Elon Musk Under Attack / 1 Overlooked Tesla Story / GM's Ultium Problems ⚡️
发布时间 2023-09-19 23:04:43 来源
摘要
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Electric Israeli: https://www.youtube.com/watch?v=ceN2JmJVKSc&ab_channel=TheElectricIsraeli
Munro Live: https://www.youtube.com/watch?v=HXbb0Ko5lUY&ab_channel=MunroLive
New FSD Beta Features: https://www.notateslaapp.com/news/1617/tesla-fsd-beta-11-4-7-1-released-to-employees-with-a-massive-amount-of-new-features
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00:00 - Intro
00:50 - Needs More Coverage
1:14 - Typically Useless
1:53 - Overlooked Tesla Storyline
2:47 - Cybertruck Equipment
3:15 - FSD Beta Approaches Main Branch
4:12 - Cathie Wood on Regulatory Developments
6:29 - Autobidder Analysis
7:42 - Tesla's High Voltage Group
8:17 - Insider Grid Perspective
9:28 - Weekly China Insurance Data
10:43 - Model 3+ Italy
10:52 - Latest UAW Threats
11:15 - Ford and Unifor
12:01 - Tesla's Labor Cost Edge to Grow
13:22 - Tesla Avoids Lawsuit
13:58 - Model X Delivery Window
14:17 - Elon Under Attack
15:13 - Mass Psychosis...Lol
15:58 - Redwood Acquisition & Expansion
16:45 - Volvo Ending Diesel
17:25 - Marriott EV Charging Deal
18:32 - Chevy Equinox Pictures
18:54 - GM's Ultium Challenges Persist
19:17 - Stellantis Downsizing
19:35 - Munro CT Teardown Fund
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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.
#ElonMusk #Tesla #TeslaNews
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host Dylan Loomis. Quick shoutout to my new or updated patrons to nearh, Samuel S, John L and Dick L. Thank you for choosing to support the channel.
欢迎来到Electrified，我是你的主持人Dylan Loomis。快速向我的新近或更新的近h、Samuel S、John L和Dick L的赞助人们问个好。感谢你选择支持本频道。
How about this one? This is the type of thing I wish got more coverage, but either way, if your car is doing something you may not understand in the moment, just know at this point, maybe it's something you don't.
这个怎么样？这是我希望得到更多报道的一类事情，无论如何，如果你的车在某个时刻做出了你可能不理解的动作，只要知道现在，也许这是你不了解的事情。
Last night, Rob from Tesla Daily talked about Goldman Sachs lowering their Tesla stock price target due to price cuts and Tesla's pricing strategy. There's a reason I oftentimes skip these Wall Street updates because at the same time, we have another firm talking about the exact same situation Tesla's pricing strategy, but UBS is actually treating it as a positive for a Tesla upgrade. UBS raised their price target because of this exact same pricing strategy saying it can potentially provide it with a formidable competitive edge. In my humble opinion, when it comes to the long term, 98 times out of 100, these Wall Street Tesla stock updates are useless.
昨晚，来自Tesla Daily的Rob谈到了高盛下调他们对特斯拉股价的目标，原因是价格削减和特斯拉的定价策略。我经常跳过这些华尔街的更新是因为与此同时，还有另一家公司谈论着与特斯拉的定价策略完全相同的情况，但是瑞银却将其视为特斯拉升级的积极因素。瑞银提高了他们的股价目标，因为这个完全相同的定价策略可能为特斯拉提供强大的竞争优势。依我拙见，就长期而言，这些华尔街关于特斯拉股价的更新有99%都是没有用的。
There's one Tesla storyline that definitely is not getting enough attention, and it's how the repairability of Tesla vehicles continues to increase more and more, giving DIYers much more access. When five or 10 years ago, Tesla was continually knocked for maintaining somewhat of a walled garden when it comes to access to DIY repairs for Tesla vehicles. In their defense, at the time, it had a lot to do with safety. They couldn't have just anyone working on these new vehicles. But now, and fairly quietly, Tesla has added things like free service manuals you can access online and the service mode right in the car that continually gets updates and allows you to do a lot more. Now sure, Tesla definitely still has some work to do when it comes to the availability of replacement parts, the hardware, but overall, Tesla has made so much progress on this repairability front for DIY people, which is really good to see.
