Welcome to Electrified, it's your host Dylan Loomis. So if you missed it late last week, that whole Tesla being accused of evading the law in their new deal with the Mohigian Sun in Connecticut to skirt the direct sales ban. Well, I have to show you a comment from Hoffman Auto Group. The co-chair of this Hoffman Auto Group that runs multiple dealerships said our issue is with Tesla, not Mohigian Sun, and then frankly evading the law, that's in Connecticut right now, but it's concerned the Tesla consumer won't have dealerships support. What a classy guy he is, worried about the Tesla consumer.
The official documentation, eligibility, and an FAQ on the FSD transfer for Q3 will be posted below. One question though I see online a lot. If I sell my new vehicle, will the FSD capability stay with it? The answer is yes. Once you transfer your FSD capability, it will stay with the new vehicle. If you then sell the new vehicle, the FSD will stay with that vehicle and be available to the new vehicle owner. One other important note to receive the FSD transfer, you must take delivery of the new vehicle by September 30th.
Just to continue that, we're early thread, a couple from California was traveling through a small city in Montana. They ended up charging their car from this outlet on this pole, and it made front page local news, and they called this an unidentified electric vehicle. It was suggested the Tesla was the first EV to charge in EkaLaka.
Here we have some pictures of Tesla's rather unique closed circuit television monitoring system at Giga Berlin. And yes, this camera that you see right here is actually on the vehicle, it's not part of the fence. Closed circuit television is when the signals are not publicly distributed, but they're just monitored and it's usually for security reasons. There you have it, part of Tesla's security system at Giga Berlin, which of course is mobile, they can move it around, use Sentry Mode, maybe view some live streams to check on what's going on in the area.
We also got a few images in the last 24 hours of some Model X vehicles with the new matrix LED headlights installed. All of these images were from two different Tesla stores in California. We're still not sure exactly what type of capability to expect from these matrix LED lights. Certain features may be coming in the future, but wanted to pass along these photos. We've known these matrix-style headlights have been coming now for a while, but there's still some questions on what vehicles and where. So it's not solved yet, but it's good to see those pictures and hopefully a software update comes in the weeks ahead to unlock more of the functionality of these new headlights.
We have this Twitter account that I personally cannot vouch for, I've never seen it before, saying that the registration process will be completed soon for the Model 3 project island and the Model Y redesign code named Juniper that we're supposed to actually see in 2024. And she added at least for the Model 3, it's expected to be open for sales soon. So here is the actual source. You can see the Model 3 and the Model Y listed over here. You can also see dates of what I would presume are July, 2023, I'm not going to dive into any of the range or specs because I would just say we need to wait for an official announcement from Tesla. The Model 3 going through the government procedures makes a ton of sense. Everything that we've seen really does point to initial production of project island maybe toward the end of Q3 again in China first. The real question is Model Y project Juniper that we're not supposed to see until next year. Maybe it was just easier for Tesla to go through the Model 3 in the Model Y procedures at the same time but that's just pure speculation on my part. Honestly though, I have my doubts on if this is really what's going on because clicking through the website that admittedly was not working very well on my end, doing some digging through the actual source. If you look at the profile ID, there are also years listed and you'll see 2022, 2021. So I'm not sure these are new vehicles going through any registration process. All that to say, wanted to pass it along in case there is something happening here but I just cannot say for sure. But even without this news item, I'm still expecting highlands sometime toward the end of Q3.
For what it's worth, that same source shared this document that I went ahead and translated to English. That says, late auto learned that Tesla is working on FSD and preparing for the landing in China and related people are currently being recruited in China, testing and verification personnel. The source believes that if Tesla FSD wants to be in China, it needs to form an R&D team of several hundred people and then work with Chinese cars. As always, be extra cautious with these translations. There's oftentimes much lost in translation. Specifically, I'm guessing with this last line. Either way though, this does seem like at least one more breadcrumb that Tesla is working on things behind the scenes to get FSD up and running in China. Shout out to Colin W for the photo. Possibly shows us a camera on the upcoming project island on the front bumper like we've seen with the Cybertruck. So make of this little circle sticking out whatever you will.
