The Big NACS Domino Falls / Tesla Production & Battery Upgrades / New Audi Leadership ⚡️

In the model, why we actually added what we call off-roadmen, which is a little bit of that brake torque vectoring to like on steroids. Maybe you're doing a little bit of river-rocking, and one wheel gets off the ground and clamp that down, and the other three put torque forward, so you still keep moving. And that's something, gives the model why, the capability that you might not otherwise get in pretty sporty crossover SUV.

为了让模型更具活力，我们实际上添加了我们所称之为越野模式。这是一种类似于看起来加强版的制动力向量分配系统。也许你在行驶中遇到了一些河流、岩石，有一个车轮脱离地面，但我们通过夹紧其他三个车轮，并将动力向前输送，这样你仍然可以继续前行。这就是为什么我们的模型可以具备其他运动型跨界SUV所没有的能力。

There's been a lot of talk about the rear casting and how cool it is and what it does, but one of the problems when you make big pieces of aluminum is that they warp when you heat treat them. But with model why, we actually invented our own alloy that is able to achieve super high levels of strength and durability, so that saves money, costs, energy because we don't have to heat treat it with these giant ovens, but more importantly, keeps the parts straight, and that means we don't have to missioning the whole thing. From an engineering geek out standpoint, that's like one of the coolest parts of the thing, is like, yeah, you can look at it and say, okay, they replaced 100 parts with one or two, but really the alloy and the material developed on that was super special, because we wouldn't have been able to do that without it.

最近一直有关于后模铸造的讨论，它的酷炫之处和用途备受赞扬。然而，当你制造大块铝制品时，一个问题就是在热处理时它们会变形。但是使用Model Why，我们实际上研发了一种自己的合金，能够达到超高的强度和耐久性，这样既节省了金钱、成本和能源，因为我们不需要用巨大的烤箱对其进行热处理，更重要的是它能保持零件的直线，这意味着我们不需要对整个产品进行调校。从工程极客的角度来看，这是最酷的部分之一，因为你可以看到，它用一两个零部件取代了100个，但是真正特别的是合金和材料的研发，如果没有它们，我们就做不到这一点。

Welcome to Electrified, it's your host Dylan Loomis. Just an early heads up for next week, no video on Tuesday, July 4th. When it comes to Monday and Wednesday, it'll be up in the air. I have a lot of friends and family in town for the week that I never get to see, so I'm going to be available for them, I just don't know what their schedules look like. So if I don't upload Monday and Wednesday, that's why, but I'm going to try too, so we'll see.

欢迎来到《电动世界》，我是主持人Dylan Loomis。提前告知下周二七月四日将没有视频。至于周一和周三，情况不确定。这周有很多我很少见到的朋友和家人来城市，所以我会为他们腾出时间，只是我不知道他们的行程安排如何。所以，如果我没有在周一和周三上传视频，就是因为这个原因，但我会尽量上传的，我们拭目以待。

We have the Driven reporting that in Australia, almost all of Tesla's inventory is now cleared out after Tesla started offering some incentives. It's also being reported, we've hit a new record number of ships to Australia for the quarter, totaling 16, and the last time I checked, I believe each ship can fit about 2,000 Tesla vehicles. And doing some simple math, if you take the fact that only about 8,152 have been delivered in the first two months of the quarter, that could mean a pretty big third month of the quarter for Tesla Australia.

据Driven报道，澳大利亚几乎清空了特斯拉的所有库存，这是因为特斯拉开始提供一些激励措施。有报道称，本季度澳大利亚迎来了创纪录的16艘特斯拉船只。据我最后了解，每艘船大约可以容纳2,000辆特斯拉汽车。简单计算一下，如果我们考虑到本季度的前两个月已经交付的约8,152辆车辆，那么对于特斯拉澳大利亚来说，本季度的第三个月可能会非常成功。

In case you missed it, it looks like the Model Y production lines at Gigatexas will be shut down for five days at the beginning of July, spanning the July 4th holiday for line upgrades. After that, there is expected to be a slower production ramp schedule so that the employees can get used to the new lines. Simultaneously, Gigatexas is switching away from swing shifts and moving to day and night only, and of course, this reporting is coming from Joe Tettmeyer. For now, we don't know much about these upgrades other than the intended end goal is to have, of course, higher production. We just don't know what the number is, but it's supposed to be higher than the 5,000 per week number they've hit in the past. Additionally, those swing shift workers are going to be redirected to, yes, the Cybertruck production line to finalize testing, calibration and to get the lines into production status. That'll be happening in July into August.