有一个特斯拉的故事线肯定没有得到足够的关注，那就是特斯拉车辆的可修复性越来越高，使得爱好者们能够更轻松地进行维修。5年或10年前，特斯拉因为对DIY维修的限制，一直受到批评。虽然他们当时的做法主要是出于安全考虑，因为不能随便让任何人对这些新车进行维修。但如今，特斯拉却非常低调地增加了一些功能，比如可以在线访问的免费服务手册以及车内的服务模式，后者不断更新并允许用户进行更多操作。当然，特斯拉在备件的可用性方面仍有一些工作要做，但总体来说，特斯拉在这方面取得了很大进展，对于喜欢DIY的人来说，这是非常好的事情。
Right now, if you see headlines and articles out there talking about Gigatexus receiving new Cybertruck manufacturing equipment, it's true, but it's really just from this one picture from Joe Tettmeyer. It appears to be two robot arms that are headed for Cybertruck Zone X, and this is coming from Gladiator Rigs. Sadly though, that's just the transportation or the logistics company. So yes, new Cybertruck manufacturing equipment is arriving, but this is happening weekly at this point.
目前，如果你看到有关Gigatexus收到新的Cybertruck制造设备的头条新闻和文章，这是真的，但实际上只是来源于Joe Tettmeyer的一张照片。这些照片显示有两个机器人臂将被运送到Cybertruck Zone X，这来自于Gladiator Rigs。然而遗憾的是，Gladiator Rigs只是一家物流公司。所以是的，新的Cybertruck制造设备正在陆续运抵，但现在已经是每周进行一次了。
Tesla scope and dirty Tesla have notified us that employee vehicles are now moving from the dot seven dot 30 branch way up to the dot 27 dot five branch with this FSD 11 dot four dot seven dot one in layman's terms. What this means is the FSD beta group who is usually on an older software branch, meaning they don't have all of the latest Tesla UI features are now much closer to being on the main branch with everybody else that does have all of the latest UI features. So once this FSD beta group receives the dot 27 update, they're going to get all of the features from three separate updates dot 12 dot 20 and dot 26, which definitely include some nice features. But we've talked about all of these in the past. So I'll link this below if you want to check it out.
特斯拉Scope和Dirty Tesla通知我们，员工的汽车现在正在从7.30版本的分支升级到27.5版本，该版本具有FSD 11.4.7.1。简单来说，这意味着FSD测试组通常运行在旧的软件分支上，意味着他们没有所有最新的特斯拉UI功能，现在他们离主分支更近了，与其他拥有最新UI功能的人一样。因此，一旦这个FSD测试组接收到27版本的更新，他们将获得来自三个单独更新的所有功能：12.20和26版本，其中肯定包括一些不错的功能。但我们之前已经讨论过所有这些，如果你想看的话，我会在下面附上链接。
Perhaps most importantly though, the FSD beta group is now much closer to being on that main software branch with everybody else.
然而，最重要的是，FSD测试组现在离其他人所用的主要软件分支更近了一步。
Kathy Wood was on CNBC talking about her $1400 Tesla bear case by 2027 and how it's 130 electric vehicles and two thirds autonomy. But she had some interesting comments on the regulatory environment.
凯西·伍德在CNBC上谈到了她对特斯拉未来股价的预测，她认为到2027年特斯拉的股价可能会下跌到1400美元，并且称这将取决于特斯拉生产的大约130辆电动汽车以及其中三分之二具备自动驾驶功能。然而，她在谈到监管环境时给出了一些有趣的评论。
You know, for two thirds of the valuation, do you feel like that there's risk even around the bear case at all with the two thirds? Actually, the risks are going down because regulators are very data-driven. And what regulators have been experiencing, especially in the transportation sector, is that the number of auto deaths in the United States have gone up, has gone up during the past five to 10 years from 30,000 to 45,000 after decades of falling, thanks to auto safety measures.
