Munro on Cybertruck / Tesla Semi Designs / Giga Berlin Expansion ⚡️
发布时间 2023-07-17 22:08:26 来源
摘要
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00:00 - Red Wine Test
00:19 - Tesla Q2 Earnings
00:46 - Big Cybertruck Weekend (Munro)
5:55 - Warren Attacking Tesla/Elon
6:40 - Tesla China Rumor
7:01 - Tesla Semi Video & Designs
8:12 - Tesla Print Advertising
8:36 - Tesla Attending IAA Show
8:56 - HW3 Still Better Than HW4
9:22 - Charge on Solar
10:02 - Berlin Expansion and Staffing
11:13 - Referral Program Update
11:37 - Tesla Electric Summer Event
12:04 - Tesla Lawsuit Settled
13:02 - Tesla Suing Australian Company
14:47 - F150 Lightning Price Cuts
15:29 - GM Battery Shortage
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#TeslaCybertruck #MunroLive #TeslaSemi
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Welcome to Electrified, it's your host, Dilen Ummis, quick shout out to my newest patron, Helmut S, thank you for choosing to support the channel. Happy Tesla Earnings Week! Tesla will release the Q2 financial results this Wednesday the 19th after market close and then the financial call can be found on YouTube starting at 5.30pm EST. No video from me on Wednesday as I like to enjoy the day and take notes, read through the report and I'll have a recap for you on Thursday.
欢迎来到Electrified，我是主持人Dilen Ummis，特别感谢最新的赞助者Helmut S选择支持本频道。特斯拉收益周快乐！特斯拉将于本周三19日市场收盘后发布第二季度财务结果，随后可以在YouTube上观看财务电话，起始时间为美国东部时间下午5点30分。周三没有我的视频，因为我喜欢享受这一天，做笔记，阅读报告，周四会为您进行回顾。
If you somehow missed it on Saturday, Tesla, Twitter tweeted out the first Cybertruck was built at Gigatexis, no they didn't specify if it was manually built by hand or coming off the production line, but given the official tweet, I would certainly assume the latter. It was November 2019 when this truck was unveiled and if you want to be a part of the Cybertruck gang, it looks like left thumb right index finger. Additionally, in perhaps what is the best clue toward Cybertruck pricing we have to date, replying to a tweet from Holmar's catalog sharing the news that Ford just cut its prices on the F-150 Lightning which we'll touch on later in the video, Elon said, the Ford Lightning is a good vehicle, just somewhat expensive, especially given high interest rates these days for any kind of loan. After these price cuts, the base model of the Lightning now starts at $49,9,000 down from $59,9,000 previously. The question now becomes, is Elon calling the Lightning expensive after or before these price cuts? Sadly, I think it needs to be said, this confirms nothing for the actual Cybertruck pricing, yes it may be a clue, but the Cybertruck could also be somewhat expensive, depending on the raw material cost and all of the new manufacturing techniques that Tesla will be implementing. All of that to say, this tweet does give me more confidence that the base level Cybertruck whenever it may be available which could be a while will start with a 4 rather than a 5 or a 6 like some people were expecting.
