If This Is for Tesla... / The Industry Reconsidering EV's / Ford's Damage Control ⚡️

Welcome to Electrified, it's your host Dylan Umus, quick shout out to my newest patron, Jim Kay. Thank you for choosing to support the channel. In my opinion, battery energy storage is still slept on by many Tesla investors and definitely the general public, so I want to make sure I'm trying to keep us all informed on this market.

欢迎来到Electrified，我是主持人Dylan Umus。首先，特别感谢我最新的赞助人Jim Kay，谢谢你选择支持本频道。在我看来，许多特斯拉投资者和普通大众对电池能量储存还没有足够重视，因此我希望确保向大家传达有关这个市场的信息。

So here we have just one state in the United States, New York, looking for 3 gigawatts by 2025 of battery energy storage. Remember, gigawatts is power or what's flowing through the hose and then gigawatt hours would be the capacity basically how big is the bucket. A very loose rule of thumb to go from gigawatts power to gigawatt hours capacity would be to multiply by 3. That number will vary region to region but in the United States the average duration for these battery storage projects is about 3 hours.

在美国，纽约州是唯一一个希望到2025年实现3吉瓦的电池储能的州。记住，吉瓦表示功率或通过水管流动的能量，吉瓦时则表示容量，也就是桶有多大。从吉瓦的功率转换为吉瓦时容量的一个很粗糙的经验法则是乘以3。这个数字会因地区而异，但在美国，这些电池储能项目的平均持续时间约为3小时。

Bear in mind, Tesla offers both 2 and 4 hour duration megapacks. So this 3 gigawatt target could be right around 9 or 10 gigawatt hours or 1 fourth of Tesla's entire capacity at its megapack factory in Lathrop.

记住，特斯拉推出了2小时和4小时两种容量的超级电池组。所以这个3千兆瓦的目标可能接近9或10千兆瓦时，即特斯拉在拉索普特超级电池组工厂的全部产能的四分之一。

New York is having some challenges with deployment but the 2 biggest states for battery storage, Texas and California so far. In California, the Kaizo market surpassed 5 gigawatts deployed earlier this year and in Texas the Urcaught market could surpass 10 gigawatts of deployments by the end of this year. 10 gigawatts could be about 40 gigawatt hours.

纽约在部署方面遇到了一些挑战，但目前最大的两个州，德克萨斯和加利福尼亚，在储能方面取得了一些进展。在加利福尼亚，今年早些时候，Kaizo市场的储能容量已经超过了5吉瓦，而在德克萨斯，Urcaught市场的储能容量可能在今年年底之前超过10吉瓦。10吉瓦大约相当于40吉瓦时。

One of the main challenges for deployments in New York is actually fire safety as since May of this year they've experienced 3 fires at battery storage locations. Another point to drive home, it's not just major solar or wind farms that can capitalize on these battery storage systems, there are many smaller scale applications like Starbucks that can capitalize as well. I said the US average was 3 hour duration systems but in California most best projects have 4 hour duration. And as of today, California now has 6.6 gigawatts or in the neighborhood of 25 gigawatt hours of best online in the state.

在纽约部署的主要挑战之一实际上是防火安全，因为从今年5月以来，他们已经在电池储存场所发生了3起火灾。另一个要强调的是，不仅是大型太阳能或风能发电厂可以利用这些电池储存系统，像星巴克这样的小规模应用也可以利用。我说美国的平均持续时间是3小时，但在加利福尼亚，大多数最佳项目的持续时间为4小时。截至今天，加利福尼亚州现在有6.6千兆瓦或相当于25千兆瓦小时的最佳在线。

I've talked in the past about the huge opportunity for Tesla in the Indian market when it comes to battery storage and recently Narendra Modi announced plans for 12 gigawatt hours of battery storage, a project costing $2.5 billion although it's not set to come online until 2029. And a market Tesla already has experience in Australia just today was announced the world's most volatile electricity market. NEM is not net energy metering but national electricity market. The takeaway, Australia has an urgent need for energy storage to mitigate that volatility, looking at some of the next closest when it comes to volatile electricity, Japan and the Philippines but also select regions in the US including California and Texas.

