TESLA EXEC LAYS OUT AMBITIOUS NEW GOAL / VW ISSUES WARNING / RECORD LITHIUM PRICES

EV Channels Review

The video provides a comprehensive update on Tesla and the broader EV market. Key highlights include Tesla's Giga Austin reaching 10,000 Model Y units built, though at a slower pace than Giga Shanghai due to new technologies like Gigacast and 4680 cells. Supercharger prices are increasing in Europe by approximately 30% due to energy costs, a situation the host frames as a short-term blip. A notable feature is the ability to order a Tesla directly within the mobile app, potentially a significant conquest tool for Tesla. Giga Shanghai's production capacity has been expanded to 22,000 units per week, despite potential September delivery shortfalls. The video touches on the ongoing development of the 4680 battery plant in Germany, noting a lack of specific details and conflicting reports. Tesla's ambitious goal to double sales in Germany to 80,000 units in 2022 is discussed, requiring a significant ramp-up in the remaining months. Other segments cover Starlink's expansion, Rivian's mobile service upgrades, surging lithium prices, Tesla's dominant growth in the luxury car market, and VW's warning about the persistent chip shortage extending into 2023. The review concludes with a positive anecdote about Tesla's Autopilot saving a pedestrian.