Ford Gives Up Aiming for Model Y / GM's CTO Debacle / New Lucid Air vs. Model S ⚡️
发布时间 2023-10-05 22:55:29 来源
Welcome to Electrified, it's your host Dylan Loomis, quick shoutout to my newest patrons, Kyle C and Harold B. Thank you for choosing to support the channel.
欢迎来到《电流冲击》，我是你的主持人迪伦·卢米斯，快速向我的最新赞助者凯尔C和哈罗德B致意。感谢你选择支持这个频道。
There will be no video from me tomorrow on Friday. I am in one of my best friends' weddings and we have festivities starting early tomorrow.
明天星期五，我不会发布任何视频。因为我要参加我最好的朋友之一的婚礼，而且明天我们还有早期的庆祝活动。
Also, to everyone that took a moment yesterday to share some feedback about rear wheel drive Teslas in the snow, just wanted to say thank you, I really appreciate it.
还有，对于昨天花时间提供关于特斯拉后驱车在雪地中的反馈的所有人，我想说声谢谢，我非常感激。
And this rarely happens, but it does happen. Sometimes there's really exciting news that happens after I've already edited and exported my video. So when that happens, sometimes I will put some news in the pinned comment. I just wanted to let everybody, especially those of you that watch on the TV know, if you see something in the title and don't see it in the video, check the pinned comment. I don't love doing it, but when the news is this good, albeit unconfirmed, sometimes you just have to make a play.
这种情况极少发生，但确实会发生。有时在我编辑和导出视频之后，会有非常令人兴奋的新闻发生。所以，当这种情况发生时，有时我会在置顶评论中放一些新闻。我只是想让大家，尤其是那些在电视上观看的人知道，如果你在标题中看到了某个内容，但在视频中没有看到它，可以查看置顶评论。我并不喜欢这样做，但当这个新闻如此重要时，尽管还没有确认，有时你只能采取行动。
One last thing, a few of you shared some counterpoints on the copper bit from yesterday, and thank you for those of you that did. A few points to add to the conversation, Tesla moving from 12 to 48 volt architecture will only reduce copper in the wiring of that system. So it's not necessarily going to remove any copper from the other components of the car, like the motors, batteries, inverters, etc.
最后一件事，昨天一些人对铜件提出了一些反对意见，非常感谢那些提出意见的人。还有一些要补充的事情是，特斯拉从12伏特架构转变到48伏特架构只会减少系统的布线中的铜用量。所以这并不一定会从汽车的其他组件中，比如电动机、电池、逆变器等移除铜。
As HEC pointed out, to know the exact savings here for Tesla, we would need to know the distribution of the copper use across all of those systems. So Elon's quote, we need only about 25% as much copper in the car as would be needed for a 12 volt battery should most likely be interpreted as 25% less copper only for the wiring of the low voltage system, not implying a reduction in copper use of Tesla's batteries and motors. The takeaway, perhaps the overall copper use is not dropped by 75%, but it will still be a significant reduction nonetheless, leading to billions in savings.
正如高等商学院所指出的，要想了解特斯拉在这方面的确切节省，我们需要了解所有系统中铜的使用情况分布。因此，埃隆的话我们只需要车里相当于12伏电池所需铜量的25％，最有可能被解释为仅仅意味着低压系统的导线减少了25％的铜使用量，并不意味着特斯拉电池和电动机中铜的使用量减少。结论是，整体的铜使用量可能并没有减少75％，但仍然会有显著的减少，从而节省数十亿美元。
Interesting anecdote from Gary Black, he talked to his Tesla sales contact in Chicago this morning, Model Y rear wheel drive orders are huge, most buyers don't care about the 0-60 of 6.6 seconds, the big questions are about range, how long it takes to charge, the cost of that charging, and then maintenance costs. He said he gets almost no questions about autonomy, which really is not that surprising. In my experience, the people that know about it are pretty plugged into the community and then everybody else is still out to lunch.
来自加里·布莱克的有趣轶事：今天早上他与芝加哥的特斯拉销售联系人交谈时得知，Model Y后驱车型订单非常庞大。大多数买家对6.6秒的0-60速度并不太在意，而是更关注续航里程、充电时间、充电成本以及维护费用等重要问题。他说几乎没有人问及自动驾驶，这并不令人惊讶。在我看来，了解这方面信息的人对特斯拉社区相对熟悉，而其他大多数人则还没有跟上节奏。
I wanted to mention this because I've seen some people saying that this is going to destroy margins for the Model Y, and while it certainly may have a negative impact, we have to remember there are a lot of things at play, but I do think this will open up the market to new people that were actually priced out before. So yes, maybe a small percentage of buyers that were considering a long range or performance Model Y may jump down, but I think more so it'll be a case of this opens it up to a lower segment of the market. Meaning an entirely new segment of buyers that weren't even considering a Model Y before that now may be reaching up because this is within their possibilities.
