New Cybertruck Cells & Range / Toyota "Extremely Concerned" / Huge Growth Surge Predicted ⚡️

Welcome to we electrified it's your host Dylan Lumis quick shout out to my newest patrons Timothy a and Ken Z thank you for choosing to support the channel all of the outro screens should now be updated and due to some unfortunate changes on patreon's end going forward I'm just going to update those screens once at the end of every month so if you were to join in the future and you don't see your name there for a few days or even weeks that'll be why end of the month updates now going forward.

欢迎来到我们的节目《We Electrified》，我是主持人Dylan Lumis，在此特别向最新的赞助者Timothy a和Ken Z致以快速问候，感谢你们选择支持本频道。所有的结尾画面现在应该已经更新，由于一些不幸的变动，从现在开始，我将在每个月的最后一次更新这些画面，因此如果你未来加入并在几天甚至几周内没有看到自己的名字，那就是原因了。未来将进行每月末的更新。

First up today we have an update on 4680 production at gigatexis this morning I was actually messaging with Joe tett mire and let's just say from people that would know they are feeling very optimistic and excited about some of the developments with the 4680 production at gigatexis which makes that Reuters article we talked about a few weeks ago look like even more nonsense.

今天首先我们来关注一下今早在Gigatexis的4680电池产量方面的最新情况。实际上，我刚刚和乔·特特米尔进行了消息交流，可以说从那些了解情况的人那里得知，他们对Gigatexis的4680电池生产取得的一些进展感到非常乐观和兴奋，这使得我们几周前讨论的那篇路透社文章看起来更加荒谬了。

So here's some of that info that Joe has received at the end of 2023 the 4680 chemistry was nmc811 which is 80% nickel it's 10% manganese and 10% cobalt. However now tesla is finishing the process of transitioning to nmc955 now that we're in 2024 so this would mean 90% nickel 5% manganese and 5% cobalt. I'm speculating here but I'm fairly confident that reducing the cobalt content would also lead to lower cell costs. They're also trialing asymmetric lamination but we'll come back to this Joe said with both of those changes tesla will be able to increase the capacity of the 4680 battery that was used in 2023 by a further range of between 10 and 20%. At this point it's fair to question what he meant using the word range did he mean vehicle range increasing 10 to 20% did he mean energy density increasing 10 to 20% at this point it's really not clear.

所以这里是乔在2023年底收到的一些信息。4680型电池的化学成分是nmc811，其中80%是镍，10%是锰，10%是钴。然而，现在特斯拉正在完成转换到nmc955的过程，现在已经是2024年了，这意味着成分将变为90%镍，5%锰，5%钴。我在这里推测，但我相当有信心认为减少钴含量也将降低电池成本。他们还在测试不对称层压，但我们稍后再详细介绍。乔说，通过这两个改变，特斯拉将能够进一步提高2023年所使用的4680型电池的容量，范围增加10%到20%之间。此时可以合理地质疑他使用“范围”这个词时的意思，他是否指的是增加车辆续航里程10%到20%，是否指的是增加10%到20%的能量密度，这一点目前还不清楚。

Back to the chemistry front tesla is also testing nickel manganese cobalt 973 which would be 90% nickel 7% manganese 3% cobalt which we may see at some point later in 2024 but again for right now the final transition meaning away from nmc8112 nmc955 is underway.

回到化学领域，特斯拉还在测试镍锰钴973，其中镍的含量为90%，锰的含量为7%，钴的含量为3%。我们可能在2024年的某个时候看到该配方的推出，但现在最终的过渡意味着摆脱NMC8112和NMC955正在进行中。

Joe said here I believe since this is just a chemical composition change that the process to upgrade to newer cells should happen relatively quickly with little to no drop in production. Now that may be true but I would just push back a little bit and say sometimes switching chemistries can actually be a very tricky process.

