New Factory Tour / Jim Farley: Bravo / Toyota Unveils Autonomous Plans ⚡️

Welcome to Electrified, it's your host, Dylan Umis. I found an interesting report from Zendy, which is a company that specializes in microgrids and actually coming up with plans and blueprints for other companies to install EV chargers using microgrids. As I'm sure you can imagine, there is much more involved than just plopping down some solar panels and maybe a substation and then having an EV charging station ready to run. Thus, Zendy is doing work to push forward more EV charging and they directly talk to the companies that are the ones actually building these EV charging stations.

欢迎收听《电气化生活》，我是你的主持人，迪伦·乌米斯。我发现了一份来自Zendy的有趣报告。Zendy是一家专注于微电网的公司，他们为其他公司设计安装电动汽车充电桩的计划和蓝图。正如你所想，这项工作远不只是简单地装几个太阳能板和一个变电站，然后就能让电动汽车充电站正常运作。因此，Zendy正在努力推动更多电动汽车充电站的发展，他们直接与那些实际建设这些充电站的公司进行合作和交流。

This is now the second year they have run this survey and one of the main takeaways, the limitations of the electric grid and high costs remain the largest challenges to developing commercial EV charging infrastructure. In this context, commercial EV charging is just in contrast to residential charging. There were 175 companies responding to this survey and 75% of them said that electric grid limitations were a significant roadblock to the rollout of their EV charging infrastructure. The second biggest hurdle was the total cost of EV charging infrastructure and then the third was permitting and construction challenges and delays.

这是他们进行这项调查的第二年，主要结论之一是电网的局限性和高成本仍然是发展商业电动汽车充电基础设施的最大挑战。在这里，商业电动汽车充电是相对于住宅充电而言的。有175家公司参与了这项调查，其中75%的公司表示，电网的局限性是他们推广电动汽车充电基础设施的重大障碍。第二大障碍是电动汽车充电基础设施的总成本，第三是审批和施工方面的挑战和延误。

Almost 9 in 10 respondents in 2024 named the ability of electric grid infrastructure to accommodate expected charging load as very important or important when deciding where to locate charging infrastructure. And this that may lead to some disruptions for EV charging rollouts this year. 56% of respondents said they're concerned the 2024 election will have a significant impact on EV charging infrastructure project decisions for the next 2-5 years. So while many of these station developers are finding out they're unable to procure adequate electricity from utilities, many have been unable to get information they need about the grid's capacity from utilities in a timely fashion, and some regions have seen electricity prices spike above economic levels.

2024年，几乎有九成的受访者表示，当决定在哪里设置充电基础设施时，电网基础设施能否适应预期的充电负荷是非常重要或重要的因素。这可能会导致今年电动车充电推广出现一些中断。56%的受访者表示，他们担心2024年的选举会对未来2-5年的电动车充电基础设施项目决策产生重大影响。因此，尽管许多充电站开发商发现他们无法从公用事业公司获得足够的电力，但很多人还无法及时获取他们所需的电网容量信息，而且一些地区的电价已经飙升至经济水平之上。

One industry player said time of use rates and power chargers are a really big problem. If you end up paying more for electricity than gas, then something is wrong. It should make you think that Tesla being a first mover with a supercharger network gave them the edge of picking some of the best locations where power supply and capacity wasn't as much of a problem as it is right now. And of course Tesla's choice to slow down the supercharger rollout was based on many factors but maybe one of them is that some of the best locations for new sites now require a little bit more work than they did just a few years back.

一位行业人士表示，使用时间收费和充电桩是一个很大的问题。如果最终你为电费支付的费用比汽油还高，那就是出问题了。你应该意识到，作为率先行动的企业，特斯拉凭借其超级充电网络在一些电力供应和容量问题较小的最佳地点占据了优势。当然，特斯拉放缓超级充电站建设的选择是基于多个因素，但其中一个原因可能是，现在一些新站点的最佳位置比几年前需要更多的工作量。

I think we'd all agree that microgrids are the solution, solar and battery storage but that does require more upfront cost and a lot more planning to get everything working together. Which is why a company like Zendy exists in the first place. I know it's not the most entertaining of subjects but given a Harvard study this month just confirmed that one out of every five public chargers currently does not work, it just highlights the magnitude of this problem. Whether you believe the fears are justified or not, this is the number one reason people give for not wanting to buy an EV.

