Tesla's "Monopoly" - Bogus / This Is Criminal - Literally / Cybertruck Showing Off ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. First up today, the Department of Energy put out the Argonne National Lab projects. Battery cell production in North America will exceed 1.2 terawatt hours of capacity by 2030, enough to supply 12 to 15 million new EVs every year, assuming average battery capacities of 80 to 100 kilowatt hours per vehicle. Looking at the map, these pink dots are vehicle assembly locations, so most of the battery cell production is close in proximity to those. Doing a bit of digging Argonne said the existing capacity of lithium ion batteries is modeled to be around 74 gigawatt hours for 2023. The three largest of these plants are Panasonic and Nevada with Tesla, 39 gigawatt hours, Altium in Ohio at 11, and SK Innovation in Georgia at 7 gigawatt hours. And they do list Tesla's Pilot Facility in Palo Alto at 7 gigawatt hours.

欢迎来到 "Electrified" 节目，我是主持人Dylan Loomis。今天首先要介绍的是美国能源部发布的阿贡国家实验室的项目。预计到2030年，北美的电池单元产能将超过1.2太瓦时，这足够每年供应1200万到1500万辆新的电动车，假设每辆车的平均电池容量为80到100千瓦时。看一下地图，这些粉红色的点是车辆组装地点，所以大部分电池单元的生产地都靠近这些地点。经过一些调查，阿贡表示2023年锂离子电池的现有产能大约为74吉瓦时。最大的三个工厂是：与特斯拉合作的内华达州的松下工厂，产能为39吉瓦时；俄亥俄州的Altium，产能为11吉瓦时；以及乔治亚州的SK Innovation，产能为7吉瓦时。他们还列出了特斯拉在帕洛阿尔托的试点工厂，产能为7吉瓦时。

Right now, the state with the largest production is of course Nevada with Tesla and Panasonic, but they're estimating by 2028 Michigan is forecast to surpass Nevada's battery production capacity. Just know, this report is based on announcements because for Gigana Vata, they said that factory has made an announcement for an additional 100 gigawatt hours per year. They did say if this future expansion at Gigana Vata comes to fruition, it will be under the Tesla nameplate. The 100 gigawatt hour expansion of Gigana Vata is the largest contribution to Tesla's future production by the end of the decade, but the timing is still unclear and they said Tesla's plant in Austin has been rumored to be of similar capacity, but Tesla has not made a formal announcement.

目前，电池产量最大的州当然是内华达州，因为有特斯拉和松下的工厂。不过预计到2028年，密歇根州的电池产能将超过内华达州。需要注意的是，这个报告是基于各个公司的公告。例如，Gigana Vata工厂宣布将新增每年100千兆瓦时的产能。如果Gigana Vata的扩建计划成真，将会挂上特斯拉的名字。这100千兆瓦时的扩产是特斯拉未来十年内产能增长的最大贡献，但具体时间仍不明确。另外还有传闻称，特斯拉在奥斯汀的工厂产能可能相近，但特斯拉尚未正式宣布。

Here's a table by company looking at Gigawatt hours by year, and for Tesla out to 2032, they have Tesla sitting at 120 gigawatt hours per year. And yes, I'm sure right now many of you are thinking back to Battery Day when Tesla said their long-term plan was one terawatt hour of cell production from Tesla. We know Tesla is going to continue scaling 4680 production without needing to make an official announcement, but there's a chance it's lower than their Battery Day predictions, especially if we're talking about by the end of this decade.

以下是一张按公司分类的表格，展示了每年的千兆瓦时数据。关于特斯拉，一直到2032年，他们预计每年达到120千兆瓦时。我知道，现在你们中许多人可能会回想起电池日，当时特斯拉说他们的长期计划是生产一太瓦时的电池。我们知道特斯拉会继续扩大4680型号电池的生产，甚至不需要官方宣布，但有可能会低于他们在电池日的预测，尤其是如果我们谈的是本十年结束之前的情况。

Over the past few months, there have been more and more reports both in the US and overseas that Tesla has been using empty lots effectively for either outbound logistics or vehicles they haven't yet sold. Tesla has not given any official announcement and I'm expecting this to be a balance of both. We know that sales are down and they're operating below max factory capacity globally. Honestly though, zooming out, even if all of these vehicles were cars that Tesla just could not find buyers for, it's still not the end of the world; we're tracking their sales data, we're about to get Q2 numbers, and we already know sales are flat or down in most regions. But I'm guessing at least a portion of these vehicles are indeed part of Tesla's logistics waiting to be delivered.

