Tesla's Expansion: Not What You Think / Ford Begs for Help / VW's EV Admission ⚡️

Hey Joe, well Tech Giant by Do has a fleet of 500 Robotaxes already in the city of Wuhan and this week the company announced that it plans to expand that to 1,000 fully self-driving Robotaxes by the end of this year. But not everyone can ride, but notice pops up and warns no young children, pregnant women, elderly, the infirm or anyone with a bad heart. I'm in the right part of town to get the service, but the ab says that I need to walk about 100 feet to get to the closest station to board the Robotaxes. The trip costs about $3 and thanks to steep discounts, that's about the same as a regular taxi. We got one and it's coming in 15 minutes. So here's the Robotaxes, but there's a driver inside. The staffer told us to catch an unmanned cab, we needed to go to another pickup point, less than half of the taxis still come with safety personnel.

嘿乔，嗯，杜科技巨头在武汉市已经拥有一支由500辆自动驾驶出租车组成的车队，而这周公司宣布计划到年底将其扩展至1,000辆完全自动驾驶的出租车。但并不是每个人都可以乘坐，有一个通知弹出并警告说不能搭载年幼的孩子、孕妇、老年人、体弱者或任何心脏有问题的人。我在市区的正确位置来享受这项服务，但广告上说我需要步行约100英尺才能到达最近的站点搭乘自动驾驶出租车。这趟车的费用大约为3美元，由于有着大幅折扣，这跟普通出租车的价格差不多。我们预订了一辆，它将在15分钟内到达。所以这就是自动驾驶出租车，但里面确实有一个司机。工作人员告诉我们要搭乘无人驾驶出租车，我们需要去另一个接送点，仍然有不到一半的出租车配有安全人员。

We did. And another showed with another assistant. Finally, we got one without a human. Wait, no one is inside except for us. The Baidu Robos service is 24-7. From the time that we first called for an unmanned cab, Joe, it took us four hours before we actually got the cab. But once we were in it, it actually works. Yeah, so it's obviously not camera only. So my assumption is that it would be Lidar just because there are now six generations of these cars. And Baidu is working with different car manufacturers, all local, to be able to bring the price down.

我们打电话了。另一个显示了另一个助手。最后，我们得到了一个没有人的。等等，除了我们以外没有其他人在里面。百度Robos服务是24/7的。从我们第一次打电话要求无人出租车，乔，我们花了四个小时才真正得到出租车。但一旦我们坐上去，它确实运行。是的，所以很明显不仅仅是摄像头。所以我的假设是它可能是激光雷达，因为现在有六代这样的汽车。百度正在与不同的本地汽车制造商合作，以降低价格。

In fact, this week, they announced the sixth generation of their car and they said that they can now sell it for $28,000 per car, which is less than half of what they were selling the previous generations. Welcome to Electrified. It's your host, Dylan Loomis. So first up today, Giga Berlin has one approval for expansion. The problem is there's plenty of confusion around what has actually been approved. Thanks to all of the protests, as of late, the meeting took place under police protection. Just to show you the type of people Tesla is dealing with at Giga Berlin, one of the people opposed to the expansion said, I can assure you that you will no longer have a good life here as a municipal representative if you agree today to the expansion.

事实上，本周他们宣布了他们汽车的第六代，他们表示现在可以每辆车以28,000美元的价格出售，这是前几代售价的不到一半。欢迎收听《电气化》。我是主持人迪伦·卢米斯。首先，吉加柏林获得了一项扩建的批准。问题在于，关于实际获得批准的内容存在很多混淆。由于最近的抗议活动，会议在警方保护下进行。只是为了向您展示特斯拉在吉加柏林面临的人群，其中一位反对扩建的人表示，我可以向您保证，如果您在今天同意扩建，作为市政代表在这里将不再有好日子过。

This article says this work will be supplemented by 40,000 employees, which would be up from the roughly 12,000 employees at Giga Berlin now, and potentially 2 million units of annual capacity in the future. During the meeting, though, they confirmed the current installed capacity still sits at 500,000 per year. There were 19 people that were able to vote, 11 of the 19 voted yes to the urban development contract, and the same number voted in support of Tesla's expansion. Andre Tereg, the plant manager of Giga Berlin added some context on X. Playing were extremely pleased the Municipal Council approved development plan number 60 for the Service and Logistics Center. The revised plan will preserve more than 70 hectares of forest, and as a result, we had two abandoned projects that were originally planned as part of the expansion.

