Caresoft Raves About Tesla Engineering / Toyota Admits Tesla's Lead / Tesla and CATL ⚡️
发布时间 2024-05-23 09:33:29 来源
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Welcome to Electrified. It's your host, Dylan Umis. Quick shout out to my newest patrons, Ganthe J and Blake T. Thank you for choosing to support the channel. It's been well documented as of late that Chinese EV makers are looking to expand globally. Now we have Chinese battery makers looking to do the exact same thing. CATL is making expanding overseas a top priority, as it sees less room for growth in the competitive domestic market. CATL plans to add two extra factories overseas to this six it has already planned.
欢迎来到《通电》节目。我是主持人迪伦·乌米斯。特别感谢我的最新赞助者甘西J和布雷克T。感谢你选择支持本频道。最近已经有充分记录显示，中国电动汽车制造商正试图向全球扩展。现在我们看到中国电池制造商也有同样的打算。作为竞争激烈的国内市场增长空间有限，CATL将扩展海外业务作为首要任务。CATL计划在已计划的六家工厂外再增加两家海外工厂。
The computers across CATL factories all had the wallpaper. Whoever goes overseas is the hero of the company go out and go overseas. Robin Zhang, the founder and chair of CATL said the international situation will change rapidly in 2024, but the trend of new energy is an international consensus and the temporary uncertainty will give more opportunities to those who are capable. We've talked about how forward in CATL have plans for a battery plant in Michigan and we learned about Tesla and CATL working together in some capacity for a factory in Nevada.
在CATL的工厂里，所有的电脑都装着这个壁纸。不管谁去海外，都是公司的英雄。CATL的创始人和董事长张润宇表示，到2024年国际形势会迅速变化，但新能源的发展趋势是国际共识，暂时的不确定性会给有能力的人带来更多机会。我们已经听说CATL计划在密歇根建立一个电池工厂，并了解到特斯拉和CATL在内华达某个工厂有合作。
We learned a bit more about how that may work. CATL is looking to expand overseas through technology licensing. They've been in talks with about 10 OEMs for cooperation under LRS, a licensed royalty service model. Under that model, CATL provides technology licensing as well as plant construction and operation services to help global OEMs and even the company's peers quickly master battery production capabilities. Which sounds a lot like what we heard Tesla planning to do with CATL using some of their older equipment for that new factory in Nevada.
我们对这种可能会发生的情况有了更多了解。CATL希望通过技术许可来拓展海外业务。他们正在与大约10家原始设备制造商就采用LRS授权和专利服务模式展开合作谈判。在这种模式下，CATL提供技术许可以及工厂的建设和运营服务，以帮助全球原始设备制造商，甚至公司同行迅速掌握电池生产能力。这听起来很像我们听说的特斯拉计划与CATL合作，在内华达州的新工厂中使用他们一些老设备。
They said in China, as the growth in the domestic market near saturation, globalization will be the next most important growth space for CATL. As a reminder, CATL is the world's largest battery maker, installing 259 gigawatt hours of batteries in 2023, and it continued to rank first in the world with a 36.8% share of the market last year. Tesla will likely need plenty of LFP cells that will primarily come from CATL for the cybercab and of course for the megapack.
他们在中国表示，随着国内市场增长接近饱和，全球化将成为CATL下一个最重要的增长空间。提醒一下，CATL是世界上最大的电池制造商，在2023年安装了259千兆瓦时的电池，并且去年市场份额继续保持36.8%，在全球排名第一。特斯拉可能将需要大量的LFP电池，这些电池主要将来自CATL，用于Cybercab和当然还有Megapack。
Then when you factor in all of the battery production incentives right now in the United States and the much higher tariffs on batteries imported from China, paired with CATL now having these global licensing ambitions, there's a perfect storm of sorts brewing for Tesla. There's still a fair amount of uncertainty here, but if Tesla can expand its partnership with CATL in the United States and capture at least some of the battery production incentives for using CATL's technology, it could be a win-win for both parties.
现在考虑到美国所有的电池生产激励措施，以及从中国进口电池的更高关税，再加上CATL现在拥有这些全球授权野心，对特斯拉来说，可能会出现一场完美的风暴。目前还存在相当多的不确定性，但如果特斯拉能够在美国扩大与CATL的合作，并利用CATL的技术获取至少一部分电池生产激励措施，那么对双方来说将是双赢的局面。
On this front, we also learned today some of the steep tariff increases like those on EVs and batteries from China will go into effect on August 1st. There is however going to be a 30-day public comment period that will wrap up on June 28th. The new measures affect about $18 billion in current imported Chinese goods including steel and aluminum semiconductors EVs, critical minerals, solar cells and cranes.
在这方面，我们今天也了解到，诸如对来自中国的电动汽车和电池等产品的大幅关税增加将于8月1日生效。然而，将会进行为期30天的公众意见征询期，截止日期是6月28日。新措施影响了价值约180亿美元的当前进口中国商品，包括钢铝半导体、电动汽车、重要矿物、太阳能电池和起重机。
One of the bigger categories is lithium ion batteries making up $13.2 billion of that number. However, $10.9 billion of that number is for non-vehicle lithium ion batteries. That leaves about $2.3 billion of lithium batteries that are specifically for EVs that are going to be impacted by these increased tariffs. Don't forget this technology licensing push from CATL if it takes place in the United States would also protect jobs which really is one of the main goals of these new tariffs.