过去我曾谈论过特斯拉在印度市场上在电池储存方面的巨大机会，最近纳伦德拉·莫迪宣布了12千兆瓦小时电池储存计划，这个项目耗资25亿美元，尽管计划于2029年才上线。而特斯拉已经在澳大利亚市场有经验，在今天刚刚宣布成为世界上最波动的电力市场。NEM不是净电能计量，而是国家电力市场。结论是，澳大利亚迫切需要能源储存来缓解这种波动，观察一些接近的电力市场，如日本和菲律宾，以及美国的一些地区，包括加利福尼亚和德克萨斯州。

RICEAD a research firm has concluded that by 2050 Australia alone would need 640 gigawatt hours of energy storage or the equivalent of about 16 Tesla megapack factories to supply this one market. And believe it or not those figures are actually more conservative than what the Australian state organizations have been throwing out there. No worries I'll continue to harp on the Tesla energy story as I've done now for the last year if not longer.

一家名为RICEAD的研究公司得出结论，到2050年，仅澳大利亚就需要640吉瓦时的能源存储量，相当于大约16个特斯拉超级电池组工厂的产能，以满足这个市场的需求。而且让人难以置信的是，这些数字实际上比澳大利亚国家机构提出的更为保守。不用担心，我将继续关注特斯拉能源的发展，像去年以及更长时间以来一直在做的那样。

One last thing for today, at the end of Q3 Tesla had $1.9 billion in unsatisfied performance obligations that they will actually recognize over time. So if you do the math and divide that by Tesla's new diluted shares outstanding, that gives you 55 cents in earnings per share that Tesla will recognize at some point in the future. They just have not done it yet. Tesla's second megapack factory in China was supposed to break ground Q3 of this year. The last we heard their goal was to begin production in the second quarter of 2024.

今天最后一件事，截至第三季度末，特斯拉有19亿美元的未完成履约义务，它们将在未来一段时间内予以确认。因此，如果你计算并将其除以特斯拉新的摊薄流通股份，你将得到每股收益55美分，这是特斯拉将在未来某个时候确认的。他们只是还没有做这个确认。特斯拉在中国的第二家巨型储能电池工厂原计划于今年第三季度奠基。我们上次听说，他们的目标是在2024年第二季度开始生产。

One of the reasons I started a YouTube channel in the first place, I knew I wanted my career to be location agnostic. We loved travel, we love our adventures. Many of you know Vessi for their 100% waterproof shoes and now they have a lot more styles plus this new overcast 100% waterproof jacket. Ashley and I chose to support Vessi for many reasons but one that deserves more attention is their water initiative supporting programs with partnerships to provide fresh water where it's needed most. And yes of course also because we think the products are awesome, comfortable, useful, stylish in our opinion. These are the new Soho's made of Diamitex material for breathability and waterproofing with removable insoles for custom inserts. These are the everyday classic, incredibly comfortable, great for walks with my wife and anything really, I've even worked out in these.

一开始我创办YouTube频道的原因之一就是，我知道我想要一个无所在乎地点的职业。我们喜欢旅行，我们热爱冒险。你们中的许多人可能知道Vessi这个品牌，他们以100%防水鞋而闻名，现在他们还有更多样式，还有这款全防水的新款外套。Ashley和我选择支持Vessi有很多原因，但其中一个值得更多关注的是他们的水资源计划，通过合作伙伴提供最需要的地方的淡水。当然，我们也觉得产品非常棒，舒适、实用、时尚。这款新款Soho是由Diamitex材料制成的，具有透气和防水功能，可拆卸鞋垫可供定制插入。这是一款日常经典款，非常舒适，很适合和妻子散步，实际上我甚至在这双鞋上锻炼过。

It's been dry where I'm at as of late but the jacket is the perfect weight to keep you warm on a cool morning or night and you can flip up the hood if the rain moves in. They do have waterproof gloves and shoreline bags and I do think a lot of you could find something that you enjoy if you do decide you want to support the channel. So if you want to keep your city adventures going, rain or shine you can check out Vessi.com slash electrified link below to get 15% off your order using my link.

我所在的地方最近一直很干燥，但这款夹克外套正好适合在凉爽的早晨或夜晚保持温暖，如果下雨的话，你可以拉起帽子。他们还有防水手套和海滨包，如果你决定要支持频道，我相信你们中的很多人都会找到自己喜欢的东西。所以，如果你想继续进行城市探险，无论是晴天还是雨天，你可以点击下方的Vessi.com/electrified链接，使用我的链接将享受15%的折扣。

Enjoy.