在过去的几个月里，美国和海外都有越来越多的报道指出，特斯拉正在有效利用空置场地，用于出境物流或未售出的车辆。特斯拉尚未发布任何官方声明，我预期这两者兼而有之。我们知道销量下滑，并且他们在全球范围内的工厂产能未达到最大值。不过，坦率地说，放眼大局，即便这些车辆全都是特斯拉尚未找到买家的车，这也不是世界末日；我们正在追踪他们的销售数据，即将获得第二季度的数据，我们已经知道大多数地区的销量持平或下降。但我猜测，这些车辆至少有一部分确实是等待交付的特斯拉物流车辆。

But it is true that Tesla may currently have a slight overcapacity problem as they've already shifted down Model Y production in Texas. It's likely just a season, but we'll know soon enough with the Q2 numbers. Here we have multiple executives from different legacy companies stressing the importance of software-defined vehicles. These companies are going to need to break some rules and change processes to adapt to the radically new landscape of software-defined cars. The head of strategy at Mercedes said it's important to collaborate with the best technology partners like Microsoft or OpenAI to offer the best technology experience. I'm not sure about you guys, but Microsoft and OpenAI would not be the first two companies I run to for in-car software.

但确实如此，特斯拉目前可能有轻微的产能过剩问题，因为他们已经在德州减少了Model Y的生产。这可能只是一个季节性因素，但我们很快就能从第二季度的数据中看到结果。在这里，我们看到多个传统公司的高管强调了软件定义汽车的重要性。这些公司需要打破一些规则并改变流程，以适应软件定义汽车的这一全新领域。梅赛德斯的战略主管表示，与微软或OpenAI这样的顶级技术合作伙伴合作，以提供最佳技术体验是非常重要的。我不确定你们的看法，但微软和OpenAI并不是我首先会选择的车载软件合作公司。

But all of the execs from VW, BMW, Stellantis, and others were focusing on one thing. The aim of these software features will be to get customers to pay extra to get them. And that right there I think is where the dichotomy lies between Tesla and legacy OEMs. I really believe Tesla's focus from day one has been focusing on the customer experience and then figuring out a way to reverse engineer that in a profitable way. It has felt like and it's now confirmed publicly that most of these legacy companies are focusing on the profit first. They also said Chinese automakers are asking suppliers to develop products for a new car in 12 to 18 months rather than 3 to 4 years. Exactly what legacy OEM should be doing as well.

但大众、宝马、Stellantis等公司的所有高管都关注一件事。这些软件功能的目标是让客户支付额外费用来获取它们。我认为这正是特斯拉与传统汽车制造商之间的区别所在。我真的相信，特斯拉从一开始就专注于客户体验，然后再找到一种盈利的方式来实现这一点。而大多数传统公司则让人感觉是先关注利润，现在这一点也得到了公开证实。他们还表示，中国的汽车制造商要求供应商在12到18个月内开发出新车的产品，而不是3到4年。这正是传统汽车制造商也应该做的。

Ferrari just said its first fully electric car will cost at least around $535,000 and should be launched sometime late next year. They also said a second EV model is also under development, but it's still at an early stage.

法拉利刚刚表示，他们的首款全电动汽车价格至少在53.5万美元左右，并计划在明年晚些时候发布。他们还透露，另一款电动车型也在开发中，不过目前还处于早期阶段。

Two years after receiving federal funding to build EV charging infrastructure from the NEVI program, Louisiana has yet to ask for bids from companies that might want that money. So that roughly $74 million they got has been sitting idle for the past two years. It's not just them though, Louisiana is one of 15 states that have still not asked for bids to use that NEVI money.

在收到来自NEVI项目的联邦资金两年后，路易斯安那州还没有向可能对这笔资金感兴趣的公司招标。因此，他们得到的大约7400万美元在过去两年里一直闲置着。不仅仅是他们，路易斯安那州是15个仍未申请使用该NEVI资金的州之一。

Louisiana is claiming the delays are the result of mismanagement or of labor requirements within federal rules. They said the EV charger grants will pay for the construction of infrastructure for which the ownership and operation will be transferred from the state in most cases to a private entity. And they're saying this contract scenario is very different than how they're used to operating.