其中一个大类是锂离子电池，占据了130亿美元中的一部分。然而，其中109亿美元是用于非汽车锂离子电池。这意味着大约23亿美元的锂电池是专门用于电动汽车的，这些增加的关税将会影响到它们。如果这种技术许可推动来自CATL，如果在美国实现，也将保护工作机会，这确实是这些新关税的主要目标之一。
In sure, in an ideal world, Tesla would be making LFP batteries on its own, but as we've been seeing the past few months with 4680s, making batteries is an incredibly difficult task. Yes, even for a company like Tesla with a wealth of engineering talent. Energy storage news has been talking to some of the industry players and we're now getting some reactions about the news of these tariffs. China accounts for only about 2% of EV sales in the US, one of those examples would be the Polestar 2. But the effect on batteries and solar will be more substantial.
在理想的情况下，特斯拉本应该自己生产LFP电池，但正如我们在过去几个月中看到的关于4680电池的情况，生产电池是一项极其困难的任务。是的，即使对于像特斯拉这样拥有大量工程人才的公司也是如此。能源存储新闻一直在与一些行业参与者交流，我们现在开始听到一些关于这些关税的新闻的反应。中国仅占美国电动汽车销售量的约2％，一个例子就是Polestar 2。但对电池和太阳能产业的影响将更为显著。
On the battery front, the effect will be more pronounced for lithium iron phosphate, LFP cells with Chinese companies virtually the only ones producing them. Wood McKenzie is also predicting the outcome of these tariffs is to increase the cost of grid scale battery storage by 6% starting in 2026. And one thought to keep in mind, even with the tariffs that are being proposed, you'll still see batteries from China being sold to the US because they're that competitive on price and their technology is market leading.
在电池方面，对于锂铁磷酸盐（LFP）电池，中方公司几乎是唯一生产商，因此这些关税将会产生更明显的影响。伍德麦肯齐公司还预测，这些关税将会导致从2026年开始，电网规模储能系统的成本增加6%。值得注意的是，即使有了提出的关税，仍然会看到来自中国的电池销售到美国，因为它们在价格上具有竞争优势，而且技术领先。
It really is a tough one, there's so much nuance to the conversation, but from a high level, of course protecting jobs is an important thing, but so is having competitive and affordable prices for all of these products for consumers. So I hope we don't end up in a world where in the short term we go out of our way to protect all of these jobs to then build products that a few years from now the mainstream still can't actually afford and those companies and those jobs end up going out of business anyway. We got some new car registration data from the ACA for the European Union. Looking at full BEVs across the EU from January to April, a total of 441.9000 BEVs were registered, which was a 6.4% increase from the previous year. On this chart, we're just going to focus on the left where we see full battery electric data and this is year to date January through April. So far this year, Germany is still leading the way with over 111,000 registrations, but France is in a close second at 104.6000.
这确实是一个棘手的问题，这次对话有很多微妙的地方，但从高层来看，保护工作岗位当然很重要，但为消费者提供具有竞争力和价格亲民的产品也同样重要。因此，我希望我们不会最终陷入一个短期内竭尽全力保护这些工作岗位，然后生产的产品几年后市场仍然无法承受，那些公司和岗位最终也会破产的世界。我们从欧盟汽车协会获得了一些新的汽车注册数据。从一月到四月份，欧盟范围内共注册了44.19万辆电动汽车，比去年同期增长了6.4%。在这个图表上，我们将专注于左边，展示了全电动汽车的数据，截止到四月为止。今年迄今为止，德国仍然以超过11万辆的注册量领先，但法国紧随其后，注册了10.46万辆。
In third place, we have Belgium at over 40,000 and in fourth place, we have the Netherlands at over 39,000. Rounding out the top five is Sweden at 25.2000. Also of note though, looking at year over year data, Germany is down 10.8% while France is actually up 27.7%. Given the EV subsidies being taken away in Germany, this should come as no surprise. But again, across the board for the EU, full EV sales are actually up over 6% year to date. Here we have the breakdown by manufacture, also across the EU. We're just looking at January through April. In terms of units for Tesla, they're at 77.1000 for this year, down from 80.3000 last year, down 4% year over year.
在第三位，我们有比利时超过40,000，而在第四位，荷兰排名超过39,000。排名前五的还有瑞典，达到25,2000。此外值得注意的是，从同比数据来看，德国下降了10.8%，而法国实际上增长了27.7%。考虑到德国取消了电动汽车补贴，这并不令人意外。但另一方面，在欧盟范围内，全电动汽车的销量今年迄今实际上增长了超过6%。以下是欧盟各制造商的销售分析，从1月到4月。就特斯拉的销售量而言，今年为77,1000辆，低于去年的80,3000辆，同比下降4%。
Thus, for this timeframe, Tesla's market share has gone from 2.3% down to 2.1% this year. So far though, things are even worse for Ford as their registrations are down over 15%. I'd also note that Volvo has seen strong growth up 45% and it's not like they're coming from a super small base going from 70,000 last year to over 101,000 the same timeframe this year. This means that of the volume players, which I'm defining as over 50,000 units during this time frame, only 4 of them are negative, 1 being Tesla, 2 being Ford, 3 being the Hyundai Group, and 4 being Mercedes Benz. All other volume players are positive so far year to date. And in case you see articles reporting other data, there is another chart which is the EU, the EFTA, and the UK all combined together. With this data, Tesla is actually down 7.9% year to date and their market share has fallen from 2.6% last year to 2.2% this year. It should go without saying but don't forget Tesla did have a tumultuous quarter one which is affecting their year over year numbers, especially across the European Union.
