500K Layoffs Looming & "Hostage" Situation / Historic EV Investments ⚡️
发布时间 2023-09-29 23:13:43 来源
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00:00 - Nice One, Jim
00:42 - Hyundai/Kia Spotted at SuC
2:01 - TSLA Stock
3:02 - V4 Italy
3:10 - eBay Sales Data
3:25 - Lower Solar + Powerwall Prices
3:37 - Alexandra on Chinese EV's and Tesla
6:54 - Tesla Detail
7:11 - Public Charging Issues
8:21 - Historic Investment 1
10:03 - EV Transition Threatened
11:37 - Historic Investment 2
13:29 - UAW Latest
19:03 - Tesla Raising Wages?
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中英文字稿 
Sean has been on the TV more than Jake at State Farm at this point. I've heard what he wants, but I've never heard him say once why he believes the UAW can be the competitive advantage to Ford. UAW is asking for substantially more pay than other auto workers. Okay, fine, but part of the discussion has to be how we work together to improve quality, reduce waste, lower absenteeism, and have greater flexibility. We need to have shared beliefs in a lean and respectful culture on our plant floor.
到目前为止，肖恩在国家农场这个地方出现在电视上的次数比杰克多。我听过他想要什么，但是我从来没有听过他说过他为什么认为UAW可以成为福特的竞争优势。UAW要求的工资比其他汽车工人要高得多。好吧，没问题，但讨论的一部分必须是我们如何共同努力改善质量、减少浪费、降低缺勤率以及提高灵活性。我们需要在工厂车间中有一种共同的信念，即持续改进和尊重的文化。
Welcome to Electrified, it's your host Dylan Loomis. So first up today we have a Reddit user that took some photos at a supercharger in San Clemente. Of Hyundai, Kia, and Genesis apparently doing a photo shoot at the supercharger. Given the fact that Hyundai and Kia are still holdouts for adopting the NACS, maybe this is a development. If you're thinking, well, maybe this is just an owner meetup of sorts in the comments the original poster did say he or she talked to the employees and they said they work for Hyundai. Plus the Hyundai headquarters is only about 20 minutes north of this location. Also, this is an EV9 which isn't even available yet, so seems like it's official employees. Side note, I just have to say it, I really like the look of this EV9. This would be a bit more significant because you may recall that Hyundai's Ionic 5 was the first vehicle using an 800 volt architecture on their new EGM-P platform. And then the Ionic 6 has this multi-alter fast charging 400 volt or 800 volt. As they say on their website, you can charge with either of those without having to adjust anything manually. Still, plenty of questions when it comes to how this will all work. V3, V4, 400 volt, 800 volt capabilities, onboard converters, and the like, but an announcement may be coming.
欢迎来到Electrified，我是主持人迪伦·卢米斯。首先，我们有一个Reddit用户在圣克莱门特的一个超级充电站拍了一些照片。照片上是现代、起亚和吉尼斯品牌的车辆，显然正在这个超级充电站进行拍摄。考虑到现代和起亚迄今仍未采用北美快速充电标准（NACS），也许这是一个新的发展。如果你在想，也许这只是车主见面的聚会，原帖评论中的楼主确实说他或她与员工交谈，员工们说他们在为现代工作。此外，现代总部距离这个地点仅有大约20分钟的路程。此外，这是一辆EV9，它甚至还没有上市，所以看起来是正式的员工。顺便说一句，我必须说，我真的很喜欢这辆EV9的外观。这可能更重要，因为你可能还记得，现代的Ionic 5是第一款在新的EGM-P平台上采用800伏特架构的车辆。然后Ionic 6有这个多电压快充400伏特或800伏特。正如他们在他们的网站上所说，你可以使用其中任何一种电压进行充电，无需手动调整任何东西。不过，在这一切如何运作方面还有很多问题，如V3、V4、400伏特、800伏特的能力，车载转换器等等，但可能会有一个官方公告。
We have a shockingly reasonable Tesla stock update from Canon Cordgenuity, kind of along the lines of what I would say ahead of the delivery numbers for Monday. Don't get too hung up on the delivery number, it's less relevant in this quarter. We're also still waiting for Cybertruck to hit the streets, possibly a fourth quarter 23 event. So much of the quarter over quarter decline expected this quarter is due to new product introductions, both of which are expected to impact the fourth quarter of this year. Which, as I've said before, should be setting up for an awesome quarter. A lot of those Model 3 Plus vehicles that were not able to be delivered in China were for export that may not deliver in Q3. The new products appear to have strong underlying demand, not to mention the UAW strike with positive implications, new Gigacast technology that could help margins, and an optimist robot that appears to be coming alive, our messages stay focused on the medium to long term, ignore potential downside volatility in the Q3 delivery number. A lot of good stuff happening at Tesla.