你知道的，就估值的三分之二来说，你觉得即使在悲观预期之下，还会有风险存在吗？实际上，风险正在下降，因为监管机构非常注重数据。尤其在交通领域，监管机构所经历的情况是，美国的车祸死亡人数在过去五到十年间上升了，从三万人增加到四万五千人，这是在几十年的下降趋势之后，得益于汽车安全措施。
So the National Highway and Transportation Safety Board and other transportation authorities want to turn that trend back down. Why has it happened? A lot of it is because of texting and therefore a disproportionate number of young people are dying in auto accidents. So the data supports what Tesla is doing. 80 to 90% of all accidents on the roads are caused by human error. If you take the human being out of the equation and use AI to get people from point A to point B as safely as quickly as possible.
因此，美国国家公路交通安全委员会和其他交通管理机构希望扭转这一趋势。为什么会出现这种情况？很大程度上是因为发短信，因此大量年轻人在汽车事故中丧生。因此，数据支持特斯拉的做法。道路上80%至90%的所有事故都是由人为错误导致的。如果将人为因素排除在外，利用人工智能尽可能安全快速地将人们从A点送到B点。
I think the authorities, the regulators, are going to be persuaded by the data. In fact, they already have been in terms of the fatalities in Tesla's cars. They examine them. They say, not Tesla's fault for the most part. And oh, by the way, people driving in Tesla cars are 40% plus safer with autopilot and FSD than in other cars.
我认为当局和监管机构会受到数据的影响。实际上，就特斯拉车辆的致命事故而言，他们已经被说服了。他们对这些事故进行了调查，并表示大部分并非特斯拉的过错。顺便说一句，驾驶特斯拉车辆启用自动驾驶和全自动驾驶功能的人比驾驶其他车辆的人更安全，安全系数高达40%以上。
So the next time you hear somebody say, I didn't sign up for this Tesla FSD experiment on my public roads, just go ahead and remind them of the experiment they're already in with distracted driving.
所以，下次当你听到有人说：“我没有在公共道路上报名参加特斯拉全自动驾驶实验”，那就请提醒他们，他们已经参与了分心驾驶的实验。
So what I'm about to explain, of course, has a time component to it as the auto-bitter software generates profits over time as it operates in the real world. But if we just take this snapshot, we recently heard about the profits auto-bitter is generating for the operators and presumably a portion goes to Tesla, we can get a rough rule of thumb each time new megawatt hour deployments are reported, and we can begin to understand the financial benefits to the project operator and owners.
所以，我即将解释的内容当然有时间因素，因为自动出口软件在实际运作中会随着时间的推移产生利润。但是，如果我们只看这个瞬间，最近我们听说自动出口为运营商们带来了利润，而且很可能有一部分属于特斯拉，我们就可以根据每次新的兆瓦小时部署的报告得出一个大致的经验法则，从而我们能开始理解项目运营商和所有者的经济利益。
So if we take that $330 million in profits divided by 7 gigawatt hours, which is 7,000 megawatt hours, that's $47.1 thousand per megawatt hour. But for simple math, let's round up to 50,000. That means that over time, call it a few years depending on many factors, with this 200 megawatt hour project using Tesla megapacks, auto-bitter could generate $10 million in profits in a relatively short amount of time, and this is software which will continue to get better with time.
所以，如果我们将3.3亿美元的利润除以7千兆瓦时（即7,000兆瓦时），那么每兆瓦时的价格为47.1千美元。但为了简单计算，让我们将其取整到50,000美元。这意味着随着时间的推移，根据许多因素而定，使用特斯拉巨型电池组的这个200兆瓦时项目，自动投标者在相对较短的时间内就可以产生1000万美元的利润，而且这是一种随着时间推移而不断改善的软件。
So when it comes to Tesla megapacks, don't forget it's not just the selling of the actual megapack, but it's all of the recurring revenue that will happen for both the owner operator and Tesla over the long term.