如果你错过了，看起来Gigatexas的Model Y生产线将在7月初关闭五天，跨越7月4日假期进行线路升级。之后，预计会有一个较慢的生产提升计划，以便员工能适应新的生产线。同时，Gigatexas将不再使用早晚班制，改为白天和夜晚班制。当然，这些报道来自Joe Tettmeyer。目前，我们对这些升级项目还不太了解，除了预期的最终目标是增加产量。我们只是不知道具体的数字，但预计会高于他们过去每周达到的5,000辆的产量。此外，这些早晚班的工人将会被调往Cybertruck生产线，进行最后的测试、校准并将生产线投入使用状态。这将会在7月至8月期间进行。

Joe reporting there's a new Tesla manufacturing site about 20 miles southwest of Gigatexas. This is where they may produce seats and some other sub-assemblies, potentially for both the Model Y and the Cybertruck. Joe then had another tweet sharing some pictures from Jeff Roberts of two other companies in that same area around this new production site for Tesla named Plasticon and Sim1 and A, both making interior parts and sub-assemblies, potentially for the Y and the Cybertruck. So I'll watch Joe's flyovers for any potential looks at this new manufacturing site, but it's good to hear Tesla is still planning to make their own seats because there were reports that they may stop.

乔报道称，特斯拉在吉加特克萨斯西南约20英里处建立了一个新的制造工厂。据悉，这个工厂可能用于生产座椅和其他一些子组件，可能同时适用于Model Y和Cybertruck。乔还在另一条推文中分享了杰夫·罗伯茨拍摄的两家位于特斯拉新工厂周围地区的其他公司（Plasticon和Sim1和A），它们都制造内部零部件和子组件，有可能供应给Model Y和Cybertruck。因此，我会监视乔的空中拍摄，了解这个新工厂的任何线索。很高兴听到特斯拉仍计划自行生产座椅，因为先前有报道称他们可能会停止生产。

We also have 36KR reporting that the new rear wheel drive Model 3 out of China is going to get a new battery pack, this time from CATL and it will be the LFMP chemistry. But not only will it be a new, supposedly better chemistry, it's also going to be a larger battery pack going from 60 to 66 kilowatt hours. The report also said this new battery pack can also be used in future revisions of the Model Y. There's that talk of Project Juniper that's supposed to be a refresh of the Model Y. Of course, we haven't really seen or heard much about that, but maybe Tesla is planning a slight refresh for the Model Y in 2024. And this source is also saying that Model 3 Project Highland production is supposed to begin in China in September.

我们还有36氪报道称，中国新推出的后驱Model 3将采用来自CATL的新型电池组，这次是LFMP化学成分。不仅如此，它还将采用更大容量的电池组，从60千瓦时增至66千瓦时。报告还表示，这种新型电池组还可以用于未来版本的Model Y。目前有关Project Juniper的讨论，该计划旨在对Model Y进行改进，当然，我们对此尚未看到或听到太多消息，但或许特斯拉计划在2024年对Model Y进行轻微更新。此外，消息来源还表示，Model 3「Project Highland」的生产预计将于九月在中国开始。

Right now in China, there are only two versions of the Model 3 available in the configurator, the rear wheel drive and the performance. And based on this reporting, they're saying both versions are going to get a range boost with these upgraded battery packs, the rear wheel drive version getting about 27 extra miles and the performance version getting an extra 15. To be fair, there have been reports of Tesla switching over to LFMP sales in the past and it didn't happen, so just keep that in mind.