我们从坎农科迪尼纪（Canon Cordgenuity）那里得到了一个惊人合理的特斯拉股票更新，差不多是我会在周一的交付数字公布之前说的。不要对交付数字太过关注，因为在这个季度它的相关性较低。我们还在等待Cybertruck上市，可能是2023年第四季度的一项活动。本季度季度环比下降的很大程度上是由于新产品的推出，这两款产品都有望影响今年第四季度。正如我之前所说的，这将有助于打造一个出色的季度。许多那些无法在中国交付的Model 3 Plus车辆是为出口市场而生产的，可能无法在第三季度交付。新产品似乎有着强大的潜在需求，更不用说拥有积极影响的UAW罢工、新的Gigacast技术可能有助于提高利润以及一个乐观的机器人即将崭露头角。我们的信息侧重于中长期，忽略第三季度交付数字潜在的下行波动。特斯拉正在发生许多好事。
We have Esther reporting the first 100% V4 supercharger location is now live in Italy with 8 stalls. A quick one from MotorTrader talking about eBay Motors and their selling data for September. The fastest selling used car, the Tesla Model 3, averaging 17 days in stock, second place out of each on 20 days and the Mustang 21 days. Just in case you're in the market, Sawyer was reporting that in select areas, Tesla decreased the price of solar panel and power wall package by around 3.5%. Alexandra put together a great presentation talking about why the Chinese dominance is here to stay and the global market is going to be impacted and why Tesla continuing to lower the prices, focusing on affordability is so key to remaining relevant.
我们有Esther报道，意大利的第一个100% V4超级充电站已经投入使用，共有8个车位。来自MotorTrader的一个简短的消息提到eBay Motors以及他们九月份的销售数据。销售速度最快的二手车是特斯拉Model 3，平均库存时间为17天，收在第二位的是20天，Mustang则为21天。以防万一你正打算购买，Sawyer报道说在一些指定地区，特斯拉将太阳能电池板和Power Wall套餐的价格降低了大约3.5%。Alexandra做了一个很棒的演讲，讨论了为什么中国的主导地位将会持续下去，全球市场将会受到影响，以及为什么特斯拉继续降低价格，专注于价格的可负担性是保持相关性的关键。
Light vehicle sales for the last 22 years. As you can see on the bottom, India has been picking up the last two years, brings up this whole discussion should Tesla go to India does India have light vehicle sales, it is picking up. Japan is slightly decreasing. Europe is clearly decreasing. That's the Europe of the 29 nations. The United States had the bump in the middle of the financial crisis, but it's also going down again. And obviously the red line is China, China, China, China being the winner. So it's both the winner internally in China and exporting, which is their main advantage, which is the price gap. And I mean, I know that not all cars can be compared, but when you see these numbers, it is crazy. So they compared here the price in local currency of a car in Vietnam, in Thailand, in Mexico, in Australia, Indonesia, South Africa, Israel, Chile, Turkey, the UK, Norway and India, and at what price a comparable Chinese car started there. In Vietnam, it was 80% less expensive. In Thailand, it was 71% less expensive. So when you see these numbers, and they're still profitable at these levels, you know what's coming. And I mean, that's why I say what the heck about GM and Ford, because when that, when this happens in or outside of the US, we'll get into that in a second. There is nobody else in Tesla that can withstand this wave. There's just nothing that compares to this graph.