当谈到特斯拉的超级电池组时，不要忘记它不仅仅是销售实际超级电池组，还包括长期内所有的持续收入，对于业主运营商和特斯拉而言，这都是非常重要的。
This past week, we've been talking about the Tesla semi in the run on less event and specifically how we need the grid to be able to handle this megawatt level charging. Well, Dan Priestley, a senior engineer for semi engineering, just posted on LinkedIn, come join a team that designs ultra high volume parts that have to stand up to abuse, high voltage, and large mechanical loads in every environment on earth. The high voltage distribution group is amazingly efficient in creating scalable reliable cost-effective designs. This would be for not only the semi, but presumably the cyber truck as well.
在过去的一周里，我们一直谈论特斯拉卡车在“节能运输”活动中的表现，特别是我们需要电网能够应对这种兆瓦级的充电需求。现在，特斯拉半挂车工程的高级工程师丹·普里斯特利在领英上发布了一篇文章，邀请大家加入一个设计超高产量零部件的团队，这些零部件需要在地球上各种环境中承受滥用、高电压和大机械载荷的考验。高电压分配组在创建可扩展、可靠且具有成本效益的设计方面表现出色。这个团队不仅为半挂车工作，很可能也会为赛博卡车工作。
We still have plenty of folks saying the grid is not ready for this EV transition and to some degree they may be right. However, we also have Anthony Sussine, a senior investment strategist who has attended many conferences for these utility companies, saying as you go to conferences and speak with industry participants, especially the utilities, these guys have been planning for this forever. The utility companies are planning up to 15 years down the road to try to accommodate the transition to EVs.
我们仍然有很多人声称电网还没有准备好这次电动汽车的转型，某种程度上他们可能是对的。然而，我们也有安东尼·苏辛（Anthony Sussine），一位资深投资策略师，他参加了许多为这些公用事业公司举办的会议，他表示当你参加会议并与行业参与者，特别是公用事业公司交流时，这些人从过去就一直在为此进行规划。这些公用事业公司在规划未来15年的同时，试图适应电动汽车的转型。
One of the biggest problems we talk a lot about that's why scheduled charging is becoming a big deal and location chargers at shopping centers, things like that. One of the biggest problems is still peak charging. Sadly, we don't get a ton of detail with this one, but he said there's a lot of initiatives actually happening, especially in the US and California to account for this.
我们经常谈论的一个最大问题是定时充电和在购物中心等地方设置充电器，这方面正在成为一大趋势。不过，最大的问题之一仍然是峰值充电。可惜的是，我们对此问题了解的细节不多，但他说在美国和加利福尼亚尤其有很多相关举措正在发生。
You'd be surprised how long term these guys are thinking. So possibly we have the retail narrative that often comes from the mainstream media. And then we have the actual industry conferences where things are certainly happening. It might just take years for these things to actually develop and show up. But it sounds like this group has been planning things for a long time.
你会对这些家伙的远期思考惊讶的。可能我们所看到的是经常来自主流媒体的零售业叙事。然而实际上，行业会议上的发展是确实发生的。这些发展可能需要几年时间才能真正形成并显现出来。但听起来这个团队已经计划了很长时间的事情。
We got the weekly China insurance data for Tesla came in 8,500 units and the culprit for this lower number should come as no surprise. The Model 3 only made up 245 of that number. Don't forget the past few weeks Tesla has not been able to sell the updated Model 3 plus in the domestic Chinese market because they've been waiting for official approval.
我们获得了特斯拉在中国的每周保险数据，销量仅为8,500辆。而这个较低的数字的原因并不令人意外。其中，Model 3仅占245辆。不要忘记，过去几周特斯拉无法在中国国内市场销售更新的Model 3 Plus版本，因为他们一直在等待官方批准。
Plugging this data in if you wanted to compare it to the same week in quarter two, that number was 14.5,000. Thus far through the first 11 weeks of quarter three, we sit at 120.2,000, comparing that to the first 11 weeks of quarter two, we were at 125.2,000. So we're now officially behind the Q2 pace.