我想提及这一点，因为我看到一些人说这将会破坏Model Y的利润率，虽然它确实可能会产生负面影响，但我们必须记住有很多因素在起作用，但我确实认为这将开放市场给一些之前无法负担得起的新用户。所以是的，也许一小部分原本考虑购买长续航或高性能Model Y的买家会放弃，但我认为更多的情况是这将开辟一个更低价格范围的市场。意味着一整个新的买家群体，他们之前根本不考虑购买Model Y，现在却可能因为这个价格而加入进来。
Just keep in mind when it comes to the margins, we really don't know what they would be on this vehicle. We don't know what type of battery pack they're using, we don't know what motors they're using, and that list goes on and on.
就利润来说，我们真的不知道这辆车的边际是多少，要记住这一点。我们不知道他们使用的是什么类型的电池组，也不知道他们使用的是什么电机，等等一系列问题我们都不知道。
And while that Cybertruck news from yesterday is still unconfirmed, what's not unconfirmed is that Tesla was doing some professional shooting of the Cybertruck at Starbase, presumably for the launch event. The chatter right now is it may not be until November. What's that they say though, the best things in life are worth waiting for. Relax I'm not saying a car is the best thing in life, it was somewhat tongue-in-cheek.
尽管昨天关于Cybertruck的新闻尚未得到证实，但尚未得到证实的事情是特斯拉确实在Starbase进行了一些Cybertruck的专业拍摄，据推测是为了发布活动。目前的传闻是可能要等到11月份才会发布。但正如人们常说的，生活中最好的事情值得等待。放松一下，我并不是说一辆汽车是生活中最好的事情，这只是有点开玩笑的说法。
From Reuters, Tesla is now making some requests of the Mexican government ahead of factory construction in Nuevo León. Tesla has asked for infrastructure to be built on site, and Tesla and Nuevo León's government are in the early stages of detailing investments and infrastructure needed. Tesla has requested the state build an electric energy substation as well as electric lines to where it will build the plant. The state said given the growth that is expected from this factory, they'll also need to invest in roads, schools, health centers, and basic services. Tesla also plans to build a railway yard to be operated by a third party, and railroad tracks to its properties. Tesla shifting gears to starting the next-gen production and design in Gigatexas rather than here seems so wise now because it really seems like Nuevo León is starting from complete scratch.
据路透社报道，特斯拉目前向墨西哥政府提出了一些建厂前的请求。特斯拉要求在工厂现场建设基础设施，特斯拉和新莱昂州政府正在初步详细规划所需的投资和基础设施。特斯拉要求该州建设一个电能变压器站以及连接工厂的电力线路。该州表示，考虑到此工厂预计的增长，他们还需要投资于道路、学校、卫生中心和基础服务设施。特斯拉还计划建设一个由第三方运营的铁路场，并为其用地建设铁路轨道。特斯拉决定将下一代生产和设计工作转移到Gigatexas比在这里进行似乎非常明智，因为新莱昂州似乎是从零开始建设。
From Bloomberg or Domburg as SMR may say, this was actually a super positive article on Tesla. We already know most of this, I did want to highlight though, after 18 months of F-150 lightning beginning sales, it only amounts to 3% of traditional F-series sales. Given the fact that GM has only sold 18 of their Silverado truck and the Ram 1500 EV truck is still probably a year away, this leaves the pickup EV market wide open right ahead of the Cybertruck launch.
来自彭博社或多伯格（可能是SMR），这篇文章实际上是对特斯拉非常正面的报道。我们已经知道其中大部分内容，但我想强调的是，在F-150闪电车开售18个月后，其销量只占传统F系列车销量的3%。考虑到通用汽车公司仅销售了18辆Silverado卡车，而Ram 1500 EV卡车可能还需要一年的时间，这给了塞博卡车上市前的电动皮卡市场一个广阔的机会。
This is such a beautiful chart looking at Tesla's cumulative market share going back to 2012. Starting around 2019 though, it has essentially held steady at 60%, when for the last 5-10 years we've heard nothing but this number was supposed to be plummeting down as all of the competition comes to the market. And yes, eventually hopefully this number does come down, that would just mean that there are more EVs available to the consumer. But the fact that Tesla has kept over 60% of the US EV market share for this long tells you everything you need to know.