这篇文章说这项工作将由4万名员工增补，这将比Giga Berlin目前的大约1.2万名员工增加，未来可能达到年产能200万台。然而在会议上，他们确认目前的装机容量仍然为每年50万台。有19人有投票权，其中19人中有11人投票赞成城市发展合同，同样的人数也投票支持特斯拉的扩张。Giga Berlin工厂经理Andre Tereg为X补充了一些背景信息。我们非常高兴市政委员会批准了服务和物流中心的发展规划第60号。修订后的规划将保留70多公顷的森林，因此我们取消了两个原计划作为扩张的项目。

The development plan now enables the further expansion of a sustainable and environmentally friendly public infrastructure it creates the planning conditions for greater use of rail. The reduced truck traffic in the region and this approval has created planning security for medium and long term expansion. Those involved in the planning now have the necessary basis to plan and implement the transport projects in detail. Notice here how there's nothing about actual vehicle production capacity. As one would come to expect at this point, those that were opposed to this expansion are now already talking about bringing a lawsuit. I would also add, Tesla is not totally in the clear here as the Ministry of Environment still has to approve the separation of the property from the landscape protection area and the Otterspre district must grant the requested exemption in accordance with the Water Resources Act. Only then can Tesla begin clearing the land.

发展计划现在使可持续且环保的公共基础设施进一步扩大，为更大程度利用铁路创造了规划条件。该地区的卡车交通减少，这一批准为中长期扩张创造了规划保障。参与规划的人现在有了必要的基础来详细规划和实施交通项目。请注意，这里并没有关于实际车辆生产能力的内容。正如人们所期待的那样，那些反对这种扩张的人现在已经开始谈论提起诉讼。我还要补充的是，特斯拉在这里并不完全没问题，因为环境部门仍需批准将该物业与风景保护区分隔开，奥特斯普尔区必须根据水资源法规批准所请求的豁免权。只有在那之后，特斯拉才能开始清理土地。

So the gist of this expansion really has to do with a freight station and a logistics area allowing Tesla to transport more vehicles via rail rather than truck. Despite many people now saying this expansion is approving Tesla for 2 million units of capacity as far as we know that is not the case with this vote today. Just to confirm, here's a German source talking about this plan number 60 that we just saw Andre Tereig reference. We have the preservation of 70 hectares, check, some state roads and a freight yard, check and finally another frequently made claim that plan number 60 was for increasing production capacities must also be rejected. This was never the goal of the planning. It was simply a matter of creating additional storage and logistics space as well as the possibility of accommodating employee relevant facilities.

这次扩建的重点实际上与一个货运站和一个物流区有关，这将使特斯拉能够通过铁路而不是卡车运输更多的汽车。尽管很多人现在都说这次扩建批准了特斯拉增加200万辆汽车的产能，据我们所知，今天的投票并非如此。为了确认，这里有一份德国消息来源谈到我们刚刚看到的André Tereig提到的60号计划。我们拥有70公顷的保护区域，通过，一些州道和一个货场，通过，最后，一个经常提出的说法，即60号计划是为了增加生产能力，也必须被驳回。这从未是规划的目标。这只是为了创造额外的储存和物流空间以及提供员工相关设施的可能性。

The latter facilities are now completely eliminated as part of the compromise. Plus the freight station and heavier use of rail won't just be for outbound vehicles but they could also use that for inbound supplies as well freeing up the local roads. Not only that but it should lead to much less pollution as well. The reality of the situation is right now Berlin just does not need increased production capacity. On Tesla's Q1 deck Berlin is listed at over 375,000 units. Earlier this year in February we learned that Giga Berlin produced 6,000 modellis in one week that was most likely just a burst rate, nothing that they were sustaining, doing the math over 50 weeks per year that's 300,000 units per year. Even if you use the most recent burst rate throughout the entirety of the year that's still only 80% of the listed annual capacity. And for further evidence that was likely just a burst rate if you look at Troy Test likes tables for production in 2023 from Berlin the total number for the year was 200,000.

