New Documents: Tesla's Expansion Plans / FSD Beta Going Global / Ford Responds to Tesla ⚡️

Welcome to Electrified, it's your host, Delimu Miskwick, shout out to my newest patrons, Miguel de C and Cole P. Thank you for choosing to support the channel.

欢迎来到电气化，我是您的主持人Delimu Miskwick。向我的最新赞助人Miguel de C和Cole P大喊一声。感谢您选择支持本频道。

I'm curious, what did you guys think about this clip, impressive or unnecessary?

我很好奇，你们觉得这个视频片段怎么样，很棒还是没必要呢？

According to some new lobbyist documents, we get some more color on what Tesla might be planning specifically in Ontario when it comes to expansion. Tesla is seeking opportunities for industrial facility, mineral extraction in Ontario. And not just that, but they're also working on processing project permitting reforms, which has been one of the limiting factors, while working with the government to identify incentives to make Ontario even more attractive.

根据新的游说文件，我们对特斯拉在安大略扩张方面的具体计划有了更多的了解。特斯拉正在寻找在安大略进行工业设施建设和矿产开采的机会。不仅如此，他们还在与政府合作推进项目许可制度改革，这是目前限制其扩张的一个因素，同时也在与政府协商推出更多激励措施，让安大略变得更加有吸引力。

You may recall VW just announced around a $7 billion investment into Ontario for a battery facility. Ontario quickly becoming an EV and materials hub with $25 billion in auto and EV investments in just the past two and a half years. We're not going to revisit them because we've talked about them in the past, but in just the last six months, there have been 13 different meetings between Tesla, lobbyists and federal government officials. So whether we get a full on-giga Ontario or just some mineral processing, maybe some cell production is still TBD, but there's definitely still something in the works.

你可能还记得，大众公司刚刚宣布将向安大略省投资约70亿美元，用于建设一个电池工厂。在过去的两年半中，安大略省已经投资了250亿美元，快速成为一个电动汽车和材料中心。我们不会重新讨论这些，因为我们曾经在过去谈到过，但在过去六个月中，特斯拉、游说者和联邦政府官员之间已经进行了13次不同的会议。因此，无论我们是否获得全面的安大略超级工厂或只是一些矿物加工、或者一些电池生产，目前还不确定，但肯定有些正在酝酿之中。

Yesterday, we talked about Tesla's captive financing. Now this may not be that exactly. They could just be working with third party providers, either way, in Spain, they're now offering a 10 year financing term. This example was 10 years at 4% with FSD included. Or, narrowly, I would say try to avoid these super long terms, but when it comes to Tesla, if FSD hits, it could be an appreciating asset. Who knows?

昨天我们谈论了特斯拉的自有金融计划。但现在也可以会和第三方金融提供商合作，不管怎样，在西班牙，他们现在提供10年的分期付款。例如，这个样例是10年期，利率为4%，包括全自动驾驶功能。或者，我会说，尽量避免超长的分期期限，但是对于特斯拉来说，如果全自动驾驶功能成功，这可能会成为一项升值资产。谁知道呢？

Yes, Tesla has raised prices in some markets, including the US, but on average, it's about $250. Here you have the updated pricing and in the United States, it was just for the Model 3 and Y. No changes to the Model S and X. If you want to argue Tesla did this to try to encourage people to buy now, you can be my guest.

是的，特斯拉在一些市场上提高了价格，包括美国，但平均只有大约250美元。在这里，您可以看到更新后的定价，在美国，这仅涉及Model 3和Y型车型，Model S和X型车型没有变化。如果您想争论特斯拉这样做是为了鼓励人们现在购买，那么请随便说。

I'm just going to stick with what Tesla just told us on the Q1 call when they were asked about pricing. Elon said, every day, we get real-time daily updates of how many cars are being produced and how many are being ordered. Elon said Tesla's data is real-time. It does not have latency, like legacy OEMs dealing with dealers. And they just ask, what does it take to achieve a clearing price for our vehicle production? Every single day, seven days a week, they look at this data and adjust course as needed.