这是一张非常漂亮的图，展示了特斯拉自2012年以来的累计市场份额。然而，自2019年开始，它基本上稳定在60％左右，而在过去的5-10年中，我们一直听到这个数字应该随着竞争对手进入市场而急剧下降。虽然希望最终这个数字会下降，这意味着消费者有更多的电动车可供选择。但特斯拉长期保持60％以上的美国电动车市场份额的事实告诉你一切。
Bank of America analysts estimated in June that Tesla's share of the US EV market will drop to 18% by 2026. We'll see. The prediction tracker gets another entry.
美国银行分析师估计，特斯拉在2026年美国电动汽车市场的份额将下降至18%。我们拭目以待。这一预测结果又被记录下来了。
I won't lie, I was a bit disappointed with some of this news. We got some new images of the Model Y slight refresh from China. Under the covers you have a darker wheel. But if you take a closer look at the interior, specifically the ambient lighting, you'll note that it's only on the dash it does not wrap around the doors. Here's a very brief video showing what I was talking about, it's only on the dash straight across nothing on the doors. Maybe it's just me, but personally, definitely don't love this, this does make it feel a little cheaper in my opinion. I'm a sucker for interior ambiance, so maybe it's just me, but let me know what you think.
说实话，对于这些消息中的一些我有点失望。我们从中国得到了一些Model Y微小改款的新图像。在覆盖物下，你会发现轮胎颜色更深了。但是如果你仔细看内饰，特别是环境照明，你会注意到它只在仪表盘上，而不包围整个车门。这是一个非常简短的视频，展示了我刚才说的，它只在仪表盘上直接横跨，车门上没有任何照明。也许只有我觉得如此，但就个人而言，我真的不喜欢这个，我认为这使得它在我看来感觉便宜了一点。我对内部环境很着迷，所以也许只是我个人的感受，但请告诉我你的想法。
Last week we already debunked that FUD article about Gigabrelin having a very high number of accidents and serious ones at that at the factory. But just in case you don't yet trust me, we have the Brandenburg authorities confirming there is no unusual amount of accidents at Gigabrelin. The Health Minister chimed in saying there's no company or major construction site in all of Brandenburg that's been inspected more intensively and more frequently than Gigabrelin. She said we treat Gigabrelin just like every other company. A department head said during the construction phase the Tesla plant was inspected weekly and in the meantime inspections take place every two weeks. There are ad hoc inspections every 6-8 weeks without notice. In 2021 there were a total of 48 inspections at Tesla, 40 last year and 19 so far this year. With other car manufacturers there is no conspicuous accumulation of occupational accidents at Tesla.
上周，我们已经揭穿了那篇关于吉加布瑞林工厂事故数量非常高且严重的虚假报道。但为了让你更加相信我，勃兰登堡州当局证实了吉加布瑞林没有异常的事故数量。卫生部长也表示，在勃兰登堡州没有哪家公司或建筑工地比吉加布瑞林接受过更加密集和频繁的检查。她说，我们对待吉加布瑞林就像对待其他任何公司一样。一个部门负责人表示，在建设阶段，特斯拉工厂每周都接受检查，同时每两周也会进行一次检查。每六到八周还会进行一次事前通知的临时检查。在2021年，特斯拉共接受了48次检查，去年接受了40次，今年到目前为止已经接受了19次。与其他汽车制造商相比，特斯拉没有明显的职业事故集中发生。
If you've been keeping up with electrified videos you would have known this was mostly debunked last week.
如果你一直关注着电子化视频，你可能已经知道这个观点在上周已被大部分证实为虚假。
Speaking of last week you may recall the video on Friday we saw this reddit post of Hyundai's and Kia's at a super charging location. Well one week later, now it's official, Hyundai is adopting the Nax. In the US all new or refreshed Hyundai EVs will come exclusively with the Nax port, starting Q4 2024, Canada will follow in the first half of 2025. Again, they shared that 12,000 number that they'll have access to, leading out a significant portion of Tesla's super charging network in North America. Confusingly, they said this will fully support the ultra-fast charging speeds on Hyundai's E-GMP platform. More on that shortly.