When it comes to wellness, don't overcomplicate it. Just find an activity that gets you moving, break a sweat, get a bit of sun and hopefully laugh. And that whole, you are what you eat saying. Experientially, I've certainly found truth in that, which is why Ashley and I are still enjoying 81 years later. I still get a lot of questions. So here are some answers. Age one is gluten and dairy free. It's in the clear for those following paleo, vegan, or keto plans with less than one gram of naturally occurring sugar per serving. Not only does it have 75 vitamins, minerals, and whole food sourced ingredients, but it increases my intake of antioxidants as well. I've looked around and I think it's tough to find a more comprehensive supplement on the market. I have recommended it to family and friends and if you're after productivity and sustained energy throughout the day, Age one may be able to help you drink less coffee, but stay energized. Even if you're not big into physical fitness, Age one can help to support mental clarity and healthy hormone production, along with many other benefits. Checking out Age one is a great way to support the channel, but more importantly, your own wellness. You can head to drinkagone.com slash electrified to get five travel packs and a one year supply of vitamin D3K two, four free, linked below. Enjoy.
I want this to be a very informative video comparing BYD and Tesla battery packs, but strap in, get ready, and focus up because you need to stay alert. And this gentleman's delivery is so much better than mine, so you just need to hear it from him.
And so I hope that you guys enjoyed this video. I hope that you enjoyed YouTube for the first time. We have Perth now, an Australian publication reporting on the greenest electric vehicles in the country, and Tesla, Volvo and Polestar have earned top marks as the most environmentally friendly EVs on sale in Australia. Sadly, we don't get much detail from this report, but 22 EVs were ranked based on their lifetime carbon emissions, the use of technology to reduce their environmental impact and the cost and the automakers' environmental policies. The Model 3 took the number one spot, scoring 73 out of 100. The Model Y was in second, with 68 points taking the two leading positions. Notably, the major Chinese challengers GWM, BYD and MG fell outside of the top 10 rankings. All they said, those Chinese companies scored lower for their environmental policies, including the absence of a decarbonization target or a life cycle analysis.
BYD absolutely moving a ton of product right now, but I'm very curious to see what the narratives are in 5-10 years. I'm mostly interested in the ultimate reliability. Rob talked about some of the upcoming emission standard changes that may be coming soon on Friday, but I think the backstory is even more interesting. GM estimated the auto industry as a whole could face 100-300 billion dollars in total penalties from 2027-2031, depending on this pending revision of the petroleum equivalent fuel economy standards for EVs. But in response to that, NHTSA who oversees the CAFE regulations said GM's estimate is pure speculation and inaccurate. So maybe kind of like their due diligence on nickel motors.
The Malaysian Prime Minister just said Tesla's decision to set up shop in Malaysia was at least in part due to the political stability brought about by the unity government, saying that Elon actually reached out to them for a meeting once they had achieved that political stability, whereas before they were reaching out to him and apparently he wasn't responding. If for some reason it wasn't already, add political stability to your Gigafactory checklist when it comes to what Tesla is considering.
I can't play the audio for copyright reasons, but I did want to show you a quick clip from Tesla Club Austria where they have some Tesla's lined up playing a light show, of course, showcasing the design of the Cybertruck. So that's pretty cool, the full link to the video will be linked below.
And look, you might think this type of thing is silly or goofy, but at the end of the day when you talk about community and things that make Tesla unique, this is definitely one of them. I'm assuming most of you that watch my videos have already seen this one from Kyle and out of spec, but if not, just wanted to play a quick clip full video of course below.
