VW CEO: Yikes / New Model 3's Hidden Feature / Tesla Strikes Charging Deal ⚡️
发布时间 2023-09-07 22:23:46 来源
摘要
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JerryRigEverything: https://www.youtube.com/watch?v=s2xrarUWVRQ&ab_channel=JerryRigEverything
Model 3 Owners Manual: https://www.tesla.com/ownersmanual/model3/en_il/
Cybertruck Video: https://www.youtube.com/watch?v=JciE9MT2q_I&ab_channel=TeslaUberGuy
Mach E Rally: https://www.theverge.com/2023/9/7/23861771/mustang-mach-e-rally-off-road-performance-ev-specs
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00:00 - Cybertruck SuC
1:08 - Why Not More Funds for Tesla
2:41 - Honda Officially Adopts NACS
3:37 - Hilton and Tesla Strike Deal
5:38 - New Model 3 Hidden Feature
8:23 - Model Y Best Selling BEV Germany
8:53 - VW CEO's Absurd Comments
12:24 - S/X Referral Changes
12:42 - GM Makes Offer
13:32 - S/X Delivery Windows
13:49 - Mach E Rally EV
14:24 - Fisker Production
14:46 - Sodium Ion Batteries
15:33 - Awesome Video
17:07 - Shell Selling Sonnen
17:17 - India BESS Subsidies
17:57 - Battery Price Drop
18:23 - Chevy Blazer EV Delivery Timelines
18:41 - Farley: Just Want Good Shtuff
19:40 - Cybertruck Delivery Event
19:55 - Lucid in China
20:16 - Lathrop Record
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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.
#Volkswagen #NewModel3 #TeslaCharging
GPT-4正在为你翻译摘要中......
中英文字稿 
Yeah, so I'm going to try to turn me. It's got a bunch of wires on it. We got a tow hitch, Texas manufacturer license plate. Ew. Wish you could tell me more, bro. Wow. Welcome to Electrified. It's your host Dylan Loomis. Quick shout out to my newest patron, Steve H. Thank you for choosing to support the channel.
嗯，所以我打算试着把我自己进行改装。它上面有好多根电线。我们还有一个拖车钩，德州制造的车牌。噢，希望你能告诉我更多，兄弟。哇，欢迎来到“电动改装”节目！我是主持人迪伦·卢米斯。特别感谢我最新的赞助人史蒂夫·H。感谢你选择支持本频道。
Wish you could tell us more indeed, but of course, a lot of people are talking about the length of the cable. We've talked about this plenty V4 superchargers do have the longer cable. So hopefully we see those in North America soon as this cyber truck, especially with a tow hitch is pretty far back, very close to the stall itself. And of course, almost touching this sign right here as well. The shorter V3 cables paired with the cyber truck charging port being further up the vehicle and given it's a longer vehicle than the other Teslas, it'll certainly be interesting to watch, but obviously Tesla's aware of this and it does indeed work. So we'll just have to make do for now.
希望你能告诉我们更多，但当然，很多人正在谈论电缆的长度。我们已经谈论了很多，V4超级充电器确实有更长的电缆。希望在北美能尽快看到这些，特别是考虑到这辆塞伯拉斯卡的后部挺远的，非常靠近充电桩本身。当然，几乎要触碰到这个牌子了。而塞伯拉斯卡的充电口位置较高，并且由于车身较长，与其他特斯拉相比，这肯定是个有趣的观察点，但显然特斯拉也意识到了这一点，并且确实可以正常充电。所以我们现在只能凑合着用了。
There was an interesting question posed on Reddit with regard to that Wall Street Journal article we talked about Tesla winning 18% of the bids for those federal charger subsidies that are being doled out individually by the States. If Tesla's costs are indeed so much lower than the competition, why have they only 1 18%? First of all, Tesla may have only bid on select locations, so hypothetically there's a world where every bid that Tesla made they actually got. Second, I would just add Tesla has already proved they can roll out a supercharger network without any money from the government, so any of these grants they receive, it's really just icing on the cake. 3. Because Tesla has so much data, they know where the best locations to charge will be, they've been pulling their customers now for years, so there are probably certain locations where the government may have wanted a location, but Tesla looked at it and said nope long term we don't really like it, so they can actually deny subsidies in some cases. Because referring to point 2, Tesla doesn't actually need this money. And 4. From a government state level perspective, they want diversity, they don't want to be reliant on one company even if Tesla is the company to rely on, they of course will want to try to diversify and encourage competition avoiding any monopoly scenarios. So yes, Tesla's option is far and away the best option, but we can't expect the government to give all of this money to Tesla, nor should we expect Tesla to want to set up shop in all of those locations. Because in the long run, Tesla is the company that then has to manage those locations.