过去22年轻型车销售情况如图所示。正如你在底部看到的，印度在过去两年开始增长，这就引发了对特斯拉是否应该进入印度市场的讨论，因为印度的轻型车销售量也在增长。日本的销量略有下降，而欧洲则明显下降，这是指欧盟29个成员国的情况。美国在金融危机中出现了一个小波动，但现在也再次下降。而中国就是赢家，无论是在国内市场还是出口市场，中国都表现出众，这是他们的主要优势之一，即价格差距。我知道并不是所有的汽车都可以进行比较，但当你看到这些数据时，你会觉得非常惊人。因此，他们在这里比较了越南、泰国、墨西哥、澳大利亚、印度尼西亚、南非、以色列、智利、土耳其、英国、挪威和印度的当地货币购买一辆可比较的中国车的价格。在越南，价格便宜了80%。在泰国，价格便宜了71%。所以当你看到这些数字时，而他们的利润仍然达到这个水平，你会明白未来会发生什么。这就是为什么我对通用汽车和福特公司感到困惑，因为当这种情况发生在美国内外时，我们马上就会涉及此问题。在特斯拉中，没有其他人能够抵挡这股浪潮。没有任何东西可以与这个图表相提并论。
I would push back a bit on the Chinese profitability. It appears as though BYD may have turned the corner to actual profitability. In the event you take away the Chinese subsidies, but as far as I can tell, for other competitors like Neo and some of the other domestic Chinese automakers, I'm not sure that they are yet profitable without subsidies. And this slide paints the picture very well. So we have EVs driving up Chinese auto exports. We have annual figures. And then this is for the first half of this year. The blue is going to be the EV battery share. So it's shaping up to be 2021, 22 and 2023 with significant growth year to year and growth of EV exports. And when you take a look at the growth of Chinese car brands market share in different markets, looking at Italy specifically in 2021, it was 0.75%. Fast forward just two years and now it's over 4%. And we have similar figures in the UK, in Spain and Turkey. The big question remains if and when these Chinese brands enter these markets, the United States, Canada, Korea, Japan, what is going to happen. And I really liked what Alexander said about it's not really so much about GM and Ford. I think as Americans, we tend to focus on that a lot. But from a global perspective, it's really a lot more about the Chinese and what they're doing. Because over the next five to 10 years, those market share numbers will most likely only continue to grow quickly.
我对中国市场的盈利能力有些保留。BYD似乎已经开始实现真正的盈利了。尽管取消了中国的补贴，但据我所知，对于像Neo和其他国内的中国汽车制造商来说，没有补贴他们可能还没有盈利。这张幻灯片非常清楚地展现了这种情况。所以我们看到电动汽车推动中国汽车出口增长。这是年度的数据。这是今年上半年的数据。蓝色代表的是电动汽车电池份额。因此，从年度增长和电动汽车出口增长来看，2021年、2022年和2023年将出现显著增长。当我们看中国车品牌在不同市场的市场份额增长时，特别是在2021年的意大利市场，占比为0.75%。再往前推两年，现在已经超过4%。在英国、西班牙和土耳其等国家，我们也有类似的数字。一个重要的问题是，如果和何时进入这些市场，美国、加拿大、韩国和日本会发生什么。我非常喜欢亚历山大所说的，这与通用和福特并不是十分相关。作为美国人，我们往往非常关注这一点。但从全球的角度来看，更多关注的是中国及其所做的事情。因为在未来的五到十年中，这些市场份额很可能只会继续快速增长。
Sometimes it really is the small things and attention to detail that can make a world of difference. I've shared this video of the keypad appearing in slightly different places on the Tesla screen. So the fingerprints when you tap in your code does not seem obvious. This article from the telegram really highlighted some of the challenges with the public supercharging market right now. What we have here is a station with EV go chargers that ultimately failed. The company said it wanted to upgrade the chargers but could not because it needed permission from the state transportation officials. The state actually owned the equipment. This is a location with EV chargers and the infrastructure already set up. Now we have Guardian signing a $341,000 contract with the state transportation department to supply the chargers. Once the work starts, it should take up to eight weeks for installation. And if you remove that aspect of actually connecting to the grid, which can typically be the longest, Tesla can actually install a supercharger site in around one week. Just a reminder that when you have the state involved in multiple third parties, it really bogs down the entire process. People lose sight of who's responsible for simple things like maintenance and upgrades. Whereas when you have Tesla owning and operating its supercharger locations, it's much, much easier.