如果你在周六错过了消息，特斯拉在推特上发布了第一辆Cybertruck是在Gigatexis工厂建造的，他们没有具体说明是手工制造还是从生产线上出来的，但根据官方推文，我肯定是后者。这辆卡车是在2019年11月亮相的，如果你想成为Cybertruck团队的一员，看起来就需要左拇指右食指（价格符号形象比喻）。此外，也许这是至今为止关于Cybertruck定价的最佳线索，回应Holmar目录推特消息（分享福特刚刚降价的F-150 Lightning的新闻），埃隆说，福特Lightning是一辆不错的车，只是有点贵了，尤其是考虑到现在任何贷款的高利率。在这次降价之后，Lightning的基础款现在从之前的59,9000美元降到了49,9000美元。现在的问题是，这句话是在这次降价之后还是之前埃隆说的？遗憾的是，我想必须说明的是，这并不能确定Cybertruck的实际定价问题，是的，这可能是一个线索，但根据原材料成本和特斯拉将要实施的所有新制造技术，Cybertruck也可能有点贵。总之，这条推文让我更有信心，无论何时基础款Cybertruck可用（可能要等一段时间），起价都将是4开头，而不是像一些人预期的5或6。
A quick word from Sandy Monroe on the Cybertruck. And this probably won't make me endear me to everybody at Tesla, but unfortunately if that's what it looks like underneath the skin, this would not be classified as an exoskeleton. You can see this big giant B pillar and quite a bit of other things there that tell me that the exoskeleton idea probably didn't work and that's probably why it took so long to get Tesla's Cybertruck into the marketplace. The good news is that if they did it, they probably did it because they needed higher crash worthiness numbers or they just wanted to keep us even safer. Tesla Phoenix shared some more images of the Cybertruck saying 2 holes in the back, maybe 4 electronics, maybe HVAC 4 camp mode, 3 child seat loops under the back window, asymmetrical firewall means no right hand drive yet, no surprise. Here are those 2 holes and of course this would be the vault area back here and then through there would be the cabin. This image appears to be the front of the Cybertruck, this is where the front would be and then the cabin would be in through these holes and the windshield would be right up here. At a more angle, the vault would be this area back here and the first thing I notice is really the size of this window in the back that hopefully will roll down but pretty small either way. Here's the last shot you can make of this one what you will.
关于Cybertruck，Sandy Monroe快速发表了一些看法。可能这个看法不会让我在特斯拉所有人中受欢迎，但不幸的是，如果车体下面就是这个样子，这不应该被称为外骨骼结构。你可以看到这个巨大的B柱和其他一些明显的细节，这让我觉得外骨骼结构的想法可能没有实施成功，这也可能是为什么特斯拉的Cybertruck推出市场花费了这么长时间的原因。好消息是，如果他们确实这么做了，可能是因为他们需要更高的碰撞安全性，或者只是为了让我们更安全。Tesla Phoenix发布了更多Cybertruck的图片，指出后部有两个孔，可能用于四个电子元件或者用于空调加热，后窗下面有3个儿童安全座椅安装环，不对称的隔板意味着还没有右舵驾驶，这并不令人意外。这些是两个孔，当然这个区域将是储物区，然后通过这里是驾驶室。这张图片应该是Cybertruck的前部，这里是前部，然后驾驶室就在这些孔里面，挡风玻璃就在这里的上方。在一个更倾斜的角度，储物区将在这里，我首先注意到的是后窗的尺寸，希望能够摇下来，但不管怎样都相对较小。最后一张图片你可以自由解读。
Gregor truck also shared this video saying first production Cybertruck exiting Gigatexus into the wild. This was community noted for a time saying that it wasn't the first production truck because there were plates on it suggesting Tesla may be keeping it for in-house use. But in the comments he clarified that truck is production and planned to be driven in Texas that is a production truck. Looking at Google trends search data over the past 7 days you can see the Cybertruck in the blue has surpassed the Model Y which by the way is one of the best selling cars in the world.
格雷格·特鲁克也分享了这段视频，并表示这是首辆生产的Cybertruck从Gigatexus驶出，进入野外。社区曾一度指出，这不是首辆生产的卡车，因为它上面有车牌，暗示特斯拉可能将其保留供内部使用。但在评论中，他澄清了该卡车是生产车辆，并计划在德克萨斯州驾驶，这是一辆生产车辆。看看过去7天的谷歌趋势搜索数据，你会发现Cybertruck（蓝色）已经超过了Model Y，顺便说一句，Model Y是世界上最畅销的汽车之一。
A lot of people out there still like to bring up the idea that EV pickup trucks are not ready because when it comes to towing they just don't have enough range. But Alexander Edwards, the president of strategic vision, they do an annual survey of 250,000 different people and here are the results.