在Reddit上曾有一个有趣的问题，与我们谈到的《华尔街日报》文章中提到的特斯拉赢得了由各个州分别发放的那些联邦充电补贴的18%的投标有关。如果特斯拉的成本确实比竞争对手低很多，那为什么他们只赢得了18%的投标呢？首先，特斯拉可能只在特定的地点进行了投标，所以从假设的角度来看，可能存在这样一种情况，特斯拉每次投标都成功了。其次，我只想补充一点，特斯拉已经证明他们可以在没有任何政府资金的情况下建立起一个超级充电网络，所以他们获得的这些补助其实只是锦上添花而已。第三，由于特斯拉拥有大量的数据，他们知道哪些位置是最佳的充电点，他们已经多年来一直在征询他们的客户的意见，所以可能有一些政府希望有充电站的位置，但特斯拉看了之后说长期来看我们其实并不喜欢这个位置，所以他们实际上可以在某些情况下拒绝接受补贴。因为根据第二点，特斯拉实际上并不需要这些钱。第四，从政府的州一级的角度来看，他们希望有多样性，不想过于依赖一家公司，即使特斯拉是值得依赖的公司，他们当然希望多样化并鼓励竞争，避免出现垄断局面。所以，是的，特斯拉是远远最好的选择，但我们不能指望政府将所有这些钱都给特斯拉，我们也不应该指望特斯拉希望在所有这些地方设立充电站。因为从长远来看，特斯拉就必须管理这些充电站。
We got this press release from Honda today saying officially they're adopting the Nax, but you may remember back in the middle of August, in an interview Honda essentially said it was going to adopt the Nax because GM did, and if you recall in North America, the upcoming Honda prologue and the Acura ZDX are both reliant on the Altium platform, so it's almost like they didn't really have a choice. In the press release today, they said in 2025, Honda is planning to launch a new EV model in North America equipped with a Nax port. Before 2025, they'll use the CCS port, but these vehicles are also being developed to be compatible with the Nax through the use of an adapter. And the real question is, will we see any EVs from Honda or Acura next year, or will they be delayed until 2025?
今天，我们收到了本田的新闻稿，正式宣布他们将采用Nax技术。但也许你还记得，八月中旬的一次采访中，本田曾表示他们会采用Nax，因为通用汽车也采用了该技术。如果你还记得，在北美地区，即将发布的本田Prologue和Acura ZDX都依赖于Altium平台，所以他们似乎并没有真正的选择空间。在今天的新闻稿中，他们表示，本田计划于2025年在北美推出一款搭载Nax接口的新电动汽车型号。在2025年之前，他们将使用CCS接口，但这些车辆也会通过使用适配器与Nax兼容。真正的问题是，我们是否会在明年见到本田或者Acura的电动汽车，或者它们将会推迟到2025年？
And the updated holdout list? VW Hyundai Kia Stellantis Lucid Toyota BMW Jaguar and Subaru.
还有那个更新的持币清单呢？大众汽车、现代、起亚、斯泰伦蒂斯、露骨、丰田、宝马、捷豹和斯巴鲁。
We got an exciting press release today from Hilton that hopefully we will see much more of going forward. Through an expanded agreement with Tesla, Hilton announced beginning early 2024 up to 20,000 Tesla Universal wall connectors are slated to be installed at 2000 hotels in the US, Canada and Mexico, which will make their planned EV charging network the largest of any hospitality company. The plan is to have at least six chargers at each of the selected hotels, and they're supposed to be using Tesla's new Universal wall connector that has that same magic dock feature so all EVs can charge with these level 2 AC stations. Tesla's director of charging infrastructure Rebecca Tanucci said we applaud Hilton for their leadership in the space and look forward to continuing to ramp this critical program with other industry leaders.
