BULLETPROOF CYBERTRUCK / THE GRAPHITE SITUATION / LUCID GRAVITY UNVEIL

EV Channels Review

The host provides a comprehensive update on Tesla and the broader EV market. Key highlights include the Cybertruck's impressive durability demonstrated by a 'bulletproof' door test, though details on the testing method remain speculative. The analysis of Morgan Stanley's report raises concerns about Tesla's declining auto margins and the potential impact on legacy automakers' EV targets. The VIN decoder reveals details about Cybertruck and Semi configurations, noting the absence of a quad-motor Cybertruck at launch. Positive news emerges regarding Tesla's efforts to diversify its graphite supply chain away from China, with a significant agreement with Syrah Resources. Potential new Supercharger features like congestion fees and improved object detection are discussed. The review also touches on price adjustments for Model Y in Canada and Model X Plaid in the US, the potential removal of a 'Ludicrous' Model 3 variant, GM's improved UAW offer, Rivian's R2 factory progress, and Lucid's upcoming Gravity SUV unveil. The segment concludes with a legal update on Tesla's direct-to-consumer sales ban case and an F-150 Lightning recall.