我将坚持特斯拉Q1电话会议上所说的内容，当被问及定价问题时，埃隆说，每天，我们都可以实时获得生产和订单的汽车数量更新数据。埃隆表示Tesla的数据是实时的，没有像传统车厂处理经销商那样的延迟。他们会不断询问：要达到车辆生产的理性价格，需要做什么？每天，一周七天，他们都会查看这些数据并根据需要调整策略。

I think some of the platform, what we built, that's another very proud moment to see, what the way we built it is, we were able to show the feedback coming from customers to the right people in the right departments, almost instantly. So if there are ways to, they could see that never existed in the automotive world before Tesla. It's honestly a very cool story about how Tesla has all of this real-time data to use. And I actually told that story about two years ago in this video.

我认为我们所建立的平台中的一部分是另一个值得骄傲的时刻。我们构建平台的方式是将客户反馈迅速转交给相关部门的正确人员。这是以前在特斯拉之前汽车行业从未存在过的方式。这实际上是一个非常酷的故事，讲述了特斯拉如何使用实时数据。我两年前在这个视频中讲过这个故事。

So it'll be below in case you missed it. You may have seen this famous tennis star Nick Kirios had his model X stolen, but luckily he was able to use the app and actually, mobily, slow the car down to help the cops actually find it using that real-time GPS data. So hopefully this new spreads and detours other criminals from stealing Tesla's. Exhibit A, where having a connected vehicle can really come in handy.

如果你错过了，那么以下内容是关于这件事情的。你可能已经看到了著名的网球明星Nick Kirios的Model X被盗，但幸运的是他能够使用Tesla应用程序，并实时减缓汽车速度，以帮助警方使用实时GPS数据找到汽车。希望这个消息传播开来，并阻止其他犯罪分子偷Tesla。这是关于当你拥有一个联网汽车时可以真正派上用场的例子。

We have Timmy on Twitter who Elon has been interacting with, saying, FSD beta could be possible in Europe at the earliest by January 2024, and now at the latest by the summer of 2024, when previously the expectation was sometime into 2025, sharing these documents. Before I show them to you, you'll need to know what DCAS stands for, Driver Control Assistance System.

我们在推特上有一位名叫Timmy的用户，Elon正在与他互动，他表示，FSD beta（完全自动驾驶测试版）最早会在2024年1月在欧洲发布，最晚也会在2024年夏季发布，之前的预期是要等到2025年。他还分享了以下文件。在我展示它们之前，你需要知道DCAS代表驱动员控制辅助系统。

This is basically the regulation to focus on for FSD beta, being allowed in a more extensive capacity in Europe. Going through the documents, Timmy shared the government bodies are now suggesting to prioritize the submission of the DCAS regulation this year. The regulation is being broken up into two buckets, the hands-on and hands-off. For the hands-on, Phase 1, they now have a new submission date for some of these regulations for June 2023, and they say, pre-deployment testing of systems upon submission.

这基本上是专注于FSD beta的规定，允许在欧洲的更广泛范围内使用。Timmy分享了政府机构正在建议今年优先提交DCAS规定。这个规定被分为两个部分：“手动”和“自动”。就“手动”部分的第一阶段而言，他们现在有了一些规定的新提交日期，为2023年6月，并称提交前需要进行系统的预部署测试。

I won't dive into the weeds because a lock-in change in the next six months, but if things go well, it sounds like now things have been expedited, so we could see FSD beta again in a more extended capacity, about a year sooner than we were previously expecting. And yes, these regulations should have been done back in 2021, but some of the powers that be don't want to see change happen.

我不会深入细节，因为在接下来的六个月中，出现锁定改变，但如果一切顺利，现在看起来事情已加快，所以我们可能会在比之前预期早一年的更大规模上再次看到FSD测试版。是的，这些监管规定应该在2021年完成，但某些权力不希望改变发生。

How about this? Span? The company I told you guys about that was founded by the former head of product at Tesla, who was actually responsible for the original rollout of the Tesla Powerwall, is continuing to make waves, and continuing to find ways to make the Tesla Powerwall even better. Did you guys see this news? Span just announced a series B2 fundraise of $96 million, bringing their total funding now to $231 million. Span also continues to announce new partnerships with companies like Kenmore and Sunrun. They just said they're also developing a state of the art R&D facility in San Francisco, for product testing in a microgrid environment that can emulate multiple-on and off-grid scenarios. And recently, Span was recognized by Forbes as one of the top five best startup employers in the United States. Span is an award-winning smart home panel that was recently announced in a White House press release for their contributions to the EV movement. Span is the sponsor of this video, but many of you guys pointed out the great work that Span is doing the last time I mentioned them, and for good reason.