因此，在这个时间段内，特斯拉的市场份额从2.3%下降到了今年的2.1%。到目前为止，福特的情况甚至更糟，他们的注册量下降超过15%。我还想指出，沃尔沃实现了强劲增长，增长达45%，而且并非他们从一个非常小的基数开始，去年从7万辆增长到今年同期的超过10.1万辆。这意味着在这个时间段内的量产车型中，我定义为超过5万辆的车型，只有4个是负增长的，其中特斯拉排名第一，福特排名第二，现代集团排名第三，梅赛德斯-奔驰排名第四。到目前为止，所有其他量产车型都是正增长的。另外，如果你看到报道其他数据的文章，还有另外一个图表，即欧盟、欧洲自由贸易联盟以及英国所有合并在一起的数据。根据这些数据，特斯拉在今年迄今为止实际下降了7.9%，市场份额也从去年的2.6%下降到今年的2.2%。不用多说，不要忘记特斯拉在第一季度经历了动荡，这影响了他们的同比数据，尤其是在整个欧盟地区。
Throw in the change over to the new Model 3 and these EV incentives being removed in places around the EU and these numbers could actually be a lot worse. As we all know, legacy media loves negativity, specifically when it's directed at Elon and Tesla. Luckily for us, there's now a way to cut through all of that nonsense and get direct to the factuality of these sources by knowing who actually owns the sources and what is the political leaning of each source.
在转向新的Model 3和欧盟各地撤回这些电动车激励措施的情况下，这些数字实际上可能会更糟。众所周知，传统媒体喜欢负面报道，尤其是当指向埃隆和特斯拉时。幸运的是，现在有一种方法可以穿透所有这些无稽之谈，直接了解这些消息来源的真实性，即了解到底是谁拥有这些消息来源以及每个来源的政治倾向是什么。
That's all thanks to ground news, the sponsor of this video. Ground news is a website and an app developed by a former NASA engineer to highlight the biased distribution and political affiliation of each media source based on ratings from three independent news monitoring organizations. The truth is, many of you have reached out to me unprompted to let me know how much you've been enjoying ground news.
这一切都要归功于本视频的赞助商ground news。Ground news是一个由前NASA工程师开发的网站和应用程序，旨在根据三家独立新闻监测机构的评分，突出每个媒体来源的偏见分布和政治倾向。事实上，很多人在未经提示的情况下联系我，告诉我他们有多喜欢ground news。
What's nice for people like us is you can create your own custom list and I have one for just Tesla and Elon breaking news. Perhaps even more importantly though, during an election year like this one, ground news is top tier for cutting through the political noise. In my experience so far, this feature alone has made ground news a company that I'm happy to support whether they support the channel or not. So I'd highly encourage you to check out their election page where you can check out all of the candidates and all of the latest breaking news with all of the political bias for each source.
对我们这样的人来说，好处是你可以创建自己的自定义清单，我有一个专门用于特斯拉和埃隆的最新消息。然而，更重要的是，在像今年这样的选举年，ground news是剔除政治噪音的顶级工具。根据我的经验，仅凭这一功能，ground news成为我愿意支持的公司，无论他们是否支持该频道。因此，我强烈建议您查看他们的选举页面，在那里您可以查看所有候选人和各来源报道的所有最新消息和所有政治偏见。
You can head to ground.news slash electrified linked below to get 40% off unlimited access to the vantage plan which is what I use. Or if it's easier, you can use the QR code right on the screen. As always, thanks for considering supporting channel in this way. There was an article going around about this AI summit that just took place in Seoul Korea and they shared this image including Elon which would lead the reader to believe that Tesla or XAI was in attendance.
您可以前往ground.news/electrified下方的链接，获得Vantage计划的无限访问权，可享受40%的折扣。这正是我所使用的。或者，更简单的方法是，您可以直接使用屏幕上的二维码。无论如何，感谢您考虑以这种方式支持我们的频道。最近有一篇关于在韩国首尔举行的AI峰会的文章传开，并分享了包括埃隆在内的照片，这会让读者认为特斯拉或XAI出席了会议。
However, I went to look up the official list of the attendees and when it comes to governments, yes, the United States was listed. And here's the clarification for Elon. He was there on behalf of XAI. Tesla was nowhere to be found on the list. One significant outcome of this summit was an agreement to implement a kill switch policy for AI. It would halt the development of their most advanced AI models if they were deemed to have surpassed certain risk thresholds.
然而，我查看了与会者的官方名单，关于政府方面，美国确实在名单上。至于埃隆，他是以XAI的名义出席的，特斯拉并未出现在名单上。这次峰会的一个重要结果是达成了一项关于实施人工智能紧急切断开关政策的协议。如果他们被认为已经超过了某些风险门槛，这将使其最先进的人工智能模型的发展暂停。
On the surface, sure, it sounds great, but some glaring problems. One would be the effectiveness of this policy because right now there's no legal framework to actually enforce it. Second, they really did not clearly define what these risk thresholds actually are in practice. And third, what about all of the companies developing AI that were not at this summit? The good news is at least the world is waking up to some of these potential dangers and people are actively talking about finding solutions.
表面上看，这项政策听起来很不错，但存在一些明显的问题。首先是这项政策的有效性，因为目前并没有法律框架来实际执行它。其次，他们并没有明确定义这些风险门槛在实践中究竟是什么。第三，那些没有参加这次峰会的公司又该怎么办呢？好消息是，至少全世界正在意识到一些潜在的危险，并且人们正在积极讨论寻找解决方案。
On the ChargePoint website, it appears as though they've teamed up with Airbnb and they're offering an exclusive welcome package for Airbnb hosts. They can get over 25% off a ChargePoint charger and $100 off installation. Seems like a no-brainer partnership. ChargePoint can sell more of its hardware and software and Airbnb hosts can attract more guests to their locations. Today, SunPower has announced it'll now be offering Tesla's Powerwall 3 as part of its curated portfolio of high quality and affordable solar and storage products.