请享受。 这句话的意思是，希望你能尽情享受。

Drive Tesla reporting that Tesla is planning to open a 60,000 square foot which as far as I know would be the largest in Canada service center in the fall of 2024 in Hamilton, Ontario.

Drive Tesla报道称，特斯拉计划于2024年秋季在加拿大安大略省汉密尔顿开设一个面积达6万平方英尺的服务中心。据我所知，这将是加拿大最大的特斯拉服务中心。

Tesla Europe posted the Model Y just broke the record for the most sold car in a single year in Denmark, a record that was held since 2013. Clearly, there's still time left this year for Tesla to further improve on this new record. I found some unofficial user tracked data showing that Tesla may have delivered 12.9 thousand Model Y's so far this year in Denmark which would surpass the 12.9 thousand units of the VW up that previously held the record. This is the sub $25,000 vehicle that was just dethroned.

特斯拉欧洲在丹麦宣布，Model Y刚创下了单年销量最高纪录，超过了2013年创下的记录。显然，今年还有时间让特斯拉进一步提升这个新纪录。我找到了一些非官方的用户追踪数据显示，特斯拉今年在丹麦可能交付了12,900辆Model Y，超过之前保持纪录的12,900辆大众up。这款价格低于25,000美元的车型刚刚失去了王位。

We already talked about this earlier this week so Tesla charging on X is a little slow but they did indeed make it official that the Sparks Nevada V4 site is indeed live. And according to Sawyer, most likely from a community submission, two more V4s just opened in Spain.

本周早些时候我们已经讨论过这个问题了，所以特斯拉在X上充电的速度有点慢，但他们确实正式宣布斯帕克斯内华达州V4站点已经正式上线。而且据索耶说，很可能是根据社区提交，西班牙又新增了两个V4站点。

Here we have consumer reports saying that Ford's blue cruise remains their top rated ADAS system. Just in case anybody is new to the story, if you go to consumer reports, fill in the anthropic partners right on their website, you will see the first company listed the Ford Foundation. I'll let you make of this whatever you will. For your daily dose of comedy and the write up they said Tesla, once an innovator in ADAS with its autopilot system, remains in about the middle of the pack. After all this time, autopilot still does not allow collaborative steering and doesn't have an effective driver monitoring system. While other automakers have evolved their adaptive cruise control and lane centering assist systems, Tesla has simply fallen behind. Part of the problem, the tests they conducted really only focused on steering, speed and driver monitoring. They said automatic lane changes and reacting to traffic lights were not evaluated. I won't waste your time with this but they had Ford first place with an overall score of 84. One second place was super cruise with a score of 75. And you have to go all the way down below VW to find Tesla's autopilot that got a score of 61. I'm pretty confident everybody out there that's experienced the Tesla NAG would have something to say about keeping the driver engaged, getting a score of 3 out of 10. Confusingly though in the write up they also say most advanced driver assist systems however do not adequately monitor drivers. Some of this testing was done in quarter 4 last year and then some was done between June and August of this year. Honestly though, for me consumer reports is effectively irrelevant so if you want to go read more of the detail it's certainly out there for you.

在这里我们有消费者报告，称福特的蓝色巡航仍然是他们评分最高的ADAS系统。以防有人对故事不了解，如果你去消费者报告，在他们的网站上填写人拟定合作伙伴，你会看到福特基金会名列第一。我会让你自己理解这其中的含义。关于每日的喜剧剂量以及文章中他们说特斯拉，曾经以其自动驾驶系统成为ADAS的创新者，如今仍处于中游水平。经过这么长时间，特斯拉的自动驾驶仍然不允许合作驾驶，并且没有有效的驾驶员监控系统。而其他汽车制造商则不断发展他们的自适应巡航控制和车道居中辅助系统，特斯拉则落后了。问题的一部分在于，他们进行的测试实际上只关注了转向、速度和驾驶员监控。他们表示没有评估自动变道和对交通信号的反应。我不想浪费你的时间，但他们将福特排在第一，总分为84。第二是超级巡航，得分为75。要一直往下拉到大众汽车下面，才能找到特斯拉的自动驾驶，得分为61。我相当有信心，所有经历过特斯拉NAG（驾驶员驾驶策略系统）的人对保持驾驶员专注度的问题都有话要说，得分3分（满分10分）。然而，在文章中令人困惑的是他们还说大多数先进的驾驶员辅助系统都没有充分监控驾驶员。其中一些测试是在去年第四季度进行的，其他则是在今年6月至8月之间进行的。但对我而言，消费者报告实际上是不相关的，所以如果你想阅读更多详细信息，肯定是可以找到的。

Joe Tettmeyer shared some images today of cyber trucks out and about at Giga Texas but one in particular was cool to look at. What we have here is a cyber truck body marked scrap in the recycling yard. No takeaways for me really it's just something we don't see every day.