我认为我们都能同意，微电网、太阳能和电池储能是解决方案，但这需要更多的前期投入和很多规划来确保一切顺利运作。这也是像Zendy这样的公司存在的原因。我知道这不是最有趣的话题，但本月哈佛的一项研究刚刚证实，目前每五个公共充电桩中就有一个不能正常工作，这突显了问题的严重性。不论你是否认为这些担忧合理，这是人们不想购买电动车的首要原因。

This video was shared on Reddit, somebody spotted a Tesla semi with LIDAR up top. Plenty of folks were getting carried away but this is most likely just Tesla's normal testing and validation of its autopilot and FSD systems. Something that Tesla has used LIDAR for now for years across all of its vehicles. To be clear, Tesla will not be using LIDAR on the Tesla semi. As Greg and some others are sharing, if you're not going through with your power share installation for your cyber truck purchase, Tesla is now giving vouchers to those customers to be used at the Tesla shop.

这段视频被发布在Reddit上，有人发现一辆特斯拉卡车的顶部安装了LIDAR(激光雷达)。很多人对此议论纷纷，但这很可能只是特斯拉在对其自动驾驶和全自动驾驶系统进行常规测试和验证。多年来，特斯拉一直在其所有车型上使用LIDAR进行测试。需要明确的是，特斯拉不会在这款卡车上实际使用LIDAR。正如Greg和其他人所分享的那样，如果你在购买Cyber Truck时没有安装动力共享装置，特斯拉现在会给这些客户发放代金券，可以在特斯拉商店使用。

Some people already got a $700 voucher and then in addition they're getting an extra $1800. It looks like the total voucher could be up to $2500. And the number one reason I've seen why people are not going through with a power share installation is the cost is too prohibitive. I know a fair number of you are out in California so if any of you happen to be near the Chatsworth area in LA, Tesla's about to have a new delivery hub. Tesla is taking over the old Winetka Pacific theaters which used to be a drive in and here's a render of what it'll look like. Tesla's looking to be done with construction and improvements by the end of 2025.

有些人已经拿到了700美元的代金券，另外还会再收到1800美元。看起来，总代金券最高可达2500美元。我发现人们没有选择安装共享电力系统的首要原因是费用太高。我知道有不少人住在加州，如果你们中有人在洛杉矶的Chatsworth附近，特斯拉即将在那里设立一个新的交付中心。特斯拉正在接管以前的Winetka Pacific剧院，这里过去是一个汽车电影院。这里有一张效果图，展示了完工后的样子。特斯拉预计将在2025年底前完成建设和改进。

As Tesla's used vehicle fleet grows, news like this makes more and more sense, Tesla is expanding its used car business in the UK. They'll be boosting the number of locations where it sells Tesla's official certified pre-owned vehicles. The program is currently available at 8 locations and they're bumping it up to 10.

随着特斯拉二手车队伍的壮大，这样的消息变得越来越有意义，特斯拉正在扩展其在英国的二手车业务。他们将增加销售官方认证二手车的地点。目前这个项目在8个地点提供，他们将把这个数字增加到10个。

Jim Farley shared an awesome article on LinkedIn talking about electric vehicles and their future and his past as a petrol head and all of the work he's done at Ford over decades with his family. I'm not going to read the whole thing but I am going to post this below because this would be a great article to send to all of your friends and family or anybody that you run into that says, app, I would never buy an EV.

吉姆·法利在LinkedIn上分享了一篇很棒的文章，讨论了电动汽车及其未来，还讲述了他过去作为一个汽油车爱好者的经历以及他在福特公司和家人一起多年来的工作。我不会全文阅读，但我会在下面发布这篇文章的链接，因为这是一篇非常适合转发给你的朋友、家人或任何说“我绝不会买电动车”的人的文章。

Just a few lines from Jim he said, so as a lifelong petrol head I was surprised as anyone when I fell in love with EVs. It was not government policies or political beliefs that sparked this late career romance with EVs, it's because I drive one the F-150 Lightning. He highlighted things like no gas stations ever, the lockable frunk in the Lightning, how it can work as a mobile generator and can power his home.