看吧,你可能会觉得这种事情很傻或愚蠢,但说到社区和那些使特斯拉独特的事情时,这绝对是其中之一。我假设大多数观看我的视频的人已经看过Kyle和out of spec拍摄的这个视频了,但如果还没有看过,我只是想播放一个快速的片段,完整的视频当然在下面。
I believe personally that this is a custom adaptation of the mega charger, but let's just talk about this dispenser. I'm six foot one. Wow. Now granted, that's on a post. So here, now I'm standing on the post. It's still taller than me if I stand up next to this thing. So this is just epic, huge. Now this is not to charge version four charging. This is for the Tesla semi and yesterday they were charging the semi here. I can't believe we missed it.
So now let's talk about the cable because this is what confirmed they're using to charge the Tesla semi. The handle itself really nice immersion cooled cable is what it feels like to me. This is basically MCS version two, you know, the megawatt charging standard, the big triangle thing. That's MCS version three. And the semi wasn't done before MCS three came out. So Tesla pretty much used and adapted a previous version of megawatt charging standard developed in partnership with Charon actually.
And this is what it looks like. So you have your big DC couplings, your communications on the pins down here, pretty freaking epic juicy contactors in there. It even has the little button right here to open up the charge port, which is pretty cool. And it's just for the amount of power that they're expecting this thing to do. And this immersion cooling tech that we know version four will have. It's just so light, so nimble, easy to move around. I mean just next level. This is, you know, a cable that once megatruck megatruck, semi truck comes out can do probably around a megawatt worth of power. This cable probably can handle it would be lighter than a 360 kilowatt EA. You know, Hebrew Schooner cable over there. Pretty crazy, isn't it? Yeah, that's wild.
As we talked about last week, this is not a permanent setup. It's still sitting on the palate. There's tape marks all over it. So definitely for testing, but still cool to see.
Over the past few years, we've seen Ford benchmarking the model three, the model S and the model Y. But the model X was not on that list fast forward to this weekend. And now it is for doesn't have any vehicles that are directly competing with us now or anything really that we've heard. But we'll see what happens in the years ahead.
There's a new report out there from July, the state of electric vehicles from the electric vehicle council, this specifically for Australia just wanted to highlight so far in 2023, 8.4% of all new car sold have been EVs. That's more than a 120% increase compared to all of 2022. And they add it's important to note the vast majority of EV sales are made up of only three models, the model Y, the model three, and the BYD add oh three representing over 68% of the EV market. And it's not like those are the only cars available. There are 91 electric cars, vans and mute models available in Australia. Importantly they add, although Australia has a lot of work to do to catch up with leading EV countries, every state, territory and the federal government is now actively supporting the uptake of zero emission technology. 46.6,000 EVs sold a year to date through June in Australia. And here you see the breakdown of the top five. Honestly though, this was a great report overall. So it'll be linked below.
7月有一份来自电动汽车委员会的最新报告,这主要针对澳大利亚,想要强调的是到目前为止,在2023年已经销售的汽车中,有8.4%是电动汽车。与整个2022年相比,这增加了超过120%。他们补充说需要注意的是,绝大多数电动汽车销售仅由三款型号组成,分别是Model Y,Model 3和BYD AD UP,它们占据了电动汽车市场的68%以上。并不是说这些是唯一可用的车型。在澳大利亚有91款电动汽车、货车和混合动力车型。重要的是,他们补充道,尽管澳大利亚在迎头赶上领先的电动汽车国家还有很多工作要做,但每个州、地区和联邦政府都正在积极支持零排放技术的推广。截至6月底,今年澳大利亚共售出了46.6万辆电动汽车。以下是前五名的销售分布情况。总而言之,这是一份很好的报告,下方链接可供查阅。
Today, Toyota said they're looking to strengthen their EV development in China. They'll be working with suppliers on local design and development of smart cockpits. Toyota is aiming to significantly reduce manufacturing costs, including through developing a local supplier base. This coming just after BMW announced product development in China with a new R&D hub in Shanghai to develop EVs for global sales.
