Pent Up Tesla Demand / 690 Mile EV Truck / RIVN & LCID Earnings ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to an updated patron, JB. Thank you for choosing to support the channel. From the times of India, the Indian government is now aiming to have all necessary clearances in place by January 2024 when it comes to Tesla's potential factories in India.

欢迎来到Electrified，我是主持人迪伦·卢米斯。快速致谢给最新的赞助人JB。感谢您选择支持本频道。根据《印度时报》的报道，印度政府计划到2024年1月为特斯拉在印度的潜在工厂办理所有必要的审批手续。

At a recent meeting, they emphasized the need to expedite approvals for Tesla's proposed investment in India. As we've heard in the past, Tesla has expressed interest in bringing its supply chain over to the Indian market. And right now, the Indian government has been tasked with eliminating any differences between the two sides.

在最近的一次会议上，他们强调了加快批准特斯拉在印度提出的投资的必要性。我们过去听说过，特斯拉对将其供应链带到印度市场表达了兴趣。目前，印度政府已被要求消除双方之间的任何分歧。

One of the biggest points of contention has been on import duties. They're saying Tesla has sought a 40% import duty on fully assembled EVs when right now it's 60% on cars below $40,000, any car above that threshold it's actually 100%. To address that issue, the Indian government is considering introducing a new import policy category that would lead to lower taxation for environmentally friendly vehicles.

其中一个最大的争议点在于进口关税。有人表示，特斯拉要求完全组装的电动汽车征收40%的进口关税，而目前低于4万美元的汽车关税为60%，而高于此金额的汽车实际上需要征收100%的关税。为了解决这个问题，印度政府正考虑引入一个新的进口政策类别，以降低对环保车辆的税费。

But officials have said any potential incentive here would not be exclusive to Tesla, but for anybody looking to set up shop. We know the Indian government wants Tesla and really everybody else to set up local manufacturing, though the government is now encouraging Tesla to apply for the production linked incentive scheme offering direct subsidies to manufacturers in place of those customs duty concessions.

但是官方表示，这里的任何潜在激励措施都不仅仅适用于特斯拉，而是适用于任何打算在这里设立工厂的公司。我们知道印度政府希望特斯拉和其他所有公司都能在当地设立制造工厂，尽管政府现在鼓励特斯拉申请生产链激励计划，该计划提供直接补贴给制造商，取而代之的是关税优惠措施。

The problem however is that all along Tesla has wanted to try selling their vehicles in the Indian market before they actually commit to building a gigafactory in the region. Given that most Tesla vehicles are over that $40,000 threshold to have those customers paying $80,000 for a $40,000 car because of the 100% import tax, obviously somewhat of a non-starter.

然而，问题在于特斯拉一直希望在正式决定在印度建造超级工厂之前，在印度市场尝试销售他们的车辆。考虑到大多数特斯拉车型的售价超过了4万美元的门槛，在印度这里由于100%的进口税，消费者可能需要支付8万美元购买一辆价值4万美元的车，显然这是一个不可行的方案。

In India when it comes to these import duties, it's actually the importer of the goods, aka Tesla in this case that would pay those taxes, however most companies then ultimately pass those on to the end consumer. Good to see the government pushing to have these approvals ready by January of 2024, but again this does not guarantee that any construction would begin in the first half of next year or even that India is the next factory for Tesla. But as I've said all along, even if it's not the next one, it most likely will be one at some point in the future.

在印度，关于进口关税的情况是这样的，实际上是商品的进口商，也就是特斯拉在这个案例中要支付这些税款，然而大多数公司最终将这些税款转嫁给最终消费者。很高兴看到政府推动到2024年1月前准备就绪，但这并不能保证明年上半年会开始建设，甚至不能保证印度会成为特斯拉的下一个工厂。但正如我一直所说的，即使它不是下一个，它很有可能成为未来某个时间点的一座工厂。

We have a Swedish article reporting the strike against Tesla has been expanded. Right now there are 10 service facilities in Sweden on strike and around 20 workshops. So far this has mostly been affecting service centers and Tesla mechanics, but not all employees have been joining in on this strike.

我们有一篇瑞典文章报道特斯拉工人罢工规模已经扩大。目前在瑞典有10家售后维修站点和约20个车间开始罢工。到目前为止，这主要影响了特斯拉的服务中心和维修技师，但并非所有员工都参与了这次罢工。

Now we have a transport union saying that there's going to be a blockade against all loading and unloading against Tesla cars in four Swedish ports as of noon today. Now they're saying this blockade will apply to all Swedish ports from November 17th if no deal is reached. With further sympathy strikes we now have another union saying they will not clean the company's premises which will also go into effect November 17th.