很多人仍然喜欢提出一种观点，即电动皮卡车在牵引方面不够成熟，因为它们没有足够的续航里程。不过，统筹视角公司的总裁亚历山大·爱德华兹进行了一项年度调查，涉及25万不同的参与者，以下是调查结果。
75% of truck owners use their truck for towing one time a year or less. 70% of truck owners go off road one time a year or less and 35% of truck owners use their truck for hauling, putting something in the bed once a year or less. So obviously not all but indeed most people really don't tow with their pickup trucks that often.
有75%的卡车车主每年只使用他们的卡车拖车一次或更少。70%的卡车车主每年只离开道路一次或更少，而35%的卡车车主每年只使用他们的卡车装货物，将物品放在车厢内一次或更少。所以显然，并非所有但确实大多数人并不经常使用卡车来拖车。
When it comes to the Cybertruck, check with your accountant but if you use it for work over 50% of the time and it does end up having a gross vehicle weight rating or a GVWR over 6000 pounds, you may be able to deduct around $28,000 upfront rather than bit by bit year by year. Check with your professional but just ask them about the section 179 deduction.
提及到Cybertruck时，请咨询会计师，但如果您将其用于工作时间超过50％，且其总车重或GVWR超过6000磅，您或许可以一次性抵扣约28000美元，而不是逐年逐渐抵扣。请与您的专业人士咨询，询问他们关于第179条款的抵扣情况。
Last thing on the Cybertruck for now, next year 2024 Wall Street is expecting about 91,000 Cybertrucks to be delivered and in 2025 they're expecting 160,000. That puts Wall Street here and if Tesla can actually meet their internal targets and some of that supplier data we've seen over the past few months that would have them at 375,000 per year once ramped of course but maybe they can actually hit that metric in 2025. That's a significant gap between where Wall Street's at and what Tesla could actually do. Could transition into built-in upside for Tesla stock.
目前为止，关于Cybertruck的最后一件事是，华尔街预计2024年将交付大约91,000辆Cybertruck，而2025年预计交付160,000辆。这将使华尔街看好特斯拉，并且如果特斯拉能够实际达到他们的内部目标以及我们在过去几个月中看到的一些供应商数据，那么一旦产量提升，他们每年将达到375,000辆。当然，也许他们在2025年确实能够达到这个目标。这是华尔街看好的预期与特斯拉实际可能做到的之间的显著差距。这可能为特斯拉股票带来上涨的机会。
Everybody's favorite senator is now coming after Elon, Tesla, and Twitter. She's urging the SEC to investigate Tesla and the board of directors over possible conflicts of interest, misappropriation of corporate assets, and other negative impacts to Tesla shareholders. All over the Twitter situation, Warren said taking Tesla employees over to Twitter could have compromised possible violations of state and federal labor law. She added Elon could decide to run Twitter to maximize badly needed revenue even if that includes great deals for Tesla's competitors and potential injury to Tesla or he could run Twitter to benefit Tesla through favorable algorithms or free advertising. I don't know about you guys but as a Tesla shareholder myself I would say I'm all set Liz but thanks.
现在，大家最喜欢的参议员现在将矛头指向了埃隆、特斯拉和推特。她敦促美国证券交易委员会对特斯拉和董事会进行调查，以查明可能存在的利益冲突、盗用公司资产以及对特斯拉股东造成的其他负面影响。沃伦表示，由于推特的情况，将特斯拉员工招募到推特可能会导致违反州和联邦劳工法的可能性。她还补充说，埃隆可能会决定经营推特，以最大化迫切需要的收入，即使这包括对特斯拉竞争对手的优惠交易和潜在对特斯拉的伤害，或者他也可以通过有利的算法或免费广告来经营推特以造福特斯拉。我不知道你们怎么想，但作为特斯拉股东，我可以说我对这一切都已满意了，谢谢。
In the rumor mill, Chris Zang said Tesla China has launched the occupancy network-based park assists on the new SNX vision only. They'll package the FSD beta in the software but users won't be able to see those settings from the screen for the time being until they get final regulatory approval. No update on any timeline for the FSD portion.
