Tesla's New Semi Endeavor / Tesla India Details / EV Pickup Battle Heats Up ⚡️
发布时间 2023-08-01 22:25:28 来源
摘要
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00:00 - Sauron 02
00:33 - Exxon Lithium Detail
1:28 - Tesla Complaints to NHTSA
2:22 - New Tesla Semi Endeavor
3:49 - Fremont Filing
4:14 - Tesla China Weekly Insurance
4:44 - BYD & China EV Sales
5:23 - Senator Using Tesla
6:04 - Tesla Cool Factor Fading?
7:26 - Tesla India Detail
8:47 - EV Pickup Wars & Lightning Production
10:57 - Update on Blazer EV
11:40 - Toyota Learns Nothing
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#TeslaSemi #TeslaSemiCharging #TeslaIndia
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host, Dylan Loomisoh. First up today, in the totally fair call out from my guy ZB yesterday about the CCTV car, true story, I recorded a whole bit on the all-seeing eye in the Sauron 02 plate, but the further I zoomed in, the more it started to look like at least the plate was photoshopped on there. And because I didn't want to disseminate false information, I chose to just take out that section.
欢迎来到《电气化》，我是主持人Dylan Loomisoh。今天首先要讲的是，根据昨天我的朋友ZB公正指责的那件事情，关于那辆监控摄像车的事，真实的情况是，我录制了一段关于Sauron 02车牌上那个全视眼的片段，但是当我放大观察时，它开始看起来更像是车牌被照片合成上去的。因为我不想传播错误信息，所以决定剪掉那一部分。
I still can't tell if it's real or not, but if it is, that's certainly part of what makes Tesla such a cool company. I want to pass along some more detail on Exxon potentially getting in the lithium mining business. Exxon has already purchased 120,000 acres of drilling rights in the smackover formation in southern Arkansas. People familiar with the matter said Exxon could begin drilling on the prospect in the coming months, and a third party has estimated the prospect could have 4 million tons of lithium carbonate equivalent, enough to power 50 million EVs.
我仍然无法确定这是真实的还是虚构的，但如果是真实的话，这无疑是使特斯拉成为了如此神奇的公司的一部分。我想传递关于埃克森可能进入锂矿业的一些更详细信息。埃克森已经购买了阿肯色州南部Smackover地区的12万英亩的钻探权益。了解这个问题的人士表示，埃克森可能会在接下来的几个月开始在这个项目中进行钻探，并且第三方估计这个项目可能有400万吨的碳酸锂等价物，足以为5000万辆电动汽车提供动力。
Just a fun fact, maybe things coming full circle here as in the 1970s Exxon played a key role in the foundation of the lithium industry, and in 2019 in Exxon chemist Stanley Whittingham won a Nobel Prize for helping to develop the lithium ion battery. And importantly, this region has a favorable permitting framework and existing infrastructure that these companies can capitalize on, so companies like Tesla and others won't have to wait 10 plus years.
只是一个有趣的事实，也许事情正在循环中，因为在20世纪70年代，埃克森公司在锂工业的建立中发挥了关键作用；而在2019年，埃克森化学家斯坦利·惠廷汉姆因帮助开发锂离子电池而获得了诺贝尔奖。更重要的是，这个地区有着有利的许可机制和现有基础设施，这些公司可以利用，所以像特斯拉和其他公司不必等待10年以上。
NHTSA has received 12 complaints about Tesla Model 3 and Y vehicles for steering problems, and because of that they've opened a preliminary evaluation, covering about 280,000 of those two vehicles. The problem is these vehicles possibly being at risk of losing control of steering. There's one reported crash that involved a fire but no injuries or deaths. Tracking down the actual document from NHTSA you can see it's for 2023 Model 3 and YS. Five reports indicate an inability to steer the vehicle, seven additional ones, sight loss of power, steering resulting in an increased effort to control the vehicle.
美国国家公路交通安全管理局（NHTSA）已收到关于特斯拉Model 3和Y车型方向盘问题的12项投诉，并因此开展了初步评估，涵盖了约28万辆这两种车型。问题在于这些车辆可能存在失控方向盘的风险。其中一起报告的事故涉及火灾，但没有造成人员伤亡。从NHTSA获取到的实际文件显示，这些问题是针对2023年款Model 3和Y车型的。五份报告显示无法操控车辆，另外七份报告显示动力和方向盘丧失，导致操控车辆的努力增加。
This is the first step from NHTSA though, they would then have to move it up to an engineering analysis before they could actually issue a recall. Reuters actually shared three of these examples of complaints and in all of them it was within the first 30 days after delivery.