现在，我们有一个运输工会称将在今天中午开始对瑞典四个港口中的特斯拉汽车进行装卸的全面封锁。现在他们说，如果没有达成协议，这一封锁将从11月17日开始适用于所有瑞典港口。随着进一步的同情罢工，现在另一个工会表示他们将不清洁该公司的场地，该措施也将于11月17日生效。

But for the first time as far as I can tell Tesla actually made a public comment on the situation saying it's unfortunate IF Mattall has taken these measures. Tesla follows Swedish labor market regulations but like many other companies has chosen not to enter into a collective agreement. We already offer equivalent or better agreements than those covered by collective bargaining and find no reason to sign any other agreement.

据我所知，特斯拉这次是第一次公开对这种情况发表评论，他们表示，如果马特尔采取了这些措施，这是不幸的。特斯拉遵守瑞典劳动力市场法规，但像许多其他公司一样，选择不参与集体协议。我们已经提供与集体谈判涉及的协议相当或更好的协议，并且找不到签署其他协议的理由。

The Swedish unions are now also calling for the support of the local electricians and they're saying all Tesla charging stations throughout Sweden are affected by this industrial action which would be 213 locations. I'll be honest this article did not make it clear if this had anything to do with the operation of supercharging locations or if it would just be for some sort of service to these supercharger sites.

瑞典工会现在也呼吁支持本地电工，并表示全瑞典的特斯拉充电站都受到这次工会行动的影响，总共有213个位置。老实说，这篇文章并没有明确说明这是否与超级充电站的运营有关，或者仅仅是为了这些超级充电站提供某种服务。

Tesla also said it was committed to remaining available to our customers during the strike and the New York Times is confirming that Tesla is seemingly bringing in other workers to replace those that are on strike. The word on the street was that Tesla was actually routing shipments into Sweden to different ports so that's why now they're trying to extend the blockade to all of the ports. It will be very interesting to see how this plays out.

特斯拉表示，他们承诺在罢工期间依然向顾客提供服务，而《纽约时报》证实特斯拉似乎正在雇用其他工人来替代罢工的工人。有传言称，特斯拉实际上正在将货物运往瑞典的不同港口，这就是为什么现在他们试图扩大封锁到所有港口的原因。看这样情况会如何发展将会非常有趣。

I've seen a few people suggest that Tesla should just leave Sweden entirely to send a message and it would certainly do that. However, Sweden is normally around the 5th largest market for Tesla in the EU. I'll be honest though I do struggle to see Tesla and Elon actually signing a collective agreement even though it wouldn't change that much financially it would set some type of precedent again for the UAW and IG Mattall in Berlin to have more firepower.

我见过一些人建议特斯拉完全撤离瑞典，以示警告，这无疑会产生这种效果。然而，瑞典通常是特斯拉在欧盟的第五大市场。但说实话，尽管签订一项集体协议在财务上的变化并不大，我仍然很难看到特斯拉和埃隆会真的这样做，这将再次为UAW和柏林的IG Mattall赋予更多影响力，同时也会树立某种先例。

And of course you would never want to lose an entire market altogether but with Elon and Tesla having such grand global plans the truth is in the long run they could actually do without Sweden. Hopefully this does not come to that but we'll see.

当然，你绝不希望完全失去一个市场，但事实上，由于埃隆和特斯拉拥有如此宏大的全球计划，从长远来看，他们实际上可以在没有瑞典市场的情况下发展。希望情况不会那样发展，但只有时间会告诉我们。

As if Legacy Auto didn't have enough on the cost front to worry about, now we have a new report saying that having AM radio and electric vehicles could end up costing automakers almost $4 billion. That would be over the next 7 years. Why? Because they would have to address the interference that disrupts AM radio reception and electric vehicles. Researchers have said that you can just delete and analog AM radio and replace it with something like digital, AM and FM radio or streaming and satellite services. However there have been legislative efforts on both sides of the aisle to prevent automakers from getting rid of AM broadcast radio in new vehicles because it's often used for emergency services. Here they listed 7 automakers that currently don't offer AM radio in their EVs, Tesla being one of them. One automaker estimated shielding costs to allow AM radio to work in EVs would be between $35 and $50 and filtering costs of $15 to $20 per vehicle. So if you add up the rough midpoints and get about $60 times, we'll call it 5 million vehicles per year, that's $300 million in costs just to make sure AM radio works.

