Ford Admits Failure Copying Tesla / Elon on OEM Bankruptcies / VW Responds to Weak Demand ⚡️
发布时间 2023-09-27 07:19:38 来源
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Joe Tegtmeyer: https://www.youtube.com/watch?v=u3PEsd3Pl0U&t=1084s
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00:00 - Biden on Picket Line
00:53 - Observation
2:07 - Tesla in Crossfire
4:08 - Why Magic Dock Rollout
5:11 - US PW2 Price
5:26 - Cyber Cafe in Austin
5:56 - Hungary & Giga Austin
6:50 - FSD Rollout
7:10 - Personal Tesla Lessons
8:36 - Factory Tours
8:54 - Tesla China Weekly
9:51 - Q3 Expectations
10:24 - Model Y China
11:31 - Tesla Turkey
12:40 - EV's and Oil
13:37 - Ford's Giant Fake Info Mess
15:37 - Tesla Denmark
16:11 - Viral Anti-EV Post
18:28 - Final CT Validation
19:50 - Dealers and PoS IRA Credits
21:48 - EVgo Progress
22:37 - GM CTO on Batteries
23:02 - Rivian Stock
23:07 - VW's Weak Demand
23:36 - Ford's Deal w/ Unifor
24:08 - Ford Fails to Copy Tesla
26:24 - Polestar 3 Testing
26:34 - Huawei Targets Model S
26:49 - Auto Supply Request
27:13- Historic
27:20 - Mercedes IRA Application
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#TeslaCybertruck #TeslaNews #Tesla
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中英文字稿 
The more strong UAW big alliance went on to the Senators since 1973, but I tell you what, the first time I've ever done it, the pressure. The more things we're going to expect on the third three. The fact of the matter is that you guys, UAW, you've seen the automobile industry back in 2008 and before. Made a lot of second-person. Gave up a lot, and the companies were in trouble. But now they're doing it critically well. And guess what, you should be doing it incredibly well too.
自1973年以来，越强大的UAW大联盟一直在影响参议员们，但告诉你，这是我第一次这样做，压力很大。我们对第三三年将有更多的事情期望。事实是，你们UAW，曾经见证了2008年以及之前的汽车行业的艰难处境。你们做出了很多个人的努力，做出了很多让步，公司都陷入了困境。但现在它们正处于危急时刻做得非常好。猜猜怎么样，你们也应该做得非常出色。
Welcome to Electrified. It's your host Dylan Loomis. Quick shout out to my newest patron Michael H. Thank you for choosing to support the channel. I'm going to say something weird right now, but it just kind of hit me as I watch this video. If you watch Sean Fain in the background at the beginning, he was basically overflowing with joy, pride, and look, from his perspective, he's out there fighting a righteous fight. Will it all blow up a few years from now? It seems fairly likely, but in this moment, it was pretty cool to see him have those emotions with the President there on his side. They think fighting a righteous fight. I just really like to see happiness, joy, whatever you want to call it in other people.
欢迎来到《电动革命》。我是您的主持人迪伦·卢米斯。先简单感谢一下最新的支持者迈克尔·H。感谢您选择支持本频道。我现在要说的可能有点奇怪，但当我观看这个视频时，有一种感觉突然袭来。如果你在视频一开始的时候留意肖恩·费恩，你会发现他充满了喜悦、自豪和从他的角度来看，他正在参与一场正义的战斗。也许几年后一切都会化为泡影，这似乎是相当有可能的，但此刻看到他在总统身旁有这些情感，真的很酷。他们认为自己在进行一场正义的战斗。我只是喜欢看到别人的快乐、喜悦，或者你可以用任何你想说的词来形容。
With that little feel-good anecdote out there, let's get back to the facts and not get it twisted, it was actually the American taxpayer that bailed out the auto industry between 2008 and 2014. To the tune of $81 billion, those automakers did not save anything themselves. And as I said, this will most likely end very poorly for those involved, Elon just chimed in saying they want a 40% raise and a 32 hour work week, sure way to drive GM, Ford, and Chrysler bankrupt in the Fastlane.
说完了那个让人感到好的典故，让我们回到事实，并不搞混。实际上，2008年至2014年期间是美国纳税人救助了汽车行业。这一救助规模高达810亿美元，汽车制造商们没有自己挽救任何东西。正如我所说的，这对涉及其中的人来说很可能会以失败告终。埃隆刚刚表示，他们想要40%的加薪和每周32小时的工作制，这无疑是将通用汽车、福特和克莱斯勒推向破产的确切办法。
During the EU's evidence gathering phase of this anti-subsidy probe for Chinese EVs, Tesla is now among the companies found to have likely benefited. The entire aim of this probe is to determine to what degree China has subsidized Tesla and other domestic EV players, and the countermeasure is to try to level the playing field. With this, the EU is exposing its manufacturers to potential retaliation, but it's also true that the EU is the most attractive export destination for Chinese companies.
在欧盟对中国电动汽车进行反补贴调查的证据收集阶段，特斯拉现在被发现很可能获益。此次调查的整个目的是确定中国对特斯拉和其他国内电动汽车厂商提供了多少补贴，并采取对策以实现竞争公平。这样做，欧盟暴露了其制造商面临潜在报复的风险，但同时也是事实，欧盟是中国企业最有吸引力的出口目的地之一。
Through the first 7 months of this year, Tesla sold an estimated 93,700 China-made vehicles across Western Europe. The second biggest Chinese exporter was SAIC's MG, with 57.5,000. So far this year, Tesla China is by far the biggest exporter of EVs to Europe. Specifically, the EU is looking into credits from state-owned banks, capital provisions from state investment funds, and provisions of land and electricity. As well as subsidies all the way down the value chain for things like batteries and software. The EU is also saying domestic companies like BMW and Renault that operate joint partnerships with Chinese companies will be included in this probe.