这是吉姆写的几句话。他说，作为一个终生的汽车迷，我和其他人一样，对自己爱上电动车感到惊讶。这并不是因为政府政策或政治信仰，而是因为我开了一辆F-150 Lightning。他特别指出，这辆车永远不用去加油站，有可锁的前备箱，还可以作为移动发电机为家供电。

He said EVs are not for everyone and every job, but as the CEO of a major automaker I feel compelled to tell customers the truth about EVs amid all the disinformation and misunderstandings. Our research shows roughly half of Americans take trips over 150 miles, only 4 days or fewer per year. It's true that we're losing money on EVs in the first innings of this transition, largely due to upfront investment costs, but that too is changing.

他说，电动车并不适合所有人和所有工作，但作为一个大型汽车制造商的CEO，我觉得有必要在这么多的错误信息和误解中向顾客讲述电动车的真相。我们的研究显示，大约有一半的美国人每年只有4天或更少的时间会进行超过150英里的旅行。确实，在这一过渡阶段的初期，我们在电动车上亏损了，主要是由于前期投资成本高，但这也正在发生变化。

After all, what major technological leap forward was not challenging and costly at the early stages. The tipping point we're working toward will come not from regulators who push us or from politicians who try to hold us back, it'll come from consumers. Not when an arbitrary market share is reached, but when EVs are simply better for more customers, better to drive, cheaper to own and easier to integrate into daily life. This is the reality for millions already.

毕竟，哪个重大技术突破在初期阶段不是既充满挑战又代价高昂的呢？我们努力的关键时刻不会来自于监管者的推动或政客的阻碍，而是来自于消费者。当电动车对更多消费者来说更好开、更便宜拥有、更容易融入日常生活时，而不是当某个任意的市场份额被达到时，才会真正迎来转折点。对数百万人来说，这已经是现实了。

I could say take it from a car guy that EVs are a great choice for many people, but you're better off trying one for yourself and making your own decision. What's more American than that? Who knows, you might just surprise yourself, I know I did. It may seem basic, but if you haven't been able to figure it out already, I place a high value on authenticity from CEOs these days and that one just felt authentic.

我可以说，作为一个汽车爱好者，我觉得电动车对很多人来说是一个很好的选择，但你最好还是亲自试试，然后自己做决定。这不正是美国精神的体现吗？谁知道呢，你可能会给自己一个惊喜，就像我当初一样。听起来可能有点简单，但如果你还没意识到的话，我现在特别重视CEO们的真实感，而这次就让我感受到了那份真实性。

Ford has also decided to bring its next gen EV low cost platform team to Long Beach, California. They plan to open this new campus in early 2025 and it will accommodate up to 450 employees. The main idea behind this move was to help Ford attract top talent from around the world, giving them a place to work where they also want to live. This Ford Skunk Works team is being led by a former Tesla executive Alan Clark.

福特公司还决定将其下一代低成本电动汽车平台团队迁至加利福尼亚州的长滩。他们计划在2025年初开放这个新园区，最多可容纳450名员工。此次搬迁的主要目的是吸引全球顶尖人才，并为他们提供一个既能工作又想居住的地方。这个福特Skunk Works团队由前特斯拉高管艾伦·克拉克领导。

They said this project draws inspiration from the Model T, which was the epitome of innovation and affordability for the masses. In fact, this is a full circle move for Ford as back in the 1930s, Ford had a plant also in Long Beach where they produced Model A's. Unfortunately, not only do connected vehicles collect data about drivers and sell that information to insurance companies, but we're also learning that now many apps on your smartphone are doing the same. Information about driving habits is also being collected by apps that are only tangentially related to autos. And look, the backlash is working. GM said it stopped working with a data broker that was selling customer data to insurance companies without their consent after public backlash. So as consumers, we need to keep this momentum going, so what can we do? Well, I for one would recommend signing up for Delete Me yesterday. Now yes, they sponsor the channel and they're a US based company that's doing all of the time consuming work, removing all of my personal information from these data brokers continually. So I get to sit back, relax and just read the reports every quarter.