后者设施现已完全被取消，作为妥协的一部分。此外，货运站和更加密集的铁路使用不仅仅是为了出站车辆，也可以用于进站供应，从而减少对当地道路的占用。不仅如此，这也应该会减少污染。事实是，现在柏林仅仅不需要增加生产能力。在特斯拉的一季度报告中，柏林的产量超过了375,000台。今年二月，我们了解到Giga Berlin在一周内生产了6,000辆车，这很可能只是一个爆发率，而不是持续性的产量。以一年50周计算，这是每年30万台。即使你用最近的爆发率来计算整年的产量，仍然只是列出的年产能的80%。此外，进一步证据表明这很可能只是一个爆发率，如果你看特洛伊测试中有关2023年柏林生产的表格，整年的总产量为20万。

Then looking at quarter one of this year Troy had 47,000 units of production from Berlin. So even with growth from Giga Berlin for the remainder of this year they're still likely to come in well under 300,000 units produced. Now yes it's absolutely true that Elon has said the following. I think it makes sense to produce the semi-truck in Europe at Giga Berlin. He has also said the model too will definitely come to Berlin in the long term. Down the line it is likely that Tesla will at some point push for a greater production capacity for the factory and need to go through all of the approvals but right now Tesla doesn't really need that extra capacity. We've been over this many times already but just a fact to keep in your mind Tesla manufacturing said at Giga Berlin they recycle up to 100% of the factory processed wastewater and using just 1.8 cubic meters per Model Y far below the industry average of 3.7 cubic meters.

然后看看今年第一季度，特洛伊从柏林生产了47,000辆单位。所以即使吉格柏林今年剩下的时间里有增长，他们仍然很有可能生产的单位远远不到300,000辆。现在当然，埃隆确实说过以下话。我认为在吉格柏林生产半挂车是有道理的。他还表示在长期内Model 2也肯定会来到柏林。未来很可能特斯拉会推动工厂的生产能力，并需要通过所有审批，但现在特斯拉并不真的需要额外的产能。我们已经讨论过很多次了，但请记住特斯拉制造在吉格柏林回收了工厂处理废水高达100%，每辆Model Y只使用1.8立方米，远低于行业平均水平3.7立方米。

Because I know you're all wondering wait a minute what about the treehouse protestors well for now they've been allowed to stay by the Berlin Brandenburg higher administrative court. This was after the police filed a complaint about the treehouse camp. However the court rejected that complaint and ruled in favor of the Tesla treehouse protestors camp. Their protest was initially supposed to last until May 20 but some of their representatives recently said they plan to extend that. And according to drive green on X Giga Berlin's Model Y has been fully upgraded to hardware 4. I gotta be honest if you're not using a VPN in 2024 you're unnecessarily leaving yourself open to targeting and tracking that can be so easily avoided. Even Elon is out here talking about how easy VPNs are to use and as censorship grows around the world it would be wise to familiarize yourself with all the benefits of a VPN like Surfshark the sponsor of this video. It was a few years ago now that I saw Matt Farrell from Undecided recommend Surfshark and given how much time I spent online I looked into it and I realized it was a no brainer given how affordable it is.

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In more tariff news the Biden administration will announce a 25% tariff on Chinese made synthetic graphite later this month to be imposed in stages over the next two years. EV and battery makers favor synthetic graphite made from a derivative of oil because its quality is more consistent than that of the natural version. Both the tariffs on natural and synthetic graphite would take effect in stages reaching 25% in 2026.

在更多关税消息方面，拜登政府将于本月晚些时候宣布对中国制造的合成石墨征收25%的关税，该关税将分阶段在未来两年内实施。电动汽车和电池制造商偏好使用石油衍生物制造的合成石墨，因为其质量比天然版本更加稳定。天然石墨和合成石墨的关税都将分阶段生效，到2026年达到25%。

As it stands now Chinese companies process about 69% of the world's synthetic graphite which is used in some two thirds of the world's EV batteries. Dating back to the Trump administration the US has exempted synthetic and natural graphite from tariffs imposed on most Chinese goods the result of lobbying by EV makers including Tesla that said there was almost no other source for the material. The Biden administration has extended that exemption four times.