说到上周，你可能还记得我们在周五看到的那个有关现代和起亚在一个超级充电站的Reddit帖子的视频。现在，一周过去了，这已经正式确定，现代将采用Nax接口。在美国，所有新款或经过翻新的现代电动车将独家配备Nax接口，从2024年第四季度开始，加拿大将在2025年上半年跟进。同样，他们还提到了他们将获得访问的12,000个充电站数量，相当大一部分超过了特斯拉在北美的超级充电网络数量。令人困惑的是，他们还表示这将完全支持现代E-GMP平台上的超快充电速度。稍后会有更多相关信息。
Owners of existing and future Hyundai EVs with the current CCS will have access to the network starting Q1 2025, Hyundai will offer an adapter to these customers. Hyundai will also make adapters available to charge Nax equipped vehicles at CCS locations. Hyundai is one of those six automakers that joined together to build out their own nationwide charging network that's supposed to have 30,000 chargers, the first of which are set to open summer 2024 and Canada at a later stage. Only Hyundai does not have any Photoshop experts on their marketing team because as Drive Tesla pointed out, they actually used black tape and left it for their promotional photoshoot.
现有和未来的现代电动车车主可以在2025年第一季度开始访问该网络，并且现代公司将向这些客户提供适配器。现代公司还将提供适配器，以便在CCS位置为装有Nax的车辆充电。现代是六家汽车制造商中的一家，他们联合建立了自己的全国充电网络，该网络预计拥有30,000个充电桩，首批充电桩计划于2024年夏季在加拿大开放，并在后期的阶段建设。只有现代公司的营销团队中没有任何Photoshop专家，因为正如Drive Tesla所指出的，他们实际上使用黑色胶带并将其留在促销拍摄中。
There are still plenty of questions on what types of speed these Hyundai Kia vehicles will be able to get on Tesla superchargers specifically on the V3 variants. That's because all of Tesla's V3 network is actually based on a 400 volt architecture. Now V4 is future proofed and that shouldn't be a problem, but because Hyundai and Kia use an 800 volt architecture, they may only be able to get charging speeds of around 100 kilowatts on Tesla's V3 stalls. So the way I understand this in order for those cars to use Tesla's V3 stalls, that 400 volts has to be stepped up to 800 volts. That means these Hyundai cars will use their drive inverter to convert it, but that inverter has a capacity limit of around 100 kilowatts. There have also been reports that that conversion isn't super reliable in the United States, maybe because Hyundai assumed that all high power chargers in the US would support 800 volts. Hopefully there's a software update Hyundai can implement so that their cars deal better with these 400 volt Tesla V3 chargers.
关于Hyundai Kia汽车在特斯拉超级充电站（尤其是V3版本）上能够达到何种速度，仍然存在很多疑问。这是因为特斯拉的V3充电网络实际上是基于400伏的架构。现在V4版本是具备未来性的，不应该成为问题，但由于Hyundai和Kia使用了800伏的架构，它们可能只能在特斯拉的V3充电桩上获得约100千瓦的充电速度。所以，我理解的是这些车辆要使用特斯拉的V3充电桩，那400伏的电压必须升高到800伏。这意味着这些Hyundai汽车将使用它们的驱动逆变器进行转换，但该逆变器的容量限制大约为100千瓦。还有报道称，在美国，这种转换并不是非常可靠，可能是因为Hyundai假设美国所有高功率充电器都支持800伏。希望Hyundai能够实施软件更新，使他们的汽车能更好地适应这些400伏的特斯拉V3充电器。
The only remaining Nax Domino's yet to fall, Volkswagen, Stellantis, Lucid, Toyota, BMW, Subaru and Mazda.
只剩下的还没倒下的纳克斯多米诺骨牌，分别是大众、Stellantis、Lucid、丰田、宝马、Subaru和马自达。
This past week I was reading a paper from the Journal of Preventive Medicine, you know, as one does, and I wanted to pass along some findings. Nutritional deficiency can lead to an increased risk of several diseases like cancer diabetes and heart disease. Micro nutrient deficiencies lead to intellectual impairment, poor growth, perinatal complications, anti-generative diseases. Preventing macro and micronutrient deficiency is crucial, and this could be achieved through supplementation and food-based approaches.
过去的一周里，我在读一份《预防医学杂志》上的一篇论文，就是像大家一样。我想分享一些发现。营养缺乏可能会增加患上多种疾病的风险，比如癌症、糖尿病和心脏病。微量营养素缺乏会导致智力障碍、生长不良、围产期并发症和抗衰老疾病。预防宏量和微量营养素缺乏至关重要，而这可以通过补充和食物为基础的方法来实现。
Now most times when I share AG1, the sponsor of this episode, at least one person chimes in saying how unhealthy it is. Always though with no explanation. Now yes, AG1 compared to Whole Foods, sourced well and uncorrupted, AG1 is inferior. But given that 99 out of 100 people don't come close to actually eating a perfectly balanced diet, myself included, I've found AG1 to be an awesome stopgap. And if you think Huberman and Lex Friedman are endorsing products out here willy-nilly, then I have a bridge to sell you. Even if you don't ever give AG1 a chance, I still hope I can encourage you to take care of your body if you've been struggling with it to date. And in the event you're interested in AG1, you can go get the freebies on the screen at drinkagone.com.