今年前7个月，特斯拉通过中国制造的汽车在西欧销售了约93,700辆。第二大中国出口商是上汽集团旗下的MG品牌，销量为57.5万辆。到目前为止，特斯拉中国是迄今为止向欧洲出口电动汽车最多的企业。具体而言，欧盟正在考虑从国有银行获取信贷、通过国家投资基金提供资金，并提供土地和电力。同时，还将为包括电池和软件在内的整个价值链的企业提供补贴。欧盟还表示，像宝马和雷诺这样与中国企业合作的国内企业也将包含在此调查范围内。
The EU is now looking to consult with the relevant authorities, some in China and the companies to determine the extent to which subsidies may be undercutting EU producers. There's concern within Europe that its companies have fallen behind Tesla and Chinese companies with respect to EV and battery tech, threatening the viability of the EU's car industry, that provides almost 14 million direct and indirect jobs. The big question remains, if the EU takes action here, what will China's retaliation be? On a recent trip to China, an executive vice president of the EU has sought to stabilize the relationship and limit the fallout from the investigation. For now, Tesla is caught right in the middle of this one, but we'll wait and see what if anything the EU chooses to do.
欧盟现在希望与相关机构，包括中国的一些机构和企业进行磋商，以确定补贴是否在削弱欧盟生产者的地位。欧洲内部存在担忧，认为在电动汽车和电池技术方面，其企业已经落后于特斯拉和中国企业，这可能威胁到欧洲汽车产业的生存能力，该产业提供了近1400万个直接和间接就业岗位。最重要的问题是，如果欧盟采取行动，中国将如何进行报复？在最近一次赴中国的访问中，欧盟的副总裁试图稳定两国关系，限制调查所带来的负面影响。目前，特斯拉正陷入其中，但我们将等待并观察欧盟是否会采取任何行动。
We have Tesla expanding the rollout of the magic dock to some new states like Utah, Michigan and Washington state. Now I've seen a lot of people say, why is Tesla doing this if all of these other automakers are adopting the NACS, why would they continue rolling out these CCS magic docks? Don't forget, Tesla took the time to develop this magic dock technology and the more they roll this out, the more access it'll give to non-Tesla owners to charge, which means more revenue for Tesla. Plus, a lot of these NACS announcements aren't going to have native NACS ports on these new vehicles until 2025, most of the time these projects are delayed so it could be 2026, meaning these new electric vehicles built by other companies will still have native CCS ports for the next potentially 2-3 years. We have Moab, Utah, Mackinac City, Michigan and Moses Lake, Washington. So again, Tesla has the tech, they might as well roll it out, take advantage of it for the next few years, and don't forget, not all automakers have yet adopted the NACS, there are still some holdouts.
我们已经看到特斯拉将魔术对接器的推广扩展到新的州份，例如犹他州、密歇根州和华盛顿州。现在我看到很多人会问，如果其他汽车制造商都采用了NACS，为什么特斯拉要继续推出这些CCS魔术对接器呢？不要忘记，特斯拉花了时间来开发这项魔术对接器技术，他们推出越多，非特斯拉车主就能获得越多的充电接口，这意味着特斯拉能够获得更多收入。此外，很多汽车制造商的新车在2025年之前都没有原生的NACS接口，通常这些项目会延迟，所以可能要到2026年，这意味着其他公司造的新电动车在未来可能还会有2-3年的原生CCS接口。我们有犹他州的摩押、密歇根州的麦基纳克城和华盛顿州的莫西斯湖。所以，特斯拉有这项技术，他们不妨推广一下，利用它在未来几年内的优势，而且不要忘记，并非所有汽车制造商都已经采用了NACS，仍然有一些人在观望。
Tesla has lowered the price of the Powerwall 2 to $8,400 before incentives down from $8,700 previously. That price does not include installation. That is United States pricing.
特斯拉将Powerwall 2的价格从之前的8,700美元降低到了8,400美元（不包括安装费用）。该价格不包括安装费用，并适用于美国市场。
We have Anwar Beck reporting that Tesla has filed permits for a 22,000 plus square foot cyber cafe at Gigatexas. This coming from a source construct Intel.com. The word on the street, this will be for employees only. Start of construction October 24th this year, completion date April 30th 2024 cost $10.5 million.
我们获悉，特斯拉已向Gigatexas提交了一个占地22,000多平方英尺的数字咖啡厅的许可证申请，这是来自Intel.com的一位可靠消息人士的报道。听闻只有特斯拉员工可以使用这个咖啡厅。施工计划于今年10月24日开始，预计于2024年4月30日完工，总造价为1050万美元。
But this is probably the highlight of this report. Elon met with Hungary's president yesterday and got a tour of Gigatexas and got a ride in the Cybertruck. Most of the public reporting is saying the conversations were based around the global demographic crisis and the population collapse. They were brainstorming ways to encourage the growth of families and increasing birth rates. Now I'm sure EVs and potentially Starlink were discussed as well. Starlink is active in Hungary since earlier this year. But it should also be noted that EV market to date is pretty small in Hungary with less than 10,000 retail sales in all of 2022.