乔说，我相信由于这只是一种化学成分的改变，升级到新电池的过程应该会相对迅速，生产量几乎没有下降。虽然这可能是真的，但我想稍微质疑一下，有时候更换化学成分实际上可能是一个非常棘手的过程。

He confirmed tesla is in the process of expanding the production area for 4680 production preparing to go from the current four lines which are now either at or in the final process of ramping to full capacity to 8 in the latter half of 2024. The cathode plant at gigatexis is nearing the end of the initial construction and equipment installation we may see some initial tests in small scale production in the first half of this year. And Joe is not expecting any operational capabilities at the lithium refinery until the second half of 2024. Finally he said all 4680s right now are being directed to the Cybertruck no model wise from gigatexis are currently using 4680s.

他确认特斯拉正在扩大4680电池的生产区域，计划从目前的四条生产线扩增到2024年下半年的八条生产线，这四条生产线目前已经到达或即将达到全产能。 Gigatexis工厂的正极工厂即将完成初始建设和设备安装，我们可能会在今年上半年看到一些小规模生产的初始测试。至于锂矿炼厂的运营能力，Joe预计要等到2024年下半年才能实现。 最后，他说目前所有的4680电池都被用于Cybertruck生产，目前Gigatexis工厂没有投入使用4680电池的其它车型。

Then on this new asymmetric lamination that tesla is experimenting with we have this from Jordan at the limiting factor. Typically with the cathode and the anode you have them both being coated. He said these coatings are done of equal thickness on both sides of the electrode foil. Why would tesla want to coat each side of the foil with a different thickness of material? He can think of two reasons. They may allow them to make one side thicker and more energy dense and the other side thinner and more power dense that could maximize power and energy density within the same cell. I'm pretty confident Jordan would want me to make the disclaimer that he's just speculating here this is a brand new technique that he was not even familiar with so he's just thinking out loud. Into the electrodes are rolled up when they're put into the battery cell. Coding the inside of the spiral thinner and the outside of the spiral thicker might allow them to avoid bunching on the inside of the spiral and increase the cohesion of the stretched material on the outside of the spiral. That might allow them to increase the amount of active material in the battery cell without causing bunching or cracking of the coating. That is the overall goal would be to increase the energy density of the cell. But he did say his gut instinct would be that would make it a lot more difficult to manage things like lithium plating in the cell during charging and could negatively impact the cycle life through thermal and chemical hotspots. But again as he admitted he's already out of his depth.

特斯拉正在进行实验的这种新型不对称层压结构上，来自极限因素的乔丹给出了以下观点。通常来说，对于阴极和阳极，它们都被涂覆。他说这些涂层在电极箔的两侧都有相等厚度。 为什么特斯拉要在箔的两侧涂覆不同厚度的材料呢？他可以想到两个原因。 这可能允许他们将一侧涂层做得更厚、能量密度更高，而另一侧涂层做得更薄、功率密度更高，从而在同一电池中最大限度地提高功率和能量密度。 我相当有信心，乔丹肯定希望我指出这只是他的猜测，因为这是一种他甚至不熟悉的全新技术，所以他只是在胡思乱想。 当电极卷起来放入电池时，内部螺旋的涂层变薄，而外部螺旋的涂层变厚，可能使他们能够避免内部螺旋的聚集，并增加外部螺旋上伸展材料的凝聚力。这可能使他们能够增加电池中的活性物质，而不会导致涂层聚集或开裂。这个总体目标是增加电池的能量密度。 但他确实说，他的直觉是这样做将使得管理充电过程中的锂钝化等问题变得更加困难，并可能通过热和化学热点对循环寿命产生负面影响。但正如他承认的，他已经超出了自己的能力范围。

So there are some of the technical updates but again I want to emphasize the giddiness and the excitement around some of these battery engineers working on the 4680 line specifically with what they have coming up in quarter one and into 2024.

所以，有一些技术更新，但我想再次强调的是，那些在4680生产线上工作的电池工程师们对于他们在2024年一季度及其之后即将推出的项目感到非常高兴和兴奋。

The word on the street is they have some big developments with 4680 production coming this year and it can't come at a better time. You'll know why here shortly.

