MUSK PREPS TESLA FOR NUTTY QUARTER, CHINA PRODUCTION ANALYSIS, NEW 4680 INFO

EV Channels Review

This episode of Tesla Daily provides a comprehensive overview of recent developments impacting Tesla and the broader EV market. The discussion highlights Elon Musk's internal memo urging preparation for a "nutty" quarter due to production challenges, particularly in Shanghai. The analysis of China's May production figures and June targets suggests a significant ramp-up, though still below previous quarter levels. A key segment delves into the performance of the new 4680 battery Model Y from Giga Texas, noting promising peak charging rates but an earlier-than-expected taper. The "50D" labeling on the mobile app is discussed, with the reviewer concluding it likely refers to efficiency rather than a 50 kWh battery. The NHTSA's upgrade of its Autopilot investigation to an engineering analysis is a major point, focusing on driver inattentiveness and potential system defects. Positive news includes a UBS upgrade to 'Buy' for TSLA stock, driven by expectations of Shanghai's ramp-up and margin growth, despite lowered 2022 earnings forecasts. The report also touches on KBB's findings of slightly falling Tesla prices month-over-month but significant year-over-year increases, and notes Tesla's entry into Australia with the Model Y, contrasted with Switzerland's capping of EV incentives. The episode concludes with clarifications on Berlin's manufacturing equipment and an update on US EV charging infrastructure plans.