好像传统汽车并没有足够的费用问题需要担心，现在我们有一份新报告称，拥有AM广播和电动汽车可能会使汽车制造商花费将近40亿美元。这将是在未来7年内花费的金额。为什么呢？因为他们必须解决干扰AM广播接收和电动汽车的问题。研究人员指出，你可以将模拟AM广播删除并替换成数字AM和FM广播，或者流媒体和卫星服务。然而，两党都有立法努力阻止汽车制造商在新车中取消AM广播，因为它经常用于紧急服务。在这里，他们列出了7个目前不在电动汽车中提供AM广播的汽车制造商，其中包括特斯拉。一家汽车制造商估计，为了让AM广播在电动汽车中运行，屏蔽成本将在35美元至50美元之间，过滤成本每辆车为15美元至20美元。所以，如果你将近似值相加并以每年大约500万辆车为基数，那就是仅仅为了确保AM广播能够正常工作就需要花费3亿美元。

There have been a few different sources out there saying that Tesla is going to raise the price on the Model Y sometime this week. And now we have more sources saying that Tesla actually confirmed it's true. Now I have to say some of you will remember last year there were rumors of Tesla cutting prices and Tesla came out and said they were not going to do it and then a few weeks later they went ahead and cut prices. I can't comment on the validity of this source that Ray for Tesla shared however translating that image you will see the price will be adjusted accordingly. And Tesla plans to increase production, the product price responded that the news was true. So I'm not sure if this is a good idea to be a good idea to be a good idea to be a good idea. I'm not sure if they'll go up at all. And as I've said before, not every price hike means great things for demand. Why? Because this could be in response to many things. It could be due to the partial Model Y refresh. It could be due to a supply chain component price going up. It could be a temporary measure to pull demand forward and get people off the sidelines that may still be waiting for further price cuts. You get the idea.

有一些不同的消息源声称特斯拉将在本周提高Model Y的价格。如今我们又有更多的消息源称特斯拉已经确认了这一消息是真实的。我必须说，你们中的一些人可能还记得去年有传言称特斯拉会降价，但特斯拉出面否认了这一说法，然而几周后他们还是降价了。我无法对Ray for Tesla分享的这个消息来源的真实性发表评论，不过通过翻译那张图片你会发现价格将会相应调整。而且特斯拉计划增加生产，产品价格也对此消息作出回应，这表明消息是真实的。所以我不能确定价格是否会上涨。正如我之前说过的，不是每次提价都意味着需求的增加。为什么呢？因为这可能是对很多事情的回应。可能是因为部分Model Y的更新换代，可能是供应链组件的价格上涨，也可能是为了暂时推动需求并吸引那些仍在等待进一步降价的消费者。你明白我的意思吧。

We may have one of the first countries worldwide to come out publicly and say who is going to be responsible when a self driving vehicle gets in an accident. Britain just came out and said automakers rather than the owners of self driving cars will be legally liable for any crashes in the UK. The legislation will create powers to find companies and give people immunity from prosecution if they're in a self driving vehicle. And the manufacturers of these self driving vehicles could face criminal action in the UK if their vehicles fail to meet safety standards. The bill will also prohibit misleading marketing, which begs the question how it will Tesla be impacted if at all, where they are indeed still offering FSD for $8,300 in the UK. This is also where a customer from the UK just got his money back for FSD from 2019. Honestly though, for the industry at scale, this is a great first step because they really need clarity and that's exactly what a rep from AXA Insurance said for insurers. It provides crucial clarity for establishing liability for self driving. The bill will set the threshold for what is classified as a self driving car, something I think all of us will be looking forward to see how they define it. You would guess the natural reaction for the companies would be to maybe slow down their plans to rush out any self driving vehicles now that they're going to be fully responsible. But again, the big question will become at what point does a vehicle become classified as a self driving car? For example, will it be closer to when adaptive cruise control is engaged or when there's no steering wheel in the vehicle?

我们可能是全球首个公开宣布在自动驾驶汽车发生事故时由谁负责的国家之一。英国刚刚表示，在英国发生任何事故时，汽车制造商将在法律上负有责任，而不是自动驾驶车辆的车主。这项立法将授予执法机构对公司进行处罚，并为乘坐自动驾驶车辆的人提供免受起诉的豁免权。如果这些自动驾驶车辆的制造商未达到安全标准，他们可能会在英国面临刑事诉讼。该法案还将禁止虚假营销，这也引发了人们关于特斯拉受影响的疑问，因为他们确实还在英国以8300美元的价格提供全自动驾驶功能。最近，一位来自英国的客户刚刚从2019年购买的全自动驾驶功能中退款。但是，对于整个行业来说，这是一个很好的第一步，因为他们确实需要明确，这正是AXA保险公司的一位代表所说的。这为确定自动驾驶的责任提供了重要的明确性。该法案将设定自动驾驶汽车的分类标准，我想我们都希望看到他们如何定义它。你可以猜想企业的自然反应可能是放缓计划，不再匆忙推出任何自动驾驶车辆，因为他们将全面负责。但问题是，在什么时候才能将车辆归类为自动驾驶汽车？例如，是否在自适应巡航控制启用时，或者在车辆没有方向盘时更接近自动驾驶汽车的定义？

There's a fancy looking new Tesla showroom coming to West Bloomfield Township in Michigan, where the construction is expected to be done July 2024. Tesla will be taking over an old Barnes and Noble site, but they will also be constructing a new building to actually house their vehicles because in this area they're not allowed to keep them outside.

