MERCEDES STRATEGY UPDATE, SHANGHAI MODEL Y COMING SOON, TESLA'S PUBLIC RELATIONS

EV Channels Review

This episode delves into several key updates concerning Tesla and its competitors. A significant portion discusses the potential December 2020 production start for the Made-in-China Model Y, with skepticism raised regarding the rumor of immediate European exports due to logistical costs and potential demand in China. The report also touches on Tesla's ongoing nickel supply negotiations with BHP Group, highlighting the company's swift execution post-Battery Day. A notable segment addresses the dissolution of Tesla's official PR department, arguing it's a mischaracterization to say Tesla doesn't communicate with the press, given Elon Musk's direct engagement via Twitter and the existence of investor relations. The review then shifts to competitor analysis, detailing the Polestar 2's EPA range rating (233 miles) and comparing it unfavorably to the Model 3. Finally, the video critically analyzes Mercedes-Benz's new strategy, deeming its emphasis on short-term profitability during a period of industry disruption as a fundamental flaw, contrasting it with Tesla's long-term, pain-enduring approach to technological development. The reviewer finds Mercedes' "uncompromising electric first" platform, which still accommodates ICE engines, to be a significant red flag.