TESLA RUMORS: MODEL Y, CHINA, SUPPLIERS + PLAID UPDATES, TESLA HOLDS BITCOIN POSITION

EV Channels Review

This episode of Tesla Daily provides a comprehensive overview of recent Tesla news, focusing heavily on operations in China and demand for the Model Y. The reviewer highlights a supplier's positive comments regarding Tesla's competitive lead and order stability, despite market FUD. Updates on Giga Shanghai's operations suggest minor Q2 impacts. In the US, the Model Y Long Range has seen its fifth price increase in Q2, now starting at $52,490, with delivery estimates pushed to September, which the reviewer cautiously interprets as strong demand rather than a sell-out. Rumors suggest Model Y exports from China to Europe may begin in Q3 due to European demand and Giga Berlin delays, alongside potential LFP battery variants. The Plaid Model S battery composition remains debated (likely 18650s or 2170s, not 4680s), with Elon Musk detailing advanced motor technology. The review also touches on Tesla's Bitcoin holdings, a price target reduction for TSLA, and updates on New Zealand's EV incentives and Redwood Materials' expansion.