现在大多数时候，当我分享AG1这一集的赞助商时，至少有一个人会说它有多么不健康。虽然他们从来没有给出任何解释。是的，相比Whole Foods，AG1的素材和品质确实不如好，并且没有被扭曲，AG1确实不如好。但是考虑到99个人中有99个人都没有接近实际上吃到完全均衡的饮食，包括我自己在内，我发现AG1是一个绝佳的权宜之计。而且如果你认为Huberman和Lex Friedman在这里随意背书产品，那我可以卖给你一座桥。即使你从来没有给AG1一个机会，我仍然希望我能鼓励你去关注自己的身体，如果你一直与它战斗到现在。如果你对AG1感兴趣，你可以在drinkagone.com网站上获得免费样品。
In case you saw the news yesterday that some of the Tesla referral rewards were being removed, like Cybertruck and Model 3 Raffles, according to Sawyer, they're now back. It could have just been a bug from yesterday, so check your app if you're interested.
如果你昨天看到有关特斯拉推荐奖励被移除的消息，例如Cybertruck和Model 3抽奖，根据Sawyer的说法，它们现在又回来了。这可能只是昨天的一个错误，所以如果你感兴趣的话，请检查你的应用程序。
JoyTestLike is making the statement Tesla has unwound the quarterly delivery wave in Europe. In Q2, last year, 88% of deliveries happened in the third month of the quarter. This has now dropped to 39% in Q3 this year. I don't think we should ever expect a perfect 33-33-33% each month for the quarter, but Tesla's getting pretty close. This would be another easy talking point for any Tesla bull on CNBC when people bring up Tesla's excessive inventory numbers. Because yes, unwinding this wave means that there are more Tesla vehicles on ships at the end of each quarter. It's pretty funny, we started the Tesla year with some narratives that their demand in Europe was terrible. Well, fast forward to now, and from TroyTestLike, Europe is expected to be Tesla's fastest growing market when we're looking at 23 vs 2022. You can see the context for Tesla's registrations in Europe. It passed the number for all of 2022 back in August 2023.
JoyTestLike 表示特斯拉已经在欧洲解决了季度交付高峰的问题。去年第二季度，88%的交付都集中在季度的第三个月。而今年第三季度，这一比例已经降至39%。我认为我们不应该期望每个季度的交付量完美地分布在三个月中（即33-33-33%），但特斯拉已经非常接近了。对于特斯拉的看涨人士而言，这将是CNBC上谈论特斯拉过多库存问题时的又一个易于宣传的观点。因为是的，解决这一高峰意味着每个季度结束时都有更多的特斯拉车辆装船。有趣的是，我们在特斯拉年度开始时提到了他们在欧洲市场的需求糟糕的说法。现在快进到如今，根据TroyTestLike的说法，从2023年起，欧洲有望成为特斯拉最快增长的市场，与2022年相比。你可以看到特斯拉在欧洲的注册情况。它在2023年8月已经超过了2022年的注册数量。
Just a week or two ago, we had the information reporting that GM's new CTO was saying that he thought the company needed to make their own batteries, hire a team, do their own Tesla 4680 type of thing. My guess is that GM didn't really like that idea, and one month later, and now he quits. He's now leaving the job after one month according to an internal memo. His departure comes one week after that profile where he described a plan to aggressively expand the company's work in batteries, creating a dream team of battery scientists, and to manufacture batteries from the ground up. For now, a near-von Kumarth, the managing director for GM Ventures, will step in as their interim CTO. I won't speculate too much here, but I'd be pretty comfortable saying I don't think GM will be making its own batteries in-house any time soon.
就在一两周前，我们得到了一份报告，报道了通用汽车新任首席技术官表示，他认为公司需要制造自己的电池，雇佣一支团队，做自己的特斯拉4680型电池。我猜想通用汽车可能并不喜欢这个想法，一个月之后，他现在辞职了。根据一份内部备忘录，他在担任一月后即离职。他的离职发生在他描述公司计划积极扩展电池业务、组建梦幻团队的那篇报道一周之后，计划从头开始制造电池。目前，GM Ventures的董事总经理尼尔·库马思将暂时接替他担任临时首席技术官。我不想进行过多猜测，但我相当确定通用汽车短期内不会自己制造电池。
Just a quick blurb from Clean Energy Revolution, they were talking about the Machi and the Model Y in Australia, and when asked about the possibility of the Mustang Machi challenging the Model Y in terms of sales, a Ford spokesperson told reporters, that's not necessarily our target. Continuing, the fact that the Machi is Ford's first fully electric passenger vehicle is an achievement in itself. I don't know who this Ford spokesperson was, but it gives you the sense of how Ford is thinking they're kind of celebrating just having an EV for sale, compared to Tesla who has been sprinting to essentially dominate the entire market and transition the entire world to sustainable energy. Kind of a different perspective.