在密歇根州的西布鲁姆菲尔德镇将建立一个看起来非常高级的特斯拉展厅，预计施工将在2024年7月完成。特斯拉将接管一座旧的巴诺书店地点，但他们还将建造一座新建筑，用来实际存放他们的车辆，因为在这个地区，他们不被允许将车辆放在室外。

Again, just a quick anecdote to throw out to friends, families, coworkers, let them know right now could be a good time to look into buying an EV. Yes, interest rates are high, but many automakers are offering discounts and incentives in various forms. These are cash rebates, aggressive lease deals, or low interest rate promotions. Two examples, Ford is offering a $7,500 cash rebate on top of the federal tax credit of some F-150 Lightning models, and VW is advertising an ID for lease with no down payment.

再一次，只是一个快速的轶事，可以告诉朋友、家人和同事们：现在是研究购买电动车的好时机。是的，利率较高，但许多汽车制造商都提供各种形式的折扣和激励措施。这些包括现金返还、租赁优惠和低利率促销。举两个例子，福特公司在某些F-150 Lightning型号上提供7,500美元的现金返还，此外还有联邦税收抵免。大众公司则推出了没有首付的ID租赁广告。

I saw some people today talking about this Tesla position program manager for collision readiness saying that this was going to be for a cyber truck. I'm just speculating here, but given the cyber truck is going to go to customers here in just a few weeks, this role will most likely be for future product lines, maybe the new Model 3 and why, maybe the next gen platform, maybe the semi, but it seems like it's too late for the cyber truck, given customer deliveries are right around the corner, and they still actually have to hire for this position. My point, cyber truck is most likely already pretty collision ready at this stage.

我今天看到一些人在谈论特斯拉的碰撞准备项目经理职位，他们说这个职位是为了“Cybertruck”而设立的。我只是在猜测，但考虑到“Cybertruck”将在几周内交付给顾客，这个职位很可能是为未来的产品线准备的，也许是新的Model 3或者下一代平台，也许是半挂车。但看起来对于“Cybertruck”来说已经太晚了，因为顾客交付就在眼前，而他们仍然需要为这个职位招聘人员。我的观点是，目前阶段“Cybertruck”很可能已经具备了相当好的碰撞准备能力。

We got the Testachana weekly insurance data that came in at $14,000. Taking that number in for the week if you wanted to compare it to the same week last quarter, that number was $12,000, and looking cumulatively at the first 5 weeks in quarter 3, we were at $44,000, over the same time period in quarter 4 were at $41,000, slightly behind the pace, but that was to be expected given the Model 3 Plus changeover. Going back to the beginning of July this year, there's only been one better week, and that was in August. I'll be honest, I usually have no expectations for these weekly numbers, but right now I am kind of curious to see how it plays out the next few weeks, because I am expecting some level of pent up demand for the Model 3 Plus. Now that Tesla can finally sell them in the domestic market, I'm lowkey excited to see the next few weeks.

我们收到了Testachana每周保险数据，金额为14,000美元。如果将这个数字与上一季度的同一周进行比较，那个数字是12,000美元。再来看看第3季度的前5周，我们的收入是44,000美元，而去年同一时期是41,000美元，略有滞后，但这是可以预料的，因为我们进行了Model 3 Plus的改变。回到今年7月初，只有一个星期的收入更好，那是在八月份。老实说，我通常对这些周报数据没有什么期望，但现在我对接下来几周的情况有些好奇，因为我预计对Model 3 Plus会有一定程度的潜在需求。现在特斯拉终于可以在国内市场销售它们了，我有点激动地期待着接下来几周的情况。

This is a pretty interesting one, we have the Remots Navera setting a Guinness Book of World Records for the fastest top speed in reverse of 170 miles per hour. Personally, I think the driver deserves his own separate award, because we'll say you have to have some courage to pull off this stunt in the first place. You'd imagine any slight turn of the wheel going that fast in reverse could have some pretty bad consequences.

这是一个非常有趣的事情，我们有Remots Navera创造了一个吉尼斯世界纪录，以每小时170英里的速度倒车，成为最快的倒车速度。个人认为，这位驾驶员应该获得自己单独的奖项，因为我们可以说，在第一时间决定执行这一特技需要一些勇气。你可以想象，在以那样的速度倒车时，稍微转动一下方向盘可能会有相当严重的后果。

Tesla Europe posted our Powerball fleet in Europe just surpassed 1 gigawatt hour. This is enough stored energy to power an average of 41,000 homes for 12 hours. For some context, if you take that 1 gigawatt hour, that's equivalent to 1 million kilowatt hours, then if you divide that by the average capacity of a Powerball, that would be 74,000 Powerwalls currently live in the fleet in Europe. And don't forget the Powerball 3 is expected to be launching in select markets in Quarter 1, 2024.