目前，中国公司加工了全球约69%的合成石墨，用于约三分之二的全球电动汽车电池。回顾特朗普政府时期，美国免除了对大多数中国商品征收的关税，包括合成石墨和天然石墨在内，这是电动汽车制造商（包括特斯拉）游说的结果，他们表示几乎没有其他来源提供这种材料。拜登政府已经将这种豁免延长了四次。

Two years for these tariffs to kick into full effect may seem like a long time but given that the US graphite market is really starting from scratch both for natural and synthetic that's not much time at all. You may have heard of Novonix they have a factory in Tennessee and they're supposed to begin supplying Panasonic who also supplies Tesla with synthetic graphite by the end of this year. Don't forget Sera Resources which is an Australian producer does have a supply deal with Tesla.

这些关税需要两年时间才能完全生效，这可能看起来很长，但考虑到美国石墨市场实际上是从零开始，无论是天然还是合成的，这实际上并不算太长。你可能听说过Novonix，他们在田纳西州有一家工厂，据说他们将在今年年底开始为Panasonic供应合成石墨，而Panasonic也供应特斯拉。别忘了澳大利亚生产商Sera Resources与特斯拉签订了供应协议。

At this stage it's nearly impossible to analyze how this will actually impact Tesla over the next two to five years but it's plain as day that the trade wars are in full effect between the US and China. Isaiah Simmons a linebacker for the New York Giants officially has one of the cleanest looking Cybertrucks out there. Now seems like as good a time as ever to remind everybody that it's pretty clear Tesla is going to sell significantly more than just 1000 Foundation series Cybertrucks.

目前几乎不可能分析这将如何影响特斯拉未来两到五年，但明眼人都能看出中美贸易战已经全面展开。纽约巨人队的线卫以赛亚·西蒙斯正式拥有一款外观最干净的Cybertrucks之一。现在似乎是时候提醒大家，特斯拉很明显将销售远远超过1000台Foundation系列Cybertrucks。

Unfortunately the court system in Sweden has now denied an appeal from Tesla. In the past we talked about how post-nord was refusing to deliver license plates for Tesla vehicles to Tesla's buildings. Tesla questioned if that was legal so they sued them. But a Swedish court ruled today that Tesla's appeal against a previous decision will be thrown out. The ruling indicates Tesla is not entitled to the plates.

不幸的是，瑞典法院系统现在已经否决了特斯拉的上诉。过去我们曾谈论过瑞典邮政拒绝向特斯拉车辆递送车牌到特斯拉建筑物的问题。特斯拉质疑这是否合法，于是他们起诉了对方。但是瑞典法院今天裁定，特斯拉针对之前裁决的上诉被驳回。判决显示特斯拉没有权利获得这些车牌。

A statement from the court, the general court does not have jurisdiction to hear the action brought by Tesla. It should come as a surprise to no one but VW admitted it will need more plug-in hybrids as EV sales decelerate. VW has also shelved its plans to seek outside investors for its battery unit and they scrapped plans for a $2.2 billion EV factory in Germany. Not only that but VW is selling so many combustion cars it's on track to overshoot its emissions allowance next year.

法院的声明表示，一般法院无权审理特斯拉提起的诉讼。大众承认他们将需要更多的插电混合动力车，因为电动汽车销售放缓，这应该不会让任何人感到意外。大众还搁置了为其电池部门寻求外部投资者的计划，取消了在德国建立一家22亿美元的电动汽车工厂的计划。不仅如此，大众销售的燃油车数量如此之多，以至于他们有可能在明年超出排放配额。

In response, Oliver Bloom is now asking regulators for leniency. Not only that but Bloom is striking partnerships with companies like Xpeng to win back young customers lost to BYD and Tesla. The problem for full EV fans is that all of these legacy OEMs are currently making money hand over fist with hybrids and almost all of them are planning more hybrids not less. We have Toyota out here making record profits so the demise of these legacy OEMs is going to be a lot later than I think many people were hoping for or expecting.

作为回应，奥利弗·布隆现在正在请求监管机构给予宽容。不仅如此，布隆还与小鹏等公司达成合作伙伴关系，以夺回年轻客户，这些客户曾被比亚迪和特斯拉所吸引。对于全电动车的粉丝们来说，问题在于所有这些传统汽车制造商目前都在大发利润，主要是通过混合动力车型，而且几乎所有公司都计划推出更多的混合动力车型，而不是更少。我们有丰田在此赚取创纪录的利润，因此我认为这些传统汽车制造商的衰亡将比许多人希望或预期的要晚很多。

Eventually there will come a time when the general public realizes that full EV is just the better powertrain because there's only one. But as we're learning right now the consumer needs more choices and with many of these legacy OEMs not building EVs at scale it's going to take time for those choices to get here. Following Tesla, Lee Otto is now going through an organizational restructuring and they just had their first price reduction for the first time in company history.

