PODCAST: NEW CHEAPER MODEL Y, TESLA PRICE CUTS, EV DELIVERY NUMBERS

EV Channels Review

This podcast episode delves into Tesla's Q3 delivery numbers, noting a miss against Wall Street expectations but highlighting the company's ability to work through inventory. A significant discussion point is the introduction of a cheaper Model Y Rear-Wheel Drive variant in the US for $44,000, featuring LFP battery cells and a 260-mile range. The hosts express intrigue regarding Tesla's eligibility for the $7,500 EV tax credit with LFP batteries, as domestic production remains limited. Price cuts across the Model 3 and Model Y lineup are also detailed, making these vehicles more accessible. The episode touches on the potential for Tesla's Powerwall 3 to enable vehicle-to-grid (V2G) capabilities, noting the shared 11.5 kW capacity with Tesla vehicles. Updates on the Cybertruck's expanded testing and potential Starlink integration are provided, alongside a detailed look at the Tesla Semi's progress, including its use of Cybertruck parts and an estimated 70 units built. Infrastructure negotiations for Gigafactory Mexico are identified as a potential bottleneck. The podcast also covers the dismissal of the Full Self-Driving class-action lawsuit due to arbitration clauses in owner contracts. Finally, the hosts review Q3 delivery numbers from GM, Rivian, Ford (with the new F-150 Lightning Flash), and Lucid, noting varying degrees of success and ramp-up challenges.