目前在中国，Model 3的选配器中只有两个版本可供选择，即后驱和性能版。根据这份报道，他们称这两个版本都将通过升级电池包来提高续航里程，后驱版本将增加约27英里，性能版将增加15英里。公平地说，过去有关特斯拉转向LFMP销售的报道并未真正发生，所以请记住这一点。

Honestly, I was surprised by the reaction of some people online to this news, Electrify America saying they're going to adopt the NACS. Did people really think that they weren't going to with all of the recent announcements and all of these vehicles set to have the NACS port by 2025? If Electrify America wants to make money, they almost have to adopt the NACS. And yes, Electrify Canada's fast charging network is included as well. EA will work to offer a NACS connector option at existing and future charging stations by 2025 and they'll continue to support the CCS1. The latest update, EA has 850 charging stations with around 4,000 chargers in the United States and Canada. In case you're new to the EV story, Electrify America really only exists as a penalty for VW's diesel scandal. If you're not familiar with that, check out the Netflix documentary.

说实话，我对一些网友对Electrify America采用NACS的反应感到惊讶。他们真的认为在最近的公告和到2025年计划采用NACS端口的众多电动汽车的情况下，Electrify America不会采用NACS吗？如果Electrify America想要赚钱，他们几乎不得不采用NACS。而且，包括Electrify Canada的快速充电网络在内。到2025年，EA将努力在现有和未来的充电站提供NACS连接器选项，并将继续支持CCS1。最新的更新是，EA在美国和加拿大拥有850个充电站和约4000个充电器。如果你对电动汽车的故事还不熟悉，那么Electrify America实际上只是因为大众柴油丑闻而存在的一种处罚。如果你不熟悉这个故事，可以去看看Netflix的纪录片。

So yes, I'll go out on the limb here and say that VW and the subsidiaries, Porsche, Audi, and the others will eventually be announcing they're adopting the NACS, at least in North America, of course. And as expected today, Polestar makes it official. They're also adopting the NACS. When we heard the Volvo Domino-Fell, we knew it was only a matter of time for Polestar. From 2025, Polestar vehicle sold in North America will be equipped with a NACS port by default. Adaptors will allow drivers to access the supercharging network mid 2024. This agreement applies to current and future Polestar models and future NACS equipped Polestar vehicles will come with a CCS adapter. And what do you know? They mentioned that 12,000 charging point number when in reality Tesla has closer to 19,000 in North America. So to me, it sounds like these companies won't have access to all of Tesla's supercharging locations at least to start. And honestly, as I said on Twitter, it's just great to see all of these announcements because 10 years ago, Tesla took a huge risk in starting this supercharger network. Back then, there were four locations fast forward to today and Tesla has over 5,000 worldwide with 99.9% uptime. And over the past 10 years, the rest of the industry sat on their hands rooting for Tesla to fail. Well, fail they did not end. Here we are today.

是的，我要冒险说，大众和其子公司保时捷、奥迪等终究会宣布他们将采用NACS，至少在北美地区是如此。正如今天所预料的，Polestar正式宣布他们也将采用NACS。当我们听说了沃尔沃的决定后，我们知道Polestar也迟早会这样做的。从2025年起，在北美销售的Polestar车型将默认配备NACS接口。适配器将使驾驶员可以在2024年上半年使用超级充电网络。这项协议涵盖现有和未来的Polestar车型，未来配备NACS的Polestar车辆将附带CCS适配器。哎哟，他们提到了12,000个充电点的数量，实际上特斯拉在北美有近19,000个充电点。所以对我来说，听起来这些公司起初可能无法使用特斯拉的全部超级充电位置。老实说，正如我在推特上所说的，看到所有这些公告真是太好了，因为10年前，特斯拉在启动这个超级充电网络时承担了巨大的风险。当时只有四个位置，到今天为止，特斯拉在全球拥有超过5,000个充电点，可靠性高达99.9%。在过去的10年里，整个行业一直袖手旁观，希望特斯拉失败。但他们没有失败，今天我们就在这里。

So it's great to see Tesla rewarded for all of their hard work and innovation. The Model Y has won Otto Vista's Best Residual Value Award for 2023. This is basically an award for European competitors and Tesla beat out the ENYAC, the Q4, the EX90, and the ID4. The summary, this award confirms our internal data and what our partners across Europe are telling us. Model Y is a safe investment.