特斯拉欧洲发布消息，我们在欧洲的Powerball车队刚刚突破了1千兆瓦小时的储能量。这足够为平均41,000户家庭提供12小时的电力。为了提供一些背景，如果你将这1千兆瓦小时换算成1百万千瓦小时，然后再除以一个Powerball的平均容量，那就是目前在欧洲车队中有74,000个Powerwall。不要忘记，Powerball 3预计将于2024年一季度在选定市场发布。

The first did actually publicly confirm some of the information that was flying around out there about its driverless operations. Halvoat said cruise autonomous vehicles are being remotely assisted 2-4% of the time on average in complex urban environments. A spokesperson said a remote assistance session is triggered roughly every 4-5 miles, not every 2.5 miles. They added more than 98% of sessions are answered within 3 seconds. A session is basically when the cruise vehicle actually asks for guidance. There was plenty of chatter about the ratio of workers to actual vehicles. They did clarify, during driverless operations, there was roughly one remote assistant agent for every 15-20 driverless AVs. That metric that there were 1.5 workers for every 1 cruise vehicle that would obviously defeat the purpose of having driverless vehicles in the first place may not have actually been accurate, at least according to cruise. But as we've learned in the past few weeks, they may not be the most trustworthy company at the moment, so not sure what really to believe. And all of this may ultimately become moot if cruise goes the way of companies like Argo AI and ultimately folds up or morphs into a shell of itself.

第一个公司确实公开确认了一些关于其无人驾驶运营的信息。Halvoat表示，在复杂的城市环境中，Cruise自动驾驶车辆平均需要远程辅助2-4%的时间。一位发言人表示，大约每行驶4-5英里，就会触发一次远程辅助会话，而不是每2.5英里触发一次。他们还表示，超过98%的会话在3秒内得到回答。会话基本上是指Cruise车辆实际上寻求指导的情况。对于工作人员与实际车辆的比例，有很多讨论。他们澄清说，在无人驾驶运营期间，大约每15-20辆无人驾驶AV车辆就会有一名远程辅助代理人。根据Cruise的说法，这表明实际上每辆Cruise车辆只有1.5名工作人员，显然这会与无人驾驶车辆的初衷相悖。但是，根据我们在过去几周中所了解的情况，他们可能并不是最可信赖的公司，所以不确定真正应该相信什么。如果Cruise像Argo AI等公司一样最终倒闭或变得面目全非，所有这些可能最终都会变得无关紧要。

Neo has said it will make EVs for the American market in China saying that setting up shop in America is just too expensive even with the tax credits. Neo is aiming to sell its first EV in the US by 2025. And for the future and other Chinese companies coming to the American market, they did say for Neo products there are a lot of local suppliers in China who exclusively provide to us, they don't do business in the United States. It sounds like Neo may bring a high-end model to the US first as it would be too expensive to qualify for the credits anyway, but they finished by saying this. One asked if Neo would launch in 2025 for sure, Iyer, the CEO for their US operations, said, that's what we said two years ago, but things are changing.

Neo表示，将在中国为美国市场生产电动车，称在美国设立工厂过于昂贵，即使考虑到税收抵免。Neo计划到2025年在美国销售其首款电动车。而关于未来和其他中国企业进入美国市场的情况，他们表示对于Neo产品来说，中国有很多专门供应我们的本地供应商，他们不在美国做生意。听起来Neo可能会先将一款高端车型引入美国，因为它太昂贵而无法符合抵免条件，但他们最后说道：有人问Neo是否肯定会在2025年发布，他们美国业务的CEO Iyer表示，这是两年前我们说的，但情况正在变化。

We know Tesla is looking to reduce its dependence on rare earth elements and in their next drive train they plan to remove them altogether. Coming at a good time, as China will tighten export controls on rare earth elements requiring companies to do more reporting. These restrictions are set to run through the end of October 2025 and China accounts for 70% of the world's output of rare earths.

我们知道特斯拉正在努力减少对稀土元素的依赖，并计划在下一个传动系统中完全去除它们。这正好是一个好时机，因为中国将会加强对稀土元素的出口控制，要求企业进行更多的报告。这些限制将持续到2025年10月底，而中国占据了世界稀土产量的70%。

We know there's plenty of foot out there about end of life batteries in electric vehicles and recycling the whole nine. I'm sure we're going to get questions about battery energy storage, what happens at the end does it just sit in the landfill or stay there unused. Well neither and here's exhibit A we have redwood materials actually decommissioning and recycling a battery storage project from Hawaii that's at the end of its useful life. It's a smaller project at 4.6 megawatt hours, but you have to start somewhere.