在ChargePoint的网站上，他们似乎与Airbnb联手，为Airbnb房东提供独家的欢迎套餐。他们可以享受ChargePoint充电器超过25%的折扣和100美元的安装费优惠。这似乎是一个不容错过的合作伙伴关系。ChargePoint可以销售更多硬件和软件，而Airbnb房东可以吸引更多客人来到自己的房源。今天，SunPower宣布将Tesla的Powerwall 3列入其精心策划的高质量且价格实惠的太阳能和储能产品组合中。
Their senior vice president said homeowners are increasingly turning to battery storage to protect themselves against utility rate hikes and grid outages. We witnessed record breaking battery storage sales in 2024 and see a future where almost all solar systems are paired with storage. Pairing the Tesla Powerwall 3 with our industry leading SunPower Equinox solar system was a natural progression in offering homeowners the best products on the market.
他们的高级副总裁表示，业主们越来越倾向于使用电池储能来保护自己免受公用事业费用上涨和电网停电的影响。我们在2024年见证了创纪录的电池储能销售，并预见到未来几乎所有的太阳能系统都将配备储能设备。将特斯拉Powerwall 3与我们领先行业的SunPower Equinox太阳能系统配对，是为业主提供市场上最佳产品的自然进展。
It's projected that one in every four American homeowners who install rooftop solar this year will also add battery storage. They said the Tesla Powerwall has become one of the most sought after battery storage solutions accounting for over half of home battery installations last year. SunPower Financial will also be offering lease financing for the Tesla battery installations as about 82% of SunPower customers choose to finance their solar plus storage system.
据预测，今年安装屋顶太阳能的四分之一美国房主将会增加电池储存设备。他们表示，特斯拉Powerwall已经成为最受欢迎的电池储存解决方案之一，去年超过一半的家用电池安装都是使用Powerwall。SunPower Financial还将为特斯拉电池安装提供租赁融资，因为大约82%的SunPower客户选择为他们的太阳能加储存系统融资。
That means their customers can seamlessly finance their Powerwall 3 with no down payment, affordable monthly payments and a fast application process. SunPower conducted rigorous testing to confirm the Powerwall 3 meets SunPower's high performance and quality standards integrating with other products in its portfolio. For some context about how big SunPower is they added 16,000 new customers in quarter four of last year and 75.9,000 new customers for the entirety of 2023.
这意味着他们的客户可以无需首付款，通过负担得起的月付款和快速申请流程来无缝融资他们的Powerwall 3。SunPower进行了严格测试，以确认Powerwall 3符合SunPower的高性能和质量标准，与其产品组合中的其他产品整合起来。为了解释SunPower有多大，他们去年第四季度新增了16,000名客户，整个2023年新增了75.9万名客户。
Just for easy math if SunPower were to add another 80,000 customers over the next 12 months and let's say roughly 25% of them want a Powerwall 3 that would be 20,000 Powerwall 3 orders for Tesla. I am by no means advocating getting involved in something like this but just so you know there is a cyber truck listed for sale on Doug Demiros, cars and bids. Right now there's six days left and the high bid is $140,000. A potentially exciting development from Joe Tettmeyer he said it's E.D.A delivery day at Gigatexus this time to the die shop. He said this is important for casting design, testing maintenance and future products. So could this be related to the upcoming cyber cab? I think there's a decent chance. We are currently 77 days away from the Robotaxy Unveil event. This right here could serve as a moment of truth of sorts for Tesla's FSD specifically when it comes to locations across Europe. Tomorrow at the Grand Ridge Virtual Association, Tesla along with other automakers will show off the best of their autonomous driving solutions.
如果SunPower在未来12个月内再增加80,000名客户，假设大约25%的客户想要购买Powerwall 3，那么将会有20,000个Powerwall 3订单给Tesla。我绝对不是在倡导参与这样的事情，但只是让你知道Doug Demiros的汽车和竞标上有一辆塞伯坦卡罗芬普遍受欢迎的汽车正在出售。现在还有六天，最高出价为$140,000。Joe Tettmeyer发布了一个潜在激动人心的消息，他说这次在Gigatexus的E.D.A交货日是送到模具店。他说这对于铸造设计、测试维护和未来产品来说很重要。这可能与即将推出的塞博卡有关吗？我认为有很大的可能性。我们距离Robotaxy揭幕活动还有77天。这个时间点可能会成为特斯拉FSD的一个关键时刻，特别是当涉及到欧洲各地点的时候。明天在Grand Ridge虚拟协会上，特斯拉和其他汽车制造商将展示他们自动驾驶解决方案中的最佳部分。
The United Nations Economic Commission for Europe or UNECE is one of five regional commissions of the United Nations Economic and Social Council. And then within that organization the working party on automated autonomous and connected vehicles which they refer to as GRVA focuses on developing international regulations, guidelines and interpretations for the safety and performance of automated and connected vehicles. Thus the GRVA operates as a subsidiary of sorts under the UNECE. On the ride and drive sign up spreadsheet Tesla was featured confirming FSD version 12 will be on display. Each ride will last 30 minutes and can support up to three people per ride. Tesla will bring four cars to the event but other automakers like Aptiv, BMW, Ford, Mobileye, GM and Mercedes will be there as well.
联合国欧洲经济委员会（UNECE）是联合国经济和社会理事会五个区域委员会中的一个。在该组织内部，被称为GRVA的自动驾驶和连接车辆工作组致力于制定国际规章、指南和解释，以确保自动和连接车辆的安全性和性能。因此，GRVA可以看作是UNECE的一个子机构。在参加试驾活动的注册表上，特斯拉确认全自动驾驶版本12将亮相展示。每次试驾将持续30分钟，每次可支持最多三人。特斯拉将带来四辆车参加活动，其他汽车制造商如Aptiv、宝马、福特、Mobileye、通用汽车和奔驰也会参加。
I thought it was interesting for GM they said they're going to have a cruise AV there but it's only going to be for a static display. For the actual ride and drive GM is only going to showcase super-cruise and their hands-free tech. We've been talking the past few months about these new regulations across the EU that have been steps in the right direction but they still don't really allow for those system-initiated maneuvers which is a majority of what Tesla's FSD version 12 actually does. So not to over-hype this but this seems like an incredible opportunity for Tesla to differentiate itself from the competition directly to these regulators working at the UNECE. China is already racing forward with autonomy and has a great relationship with Elon and Tesla. In the US, Tesla executives already said they're not worried at all about getting widespread approval so it's really across the EU that's going to be the toughest challenge. So hopefully these regulators have a great experience with version 12 and then in the months ahead it can actually begin easing some of these regulations to allow for those system-initiated maneuvers and ultimately FSD hitting the streets much sooner across the EU.