路易斯安那州声称，延误是由于管理不善或联邦规定中的劳工要求。他们表示，电动车充电桩的补助将用于建设基础设施，而在大多数情况下，这些基础设施的所有权和运营权将从州政府转移到私人实体。他们还说，这种合同模式与他们惯常的操作方式非常不同。

It is true there's currently no hard deadline to complete these NEVI projects, but Louisiana is building a workforce of technicians who can install and repair EV chargers and supply equipment. It's just frustrating that this is all moving so slow and no surprise the government is mismanaging something else, but it's also frustrating because had Tesla been given more of this money, they would have gotten so much more done with the supercharger rollout.

确实，目前还没有硬性期限来完成这些NEVI项目，但路易斯安那州正在培养一支能够安装和维修电动汽车充电器和配套设备的技术人员队伍。令人沮丧的是，进展如此缓慢，政府再次管理不善也不足为奇，但更令人沮丧的是，如果更多的资金给了特斯拉，他们本可以在超级充电站的推进上做得更多。

Scotty size on YouTube has proven that driving a Cybertruck you can tell another Tesla while using the Cybertruck to charge that other Tesla. With all that, with all that uh, cable length sticking out there. So use a couple of cable straps, zip ties, tie it down, put the bed up. We're going to start the charging and we're going to hope that this works.

Scotty在YouTube上证明了用Cybertruck可以给另一辆特斯拉充电，开车时你可以看到另一辆特斯拉。如此一来，一大堆充电线都拖在外面。所以我们需要用几根电缆绑带，把它们固定好，然后把车厢盖起来。我们要开始充电了，希望这一切顺利。

Right? So the car is at 58% when we start. So we get 64% as 30, 40 minutes, can't remember how long. We have we went 23 miles, used 22 kilowatt hours of energy with an average of 966 watt hours per mile, which towing a Model 3 while charging the Model 3 and using less than a thousand thousand one hours per mile, I think it did really well.

对吧？所以我们开始时汽车的电量是58%。然后我们开了30到40分钟左右，不太记得具体时间。我们行驶了23英里，消耗了22千瓦时的电能，平均每英里耗电966瓦时。在这种情况下拖着一个Model 3，并且给Model 3充电，同时每英里的耗电量不到1000瓦时，我觉得表现还是挺不错的。

Now you know, an Australian outlet shop for cars has said the Tesla Model 3 tops two categories. It's the most popular electric car in Australia, but more importantly, it's found to be the most reliable EV in Australia for 2024.

现在你知道了，一家澳大利亚的汽车奥特莱斯店说，特斯拉Model 3在两个类别中名列前茅。它是澳大利亚最受欢迎的电动车，但更重要的是，它被发现是2024年澳大利亚最可靠的电动车。

Today, a US judge has said vehicle owners can pursue a proposed class action against Elon and Tesla, alleging that they were monopolizing markets for repairs in parts. She said owners can try to prove Tesla co-wares them into paying high prices and suffering long weights to have their vehicles fixed. The judge found evidence of a repairs monopoly in Tesla's alleged refusal to open enough authorized service centers and its designing vehicles to require diagnostic and software updates that only the company could provide.

今天，一位美国法官表示，车主们可以对埃隆·马斯克和特斯拉提起集体诉讼，指控他们垄断了车辆维修和零件市场。法官说，车主们可以尝试证明特斯拉迫使他们支付高价，并在修理车辆时面临长时间等待。法官发现，有证据表明特斯拉涉嫌通过拒绝开设足够的授权服务中心，以及设计需要公司专属诊断和软件更新的车辆，从而垄断了维修市场。

Tesla has said the complaint is based on an illogical theory that Tesla intentionally degraded repairs in parts, jeopardizing its far more profitable business of selling and leasing vehicles. We've been over this in the past, just because Tesla wanted to keep its customers safe by not having unauthorized third parties work on these Tesla vehicles when they don't actually know what they're doing, does not mean they were forcing a monopoly.

特斯拉表示，该投诉基于一种不合逻辑的理论，即特斯拉故意降低了零部件的维修质量，从而危及其利润更高的汽车销售和租赁业务。我们之前已经讨论过这个问题，仅仅因为特斯拉希望通过不让未经授权的第三方维修人员操作这些特斯拉车辆来保证客户的安全，并不意味着他们在强制垄断。

As we know, Tesla's not like Legacy Auto, it does not get a majority of its profits from its service. And relatively speaking, for a newer company like Tesla, it'll take them time to develop a robust parts distribution network. And Tesla has done so much over the past few years, making service manuals public and service mode in the cars. And authorizing third party shops, so this lawsuit seems bogus to me.