这是NHTSA的第一步，不过在实际发布召回之前，他们需要将其提升至工程分析阶段。路透社实际上分享了三个此类投诉的例子，在所有这些例子中，都是在交付后的30天内发生的。
That test mega charger we just saw in Baker, California, clearly not an accident now Tesla unveils its plans to begin the mega charger rollout nationwide. This will cover specific routes first and then branch out from there but Tesla's looking for $100 million from the government for nine electric semi truck charging stations along a route from the southern border of Texas to northern California. Each station would be equipped with eight 750 kilowatt chargers for the Tesla semi and four chargers for trucks made by its competitors.
在加利福尼亚贝克市刚刚见到的那个巨型充电器明显不是意外，现在特斯拉公开了其计划，将在全国范围内开始大规模推出充电设施。首先，他们会先覆盖特定的路线，然后再逐步扩大范围，但特斯拉正在寻求政府提供1亿美元的资金，以在从德克萨斯州的南部边界到加利福尼亚州北部的一条路线上建设九个电动半挂车充电站。每个充电站将配备八个750千瓦的特斯拉半挂车充电器，以及四个用于其他竞争对手卡车的充电器。
If successful it would be a first of its kind charging network in the US unlocking a long haul trucking from Texas to California. Tesla asked Texas state officials to write a letter in support of the Big Rig charging project to include in its funding application which was submitted in June. The US DOTS Highway Administration said it expects to announce recipients later this year. They said it's unclear if Tesla would pursue the project without a grant but my bet would be absolutely. It's not like Tesla can't afford the $97 million they're looking for but if there are government funds available of course Tesla wants to take advantage of that.
如果成功，这将是美国首个类似充电网络，为从德克萨斯州到加利福尼亚州的长途卡车提供充电设施。特斯拉请求德克萨斯州官员写一封支持该项目的信，并将其包括在六月份提交的资金申请中。美国交通部公路管理局表示，他们预计将在今年晚些时候宣布拨款对象。他们表示，如果没有拨款，特斯拉是否会继续该项目尚不清楚，但我肯定会这么认为。特斯拉显然负担得起他们要寻求的9700万美元的费用，但如果有政府资金可用，特斯拉当然想要利用。
This 1800 mile route starts in the radio Texas about 240 miles away from Gig Texas and it's also 150 miles away from Gigamexico. If you take the rough $120 million cost for these nine mega charger stations that works out to about 13.3 million dollars per station.
这条1800英里的路线起源于得克萨斯州的Radio，距离Gig地区大约240英里，同时距离Gigamexico也有150英里的距离。如果按照这九个超级充电站总计1.2亿美元的成本计算，每个充电站约为1330万美元。
I saw some people out there pointing to this recent filing by Tesla at the Fremont factory talking about installing some new equipment as an indication that Project Highland production is right around the corner at Fremont. I'm definitely not ready to say that because we've seen a permit just like this with very similar wording before and that was months in the past. My point being for now this could be many different things.
我看到一些人在指着特斯拉最近在弗里蒙特工厂提交的文件，谈论安装新设备，表明高地项目的生产即将在弗里蒙特开展。但我绝对不敢断言，因为我们之前也曾看到过类似措辞的许可证，而那已经过去了数月。我的观点是，目前这可能是多种不同的事情。
The Tesla China weekly insurance numbers came in 10,600. Plugging that data in for the week if you wanted to compare it to the same week in quarter two that number was 11,200. Weeks one through four of quarter two we were at 40.9,000 and weeks one through four so far in Q3 we sit at 31.5,000. Here's that same information in a bar chart form right now my cursor is on the beginning of quarter two and the beginning of quarter three is right over here.
特斯拉中国每周的保险数据显示为10,600。如果你想将该数据与第二季度同一周进行比较，那个数字是11,200。第二季度前四周我们为40,900，而截至目前的第三季度前四周为31,500。下面是同样信息的柱状图形式，这里我的光标在第二季度开始的位置，第三季度开始的位置在这里。
Sticking with Chinese EV sales BYD sold a new record 262.1000 EVs in July up 61% year over year and of those 134.7,000 were all electric full bev and overseas sales surged to a record 18.1000 in the month of July.