今天我们收到了希尔顿酒店发来的一份令人兴奋的新闻稿，希望今后我们能看到更多类似的消息。通过与特斯拉的扩展协议，希尔顿宣布从2024年初开始，在美国、加拿大和墨西哥的2000家酒店安装多达20,000个特斯拉通用壁式充电连接器，这将使他们计划中的电动汽车充电网络成为同行业中最大的。计划是在选择的每家酒店至少安装六个充电器，并且他们将使用特斯拉的新型通用壁式连接器，具备魔术对接功能，以便所有电动车都能使用这些2级交流充电站进行充电。特斯拉的充电基础设施总监丽贝卡·塔努奇表示，我们赞赏希尔顿在这一领域的领导地位，并期待继续与其他行业领袖合作推进这一关键项目。
And listen to this, in 2023 Hilton said the website's EV charging search attribute had the fastest volume of growth to date, jumping from 4th to 2nd highest in terms of converting searches to stays. Hilton's chief brand officer said we're seeing a rapid and steep increase in the number of requests for EV charging. We're trying to meet our guest needs with this new agreement with Tesla. It'll be interesting to watch how these hotels choose to handle the opportunity for the hotels to drive revenue, or will they offer free charging just to draw more guests to stay with them in the first place. Hilton's brand manager did clarify the number one search attribute for our hotels is shuttle access for airports. That's number one. Number two, EV charging.
听听这个，希尔顿在2023年表示，该网站的电动汽车充电搜索功能是迄今为止增长最快的，从第四位跃升到第二位，转化搜索结果为住宿的次数最多。希尔顿的首席品牌官表示，我们正看到对电动汽车充电需求的快速和陡峭增长。我们正在通过与特斯拉的新协议来满足客人的需求。关于这些酒店如何处理这个能够为酒店带来收入的机会，或者他们是否会提供免费充电以吸引更多客人入住，我非常期待观察。希尔顿的品牌经理确切指出，对于我们的酒店来说，机场接送服务是顾客搜索的最重要因素，排名第一。其次是电动汽车充电设施。
This of course is great news for the EV transition and all of the people still driving ice vehicles on road trips. It's always a pain when you have to decide do you get gas right before you go to the hotel, do you get it the next morning before you go on the next part of your trip? Well if you have an EV you can just pull up to the hotel and not worry about that at all.
这当然是电动汽车转型和仍然使用燃油车出行的人们的好消息。当你不得不决定是在去酒店之前加油，还是在第二天早上在下一段旅程前加油时，总是很令人头疼。但是，如果你有一辆电动汽车，你可以直接开到酒店，完全不需要担心这个问题。
And how about this one, there's a new feature in the project Thailand model 3 that nobody has talked about so far that so many people have complained about and requested. And yes we know Tesla has had two blind spot monitoring systems, the red lines right on the UI, and we know about the blind spot cameras but both of these options required the driver to look away and actually look at the screen. But now in the new model 3 there's a blind spot indicator that is a red light located in the A pillar speaker housing. It's very hard to see but keep your eyes over in this section right over here. You will see a light blink as these cars going in the opposite direction actually pass. There it goes. And I paused right here so you can see the light it does look very small from this angle and maybe it's different if there's actually a car in your blind spot versus car just going in that general vicinity heading the other direction. If you recall this image I shared last week and how we know what the blind spot indicator toggle will be for you can turn that feature on or off. It should also be noted in the new owner's manual in the EU they show this image for this blind spot monitoring light which is indeed red and seems much bigger than what we just saw in that video. And I guess there's a chance there's only one for both sides because the manual says it's located in the upper speaker grill of the driver door no mention of anything on the passenger side. I still think sometime in the future maybe Tesla will use that interior ambient light strip for signaling features like that but for now this is better than nothing. And if you're wondering why Tesla wouldn't just put a light indicator on these side mirrors like everybody else I believe it might be a patent situation where Tesla just doesn't want to license that technology so they're doing this as a workaround. However that's just my speculation I'm not positive about that one. The owner's manual for the new model 3 is now live I'll have it linked below.