大街上的传闻是他们今年有一些与4680电池生产有关的重大进展，而且这正好是最好的时机。不久之后你就会明白为什么了。

Replying to Jordan Shirley Meng a professor of energy materials said on the energy density numbers I can confirm the cathode improvement is the most effective strategy for this purpose. I do want to say even if Tesla pulls off these improvements that doesn't at all guarantee that the Cybertruck is going to immediately have more range available Tesla could just include less cells. Ultimately there are no promises these improvements ever make it to the end consumer in any meaningful way. But of course on the back end it would be helping Tesla with production rates and cell costs and things of that nature which in the long run will help margins. And this is just another silver lining if you're way in the back of the Cybertruck line by the time you're able to get yours hopefully Tesla will have worked through all of these 4680 improvements and for the usual you'll be getting an even better vehicle the longer you wait.

回复乔丹·雪莉·孟（能源材料教授）关于能量密度数字的评论，我可以确认改善正极是实现此目的最有效的策略。我想说的是，即使特斯拉实现了这些改进，也不能保证Cybertruck立即拥有更大的续航里程，特斯拉可能只会使用更少的电池。最终，这些改进并不能保证最终消费者以任何有意义的方式享受到。但当然，从生产率和电池成本等方面来看，这将有助于特斯拉。如果你在Cybertruck排队的后面，等到你能买到自己的车时，希望特斯拉已经解决了所有这些4680的改进，并且通常情况下，你将会得到一辆更好的车辆。

In case you happen to see this post or any articles talking about it where Tesla Chan shared this picture saying it's an upgraded Model Y I am here to tell you that if anything this is just a fake photo this is not a Model Y it might just be a distorted image of a Model 3. So as far as I'm concerned you can just disregard this news for now.

如果你碰巧看到这篇帖子或任何与之相关的文章，特斯拉Chan在其中分享了这张照片，声称这是一款升级版的Model Y。我在这里告诉你，如果确实有这样的照片，那只是一张假照片，这不是一款Model Y，很可能只是一张对Model 3进行了扭曲处理的图像。所以从我个人来看，你可以暂时忽略这个消息。

In the overall Australian market for 2023 it was a record year for car sales and we have the Model Y coming in as the sixth best selling vehicle of any kind for the year. The Model Y did 28.7000 sales for the year and in first place overall was the Ford Ranger sitting at 63.3000. For the year full battery electric vehicles made up 7.2% of overall sales putting Australia very in line with where the United States currently sits for EV market share. Toyota was the top selling car brand with 17.7% of the market followed by Mazda Ford and Kia Tesla came in as the number 8 brand.

在2023年的整个澳大利亚汽车市场上，汽车销量创下了纪录，而我们的Model Y以28,700辆的销量成为全年销量排名第六的车型。全年销量排名第一的是Ford Ranger，销量为63,300辆。全年纯电动汽车销量占整体销量的7.2%，使澳大利亚的电动汽车市场份额与美国目前的情况非常相似。丰田是销量最高的汽车品牌，占据市场份额的17.7%，紧随其后的是马自达、福特和起亚，而特斯拉排名第八。

The Upora Police Department in Mississippi is set to become the first in the state to incorporate an EV into its patrol fleet. They said the city was fortunate enough to receive state funding for a police vehicle and we realized our current fleet of 6 aging gas powered cars could be more efficiently replaced. We're estimating about $6,000 in savings per year compared to a gas powered vehicle. The Model 3 they're now incorporating will be a primary patrol car and they said this will be a great pilot program for cities like Upora. We aim to demonstrate the cost effectiveness and efficiency of such an initiative potentially guiding other cities in their fleet modernization efforts. They talked about safety being a key factor and how the Model 3 offers features like GPS tracking and an always active camera system. This is crucial for officer and citizen safety as it ensures incidents, chases or any other events are recorded providing valuable data.