公司Clean Energy Revolution在讨论澳大利亚的Machi和Model Y时，有一个简短的报告。当被问及福特Mustang Machi是否有可能在销量上挑战Model Y时，福特的一位发言人告诉记者，那并不一定是我们的目标。此外，Machi作为福特的第一款全电动乘用车本身就是一个成就。我不知道这位福特发言人是谁，但从中可以感受到福特的思考方式，他们庆祝自己有一款电动车出售，相比之下，特斯拉一直在全力推动占领整个市场，过渡全世界到可持续能源。这是一种不同的观点。
Look, in fairness, it's really not fair to expect the Machi to compete with the Model Y as Ford is very new to electric vehicles. Like that though, I still thought this latter comment was pretty interesting insight.
看，在公平的角度来看，期望Machi车型与Model Y竞争并不公平，因为福特在电动汽车领域还非常新。但是不管怎样，我还是认为后面这个评论提供了一些有趣的见解。
GM itself is now saying that the UAW strike could be costing them $200 million in the third quarter. This based on lost vehicle production from two of the three GM assembly plants affected by the strike. Bear in mind, the strikes were only taking place for about two weeks in the third quarter. When GM builds a vehicle and ships it to a dealer, that's when GM records the revenue associated with the production of the vehicle. If you're new to the Tesla and EV story, this is a key distinction between how Tesla runs business and how most of Legacy Auto does. Legacy Auto can unload its manufactured vehicles to dealers and let them deal with actually selling them to end customers. So with the plants down, all the revenue and profit from those vehicles never happen, so that's how it figures the cost.
通用汽车公司现在表示，由于UAW罢工，第三季度可能会损失2亿美元。这是根据两家受罢工影响的三家通用汽车总装厂的车辆生产量损失所得出的。请记住，在第三季度内，罢工只发生了大约两个星期。当通用汽车制造一辆车并将其运送到经销商那里时，通用汽车记录与该车辆生产相关的收入。如果你对特斯拉和电动汽车的故事还不熟悉，这是特斯拉运营业务方式与大多数传统汽车公司之间的一个关键区别。传统汽车公司可以将其制造的车辆卸载给经销商，并让他们负责实际销售给最终客户。因此，由于工厂关闭，所有这些车辆的收入和利润都不会发生，这就是损失的计算方式。
Dan Ive said $200 million is digestible for GM, but if this lasts another two or three weeks it could be a backbreaker for the fourth quarter and delay 2024 EV production. If at any point the pickup trucks or the SUVs are targeted by the UAW and the chances of that get higher the longest this draws out, this could easily jump into the billions.
丹·艾弗表示，2亿美元对于通用汽车来说是可以承受的，但如果这种情况再持续两三个星期，将会对第四季度造成严重打击，并延迟2024年的电动车生产。如果通用汽车的皮卡车或SUV被美国汽车工人联合会（UAW）盯上，并且随着时间的推移，这种可能性越来越大，损失很可能会轻易达到数十亿美元。
We don't really get any details on this offer, but today GM has made a new counter offer to the UAW. The only update we get, a source familiar with the talk said there had been movement in a few key areas. Sean Fane is planning an update on the status of the talks with the Detroit 3 at 2pm Eastern on Friday.
我们并没有获得该报价的详细信息，但通用汽车公司今日向美国汽车工人联合会（UAW）提出了一份新的还价方案。我们获得到的唯一更新是，一位了解谈判情况的消息来源表示，在几个关键领域出现了一些进展。肖恩·范将计划在东部时间星期五下午2点更新底特律三巨头（通用、福特和菲亚特克莱斯勒）之间谈判的现状。
The word is the UAW and Ford have narrowed their differences on pay increases after a new offer from Ford amid really active talks.
消息称，美国汽车工人联合会（UAW）和福特汽车在激烈的谈判中，福特公司提出了一项新的报价，双方在薪资增加方面缩小了差距。
We also have around 30% of suppliers saying that they've had to lay off workers due to the strikes. This auto trade association which represents more than a thousand companies in the US surveyed its OEM suppliers. Then they said more than 60% expect to start layoffs by mid-October. They found that 70% of the automotive suppliers have concerns about their sub-supplier's ongoing financial viability.