如果你想将这些数据与第二季度的同一周进行比较，那个数是14.5万。到目前为止，在第三季度的前11周，我们达到了120.2万，与第二季度的前11周相比，我们达到了125.2万。因此，我们现在正式落后于第二季度的速度。
But again, an outcome like this should not surprise anyone Tesla told us on the Q2 call that they're going to have factory shutdowns and upgrades in Q3. So a flat or even down quarter was to be expected. And I'm telling you, I'm not just trying to spin this because I'd be fine if Tesla had a bad quarter or even a bad year, honestly, when it comes to the long term.
然而，这样的结果不应让任何人感到惊讶。特斯拉在第二季度的电话会议上告诉我们，他们将在第三季度进行工厂停工和升级。所以，第三季度的业绩平稳甚至下滑是可以预料的。我告诉你，我并不是为了翻弄这些事实，因为对于特斯拉的长期发展，我对他们是否度过一个糟糕的季度甚至是糟糕的一年都无所谓。
But this could set up Tesla for a pretty good quarter for in Europe because all of these new Model 3s, they've been seemingly exporting more than usual because they haven't been able to deliver these to the domestic market. Speaking of the new Model 3, it just arrived today in showrooms in Italy. Deliveries for this vehicle are expected to start next month.
但是这可能会让特斯拉在欧洲迎来一个相当不错的季度，因为所有这些新的Model 3，它们似乎比平常更多地出口了，因为它们无法将这些交付到国内市场。说到新的Model 3，它刚刚在意大利展厅上市了。预计这款车的交付将在下个月开始。
If we don't make serious progress by noon on Friday, September 22, more locals will be called on to stand up and join the strike. That will mark more than a week since our first members walked out. And those on the job will keep monitoring for unilateral changes made by management, which are not allowed under an expired contract.
如果九月二十二日星期五中午之前我们没有取得实质性进展，更多的当地人将被呼吁站出来并参加罢工。这将标志着我们首批成员离开已经超过一周时间。而且在职员工将会继续监督管理层做出的单方面变更，这是在一项已过期合同下是不被允许的。
And when it comes to Ford negotiating with the labor union in Canada, Unifor, they got an extra 24 hours. So the new deadline is tonight, Tuesday at midnight. The deadline was extended because Unifor received a substantive offer from Ford minutes before the deadline last night. That said, a strike is still on the table. If this master committee cannot come to terms on a final settlement, our collective agreement with Ford will expire and we will be on strike. The last time we had a strike with Ford Motor Company was 1990. But what I can confirm is that if there is a strike, this will be a total strike. Every single one of Unifor's 5,600 members at Ford in Canada will be on picket lines.
在与加拿大的劳工工会Unifor进行谈判时，福特获得了额外的24小时时间。因此，新的最后期限是今晚午夜。最后期限前几分钟，Unifor收到了福特一项实质性的提议，因此最后期限得以延长。然而，罢工仍然是一个可能的选择。如果这个核心委员会无法就最终解决方案达成一致，我们和福特的集体协议将到期，我们将会罢工。我们上一次与福特汽车公司进行罢工是在1990年。但我可以确定的是，如果发生罢工，这将会是一次全面的罢工。Unifor在加拿大福特拥有的所有5,600名成员都将参与抗议行动。
Back to the US strikes, we have some quick analysis from Gene Munster saying like most people that Tesla is the clear winner. The simple takeaway from his analysis, Tesla's labor costs will be 48% lower than the big three after they come to terms with the UAW and after Tesla's employees get a 15% bump likely in the next six months should be clear. This part about him thinking Tesla employees are getting a pay raise is speculation on his part. On this one, I could see it going either way. Personally, I think Tesla employees would have to be pretty discontent to leave Tesla to go to a potentially dying company due to whatever price hike compensation plan increase they ultimately get. Because to give up Tesla's employee stock purchase program is a pretty huge risk over the next few years with autonomy and everything else looming. So here are his fully loaded wage calculations should be noted. This includes pensions and profit sharing for UAW and excludes stock options for Tesla employees. Doing some quick searching, it seems like labor costs are oftentimes anywhere between 7% to 10% of the overall cost of a vehicle. So with Tesla's labor cost gap competitiveness potentially increasing, just going to get that much harder for the big three.