密西西比州的乌波拉警察局将成为该州首个将电动车纳入巡逻车队的警察局。他们表示，该市有幸获得了州政府的警车拨款，我们意识到我们目前的6辆老旧汽油车可以更有效地更换。相比于汽油车，我们预计每年可以节省大约6000美元。他们现在启用的Model 3将成为一辆主要的巡逻车，他们表示这将是乌波拉等城市的一个很好的试点项目。我们的目标是展示这一倡议的成本效益和效率，可能引导其他城市进行车队现代化的努力。他们谈到安全是一个关键因素，Model 3提供了GPS定位和一直处于活动状态的摄像系统等功能。这对于警官和市民的安全至关重要，因为它确保了事故、追逐或其他事件的记录，提供了有价值的数据。

Today we have a group of 33 senators urging Tesla and 12 other automakers to remain neutral in ongoing efforts by the UAW to organize the non-union plants. This letter went to Tesla and Elon as well as executives at Toyota VW Hyundai Rivian Mercedes Honda Nissan BMW and others urging them to pledge not to interfere in any organizing activities. The letter raised concerns about reports that management of numerous automakers has acted illegally to block unionization efforts. It also cited findings that Tesla employed multiple illegal tactics aimed at stopping organizing efforts including online harassment, employee interrogations and retaliatory firings. VW refuted the claims made against it that it engaged in union busting by destroying pro-union materials and a break room but they argued it was just cleaned by maintenance staff. I really don't think Tesla will need to do any union busting anyway. We saw last month that they raised wages for workers at Nevada in an attempt to keep the majority happy.

今天，我们有一群由33位参议员组成的团体，敦促特斯拉和其他12家汽车制造商在美国车工工会（UAW）组织非工会工厂的努力中保持中立。这封信不仅发给了特斯拉和埃隆，还发给了丰田、大众、现代、Rivian、梅赛德斯、本田、日产、宝马等公司的高管们，敦促他们承诺不干预任何组织活动。这封信对报道中提到的多家汽车制造商管理层非法阻挠工会组织的行为表示担忧。信中还引用了关于特斯拉采用多种非法策略来阻止组织努力的调查结果，包括在线骚扰、员工讯问和报复性解雇。大众对针对自己的指责予以驳斥，称其摧毁亲工会资料和休息室的行为是由维护人员清理的，而不是为了破坏工会。我真的不认为特斯拉需要进行任何破坏工会的行动。我们上个月看到他们提高内华达州工人的工资，以试图让大多数人满意。

Here we have a study from IC cars for looking at the most popular used EVs in the United States for 2023. This column is the percent of total 1-5 year old used EV sales, the Model 3 and the Model Y, the two most popular used EVs.

在这里，我们有一项关于2023年美国最流行的二手电动汽车（EV）的研究。这一列显示的是1-5年内的二手EV销售的百分比，其中包括了Model 3和Model Y，这两款是最受欢迎的二手EV。

You have to keep in mind with studies like this it will depend on how many of these vehicles are actually available in the used market. IC cars did point out compared to 2022 the Model S and X have declined in popularity especially relative to the Chevy Bolt and the Nissan Leaf.

你必须记住，对于这样的研究来说，结果将取决于二手市场上实际可用的这些车辆数量。与2022年相比，内燃机车辆的研究指出，特斯拉的Model S和Model X的受欢迎程度有所下降，尤其是相对于雪佛兰Bolt和日产Leaf而言。

You can see for 2022 that the Model S and X were actually more popular in terms of a percent of all of those used car sales than the Chevy Bolt and the Nissan Leaf but for 2023 that is no longer the case. This phenomenon could just be more customers opting for more affordable EVs, it could be more people opting for newer Model S and X vehicles given the refresh and now the significant price cuts. Plus the base Model X qualifies for the full tax credit for a new model.

从2022年的数据来看，就所有二手车销量占比来说，Model S和Model X实际上比雪弗兰Bolt和日产Leaf更受欢迎。但是到了2023年，情况不再如此。这一现象有可能是更多消费者选择了更实惠的电动汽车，也有可能是更多人选择了经过改版且价格大幅下降的新款Model S和Model X车型。此外，基础款Model X符合新车型的全额税收减免资格。

In case you were wondering here's a look at the list for non EVs, the Ford F-150 the most popular used car last year. Honestly though I'm not sure with some of these studies that are done by these brands because in the write up listen to what they said. While major updates to Tesla's most expensive vehicles, the S and X, they're likely to continue dropping in popularity. This was a used car study so how do they expect Tesla to update these used vehicles? And if they meant update the new vehicles, well Tesla just did that within the last two years.