众所周知，特斯拉不同于传统汽车制造商，它的大部分利润并不来自售后服务。相比之下，像特斯拉这样的新公司需要一定时间来建立一个强大的零部件分销网络。过去几年里，特斯拉做了很多努力，比如公开维修手册、在车内设置维修模式，并授权第三方维修店。所以我觉得这个诉讼没有道理。

Is Tesla's service perfect? Absolutely not. But was Tesla busy trying to build a monopoly for its service department? Also, absolutely not. Brad Sloane on YouTube got some nice drone shots of the Gigatexus expansion and specifically the new data center and the cooling system, so have a look.

特斯拉的服务完美吗？绝对不完美。但特斯拉在忙于为其服务部门建立垄断吗？也绝对没有。YouTuber Brad Sloane 拍摄了吉加德州工厂扩建工程的精彩无人机镜头，特别是新的数据中心和冷却系统，值得一看。

Before I even talk about this, Dominic on X shared some concepts for what a possible Tesla van could be. This is not from Tesla, but I thought it was cool and well done, so I wanted to share. This one is an example of a commercial van. Of course, I think we're all hoping that Tesla would have a consumer van as well, and I'm not expecting anything about the Tesla van on August 8th, but wouldn't it be nice if this was a one more thing?

在我谈论这个之前，X平台上的Dominic分享了一些关于可能的特斯拉厢式车的概念设计。这些设计不是特斯拉官方发布的，但我觉得它们非常酷，也做得很好，所以想和大家分享一下。这款设计就是一个商用厢式车的例子。当然，我想我们都希望特斯拉也能有一款面向消费者的厢式车。虽然我不期望在8月8日会有关于特斯拉厢式车的消息，但如果到时候真的有惊喜，那岂不是很棒？

And Dominic, if you happen to see this, well done. Elon did give a new talk today at Con Lions, which is the festival of creativity and it was summarized well by Doge designer. The talk was mostly about X and advertisers, but a few quick takeaways.

而多米尼克，如果你有看到这个，做得好。埃隆今天确实在创意节Con Lions上发表了一次新的演讲，Doge设计师很好地总结了演讲内容。演讲主要关于X和广告商，不过有几条简短的要点。

Elon said I do shoot myself in the foot from time to time, but at least you know it's genuine, not from the PR department. Elon clarified his GFY remark saying it was not to advertisers as a whole, it was with respect to freedom of speech. It's important to have a global free speech platform where people with a wide range of opinions can voice their views. In some cases, there were advertisers who were insisting on censorship. He said every human will have a humanoid robot. I think there will be 20 billion humanoid robots. Companies that will succeed are those that most effectively use AI. He said there will be a crisis of meaning with AGI and robots. What is our purpose when we don't have to work? We are heading to an age of abundance. I think the most likely outcome is one of abundance where goods and services are available to anyone. There's no shortage for any one of us. It would be a universal hike. Work would be optional. Well, AI keep you alive and what do you do with your money? Well, I have a big money, Ben, when I swim, I do swimming in it. You've got to get exercise somehow.

埃隆说：“我确实时不时会自找麻烦，但至少你知道这是我的真意，而不是公关部门的说辞。” 他澄清了他的GFY（去你的）言论，表示这并不是针对所有广告商，而是关于言论自由的问题。他认为建立一个全球自由言论的平台非常重要，这个平台能够让各种观点的人都能表达自己的意见。在某些情况下，有些广告商在坚持审查。他还说每个人都会有一个类人机器人，并预测未来会有200亿个类人机器人。最成功的公司将是那些最有效利用人工智能的公司。他还提到，通用人工智能（AGI）和机器人将带来意义危机。当我们不需要工作时，我们的目的是什么？我们正走向一个富足的时代。我认为最可能的结果是一个富足的世界，每个人都能获得商品和服务，不会有任何短缺。工作将变得可选。那么，人工智能会让你长寿，你会怎么花钱呢？嗯，我有一个大金库，当我游泳时，我就游在里面了。你总得找些方法来锻炼身体。

Brendan Carr, the commissioner of the FCC, said $42 billion and years later, the current administration has not connected even one person to the internet with that money. A couple days ago, Brendan also said that no construction projects will even start until 2025 at the earliest. Part of the reason I'm sharing this and why this news is so brutal is that you may remember back in 2022, the government revoked an award to Starlink that would have delivered high-speed internet to 642,000 rural locations. What we have here is effectively the current administration being out to get Elon, whether it's weaponizing government agencies or avoiding his companies and products at all costs. Now we have hundreds of thousands of citizens that are basically being punished thanks to the administration's antics. As Holmars pointed out for $42 billion, they could have bought Starlink dishes for 140 million people. To which Elon said, wow, that's crazy. Surely some people should lose their jobs over this. If wasting billions isn't enough, what does it take?