这是一个新特点，目前还没有人提及过，在泰国车型3项目中。很多人都抱怨并要求过这个特点。是的，我们知道特斯拉已经有了两个盲点监测系统，在用户界面上有红线，我们也知道有盲点摄像头，但这两种选项都需要驾驶员转头去看屏幕。但是现在，在新的车型3中，有一个位于A柱扬声器壳内的红灯盲点指示器。很难看到，但请注意这个区域，在这里你会看到红灯在相向行驶的车辆经过时闪烁。就是这样，我暂停在这里让你看到灯光，从这个角度看，它看起来非常小，也许当你的盲点实际上有一辆车时，或者只是有一辆车在那个方向行驶，情况可能会不同。如果你还记得我上周分享的这张图片，以及我们如何知道盲点指示器的切换按钮，你可以打开或关闭这个功能。需要注意的是，在新的车主手册中，欧盟展示了这个盲点监测灯的图片，它确实是红色的，看起来比我们在视频中看到的要大得多。我猜可能是因为只有一个灯，两侧都能使用，因为手册上说它位于驾驶员车门的上部扬声器格栅，没有提及乘客侧的任何信息。我仍然认为在将来的某个时候，特斯拉可能会利用内部的环境灯条来进行这样的信号功能，但现在这比没有要好。如果你想知道为什么特斯拉不像其他人一样在这些侧镜上放一个指示灯，我认为可能是专利的原因，特斯拉不想许可这项技术，所以他们通过这种方法来解决。但这只是我的猜测，我不确定。新车型3的车主手册已经上线，我会在下面提供链接。
Speaking of the model 3 if we look at Google trends search volume for the past 5 years worldwide comparing the model 3 and the model y you can see the model 3 search volume is now at an all time high. Esther also shared this video of the new model 3's light show I'm not going to play the audio for copyright purposes but I did want to play a quick clip to give you an idea it is still a feature on this vehicle and as you can see the trunk is moving with the show as well. Tesla has also added a manual door release in the event your Tesla has no power with this new model 3 in the rear seat and yes there was a time when only the front doors were equipped with a manual door release.
说到Model 3，如果我们查看过去5年来全球范围内Model 3和Model Y的谷歌搜索量，你会发现Model 3的搜索量现在达到了历史最高点。Esther还分享了这款新Model 3的灯光秀视频，出于版权目的，我不会播放音频，但我想播放一个快速的片段给你一个概念，这仍然是这款车的一个特色，你可以看到后备箱也在与秀一起移动。特斯拉还在新Model 3上添加了一个手动门开启装置，以防你的特斯拉没有电源，而这在以前只有前门配备手动门开启装置的时代是没有的。
You got a great chart from Roland showing us the model wise the best selling be in Germany so far year to date but what I really wanted to highlight is that the VW ID 4 and 5 which are actually combined for some reason don't fall anywhere in the top 10 they actually sit in 11 and the top 10 models are still being dominated by non battery electric vehicles. Remember this anecdote about VW be EVs not being in the top 10 because we're coming back to this. Please remind I won't make you wait we have this from VW boss Oliver Bloom the Chinese are not a big threat to us.
你从Roland那里得到了一张很好的图表，展示了截至目前为止德国销量最好的车型，但我想要强调的是，大众ID 4和5实际上组合在一起，却没有进入前十名，它们实际上位居第11位，而前十名仍然由非电动汽车主导。记住关于大众电动汽车未能进入前十名的这个情况，因为我们将会回到这个问题上。请提醒我，我不想让你等待，我们从大众老板Oliver Bloom那里听到了这样的消息，中国人对我们来说并不构成重大威胁。
To set the backdrop the VDA the German Association of the automotive industry has been warning about the competition from the Asian region how strong it's become and the competitive advantages those companies have but apparently at least publicly Oliver Bloom does not share those fears. This week he said the Chinese have learned how to build cars in recent decades the established European manufacturers still have advantages in comparison we have the vehicle know how we have the level of quality and we have a brand heritage the new ones don't have that we therefore see ourselves well positioned. I just want to say it resting on your laurels is a very dangerous game
为了能够背景清晰，德国汽车工业协会一直在警告来自亚洲地区的竞争有多么强大以及这些公司的竞争优势，但显然至少在公开场合，奥利弗·布卢姆并不分享这些担忧。本周他表示，中国人在最近几十年学会了如何制造汽车，与之相比，欧洲老牌制造商仍然拥有优势，我们拥有汽车专业知识，我们有品质水平，我们有品牌传承，而新进公司没有这些。因此，我们认为自己处于有利位置。我只想说，沾沾自喜是一种非常危险的游戏。
we haven't seen it ever from a company like Tesla and it really feels like VW and some of the Germans are about to FAFO. He said the Chinese have the advantage of being able to produce much more cheaply at home he spoke of about 20% he said but they're not able to offer the low cost level from the Chinese market in Europe. The reasons are European regulations and the lack of sales networks we can see on the market that the Chinese offer their vehicles to us in Europe at twice the price they pay in China.