如果你想知道的话，以下是非电动汽车清单，去年福特F-150是最受欢迎的二手车。但说实话，我对某些品牌的研究持怀疑态度，因为听听他们说的话。尽管特斯拉的最昂贵车型S和X进行了重大更新，但它们可能会继续降低受欢迎程度。这是一项二手车研究，他们怎么能指望特斯拉更新这些使用过的车辆呢？如果他们是指更新新车型，那特斯拉在过去两年内已经做到了。

The out of spec motors YouTube channel dropped a 5 hour plus video live streaming the Cybertruck highway range test at 70 miles per hour starting at 100% full charge and going all the way to zero. This was an all wheel drive variant with the all terrain tires remember those all season tires that should yield better range won't be available until later this year. Either way the result 254 miles on this test. The test was done in Texas with cold temperatures of 45 degrees fahrenheit some people were saying it was in freezing weather and technically it was not.

《不合规格的电机》YouTube频道发布了一个5小时以上的视频，直播了以每小时70英里的速度进行的Cybertruck公路续航测试，从100%的电量开始一直到耗尽。这是一辆全驱动变种，配备了全地形轮胎（还记得那些全季节轮胎，它们应该能提供更好的续航里程，但要到今年晚些时候才能使用）。无论如何，这次测试的结果是254英里。测试是在德克萨斯州进行的，气温为华氏45度，有些人说那是在冰冻的天气中进行的，从技术上讲并不是。

So if you start with the listed range of 320 miles this would have been about a 20% range loss. For some context when Kyle and out of spec did the same test with the Rivian R1T granted it was a quad motor variant so not apples to apples and that Rivian test was actually done at altitude and the higher up you go the less dense the air becomes. During that test the Rivian traveled 289 miles but it was also a warm day and we know cold temperatures have a pretty large impact on actual range.

所以，如果您从320英里的标称续航里程开始测试，那么实际续航里程的损失大约为20%。为了更好理解，当Kyle和其他规格不符的人用Rivian R1T进行了同样的测试时，尽管这是四驱版本，所以并不完全可比，而且Rivian的测试实际上是在高海拔地区进行的，因为海拔越高，空气密度越小。在那次测试中，Rivian行驶了289英里，不过那天气温较高，我们也知道寒冷的温度对实际续航里程有相当大的影响。

I'm just guessing here but I would assume that the all terrain tires could contribute to between an 8 to 12% range hit specifically relative to the all seasons that again will be available later this year. Thus I'd be fairly confident in saying in warmer temperatures and with better tires the Cybertruck could easily hit 280 plus in this same test. It's true that some people are going to be disappointed with a result like this.

我只是猜测而已，但我认为全地形轮胎可能会导致续航里程减少8%到12%，特别是与今年晚些时候将推出的全季节轮胎相比。因此，我可以相当有信心地说，在更暖和的温度和更好的轮胎下，Cybertruck在同样的测试中很容易达到280英里以上的续航里程。当然，有些人可能会对这样的结果感到失望。

Honestly though we have to remember the 4680s are still in very early days as we just talked about they're continually going through new design changes, new chemistries, new manufacturing techniques so we have to give Tesla at least some grace as they work through all of these upgrades. There's also a pretty good chance right now Tesla is limiting these 4680s to some degree to avoid reaching the extremes.

老实说，我们必须记住4680电池仍处于非常早期阶段，正如我们刚才谈到的，它们不断经历新的设计变化、新的化学成分、新的生产技术，所以我们必须在这些升级过程中给特斯拉一些宽容。此外，现在很有可能特斯拉在某种程度上限制了这些4680电池的使用，以避免达到极限。

Kyle also pointed out that the CCS adapter did not work with the Cybertruck due to the plastic wheel arches but then they actually took those off and it still wouldn't work however I would say it's still not clear if that was just a one off situation or they're not going to work at all going forward. That being CCS. I think it's too soon to say for sure that the Cybertruck will never work with a CCS charger but of course in the long run given all the NACS announcements many more NACS ports are coming and in the years ahead not being able to use CCS should not be that big of a deal.