最终，总体公众会意识到全电动车只是更好的动力系统，因为只有一种选择。但现在我们正在学习的是消费者需要更多选择，由于许多传统OEM厂商尚未大规模制造电动车，这些选择需要时间才能到来。紧随特斯拉之后，李奥图现在正在进行组织重组，并且他们刚刚在公司历史上首次降低了价格。

Rather than calling them layoffs they said their optimization involves more than 5600 people or 18% of its workforce. As part of that it's smart driving team will be reduced to less than 1000 people. In 2023 Lee Otto delivered a total of 376,000 vehicles with a net profit over 11.8 billion yuan making it the third profitable NEV company after Tesla and BYD. 7.8 billion yuan is roughly 1.6 billion dollars. The cherry on top Lee Otto also lowered its sales forecast from 800,000 units down to 560 to 640,000. I do think Tesla's sales will recover in quarter 2 and throughout the remainder of the year but it is plain as day that globally there is a structural slowdown in demand for fully electric vehicles. Items like this I hesitate to even share because how much trust can we really pay for the legacy OEM plans for EVs if we've learned anything the past few years we can't put much trust at all in them. What we've really learned is any EV plans they make publicly are ultimately later drastically reduced.

他们表示，他们的优化措施涉及超过5600人，约占员工总数的18%，而不是称之为裁员。在此过程中，他们的智能驾驶团队将减少到不到1000人。2023年，李奥托交付了总共376,000辆车，净利润超过118亿元人民币，使其成为继特斯拉和比亚迪之后的第三家盈利NEV公司。78亿元人民币大约是16亿美元。更让人吃惊的是，李奥托还将其销售预测从80万辆降低至56至64万辆。我认为特斯拉的销售在第2季度和今年余下时间里会恢复，但全球范围内对全电动车的需求明显减缓是显而易见的。像这样的项目我甚至都不敢分享，因为如果我们学到了什么教训，那就是我们对传统汽车制造商关于电动车的计划能信任多少？我们真正学到的是，他们公开宣布的任何电动车计划最终都会被大幅削减。

But Honda plans to invest 65 billion dollars over the decade for EV and software development. That would double what they had planned as of 2022. Their confidence in having enough money for this spending lies in the profits generated by strong sales of hybrid vehicles. The money will go toward building EV factories and developing new models.

然而，本田计划在未来十年投资650亿美元用于电动车和软件开发。这将是他们原定计划的两倍。他们有足够的信心有足够的资金用于这笔支出，这是因为混合动力车销量强劲所产生的利润。这笔资金将用于建造电动车工厂和开发新车型。

Honda will also make a pair of roughly 12.8 billion dollar investments in software and battery procurement. Through these efforts Honda aims to cut battery costs by 20% by the second half of the 2020s it also plans to reduce production costs by 35% by building its dedicated EV plans in the near future. The company targets a 100% share of EVs and fuel cell vehicles in sales by 2040 globally. Honda is aiming to introduce 10 EV models by 2027. A separate article said Honda will also adopt large scale gigacasting. Honda will first use megacasting to produce battery cases for its EVs. After it masters that technique it'll apply megacasting to large cast aluminum body frame parts.

本田还将对软件和电池采购进行大约128亿美元的投资。通过这些努力，本田旨在到2020年代下半期将电池成本削减20%，同时计划通过未来建立的专用电动汽车计划将生产成本降低35%。该公司的目标是到2040年在全球销售中EV和燃料电池汽车份额达到100%。本田计划在2027年推出10款EV车型。另一篇文章称，本田还将采用大规模的巨型铸造技术。本田将首先使用巨型铸造技术生产其电动汽车的电池外壳。在掌握了这项技术之后，它将把巨型铸造技术应用到大型铝合金车身框架部件。

We've been talking about the Rush or Chinese EV makers to flood the European and global markets with their EVs is also in full effect. This Rush transportation of EVs from China to Brazil and Mexico began in March and will continue in June. Because of this shipping container prices for the China to Brazil route have risen between 4 and 6 fold since late March. The container only costs around $1,500 earlier this year and it's now well above $6,000. BYD is also accelerating construction of its plant in Brazil to tap the booming local market. And BYD confirmed its plans to build a new plant in Mexico. Unfortunately given the tariffs and elections and incentives and everything going on with public charging there is a lot of uncertainty around electric vehicles right now. Don't misunderstand me I'm not saying their long term isn't any sort of jeopardy but for the next 12 months it may be a tough scene for fully electric sales until some of these things actually settle. As always it should go without saying but interest rates staying higher for longer is definitely not going to help in the US.