我们从未见过像特斯拉这样的公司，这真的感觉像大众和一些德国公司即将FAFO。他说中国人有在国内以更低的价格生产的优势，他说大约是20%，但他们无法在欧洲提供中国市场的低成本水平。原因是欧洲的法规和销售网络的缺乏，我们可以看到中国在欧洲向我们提供的汽车价格是他们在中国支付的两倍。
The VW boss confirmed the new competition is increasing the pressure on VW and Co but it also has positive sides because now there's an incentive to constantly improve essentially saying the only reason now they want to make their vehicles better is not really for the end customer but it's just so they don't get totally disrupted. He said we will have to work hard on the cost side batteries in particular must become cheaper and the aim is also for the return per vehicle to be just as high for EVs as for ice vehicles by 2030. Translation VW not expecting to make profit margins with EVs comparable to ice vehicles until 2030.
大众汽车首席执行官确认新的竞争对大众和其它汽车公司增加了压力，但也存在一些积极因素，因为现在有动力不断改进产品，基本上只是为了避免彻底被颠覆。他表示，我们必须在成本方面努力改进，尤其是电池必须降价，而且目标是到2030年的每辆电动汽车的回报率与传统燃油车相当。翻译：大众汽车预计在2030年之前，无法实现电动汽车利润率与传统燃油车相比的可比边际利润。
And the cherry on top the fact that VW continues to sell combustion engines is an advantage over pure electric car manufacturers because they generate profits and thus make the transformation financially possible in the first place. Is anyone honestly think that selling combustion engines on our way toward a full EV future is a competitive advantage compared to what Tesla is doing a purely EV maker working from first principles dominating the global full B EV market. Sure there's always some folks not paying attention lost in the sauce with ulterior motives but for the CEO of VW and Porsche to say this publicly to me it's just crazy.
而更重要的是，大众汽车继续销售燃油发动机，这是与纯电动汽车制造商相比的一个优势，因为它们能够带来利润，从而使转型在财务上成为可能。在我们朝着全面电动汽车的未来发展的过程中，有人真的认为大众销售燃油发动机是一种竞争优势，与特斯拉的纯电动汽车制造方式相比，特斯拉从首个原则出发，主导全球全电动汽车市场。当然，总有一些人没有注意到这一点，被其他动机所蒙蔽，但对于大众和保时捷的首席执行官公开表达这样的观点，对我来说太疯狂了。
And you might be saying well Dylan they are making profits now so he's kind of right and look I hear you but the thing is they are until they're not. The point is we don't know when this gravy train for ice profit is coming to an end it could be 2025 it could be 2028. Either way though it's coming and if these companies don't get serious and start moving they're going to be dead. I don't want to get carried away but look what we've seen VW cutting the prices of the ID for in China EV sales in general struggling in China they're looking for partnerships in China to boost their sales their ID for an ID 5 sales in Europe in Germany have been struggling and they have still been struggling with software problems now of course hopefully they figure it out with the ID 7 and they are refreshing the ID for but we'll see.