乔·泰特迈尔今天分享了一些在德克萨斯吉加工厂外拍摄的赛博卡车照片，但其中一张特别吸引人。这张照片显示的是在回收场中标有“废品”的赛博卡车车身。对我来说，并没有什么特别的收获，只是这种情景并不常见。

On LinkedIn we have a sales lead from LK machinery one of the bigger companies making Giga press machines in the world saying tomorrow they're taking the wraps off the LK 16,000 ton die casting machine which I believe is the first in the world. Here you have the image now in this moment we don't know who this is going to but there's a chance that tomorrow we actually find out. I think most of our minds are going to a similar place going back to that Reuters article where some sources said Tesla would need new bigger Giga presses with massive clamping power of 16,000 tons or more to do that single piece casting. So yes this is certainly something to watch and potentially incredibly exciting but no guarantees just yet.

在LinkedIn上，来自世界上最大的Giga压铸机制造公司之一LK机械的销售线索表明，他们将在明天公开LK 16,000吨压铸机，我相信这是世界上第一台。现在，我们不知道这个消息将传达给谁，但明天我们可能会找到答案。我想大多数人的想法都会回到那篇路透社的文章上，其中一些消息来源说特斯拉需要新的更大型、具有16,000吨或更大夹紧力的Giga压铸机来完成单件铸造。所以，这肯定是一件值得关注和潜在令人激动的事情，但还没有任何保证。

So nobody gets excited Tesla's cyber beer and cyber steam limited edition set is already sold out but Arthur on X shared a video of an unboxing that some of us won't get to do.

所以没人会对特斯拉的网络啤酒和网络蒸汽限量版套装感到兴奋，因为它已经售罄了。但是X上的Arthur分享了一个视频，一些人可能没有机会进行拆箱体验。

This paying was in the news affair mount today for its tech day event but it's tough to decipher what's actually going to make it to production and what's more of a marketing ploy.

这则新闻中，该公司的技术日活动备受关注，但很难分辨哪些实际会进入生产阶段，哪些更多只是营销手段。

One project they unveiled was a modular flying car with a parent vehicle that can replenish the flying car's energy. Not really a surprise that the parent vehicle looks very similar to a cyber truck. They did say this has potential for emergency services and it's being developed with a focus on mountain rescue.

他们展示的一个项目是一种模块化飞行汽车，配备能够为飞行汽车补充能源的母车。毫不奇怪，母车看起来非常类似于一个电动卡车。他们表示这个项目对紧急服务有潜力，并且正在专注于山地救援方面进行开发。

They also announced a new robot the PX5 and here's an image so if you were wondering if X-Pang was still a mini Tesla I'd confidently say that's a yes. And by that I just mean they're still trying to copy Tesla's playbook and they're definitely inspired to put it politely by Tesla's designs.

他们还宣布了一款名为PX5的新机器人，这是一张图片，所以如果你想知道X-Pang是否仍然是一辆迷你特斯拉，我可以自信地说是的。通过这句话，我只是意味着他们仍然在努力模仿特斯拉的战略，并且他们明显对特斯拉的设计表示赞叹（婉转地说）。

The UAW started these negotiations with the big 3 wanting 40% raises and now they've come out saying they're looking for at least 25% which would be 2% of the gap between where some of the other automakers have made an offer. But we have to keep in mind these targets could shift. Bill Ford said we could live with a deal we have proposed but just barely. This reporting has both sides the closest they've been so far by far so maybe the end is in sight.