他们说这个项目的灵感来自于T型车，这款车是创新和大众可负担性的典范。事实上，这对福特来说是一个完整的循环，因为早在1930年代，福特就已经在长滩设有工厂，生产A型车。不幸的是，如今不仅联网车辆会收集驾驶员的数据并将这些信息卖给保险公司，我们还发现现在很多智能手机上的应用程序也在这样做。甚至有些与汽车仅有间接关系的应用程序也在收集驾驶习惯的信息。而顶住舆论压力是有效的。通用汽车表示，在公众强烈反对后，他们已经停止与一家在未经客户同意的情况下将数据卖给保险公司的数据经纪商合作。所以，作为消费者，我们需要保持这种势头。那么我们能做些什么呢？我个人建议尽早注册“Delete Me”。虽然他们确实赞助了我们的频道，但他们是一家美国公司，专门负责耗时的工作，持续地将我的个人信息从这些数据经纪商那里删除。所以我可以轻松地坐下，每季度只需查看他们提交的报告。

Delete Me is super affordable and in my opinion, it's a no brainer given the fact that last year 2.7 billion dollars was lost to imposter scams and there was 2.5 million reports of fraud. And data brokers are often the catalysts for these events because nefarious actors have easy access to your sensitive info whether you think they do or not. I just got my 5th quarterly report from Delete Me and in June alone, they reviewed nearly 4000 listings, removing my information from 40 of those, saving me over 50 hours of time. And I would add, the avoidance of all of the headaches of making all of these phone calls is absolutely priceless. You can always see the status of each individual data broker and your information, whether that removal is in progress or actually complete. Plus, new data brokers pop up all the time so Delete Me continually scans for those new ones to ensure your data is removed.

Delete Me的价格非常实惠，我认为它是一个非常不错的选择。去年有27亿美元因冒名顶替诈骗而损失，另外还有250万起欺诈案件报告。数据经纪人经常是这些事件的催化剂，因为无论你是否意识到，恶意行为者都可以轻易获取你的敏感信息。我刚收到了我的第五份Delete Me季度报告，仅在今年六月，他们就审查了近4000个列表，删除了其中40个包含我信息的记录，节省了我超过50个小时的时间。此外，还避免了我为了这些事情不断打电话的麻烦，这点是无价的。你随时可以查看每个数据经纪人的状态以及你的信息是否在删除中或已被删除。而且，新出现的数据经纪人也会被Delete Me持续扫描，以确保你的数据被移除。

So if you'd like to get your family's privacy back and support a US based company doing what I think is important work, you can head to joindeleitme.com slash electrified and use my code electrified to get 20% off, the link is below. Some local media outlets just got a tour of the new Panasonic factory in Kansas that will largely be supplying 2170s to Tesla. They confirmed the factory is on track to launch spring of 2025. As you would expect, Panasonic said they're now bringing the experience they've learned from Giganavada in partnership with Tesla to Kansas. They're saying this factory will be a 5 million square foot production facility and it will be the largest battery factory in the world. The facility is divided into two sections, wing 1 and wing 2 and there are going to be four lines of battery production in each wing. Officials said they're completely done with wing 1 as far as the infrastructure of the building.

如果您希望恢复您家庭的隐私，并且支持一家我认为在做重要工作的美国公司，您可以前往 joindeleitme.com/ electrified 并使用我的代码 electrified 享受20%的折扣，链接就在下面。一些当地的媒体最近参观了新开设的堪萨斯松下工厂，这个工厂主要为特斯拉供应2170型号的电池。他们确认工厂将在2025年春季按计划投产。不出所料，松下表示他们正在把与特斯拉在Giga Nevada合作中积累的经验带到堪萨斯。他们表示这个工厂将是一个500万平方英尺的生产设施，并且将成为全球最大的电池工厂。该设施被分为两个部分，翼1和翼2，每个翼里将有四条电池生产线。官员们表示，翼1的建筑基础设施已经完全完工。

About 5 weeks ago they started moving in the actual cell production equipment and will be continuing in finishing wing 2 next. They're saying it's been moving very rapidly. They expect the plant to eventually employ about 4000 people and they're saying the average starting pay should be between $20 and $30 per hour. They'll be running 12 hour shifts, and it will be a 24-7 operation. The plant is less than one year from completion. Sounds like maybe some low volume cell production for Tesla as soon as spring next year. Gigabrelin's plant manager Andre Terek posted the Gigabrelin Rave Cave aka Hamster is now alive. Now I'm not sure if this is an after shift type of thing or take a break type of thing but either way I'm sure not many other car companies are doing anything similar.