我觉得通用汽车表示他们将在那里展示一辆无人驾驶巡航车很有趣，但只是静态展示而已。实际上的驾驶部分，通用汽车只会展示超级巡航和他们的无需双手技术。过去几个月我们一直在谈论欧盟新的规定，这些是朝着正确方向迈出的步伐，但仍然不允许系统主动进行机动，这正是特斯拉全自动驾驶版本12的大部分功能。所以不要过度炒作，但这似乎是特斯拉与竞争对手直接区别开来的绝佳机会，直接面向联合国欧洲经济委员会的监管机构。中国已经在自主驾驶方面领先，与埃隆和特斯拉有着良好关系。在美国，特斯拉高管已经表示他们一点也不担心获得广泛批准，所以真正的难题将是在欧盟。所以希望这些监管机构能够通过版本12获得良好体验，然后在未来几个月内，实际上开始放宽一些规定，允许系统发起的机动，最终实现全自动驾驶尽快在欧盟开展。
The 2024 GenCost Report has just been released. This is the leading economic report by CSIRO, Australia's National Science Agency. They started this report back in 2018 and for this year's report they had the highest volume ever of input and feedback from other industry players. For the first time ever this report included large-scale nuclear for the Australian market after a lot of pushback from the pro-nuclear crowd. They found that while generation units of that scale are unprecedented in Australia there are no known technical barriers. It also determined nuclear power was more expensive than renewables and would take at least 15 years to develop including construction. This reflects the absence of a development pipeline, the additional legal safety and security steps required and weighing the evidence provided by stakeholders. They also said wind power is recovering the slowest from global inflationary pressures and cost projections for both onshore and offshore wind have been revised upwards in the next decade. Despite that updated modeling found that renewables, including costs associated with additional storage and transmission, remained the lowest cost new build technology.
2024年GenCost报告刚刚发布。这是澳大利亚国家科学机构CSIRO主导的主要经济报告。他们从2018年开始了这份报告，而今年的报告有史以来获得了来自其他行业参与者最多的意见和反馈。这是该报告首次将大规模核电纳入澳大利亚市场，尽管受到亲核派人士的强烈反对。他们发现，虽然这样规模的发电单位在澳大利亚是前所未有的，但并没有技术障碍。报告还确定核能比可再生能源更昂贵，并且至少需要15年的时间来开发，包括建设。这反映了开发管道的缺失，需要额外的法律安全和安全措施，以及权衡利益相关者提供的证据。他们还表示，风力发电在全球通货膨胀压力下的恢复速度最慢，未来十年内陆上和海上风力发电的成本预测都得到了上调。尽管如此，更新的建模发现，包括与额外储存和传输相关的成本在内，可再生能源仍然是最低成本的新建技术。
Not only that but the gap between renewables and nuclear has widened despite the addition of integration and transmission costs to wind and solar even with up to a 90% renewable share. To date we have not talked much about nuclear on the channel but just to be clear I would be a proponent of the technology as part of a multifaceted energy approach globally.
不仅如此，尽管在风能和太阳能中加入了整合和输电成本，可再生能源与核能之间的差距仍在扩大，即使可再生能源的比例高达90%。到目前为止，我们在频道上并没有多谈论核能，但我要明确表示我支持将核能作为全球多元化能源方案的一部分。
But for now and just for the Australian market it seems unlikely that nuclear will play in outsized role anytime soon at least in part thanks to the cost of renewables being so attractive. And as we all know what goes very well with wind and solar, Tesla Megapacks.
但是目前仅针对澳大利亚市场来看，核能在短期内似乎不太可能发挥重要作用，部分原因是可再生能源的成本非常具吸引力。众所周知，风能和太阳能非常适合与特斯拉的Megapacks相配。
Stenwald Corporation in Australia says most of the heavy lifting is done at the 300 megawatt two hour big battery it's building at the site of its Terong coal power plant with the last of the projects 164 Tesla Megapacks now lifted into place at the site in Queensland. This station, one of Australia's largest remaining coal plants, plans to close in 2036.
澳大利亚的 Stenwald 公司表示，他们正在建造一个300兆瓦、两小时的大型储能电池，大部分的重活都在这里进行。最后164个特斯拉 Megapack 项目已经被吊装到了昆士兰州的 Terong 煤电厂现场。这个电站是澳大利亚剩下的最大煤电厂之一，计划在2036年关闭。
With the last of the megapacks now in place, contractors will focus on connecting them to transformers as well as installing high voltage underground conduits and feeder cable and preparing for the delivery of the two switch rooms, slowly but surely displacing coal one megapack at a time. We have the hotel zone of Cancun which installed a Tesla battery that allows storing solar energy to operate a 200 room during peak hours. This model has spread throughout the destination and there are at least four hotels in the Riviera Maya with this type of project.