你可能会说，嗯，迪伦，现在他们正在盈利，所以他有点正确，我明白你的意思，但问题是他们能不能一直赚钱。关键是我们不知道这个盈利的黄金时代何时结束，可能是2025年，也可能是2028年。无论如何，它一定会结束，如果这些公司不认真行动起来，它们将会倒闭。我不想过分言之，但让我们看看我们所见到的：大众汽车在中国降低ID 价格，电动汽车销量整体在中国艰难地挣扎，他们在中国寻求合作伙伴以提升销售，他们的ID 5在欧洲和德国销量一直不佳，他们仍在与软件问题作斗争，当然希望他们能够在ID 7上解决这个问题，他们也在升级ID for，不过还得拭目以待。
Tesla has updated the referral program for the Model S now as a buyer using a referral code you will only get $500 off instead of $1000 previously and for the referrer he or she will only get 10,000 credits instead of 20,000 before. With about a week to go before a strike couldn't sue GM comes to the table with a new offer. GM has proposed a total 16% pay raise for the top wage earners in its plans and a 56% hike for newer employees who make less. But the UAW president said that offer is insulting. Sean Fane is still pushing for guaranteed pensions and it's really that part that could inflate some of these costs upwards of $80 billion according to some calculations over 4 years as well as cola allowances and retiree healthcare. Fane said the offer doesn't come close to an equitable agreement for America's auto workers.
特斯拉已经对Model S的推荐计划进行了更新，现在作为一个使用推荐码购买的买家，您只能获得500美元的折扣，而不是之前的1000美元，而对于推荐人，他或她只能获得10,000积分，而不是之前的20,000积分。在离罢工计划实施只剩一周的时候，通用汽车提出了新的报价。通用汽车计划为高薪员工提供总共16%的工资增长，并为低薪新员工提供56%的涨幅。但是，汽车工人联合会主席表示这个报价很侮辱人。肖恩·范仍然在坚持要求提供保证金和养老金计划，一些计算显示，这部分可能会使这些成本在4年内增加到80亿美元，同时还包括调整津贴和退休医疗保健。范表示这个报价与美国汽车工人的公平协议相距甚远。
NGM's offer was actually slightly better than Ford's. As I've said all along, this is most likely going to go down to the wire. It's just how you have to negotiate in these scenarios. Looking at the Model X delivery windows after the price drops, both variants are now October to November of this year, up from September to October previously, which is a good sign to see. Meanwhile, both variants of the Model S are both still September to October.
NGM的报价实际上稍微好于福特的。正如我一直说的那样，这很可能会在最后时刻决定。在价格下调之后，观察Model X的交货窗口，两个版本都改为了今年十月到十一月，之前是九月到十月，这是一个好的迹象。与此同时，Model S的两个版本仍然都是九月到十月。
Ford has dropped some new details for its upcoming Mustang Mach E rally that's really geared to be an off-road performance vehicle set to debut next year. They're saying it's set to enter production early 2024 and should be priced around $65,000, but that's subject to change. With a 91kW battery pack, it's set to get around 250 miles on a single charge. DC fast charging up to 150kW. There are some other design changes as well both on the exterior and the interior, but if you're interested, I'll put this article below.
福特汽车公司为即将面世的野马Mach E拉力赛车揭露了一些新细节，这款车将成为一款针对越野性能的车型，预计将于明年首次亮相。他们表示该车将于2024年初投产，并预计售价约为65,000美元，但这个价格可能会有所变动。配备91千瓦时的电池组，单次充电可行驶约250英里。支持最高150千瓦的直流快速充电。除此之外，车辆的外观和内饰也进行了一些设计变化。如果你感兴趣，我会在下方附上这篇文章的链接。
Fisker said today in the fourth quarter this year it's looking to boost production of the Ocean SUV from 180 units per day to 300. As of September 4th, Magna has made 3100 of these vehicles. Just under 300 have been given over to Fisker, and more than 450 in the US have been delivered or are in the process of being delivered.
菲斯克今天表示，今年第四季度，他们计划将Ocean SUV的产量从每天180辆提升至300辆。截至9月4日，Magna已经生产了3100辆这款车。其中将近300辆已经交给了菲斯克，而在美国已交付或正在交付的数量超过450辆。
We've started to hear a lot about sodium ion batteries, and undoubtedly we'll hear much more about it in the months ahead. Just something to keep in mind, this is from Benchmark. In 2024, there's a step increase in sodium ion capacity that's projected, but 67% of this new capacity is from inexperienced market participants with limited battery manufacturing expertise, and these companies are classified as tier 2 or 3 cell producers. What does this mean? Well, it renders more than half of the announced capacity speculative at best, dispelling the notion of mass-market sodium ion production this year or in 2024. So yes, they're promising and yes, they're coming, but let's just keep our expectations in check.