美国汽车工人联合会（UAW）在与三大汽车制造商的谈判开始时希望获得40%的加薪，现在他们表示至少要求25%，这将占到其他一些汽车制造商提出的要求的差距的2%。但我们必须牢记这些目标可能会发生变化。比尔·福特（Bill Ford）表示，我们可以接受我们提出的协议，但勉强而已。这份报道使双方迄今为止的距离最近，所以也许结束已近在眼前。

Here we have Toyota saying that EVs are only for the few specifically talking about the Australian market. Toyota Australia just said EVs are less suitable for Aussies than hybrids on the same day that they announced their refreshed BZ4X. Their VP of sales said EVs currently don't make sense in countries like Australia where the majority of electricity continues to come from coal fired power stations. And reading the next line will tell you why they're saying what they're saying. Toyota has been the market leader for hybrid vehicles in Australia for more than 2 decades. And as the Model Y has been Australia's best selling SUV year to date, naturally Toyota will want to slow that trend down. So they said right now hybrid vehicles are a better fit than BEVs for most consumers. They're more affordable and don't require charging infrastructure. Their cars for the mass is not for the few. We went on to say rest assured our Australian customers will be offered Toyota BEVs in multiple segments in the coming years. Then in a conflicting statement they said it's all about when for EVs and they said now is absolutely the right time and it all starts with the BZ4X. Toyota's excuse is the same as it's always been. They said it'll take many years before we have enough battery material and renewable energy to support mass adoption of BEVs. The diversity of technologies is Toyota's strength. I'm not so sure that's the case. Toyota's scientists are saying that the raw materials required for one BEV could instead be used to make 6 plug-in hybrids or 90 HEVs. As I've said in a video in the past, this is really just Toyota not wanting to do the hard work of building out new supply chains for full battery electric vehicles and learning all of those new competencies. They'd rather spend time trying to publicly justify why they're going to keep doing what they've always done.

在这里，我们有丰田表示电动汽车（EV）只适合少数人，特别针对澳大利亚市场。丰田澳大利亚刚刚表示，相比于混合动力车型，EV对澳大利亚人来说不太合适，而就在同一天，他们宣布了全新的BZ4X车型。丰田澳大利亚销售副总裁表示，目前EV在像澳大利亚这样的国家并不合理，因为大部分电力仍然来自燃煤电站。如果读完下一句，你就会明白他们为什么这么说。丰田已经在澳大利亚市场上领先销售混合动力车辆超过20年。而且，由于到目前为止，Model Y一直是澳大利亚最畅销的SUV，自然而然，丰田希望减缓这一趋势。因此，他们说现在对于大多数消费者来说，插电混合动力车型比纯电动汽车更合适。这种车型更经济实惠，不需要充电基础设施。他们生产的车辆是为大众而非为少数人。接着我们说，放心吧，我们的澳大利亚客户在未来几年内将有多种丰田电动汽车可供选择。然后，在一个矛盾的声明中，他们又说，关键在于时间，他们说现在绝对是合适的时机，BZ4X将拉开序幕。丰田的借口和以往一样。他们说在我们能够支持大规模采用纯电动汽车的电池材料和可再生能源充足之前，还需要多年的时间。技术多样性是丰田的优势。我不太确定是否如此。丰田的科学家们表示，制造一辆电动汽车所需的原材料可以用来制造6辆插电式混合动力汽车或90辆普通混合动力汽车。就像我在过去的视频中所说的那样，这实际上只是丰田不愿意为全电动汽车建立新的供应链和学习所有这些新技能所带来的辛苦工作。他们宁愿花时间公开辩解为什么要继续做他们一直在做的事情。

Chris Zhang on X shared this video of an FSD-like function from the latest version of X-Pang. Just a quick reminder though, X-Pang uses HD maps and LIDAR. I'd also add it's not really the detection of your environment that's the hardest thing but rather the decision making of the actual system.

克里斯·张在X上分享了一段来自最新版本X-Pang的类似全自动驾驶功能的视频。然而，我想提醒一下，X-Pang使用高精度地图和激光雷达。我还想补充一点，最困难的并不是对周围环境的检测，而是实际系统的决策制定过程。

And if for some reason you needed another anecdote of how X-Pang is a knockoff Tesla, here you go. Trevor Milton, a name we haven't heard about in a long time which has been nice, was ordered to pay $165 million in damages back to Nikola. His sentencing for fraud is scheduled for November 28.

如果由于某种原因，你需要另一个关于X-Pang是山寨版特斯拉的轶事，那么这里就有一个。特雷弗·米尔顿这个名字我们已经很久没有听到了，这是一件好事，他被判赔偿1.65亿美元给尼古拉公司。他的欺诈判决将于11月28日宣布。

Here we have Nissan considering electrification. But their product strategy boss said it could be a while. Eventually, we will have to electrify the truck. They're exploring a lightweight pickup truck that could come to market at the start of the next decade. According to a Nissan dealer, Nissan will aim for affordability. They don't want to be in the Rivian or Cybertruck space. Nobody knows the Cybertruck price. He said they want to be in the affordable $40,000 range. But this could be more than eight years from now.