随着最后一个超级电池组的安装完成，承包商将集中精力将它们连接到变压器，并安装高压地下管道和馈电电缆，为两个开关室的交付做准备，逐渐将煤炭逐步取代为一个超级电池组。我们在坎昆的酒店区安装了一块特斯拉电池，可以存储太阳能，在高峰时段运转一个拥有200间客房的酒店。这种模式已经在整个目的地传播开来，在里维埃拉玛雅至少有四家酒店采用了这种项目。
Now the first investment has been registered in Cancun. There are also talks taking place to install this type of energy solution in at least 30,000 rooms from Costa Mujeres Cancun and the Riviera Maya with an investment of around 500 million dollars. It sounds like these megapacks are being paired with solar panels as well. The Parnassus Hotel is the first in Cancun to have a Tesla battery.
现在，坎昆已经有第一笔投资注册了。目前正在进行谈判，计划在坎昆的科斯塔穆赫雷斯和玛雅里维埃拉地区至少有3万间客房安装这种能源解决方案，投资额约5亿美元。听起来这些超级电池组也将配备太阳能板。帕纳苏斯酒店是坎昆第一个配备特斯拉电池的酒店。
As we've said many times in the past there are many uses for Tesla's megapack outside of just the utility sector. On X Kevin said the foundation series Cybertruck may soon come to an end. He didn't have a source to begin with but luckily the Cybertruck program manager chimed in saying that's not correct we are actively building foundation series.
正如我们之前多次提到的那样，特斯拉的巨型电池组除了在公用事业部门之外还有许多用途。在X上，凯文说基础系列的Cybertruck可能很快就会结束。他一开始没有消息来源，但幸运的是Cybertruck项目经理插话说这是不正确的，我们正在积极地建造基础系列。
Sure it's pretty vague but at this point I think there's a chance not even Tesla knows when it's going to end the foundation series. All I know is from this post I would not expect it to be wrapping up in the next few weeks. European automakers will have another challenge on its hands as BYD's seagull is set to hit the market even after tariffs and modifications to meet standards. BYD executives are saying it'll sell for less than $21.5,000.
当然，这消息十分模糊，但我觉得甚至特斯拉都不确定《基地系列》将何时结束。从这篇文章中我知道不会在接下来的几周内收官。欧洲汽车制造商将面临新挑战，比亚迪的海鸥车型即将上市，即使经过关税和标准修改。比亚迪的高管表示，这款车的售价将低于21,500美元。
They said an anti-subsidy investigation by Brussels is unlikely to extinguish the threat and the head of Ford's European division said we're looking very closely at this model and others coming from Chinese EV makers. Of course we are nervous when new competition is coming to the market. A BYD exec said Mexico is not great for us most likely referring to the lack of charging infrastructure but in the end we found a lot of demand a lot of heat for this referring to the BYD seagull.
他们说，布鲁塞尔进行的反补贴调查不太可能消除威胁，福特欧洲部门负责人表示，我们正在密切关注来自中国电动汽车制造商的这款车型以及其他车型。当市场上出现新的竞争对手时，当然我们会感到紧张。比亚迪一位高管表示，墨西哥对我们来说并不是理想的市场，可能是指缺乏充电基础设施，但最终，我们发现比亚迪海翼车型有很高的需求和热情。
In Mexico however they refer to that vehicle as the dolphin mini where it sells for $19.7 dollars. As I said before some European automakers like Mercedes and BMW would be hit harder and are more at risk from any backlash from China increasing their own tariffs.
然而，在墨西哥，他们将这种车称为海豚微型车，售价为19.7美元。就像我之前说的，一些欧洲汽车制造商，如奔驰和宝马，将受到更严重的打击，更容易受到中国提高关税的影响。
Today China just said it could unleash its own 25% tariffs on vehicles imported from the EU with large engines which would of course hurt Mercedes and BMW. So European automakers are more vulnerable as they sell to the Chinese market and we have to keep in mind the EU has all of its plans to move to EVs so they have to do that one way or another.
今天中国表示，它可能对从欧盟进口的大型发动机车辆征收25%的关税，这当然会对梅赛德斯和宝马造成伤害。因此，欧洲汽车制造商更容易受到影响，因为他们在中国市场销售产品，我们必须牢记欧盟已经制定了所有转向电动车的计划，所以他们必须设法实施。
This afternoon Tesla released this cyber vessel tumbler of sorts but it's already out of stock. As we've seen over and over from Legas Yato VW just announced their delaying the launch of its ID7 sedan in the United States and Canada citing changing market conditions. VW is committed to making market driven choices while listening to our customers.
今天下午，特斯拉发布了这款类似于网络船的随身杯，但已经售罄。正如我们一再从雷格斯·亚托大众（Legas Yato VW）看到的那样，他们刚刚宣布推迟在美国和加拿大推出ID7轿车，原因是市场条件发生变化。大众致力于做出符合市场需求的选择，同时倾听客户的意见。
As of now VW has not given an updated timeline on when the ID7 could make it to North America. We got a new interview from Ted Ogawa the CEO of Toyota Motor North America. Here it is he was asked do you think the criticism that Toyota has received from outside groups agitating for more EVs is fair. His response yeah of course to compare our battery to Tesla we are behind that's true.
截止目前，大众汽车尚未确定ID7何时可能进入北美市场的最新时间表。我们收到了一则来自丰田汽车北美公司CEO Ted Ogawa的新采访。在采访中，有人问他是否认为外部团体对于丰田需要更多电动汽车的批评是公平的。他回答说，是的，当然，与特斯拉相比，我们的电池技术确实落后。
However we're catching up not only the product but also the ecosystem surrounding the BEV area like the home charging or energy management. That right there was a standing ovation for his candor. He was asked about Toyotas nearly $14 billion battery plant under construction in North Carolina. Their next BEV coming up in 2025 will be built in Kentucky on the number one line. Currently we're producing Camry there but the Camry is going to move to the number two line and the number one line is going to the BEV.