我们开始听到很多关于钠离子电池的消息，毫无疑问，在接下来的几个月中我们还会听到更多相关信息。这是Benchmark的一项提示，请大家记住。到2024年，预计钠离子容量会有一个巨大的增长，但其中67%的新容量来自缺乏电池制造专业知识的市场新参与者，这些公司被归类为二三线电池生产商。这意味着什么呢？这就意味着超过一半的宣布容量很可能只是投机性的，无法实现大规模的钠离子产品生产，无论是今年还是2024年。所以，是的，钠离子电池吸引人，并且它们会进入市场，但我们要保持理性的期望。
JerryRig everything did an awesome video on the current state of battery recycling in the United States from this company LieCycle, who we've heard of before. Shout out to Dale for sharing this. Over 2 million people have seen this video already, so I won't spend time here, but I will link it below, and I highly encourage you check it out if you haven't already. But the TLDW is that yes, batteries both from devices and vehicles are already being recycled, so no, they're not ending up in landfills. This is still an argument I hear all the time, so I want to make sure we're all educated and armed with the FUD fighting data to push back on those arguments. So yes, even EV batteries and all the batteries from devices can and are right now being recycled and reused.
JerryRig Everything对美国的电池回收现状进行了一段很棒的视频，介绍了我们之前听说过的LieCycle公司。感谢Dale的分享。已经有超过200万人观看了这段视频，所以我就不在这里浪费时间了，但我会在下面附上链接，非常鼓励你如果还没有看过的话去看一下。总结一下就是，是的，设备和车辆的电池已经在进行回收，所以它们不会被扔进垃圾填埋场。这仍然是我经常听到的论点，所以我想确保我们都有正确的知识和对抗这些论点的数据。所以是的，甚至包括电动车电池和设备的所有电池现在都可以进行回收和再利用。
If you want to explore this topic further, there are 4 companies in North America leading the charge for battery recycling. Of course, Redwood, Serba Solutions, Ascend Elements, and LieCycle. The North American end of life battery pool is expected to increase from 3.1,000 megawatt-hours this year to 146.5,000 megawatt-hours in 2035. Despite this expected increase in end-of-life battery stock in North America, that scrap pool is expected to reach just 13% of our region's cell demand in 2032. And we know Tesla is working on something in this realm behind the scenes, so hopefully, one day we get a recycling day. Not the sexiest of topics but a crucial one nonetheless.
如果您想进一步探索这个话题，北美有四家公司在电池回收领域处于领导地位。当然，有Redwood、Serba Solutions、Ascend Elements和LieCycle。预计到2035年，北美电池的寿命将从今年的3.1万兆瓦时增加到146.5万兆瓦时。尽管预计北美将出现废旧电池库存的增加，但到2032年，这种废旧电池库存只将达到本地区电池需求的13%。我们知道特斯拉正在幕后努力研究这个领域，所以希望有一天我们能有一个回收日。这个话题可能不太吸引人，但却是至关重要的。
Shell is putting its residential battery storage and VPP company Sonnen Pro. This is part of Shell's move away from doing business with retail customers.
壳牌正在收购其住宅电池储能和虚拟电力厂（VPP）公司Sonnen Pro。这是壳牌远离与零售客户业务往来的一部分举措。
Just yesterday we talked about India's desires for more battery energy storage and how all of these plans are going to pave the way for Tesla and India working together the next decade. Fast forward 24 hours and India's government has approved a tender scheme to support the development and construction of best assets for delivery by 2030. The cabinet has given its approval to the scheme for a viability gap funding with up to 40% of the capital cost of projects selected through this tender available from the union budget.
就在昨天，我们谈到了印度对更多电池储能的渴望，以及所有这些计划将如何为特斯拉和印度在未来十年的合作铺平道路。快进24小时，印度政府已经批准了一项招标计划，以支持最佳资产的开发和建设，以在2030年前交付。内阁已经批准了这一可行性缺口资金计划，通过这一招标选中的项目的资本成本最多可从联邦预算中获得40%的支持。
I know the consumers just want to hear about the cars, but as Tesla investors, we need to be well educated on the energy side. It's coming. Also, just as we've been talking about, this research firm Trendforce just said there's been a 10% drop in the prices of batteries for EVs and energy storage in August, with a further fall expected through this year. This firm blamed the drop on slowing demand for EVs, and that could certainly be part of it, but I think more that has to do with the supply chain and the cost for the raw materials coming down almost across the board.