我们知道关于电动车的废旧电池以及整体回收的信息很多。我相信我们会受到关于电池能量储存的问题，比如电池在使用结束后是被直接丢弃在垃圾填埋场还是闲置在那里。实际上，这两种情况都不会发生，下面是一个例子，我们有红木材料公司正在进行一项来自夏威夷的电池储能项目的退役和回收工作，因为该电池已经完成了其有用寿命。这是一个较小的项目，容量为4.6兆瓦小时，但是每个项目都要从某个地方开始。

Speaking of battery storage, the CEO of Sunrun just said they're rapidly transitioning to a storage first company moving away from solar. Now yes, this will make a lot of sense with interest rates where they are because they can tend to make solar actually less economically viable, but we should also be familiar with the massive demand for battery storage. Interestingly, Wood McKenzie said in the first quarter of this year only 11% of all new residential solar systems in the US were built with battery storage.

说到电池储存，Sunrun的首席执行官刚刚表示他们正在迅速转变为以储存为主的公司，远离太阳能产业。现在，确实有很多原因使得这种转型非常合理，因为当前利率的情况下，太阳能的经济可行性可能会降低。但我们也应该熟悉巨大的电池储存需求。有趣的是，Wood McKenzie在今年第一季度的报告中指出，美国仅有11%的新居民太阳能系统配备了电池储存设备。

We just talked about how Tesla might leverage its compute power on its fleet of vehicles to do some distributed computing in the future. Now we have Volvo cars looking to do something similar, except with its battery packs. Volvo launched a new business division focused on smart and bidirectional charging solutions for EVs. An initial pilot project of vehicle-to-grid applications is being established in Sweden. They'll also focus on vehicle to home and vehicle to load. There are of course warranty considerations and practicality considerations for the actual real-world utility of these features, but you do have to try it to see if it'll actually work long term.

我们刚刚谈到特斯拉未来可能利用车队的计算能力进行分布式计算。现在，沃尔沃汽车也希望做类似的事情，但是利用的是电池组。沃尔沃推出了一个专注于电动车智能双向充电解决方案的新业务部门。在瑞典正在建立一个初始的车辆对电网应用的试点项目。他们还将专注于车辆对家庭和车辆对负载的应用。当然，这些功能的实际实用性需要考虑保修事项和实用性考虑，但你必须尝试一下才能看到长期是否有效。

Ford's EV plans right now are somewhat in a state of disarray. Here we have them talking about pausing, they said $12 million in investments, but I believe they actually meant $12 billion. Why? Because I'm pretty sure they were referring to this recent news article. And not only that one, but this one as well. Originally, Ford said they would have three battery production facilities in the US. Now they're saying at least one of those will still be built, but to start it's not actually going to be used for anything. Additionally, they're delaying construction of a separate battery factory in Turkey. This factory was expected to begin by the end of this year, but a source said given for its recent decision to cut EV investments, the industry slowdown, and local circumstances, there's little incentive for the stakeholders to proceed quickly. However, they added nothing has been decided concerning the construction site and the ground breaking timing. This site in Turkey was going to start at 25 gigawatt hours, eventually potentially growing to 45. That entire project, however, may be delayed.

福特公司目前的电动汽车计划有些混乱。他们之前曾表示要暂停投资1200万美元，但我相信实际上他们是指1200亿美元。为什么这样说呢？因为我相当确定他们是在参考最近的这篇新闻报道。不仅如此，还有这篇报道。最初，福特公司表示他们在美国将建立三个电池生产设施。现在他们表示至少其中一个将会建成，但起初并不会被用于任何用途。此外，他们还推迟了在土耳其建设独立电池工厂的计划。该工厂原计划于今年年底开始建设，但一位消息人士表示，基于其近期削减电动汽车投资、行业放缓以及当地情况，对于股东们来说快速推进没有多少动力。然而，他们补充说，并未就建设地点和开工时间做出任何决定。土耳其的这个项目原本打算从25千兆瓦时起步，最终可能扩大到45千兆瓦时。然而，整个项目可能会被延迟。

Delantis just announced a new EV truck, but with an on-board gas generator. They're calling it the Ram 1500 Ram Charger. The truck can operate as an EV until its battery dies, and then an electric onboard generator, powered by a 27-gallon V6 engine, kicks on to power the vehicle. Ram CEO said this is the ultimate answer for the battery electric truck. No one else has got anything else like it. This is going to be a game changer for battery electric trucks. This is expected to go on sale in late 2024, alongside their actual full EV truck, the Ram 1500. So they're saying this Ram Charger is the ultimate answer for electric trucks while they roll out their own electric truck. Delantis is estimating the range of the Ram Charger will be up to 690 miles, including up to 145 miles powered by a 92-kilowatt hour battery when fully charged. Which yes, would of course be great for towing applications. Delantis had said the truck will be exclusively propelled by electric motors, not the vehicle's engine once the battery dies. It will have bidirectional charging, and they said don't call this a plug-in hybrid. It's a battery electric truck with its own onboard high-speed charger.