我们还有大约30%的供应商表示由于罢工不得不裁员。这个代表美国一千多家公司的汽车行业贸易协会对其原始设备制造商供应商进行了调查。然后他们表示，超过60%的供应商预计将在十月中旬开始裁员。他们发现，70%的汽车供应商对其次级供应商的持续财务可持续性存在担忧。
Polestar delivered 13,900 vehicles in Q3 up 50% compared to last year with sales of the higher priced upgraded Polestar 2 contributing to a strong margin improvement. They now have around 41,700 deliveries in the first 9 months of the year up 37% compared to last year. They did reconfirm their guidance of between 60-70,000 vehicles this year. Ingenloff said we've delivered a strong quarter and expect higher margins for the rest of the year as we continue to prioritize value over volume in our business. That all sounds good however if you go back to quarter 2 you will see that they actually delivered more vehicles 15.7 thousand to be exact. So Q3 was down slightly over Q2.
Polestar在第三季度交付了13,900辆汽车，与去年相比增长了50%，其中高价升级版Polestar 2的销售为强劲的利润改善做出了贡献。今年前9个月他们已经交付了大约41,700辆车，相比去年增长了37%。他们确认了今年汽车销量在60,000到70,000辆之间的指导预期。Ingenloff表示我们交付了一个强劲的季度，并且期望在今年剩余时间里获得更高的利润，因为我们继续将价值放在业务的首要地位而非数量。这听起来很不错，然而，如果回顾第二季度，你会发现他们实际上交付了更多的车辆，确切地说是15.7万辆。所以，第三季度相对于第二季度有轻微下滑。
Previously we heard that Cadillac may re-enter the European market but only with electric vehicles. That time has come. They'll be starting with the Cadillac Lyrit. Deliveries of this vehicle will start over there in the first half of 2024. Over the next two years they plan to bring this model to Sweden, France and three other European countries. This model will have 329 miles of range and costs just shy of 90,000 US dollars. GM will sell these EVs direct to European consumers via websites and flagship stores but they'll be made in Spring Hill, Tennessee in the United States. GM does plan to offer a complete range of fully electric models in Europe by the end of the decade.
此前我们听说Cadillac可能会再次进入欧洲市场，但只推出电动车。这个时机已经到来。他们将从Cadillac Lyrit开始。该车型将于2024年上半年在欧洲上市。在接下来的两年里，他们计划将这款车型引入瑞典、法国和其他三个欧洲国家。该车型的续航里程为329英里，售价略低于90,000美元。GM将通过网站和旗舰店直接向欧洲消费者销售这些电动车，但它们将在美国田纳西州的斯普林希尔工厂制造。GM计划在本十年底在欧洲提供一整套全电动车型。
Back to the United States, the lyrics sold 3,018 in Q3, doubling their Q2 figures so we'll see if they can continue that momentum in the United States.
回到美国后，这首歌的歌词在第三季度卖出了3,018张，是第二季度的两倍，因此我们将看到它们是否能在美国继续保持这样的势头。
Toyota has signed a supply agreement for a battery deal with LG for a new battery factory in Michigan costing around $3 billion. However, this is not going to be a joint venture like LG has been doing with GM.
丰田与LG签署了一份供应协议，旨在为位于密歇根州的一家新电池工厂提供约30亿美元的电池交易。然而，与LG与通用汽车合作的模式不同，这不会是一项合资企业。
LG will supply Toyota with 20 gigawatt hours of high nickel NCMA battery modules and newly starting in 2025 made in Michigan. LG will invest about $3 billion into that facility for new production lines for sales and modules exclusively for Toyota. The completion of these lines is expected in 2025. The battery modules made on the new lines will be shipped to Toyota Motor Manufacturing Kentucky where they'll be assembled into battery packs and installed in EVs.
LG将向丰田供应20吉瓦时的高镍NCMA电池模块，并计划从2025年开始在密歇根州生产。LG将在该设施投资约30亿美元用于新的生产线，专门为丰田生产销售和模块。预计这些生产线将于2025年竣工。在新生产线上制造的电池模块将被运往丰田肯塔基州的汽车制造工厂，组装成电池组并安装在电动汽车中。
This deal also marks a departure for LG because their deals are generally arranged as joint ventures with automakers. This deal with Toyota is LG's largest single supply agreement secured outside of a joint venture.