我们一直在讨论中国的电动汽车制造商希望在欧洲和全球市场大规模推出他们的电动汽车。这场从中国运输电动汽车到巴西和墨西哥的“大潮”从三月开始，并将持续到六月。因此，从中国到巴西航线的集装箱运价自三月下旬以来已经上涨了4到6倍。此前，这种集装箱仅售大约1500美元，现在已经超过6000美元。比亚迪也加速在巴西建厂，以进入蓬勃发展的本地市场。比亚迪已确认计划在墨西哥建立新工厂。不幸的是，由于关税、选举、激励措施和公共充电设施等因素，目前电动汽车市场存在很多不确定性。别误会我的意思，我并不是说长期来看电动车的前景会受到威胁，但在未来12个月内，全电动汽车的销售可能会面临一些困难，直到一些问题得到解决为止。就像以往一样，没有必要特别强调，但美国的利率保持较高水平肯定不会有助于这一情况。

According to a joint study by the US Electric Power Research Institute the rate of failure for battery energy storage projects fell 97% between 2018 and 2023. The failure rate went from 9.2 failures per gigawatt for best projects in 2018 to around .2 in 2023. The report found 65% of incidents could be linked to operation and integration of batteries and just 11% were caused by failures of battery cells or modules. Reluctance from battery OEMs and integrators keeps transparency limited and the authors found that out of 81 incidents in the database sufficient information to assign a root cause was made public for just 26 of them. More transparency in this arena will certainly help with adoption in the years ahead but best projects clearly making great strides in reliability.

根据美国电力研究所的一项联合研究，2018年至2023年间电池储能项目的故障率下降了97%。2018年最佳项目的故障率从每千兆瓦9.2次下降到2023年的约0.2次。报告发现，65％的事故与电池的运行和整合有关，只有11％是由于电池电芯或模块的故障造成的。电池OEM和整合商的不愿透露信息使透明度受到限制，研究人员发现，在数据库中的81起事故中，只有26起公开了足够的信息来确定根本原因。在未来几年，透明度的提高肯定会有助于推动该领域的采用，但最佳项目在可靠性方面显然取得了长足的进步。

You know things are tough out there in EV land when Ford is waving the white flag effectively asking its suppliers for any help it can get. Ford has issued a call to action to suppliers asking for help reducing costs on EV production. The company recently contacted parts makers on EV programs and requested ideas for cutting costs. In the memo Ford asks suppliers to develop incremental cost reduction proposals for a list of EVs both current and upcoming. In the memo Ford said we need your best ideas to drive cost reduction even if they've been previously rejected by Ford. We also would be willing to consider ideas that may require investment but support profitability everything is on the table. Ideas to reduce cost could include commercial design content footprint and value chain. This includes adjusting capacity quickly downward where necessary, repurposing capital as needed, understanding spending curves and discussing all options with Ford.

在电动汽车领域，当福特公司举起白旗，有效地向其供应商请求任何帮助时，就能看出情况有多么困难。福特已向供应商发出号召，要求在电动汽车生产上帮助降低成本。该公司最近与电动汽车项目的零部件制造商联系，并要求提出削减成本的想法。在备忘录中，福特要求供应商为当前和将来的一系列电动汽车制定增量成本降低方案。在备忘录中，福特表示我们需要你们最好的想法来推动成本降低，即使这些想法之前被福特拒绝过。我们也愿意考虑可能需要投资但支持盈利的想法，一切都在讨论之中。降低成本的想法可能包括商业设计内容、尺寸和价值链。这包括根据情况迅速调整产能，根据需要重新分配资本，了解支出曲线，并与福特讨论所有选项。

If you've been following along you may be thinking well there's going to be a problem here. Many of these EV parts suppliers to the OEMs have been complaining now for years that the uncertainty from the order flow from these OEMs is causing a major drag on the suppliers business. Initially we saw big EV parts and battery orders from the OEMs but over the last two years they've all pulled back drastically on those initial plans leaving the suppliers holding the bag. And now we have Ford and likely many other OEMs going back to the same EV parts suppliers saying hey we need you to give us an even better deal. I'm speculating here but I would not be surprised if the reaction from some of these EV parts suppliers would be telling the OEMs to go kick rocks and flip flops. And listen I would love for there to be plenty of awesome EVs for consumers to choose from. However, items like this are somewhat vindicating as we've been saying now for years how incredibly difficult it is to make an EV profitably at scale.