很高兴看到特斯拉因其辛勤工作和创新而获得奖励。Model Y赢得了2023年Otto Vista最佳残值奖。这基本上是一个欧洲竞争对手的奖项，而特斯拉击败了ENYAC、Q4、EX90和ID4。总结起来，这个奖证实了我们内部数据和欧洲各地合作伙伴的反馈。Model Y是一项安全的投资。

The Model Y was the best selling car overall globally and in Europe during the first quarter of 2023. And hopefully will be the best selling car of any kind this year globally, period. I won't get into the detail because most of us already know about the OTA updates. The car is getting better with time, the safety, the features, the pricing, and all of that good stuff. But it's below if you wanna check it out.

在2023年第一季度，Model Y成为全球和欧洲市场上销量最好的车型。希望它今年能成为全球市场上任何类型车型的最畅销车型。大家大概都知道OTA升级的细节，我就不多说了。随着时间推移，这款车的安全性、功能和定价等方面都在不断提升，质量越来越好。如果你有兴趣，下面有相关信息可以查看。

At first glance, this press release from the Department of Energy sounds great, but there's a reason we need to actually read the articles. They released a notice of intent to invest $2 billion from the IRA to accelerate domestic manufacturing of EVs and the money is supposed to be divvied out in the coming months. But then the not great part. They say it's going to provide cost shared grants for domestic production of efficient hybrid, plug in electric hybrid, plug in electric drive, and hydrogen fuel cell electric vehicles. The money will support commercial facilities, including those for vehicle assembly, component assembly, and related part manufacturing. But here's the kicker. It will prioritize projects that refurbish or retool manufacturing facilities that have recently ceased operation or are expected to cease operating in the near future with a goal of preserving existing jobs, including union jobs and wages. I'd hate to classify this as a veiled bailout because of course I support trying to keep as many jobs and factories in operation as possible, but is this the most efficient way to spend the money? You can definitely argue it.

乍一看，美国能源部的这份新闻稿听起来很不错，但我们有必要阅读实际的文章，这其中有个原因。他们发布了一份意向通知，打算从国内再投资2亿美元来加速电动车的国内制造，并且这笔钱将在未来几个月分配出去。但接下来的部分就不那么美好了。他们表示，将为国内生产高效混合动力、插电混合动力、插电电动驱动和氢燃料电池电动车提供成本共担的补助金。这笔钱将用于支持商业设施，包括车辆组装、零部件组装和相关零件制造。但问题来了。这一举措将优先考虑修复或重新装备那些最近停业或预计在不久的将来停业的制造工厂项目，以保留现有的工作岗位，包括工会工作和工资。我不愿意将这个称为隐晦的紧急援助，因为当然我支持尽可能地保持工作岗位和工厂运作，但这是否是最有效利用资金的方式呢？这确实可以有争议。

Looking at the wait times for the Tesla China configurator, all variants of the Model Y are now two to six weeks up from one to five previously. Both variants of the Model 3 are still one to four weeks. Personally, I think this is awesome. We have Japan looking to get students fresh out of high school to teach them how to make batteries to boost that industry over the next decade. In case you didn't know, with all of the huge gigafactory announcements for the next decade, good battery engineers are lacking worldwide. In the article they talk about gig in Nevada saying Reno has limited resources of labor and it's hard to get the talent we need. We have a history of struggling to get workers in Reno. And good news, Panasonic has been in talks with several US community colleges to help train workers for new factories that it's building in the United States, including the one in Kansas. This would be great whiteboard material for the Tesla locker room.

看看特斯拉中国配置器的等待时间，现在Model Y的所有变种都是2到6周，比之前的1到5周要长。Model 3的两个变种仍然是1到4周。个人认为这太棒了。日本正计划在未来十年培养高中毕业生来教他们如何制造电池，以促进该产业的发展。如果你还不知道，未来十年有很多巨大的超级工厂计划，全球范围内都缺乏优秀的电池工程师。文章中提到了内华达州的超级工厂，称雷诺的劳动力资源有限，很难招揽到我们需要的人才。雷诺一直以来都有招工困难的历史。好消息是，松下已经与几所美国社区学院进行了洽谈，帮助培训在美国新建工厂工作的工人，包括在堪萨斯州的那家工厂。这对特斯拉更衣室来说是很好的讨论材料。

We have John Murphy, the lead analyst for Bank of America, speaking of the cyber truck, saying I think it will be a niche vehicle and that it won't be selling huge volume after the initial rush of orders due to pent up demand. I'm a realist. I know that there's a chance he's correct, but I also have a feeling we'll be coming back to this one in a few years. And it's not going to be because he was right.