Delantis刚刚宣布推出了一款新的电动卡车，但配备了一台内置燃气发电机。它们将其称为Ram 1500 Ram Charger。该卡车在电池没电之前可以作为电动车运行，然后由一台27加仑的V6发动机为车辆提供动力的电动发电机开始工作。Ram首席执行官称这是电池电动卡车的终极解决方案。没有其他公司能提供类似的产品。这将对电池电动卡车产生革命性影响。预计该车将于2024年底上市销售，与他们实际的全电动卡车Ram 1500一同推出。因此，他们称这款Ram Charger是电动卡车的终极解决方案，同时他们也在推出自己的电动卡车。Delantis估计Ram Charger的续航里程将高达690英里，其中包括完全充电时由92千瓦时电池提供的最多145英里的续航里程。当然，这对于拖车应用来说非常好。Delantis表示，一旦电池没电，该卡车将仅由电动马达驱动，而非车辆的发动机。它将具备双向充电功能，他们说不要将其称为插电式混合动力车。它是一款带有自己内置高速充电器的电池电动卡车。

The EV pickup market is going to be very interesting the next three years. Holestar is offering a new lease program with a five-month opt-out clause with no penalty. Right now this is available on the Polestar 2, but they said it applies to upcoming Polestar models as well. Honestly, not a bad option to let somebody try out an electric vehicle without committing for the full three years.

未来三年电动皮卡市场将变得非常有趣。Holestar公司提供了一项新的租赁计划，其中包括一个五个月内无罚款的选择退出条款。目前，这一计划适用于Polestar 2，但他们表示未来的Polestar车型也适用。老实说，这是一个不错的选择，让某人在没有全程三年承诺的情况下试用电动汽车。

Lucid announced its Q3 financials, and they said the Aston Martin transaction has been closed which is good and hopefully in the future Lucid remains more than just a drive train and technology provider.

Lucid宣布了其第三季度财务情况，并表示阿斯顿·马丁的交易已经完成，这是个好消息，希望在未来Lucid能够不仅仅是一家驱动系统和技术供应商。

The gravity is still set to make its debut on November 16th, and as expected, Lucid did cut its production guidance for this year down to 8,000 to 8,500 from 10,000 previously.

预计引力将于11月16日正式亮相，而且正如预期的那样，Lucid公司实际上将今年的生产指南从之前的10,000辆减少到8,000至8,500辆。

They said the gravity remains on track to begin production in late 2024, and they ended the third quarter with $5.4 billion in liquidity, which they expect to lead them to their next major milestone, gravity production, and beyond in 2025.

他们表示引力仍然按计划将于2024年末开始生产，并且他们在第三季度结束时拥有54亿美元的流动性，他们预计这将引领他们在2025年实现下一个重要里程碑——引力生产以及更远的发展。

For Q3 of this year, Lucid's revenue was actually down compared to Q3 in 2022, and Lucid actually lost more from operations this quarter than they did Q3 last year. Their gap net loss also increased year over year.

今年第三季度，Lucid的收入实际上较2022年的第三季度有所下降，而且本季度Lucid的运营亏损超过了去年同期的第三季度。他们的净亏损差距也年度增加了。

In the third quarter, Lucid lost about $433,000 per vehicle sold compared to the number from Q2, which was $544,000.

在第三季度，Lucid每辆销售的车辆亏损约为43.3万美元，相比之下第二季度的亏损金额为54.4万美元。

Potentially relevant to Tesla, they said we are seeing results from our targeted marketing approach as the majority of new demand came from customers who had their first contact with Lucid in the quarter.

潜在与特斯拉相关的是，他们表示我们正在看到我们针对性营销方法的成果，因为大部分新需求来自于在这一季度首次与露天公司接触的客户。

The way things are going, I would absolutely expect Lucid to need to raise more capital in the next two years. This all boils down to how long the Saudi Investment Fund will want to fund this Lucid project. They clearly have billions of dollars to throw at Lucid and giving that they own around 60% of the company, how long do they want to try to see this through, and at what point if ever will they cut their losses.