有时候确实是一些细小的事情和对细节的关注可以产生巨大的差异。我分享了一段关于特斯拉屏幕上的键盘出现在稍微不同位置的视频。所以当你输入密码时，指纹并不明显。电报上的这篇文章真正强调了目前公共超级充电市场面临的一些挑战。我们这里有一个最终失败的配有EV go充电桩的站点。该公司表示想要升级充电桩，但由于需要获得州交通部门的许可，因此无法升级。该设备实际上是由国家所有的。这个位置已经配备了EV充电桩和基础设施。现在我们有Guardian与国家交通部签订了一份341,000美元的合同，为充电桩提供设备。一旦工程开始，按照计划需要8周进行安装。如果抛开实际与电网连接的部分（通常是最耗时的），特斯拉实际上可以在大约一周内安装一个超级充电站。这只是一个提醒，当多个第三方与国家机构参与时，整个过程会变得非常复杂。人们会失去对维护和升级这样简单事物的责任感。而当特斯拉拥有和运营自己的超级充电站时，就容易得多。
From the New York Times, Quebec is putting up a significant amount of money trying to match the United States with the inflation reduction act. And they were successful this time around for a new battery factory with North Volt. North Volt will invest $5 billion in the factory, which will employ as many as 3000 people and be among the largest battery plants in North America when it starts production in 2026. This factory in Quebec will be North Volt's first outside of Europe, and it marks the largest private investment in the Canadian province's history.
根据《纽约时报》的报道，魁北克正在投入大量资金，试图与美国的通胀削减法案保持一致。这次他们在与北伏特公司建立一座新的电池工厂方面取得了成功。北伏特将投资50亿美元兴建这座工厂，预计在2026年开始生产时将雇佣多达3000名员工，并成为北美最大的电池工厂之一。这个位于魁北克的工厂将成为北伏特公司在欧洲以外的第一个工厂，也标志着加拿大省份历史上最大的私人投资。
Capacity set to be 60 gigawatt hours with adjacent facilities for cathode active material manufacturing and battery recycling. Construction on the building is expected to begin by the end of this year. The company also plans to house its North American headquarters in Montreal. North Volt currently makes and distributes its batteries from Sweden, and of course they did say that the inflation reduction act influenced their decision to set up shop there. They're saying this site will occupy an area equivalent to 318 football fields.
产能设定为60千兆瓦时，附设阴极活性材料制造和电池回收的设施。该建筑预计将在今年年底开始建设。该公司还计划将其北美总部设在蒙特利尔。North Volt目前从瑞典生产和分销其电池，当然他们也表示通货膨胀减少法律对他们决定在那里设立工厂产生了影响。他们表示该工地将占地相当于318个足球场。
Canada and Quebec have committed to providing North Volt with production support to match the IRA's advanced manufacturing production credit in the US, $35 per kilowatt hour. They did say though the operating support provided will only be available for as long as the US IRA incentives remain in effect. When it comes to the specific batteries they'll be making here, everything I'm finding is very vague. Just talking about a variety of components and materials, but they did mention NMC Chemistry Lithium ion cells from recycling.
加拿大和魁北克已经承诺支持北伏特公司的生产，以匹配美国IRA的先进制造生产信贷，即每千瓦时35美元。不过，他们提到提供的运营支持仅在美国IRA激励政策有效期内可用。至于他们将在这里生产的具体电池，我找到的信息非常模糊。只是提到了各种组件和材料，但他们确实提到了从回收中获得的NMC化学锂离子电池。
Fun fact, North Volt was actually founded by a former Tesla Vice President Peter Carlson. This was an interesting one. We have the Alliance for Automotive Innovation reaching out to NHTSA saying that their proposed regulation for fuel standards are going to hinder the transition to electric vehicles. Basically by distracting automakers saying they're going to have to focus too much on ICE vehicles to actually make any progress with EVs. A rep from the Alliance said NHTSA's regulations mark an unprecedented rate of change, which call for fuel efficiency to increase 8% per year for cars and light trucks for 24 and 25 model years and 10% in 2026.