这样怎么样？Span？我之前跟你们提到过的公司由特斯拉前产品主管创立，他实际上是特斯拉Powerwall最初推出的负责人，如今该公司引起轰动，继续寻找让特斯拉Powerwall更加出色的方式。你们有看到这则消息吗？Span刚刚宣布获得了9600万美元的B2轮融资，使得目前总融资额达到2.31亿美元。Span也继续与Kenmore和Sunrun等公司宣布新的合作伙伴关系。他们刚刚宣布他们还将在旧金山建立一家最先进的研发中心，在微型电网环境下进行产品测试，模拟多种离网和接网场景。近期，Span被福布斯评为美国五家最佳初创企业雇主之一。Span是一家屡获殊荣的智能家庭面板，最近也被白宫公告认可了他们对电动汽车运动的贡献。Span是这个视频的赞助商，但是你们中许多人在我上次提到他们时就指出了Span所作的伟大工作，有很好的理由。

Span can extend the average battery backup power time during an outage by 40%, and as Matt Farrell has pointed out, it fixed his Tesla power wall. So if your power wall is at 50% or lower, it can immediately shut off circuits you place in the non-essential group. You can also move circuits from group to group easily, and it gives updated estimates of remaining battery power based on your changes. You can track and monitor each individual circuit, setting priority for each, and Span gives you awesome insight into your energy used to help you save money and energy. So whether you're upgrading a traditional panel or planning to get solar in a home battery, this should be a no-brainer to at least consider. So if you'd like to learn more about the Span panel or their new Span drive EV home charger, you can use the link below or head to span.io and tell them electrified sent to you. Thanks to Span and thanks to all of you for supporting the channel.

Span可以延长停电期间的平均电池备份电力时间达到40％，正如Matt Farrell所指出的，它可以修复他的特斯拉电池墙。因此，如果您的电池墙电量在50％或更低，它可以立即关闭您在非必要组中放置的电路。您还可以轻松地将电路从一组移动到另一组，并根据您的更改提供剩余电池电量的更新估计。您可以跟踪和监视每个单独电路，为每个设置优先级，并提供令人惊讶的有关您节省金钱和能源所使用的能源的深入见解。因此，无论您是升级传统面板还是计划在家用电池中获取太阳能，这都应该是一个毫无疑问的选择。因此，如果您想了解更多关于Span电板或他们新的Span驱动EV家庭充电器的信息，可以使用下面的链接或前往span.io，并告诉他们Electrified发送给您。感谢Span和所有支持该频道的人。

Now Farrell and Ford just seem confused because after Farrell called out Elon for lowering prices and commoditizing their vehicles well, now Ford's doing the same thing. The different variants of the Machee have just been dropped in price between $3,000 and $4,000. A very clear indication that for this vehicle to compete with a model Y, they have to drop the prices. The only reason they would do this is because they have to, we already know they're losing money on the Model E division. Ford also announced all standard range models will now be powered by lithium iron phosphate LFP. With those standard range packs, they're now targeting an EPA range of 250 miles for the rear wheel drive into 26 for the AWD. And remember, as of now, the Machee only qualifies for half of the federal tax credit. Ford added their plant upgrades at their Mexican facility where they make the Machee has been finished and that would support a production ramp up in the second half of this year.

现在法雷尔和福特似乎很困惑，因为法雷尔曾经批评埃隆降低价格和将他们的车辆商品化，而现在福特也在做同样的事情。马基E的不同型号价格已经降低了3,000到4,000美元，非常明显地表明为了与模型Y竞争，他们必须降价。他们这么做的唯一原因是因为他们必须这么做，我们已经知道他们在Model E部门上亏损了。福特还宣布，所有标准型号现在都将使用磷酸铁锂LFP电力。通过这些标准型号电池组，他们现在针对后驱车型的美国环保署（EPA）里程为250英里，针对四驱车型的里程为226英里。请记住，目前，马基E只符合联邦税收抵免的一半资格。福特补充说，他们墨西哥工厂的升级已经完成，这将支持今年下半年的生产量增加。

It's one of those things. The media just blows up Tesla for lowering prices. Laser focusing on margin, which in the long run doesn't mean that much when the real story is what Tesla's price cuts mean for everybody else, case in point exhibit A, all of these other companies that are really trying to survive that are going to have to lower prices to try to compete with the Tesla vehicles.