然而，我们不仅在产品方面赶上了，还在围绕电动车领域的生态系统，比如家庭充电或能源管理方面也在迎头赶上。他的坦率让现场观众掌声雷动。当被问及丰田在北卡罗来纳建设近140亿美元的电池工厂时，他透露了一些信息。他们在2025年推出的下一款电动车将在肯塔基州的第一条生产线上建造。目前我们在那里生产凯美瑞，但凯美瑞将转移到第二条生产线，第一条生产线将用于生产电动车。
He said China's economy is very much slowing down that's why they have huge extra capacity so they have much pressure to keep producing. And on the pickup front they are looking at ways to electrify it. For now though they're saying electrification for a full size pickup is not a good chemistry with those customers. But they think mid size or smaller size that's where the opportunity to go electric lies. He said so for us it's one of the opportunities to think about the smaller size than Tacoma pickup in the future. It's kind of wild how refreshing it was to hear somebody from Toyota actually speak the truth about their positioning relative to Tesla rather than deflecting or defending their hybrid strategy.
他说中国的经济正在大幅放缓，这就是为什么他们有巨大的过剩产能，所以他们很大压力来继续生产。在电动汽车领域，他们正在研究让皮卡上电动化的方式。目前，他们表示对于全尺寸皮卡来说，电动化与客户需求不太匹配。但他们认为中等尺寸或更小尺寸的电动化才是发展机会所在。他说，对于我们来说，未来考虑更小尺寸的皮卡，而不是Tacoma，是一个发展机会。听到丰田的某人实话实说关于与特斯拉定位的比较，而不是转移或捍卫他们的混合动力战略，感到多么让人耳目一新。
Manufacturing executives from the world's legacy automakers have visited kerosoft's gutted Model Y. They're trying to understand how Tesla builds EVs with dramatically fewer parts and they're looking for new ideas that can be adopted in their own manufacturing processes. Kerosoft engineers have demonstrated how Tesla's Model Y front end can be put together basically with the same effort as Lego blocks. It's a demonstration of speed and simplicity that would be jarring to the manufacturing engineering executives at most legacy automakers. They said take the front of the Model Y.
来自世界传统汽车制造商的制造高管们已经参观了kerosoft的大幅研究Model Y。他们正在努力理解特斯拉是如何用极少零部件建造电动汽车的，并且正在寻找可以在他们自己的制造流程中采纳的新想法。Kerosoft工程师们展示了特斯拉的Model Y前端如何基本上可以像乐高积木一样轻松地组装在一起。这展示了一种速度和简单性，这对大多数传统汽车制造商的制造工程高管来说是令人震惊的。他们表示，学习Model Y的前端。
It has just five components that are mostly snapped into place and uses so few fasteners they all can fit in the palm of your hand. By comparison the front of an unidentified legacy automaker ZV consists of 27 parts and requires 118 fasteners the majority of which are hidden. Further the Model Y's front fascia also reveals greatly simplified manufacturing. It consists of seven parts, weighs just over 26 pounds and uses 32 fasteners consisting of seven types. Just one wire connection is required. A competitive car from a legacy automaker has a front fascia that has 28 parts, weighs more than 34 pounds, uses 61 fasteners consisting of eight types and has two wire connections.
它只有五个部件，大多数是通过卡扣固定，并且使用的紧固件非常少，所有部件都可以放在手掌中。相比之下，某一知名传统汽车制造商ZV的前部由27个部件组成，需要118个隐藏的紧固件。此外，Model Y的前部外观还体现了制造工艺的大幅简化。它由七个部件组成，重量仅26磅多一点，使用了32个紧固件，包括七种类型。只需一个电线连接。一个来自传统汽车制造商的竞争车型的前部外观由28个部件组成，重量超过34磅，使用了61个紧固件，包括八种类型，并且有两个电线连接。
Referring to Tesla's strategy a best part is no part. A Kerosoft exec said the engineering of those parts is gone. The tooling of those parts is gone. The doneage required to carry those parts is gone. The shipping is gone. The receiving is gone. The inventory is gone. Those types of things drive down costs and enable Tesla to manufacture the car more cost effectively. I think at the heart of it and of course in addition to the tech and the fun of Tesla it's this manufacturing prowess that we really love the company for not all of this drama that's out there in the Tesla community right now. Look engage in that if you want to but friendly reminder you can follow Tesla without getting involved in the drama.
谈到特斯拉的战略，一个最好的部分就是没有部件。一位科罗软件公司的高管表示，这些部件的工程已经消失了。这些部件的工具也已经消失了。运输这些部件所需的费用也不复存在。运输费用也省了。接收环节也省了。库存也消失了。这些措施降低了成本，使特斯拉能够更具成本效益地制造汽车。我认为，除了技术和特斯拉的乐趣之外，实际上正是这种制造实力让我们真正喜欢这家公司，而不是目前特斯拉社区中存在的所有这些戏剧。如果你愿意，可以参与其中，但友好提醒，你可以关注特斯拉而不必卷入这些戏剧。
Kerosoft's conclusion it spells tough competition for traditional automakers. Ford has asked dealers to pause implementation of its EV certification program as it works to finalize some changes. Ford plans to meet with its dealer council in early June to further tweak the program based on feedback. Among the many topics discussed in 11 meetings with about 1000 dealers across six cities was the rapidly changing EV market. Ford said we're going to look at everything from floor plan assistance to our commitment to longer term remote experiences, our model e-standards and Ford credit policies. They said 93% of the dealers who attended the meetings left with higher confidence in the brand. Reading between the lines this will likely mean good things for Ford's relationship with its dealers but it's going to mean bad things for the ultimate EV transition.