在这里，尼桑正在考虑电动化。但是他们的产品策略负责人表示，这可能需要一段时间。最终，我们将不得不让卡车电动化。他们正在探索一款轻型皮卡，可能会在下一个十年初进入市场。根据一位尼桑经销商的说法，尼桑将以价格亲民为目标。他们不想进入Rivian或Cybertruck的市场。没有人知道Cybertruck的价格。他说他们希望在可承受的40,000美元范围内。但这可能要再过八年以上。

Honda is now shelving plans to jointly develop affordable EVs with GM due to a changing business environment. Honda CEO said after studying this for a year, we decided this would be difficult as a business, so at the moment we're ending development of an affordable EV. GM and Honda will search for a solution separately. This project itself has been cancelled. The joint venture for affordable EVs off the table, but they said GM and Honda continue to work on co-developed EVs like the Acura ZDX and the Honda Pro Log. They're still working on fuel cell tech and autonomous ride vehicles.

由于业务环境的变化，本田现在搁置了与通用公司共同开发价格亲民的电动汽车的计划。本田首席执行官表示，在研究了一年之后，我们决定这在商业上将会很困难，所以目前我们结束了价格亲民电动汽车的开发。通用和本田将分别寻找解决方案。这个项目本身已经被取消了。价格亲民电动汽车的合资企业不再进行，但他们表示通用和本田仍在继续合作开发类似 Acura ZDX 和 Honda Pro Log 的电动汽车。他们仍在致力于燃料电池技术和自动驾驶出行工具的研发。

As you can see in this last paragraph, GM is still talking out of both sides of its mouth right now, saying they still plan to deliver a comprehensive portfolio of EVs across categories, including lower cost models. We'll believe it when we see it.

正如您在最后一段中所看到的，通用汽车目前仍然在两面三刀地说话，声称他们仍计划提供包括低成本车型在内的各个类别的综合电动车产品组合。我们将在看到实际行动之后才会相信。

We did get some clarification from yesterday. A GM spokesperson said that $5 billion commitment that GM was not going to spend when Mary Barra was speaking was for the Honda EV partnership. I won't at all be surprised if this is also cancelled, but last week Honda said it aimed to establish a joint venture with GM and Cruz in the first half of next year to begin a driverless ride hail service in Japan in early 2026.

我们确实从昨天得到了一些澄清。通用汽车的发言人表示，玛丽•巴拉发言时所说的50亿美元承诺是用于与本田的电动汽车合作伙伴关系。我一点也不会感到惊讶，如果这个计划也被取消的话。不过上周本田表示，他们计划在明年上半年与通用汽车和克鲁斯建立合资企业，从2026年初开始在日本进行无人驾驶叫车服务。

It's important to note these UAW negotiations are now having global implications. So those announcements for $28 billion of joint battery factories between the big three and companies like LG, SK and Samsung are now all in question. SNE research has said the cost of running plants in the US is already about twice the cost of other regions. Now these companies are hesitant about the cost increases in these UAW negotiations, and certain component makers are now reconsidering their plans. It's really going to boil down to the increased labor costs versus how much money these companies will be able to get from the government in terms of tax credits and incentives. Don't forget the $11.7 billion in loans that have been offered to Ford and GM from the Department of Energy.

需要注意的是，这些UAW（美国汽车工人联合会）的谈判现在已经带来了全球影响。所以那些有关三大汽车公司与LG、SK和三星等公司之间共同建立价值280亿美元的电池工厂的宣布现在都存在疑问。SNE研究已经指出，在美国经营工厂的成本已经是其他地区的两倍左右。现在这些公司对于这些UAW谈判中的成本增加有所犹豫，而某些零部件制造商正在重新考虑他们的计划。这真的将归结为劳动力成本的增加与这些公司能够从政府获得多少税收抵免和激励的金钱之间的比较。不要忘记，能源部已经向福特和通用公司提供了117亿美元的贷款。

An automotive professor has said we were too optimistic about the IRA just thinking about the credits only. They should consider slowing down the pace of aggressive investments in the US.