有趣的是，North Volt实际上是由前特斯拉副总裁Peter Carlson创立的。这是一个有趣的事实。我们有汽车创新联盟向美国国家公路交通安全管理局(简称NHTSA)提出要求，表示他们提出的燃料标准法规将阻碍向电动汽车的转型。基本上，通过分散汽车制造商的注意力，让他们认为他们必须过于关注内燃机车辆，以至于无法在电动汽车方面取得任何进展。联盟的一位代表表示，NHTSA的法规标志着一个前所未有的变化速度，要求24和25车型年的轿车和轻型卡车燃油效率每年提高8％，2026年提高10％。
Saying NHTSA's proposal exceeds maximum feasibility and it could make it difficult for automakers to balance efficiency improvements to ICE vehicles with investments in EVs. Another way to put it, it would distract manufacturers attention and resources from the EV transition. The number of non-compliant vehicles and manufacturers projected exceeds reason and simply put will increase cost to the American consumer with absolutely no environmental or fuel savings benefits.
说NHTSA的提议超出最大可行性，并且可能会使汽车制造商难以平衡对内燃机车辆的效率改进和对电动汽车的投资。换句话说，这将分散制造商的注意力和资源，使其无法专注于电动汽车的过渡。预计不符合要求的车辆和制造商数量超出了合理范围，简单地说，这将增加美国消费者的成本，却没有提供任何环境或燃料节省的好处。
Naturally, there's some pushback from environmental groups and one representative said the agency, NHTSA, should be looking at the limits of possibility rather than the limits of automaker ambition. Of all of the concerns out there that the Alliance could have when it comes to OEMs effectively transitioning to EVs, I personally did not have the fuel requirements being stricter as one of the top concerns. With that said though, honestly, I think there is a point there somewhere.
自然而然，一些环境保护组织提出了一些反对意见，其中一位代表表示，NHTSA（美国国家公路交通安全管理局）应该考虑可能性的限制，而不是汽车制造商的野心限制。在涉及汽车制造商有效转向电动车的所有问题中，个人认为燃料要求更加严格并不是头等大事。尽管如此，老实说，我觉得这里面确实有一些道理。
More spending, the United States weighing a record $1 billion loan for a lithium mine in Nevada, specifically Thacker Pass. The Biden administration and Lithium America's Corp are negotiating terms of an agreement that would fund more than half of the cost for the Thacker Pass mine in Nevada. If this goes through, this would be the largest ever loan awarded to a mining company through the Department of Energy. This project has been pegged as one of the most promising opportunities in the United States. Clearly not a done deal but would turn out to be a major deal when it comes to domesticating our US supply chain.
美国正在考虑向内华达州的Thacker Pass锂矿提供创纪录的10亿美元贷款，增加开支。拜登政府和Lithium America's公司正在就一项协议的条款进行谈判，该协议将资助Thacker Pass矿井项目超过一半的成本。如果成功达成协议，这将是美国能源部向矿业公司发放的最大贷款。这个项目被认为是美国最有前途的机会之一。虽然仍未确定，但这将成为美国国内供应链归国的重大事件。
If you go back, Lithium America's has been trying for more than a decade to get production going at the Thacker Pass claim mine in Nevada. And GM would be loving this one if this project could finally get moving because they do have a hand in this deal. That's because GM invested $650 million in Lithium America's to help it develop its Thacker Pass mining project, which holds enough battery metal to build 1 million EVs every year.