FCC专员Brendan Carr表示，经过42亿美元和几年的时间，目前的政府竟然还没有用这些钱让一个人连上互联网。前几天他还说，最早要到2025年才会开始任何建设项目。我分享这个消息的部分原因是你可能还记得2022年时，政府撤销了授予Starlink的一个合同，该合同本可以为642,000个农村地区提供高速互联网。这实际上显示了当前的政府在和埃隆·马斯克作对，不管是利用政府机构作为武器，还是尽量避开他的公司和产品。现在有成千上万的公民基本上因为政府的行为而受到了惩罚。正如Holmars所指出的，42亿美元本可以为1.4亿人购买Starlink的设备。对此，埃隆·马斯克表示，这太疯狂了，确实应该有些人因此失去工作。如果浪费几十亿还不算什么，那还要怎样呢？

And as Elon continued, the program is utterly failing to serve people in need. They're saying lawmakers and internet companies blame the slow rollout on burdensome requirements for obtaining the funds, change mandates, preferences for hiring union workers, and the requirement that eligible companies prioritize the employment of justice-impacted people with criminal records to install broadband equipment. And all the while, we have Starlink and incredible innovation from an American company being spurned for, I think we all agree, political motivations. I could say a lot here, but for now, I'll just leave it at, I think it's criminal. Human robotics will be as common as cars are today. You gotta imagine what a car looks like 100 years ago on the street. What a strange instrument going down the street by itself without a horse in front of it. And so I think 100 years from now, it's very clear. We'll have human robots everywhere. It will likely be the largest volume mechanical system the world makes. And of course, the common sense, the ability to understand us, all of that technology is evolving very, very quickly. And I think that over the next two or three years, you're going to see quite significant breakthroughs. I missed this one the other day, but in response to that, Elon said, they robots will be 10 times more common than cars.

当埃隆继续发言时，他提到这个计划完全未能服务需要帮助的人们。他们说，立法者和互联网公司将缓慢的推广归咎于获取资金的繁琐要求、变更的强制规定、偏好雇用工会工人，以及要求符合条件的公司优先雇用有犯罪记录的人来安装宽带设备的条件。在这一过程中，美国公司的Starlink及其令人难以置信的创新由于政治动机而受到冷落。我可以在这里说很多，但目前我只想说，我认为这简直是犯罪。人形机器人将像今天的汽车一样普遍。你必须想象一下100年前街头的汽车是什么样子的。一种没有马拉着就自己在街上行驶的奇怪工具。因此，我认为100年后很明显，我们会到处看到人形机器人。这很可能是世界上制造量最大的机械系统。而且，常识、理解我们的能力等所有这些技术都在迅速发展。我认为在未来两三年内，你将看到相当显著的突破。前几天我错过了一个新闻，但作为回应，埃隆说，这些机器人将比汽车普及10倍。

From the Energy Information Administration, solar and batteries will make up 80% of new power capacity in 2024. In 2023, the US added a record 19.3 gigawatts of utility scale solar capacity. By the end of this year, the US is expected to add 37.5 gigawatts of capacity, up 94% year over year. In 2024, the US is expected to add nearly as much battery storage capacity as the country did over the past 10 years. Also for this year, power producers will build less gas capacity around 2.8 gigawatts than they have any year since 1998.

根据能源信息管理局的数据，到2024年，太阳能和电池将占新增电力容量的80%。在2023年，美国新增了创纪录的19.3吉瓦公用事业级太阳能容量。预计到今年年底，美国将新增37.5吉瓦的电力容量，同比增长94%。在2024年，美国预计将新增的电池储能容量几乎与过去十年总和相当。另外，今年电力生产商将新增大约2.8吉瓦的燃气容量，这是自1998年以来最少的一年。

But it's not all rainbows for renewables as this year, developers are planning to build half as much wind capacity for 2024 as they did in 2020 and 2021. And just so you know, part of that charting was from Michael Thomas on X at Curious Founder. If you're into that type of data, you can opt into his clean view. It's currently in beta.