大约5周前，他们开始安装实际的电池生产设备，接下来将继续完善2号生产区。他们表示进展非常迅速，预计工厂最终将雇佣大约4000名员工，平均起薪应该在每小时20到30美元之间。他们将采用12小时轮班制，工厂将全天候运作。工厂离完工不到一年。听起来也许明年春天就会有小规模的电池生产，可能是为特斯拉生产的。Gigabrelin工厂的经理Andre Terek发布消息称，Gigabrelin Rave Cave（又称Hamster）现在已经启动。我不确定这是不是一个下班后的活动还是一个休息时的活动，但无论哪种情况，我确信没多少其他汽车公司会做类似的事情。

Remember how Polestar had some accounting misstatements over the past few years so we were waiting on some updated financials? Well, we got some new numbers for 2023 and they're not great. Polestar's revenue for last year was $2.38 billion down 3% from 2022 when it was $2.45 billion. Polestar reported a gross loss of $414 million last year compared to a gross profit of $98 million in 2022. And Polestar's net loss was $1.17 billion last year compared to $481.5 million the year prior. I did sign up to test drive a Polestar 3 and I just got the email. The problem is the closest Polestar location to me is about 4.5 hours away and I'm not that interested. I really just want to experience the vehicle and compare it to our Model Y but the point is Polestar is facing an uphill battle between all of that and reduced investment from Volvo.

还记得Polestar过去几年有一些财务报表的错误吗，所以我们一直在等待更新后的财务数据？现在我们收到了2023年的新数据，它们并不理想。去年，Polestar的收入为23.8亿美元，比2022年的24.5亿美元下降了3%。Polestar去年报告了4.14亿美元的毛亏损，而2022年则是9800万美元的毛利润。此外，Polestar去年的净亏损为11.7亿美元，而前一年为4.815亿美元。我确实报名试驾了一辆Polestar 3，而且刚刚收到了邮件。但问题是离我最近的Polestar门店大约有4.5小时的车程，而我并没有那么大的兴趣。我只是想体验一下这款车，并将其与我们的Model Y进行比较，但重点是Polestar在这一切以及来自沃尔沃减少投资的情况下正面临严峻的挑战。

Fun fact, a World War 2 bomb was discovered in the forest near Gigabrelin and it's going to be safely detonated on site on Saturday. They found it because it's where Tesla plans to lay tracks for a new freight station. It won't affect production because production isn't scheduled for Saturday anyways but the protesters in the forest will not be forcibly evacuated allowing the activists to choose if they'd like to remain in the area.

有趣的是，在Gigabrelin附近的森林里发现了一枚二战时期的炸弹，计划在周六在现场进行安全引爆。发现这枚炸弹是因为特斯拉计划在此铺设新货运站的轨道。不过，这不会影响生产，因为周六本来就没有生产安排。同时，森林里的抗议者不会被强制撤离，让他们可以自行决定是否留在该地区。

You see this headline titled Toyota to launch first EV with advanced self-driving system for China in 2025 and you probably roll your eyes. And it would get worse because they said it'll be similar to Tesla's FSD for the Chinese market. But this is through Toyota's joint venture with GAC and the first car to use this tech will be a BOGI 3X SUV. They said this would ensure its leadership in autonomous driving technology offerings among all foreign brands in China. And par for the course Toyota said it's going to roll out a new LFP battery in 2026 or 2027 that could reduce the production cost of the BZ4X by 40%.