如果你回过头来看，Lithium America在过去十多年中一直在努力推动内华达州Thacker Pass矿区的生产。而如果这个项目最终能够前进，通用汽车将会非常高兴，因为他们也参与了这笔交易。这是因为通用汽车投资了6.5亿美元在Lithium America，帮助其开发Thacker Pass矿业项目，该项目拥有足够的电池金属，每年可造出100万辆电动汽车。
Lithium America's aims to extract Lithium at Thacker Pass from a large clay deposit, something that has never been done before at commercial scale. Earlier this year, Lithium America said they planned to build several processing facilities at the site, including a plant to produce 3,000 tons per day of sulfuric acid used to extract Lithium from the clay. You may be making the connection that Tesla is looking to do something similar but without any acid. Tesla's supply for the next 5 to 10 years of everything is pretty much set.
利锂美洲的目标是在塞克帕斯淘金大型粘土矿床中提取锂，这在商业规模上从未实现过。今年早些时候，利锂美洲表示计划在该地建造多个加工设施，其中包括一个每天生产3000吨硫酸的工厂，用于从粘土中提取锂。你可能会联想到特斯拉也有类似的计划，但没有使用任何酸。特斯拉未来5至10年的供应基本上已经确定。
They've been many steps ahead for a long time, but we really need all of these deals to fall right for companies like Ford and GM to have a chance of making it through this transition without getting bailout money from the government. Speaking of, the UAW strikes are expanding today.
他们很久以来一直领先了许多步骤，但我们确实需要所有这些交易顺利进行，以使像福特和通用汽车这样的公司有机会在这次转型中不依赖政府救助金度过。说到这个，美国汽车工人工会的罢工今天正在扩大。
This week though, Stellantis will be spared a further strike. GM and Ford? Not so lucky. Stellantis was spared after last minute concessions. The strike now expanding to Ford and GM assembly plans covering about 7,000 workers. The total number of workers on the picket line is around 25,000 or roughly 17% of the Union's 146,000 members. At the big 3.
这周，Stellantis能够幸免于进一步的罢工，但是GM和福特并没有这么幸运。Stellantis在最后一刻作出了一些让步而幸免于罢工。现在罢工已经扩大到覆盖大约7,000名工人的福特和GM组装计划。目前罢工队伍的总人数约为25,000人，占工会146,000名会员的大约17%。这个情况发生在三大汽车制造商。
The UAW though, still saving the best for last, this expanded strike is still avoiding pickup trucks. But this one will impact the Ford Explorer and the Lincoln Aviator SUVs, as well as a GM plant that makes the Chevy Traverse and the Buick Enclave. Fane said despite our willingness to bargain, Ford and GM have refused to make meaningful progress. Contrary to what we heard last week about Ford making meaningful progress.
尽管如此，美国汽车工人联合会（UAW）依然保留着最后那最佳选择，并且这次扩大化的罢工仍然避开了皮卡车。不过，这次罢工将会影响到福特探险者和林肯领航员SUV以及一家制造雪佛兰TRAVERSE和别克昂克雷的通用汽车工厂。费恩表示，尽管我们愿意进行谈判，但福特和通用汽车拒绝进行有意义的进展。这与我们上周听到的福特正在取得有意义的进展的说法相反。
The new crux of the situation this week, Ford said the two sides are close on wages and benefits, but Farley said the UAW's demands on the battery plant workers would have a devastating impact. Farley also warned suppliers are on a knife's edge as a result of the strike and if it continues as many as 500,000 supplier employees could be laid off. GM then said calling more strikes is just for the headlines, not real progress. The progress Stellantis made was around cost of living allowance payments, as well as the right to strike over product commitments and plant closures. Fane said we are excited about this momentum at Stellantis and hope it continues.