但这可能是报告的亮点。埃隆昨天会见了匈牙利总统，并参观了Gigatexas，并乘坐了Cybertruck。大部分报道称，会谈主要围绕全球人口危机和人口减少展开。他们正在集思广益，寻找鼓励家庭增长和提高出生率的方法。我相信他们也讨论了电动汽车和潜在的Starlink项目。自今年早些时候以来，Starlink在匈牙利已经开始运营。但需要注意的是，迄今为止，匈牙利的电动汽车市场规模相当小，2022年全年零售销售量不到1万辆。
We did get this image of the new entrance at Gigatexas and now I'm just waiting to see this at night with the lights. From a screenshot of that video, we also got to see that outdoor aesthetic carried inside and potentially a very futuristic looking reception desk inside of Giga Austin.
我们确实获得了Gigatexas新入口的这张图片，现在我只是在等待在夜晚时能看到这些灯光。从视频的截图中，我们还看到了室外的美感延伸到了Giga Austin内部，并且可能会有一个非常 futurist（未来主义）风格的接待台。
Last week we said it was rolling out to employee vehicles. Now Chuck Cook is saying FSD beta 11.4.7.1 on the branch dot 27.6 is downloading to his car now. This is the release that should give this FSD beta group the last 3 or so UI software updates they've been missing.
上周我们说它正在向员工车辆推出。现在查克·库克表示，FSD Beta 11.4.7.1 正在下载到他的车上（分支版本27.6）。这个发布应该会为这个 FSD Beta 小组提供他们一直缺少的最后三个左右的用户界面软件更新。
Is it weird to say I've learned personal lessons from following Tesla? I try to constantly iterate my life and I'm always trying to think from first principles about how I spend my time. I find myself asking myself the question, am I on track to become the best version of myself? Am I spending my time, money and resources in such a way that aligns with my aspirations? I've found that oftentimes removing one bad habit or implementing one good habit each day or each week can result in pretty incredible results over time. So if you want a good habit to start yourself, you can check out AG1, the sponsor of this video. And nothing to lose because AG1 offers a 90 day money back guarantee and do not sleep on the cognitive benefits of avoiding nutrient deficiencies. Studies are out there and continually rolling in. Anyone that's dealt with health issues learns very quickly, health is true wealth. We spend thousands of dollars on tech gear, Teslas, eating out home improvements but we're going to draw the line at a science driven formulation of vitamins, probiotics and whole food source nutrients. I'm just saying, I think it's tough to justify that for any of us. You can head to drinkag1.com slash electrified linked below for 5 travel packs and a 1 year supply of vitamin D3K24 free. I'm confident your future self will thank you.
从关注特斯拉中获得个人经验，这样说会不会很奇怪？我试图不断地改进自己的生活，始终以第一原则思考如何利用自己的时间。我常常问自己这个问题，我是否正在成为最好的自己？我是否将时间、金钱和资源用于符合自己追求的方式？我发现，每天或每周摆脱一个不良习惯或养成一个好习惯，随着时间的推移，能取得令人惊人的结果。所以，如果你想养成一个好习惯，可以看看本视频的赞助商AG1。而且不用担心失去什么，因为AG1提供90天退款保证，不要忽视避免营养不足带来的认知益处。研究结果仍在不断涌现。任何有健康问题的人都会迅速学到，健康才是真正的财富。我们花费数千美元购买科技设备、特斯拉、外出就餐和家居改善，但尚不能苟同以科学驱动的维生素、益生菌和整食营养素为基础的配方。我只是想说，我认为这对于我们中的任何人来说都很难找到合理的理由。你可以前往以下链接drinkag1.com/electrified，获得5个旅行包和一年供应的维生素D3K24免费。我相信你未来的自己会感激你。
About 11 days after reintroducing factory tours at Fremont and Gigatexas after a 4 plus year layoff, Tesla has now quickly removed them from the referral awards program. My guests would be booked up very quickly and hopefully they bring this back sometime in 2024.
在停止四年之后，特斯拉重新开放了弗里蒙特和吉加泰克斯的工厂参观活动，大约11天后，特斯拉迅速将其从推荐奖励计划中移除。我的客人很快就会被预约满，希望他们在2024年能够重新推出这个活动。
For the weekly Tesla China insurance registration data, the number was 13,500. Plugging that data into the table for week 12, comparing that to the same week in quarter two, that number was 16,700. So through weeks 1 through 12 in quarter two, we were at 141.9 thousand. Fast forward to the same first 12 weeks in quarter three. We sit at 133.7 thousand behind the pace still. With about one more week to go in the quarter, it was a very strong week in quarter two, so very unlikely that Tesla somehow exceeds the Q2 numbers for domestic registrations from quarter two. But as I've said before, this was to be expected.
根据每周特斯拉中国的保险注册数据，该数字为13,500。将这个数据放入第12周的表格中与第二季度的同一周进行对比，那个数字是16,700。因此，在第二季度的前12周，我们达到了141,900。快进到第三季度的同样前12周，我们仍然落后于这个速度，达到了133,700。还有大约一周时间结束本季度，第二季度的某一周非常强劲，所以特斯拉很难超过第二季度国内注册数量。但正如我之前所说，这是可以预料的。
Now the number is not official, but I'm hearing that the number for the Model 3 deliveries of this 13.5 thousand was about 500, which would be up from the roughly 250 or so Model 3 deliveries the week prior. The good news for Q3 deliveries, at least parts of Wall Street are gearing up for a Tesla miss. Just remember, we're missing these arbitrary numbers that these analysts are guessing in the first place. I digress, so far the fact set estimate has come down to 461K and we have Pierre Farragu dropping to 438,000. However, he remains confident saying we believe the miss is well anticipated by both the buy side and retail influencers. We also have Baird coming down to 439.2 thousand.
