TESLA WARNS SUPPLIERS / TESLA DELIVERS SMART SUMMON / VW'S "VERY ALARMING" SITUATION

EV Channels Review

This episode of Electrified delves into several key developments for Tesla and the broader EV market. The host highlights Tesla's potential robotaxi event preparations, emphasizing data collection efforts. A significant portion is dedicated to the rollout of 'Actual Smart Summon,' detailing its features, requirements (FSD), and limitations, while also noting the ongoing development of 'Banish' (auto-park). The review touches upon Tesla's strong safety ratings, ranking third in a study of least fatal accident involvement. Production and sales figures for Tesla China are analyzed, indicating potential year-over-year declines for 2024 deliveries globally, despite strong quarterly performance in China. Production of a seven-seat Model Y for export to Europe and a new six-seat Model Y for China are discussed, alongside potential production increases for the Model Y from Giga Shanghai. The Cybertruck receives mixed commentary, with the host pushing back against a mechanic's assertion that it cannot be used as a work truck, framing it as a technological experiment with future affordability potential. Finally, the episode briefly covers EV charging infrastructure grants, California's driverless truck regulations, VW's factory closure considerations due to overcapacity and competition, and the increasing EV market share in Norway.