这项交易也意味着LG迈出了一步，因为他们的交易通常是与汽车制造商合作的联营项目。这项与丰田的交易是LG在联营项目之外获得的最大单一供应协议。
VINFAST, one of the more confounding EV companies out there right now just released its financial results for the first time as a public company. And they lost $527 million for the quarter. Maybe more interesting though, this GSM Green and Smart Mobility Joint Stock, a Vietnamese taxi company, has bought 7,000 of the 19,000 vehicles VINFAST has sold to date. VINFAST is now expecting its first vehicles to reach Europe in the fourth quarter.
VINFAST 是目前市场上相对令人困惑的电动汽车公司之一，他们刚刚首次作为上市公司发布了财务报告。然而他们在本季度亏损了5.27亿美元。或许更有趣的是，越南的出租车公司 GSM Green and Smart Mobility Joint Stock 已经购买了 VINFAST 迄今为止销售的19,000 辆车中的7,000 辆。VINFAST 现在期望他们的首批车辆将在第四季度进入欧洲。
Lucid ended the day down about 5% today after they just released their most affordable air sedan, the Pure, starting at 77.4 thousand with 410 miles of range. This vehicle is rear wheel drive and given that it's a sedan, it will not qualify for the IRA credits. Nor will this vehicle have access to Tesla's supercharging network because Lucid has not announced anything with the next. So of course everyone is going to make the comparison to the Model S and I think this one is fair.
今天，Lucid发布了价格最实惠的轿车产品Pure，起价77.4万美元，续航里程为410英里，结果导致该公司股价下跌了约5%。该车为后驱轿车，由于是轿车类别，不符合IRA（Individual Retirement Arrangements，个人退休计划）的税收抵免资格。此外，由于Lucid尚未与特斯拉宣布合作计划，这款车也无法使用特斯拉的超级充电网络。因此，大家当然会将其与Model S进行比较，我认为这样的比较是公平的。
If we switch over the entry Model S, 74990 so a few thousand dollars cheaper. Yes, 5 miles less range on the Model S but that's pretty negligible. The Model S does 0-60 in 3.1 seconds while the Lucid Air Pure does it in 4.7 seconds. And the Model S is all wheel drive and has access to the supercharger network so not a great head to head comparison on the key metrics for Lucid. But look, not everybody wants a Tesla so more options is always good. Clearly Lucid is trying, they're doing what they can, I don't know if they're going to make it but I'm hoping that they do.
如果我们换购Model S入门款，74990美元，便会便宜几千美元。是的，Model S的续航里程少了5英里，但这几乎可以忽略不计。Model S可以在3.1秒内完成0-60英里的加速，而Lucid Air Pure则需要4.7秒。而且Model S是四轮驱动，并且可以使用超级充电站网络，所以在关键指标上和Lucid相比并不完全相当。但看，不是每个人都想要特斯拉，所以拥有更多选择总是一件好事。显然，Lucid正在努力，他们正在尽其所能，我不知道他们是否能成功，但我希望他们能够成功。
Elon did speak today at the International Astronautical Congress and his part started around the 3 hour 45 minute mark, it'll be below if you want to check it out. I'm not going to lie, seeing this one was pretty frustrating, it really just feels like Elon is being attacked from all angles, a lot of which is coming from some federal authorities and our government. Now we have the SEC investigating Elon to see if he violated security laws before he bought Twitter. They began this pro back in April 2022. His attorney said the SEC has already taken Elon's testimony multiple times and this misguided investigation enough is enough. Why is this one frustrating you ask? Well, for all of the things for the SEC to spend its time on. Think about all of the fraud in the crypto space, all of the fraud in our own government, all of the fraud on Wall Street, they're going to spend their time looking into Elon overpaying for Twitter. We'll see what comes of this but either way, I think it's bogus.
埃隆今天在国际宇航大会上发表了演讲，他的演讲部分开始于第3小时45分钟，如果你想看的话，下面会有链接。不得不说，看到这件事很令人沮丧，埃隆似乎被各方面攻击，其中很多来自一些联邦机构和政府。现在我们还有SEC在调查埃隆在购买Twitter之前是否违反了证券法。这项调查始于2022年4月。他的律师表示，SEC已经多次对埃隆进行了取证，这种误导性的调查已经够了。为什么这个调查令人沮丧？因为SEC要花时间去调查埃隆支付高价购买Twitter，而不是去解决加密货币领域的欺诈问题、我们政府内部的欺诈问题或者华尔街上的欺诈问题。我们将会看到这个调查会有什么结果，但无论如何，我认为这是荒谬的。
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