现在的数字还不是官方数据，但我听说Model 3交付数量大约为500辆，相比上周的大约250辆有所增加。至少华尔街的一些机构正在准备迎接特斯拉交付数量的不及预期。请记住，我们实际上无法获得这些分析师猜测的任意数字。现有的数据显示，Model 3的估算交付量下降到了461,000辆，Pierre Farragu的估算数字下降到了438,000辆。然而，他仍然有信心，称我们相信市场买方和零售影响者都已经预测到了交付量的不足。Baird的估算数字也下降到了439,200辆。
Roland said usually the Model Y is the top selling car model in China only in the last month of the quarter when they focus on domestic sales, but this quarter it did so in August the second month of the quarter. Even then, it wasn't even close. The Model Y hit 50.9 thousand sales and the second place model, the BYD Chin Plus, came in with 36.7 thousand.
罗兰德表示，通常情况下，特斯拉的Model Y仅在季度的最后一个月，即他们专注于国内销售时，成为中国最畅销的车型。但在本季度，Model Y在8月份，即季度的第二个月，就实现了这一成绩。即便这样，它的优势仍然相当明显。Model Y销量达到了50.9万辆，而第二名的车型——比亚迪秦PLUS，仅有36.7万辆销量。
So if the Model Y is the best selling car in China for September, which it has a good chance to do, that would be the first time it does that feat for two consecutive months. Two factors at play here, one Tesla unwinding the delivery wave, so that means more Model Y deliveries in China in the second month rather than more in month three. And with the Model 3 upgrades more capacity being allocated to the Model Y as of late.
如果Model Y在9月份成为中国最畅销的车型（这有很大可能性），那将是它连续两个月首次实现这一壮举。这里有两个因素起作用，其一是特斯拉放缓交付浪潮，这意味着第二个月中国会有更多的Model Y交付，而不是在第三个月。其二是由于Model 3的升级，最近将更多产能分配给了Model Y。
Zooming out year to date January through August, the Model Y is China's best selling car so far this year, the Model 3 is in 22nd. And these yellow bars for 2022, it's not all of 2022, it's the same time frame, so also January to August, making these comparisons apples to apples.
放大看今年一月到八月，Model Y 是中国迄今为止最畅销的汽车，Model 3 排在第22位。而这些黄色柱状图代表的是2022年，并不是整个2022年，而是同样的时间范围，也就是一月到八月，以确保比较结果具有可比性。
This one's from Drive Tesla Canada, it was May 8th of this year when Tesla launched in Turkey so far they're only selling the Model Y in that region. If Tesla can deliver more than 10,000 vehicles between that launch date in October, it'll set a new record for delivering the most vehicles in five months in the country. As of the end of August, about 5,000 Model Y's had been delivered, and the reporting is that 3,000 more are scheduled to be delivered in September. That would take Tesla to 8,000 through September, meaning they need just around 2,000 in October to break that record. Certainly some pent-up demand here, but still off to a great start in the first few months in Turkey.
这是来自Drive Tesla Canada的消息，今年5月8日特斯拉在土耳其上市，目前他们只在该地区销售Model Y。如果特斯拉能在10月份的上市日期之间交付超过10,000辆车，将创下该国五个月交付最多车辆的新记录。截至8月底，已经交付了约5,000辆Model Y，并且据报道预计9月份将交付另外3,000辆。这将使特斯拉在截至9月份时达到8,000辆，意味着他们只需要在10月份交付约2,000辆车以打破该记录。肯定存在一些积压需求，但在土耳其的头几个月取得了良好的开局。
Drive Tesla Canada is reporting supercharger pricing in Canada has gone down in British Columbia but gone up in all other provinces. It sounds like the average increase is in the neighborhood of about 25% with one anecdote from Alberta going from 48 to 59 cents per kilowatt hour. Right now, during peak hours in Ontario, supercharging costs 73 cents per kilowatt hour, meaning to go from roughly 20 to 80%, it could cost you about $35.
Drive Tesla Canada报道称，在英属哥伦比亚省，加拿大的超级充电价格已下降，但其他省份的价格则上涨。听起来平均涨幅大约在25%左右，有一例来自阿尔伯塔的口述称价格从48分上涨至59分每千瓦时。目前在安大略省的高峰时间充电费用为每千瓦时73分，这意味着从大约20%充电至80%需要花费约35美元。
Again, where could we be in 20 years? Let's just say, make an ass wild estimate. If every single American drove an electric car in 20 years, there's no gas powered, you know, you and I just driving to the grocery store. It's all electrified. How much roughly would the demand for oil in America fall? A hundred percent? Fifty percent? Less than that. Gesseling demand in the US today is around 9 million barrels a day. We use a little bit more than 20 million barrels a day of oil overall in the US economy. So less than half if you had a magic wand. Looking at Norway's oil consumption, as they have around 90% the adoption, this is for the last decade or so. Most of that time they hovered around 215 barrels per day, and it wasn't until the last few years where they've dipped down to closer to 200 barrels per day. Just a good reminder that there are still a lot of oil uses outside of just the auto industry.