回到美国罢工问题，我们有来自吉恩·芒斯特（Gene Munster）的一些快速分析，他表示像大多数人一样，特斯拉是明显的赢家。从他的分析中可以得出一个简单的结论，特斯拉的劳动力成本将比三大汽车公司低48%，在他们与美国汽车工人联合会（UAW）达成协议后，特斯拉的员工将在接下来的六个月内获得15%的加薪。他认为特斯拉员工将获得薪资上涨是他个人的猜测。对于这一点，我可以看到两种可能的情况。就我个人而言，我认为特斯拉的员工必须对离开特斯拉去一家潜在濒临倒闭的公司，以及由此产生的任何价格上涨补偿计划增加，感到非常不满意。因为放弃特斯拉的员工股票购买计划，对于未来几年的自主驾驶和其他事项来说，风险相当大。下面是他详细的工资计算，请注意，这包括了UAW的养老金和利润分享，但不包括特斯拉员工的股票期权。进行一些快速搜索，似乎劳动力成本通常占车辆总成本的7%至10%。因此，随着特斯拉的劳动力成本优势潜在增加，对于三大汽车公司来说，竞争将变得更加困难。
You may recall a lawsuit that Tesla shareholders brought against Tesla claiming a toxic workplace. Well, they cannot proceed. A federal court has ruled that these Tesla investors bringing the suit failed to show that they were excused from first making a demand that the company's board take legal action. Meaning these Tesla investors failed to do anything about the situation before bringing the lawsuit. It sounds like Tesla is not out of the woods totally though as these investors may attempt to fix the deficiencies in a new version of their complaint. But for now, Tesla is in the clear.
你可能还记得特斯拉股东对特斯拉提出了一项声称存在有毒工作环境的诉讼。然而，他们无法继续进行诉讼。联邦法院裁定称，这些提起诉讼的特斯拉投资者未能证明他们被免除首先向公司董事会提出法律诉讼的要求。这意味着这些特斯拉投资者在提起诉讼之前未对这种情况采取任何行动。听起来特斯拉并非完全摆脱困境，因为这些投资者可能会试图在他们的新投诉中纠正不足之处。但目前来看，特斯拉并无大碍。
Looking at the Model X delivery window after the price cuts, it's changed again. Now it sits at November to December. Previously, it was October to November and just two or three weeks ago, it was September to October. And it's the same for the dual motor and the tri motor. So most likely a good sign of a slight demand spike after the price cuts.
在降价后，看着Model X的交付时间又发生了变化。现在的交付时间为11月到12月。之前是10月到11月，而仅仅两三周之前，是9月到10月。对于双电机和三电机车型来说也是如此。因此很可能是在降价后出现了轻微需求增长的一个良好信号。
Today, the Wall Street Journal is reporting on a justice department probe looking into Elon and all of these personal stories we've heard about him maybe buying glass to build a house for himself, things that we've already heard about. I find it kind of interesting this comes out the day after Elon shoots down the Wall Street Journal for that false article. Either way though, they're saying federal prosecutors are scrutinizing personal benefits Tesla may have given Elon since 2017, longer than the initial timeframe they were looking at. But they're still stuck on this house situation that Elon has denied on X multiple times. They're pursuing potential criminal charges. The crux of this investigation seems to be whether Tesla properly disclosed any perks Elon may have received. We've been over all of this before, but if you're new, go ahead and pause and read. The main takeaway with this for now is it's still all just allegations in here say they don't seem to have anything tangible as of now.