This is part of why I really enjoy covering the daily news because over time, you get to see all of these different breadcrumbs and you can start piecing them together to see the overall bigger trends. Like pretty much all of legacy auto now running to the Chinese market and looking to partner up in due joint ventures with those companies because they're succeeding and well, everyone else is seemingly struggling, not named Tesla.
So we have the rest of the world looking to capitalize on the Chinese market and now we have China looking to capitalize on what's going on in the United States. Sure, so we have at least five different Chinese companies that announced a big investment in South Korea. They're saying they're going to build a big battery plant, jointly with South Korean companies. And the reason is, as you say, that the Biden administration is pushing car makers to reduce their reliance on Chinese minerals and then they made the Chinese company think that, yeah, then maybe we can build the plants in South Korea and then get the label of the media in Korea. And they are doing this just because South Korea is one of the few countries in Asia that signed a free trade agreement with the United States, which is the critical condition for car makers to get a subsidy from the Biden administration.
The point is that China is now dominating all kinds of supply chains for EVs. And I'm not talking about just the batteries. It's not easy to exclude China from the EV supply chain for now. And the US is if you as really wants to do that, they might need to slow down their ambitions for going green.
Mercedes is going to keep raising prices in order to weather significantly higher cost this year and said we still have cost increases to digest. On the inventory buildup, Mercedes said it was a result of their rollout of their direct sales model approach and a ramp up in production with new models coming to the market. They noted their supply chain was noticeably improved, which was a stark contrast to what we heard from Porsche last week.
Deema shared a new video of the cyber truck and this time we do actually see something new just check out the wheels. Not really sure if this is going to be an option or it's just for testing. I'm not entirely sure what I'm actually looking at, but wanted to pass it along. Maybe one of you guys will know what we're seeing here.
Uber Japan just announced plans to add 100 model wise to its fleet to be deployed by the end of next year as Uber premium exclusive vehicles. Tesla is coming to Providence, Rhode Island set to open one of the largest Tesla hubs in southern New England should open early next year. GM said today it started shipping the Chevy Blazer EV from the plant in Mexico to dealers for availability later this year. Important to note, the initial vehicles available will start around $60,000, but if you go to their website you'll see the 1 in 2 LT variants that will start from 44.9 and 47.5. The former though not available until winter of next year, but the 2 LT should be available this summer. But the trim to watch for the next year is going to be the 2 LT. It's about $200 cheaper than the Model Y. This gets 293 miles on a full charge whereas the entry model Model Y currently gets 279 miles. The Chevy Blazer 2 LT will be the closest comparison when it comes to the main 2 specs, price and range. GM has a lot riding on this vehicle, it's on the Altium platform and it's what Wall Street is watching to see if they can finally start delivering in volume because about 90% of their EV sales year to date have been on the non-altium platform, essentially the Chevy Bolt.
Toyota filed trademark applications with the European Union IP Office for a Lexus TZ450E NATZ 550E. MKBHD did an awesome video on Tesla's solar roof, it'll be linked below if you missed it. He did talk about his payback period which was about 9 years but it's going to be super different for everybody. Most importantly, after 2 days it's already gotten over 4.2 million views. Overall the video was certainly positive in favor of Tesla. And the reality is millions of people look up to MKBHD as an idol of sorts so you know they're going to want a Tesla solar roof at some point in the future. Big question, when can they afford it?
Tesla Mag is reporting that Wifirion, that company that people thought Tesla had purchased, was actually purchased as now the name had been changed to Tesla engineering. Honestly though, just based on this reporting, I personally wouldn't say it's officially official but it's pretty likely at this point.
ExxonMobil is now in talks with Tesla Ford and VW, among others, to supply them with lithium but the talks are in early stages. Don't forget, check out AG1 linked below, you can find me on twitter at DylanLumus22. 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.