140千兆瓦时，那么一个完全达到最大产能的特斯拉Megapack工厂将占今年全球出货量的约30%。
i'm very curious to hear what's going on with that megapack factory in china replying to smr talking about legacy auto having their Kodak moment elan said it's unfortunately trending that way for many automakers some companies understand but their pace of change is nonetheless slow tesla is trying to be as helpful to other car makers as possible with a transition to autonomous electric vehicles we open source our patents provide access to superchargers and have invited them to license our self-driving AI system lucid's air evs were everywhere shuffling attendees around and offering test drives to various people now though a new car was not on display ceo peter rolson told me the recent price cuts of the air today were working and it loosened upcoming ev the gravity suv was going to debut soon it's gonna be a seven seat three row all electric suv truly spade of the art and i'm really excited at the prospect of unveiling this to the whole world this November don't forget to check out a g1 linked below if you're interested thank you in advance you can find me on x and instagram linked below hope you guys have a wonderful day please like the video if you did and a huge thank you to all of my patreon supporters.
我非常好奇想知道中国那个巨型电池工厂的最新情况。回应SMR提到传统汽车正在经历“柯达时刻”，埃伦说这种情况对许多汽车制造商来说很不幸趋势。一些公司理解这一点，但他们改变的步伐仍然很慢。特斯拉正在尽可能帮助其他汽车制造商过渡到自动驾驶电动汽车，我们开放源代码专利，提供超级充电站的使用权，并邀请他们获得我们的自动驾驶AI系统的许可。Lucid的Air EV无处不在，为参会者提供接送服务，并向各种人提供试驾机会。然而，最新款车型并未展示，首席执行官彼得·罗尔森告诉我，Air今天的价格下调起了作用，并且即将发布的EV型号“Gravity SUV”将会很快亮相。这是一款七座、三排全电动SUV，是一款非常先进的车型，我对向全世界揭开这一面纱的可能性感到非常兴奋。今年十一月，别忘了看下方的G1链接，如果你有兴趣的话。提前谢谢您。你可以在下方找到我的X和Instagram账户，希望大家有美好的一天，如果你喜欢这个视频，请点赞，并向我所有的Patreon支持者致以衷心的感谢。