在传闻中，克里斯·邹曾表示，特斯拉中国已经将基于占用网络的停车辅助系统推出到了新的SNX视觉系统上。他们将在软件中打包完整自动驾驶（FSD）的测试版，但用户暂时无法从屏幕上看到这些设置，直到最后的监管批准。关于FSD部分的时间表还没有更新。
We got another cool video from Heinrich Zane on Twitter of the Tesla semi climbing uphill cruising past cars and other trucks. He did add yes the trailer is carrying a significant weight but he said he can't share how he knows but he does indeed know. I would also add if this were to be reversed and the Tesla semi going downhill remember that's going to be an asset with the Tesla semi having regenerative braking.
我们在推特上得到了来自Heinrich Zane的另一个很酷的视频，视频中的特斯拉半挂车正在爬坡时超过其他车辆和卡车。他确实说挂车上装着重物，但他表示无法分享他是如何得知的，但他确实知道。再者，如果我们将这种情况逆转过来，特斯拉半挂车下坡行驶时会变成一个资产，因为它具有再生制动功能。
Autopilot on Twitter shared some images of Tesla semis at giga Nevada. 10 of them but now there are three different designs up from two previously. A large cab with a high wind deflector, short cab with a short deflector, now an extended cab with a lower wind deflector. Definitely cool to see this image to know Tesla is still working on different iterations and designs. We know long term they plan to have a short range and a long-range version. Even though production volume is not ramping up yet we're still waiting on the giga Nevada expansion and remodel. But as I've said in the past finding the silver lining this will give Tesla time to work on any updates and to fix any problems that they find before they enter mass production sometime in 2024.
Autopilot在Twitter上分享了一些特斯拉半挂卡车在内华达州超级工厂的照片。一开始有10辆，但现在有三种不同的设计，比之前的两种多了一种。其中一种是带有高风挡的宽敞驾驶室，另一种是带有短风挡的短驾驶室，现在还出现了带有较低风挡的扩展驾驶室。看到这些图片真的很酷，知道特斯拉仍在不断研发不同的版本和设计。我们知道他们的长期计划是推出短程和长程两个版本。尽管生产规模还没有扩大，我们仍在等待内华达超级工厂的扩建和改造。但正如我过去所说，这会给特斯拉留出时间来进行任何更新，并解决他们在2024年量产之前发现的任何问题。
We have whole Mars and James Stevenson over the weekend showing this image of a magazine with a page for the Model Y best-selling car in the world on display at Goodwood. So, if you'd like to argue Tesla is now doing print advertising I certainly wouldn't stop you but this seems like it might be more of a one-off situation just to promote attendance for this one event. Anyway, we'll all keep looking.
在上周末，我们有幸能看到Mars和James Stevenson展示了一张杂志图片，上面展示了特斯拉Model Y全球畅销汽车的页面，该页面在Goodwood展出。所以，如果你认为特斯拉现在在进行印刷广告，我当然不会反对，但这似乎更像是为了宣传这个特定活动的一次性情况。无论如何，我们都会继续寻找。
Speaking of one-off events in somewhat of a rare move Tesla has committed to being at the IAA mobility show in Munich later this year. Tesla will have some of its vehicles at this event taking place September 5th through the 8th. No word on which vehicles, no word on if there will be test drives or rides but they'll be at the event.
说到稀有事件中的一次性活动，特斯拉以其罕见的做法承诺将会在今年晚些时候参加慕尼黑国际汽车展。特斯拉将会在9月5日至8日的这个活动上展示一些其车辆。目前尚不清楚展出的具体车型，也没有关于是否提供试驾或乘坐的消息，但是他们将参加该活动。
Replying to Sawyer quote tweeting somebody who is complaining that his hardware 3 car now is basically obsolete with the rollout of hardware 4 Elon said hardware 3 cars are actually more advanced than hardware 4 cars right now because it takes time to write software and neural nets to train for hardware 4. Definitely would have been nice to get an update from Elon on the timeline for hardware 4 actually being more useful than hardware 3 in the field.