再说，20年后我们会在哪里呢？让我们胡乱猜测一下吧。如果每个美国人在20年内都开电动车，没有燃油车了，你知道的，你和我开车去买东西。一切都电动化了。那美国对石油的需求大约会下降多少呢？百分之百吗？百分之五十？少于这个？目前，美国每天的石油需求大约是900万桶。而在整个美国经济中，我们总共使用的石油量每天略高于2000万桶。所以，如果你有一根魔法棒，那将不到一半。看看挪威的石油消耗情况，他们大约有90%的采用率，大约持续了十年左右。在那段时间里，他们的石油消耗量一直在每天215桶左右，直到最近几年才降到了接近每天200桶左右。这只是一个很好的提醒，除了汽车行业，还有很多其他用途的石油。
The UAW Sean Fane has now made some comments about Ford deciding to pause construction of its battery plant with CATL that was supposed to be for LFP cells. This is a shameful, barely veiled threat by Ford to cut jobs, closing 65 plants over the last 20 years wasn't enough for the big three, now they want to threaten us with closing plants that aren't even open yet. We're simply asking for a just transition to EVs, and Ford is instead doubling down on the race to the bottom.
美国汽车工人工会（UAW）的肖恩·费恩现在对福特决定暂停与CATL建设电池工厂（本应用于LFP电池）发表了评论。这是福特公司的一种可耻、几乎不掩饰的威胁，他们要削减工作岗位，过去20年已经关闭了65家工厂，对于这三大汽车公司来说这还不够，现在他们还要威胁关闭还没开工的工厂。我们只是要求合理地过渡到电动汽车，而福特却在加紧竞争降低成本。
Since we're on the topic, I figured I would mention this. From Detroit News, the Michigan Strategic Fund approved an additional $65 million in incentives for this fund, which is a group that plans to buy property next to the site for the Blue Oval Battery Park, Michigan site. This latest round of funding is slated to buy 800 acres of land directly across the street from the site for this EV battery plant, which is reportedly destined for potential use as a supplier park and infrastructure improvements. As well as supporting business expansion or development opportunities for future not identified projects. And despite Ford's comments yesterday, the state is still confident the automaker will eventually follow through with its plans to build the Blue Oval Battery Park in Michigan.
由于我们正在讨论这个话题，我想顺便提一下这个。根据《底特律新闻》，密歇根战略基金批准了额外的6500万美元激励基金，这个基金将购买蓝椭圆电池园密歇根地点旁边的土地。这轮最新的资金将用于购买临街的800英亩土地，这片土地将用于这个电动汽车电池工厂，并据报道可能会用作供应商园区和基础设施改善工程。此外，这还支持未来尚未确定的项目的业务扩展或发展机会。尽管福特昨天发表了评论，但该州仍然对这家汽车制造商最终会落实在密歇根州建设蓝椭圆电池园的计划表示有信心。
Now we have Ford's partner in this DLCATL commenting on the matter, insisting their partnership with Ford is forging ahead. In a statement, they dismissed news of Ford's suspension of the partnership as fake information, adding that the two parties are making smooth progress. Another Chinese media outlet has said this Ford battery factory suspension is a Black Swan, an unpredictable event with potentially significant consequences. We have a US House committee saying we're encouraged to see Ford take a crucial first step in reevaluating its deal with CATL. Now Ford needs to call off this deal for good. The takeaway, this entire situation is one giant mess.
现在我们有福特的合作伙伴在该文化艺术中心的评论中对此事发表看法，坚称他们与福特的合作正在顺利进行。在一份声明中，他们否认了福特暂停合作的消息是虚假信息，并补充说双方关系进展顺利。另一家中国媒体还称这个福特电池工厂暂停是一场黑天鹅事件，也就是一场具有潜在重大后果的不可预测事件。我们有一个美国众议院委员会表示，我们对福特重新评估与DLIPA的交易表示鼓励。现在福特需要彻底取消这笔交易。总结来说，整个情况非常混乱。
Esther reporting Tesla has created the biggest supercharger in Denmark, upgrading a location to 40 stalls, wanted to pass this one along as it was a pretty unique design I have never seen before. And Denmark now has over 50,000 Teslas on their roads, significant growth over the past 5 years, now making up 2% of all vehicles in Denmark, 20,000 of which are model wise. This was confirmed by a regional lead at Tesla, saying when he joined in 2018, Denmark had just surpassed 4,000 vehicles. Don't worry, I won't spend too much time here, but I did have to at least bring it up.
Esther报道特斯拉在丹麦建造了最大的超级充电站，将一个位置升级为40个充电桩，我想向大家介绍这个设计非常独特的充电站，我以前从未见过。丹麦现在有超过5万辆特斯拉汽车在道路上行驶，在过去的五年中出现了显著增长，现在占据丹麦所有车辆的2％，其中2万辆是特斯拉Model Wise。特斯拉的一位地区负责人证实了这一消息，他表示自己在2018年加入特斯拉时，丹麦刚刚超过了4000辆特斯拉汽车。别担心，我不会花太多时间在这里，但我至少还是要提一下。
We have Bridget Gabriel saying EV's weigh 30-50% more than gas powered cars, not citing any sources, who's going to pay to rebuild the bridges and parking garages that weren't designed to support that much weight. Now she already got community noted stealing a bit of my thunder here. Before I provide a rebuttal, let's just be fair, some EVs are heavier, a lot of them go faster, so if they were to get into high speed accidents with non-EV's that are lighter, that could cause more damage. However, it's also true that these newer EVs are often times much safer. And as I always say, one of the biggest things to focus on here in this game of trade-offs is the air quality that we're breathing. Because again, these emissions that we're all breathing are causing very serious consequences. If you google this topic and find articles on the matter, you'll see most of the reporting immediately jumps to the Hummer EV weighing 9,000 pounds, as if this is some sort of standard for electric vehicles. And there's what, a few hundred of these on the road anyway, so not really that big of a deal. But the average weight of US vehicles has already increased from 3,400 pounds to 4,300 pounds over the last 30 years, as Americans shifted toward pickup trucks and SUVs. So remember that 4,300 pounds as the US average weight. Now let's look at some of the most popular EVs and their weights. As you can see, all of these so far are averaging right around that US average. From JD power, the heaviest Tesla in existence, the Model X Plaid, comes in around 5,300 pounds. Earlier this year, you may have seen that parking garage in New York that did actually collapse. Now it wasn't because of electric vehicles, as far as I know they were still trying to figure out the cause. But at the end of the day, the point really remains, to take all of the benefits of electric vehicles and then to try to argue that because some of these newer EVs may weigh a little bit more, that is somehow a reason to stop the EV transition, it's just totally disingenuous. So it's worth having some counterpoints here because unfortunately this post by this woman got 10.3,000 likes. Plenty of work to do.