我知道消费者只想听到关于汽车的消息，但作为特斯拉的投资者，我们需要对能源方面有充分的了解。能源将会崛起。另外，就像我们一直在讨论的那样，市场研究公司Trendforce刚刚表示，在8月份，电动汽车和储能电池的价格下降了10%，预计今年还将进一步下降。这家公司将价格下降归咎于电动汽车需求的减缓，这当然可能是其中之一，但我认为更多的原因是供应链和原材料成本几乎全线下降。
Chevy has updated the availability of different trims for its Blazer EV, and as you can see, the first one, the RSE all-wheel drive, is available in summer 2023. As of yesterday, reservation holders are being sent links for their personal configuration to choose their variant.
雪佛兰已经更新了其Blazer EV不同款式的供应情况，正如您所见，第一款RSE全轮驱动车型将于2023年夏季上市。截至昨天，预约持有者正在收到链接以进行个人配置选择其款式。
At an event just yesterday, Jim Farley said, "I found out that people who want to buy electric vehicles just want really good stuff.". They don't want science projects and they want a really great product.
就在昨天的一次活动中，吉姆·法利（Jim Farley）说：“我发现那些想购买电动汽车的人只是想要非常好的产品。” 他们不想要科学实验项目，而是要一个真正出色的产品。
Talking about Farley deciding to split up Ford's businesses into three different divisions he said I don't have the time for ice people to learn about EVs and digital embedded vehicle architecture. I had to set up almost a competing organization that has some dependency on each other.
谈到法利决定将福特的业务分为三个不同的部门时，他说：“我没有时间让不熟悉电动汽车和数字嵌入式车辆架构的人去学习。我不得不建立一个几乎是竞争性的组织，三个部门之间存在一些依赖关系。”
He said it was creating these different divisions that's giving them the ability to compete with Tesla when they do things like cutting their prices by $20,000 which they now have. Then he said sometimes Kaizen which is a Japanese principle of continuous improvement are little improvements every day and sometimes Kaizen means completely rewriting your entire engineering approach.
他说，正是创建这些不同的部门给他们提供了与特斯拉竞争的能力，例如他们以20000美元的价格削减了产品价格。然后他说，有时候，即使是每天进行的小改进，也能体现出日本的“改善”原则Kaizen。而有时候，Kaizen意味着完全改写整个工程方法。
Kaizen just happens to be a principle I think all of her bloom and VW's board would be well served to adopt. Sawyer said Tesla removed the Cyretruck delivery event invite from the referral program potentially indicating they're close to their max entrance allowed but Tesla did say they'll release additional tickets as the event draws near.
我认为索耶说的改善原则（Kaizen）正好是我认为她所有绽放（her bloom）和大众汽车董事会都能受益的原则。索耶表示特斯拉从推荐计划中取消了Cyretruck交付活动的邀请，这可能表明他们接近允许的参与人数上限，但特斯拉确实表示他们会在活动临近时释放额外的门票。
Lucid is exploring selling its cars in China but has no timeline. Lucid's chief engineer Eric Bach said if you enter China on the wrong terms you can make a lot of mistakes. Buddy said Lucid has a team on the ground in China exploring the viability of entering the market and he confirmed a mid-sized car could be unveiled in 2026.
直译：盈与正在考虑在中国销售其汽车，但尚无具体时间表。Lucid首席工程师埃里克·巴赫表示，如果以错误的方式进入中国市场，就会犯很多错误。Buddy表示，Lucid在中国的团队正在调研进入该市场的可行性，并确认在2026年可能会推出一款中型车。
通俗表达：盈与正在考虑将其汽车引进中国市场，但尚未确定具体的时间计划。Lucid首席工程师埃里克·巴赫表示，如果以错误的方式进入中国市场，会经常犯错误。Buddy表示，Lucid在中国设有团队，正在评估进入这个市场的可行性，并计划在2026年推出一款中型车。
Hope you guys have a wonderful day. You can find me on X linked below. Please like the video if you did and a huge thank you to all of my Patreon supporters.
希望你们今天过得愉快。你们可以在下方链接中找到我的联系方式。如果你们喜欢这个视频，请给它点赞。非常感谢我所有的Patreon赞助者。