回答索耶的问题，他引用了一个抱怨他的硬件3车辆现在基本上已经过时了，因为硬件4的发布。埃隆表示，实际上，目前来说硬件3的车辆要比硬件4的车辆更先进，因为编写软件和神经网络来为硬件4进行训练需要时间。很明显，从埃隆那里得到关于硬件4在实际使用中何时比硬件3更有用的时间表更新是很不错的。
Tesla is rolling out its charge on solar feature through the mobile app it does require having a Tesla vehicle, solar panels and a power wall right now only in the United States and Canada. It is what the title says the ability to charge your vehicle only using power from solar panels. Of course using only the excess solar from those panels to charge your vehicle will make the overall value of your solar system more valuable. The vehicle will adjust charge power every 10 seconds to match the excess solar power and power consumption elsewhere in your home. If you want to check out the instructions in the FAQ I'll have this blog post below.
特斯拉正在推出通过移动应用程序进行太阳能充电的功能，但目前仅限于美国和加拿大，并需要拥有特斯拉车辆、太阳能电池板和能源墙。正如标题所说，它可以让你仅使用太阳能电池板的电力来给你的车辆充电。当然，仅使用这些电池板产生的剩余太阳能来给你的车辆充电，将使你的太阳能系统的整体价值更高。车辆会每10秒调整充电功率，以匹配家中其他地方的多余太阳能和电力消耗。如果你想查看常见问题解答中的说明，请看下方的博客文章。
Germany's E-Game at all has called on Tesla to improve staffing conditions at Gigabrelin ahead of its expansion plans to boost production output to 1 million units per year. Gigabrelin's expansion plans are expected to be published 4 feedback from the community this week. It will be accessible online into local residents this Wednesday July 19th. Things will have until mid September to file objections and the latest update of current employment figures at Gigabrelin, 11,000 of 12,000 expected for phase 1. From the Wall Street Journal, full approval of Berlin's expansion is pending completion of an environmental impact study that will be subject to input from local citizens. Public hearing could take place in October to discuss any issues. If history is any guide here there will undoubtedly be some public issues. The overlining note this time around the expansion wouldn't require additional fresh water from local sources because the plant has facilities to recycle wastewater to provide additional water for increased production and the proposed expansion would increase the factory's workforce to around 22,500. In the coming weeks we'll find out how much fight the environmentalists have left in them.
德国E游戏总部已呼吁特斯拉改善吉加布林的员工条件，以促进其扩张计划，使生产能力达到每年100万辆。预计吉加布林的扩张计划将于本周公布，以征集社区的反馈意见。本周三7月19日，将在网上向当地居民公开。居民将有到九月中旬的时间来提出异议，并获得吉加布林当前就业数据的最新更新。预计第一阶段将有12,000个岗位中的11,000个得到填补。根据《华尔街日报》，柏林扩张计划的全面批准仍待环境影响研究完成，并需要得到当地居民的意见和建议。公众听证会可能于十月举行，以讨论任何问题。按照过去的经验，这里肯定会出现一些公众问题。有一点值得注意的是，这次扩张计划不需要从当地水源获得额外的淡水，因为该工厂已经设有回收废水的设施，以提供更多的水源用于增加产能。拟议中的扩张将使该工厂的员工人数增加到大约22,500人。接下来的几周我们将会看到环保人士还剩下多少斗志。
Tesla has updated its referral program yet again previously you were limited to referring to 5 people and actually earning credits as the referer. Now you can refer up to 12 referrals per calendar year and still earn the credits. Just like before after 12 you can still refer as many people as you want it's just you will stop earning credits but the buyer will still get theirs.