如果你一直在关注的话，你可能会觉得这里会有问题。许多为汽车制造商供应电动汽车零部件的供应商多年来一直在抱怨，来自这些制造商的订单流的不确定性给供应商的业务造成了严重拖累。最初，我们看到汽车制造商从供应商那里获得了大量的电动汽车零部件和电池订单，但在过去的两年里，他们在这些初步计划上大幅收缩，让供应商们成了受害者。现在，福特和很可能其他许多汽车制造商重新回到这些电动汽车零部件供应商那里，说“嘿，我们需要你们给我们一个更好的交易”。我在这里在推测，但我不会感到惊讶，如果一些这些电动汽车零部件供应商的反应是让制造商去踢石头和拖鞋。听着，我也希望消费者能够有很多选择的出色电动汽车。然而，像这样的事件在某种程度上证实了我们多年来一直在说的：要在规模上盈利生产电动汽车是非常困难的。

For years most people including Wall Street didn't buy it saying nah OEMs are going to catch up no problem. Well turns out we were right they were wrong. Speaking of unprofitable EVs we have Chevy starting customer deliveries of the affordable equinox. Most equinox trims should be available over the next few months but the base model won't be available until later this year. Right now the equinox starts at $41.9 and with front wheel drive you can get 319 miles of range. This vehicle does qualify for the full federal tax credit. I'll be watching the delivery numbers for this one closely because this car is supposed to be a high volume seller for Chevy. In case for some reason you didn't think these tariffs are a big deal well we already have Neo considering changing its global operations as a result of the tariffs. Their CEO said we now have Envo and then we'll have Firefly and even lower priced entry level brand. We can enter the global market and in the process of doing so we will have some changes. We can look more for local partners. That can include local distribution or production describing the strategy overall as global capability local operation. Neo is of course one of the many Chinese EV makers that is still struggling to turn a profit.

多年来，大多数人，包括华尔街在内，都不相信，认为原始设备制造商（OEMs）会迎头赶上，没有问题。事实证明我们是对的，他们错了。说到无利可图的电动汽车，雪佛兰开始向客户交付价格实惠的Equinox车型。大多数Equinox车型将在接下来的几个月内推出，但基本款车型要等到今年晚些时候。目前，Equinox起价为41,900美元，前轮驱动车型续航里程达319英里。这款车符合联邦纳税信用资格。我会密切关注此车的交付数量，因为这款车应该会成为雪佛兰的畅销车型。如果你认为这些关税不是什么大问题，那么我们已经有蔚来正在考虑由于关税原因改变其全球运营。他们的首席执行官说，我们现在有安享，然后还会有Firefly和更低价位的入门级品牌。我们可以进入全球市场，在这个过程中，我们将会有一些变化。我们可以更多地寻找当地合作伙伴。这可能包括当地分销或生产，总体描述战略为全球化能力，当地化运作。当然，蔚来是许多中国电动汽车制造商中仍在努力实现盈利的一个。

Local stock closed the day at $174.84 up 0.49% while the Nasdaq was down 0.26%. It was one of the lower volume days we've seen over the past few months trading about 40 million shares below the average volume the past 30 days. Don't forget check out Surfshark linked below if you do. I'm sure Elon would be proud. Hope you guys have a wonderful day. 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.

当地股市收盘价为174.84美元，上涨了0.49%，而纳斯达克下跌了0.26%。这是我们在过去几个月里看到的交易量较低的一天，交易量比过去30天的平均交易量少了大约4000万股。如果您需要，请不要忘记查看下方链接的Surfshark。我相信埃隆会感到自豪的。希望大家度过愉快的一天。如果你喜欢这段视频，请给个赞。你可以在下方找到我的X链接，非常感谢所有我的patreon支持者。