你看到标题“丰田将在2025年推出首款搭载先进自动驾驶系统的电动汽车，专为中国市场”，可能会翻个白眼。而且接下来会更糟糕，因为他们说这款车的自动驾驶系统将类似于特斯拉的FSD，但这是通过丰田与广汽的合资企业完成的，首款采用该技术的将是BOGI 3X SUV。他们表示，这将确保其在外国品牌中，自动驾驶技术在中国市场的领先地位。同时，丰田还表示将在2026年或2027年推出新的LFP电池，这将使BZ4X的生产成本降低40%。

But on the autonomous driving, GAC Toyota is partnering up with Momenta who also uses Nvidia, specifically the Nvidia Drive SOC which does not rely on HD maps. But this system will use 11 cameras, one radar and yes, one LiDAR. But it could be one to watch because Momenta has also integrated China's first mass produced end to end large scale foundation model for autonomous driving, which sounds a lot like video in and controls out. A VP from Nvidia said Momenta is bringing together its strength in advancing software algorithms through data driven approaches with Nvidia's cutting edge tech and expertise to achieve full stack end to end autonomous driving capabilities. Toyota has been very quiet when it comes to autonomous technology and what its real plans were going to be so, we'll see if Toyota rolls out a similar strategy outside of China and it may be based on if this initial deployment goes well.

但是在自动驾驶领域，广汽丰田正在与 Momenta 合作，后者同样使用 Nvidia 技术，尤其是 Nvidia Drive SOC，该系统不依赖高清地图。不过，这个系统将使用 11 个摄像头、一个雷达以及一个激光雷达。这套系统值得关注，因为 Momenta 集成了中国首个大规模量产的端到端自动驾驶基础模型，听起来就像是视频输入和控制输出。Nvidia 的一位副总裁表示，Momenta 正通过数据驱动的方法将其在软件算法方面的优势与 Nvidia 的尖端技术和专业知识相结合，以实现全栈端到端的自动驾驶能力。丰田在自动驾驶技术及其实际计划方面一直非常低调。所以，我们拭目以待丰田是否会在中国以外的地区推出类似策略，这可能取决于这次初步部署的结果是否顺利。

Energy shared a slick video of the Riviera apartment building in Brisbane, Australia, saying that the common areas are powered by 9 power walls and solar energy. Number 1, this apartment complex is awesome and obviously it's not a huge project but it's the blueprint that should be the future. So not just for new home construction is the micro grid VPP the way to go but for apartment complexes as well.

Energy 分享了一段关于澳大利亚布里斯班 Riviera 公寓大楼的精美视频，称其公共区域由 9 个电力墙和太阳能供电。首先，这个公寓项目非常棒，虽然规模不大，但它是未来应有的蓝图。所以，不仅新建住房应采用微电网虚拟电厂（VPP），公寓大楼也应该这样做。

Tesla stock closed the week at $197.88 up 0.23% while the NASDAQ was down 0.71%. And intraday Tesla did wick above 200 for the first time since February of this year. I know some of you are about to roll your eyes but I did want to highlight the $200 level for Tesla stock has been a key one now for over 3 years. Remember TA is just historical data and how consumers were behaving at certain price points. Back in 2020 Tesla stock ripped through 200 and then retested it twice before taking off again. Then it proceeded to test it twice before ultimately breaking through.

特斯拉股票本周收于197.88美元，上涨0.23%，而纳斯达克指数下跌了0.71%。盘中，特斯拉股价自今年2月以来首次突破200美元大关。我知道有些人可能会翻白眼，但我还是想强调一下，200美元对于特斯拉股票来说已经是一个关键价位超过3年了。记住，技术分析只是历史数据，反映消费者在特定价格点的行为。回到2020年，特斯拉股票突破了200美元，然后进行了两次回测，接着再次大幅上涨。随后又进行了两次测试，最终突破了这个价位。

And again in 2023 it served as a resistance before ultimately serving as a support yet again. So are we going to rip through and then retest or are we going to be rejected? I'll save that for a different platform. I'll send you guys into the weekend with a video that highlights the weaponization of electric vehicles and really the lack of education of our leaders of the country. Don't forget check out Delete Me linked below if you want to protect you and your family. Hope you guys have a wonderful and a safe weekend. 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. And this dictatorial policy.