我们有布里奇特·加布里埃尔（Bridget Gabriel）说，电动汽车比汽油车重30-50％，但没有引用任何来源，那么谁会承担重建桥梁和停车库的费用呢？她已经引起了社区的注意，让我有点失去了发言的机会。在我提出反驳之前，让我们公平些，确实有些电动汽车更重，很多电动汽车速度更快，所以如果它们与更轻的非电动汽车发生高速碰撞，可能会造成更严重的损害。然而，同样真实的是，这些更新的电动汽车通常更安全。而且就像我经常说的，我们在这个权衡游戏中最重要的事情之一是我们所呼吸到的空气质量。因为我们都在呼吸的这些排放物会导致非常严重的后果。如果你在谷歌上搜索这个主题并找到相关文章，你会看到大多数报道马上就会提到Hummer EV重9000磅，好像这是电动汽车的标准一样。而且，这样的车辆又有多少呢，可能只有几百辆，所以真的不是那么重要。但美国汽车的平均重量已经从30年前的3400磅增加到4300磅了，因为美国人转向了皮卡和SUV。所以请记住4300磅作为美国汽车的平均重量。现在让我们来看一些最受欢迎的电动汽车及其重量。正如你所看到的，到目前为止，所有这些车型的重量都接近美国的平均重量。根据JD Power的数据，目前最重的特斯拉车型是Model X Plaid，重5300磅。今年早些时候，你可能看到纽约的一个停车库实际上坍塌了。据我所知，这并不是因为电动汽车的原因，他们仍然在试图弄清楚原因。但归根结底，重点真的还是要享受所有电动汽车的好处，然后试图争辩说，因为一些这些较新的电动汽车可能会重一些，这就是取消电动汽车过渡的理由，这实在是不诚实。所以在这里还是值得提出一些反对意见，因为不幸的是，这位女士的帖子获得了10.3万个赞。还有很多工作要做。
Now what I'm being told is this is one of the master candidates. It's also called a series 8 vehicle. If you remember the release candidates were series 6, they would have number 6 with a couple other digits. We saw a lot of those all over the country and those numbers went up into the higher 600 number range from some of the vehicles that we saw. But this one as a master candidate is an 800 series. And this is much, much closer to the production that we're going to see. And they're also used to just validate the final production lines, the training of the employees and the ability to do the production which is very, very imminent now. Probably going to be starting up either later this week or next week. From what I'm understanding is Tesla leadership is doing the final evaluation of the Cybertrucks today, later today from when I took the video and pending their approval, then the production can begin officially. But this good view top down kind of a 360 gives you a really good view of this vehicle. And it looks to me like it's in really great condition as far as ready for production.
现在我被告知的是，这是一位主要候选车型之一。它也被称为8系列车辆。如果你还记得，发布版本的车型是6系列，它们会有6这个数字和其他几个数字。我们在全国各地看到了很多这样的车辆，那些数字从600多一直到更高的范围。但是这辆作为主要候选车型的是800系列。而这辆车非常接近我们即将看到的最终产品。它们也被用来验证最终生产线，员工培训以及进行即将到来的生产的能力。可能会在本周晚些时候或下周开始生产。根据我所了解的情况，特斯拉的领导层将在今天对Cybertrucks进行最终评估，待批准后，生产才能正式开始。但是这个俯视全景的360度视角给你提供了一个非常好的车辆观看角度。在我看来，它看起来非常适合生产的条件很好。
From auto news, we know that in 2024 the IRA credit is going to point of sale, meaning that consumers can actually use that $7,500 as a down payment for a vehicle. The dealers take responsibility for covering that and then the government is going to reimburse the dealerships. The problem is with that cash for Clunkers program over the past few years, the federal government didn't do that reimbursement as fast as some of the dealers would have hoped. The Treasury Department said participating dealers will be able to register via an online IRS portal in the next few months. In January, those dealers will be able to submit EV sales info to the IRS and promptly receive payments for transfer to credits. But we have an operating partner at one dealer saying, history would tell us we have a lot to be nervous about. You're going to have plenty of dealers that are not going to be comfortable with that risk waiting for the government to pay. As I said with that cash for Clunkers program, there are horror stories out there that dealers did not get paid for six months. Car dealers are asset rich and cash poor. Cashflow is something we look at every single day at a car dealership. But if that $200,000, the government owes me is the same time I have a big payroll and I have a floor plan to pay off and owe it's tax time. All of a sudden, the dealer is in a cash crunch. One dealer representative said a fair repayment time would be within five to seven days. Once it starts to be any longer than that, dealers will be less likely to lay out the money and wait for it. The National Association of Auto Dealers priorities for a successful implementation include a seamless and simple dealer registration process, ease and repeatability of notices and forms that must be submitted to the vehicle buyer and the IRS and an efficient funding portal for dealer reimbursement. So the dealers will be relying on the government to come up with a website that works and then they've got to pay them in a timely manner. That's a pretty big ask.