我们有美国银行首席分析师约翰·墨菲谈论了Cyber Truck，他表示：“我认为它将成为一个小众车型，初始订单高涨之后，销量将不会大幅增长，原因是需求压抑。”我是一个现实主义者，知道他有可能是正确的，但我也有一种感觉，几年后我们将再次关注这一点。而这并不是因为他是对的。

It looks like we have one of our first companies marketing cyber truck wraps. This one is from wrapmate and they have a configurator where you can choose your color and save your configuration. So I'll have this link below if you're interested. Sounds like you can actually start purchasing some of these later this year. As far as I can tell, it looks like wrapmate has around 2,000 different certified installers across the country. So you may not have to travel as far as you'd think. In case you're interested, this will be linked below.

看起来我们有我们的第一家公司营销网络卡车贴纸。这个来自Wrapmate，他们有一个配置器，你可以选择颜色并保存你的配置。所以如果你有兴趣，我会在下面放上这个链接。听起来，你实际上可以在今年晚些时候开始购买其中一些。据我所知，Wrapmate在全国范围内有大约2,000名不同的认证安装师。所以你可能不需要像你想的那样远距离旅行。如果你有兴趣，我会在下面提供链接。

On GitHub for Tesla, it looks like there's some new fleet telemetry data available. This isn't really for fleet managers. This is more for those companies like Tesla five we talked about yesterday to have easier access to some of Tesla's data to improve their third party services. So again, if this is of interest to you, it'll be below.

在GitHub上，特斯拉似乎有一些新的车队遥测数据可用。这并不完全是为车队经理准备的。这更多是为那些像我们昨天谈到的特斯拉第五方公司提供更方便地访问一些特斯拉数据以改善他们的第三方服务。所以，如果这对您有兴趣，下面会有相关信息。

Oftentimes, Tesla detractors will mock Tesla for saying they're not level three Mercedeses, Mercedes is ahead of Tesla. Well, the reason Tesla is staying by choice at level two is basically because of this. Right now, Mercedes is saying that legally, they know how it's going to work for who's at fault in the event of an accident or even a speeding ticket when they're about to launch their new drive pilot system in 2024.

很多时候，特斯拉的贬低者会嘲笑特斯拉自称不是三级梅赛德斯，认为梅赛德斯比特斯拉先行一步。实际上，特斯拉之所以自愿停留在二级，主要是因为这个原因。目前，梅赛德斯表示他们在2024年推出新的驾驶助手系统时，已经掌握了在事故发生或者超速罚单出现时，谁应该负责的法律规定。

But the problem is not all of the legal experts are in agreement. And to make matters more complicated, legal experts are saying the answer may vary depending on the state. So apparently, when Mercedes rolls this feature out in certain states, if the car gets a ticket, it might not go to the driver, it might go to Mercedes the company. If of course, drive pilot was in operation. So yeah, Mercedes might be the first company to roll out level three autonomy, meaning the human is not in control when the system is operating. But at the same time, Mercedes has been very tight-lipped about what the driver can actually do when drive pilot is engaged. Can they read a book, watch TV, how long can they have their hands off the wheel? Are they supposed to still be paying attention? They've just, as you can see, declined to say. But a company spokesperson said a more detailed tech update that clarifies those ambiguities may be forthcoming closer to the launch of drive pilot.

但问题是，并非所有法律专家都能达成一致意见。更复杂的是，法律专家表示，这个答案可能会因州而异。所以，显然，当梅赛德斯在某些州推出这个功能时，如果车辆被罚款，可能不会罚给驾驶员，而是罚给梅赛德斯公司。当然，前提是驾驶员辅助系统正在运行。所以是的，梅赛德斯可能成为第一家推出三级自动驾驶技术的公司，意味着在该系统运行时，人类不再控制车辆。但同时，梅赛德斯对于驾驶员在使用驾驶员辅助系统时实际能做什么非常保密。他们能读书、看电视吗？他们能将双手离开方向盘多久？他们是否仍需要保持注意力？正如你所见，他们拒绝透露这些信息。但一位公司发言人表示，在驾驶员辅助系统推出前，可能会有更详细的技术更新，澄清这些模糊点。

The Spanish government is set to boost electric vehicle sales. They just approved a deduction of 15% of income tax for the purchase of EVs. This will apply until the end of December 2025. The maximum deduction that can be claimed is 20,000 euros or about 21.7 thousand US dollars, not bad. So for the few of you in Spain, you may want to have a further look.