Kyle还指出，由于Cybertruck的塑料车轮弧线，CCS适配器无法使用，但他们事实上把它们取下来，仍然不能工作。但是，我认为现在还不清楚这是否只是一次性情况，还是以后根本不会工作。我指的是CCS接口。对于Cybertruck永远无法与CCS充电器兼容，现在说还为时过早，但是从长远来看，鉴于所有NACS的公告，会有更多的NACS接口出现，在未来几年里，无法使用CCS应该不是个大问题。

T Sportline has been giving us plenty of eye candy for the Cybertruck lately this time around we have a satin white wrap. So of all of the colors that you've seen which one is your favorite. Personally I'm still probably going with matte black black is my favorite color but the white one is indeed pretty clean.

T Sportline最近为Cybertruck带来了许多令人眼花缭乱的装饰，这一次是一层缎面的白色包裹。所以在你看到的所有颜色中，你最喜欢哪个？就个人而言，我可能仍然会选择哑光黑，黑色是我最喜欢的颜色，但白色确实非常干净漂亮。

Here we have Ford's US sales data for the fourth quarter and 2023 we're just going to focus on the year. Evie sold 72.6000 for the year putting them as the number two electric vehicle seller for the year. However it was not stellar growth from 2022 as they only grew 17.9%.

这里是福特汽车的2023年第四季度在美国的销售数据，我们只关注整年的销售情况。Evie在这一年售出了72,600辆电动汽车，使其成为该年度第二大电动汽车销售商。然而，与2022年相比，他们的增长率只有17.9%，并不算太出色。

Ford saw bigger growth in its hybrid division nearly doubling up their full beev sales. Having a look at the Mustang Mach E it did 40.7000 for the year only up 3% as in 2022 it did 39.4000. In fairness to the Mach E the production plans were down for retooling for a significant part of the first half of the year. But more than that throughout the year they did have stop sales they had some software issues they dealt with some recalls so it was a pretty bumpy year for the Mach E.

福特汽车在其混合动力部门取得了更大的增长，几乎将其全屋销售额翻了一番。看看"野马Mach E"，全年销量只增长了3%，2022年的销量为40,700辆，而2021年的销量为39,400辆。说实话，Mach E的生产计划在第一半年的大部分时间都受到了转型改造的影响。但更重要的是，整年期间他们不得不停止销售，因为一些软件问题和召回事项。因此，对于Mach E来说，这是一个相当波折的一年。

For the F150 Lightning for the full year 2023 it sold 24.1000 up 54% compared to 2022 when it did 15.6000. For the fourth quarter the Lightning did 11.9000 sales which is roughly 4000 per month so keep that number in the back of your mind as we head into 2024. And Ford's commercial vehicle the E Transit did 7.6000 up 18% for the year.

2023年全年，F150闪电车的销量达到24,100辆，相比于2022年的15,600辆增长了54%。在第四季度中，闪电车售出了11,900辆，平均每月约有4,000辆，所以在进入2024年时请记住这个数字。而福特的商用车型E Transit在全年内售出了7,600辆，同比增长了18%。

So for 2023 Ford did about 72.000 EV sales in the United States. GM was right around 62.000 so the question becomes for 2024 will either manufacture hit over 100.000 EV sales for the first time.

所以在2023年，福特在美国的电动汽车销量为约72,000辆。通用汽车约为62,000辆，所以问题就在于2024年，两家制造商是否能首次突破10万辆电动汽车销量。

All of the world's biggest car makers have been lobbying the UK government to try to weaken or delay rules to accelerate EV car sales. Toyota, Jaguar Land Rover and Nissan were among the companies to ask for delays in the ZEV rules. But VW Ford and Tesla actually argued the ZEV mandate should be tougher. Under the ZEV mandate as it stands 22% of new cars sold in 2024 must be zero emission, a figure that rises to 80% by 2030. Of course Toyota said that it was extremely concerned by the UK targets up to 2027 which could be challenging for manufacturers like Toyota and could cause financial and brand damage. VW said the targets were ambitious but seemed to be generally feasible. And the person who got their hands on these documents said clearly a lot of car makers while being enthusiastic about the EV transition in public had reservations about these trajectories in private.