特斯拉再次更新了其推荐计划。此前，您只能向5个人推荐并作为推荐人获得积分。现在，您每年可以最多推荐12个人，并且仍然可以获得积分。与以前一样，在推荐12个人之后，您仍然可以随意推荐更多人，只是您将停止获得积分，但购买者仍会获得他们的积分。
Also on the Tesla website you'll find this page Electric Summer where they will be celebrating from scenic drives to drive in cinemas join us in celebrating 10 years of supercharging in Europe. Just so you know no matter where you are globally you can always check the Tesla events page and search your location to see if there are any events taking place near you. Like this experience Tesla event coming up on July 28th in Milwaukee Wisconsin this link will be below.
在特斯拉的官网上，您还会发现一个名为“电动夏日”的页面，他们将从风景优美的驾车游到汽车影院等多种方式来庆祝特斯拉在欧洲超级充电站成立的十周年。只要您知道，不管您身处何处，您都可以随时查看特斯拉的活动页面并搜索您所在地，以查看附近是否有任何活动。就像即将在威斯康星州密尔沃基市于7月28日举行的这次特斯拉体验活动一样，以下链接将提供给您。
From Reuters Tesla directors will return $735 million to the company to settle claims they grossly overpaid themselves in one of the largest shareholder settlements of its kind. So this lawsuit was actually from 2020 when a retirement fund challenged the stock options that Tesla directors started receiving back in 2017. There's a separate lawsuit still going on where people are challenging Elon's compensation package so this time around the directors including Larry Ellison agreed to settle to eliminate the risk of litigation to themselves and to the company. And apparently because this is a derivative lawsuit this settlement is paid to Tesla to benefit the company and this settlement is one of the largest ever for a derivative case. Maybe most important the directors also agreed to not receive any compensation for 2021, 22 or 23 and the board will change the way compensation is determined.
特斯拉董事会将归还7.35亿美元给公司，以解决对他们过高报酬的指控，这是同类型诉讼中最大规模的股东和解之一。该诉讼实际上是在2020年，一家养老基金质疑特斯拉董事们于2017年开始获得的股票期权。还有一项独立诉讼仍在进行中，人们对埃隆的薪酬套餐提出质疑，因此这次董事会，包括拉里·埃里森，同意解决纠纷，以消除对他们自身和公司的诉讼风险。显然，由于这是一起代理诉讼，这项和解金将支付给特斯拉，以造福公司，这是有史以来最大的一次代理案件和解。或许最重要的是，董事们还同意在2021年、2022年和2023年不接受任何报酬，董事会将改变薪酬的确定方式。
For more on the legal front this time we have Tesla doing the suing of CAPXX over some battery technology stemming from the Maxwell technology deal. Tesla is arguing this Australian company is using its supercapacitors that are used for storing energy in EV batteries are infringing on two US patents owned by a Tesla subsidiary.
在法律方面的消息中，这次特斯拉对CAPXX提起了诉讼，涉及到一项来自于Maxwell科技交易的电池技术。特斯拉认为这家澳大利亚公司使用了其用于存储电动汽车电池中的超级电容器，侵犯了特斯拉附属公司拥有的两项美国专利。
You may remember Elon said Tesla will not sue anybody that in good faith wants to use their technology but this time around this lawsuit comes in response to a lawsuit CAPXX originally filed against Tesla subsidiary Maxwell Technologies in 2019. Tesla said Maxwell has a history of innovation that has resulted in its own patents now assigned to Tesla thus Tesla brings this suit against CAPXX to protect its IP rights. Tesla is asking the court for an unspecified amount of monetary damages.