BYD坚持推动中国电动汽车销售，7月份销售了26.21万辆电动汽车，同比增长61%；其中134.7万辆为纯电动车型，海外销售额在7月份达到创纪录的18.1万辆。
When it comes to expaying Neo and Li Auto it was actually Li Auto delivering the most cars in July out of those three 34.1000 deliveries up 227% year over year. The second consecutive month for Li Auto over 30,000 cars delivered.
说到新能源汽车，实际上在7月份， Li Auto是三家公司中交付最多汽车的，交付量为34,100台，同比增长227%。这是Li Auto连续第二个月交付超过30,000辆汽车。
Senator John Cornyn recently visited Elon and Gigatexis and he said it's the second largest manufacturing facility in the US just wanted to highlight I believe he's implying the first is the Boeing facility. There are certainly different metrics to go by but in terms of size the Boeing one I'm talking about is in Washington.
约翰·科尔宁参议员最近访问了伊隆和Gigatexis，并称其是美国第二大制造工厂，他想强调的是，我相信他暗指第一大制造工厂是波音工厂。当然，不同的度量标准可能存在差异，但就大小而言，我所说的波音工厂位于华盛顿州。
I'll be honest though it is kind of frustrating to see posts like this where these people are kind of looking for social media clout on some level. Essentially riding Tesla's coattails to then brag about Texas leading the nation in job creation. Meanwhile that very same company Tesla is still having to work around this outdated law where they can't sell direct to the consumer in Texas.
坦白说，当看到这样的帖子时，我有点沮丧，因为这些人在某种程度上似乎在寻求社交媒体的炒作。实质上，他们借用了特斯拉的影响力，然后吹嘘德克萨斯领先全国的就业创造。与此同时，特斯拉这家公司仍然不得不绕过这个过时的法律，在德克萨斯州无法直接向消费者销售产品。
Curious what you guys think about this Morgan Stanley did its fifth annual survey of EVs with its intern class about 575 Morgan Stanley summer interns were surveyed the results Tesla's desirability among the interns fell to 14% below Mercedes at 20%. This marks the first year of the survey where Tesla is not the most desirable car brand.
对于这件事，你们怎么想？摩根士丹利公司进行了第五届电动汽车调查，调查了大约575名暑期实习生的意见。调查结果显示，特斯拉在实习生中的吸引力下降到了14%，低于梅赛德斯的20%。这是调查中特斯拉首次不再是最受欢迎的汽车品牌的一年。
Look this is clearly a small sample size of a fairly targeted demographic but at the end of the day as Tesla becomes more widely known and more seen on the streets that unique appeal is going to fade to some degree. But having said that the real question should have been this how many of those 575 people have been in a Tesla how many have driven a Tesla and gotten to experience the technology and the features in what it's like to live with one. At least in my experience most people I talk to that may not think Tesla is that cool or don't get excited about the company. They've also never been in a Tesla they've never experienced it nor do they know anything about the company and why so many of us are such big supporters.
看，这显然只是一个相当有针对性人群的小样本调查，但说到底，随着特斯拉的知名度不断提高，在街上见到的次数增加，它的独特吸引力会在一定程度上逐渐消退。但话虽如此，真正应该问的是，这575个人中有多少人曾经坐过特斯拉，有多少人驾驶过特斯拉，亲身体验过其中的技术和功能，知道如何与之一起生活。至少以我的经验来看，我与之交谈的大多数人可能认为特斯拉并不那么酷或对这家公司不感兴趣。他们也从未坐过特斯拉，从未亲自体验过，也不了解这家公司以及为什么我们如此支持它的原因。
Speaking of Mercedes being the most desirable car brand for that cohort at Morgan Stanley they just announced their 2024 AMG EQE SUV will start at $109.3k.
说起在根士丹利（Morgan Stanley）这群人中，梅赛德斯是最受渴望的汽车品牌，他们刚刚宣布他们的2024款AMG EQE SUV起价为109,300美元。
This time we actually get some insight into the Tesla India negotiations. Officials have asked Tesla to emulate Apple in finding local firms to partner with any Chinese suppliers that may be involved. So Tesla has been pushing to use its Chinese suppliers for them to set up shop in India. Now India is pushing back saying they can use those companies but only if they work in a joint venture fashion with some local Indian companies. Right now India does not have local suppliers for components like battery cells as Tata Motors India's biggest EV maker imports them from China. Tesla executives have told the Indian government it would likely have some of its vendors from China set up based locally to boost the supply chain. But Indian officials said granting approvals for wholly owned Chinese companies in India would be difficult due to intense scrutiny of Chinese firms since the 2020 border clash. What Apple has been doing in recent months is getting approvals to bring their Chinese suppliers to India after they found local joint venture partners. As India remains hesitant about allowing Chinese companies especially automakers to expand in the country. And Indian official said Tesla has been demanding a separate ecosystem for their Chinese vendor base. Those approvals can be granted on a case to case basis if there is an Indian joint venture partner.