这只是一件事而已。媒体总是夸大特斯拉降价的影响，并专注于利润率的问题，但从长远来看，这并不是最重要的事情。真正值得关注的是特斯拉的降价对其他公司和消费者的影响。具体而言，这意味着那些真正努力生存的公司将不得不降低价格来与特斯拉竞争。

Today at 405 PM Eastern Time, Ford will release its financial earnings for key one and the conference call will follow at 5 PM Eastern Time. Here's a storyline we've been talking about now for months and more people are waking up to what's going on. You may recall Carlos Tavarez, the CEO of Stellantis, warned that Europe needs a strategy to compete with China's lower prices. European-made electric cars cost 40% more than the Chinese models. Adding, it's a very bleak scenario. In an odd way, it's almost a blessing in disguise for the legacy OEMs in the United States to not have to deal with this Chinese competition right now. Because BWD is still in the process of deciding if it's going to sell passenger cars to Americans, mainly due to political tensions.

今天下午四点五分，福特将发布其关键一季度的财务收益，并于东部时间下午五点进行电话会议。这是我们一直在谈论的一个故事情节，现在越来越多的人开始意识到正在发生的事情。您可能还记得，斯泰克公司的首席执行官卡洛斯·塔瓦雷斯警告说，欧洲需要制定竞争中国低价的策略。欧洲制造的电动汽车比中国的车型贵40％。此外，这是一个非常暗淡的局面。以一种奇怪的方式，对于目前在美国的传统汽车制造商来说，不必面对这种中国竞争几乎是一种惠而不费的办法。因为宾德是仍在考虑是否向美国人销售客车，主要是由于政治紧张局势。

If you take just a second to think about what the US auto market would look like, if these very affordable BWD EVs were coming to the United States, it would be a huge game changer and a massive obstacle to overcome for legacy OEMs. And going back to just a Q4 call, even the higher ups at Tesla have said multiple times, the Chinese are scary, we always say that. Speaking of Chinese EV sales, the early numbers for April are apparently better than expected. I'm just going to share the month over month numbers, BWD up 1.6%. Liyado up 23%. Nioh, not so great, down 36% and X-Pang up 1.1%. We'll get Tesla's numbers here in the next few days.

如果你花一秒钟思考一下，如果这些价格实惠的BWD电动汽车进入美国市场，美国汽车市场会是什么样子，那将是一个巨大的变革和传统汽车制造商需要克服的巨大障碍。回到只是个在第四季度电话会议上，即使是特斯拉的高管也多次表示，中国人令人害怕，我们总是这么说。说到中国的电动汽车销售，四月的初期数字似乎比预期好。我只想分享一下月度销售数字，BWD上涨1.6％，Liyado上涨23％，Nio降低36％，X-Pang上涨1.1％。我们将在接下来的几天获得特斯拉的销售数据。

I told you before, I'll keep saying it all year because I think it's one of the biggest storylines in the auto industry watching these Chinese brands how they sell in the European market has major implications for their expansion globally over the next decade.

我之前就说过，我会一直重复这个话题一整年，因为我认为这是汽车行业最重要的议题之一。观察中国品牌在欧洲市场的销售情况将对它们未来十年的全球扩张产生重大影响。

Don't forget, check out SpanLinks below, they have an awesome team, I've talked to them many times, even if you just want to learn a little bit more about the product, they'd be happy to talk to you.

别忘了，记得查看下方的SpanLinks，他们有一支棒极了的团队，我曾经多次与他们交谈，即使你只是想了解产品的一点点信息，他们也很乐意与你交流。

You can find me on Twitter at Dillinumus22, hope you have a wonderful day.

你可以在Twitter上找到我，用户名为Dillinumus22，祝你有美好的一天。

Please like the video, if you did and a huge thank you to all of my Patreon supporters.

如果你喜欢这个视频，请点赞；同时，非常感谢我所有的赞助者。