今天，《华尔街日报》报道了司法部对埃隆进行调查的消息，这些调查涉及到我们所听说的关于他可能购买玻璃建房等个人事务。我觉得有趣的是，这篇报道出来的时间恰巧是在埃隆否认《华尔街日报》那篇虚假文章的后一天。不管怎样，他们说联邦检察官正在审查特斯拉自2017年起可能给予埃隆的个人利益，比他们最初考察的时间范围要长。但是他们仍然困扰于埃隆已经多次否认的房屋问题。他们正在追求潜在的刑事指控。这项调查的关键似乎在于特斯拉是否正确披露了埃隆可能得到的任何优惠。我们之前已经讨论过这些问题，但如果你是新来的，请停下来读一下。目前为止，这些指控仅仅是道听途说，并没有什么实质性的证据。
This anecdote right here is awesome. This coming from Steve Gursky who took over as Nicholas CEO in August who also served on GM's board of directors between 2009 and 2016. Shortly after he joined GM he brought up Tesla in a meeting and he said I asked about Tesla and was told it was just a bunch of engineers playing with laptop batteries. That was conventional wisdom at the time and we know how that turned out. Tesla got a 10 year jump start on the entire industry. How about good old Bob Lutz back in 2020 saying it talking about Tesla stock is driven purely by psychology or almost a mass psychosis. Meanwhile shares of Tesla stock have surged more than fivefold since he made those comments.
这个插曲真的太棒了。这是来自于史蒂夫·格斯基，他于8月接任尼古拉斯（Nicholas）的首席执行官，并在2009年至2016年间担任通用汽车（GM）的董事会成员。他加入GM后不久，在一次会议上提到了特斯拉，并表示我询问了特斯拉，被告知它只是一群工程师在玩笔记本电脑电池。那时这是传统的智慧，我们知道事情发展成了什么样子。特斯拉在整个行业中提前了10年。还记得2020年，老布勒茨（Bob Lutz）说特斯拉股票的价值纯粹是心理驱动或几乎是集体心理病。与此同时，自从他发表这些评论以来，特斯拉股票已经猛涨了五倍以上。
Redwood materials said today it has acquired lithium ion battery recycler Redux recycling to increase battery recycling capacity and strengthen its footing in Europe's EV market. Redux's facility in North Germany is equipped to recycle 10,000 tons of battery every year. This facility will allow Redwood to transport recycle and refine EV packs and batteries from across the European continent. Separately Redwood materials is planning to invest a three digit million sum in Germany in the near future according to JB's struggle. He said over a period of time in the near future we want to invest a three digit million sum in Germany. I'm looking forward to us finally getting started. There is another EV car company over in Germany but the name is escaping me right now.
Redwood Materials今日宣布已收购锂离子电池回收公司Redux Recycling，以增加电池回收能力，并在欧洲电动汽车市场上加强立足点。Redux位于德国北部的设施每年能回收1万吨电池。该设施将使Redwood能够从整个欧洲大陆运输、回收和提炼电动汽车电池。
此外，Redwood Materials计划在不久的将来在德国投资数亿欧元，根据JB的说法。他表示，在不久的将来，我们希望在德国投资数亿欧元。我期待着我们终于开始行动。德国还有另一家电动汽车公司，但我现在想不起它的名字了。
Volvo said today it'll end production of any remaining diesel models by early 2024. In a few months from now the last diesel powered Volvo car will have been built making Volvo cars one of the first legacy car makers to take this step. While the majority of the cars Volvo sold in Europe were diesel as recently as 2019 last year they made up just 8.9%. In August this year 33% of Volvo sales were fully electric or hybrid but the company did not break down how much of the remaining 67% of ICE vehicles were diesel and how many were petrol. Reminder Volvo is planning to be all electric by 2030.