这次我们实际上对特斯拉与印度的谈判有了一些了解。官方要求特斯拉效仿苹果，在任何可能参与的中国供应商中寻找本地合作伙伴。因此，特斯拉一直在推动其中国供应商在印度设立工厂。现在印度反击，表示他们可以使用这些中国公司，但是只有在与一些本地印度公司合资经营的情况下才可以。目前，印度没有电池芯片等零部件的本地供应商，因为印度最大的电动汽车制造商塔塔汽车从中国进口这些零部件。特斯拉的高管告诉印度政府，他们可能会让一些中国供应商在印度设立基地，以促进供应链的发展。但是印度官员表示，由于2020年的边境冲突，批准中国公司在印度设立独资企业将会很困难，因为对中国企业的审查非常严格。苹果近几个月来一直在获得批准，将他们的中国供应商带到印度，而在找到本地合资伙伴之后才实现了这一目标。由于印度仍然对允许中国企业特别是汽车制造商在该国扩张持犹豫态度，一位印度官员表示特斯拉一直在要求为其中国供应商提供一个独立的生态系统。如果有印度合资伙伴的话，这些审批可以根据具体情况进行批准。
Ford is restarting the production of the F-150 Lightning and this is quickly becoming a battle of the EV pickup trucks with the F-150 Lightning, Cybertruck right around the corner, Chevy Silverado also right around the corner supposedly, and Rivian continuing to ramp and other brands like Ram that are also supposed to be coming soon.
福特正在重新启动F-150 Lightning的生产，这很快就将成为一场电动皮卡车之战，与F-150 Lightning和Cybertruck即将面世，雪佛兰Silverado也即将面世，而Rivian继续加速生产，还有其他品牌如Ram也被推测即将上市。
This spring Ford had some battery issues with the Lightning and it paused output for another six weeks over the summer to retool their plant in Dearborn, Michigan. Ford's CCO of their Model E division said we're expanding capacity right now. We're going to be filling that capacity. We'll have to see how the market plays out. The demand is there. We now have the supply to match it.
今年春天，福特公司的闪电车遇到了一些电池问题，并在夏季再次暂停生产六个星期，以重新调整位于密歇根州迪尔伯恩的工厂。福特公司的车型E事业部首席通信官表示，我们正在扩大产能。我们将填满这一产能。我们需要看市场的发展情况。市场需求存在，我们现在也有了相应的供应。
Ford reiterated its plans to boost capacity to 150,000 trucks a year by the third quarter. That's a run rate, not actual production figures. It's training and additional 1,200 workers to help increase supply. Ford said the price cuts have helped to drive a sixfold increase in orders and a threefold increase in web traffic. Reuters has added at the Ford plant in Michigan they'll be working with a three shift rotation.
福特重申了其计划，在第三季度之前将产能提升至每年15万辆卡车。这是一个运营速率，而不是实际生产量。为了增加供应，福特正在培训并额外雇佣了1200名员工。福特表示，价格的下调帮助推动订单增长了六倍，并使网站流量增加了三倍。路透社补充报道，在密歇根州的福特工厂，他们将采用三班倒轮班工作制。
Earlier this year Ford was selling about 4,000 lightnings per month and doing the math a 150,000 run rate is about 12,500 per month so Ford is looking to triple the production and ultimately sales capacity.
今年初，福特每月销售约4000辆闪电皮卡，进行计算时，每年150,000辆的产量大约是每月12,500辆，因此福特计划将产量增加三倍，并最终提高销售能力。
Originally the Lightning Pro was only going to be for commercial customers but now again pulling a demand lever for Ford they said individual retail customers can now order the least expensive Lightning Pro at just under $50,000. But automotive news said that trim level will only be available in limited quantities for retail buyers. Ford also said half of new orders for the Lightning are for the XLT model which starts just under $55,000. And the model ECCO added when it comes to EVs and the mainstream market challenges still remain around customer awareness and acceptance. You don't say.