Kerosoft的结论表明，传统汽车制造商面临激烈的竞争。福特要求经销商暂停实施其电动汽车认证计划，以便完成一些更改。福特计划在6月初与经销商委员会会面，根据反馈进一步调整计划。在与约1000名经销商在六个城市举行的11次会议中讨论的众多话题中，包括EV市场的快速变化。福特表示，我们将审查从库存融资援助到长期远程体验承诺、我们的e-标准和福特信贷政策等方面的所有内容。他们说，参加会议的93%的经销商离开时对品牌更有信心。在字里行间，这可能意味着福特与经销商的关系将会更好，但对于最终的电动汽车过渡来说可能不是好消息。
For the first time in a long time Tesla actually released some safety data when it comes to both autopilot and their vehicle fires. For the intro as you can see on the screen Tesla covered a lot of what makes them such a great company when it comes to safety. A lot of this are things that we already know but if you ever needed a screenshot to share with family members or friends when they talk about safety and Tesla this would be a good idea for that. Looking at the actual data of Tesla's miles driven per one accident you can see in quarter one of 2024 Tesla set a new record for this metric. In the first quarter Tesla recorded one crash for every 7.63 million miles driven in which drivers were using autopilot. For drivers who were not using autopilot we recorded one crash for every 955,000 miles driven. By comparison using the most recent data available which was from 2022 it shows in the US there was an automobile crash approximately every 670,000 miles. Which yes means you can say without being wrong that Tesla's on autopilot are 10 times safer. And here's a simple chart you can share with people showing vehicle fire data comparing Tesla vehicles to the US average. Translation when it comes to vehicle fires Tesla is roughly 7 to 8 times safer than the United States average.
特斯拉首次发布了一些关于自动驾驶和车辆起火安全数据。正如您在屏幕上看到的简介中所描述的那样，特斯拉在安全方面表现出色，并且涵盖了许多使他们成为一家优秀公司的因素。这些大部分是我们已经知道的事实，但如果您需要一个截图来与家人或朋友分享谈论安全和特斯拉的话，这将是一个不错的主意。从特斯拉每次事故驾驶里程的实际数据来看，2024年第一季度特斯拉创造了这一指标的新纪录。第一季度，每使用自动驾驶的驾驶员驾驶763万英里发生一个事故。对于没有使用自动驾驶的驾驶员，每驾驶955,000英里发生一次事故。相比之下，使用最新可用的2022年数据，在美国每发生一起车祸大约需要驾驶670,000英里。这意味着可以毫不夸张地说，特斯拉的自动驾驶模式比人工驾驶安全10倍。这里还有一个简单的图表，可以与他人分享，展示特斯拉车辆与美国平均值的起火数据进行比较。翻译为车辆起火问题，特斯拉比美国平均水平安全大约7到8倍。
And look as we've been over in the past there are limitations with this data but it's good to see Tesla putting it out there again and as we would expect safety continues to improve. I'm not going to waste your time here I just wanted to inform us all that Timothy B Lee from Ars Technica should be called out. He said Tesla's FSD12.3 still lags behind Waymo's technology saying Waymo is just so far ahead that it's dealing with challenges Tesla has not even started thinking about Waymo is playing chess while Tesla is still playing checkers. No worries though I have saved the article and I've tracked down Timothy on X so when the time is right we'll be sure to correct him and that article. And again I am in the process of creating forums where I can respond to articles like this.
正如过去我们已经讨论过的那样，这些数据存在局限性，但看到特斯拉再次公布这些数据还是令人高兴的，而且我们期望的安全性得到了进一步提高。我不想浪费大家的时间，只是想告诉大家，应该指出 Ars Technica 的 Timothy B Lee。他说特斯拉的FSD12.3仍然落后于Waymo的技术，称Waymo已经领先太远，正在应对特斯拉甚至没有开始考虑的挑战，Waymo在下棋，而特斯拉还在玩跳棋。不过也不用担心，我已经保存了这篇文章，并已经在X上追踪到了Timothy，到时候我们一定会纠正他和那篇文章。而且我正在创建可以回应这类文章的论坛。
Panasonic said it's looking to more than double its domestic production of EV batteries. They said our challenge regarding the profit for the auto battery business comes from a huge drop in demand for batteries used in specific models. Panasonic has slashed output from its EV battery factory in Japan due to slowing demand from key client Tesla. Obviously we know Tesla sales are flat year over year. I just wanted to add Tesla could be replacing some of its Panasonic supply from one of its other suppliers. Tesla stock closed the day at $180 and 11 cents down 3.48% while the Nasdaq was down 0.18%. It was a lower volume day for Tesla training about 9 million shares below the average volume the past 30 days. Don't forget check out ground news linked below it's an awesome way to stay informed with breaking news without a lot of the media bias. Hope you guys have a wonderful day please like the video if you did you can find me on X linked below and a huge thank you to all of my patreon supporters. you.
松下表示，他们计划将国内电动汽车电池的生产量增加至两倍以上。他们表示，汽车电池业务利润的挑战来自于特定车型电池需求的急剧下降。由于特斯拉等主要客户的需求放缓，松下已经削减了日本电动汽车电池工厂的产量。显然，我们知道特斯拉的销售今年与去年持平。我只是想补充一点，特斯拉可能正在考虑从其他供应商那里替换一部分松下的供应。特斯拉股价收于180.11美元，下跌了3.48％，而纳斯达克下跌了0.18％。今天对于特斯拉来说是一个交易量较低的日子，交易量比过去30天的平均交易量低了约900万股。别忘了查看下面链接的ground news，这是一个了解最新新闻并避免大部分媒体偏见的绝佳方式。希望大家有一个美好的一天，如果您喜欢这个视频，请点赞，您可以在下面找到我的X链接，非常感谢所有我的Patreon支持者。