沃尔沃今天宣布，将在2024年初停止生产任何剩余的柴油车型。从现在开始的几个月内，最后一辆柴油动力的沃尔沃汽车将会下线，使得沃尔沃成为首批采取这一步骤的传统汽车制造商之一。虽然到2019年，沃尔沃在欧洲销售的大部分车辆仍然是柴油车，但去年这个数字仅占其销量的8.9%。今年8月，沃尔沃的33%销售量来自全电动或混动车型，但该公司没有具体说明剩余的67%内有多少是柴油车，有多少是汽油车。提醒一下，沃尔沃计划在2030年全面转向电动车。
We should have known something like this was coming after the Tesla deal with Hilton. Now we have EV connect today announcing an agreement with Marriott to simplify EV charging for its properties and guests. Marriott properties will have the ability to choose the charging hardware deployed on the open platform allowing them to scale EV charging needs for the unique needs of individual locations. Marriott's portfolio consists of 8,600 properties under 31 brands spanning 139 countries and territories. I found this blog post from EV connect where they were praising GM and Ford for adopting the next. They then tout their open and flexible EV charging platform and say EV connect has been hardware agnostic they'll always be EV connect works with hardware vendors and they named BTC, Zorova, Power Charge, Evo Charge, Tridium and many others. But then they go on to say EV connect supports 5 connector types globally including Chathamo, CCS, CCS2, J1772 and Type 2. And this was from June so it's not super old so fingers crossed they'll support the NACS going forward.
在与希尔顿的特斯拉交易之后，我们应该预料到类似的事情会发生。现在，EV Connect今天宣布与万豪酒店达成协议，为其物业和客人简化电动汽车充电。万豪酒店可以选择在开放平台上部署的充电设备，以满足不同地点特殊需求的电动车充电需求。万豪集团拥有31个品牌下的8,600个物业，遍布139个国家和地区。我在EV Connect的博客文章中发现，他们称赞了通用汽车和福特采用了这种新技术。他们宣扬他们开放和灵活的电动车充电平台，并表示EV Connect一直持有硬件中立的立场，他们始终与硬件供应商合作，其中包括BTC、Zorova、Power Charge、Evo Charge、Tridium等。但是他们接着说，EV Connect在全球支持5种连接器类型，包括Chathamo、CCS、CCS2、J1772和Type 2。而且这篇博文是六月份的，所以并不是太久远，希望他们将来也能支持NACS连接器。
We got some new pictures of the upcoming Chevy Equinox in China. This one is built in tandem with SAIC and of course the variant for the United States will be coming from Mexico. But the question still remains will GM keep this vehicle starting at $30,000. It's really not a bad looking car so this is certainly one to watch it's a huge deal for GM. On that note though GM has said it's going to idle and assembly plant in Ontario due to delays in the supply of battery modules. This is where they make the bright drop commercial van and production won't resume until the spring 2024. Currently the Altium battery that powers bright drop vans is made in Ohio. So GM's Altium still having some issues.
我们收到了一些即将在中国上市的雪佛兰Equinox的新图片。这款车是与上汽合作生产的，当然，美国市场的车型将来自墨西哥。但问题仍然存在，通用汽车是否会将起步价格定在3万美元。这辆车外观并不差，所以肯定是一个关注的焦点，对通用汽车来说是个重要的大事。然而，通用汽车表示，由于电池模块供应延迟的原因，他们将停产加拿大安大略的组装厂。这是他们生产亮点商用面包车的地方，而生产工作将不会在2024年春季恢复。目前，亮点商用面包车使用的Altium电池是在俄亥俄州制造的。所以通用汽车的Altium仍然存在一些问题。
And we have Stellantis looking to downsize some of its North American headquarters. The COO of Stellantis today said the company has a series of facilities that we were looking to downsize or reconfigure. We have a lot of the building here in Auburn Hills were not utilizing today we're looking at other use cases for that.
我们还有Stellantis计划缩减其在北美的总部规模。Stellantis的首席运营官今天表示，公司有一系列设施计划缩减或重组。我们在奥本山有许多建筑物目前没有充分利用，我们正在考虑其他用途。
Just in case you want to support the Cybertruck Teardown Fund Monroe Live is now selling these Cybertruck designed bottle openers which are pretty cool. This one is $75 and this one signed by Sandy or inscribed is $150. This is an engraving each one is not hand signed.
万一您想要支持Cybertruck拆解基金，蒙罗现在正在销售这些设计精美的Cybertruck款式瓶开器，非常酷。其中一款售价为75美元，而由Sandy签名或题词的这款售价为150美元。这是一种雕刻，不是手签。
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希望你们今天过得愉快。你可以在下方链接找到我。如果你喜欢这个视频，请给它点赞，非常感谢我所有的赞助者。