原本，闪电专业版只是针对商业客户，但现在福特再次拉动需求杠杆，他们表示个体零售客户现在可以订购价格低于5万美元的最便宜的闪电专业版。但《汽车新闻》称，该款式只有有限数量供零售买家选择。福特还表示，闪电的新订单中有一半是指导价小于5.5万美元的XLT车型。就电动车和主流市场而言，ECCO车型补充说，消费者的意识和接受程度仍然存在挑战。这不难理解。
Customer wait times for the lightning right now are about three months down from as much as two years when it launched. Ford's US dealership sold 8.7,000 trucks in the first half of 2023.
目前，闪电车的等待时间从刚开始销售时的最长两年缩短至约三个月。福特在2023年上半年在美国销售了8.7万辆卡车。
Yesterday I said that a cheaper Chevy blazer starting around $44,000 was going to be coming in the winter of 2024. Turns out that's no longer the case GM has actually canceled that variant. So the base version of the Chevy Blazer EV is going to be the two LT variant. And when it comes to that base variant GM said yesterday they're promising additional details, namely the specs closer to the launch in 2024. So I don't know what GM is doing here. If you go to their official website, the one LT variant is still an option on the site as of time of recording.
昨天我说雪佛兰切诺基(Shevrolet Blazer)有一个价格较低的版本，起价大约为44,000美元，计划在2024年冬天推出。结果事实并非如此，通用汽车(GM)实际上取消了该车型的推出。现在，雪佛兰切诺基EV的基础版本将是2LT型。至于这款基础型号，GM昨天表示他们将在2024年推出时提供更详细的规格信息。所以我不知道GM在这里到底是怎么做的。如果你去他们的官方网站，截至录制时间，1LT型仍然是网站上的一个选项。
So until further notice of the Chevy Blazer models that are actually available starting around $60,000.
因此，截至目前，雪佛兰Blazer车型的实际可用起价约为60000美元。
Apparently with this one Toyota has not learned very much with the BZ4X rollout. The BZ4X Toyota's first full BEV has only sold a few thousand units so far in 2023. Specifically through June 3.6,000 units year to date. Toyota is now planning to build a new three row electric crossover in 2025 in Kentucky for Subaru after building its own version which is tentatively going to be called the BZ5X. If you're unfamiliar, Tesla and Subaru adopted this exact same strategy basically building the same car with slightly different variations for each brand. I present to you the Toyota BZ4X and the Subaru Solterra. There is a difference though, the last iteration of those vehicles they were built in Japan so did not qualify for any IRA tax credits. This time around being made in Kentucky and the plan is to get the batteries from North Carolina. That means if priced right these vehicles will get the IRA tax credits.
显然，对于BZ4X的推出，丰田并没有学到太多教训。到目前为止，丰田首款全电动车BZ4X在2023年只销售了数千辆，具体来说，截至6月份，全年销量为3,600辆。丰田现在计划在2025年为斯巴鲁在肯塔基州建造一款新的三排座电动越野车，而在建造自己的版本之后，这款车可能会被称为BZ5X。如果你对此不太了解，特斯拉和斯巴鲁采用了完全相同的策略，基本上为每个品牌建造了略有不同变种的同一款车型。我向你展示的是丰田BZ4X和斯巴鲁Solterra。然而，这两款车的上一代车型是在日本制造的，因此没有符合IRA税收减免的资格。这一次，它们将在肯塔基州生产，计划从北卡罗来纳州获取电池。这意味着，如果定价合理，这些车辆将获得IRA税收减免。
And it's not even like this is a quick refresh of the BZ4X to try to change something up and make it more appealing. This isn't going to be coming until 2025 if that and they're sticking with the namesake the BZ5X which again does not have great brand recognition after the wheels falling off and the slow sales.
这甚至不是对BZ4X进行快速修饰，试图改变一些东西，使其更具吸引力。如果说能到2025年，他们还决定坚持使用BZ5X这个名字，而这个名字在车轮脱落和销售低迷之后并没有良好的品牌认可度。
I just don't know. You can find me on X 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.
我真的不知道。你可以在X上找到我，用户名是Dylan Loomis22。希望你们度过愉快的一天。如果你们喜欢这个视频，请点赞，同时也非常感谢所有我的赞助者。