一位汽车教授表示，我们在考虑IRA（个人退休账户）时过于乐观，仅仅考虑了投资回报。他们应该考虑减缓在美国激进投资的速度。

Apparently it's not just X-Pang who's debuting flying cars but we have Subaru who, bear in mind currently, only has one EV available, the Solterra, which is basically the busy forex with a different badge. So they're really doing nothing on their own in terms of electrification, but they're maybe skipping that and going to flying vehicles. And yes, I know these mobility shows can be four concepts like this, but I really think they should be spending their time focusing on an EV of their own.

显然，不仅 X-Pang 正在推出飞行汽车，Subaru 也加入了这一行列。请注意，目前 Subaru 只有一款可用的电动车 Solterra，实际上它与另一款车型只是一个不同标志的繁忙外汇。所以在电气化方面，他们实际上没有做任何事情，但他们可能跳过这一步，直接转向飞行交通工具。是的，我知道这些移动展示会有很多类似的概念，但我真的认为他们应该把时间花在发展自己的电动车上。

And what I believe is a cost reduction attempt Ford is offering unpaid leave to UAW factory workers at a plant in Louisville. The workers can select a two week period before October 25th. Ford did say however this is part of their normal course of operations and it's not related to the UAW strike.

福特正在试图降低成本，他们向路易斯维尔工厂的UAW工人提供无薪休假。工人们可以在10月25日之前选择一个为期两周的时间段。然而，福特表示这是他们正常运营的一部分，与UAW罢工无关。

It looks like Vin Fast will pursue a hybrid approach when it comes to selling its vehicles in the United States, they're going to do direct to consumer like Tesla but so far that's only in California. Now they're looking to add 27 dealers into the mix in phase one. Some of the dealers they're looking to onboard in phase one are listed here. This would be the first of three or four phases. It's possible there could be a few Vin Fast dealerships operating this year, but in 2024 they said that number will be significant. Vin Fast plans to sell four crossovers in the US and build three at a future factory in North Carolina starting in 2025. By the end of this year, Vin Fast expects to introduce a second US model, the VF9 three row crossover starting at 84.2 thousand.

看起来Vin Fast在美国销售其车辆时将采取混合方法，他们将像特斯拉一样直接面向消费者销售，但目前仅在加利福尼亚州进行。现在他们正在寻求在第一阶段增加27个经销商。一些他们在第一阶段寻求接受的经销商在此列出。这将是三到四个阶段中的第一阶段。今年可能有一些Vin Fast经销商开始运营，但他们表示2024年这一数字将会相当大。Vin Fast计划在美国销售四款跨界车，并从2025年开始在北卡罗来纳州的未来工厂生产三款车型。到今年年底，Vin Fast预计将推出第二款美国车型，名为VF9的三排跨界车，起价84.2万美元。

Ford is increasing the prices of some F-150 lightning variants. You may recall when they launched this vehicle they said it was going to start below $40,000 and then very quickly it started going up from there. The price hikes for the 2024 model year will be anywhere from 2000 to $9,500. The way I see it Ford may be coming to the realization that they're going to sell less of this vehicle than they originally thought, so if production is going to be somewhat limited, the only way to mitigate this unfortunate situation for Ford is to charge higher prices.

福特正在提高部分F-150 Lightning车型的价格。你可能还记得当他们推出这款车型时，他们曾表示起步价将低于40,000美元，然后很快价格就开始上涨了。2024年款车型的价格涨幅将在2,000到9,500美元之间。在我看来，福特可能意识到他们原本认为销售量会比较大，但实际上可能要少一些。所以，如果生产量将会有所限制，福特为了应对这个不幸的情况，唯一的办法就是提高价格。

Exhibit A that price hikes don't always signify huge demand and price cuts don't have to signify falling demand.

展品A表明，价格上涨并不总是意味着巨大的需求，而价格下调也不一定意味着需求下降。

No video for me tomorrow on Thursday I have some family coming in so I'll be spending time with them. Don't forget check out Vessie linked below. I do not think he will be disappointed. Thank you if you do. 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.

明天星期四我没有视频，因为有些家人要来，所以我会和他们一起度过时间。不要忘记查看下方链接的Vessie。我觉得你不会失望。如果你这么做了，谢谢你。你可以在下方找到我的X账号。如果你喜欢这个视频，请给我点赞，感谢我的所有Patreon支持者。