但对于可再生能源来说，这并不全是好消息。今年，开发商计划为2024年建设的风电容量只有2020年和2021年的一半。另外，让您了解一下，这部分数据来源于Michael Thomas在X平台的Curious Founder。如果你对这种数据感兴趣，可以选择订阅他的清洁视角，目前还在测试阶段。

Heinrich Zane on X gave us an update on Tesla's semi-factory out in Giga Nevada, and we're just going to scrub through it real quick because as you can see, progress is being made, but it's still not much. So far, it's been mostly drainage work and as you can see, there really isn't anything yet laid for the actual foundation. Two things Heinrich Zane has been well ahead of the curve on multiple different Tesla semi news stories, so I would highly recommend following him on X. We want Heinrich's to be our dedicated drone guy for this semi-factory build out, so support him in any way you can. This is not sponsored or anything like that.

Heinrich Zane 在 X 平台上更新了特斯拉在内华达州超级工厂（Giga Nevada）的半卡车工厂建设进展。我们将快速浏览一下，因为如你所见，虽然有一些进展，但仍然有限。目前主要在进行排水工作，实际上地基还没有开始铺设。 Heinrich Zane 在多个特斯拉半卡车新闻报道上表现出色，所以我强烈推荐你在 X 平台上关注他。我们希望 Heinrich Zane 能成为专门报道这个半卡车工厂建设的无人机拍摄专家，所以请大家尽可能地支持他。这不是赞助或类似的广告。

From Dirty Tesla, just an FYI, and this could change at any time, but right now Tesla is not giving trade-in values for the Cybertruck. And given that you're not supposed to sell it, for a time, you may be somewhat stuck. Michael Dell posted on X, we're building a Dell AI factory with NVIDIA to power Grock for XAI and Elon Musk. Elon did clarify to be precise, Dell is assembling half of the racks that are going into the supercomputer that XAI is building. And on X, Elon said that the other half will be built or assembled by SMC, but I think he means SMCI. That's because SMCI is Super Micro, and they're known for their close ties with companies like NVIDIA and for its liquid cooling technology. Elon has said he wants this supercomputer running by the fall of 2025.

来自Dirty Tesla的信息，仅供参考，这可能随时会改变，但目前特斯拉并未对Cybertruck提供置换交易的估值。考虑到在一定时间内你不应该出售它，你可能会有些进退两难。Michael Dell在X平台上发布消息称，我们正在与NVIDIA合作建造一个戴尔AI工厂，以支持XAI和Elon Musk的Grock项目。Elon澄清道，为了准确表述，戴尔正在组装XAI超算的一半机架。Elon还在X平台上表示，另一半将由SMC制造或组装，但我认为他指的是SMCI。因为SMCI是Super Micro公司，众所周知它与NVIDIA等公司关系密切，并以其液冷技术而闻名。Elon曾表示，他希望这台超算在2025年秋天投入运行。

Tesla Chan has shared a Chinese source saying that Tesla signed a lithium carbonate supply deal with the YHUWA group, which will run from 2025 to 2027. Further details were not shared, but Jordan from the limiting factor said Tesla usually uses this lithium carbonate for LFP chemistries. And that an alternative lithium hydroxide is usually used for high nickel chemistries. Thus, this new lithium deal could be for Tesla and CATL, working together out at Gig and Nevada on that new factory, which we've heard may build LFP cells for the megapack, at least to start.

特斯拉·陈分享了一则中文消息，称特斯拉已与YHUWA集团签署了一项碳酸锂供应协议，这项合作将从2025年持续到2027年。尽管未公布更多细节，但来自The Limiting Factor的乔丹表示，特斯拉通常将这些碳酸锂用于磷酸铁锂（LFP）电池中。而高镍电池一般采用氢氧化锂。因此，这份新的碳酸锂供应协议可能是特斯拉与宁德时代（CATL）在内华达州的超级工厂合作的一部分，我们听说这座新工厂可能最初会生产用于Megapack（大型储能产品）的LFP电池。

Tesla stock closed the day at $184.86 down 1.38%, while the NASDAQ was up 0.03%. It was an average volume day trading about 6 million shares below the average volume the past 30 days. Pierce Morgan has said that a new chat with Elon will be live soon. 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.

特斯拉股票收盘价为184.86美元，下跌1.38%，而纳斯达克指数则上涨了0.03%。当天交易量为约600万股，低于过去30天的平均交易量。皮尔斯·摩根表示，很快将有一场新的与马斯克的对话上线。希望大家度过愉快的一天，如果你喜欢这个视频请点赞。你可以在下面的链接中找到我，特别感谢我所有的Patreon支持者。