全球最大的汽车制造商都一直在游说英国政府，试图削弱或推迟加速销售电动汽车的规定。丰田、捷豹路虎和日产等公司是要求推迟零排放车规定的公司之一。但大众、福特和特斯拉实际上认为零排放车要求应该更严格。根据现行零排放车规定，到2024年销售的新车中必须有22%是零排放，这个比例到2030年将提高到80%。当然，丰田表示对英国2027年之前的目标非常担忧，这对像丰田这样的制造商可能具有挑战性，可能会引发财务和品牌损失。大众表示这些目标是雄心勃勃的，但似乎在一般情况下是可行的。获得这些文件的人明确表示，虽然很多汽车制造商在公开场合对电动汽车转型持乐观态度，但私下里对这些发展轨迹持有保留意见。

Meanwhile, we have Washington DC also moving forward with some EV mandates. These are the ones that require automakers to sell only ZEVs starting in 2035. The Department of Energy and Environment said EV prices continue to decrease over time and the EPA projects when considering all of the economic incentives available. The average EV will cost $400,000 to $4,000 less than a gasoline equivalent by 2032. Even greater cost savings occur when the maintenance and fuel savings of approximately $10,000 that the average owner will save over 8 years of ownership are considered. In addition to Washington DC, some other northeastern states listed here are also currently pursuing EV mandates.

与此同时，华盛顿特区也在推进一些电动汽车法规。这些法规要求汽车制造商从2035年开始只销售零排放汽车。能源和环境部表示，随着时间推移，电动汽车的价格将继续下降，美国环保署预计，在考虑所有经济激励措施时，到2032年，普通电动汽车的价格将比汽油车低40,000到400,000美元。考虑到普通车主在8年的所有权期内可节省约10,000美元的维修和燃料费用，节省的成本更加显著。除了华盛顿特区，其他一些列在此处的东北部州也在目前推行电动汽车法规。

Here we have a research firm Energy Trend predicting a global surge in large-scale battery storage for 2024. Energy Trend is predicting up to 128GB hours of utility-scale installations for the year and if you factor in residential as well, that number jumps to 167GB hours. For context, you would need more than four Tesla Megapack factories in Lathrop running at full capacity to satiate this demand. Of that number, they said China should account for 55GB hours of that capacity. I think most of us here know the demand for this battery energy storage is massive. However, as we saw this year, it does not come without challenges. 2023 deployments were below some expectations thanks to these three reasons, supply chain disruptions, long lead times for items like high-voltage transformers and grid connection delays.

在这里，我们有一家名为Energy Trend的研究公司预测，到2024年全球大规模电池储能将会有一个激增。Energy Trend预测，该年份的公用规模安装将可达到128GB小时，如果考虑住宅领域也是如此，这个数字将增加至167GB小时。就背景而言，为满足这一需求，你需要超过四个同时以满载运行的特斯拉Megapack工厂在Lathrop。在这个数字中，他们表示中国应该占到55GB小时的储能容量。我认为我们这里大多数人都知道对这种电池储能的需求是庞大的。然而，正如我们今年看到的，它并不是没有挑战。2023年的部署低于某些预期，原因在于供应链中断、高压变压器等物品的长交付时间以及电网连接的延迟。

Mobile iStock was down almost 25% today, thanks to their 2024 revenue guidance coming in at $1.9 billion down from expectations that were $2.6 billion. They blamed the outlook on their customers having built up inventories on their advanced driving assistance chips. Saying, we've become aware of excess inventory at our customers.

今天移动iStock下跌了近25%，这要归因于他们在2024财年的收入指引只有19亿美元，低于预期的26亿美元。该公司将这一前景归咎于客户对其先进驾驶辅助芯片积累了过多库存。他们表示：“我们已经注意到我们的客户存在过多库存。”

Using data from Tesla and Troy Tesla, we have Clean Technica saying that unofficially, the Model Y has passed the Model 3 in cumulative sales. Cumulatively, for the Model 3 at the end of Q4, the number was $2.295 million compared to cumulatively for the Model Y at the end of Q4 being $2.493 million. That means it took roughly about 6 years for the Model 3 to hit that 2 million cumulative mark and it took only about half that time or roughly 3 years for the Model Y to do the same thing.