西班牙政府计划推动电动车销售。他们刚刚批准了购买电动车可减免15%收入税的措施。这项政策将一直有效至2025年12月底。可申请的最高减免金额为20,000欧元，约合21,700美元，相当不错。因此，如果你是在西班牙的少数人之一，你可能需要进一步了解一下。

I thought this one was funny. We have Reuters reporting that VW is currently in discussions with Tesla about adopting NACs, but they said they're talking about optimizing it for its customers. As if the supercharging network needs optimizing at all and Volkswagen is going to be the company to give those optimizations to Tesla. Either way, the VW group is currently evaluating adopting the NACs, so my guess would be it's just a matter of days. At the same time, VW has just replaced the Audi Chief Executive. Gareno Dolener will be the new CEO and he'll start on September 1st, this all to push forward electrification. Audi plans to bring 10 new electric models to its lineup ahead of plans to produce only EVs starting in 2026. It's really right around the corner. Dolener spent a few years as a top level manager at Porsche and he was the head of Porsche's four-door Panamera Sedan series that he helped develop. Most excitingly, though, one of his main tasks once he starts is pushing ahead talks on opening a factory in North America.

我觉得这个挺有趣的。路透社报道大众正在与特斯拉进行讨论，探讨采用NAC（网络档案中心）的事情，但他们说他们正在为其客户进行优化。仿佛超级充电网络根本不需要优化，而大众将会是提供这些优化给特斯拉的公司一样。无论如何，大众集团正在评估采用NAC，所以我猜只是迟早的事。与此同时，大众刚刚更换了奥迪首席执行官。加雷诺·多伦纳将成为新的CEO，并将于9月1日上任，所有这一切都是为了推动电动化进程。奥迪计划在2026年开始仅生产电动汽车之前，在其产品线中推出10款新的电动车型。真的近在眼前。多伦纳在保时捷担任高级经理多年，并且是他参与开发的保时捷四门Panamera轿车系列的负责人。最令人兴奋的是，他上任后的主要任务之一是推进在北美开设工厂的谈判。

Just in case you or somebody you know owns an Ionic 5 or 6, right now there's a $2,500 loyalty discount that can be paired with the $7,500 lease incentive. So you could get up to $10,000 off a new Hyundai. There are some other details and incentives but in case this is you, it'll be linked below. Electrek reporting the first sellable Chevy Blazer is rolling off the production line in Mexico. Sales of this vehicle are supposed to start this summer and the entry price is about $45,000. So this should compete directly with the Model Y. Now the question becomes how many can GM make and how fast? And the range figures for the Blazer from the website we're looking at 247 up to 320 miles. I've said before how important I think this vehicle is to Chevy NGM and honestly I think a lot of people will like it so hopefully they can produce it.

正好万一你或你认识的人拥有Ionic 5或6，现在有一个2,500美元的忠诚度折扣，可以与7,500美元的租赁激励相结合。所以你可以获得高达10,000美元的新现代汽车优惠。还有一些其他细节和激励，但如果符合条件，下方会有相关链接提供。Electrek报道称，首批可销售的雪佛兰Blazer正在墨西哥生产线上滚出车间。该车的销售预计将于今年夏季开始，售价约为45,000美元。因此，这将直接与Model Y竞争。现在的问题是，通用汽车可以生产多少辆，多快能生产出来？根据我们查看的网站，Blazer的续航里程为247至320英里。我之前已经说过我认为这辆车对雪佛兰和通用汽车非常重要，并且我认为很多人会喜欢它，希望他们能够生产出来。

You can find me on Twitter at Dylan Loomis22. Hope you guys have a wonderful day. Please like the video if you did and a huge thank you to all of my Patreon supporters. IS.

你可以在Twitter上找到我，用户名是Dylan Loomis22。希望各位有一个美好的一天。如果你们喜欢这个视频，就给它点个赞，同时也非常感谢所有支持我的Patreon粉丝们。