从汽车新闻中我们了解到，2024年IRA信用将会应用到购车环节，这意味着消费者实际上可以将7500美元作为购车首付款。经销商将承担这部分费用，然后政府将对经销商进行补偿。问题在于，在过去几年的旧车置换计划中，联邦政府没有以经销商希望的速度进行补偿。财政部表示，参与的经销商将能够在未来几个月内通过在线的IRS门户注册。明年一月，这些经销商将能够向IRS提交电动汽车销售信息，并及时收到转账支付。但是我们有一个经销商的合作伙伴表示，历史告诉我们我们有很多事情要担心。你会有很多经销商对等待政府支付这个风险感到不舒服。就像我说的，旧车置换计划中有一些关于经销商六个月都没拿到款项的恐怖故事。汽车经销商资产丰厚但现金匮乏。现金流是我们每天在汽车经销店都要考虑的问题。但是如果那200,000美元是政府欠我的款项，与此同时我还有高额工资单要支付和要偿还的库存贷款，而且还是交税的时候。突然之间，经销商陷入了现金紧缺的困境。一个经销商代表说，合理的回款时间应该是五到七天内。一旦超过这个时间，经销商就不太可能支付款项并等待回款了。全国汽车经销商协会成功实施的优先事项包括无缝和简单的经销商注册流程，易于重复的通知和必须提交给车辆买家和IRS的表格，以及高效的经销商补偿资金门户。所以经销商将依赖政府提供一个运作良好的网站，并且及时支付他们。这是非常困难的要求。
By the way, if you're wondering why the formatting for some of these sites like the Verge right here look different, I'm in reader mode. It just makes it way easier. Some of these sites are getting out of control with ads and formatting.
顺便说一下，如果你想知道为什么像这个网站（比如The Verge）的格式看起来不同，那是因为我正在使用阅读模式。这使得阅读更加轻松。一些网站的广告和格式设置已经变得过分了。
Earlier this year, we heard about EVGO starting this renew program to actually fix some of its chargers that were not working. Now in the first two quarters of this year, EVGO claims to have upgraded, replaced or decommissioned 120 stalls. That's about the same amount of chargers it had processed in the first three quarters of 2022. They also said it cut station repair times in half over the last 12 months and its new stations all include at least four stalls with many under construction featuring six or more. There are also still staffing more members for its 24-7 customer service. This is from the information which is a paywalled article so we don't get this part but the headline is telling us GM's CTO says the company should make its own batteries. Here's part of the article we do get but nothing about the headline. Just so you guys know, I did pay for an information subscription once in the past for an Elon article but trying to cancel my membership was an absolutely ridiculous experience so again out of principle, I can't do it again.
今年年初，我们听说EVGO启动了一个新的计划来修复一些无法正常工作的充电器。如今在今年的前两个季度，EVGO声称已经升级、更换或废弃了120个充电桩。这大约与2022年前三个季度所处理的充电器数量相当。他们还表示，在过去的12个月里，他们将站点维修时间缩短了一半，并且他们的新站点都至少包含四个充电桩，很多正在建设中的站点则拥有六个或更多。他们还在持续加强24小时客户服务的人员配备。这是根据付费订阅的文章提供的信息，所以我们无法获取文章的这部分内容，但标题告诉我们GM公司的首席技术官表示该公司应该自己生产电池。以下是我们获取到的文章的一部分，但与标题无关。只是为了让你们知道，我曾经为一篇关于埃隆的文章付费订阅，但试图取消会员资格是一次非常荒谬的经历，所以基于原则，我无法再次这样做。
Kramer said he likes Rivian stock right now so if you own some, I'm sorry. From Reuters, a VW will suspend production of ID3 and Cooperborn EVs in Zwickow and Dresden in the first two weeks of October due to weaker demand. Specifically for the ID3, it'll be suspended from October 2 to October 16. We've been talking about it all year, VW is facing competition from Tesla in a growing array of Chinese automakers as well as dampened demand in the European EV market due to high inflation and cuts to subsidies.
克拉默表示他目前喜欢Rivian的股票，所以如果你持有股票，我很抱歉。据路透社报道，大众汽车将在十月的前两周暂停在齐克瓦和德累斯顿生产ID3和Cooperborn电动车，原因是需求疲软。具体来说，ID3将于10月2日至10月16日期间暂停生产。我们今年一直在谈论这个问题，大众汽车正面临来自特斯拉以及越来越多的中国汽车制造商的竞争，同时由于高通胀和补贴削减，欧洲电动汽车市场的需求也受到了抑制。
Uniformed tentative three-year deal with Ford of Canada is in motion. This after uniform members voted by a slim majority over the weekend to ratify the tentative collective agreement. The deal includes an increase of 22% in starting wages for new workers and a commitment to added engine production capacity in Windsor, Ontario. The automaker also pledged to transfer workers currently on defined contribution pensions plans to the Superior Defined Benefits Plan in 2025.
