TESLA ISN'T WORRIED ABOUT FORD

EV Channels Review

This video provides a comprehensive overview of recent Tesla news, touching upon critical issues like ongoing recalls for Model 3 and Model Y due to issues with brake caliper bolts and seat belt fasteners. The report highlights Tesla's challenges with the global chip shortage, quoting Elon Musk's concerns about supply chain constraints and the company's potential strategies to mitigate them, including advanced chip payments or factory acquisition. Significant attention is given to Tesla's battery production advancements, particularly the application to manufacture 4680 cells at Giga Berlin and the planned use of LG Chem's high-nickel NCMA cathodes for Model Ys in China, aiming to reduce cobalt content and improve range. The competitive landscape is explored, noting Ford's surge in EV sales with the Mustang Mach-E and the F-150 Lightning, which is presented as a strong contender to the Cybertruck, though the Cybertruck's pre-order numbers remain significantly higher. The video also reports on the Model Y surpassing the Model 3 in global sales and the Model S Plaid setting a new quarter-mile record. Finally, it touches upon the expansion of EV charging infrastructure with 7-Eleven's plans and the pricing of BMW's i4 electric sedan.