这周的最新焦点是，福特表示在工资和福利方面，双方已经接近达成一致，但法利表示UAW对电池工厂的要求将产生毁灭性影响。法利还警告称，供应商因罢工而处于极度危险的境地，如果罢工继续下去，多达50万供应商员工可能被裁员。通用汽车随后表示，发起更多罢工只是为了制造新闻头条，而非真正取得进展。斯特兰蒂斯取得的进展主要体现在生活津贴支付以及对产品承诺和工厂关闭的罢工权利上。范恩表示我们对斯特兰蒂斯目前的势头感到兴奋，并希望能够持续下去。
Ford typically makes about 5700 vehicles every week at a Chicago plant and GM's plant is around 3600 cars per week. So global data estimates the strike has cost 4,000 vehicles and lost output compared with 15.4,000 for GM and 12.9,000 forced Atlantis. The longer this goes on, the lower inventory will be available at dealers in the months ahead and even if demand stays the same, most likely the prices will go up as the dealers run out of inventory, which could lead to higher prices and then a slowdown further in demand.
福特汽车公司通常在芝加哥的工厂每周生产约5700辆车，而通用汽车的工厂每周大约生产3600辆车。因此，全球数据估计此次罢工已经导致4000辆车的损失和产量下降，相比之下，通用汽车损失了15.4万辆车，而强制停产的亚特兰蒂斯汽车损失了12.9万辆车。罢工时间越长，经销商未来几个月的库存将会更低，即使需求保持不变，很可能价格会上涨，因为经销商的库存耗尽，这可能导致价格上涨，进而进一步减少需求。
We've been there since 1995 and I went 12 years without a raise and that was before 2009 and then we gave up everything in 2009 to help our companies survive. And it's all these years later and it's time to just get a little bit back. We just want coal to back. We want to raise. We just want what's, you know, our fair share. We have pretty much lost domestic production in our country for small cars. It's gone forever. A bad deal with threatened now, mid-size and much more expensive, larger vehicles like escape and explore. We'd have to choose to cut future investments in those products. We structure and reduce our headcount throughout the company, including UAW workers.
自1995年起，我们一直在这里工作，我连续12年没有加薪，那还是在2009年之前。然后在2009年，我们放弃了一切来帮助我们的公司生存下来。现在这些年过去了，是时候稍微得到一些回报了。我们只是想要应得的回报，我们想要加薪。我们只是希望得到我们公平份额的收入。我们国家的小型汽车生产基本上已经失去了。这永远消失了。与此同时，与逃逸和探险等更昂贵的大型车辆签订了一项糟糕的交易，现在正在威胁到中型车的生产。我们将不得不选择削减对这些产品的未来投资。我们将对所有部门进行组织结构和裁员，包括美国汽车工人工会（UAW）的员工。
What's really frustrating is that I believe we could have reached a compromise on paying benefits. But so far, the UAW is holding the deal hostage over battery plants. Keep in mind these battery plants don't exist yet. They're mostly joint ventures. They've not been organized by the UAW yet because the workers haven't been hired and won't be for many years to come. They won't scale until the next contract and I need to be clear about one thing because the UAW is scaring our workers by repeating something that just is factually not true. None of our workers today are going to lose their jobs due to our battery plants during this contract period or even beyond this contract. In fact, for the foreseeable future, we will have to hire more workers as some workers retire in order to keep up with the demand of our incredible new vehicles, for profit margins or thin and not at record levels. But we should all want strong profits because they would lead to record profit sharing and record investments in the future in innovation and growth and especially jobs.
真正令人沮丧的是我相信我们本可以在支付福利方面达成妥协。但到目前为止，UAW（美国联合汽车工人工会）因为电池工厂问题而扣下了这项协议。请记住，这些电池工厂还不存在，它们大多是合资企业。目前UAW尚未组织这些工厂，因为工人尚未被雇佣，而且未来几年内也不会雇佣。在下一份合同之前，它们不会扩大规模。我需要明确一件事情，因为UAW重复它们事实上并不正确的说法，他们在吓唬我们的工人。在这份合同期间，甚至在此之后，我们今天的工人不会因为我们的电池工厂而失去工作。事实上，在可预见的未来，我们将不得不雇佣更多的工人，因为一些工人退休了，以满足我们惊人的新车辆需求，而利润率并不高，并没有创纪录的水平。但我们都应该希望有强大的利润，因为这将带来创纪录的利润分享和创纪录的投资，用于未来的创新、增长和就业。
And I want to say a few words about EVs. They become a political football and that's a shame. Tesla's become the most valuable auto company in the world, has ever seen. And they're profitable and they're growing. Our customers love their EVs. They're new to our brand and they're going to be blown away at our next generation EVs.