根据特斯拉和特洛伊特斯拉的数据，我们可以得出Clean Technica的说法，即未经官方确认，Model Y在累积销量上已经超过了Model 3。累计到第四季度末，Model 3的销量达到了229.5万辆，而Model Y在第四季度末的累计销量为249.3万辆。这意味着Model 3用了大约6年的时间才达到200万辆的累计销量，而Model Y只用了大约一半的时间，也就是大约3年的时间达到同样的成绩。

Fisker has decided to abandon the direct-to-customer model, the one that Tesla employs, saying that it was too expensive, now they're shifting to the traditional dealership route, hoping to sign at least 50 this year.

菲斯克决定放弃像特斯拉那样的直接面向客户的销售模式，并表示这种方式成本太高。现在，他们转向传统的经销商模式，希望今年至少签约50家经销商。

The Chevy Blazer EV is not off to a great start, now we have GM announcing that sales of the Blazer EV are going to be temporarily suspended while they work on resolving owner reported software issues. They said our team is working quickly to roll out a fix and owners will be contacted with further info on how to schedule their update. Right now though, it's unclear exactly what they're trying to fix as the GM reps will not go into detail.

雪佛兰Blazer EV的开局并不顺利，现在通用汽车宣布暂时停售Blazer EV，以便解决车主反映的软件问题。他们表示我们的团队正在快速努力推出修复方案，并将联系车主，提供有关如何安排更新的进一步信息。不过目前还不清楚他们试图修复什么问题，因为通用汽车的代表不愿透露细节。

As it stands now, there's currently no timeline for a fix and they're saying it seems to require a visit to the dealer as opposed to an OTA update, but that's not set in stone. Within the last two weeks, we talked about that Chevy Blazer report from Motor Trend with a long list of problems for a brand new Blazer EV.

目前为止，对于这个问题修复没有具体的时间安排，他们表示似乎需要亲自去经销商那里修理，而不是通过OTA更新，但这并不是确定的。在过去的两周里，我们谈到了Motor Trend关于雪弗兰Blazer EV出现一系列问题的报道。

Met God in the wilderness did a drone fly over of Fremont and as you're looking at right now, we see some Model 3 highland vehicles in the parking lot right now. So just one more anecdote of confirmation that test production of the new Model 3 seems to be underway at Fremont.

我在荒野中见到上帝时，一架无人机从弗里蒙特上空飞过，正如你现在所看到的，我们现在停车场里看到一些Model 3高地车辆。这只是另一个证明新Model 3的测试生产似乎已在弗里蒙特开始进行的轶事。

In that out of spec Cybertruck video, they showed that in service mode, the Cybertruck has an interior cabin radar that can actually detect if certain seats are occupied or not.

在那个出规格的Cybertruck视频中，他们展示了在服务模式下，Cybertruck配备了一个内部驾驶舱雷达，实际上可以检测特定座位是否被占用。

Tesla charging posted some nice photos saying 55,000 superchargers around the world and counting. One theme I think a lot of us are still waiting for is going to be when these third party developers think Tesla has enough of a network effect to begin developing third party apps that integrate directly with Tesla's API. Tesla has confirmed they're already working on setting up that ecosystem to make this all possible and now we have Tesla Energy saying fleet API supports Powerwall, Solar and Wall Connector enabling devs to access data and interact with these devices.

特斯拉充电发布了一些很棒的照片，宣称全球拥有55,000个超级充电站，并且还在不断增加。其中一个我相信很多人还在等待的主题是第三方开发者何时认为特斯拉已经具备足够的网络效应，开始开发与特斯拉API直接集成的第三方应用程序。特斯拉已经确认他们已经在搭建这个生态系统，使得这一切成为可能，而现在特斯拉能源表示，车队API支持Powerwall、Solar和Wall Connector，使开发者能够访问数据并与这些设备进行交互。

I think some exciting things should be ahead this year. 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.

我觉得今年将会有一些令人兴奋的事情。希望你们有一个美妙的一天，你可以在下方链接中找到我。如果你喜欢这个视频，请给它点赞，对我所有的Patreon支持者表示衷心的感谢。