NEW TESLA 4680 BATTERY INFO PLUS NEW MODEL Y, CHINA PRODUCTION

EV Channels Review

This episode of Tesla Daily provides a comprehensive update on Tesla's manufacturing and production efforts. The review highlights the spotting of new Model Y Performance vehicles at Giga Texas, suggesting progress towards customer deliveries, potentially in April. Significant attention is given to the 4680 battery production at the Fremont pilot plant, with reported yields of 92% on January 22nd, a notable improvement from previous estimates. However, the low daily production volume of accepted cells raises concerns about the pace of scaling. The report also details strong January sales and record production from Giga Shanghai, despite a shortened selling period due to the Spring Festival. Other updates include BYD's rumored supply of blade batteries, expansion of non-Tesla Supercharging in the Netherlands, price increases for Model Y paint in Germany, and an increased price target for TSLA from Piper Sandler. The episode concludes by noting the significant increase in EV advertisements during the Super Bowl and a surprising interaction with Elon Musk on Twitter regarding a podcast appearance.