我想说一些关于电动汽车的话。它们变成了政治工具，这真是令人遗憾。特斯拉已经成为世界上市值最高的汽车公司，这是前所未有的。而且他们盈利且不断发展。我们的客户热爱他们的电动汽车。他们对我们品牌的新一代电动汽车将会感到惊叹。
I've also seen folks out there saying that none of the battery plants have anything to do with the UAW, but as far as I can tell, that is not true. We have this deal that happened earlier this year between the UAW and GM's Altium plant. The UAW announced union workers at Altium cells, a joint venture between GM and LG, want to break through agreement to immediately raise wages by $3 to $4 an hour, as well as back pay.
据我所看到，也有人声称这些电池厂与美国汽车工人联合会（UAW）无关，但据我了解，这是不正确的。今年早些时候，UAW与GM的阿尔提姆工厂达成了一项协议。UAW宣布阿尔提姆工厂的工会工人，这是GM和LG的合资企业，希望通过协议立即提高每小时工资3到4美元，并支付拖欠工资。
Skipping to the bottom, workers at Altium cells won their union in a landslide vote, 710 to 16 December of last year, becoming the first in the nation to successfully unionize at a large battery cell production plant. Honestly, it's a pretty tough spot because the UAW wants to loop in these future battery plants from companies like Ford, but Ford doesn't even have concrete plans and I'm sure in the background does not want these plans to be unionized. Then when you layer in any IRA credit uncertainty and foreign entities of concern, it's just such a convoluted, confusing situation. So we'll see what happens.
去年12月，Altium公司的工人以惊人的710票对16票赢得了工会的支持，成为国内首批在大型电池生产工厂成功组织工会的工厂。坦率地说，这是一个相当棘手的问题，因为美国汽车工人联合会（UAW）希望把这些未来的电池工厂（如福特公司）也纳入工会组织，但福特甚至还没有具体计划，而且我可以肯定，福特公司在背后并不希望这些计划成为工会组织。此外，还存在着IRA信用的不确定性和外国利益相关方的问题，造成了非常错综复杂的局面。所以我们拭目以待，看看会发生什么。
And finally, how are GM and Ford going to compete? They already have a $65 an hour labor cost where Tesla's is 45 to 50. Will they be successful in bringing Tesla's up? Because otherwise their cost is about to go even higher. We think their cost will increase. This is naturally going to happen, not only across Tesla, but probably across the transplant. And I think this is naturally the case. Can they unionize? We've noted in the past it's been a tougher effort by the UAW, but in that in part has been because Tesla has benefited from paying its employees with stock comp with the stock now where it is. That may not be the same types of benefits in the future. So wages are going to go up at Tesla.
最后，通用汽车和福特将如何竞争？他们的劳动力成本已经达到每小时65美元，而特斯拉的成本在45至50美元之间。他们能成功提高特斯拉的成本吗？否则，他们的成本将进一步增加。我们认为他们的成本将会增加。这当然将会发生，不仅是在特斯拉，可能在跨国公司也是如此。我认为这是自然而然的情况。他们能组织工会吗？我们过去指出过，美国汽车工人联合会（UAW）一直在努力争取组建工会，但其中一部分原因是特斯拉通过给员工支付股权报酬而受益，而现在股价已经上涨。未来可能不会有同样类型的福利。因此，特斯拉的工资将会上涨。
As I said on X so earlier today, I'm not so sure I agree with Mr. Levy from Barclays. Hope you guys have a wonderful and a safe weekend. Please like the video if you did. You can find me on X linked below and a huge thank you to all of my Patreon supporters. Thank you.
正如我今天在X上所说的，我并不确定我同意巴克莱的莱维先生的观点。希望你们周末愉快且安全。如果喜欢这个视频，请点赞。你可以在下方找到我的X链接，并向所有赞助我的Patreon粉丝表示衷心的感谢。谢谢。