你可能还记得埃隆曾表示特斯拉不会起诉任何出于善意想要使用他们技术的人，但这次诉讼是对CAPXX在2019年起诉特斯拉子公司麦克斯韦科技的回应。特斯拉表示，麦克斯韦科技拥有引入了自己的专利的创新历史，现已被分配给特斯拉，因此特斯拉对CAPXX提起此诉以保护其知识产权。特斯拉要求法院判决给予一定金额的经济赔偿，金额未具体指明。
It's interesting though because about two years ago Tesla sold a part of Maxwell to another company selling the supercapacitor part of the business because Elon said those were not required for electric vehicles Tesla actually retained the dry battery electrode tech from Maxwell. Summer 2021 Elon said it has required an immense amount of engineering to take Maxwell's proof of concept to high quality volume production and we're still not quite done. This is still somewhat true in 2023 as Tesla as far as we know doesn't have DBE yet worked out on both electrodes.
有趣的是，大约两年前，特斯拉将Maxwell的一部分出售给另一家公司，出售了超级电容器业务，因为埃隆说这对于电动车并不重要，特斯拉实际上保留了Maxwell的干电池电极技术。埃隆在2021年夏天表示，将Maxwell的概念验证技术转化为高质量大规模生产需要大量的工程工作，而且我们还没有完全完成。根据我们目前了解的情况，在2023年，特斯拉似乎仍然没有完全解决电池电极的干电池电极技术。
In case you're new DBE is a solvent free coating technology for the electrodes the anode and the cathode does not use any toxic chemicals also really reduces the complexities of the drying process getting rid of these huge ovens that cost a ton of money and take up a lot of space.
如果你是新手，DBE是一种无溶剂涂层技术，用于电极的阳极和阴极，不使用任何有毒化学物质，也极大地简化了干燥过程的复杂性，摒弃了昂贵且占用大量空间的巨型烤箱。
Back to the F-150 Lightning price cuts the base model has been cut 17% or around $10,000. Ford said it was able to cut prices following improvements in scale and battery raw material costs. Maybe that's true but I do find it interesting that those improvements seem to hit the market right around the same time Tesla Cybertruck goes into production. Looking at the price history for the base F-150 Lightning it opened at $39.99 did not stay there long at all. It went up as high as $59.99 and now we've essentially split the difference. All variants of the Lightning have been discounted between about $6,000 and $10,000.
福特F-150 Lightning回归定价降低了，其中基础款式降价了17%，约为10,000美元。福特表示，由于规模和电池原材料成本的改善，他们能够降低价格。也许这是真的，但我发现有趣的是，这些改善似乎恰好在特斯拉Cybertruck开始生产时进入市场。观察基础款式F-150 Lightning的价格历史，它最初是39.99美元，但没持续多久。它的价格一度上涨到59.99美元，现在我们基本上折中了。所有款式的Lightning都打了约6,000美元至10,000美元的折扣。
A GM EV assembly plant in Canada is shut down for a month due to battery shortages. This is where GM makes the bright drop cargo van and they said they're all out at all GM plans. They need batteries and it stems from a raw material bottleneck. The Cami plant has about 4 years of orders on the books and GM is building more batteries but it doesn't happen overnight. Workers are slated to return to work on July 31st. A director from Auto Forecast Solutions said a recent fire at one of GM's Altium plants may have impacted production.
由于电池短缺，加拿大的一家通用电气电动车装配厂关闭一个月。该厂是通用汽车制造亮滴货车的地方，他们表示通用汽车所有工厂都缺货。他们需要电池，这是由于原材料短缺导致的。卡米工厂的订单预定已经排到了4年，通用汽车正在建造更多电池，但这不可能一夜之间完成。工人们计划在7月31日恢复工作。汽车预测解决方案公司的一位主管表示，通用汽车一家Altium工厂最近的火灾可能会影响生产。
So yes, high demand for GM's Altium battery and limited production will shutter the plant despite strong sales. 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.
所以，尽管销售额惊人，但由于对通用汽车Altium电池的高需求和生产能力有限，该工厂将被关闭。你可以在Twitter上找到我，用户名是 Dylan Loomis22。希望你们有美好的一天。如果你喜欢这个视频，请给一个赞，同时非常感谢我的所有Patreon支持者。