加拿大福特公司和工会签署了为期三年的初步协议，正在进行中。此前，工会成员在周末以微弱多数投票通过了该初步集体协议。该协议包括为新员工提高22%的起薪，并承诺在安大略省温莎增加发动机产能。汽车制造商还承诺，将目前参加确定性贡献养老金计划的员工在2025年转入较优越的定义利益计划。
This is from the Wall Street Journal and for the last three years or so in China, Ford has been trying to sell the Mustang Mach-E Direct to Consumer Copying Tesla. But in August this year, Ford pulled the plug on the direct sales business. The Mach-E has not fared well with sales at a few hundred a month this year, far behind the tens of thousands sold by Tesla and BYD. Ford's market share in China was 2% last year with sales down 61% from 2016 on a wholesale basis. People are pointing to a flawed marketing and sales strategy like not giving Mach-E a Chinese name and underestimating how crowded the EV market would become. They also talked about execution problems including Ford's slowness and introducing direct sales stores. The Mach-E also did not have the best features among rival cars in a similar price range. And Hado Consultant said their EV strategy for China was the Mach-E. When that didn't work out, they didn't have anything. A Ford spokesperson said they're now working with their Chinese partners and they're going to be nimble and decisive enough to pivot to a new plan. We heard Farley say he's going to narrow Ford's focus in China to commercial vehicles, shrink spending, and become light in assets and use the country as an export hub.
这篇文章来自《华尔街日报》，在过去的三年左右时间里，福特一直试图通过直销业务在中国销售Mustang Mach-E，模仿特斯拉的做法。但今年八月，福特终止了直销业务。今年，Mach-E的销量不佳，每月只有几百辆，远远落后于特斯拉和比亚迪数万辆的销量。福特去年在中国的市场份额为2%，按批发计算，销量较2016年下降了61%。人们指出了一个有缺陷的营销和销售策略，比如没有给Mach-E取一个中文名字，并低估了电动汽车市场会变得多么拥挤。他们还谈到了执行问题，包括福特在引入直销商店方面的迟缓。在类似价格范围的竞争对手中，Mach-E的功能也不是最好的。Hado咨询公司表示，他们在中国的电动汽车战略就是Mach-E。当这个计划失败时，他们就什么也没有了。福特的一位发言人表示，他们现在正在与中国的合作伙伴合作，他们将灵活机动，并且足够果断地调整到一个新的计划。我们听说法莱表示，他将缩小福特在中国的重点，专注于商用车辆，在资产方面缩减支出，并将中国用作出口中心。
Ford's Mach-E struggles serve as a cautionary tale for foreign companies in China. Nimble Chinese brands are offering attractive products quickly, often with cutting edge technology, while foreign name brands, even iconic ones like the Mustang no longer guarantee an automatic status in the market. Ford thought the Mach-E would just slide in and do what the Model Y did. But the problem with the direct sales model, if the car volume is small, it becomes a tough proposition. So not only has Ford given up the direct sales Tesla model, but in August they also let a Chinese state-owned car maker Chang Ching take over Mach-E sales customer service and the app. Ford with his new joint venture now plans to launch new EVs in China in 2024. But it'll be a lower investment leaner, much more focused business in China. Quite literally, Ford tried to copy Tesla, just like all of Wall Street said all of legacy OEM was going to do so easily for the last decade, and it did not work.
福特的Mach-E在中国的困境成为了外国公司在中国的一个警示故事。灵活的中国品牌能够迅速推出吸引人的产品，通常还具备尖端技术，而外国知名品牌，即使是如野马(Mustang)这样的标志性品牌，也不能再自动保证市场的地位。福特认为Mach-E会像Model Y那样轻松进入市场并取得成功。但是，如果汽车销量较小，直销模式就会成为一个艰难的选择。因此，福特不仅放弃了特斯拉的直销模式，而且在8月份还让中国国有汽车制造商长城汽车接管了Mach-E的销售客户服务和应用程序。福特与新的合资企业计划于2024年在中国推出新的电动汽车。但这将是一个投资较少、更加专注的中国市场的业务。可以说福特试图复制特斯拉，就像华尔街过去十年中一直在说的那样，但并没有成功。
The Polestar 3 is almost done with development and testing, the latest Q1 2024 production in the United States. Here we have smart phone maker Huawei, pairing up with China-owned Sherry Auto to release their Luxeed S7 EV saying it'll be superior to Tesla's Model S. This car will be unveiled in the Chinese market in late November. We'll be watching.
Polestar 3的开发和测试工作已接近完成，最新预计2024年第一季度在美国开始生产。在这里，我们有智能手机制造商华为与中国国有的Sherry Auto合作，计划推出他们的Luxeed S7电动汽车，称其将超越特斯拉的Model S。这款车将于11月底在中国市场发布。我们将密切关注。
From auto news, a US auto supplier group just urged Biden to provide federal assistance to help auto parts companies impacted by the UAW strikes. Asking for help to ensure the viability of this critical industry sector, without federal assistance, the ability of the auto industry to resume full manufacturing capacity is at risk. They're asking for low interest loans and loan forgiveness. Biden on the picket line today became the first sitting president in modern history to join a picket line.
来自汽车新闻，一个美国汽车供应商团体刚刚敦促拜登提供联邦援助，以帮助受美国汽车工人联合会罢工影响的汽车零部件公司。他们请求援助以确保这个关键行业的可持续发展，如果没有联邦援助，汽车行业恢复全面生产能力的能力将受到威胁。他们要求提供低利息贷款和贷款免除。拜登今天在罢工队伍中成为现代历史上第一个加入罢工队伍的现任总统。
From auto news, Mercedes decided to participate in the application process for production-related tax relief. They're looking to expand their plant in Alabama to produce the all-electric GLC in 2026 and wants to build fully electric delivery vans and medium-sized luxury transporters on the new VAN.EA platform in South Carolina. A final decision is expected later this year or early next year.
据车辆新闻报道，梅赛德斯决定参与与生产相关的税收减免申请程序。他们计划扩大位于阿拉巴马州的工厂，以在2026年生产全电动GLC，并希望在南卡罗来纳州的新VAN.EA平台上建造全电动运货车和中型豪华运输车。最终决定预计将于今年晚些时候或明年初做出。
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