在2023年，这又一次充当了阻力位，随后再次成为支撑。所以我们是要突破然后回测，还是会被拒绝呢？这个问题我会留到另一个平台上讨论。周末前，我会给大家发一段视频，强调电动车的武器化以及我们国家领导人缺乏相关教育。如果你想保护自己和家人，别忘了查看下面链接的Delete Me。希望大家度过一个愉快又安全的周末。如果你喜欢这个视频，请点赞。你可以在下面的链接找到我的X账号，特别感谢所有的Patreon支持者。以及这个专制的政策。

Well thank you. Given time is limited I will confine myself to addressing the factually incorrect portions of what you have said beginning with the assertion that EV sales are going down. They are in fact going up every government sales year or private sale. Every single year. Private sales for a member of the government sales. Mr. Secretary. The entire market. The government is forced to buy them so sales are going up but private sector are private sales too. Yeah. I'd like those numbers. 1.2 million EVs were sold in the US in 2010. How many government and private? We'll get you that breakout but as you know more private citizens buy EVs than government purchase. No I don't. Let me address the second factual mistake in your remarks which was that EV costs are getting higher. They're in fact getting lower and according to JD power have now reached parity or are slightly lower than the. With or without subsidy Mr. Secretary. With or without? Yeah that does include the subsidy. That's right. But the point is they are going lower. But they're not because we're all buying.

好的，谢谢你。鉴于时间有限，我将仅限于讨论你所说内容中的事实性错误，首先是关于电动汽车(EV)销售量下降的说法。实际上，电动汽车的销售量每年都在上升，无论是政府采购还是私人购买的每一年都是如此。私人销售涉及到政府采购的成员。部长先生，整个市场的销售量。政府被迫购买电动汽车，所以销售量在上升，但私人部门也有自己的私人销售。是的，我想要那些数据。2010年，美国卖出了120万辆电动汽车。政府和私人销售的数量是多少？我们会给你详细的分类数据，但正如你所知，更多的私人公民购买电动汽车，而不是政府采购。我不这么认为。让我谈谈你言论中的第二个事实错误，即电动汽车成本正在上涨。实际上，它们的成本正在下降，根据JD Power的数据显示，已经达到了与非电动汽车价格相当甚至略低的水平。部长先生，是包括还是不包括补贴？包括还是不包括？是的，这包括补贴。没错。但重点是它们的成本正在下降。但并非如此，因为我们都在购买。

The statement that they are going up is incorrect. The third incorrect assertion you made is that sales dropped in Q1. They did not drop compared to Q1 the previous year. Of course if you compare them to Q4 they dropped because they always do because car sales are seasonal but I would imagine most people are aware of that. No I'm talking about Q1 EV. Q4 to Q1. EV. Not just overall car sales. Any car sales go down Q1 to Q4 because more people buy cars in Q4 but I'm telling you to use every single year. More Americans buy EVs than the year before.

你说他们在上升是不对的。你犯的第三个错误是你说第一季度销售额下降了。和去年第一季度相比，它并没有下降。当然，如果你把它们和第四季度比较，它们确实下降了，因为汽车销售是有季节性的，但我想大多数人都知道这一点。不，我在说第一季度的电动车销售。从第四季度到第一季度，电动车销售。不是指整体汽车销售。任何汽车的销售额在第一季度都会比第四季度下降，因为更多的人在第四季度买车，但我要告诉你的是，每年都会有更多的美国人买电动车，比前一年更多。

The word tailspin is just a bizarre word to use for a growing sector of our economy. We also think that since that's the way that the market is headed we should not allow China to build on the advantage that they developed during the Trump administration. Not because they're environmentalists but because they understand the economic power of trying to dominate the EV market we want those EVs to be made in America and increasingly they are. I'm happy to have them made in America Mr. Secretary. What I'm not happy about is the mandate.

"尾旋" 这个词用来形容我们经济中正在增长的部门实在是很奇怪。我们还认为，既然市场正朝那个方向发展，我们不应该允许中国利用他们在特朗普政府期间获得的优势继续发展。他们这样做不是因为他们是环保主义者，而是因为他们明白如果能主导电动车市场，就能获得巨大的经济力量。我们希望这些电动车是在美国制造的，而且情况也确实越来越多是这样的。部长先生，我很高兴这些电动车是在美国制造的，但我不高兴的是这项强制规定。

The American people should be able to buy them. That brings me to the fourth and final thing that I need to challenge is being factually inaccurate which there is no mandate. You can purchase a gas car if you want to.

美国人民应该能够购买它们。这让我想到我要挑战的第四点，也是最后一点：它们不符合事实，因为根本没有强制规定。如果你愿意，你仍然可以购买汽油车。