按照目前的情况，我绝对预计Lucid在接下来的两年内需要筹集更多资金。这一切都归结于沙特投资基金愿意为Lucid项目提供资金的时间有多长。他们显然有数十亿美元可以拿来投入Lucid，并且由于拥有该公司约60%的股权，他们希望将这个项目坚持多久，如果有必要，他们什么时候会减少损失。

As someone who wants more EVs, of course I'd like to see Lucid make it, and I would love to see the gravity get a chance to make it into production.

作为一个渴望看到更多电动汽车的人，当然我希望见证Lucid的成功，并且我也非常希望Gravity有机会投入生产。

Rivian also reported Q3 financials today. He learned Rivian has ended its exclusivity agreement for its EDVs electric delivery vans to Amazon only. Effective immediately, Rivian will be allowed to negotiate new deals to sell its EDVs to other fleet operators. Rivian does still plan to honor its original deal with Amazon to deliver 100,000 vans by 2030.

Rivian今天还公布了第三季度的财务状况。据悉，Rivian已经结束了与亚马逊的独家协议，不再仅向亚马逊出售其EDVs电动送货车。自即日起，Rivian将被允许与其他车队运营商洽谈新的销售协议以销售其EDVs电动送货车。然而，Rivian仍计划遵守与亚马逊的原始协议，在2030年之前交付10万辆送货车。

In contrast to Lucid cutting guidance, Rivian has increased its production guidance for the year, expecting to build 54,000 EVs this year, up from 52,000 back from guidance in August, which is actually up from 50,000 for 2023 guidance back in February.

与Lucid的减产指导相反，Rivian却增加了本年度的产量指引，预计今年将建造54,000辆电动汽车，而此前在8月份的指导中预计仅有52,000辆，这实际上比今年2月份制定的2023年指引的50,000辆还要高。

Both Rivian and Lucid did actually beat the consensus expectations for earnings per share. Rivian came in with a loss of $1.19 per share, better than the $1.32 expected.

Rivian和Lucid实际上都超过了每股收益的共识预期。Rivian的亏损为每股1.19美元，好于预期的1.32美元。

They did say compared to the second quarter of 2023 gross profit per unit delivered in the third quarter, improved by approximately $2,000 despite a reduced change in lower of cost or net realizable value, LC-NRV, right downs on inventory and losses on firm purchase commitments.

他们确实曾表示，与2023年第二季度相比，尽管存货成本或净可实现价值（LC-NRV）的降低变动有所减少，并且在库存和固定购买承诺方面出现亏损，但每交付单位的毛利润在第三季度改善了约2000美元。

We expect to see continued benefit going forward due to further improvements and R1 material cost per unit from the reduction in commodity costs, the introduction of new tech, and ongoing negotiated supplier price reductions. They actually said those inventory write downs were $292 million for the quarter and losses on firm purchase commitments were $160 million totaling $452 million for the end of Q3.

我们预计未来将持续受益于商品成本的降低，新技术的引入以及供应商价格的持续谈判所带来的每单位R1材料成本的进一步改善。实际上，他们表示，该季度库存减值为2.92亿美元，对于未来购买承诺的损失为1.6亿美元，总计在第三季度末达到4.52亿美元。

Most importantly, they said we forecast reaching positive gross profit in 2024. The easiest way to think about this inventory thing, if a company is carrying inventory at a certain level and it's actually higher than the realizable value or what it can actually convert that inventory into in terms of cash, then companies can actually have write downs.

最重要的是，他们说我们预计在2024年实现正的毛利润。最简单的方法来理解库存问题是，如果公司持有的库存量实际上高于可实现价值，或者说无法将该库存转换为现金，那么公司实际上可以进行减值。

And in Q3, Rivian did set records for production and deliveries. Rivian had a negative gross profit of $477 million in Q3, which was down from negative gross profit of $917 million in Q3 last year. Rivian ended the quarter with $10.2 billion in total liquidity.

在Q3季度，Rivian在生产和交付方面创下了纪录。Rivian在Q3季度的总毛利润为负4.77亿美元，相比去年同期的负9.17亿美元有所下降。Rivian季度结束时总流动资金为102亿美元。

Rivian's growing production, growing deliveries, cutting costs, increasing its guidance, and reiterating it expects gross profitability into next year. Exactly what you'd want to see as an investor.

正是作为投资者所希望看到的，Rivian的生产不断增长，交付数量不断增加，降低成本，提高指导预期，并重申预计到明年会实现毛利益可观。

Tesla's diecast Model Y is now available on the Tesla shop for $195 coming in three different colors with functioning doors and carpeted trunk and interior.

特斯拉的压铸模型Y现在可以在特斯拉商店购买，售价为195美元，有三种不同颜色可选，配有可开启的车门和车厢内饰。

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.

希望你们有一个美好的一天。你可以在下面的X链接中找到我。如果你喜欢这个视频，请给它点赞，并对我所有的Patreon支持者表示特别的感谢。