Factory Expansions, Delivery Reactions, Munro Teardown, Mining, Registration Data, Charging (07.05.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 5 July 2022
⏱️ 20 minutes
🧾️ Download transcript
Summary
➤ Tesla prepares for expansions at Giga Berlin and Giga Shanghai
➤ Analysts react to Tesla’s Q2 delivery and production report
➤ Munro & Associates begin Texas Model Y teardown (https://youtu.be/FXpfU6I_T3w)
➤ Elon Musk comments on Tesla’s interest in mining
➤ Tesla gains market share in the second quarter despite shutdowns
➤ Tesla’s brand strengthens year-over-year
➤ Musk comments on FSD Beta
➤ Supercharging update
➤ The Boring Company opens newest Loop station
➤ SpaceX receives important FCC permission
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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, Rob Mauer here. Welcome back to Tesla Daily. I hope everybody had a great |
| 0:11.4 | holiday weekend, at least here in the US and just perhaps a great normal weekend outside. |
| 0:16.8 | But today we are starting off Q3 after the Q2 delivery report. Of course we went through |
| 0:20.9 | that on Saturday. So today we're talking about Tesla's expansion plans here in Q3. We've |
| 0:26.2 | got a new report on gigabre lens plans. We've also got analyst reaction from that Q2 delivery |
| 0:30.9 | report. And Rowan associates, they are beginning their tear down of that 4680 model Y and a few |
| 0:36.8 | other items as well. Alright, so first up today we're going to start off with the stock. A nice |
| 0:41.8 | day today, Tesla up to 1.5%. I think mostly just following the macro with the NASDAQ also finishing |
| 0:46.2 | up 1.75% today. Tesla closing just below $700 per share. And right here while we're on the screen, |
| 0:52.4 | I did just want to address something that seemed to get a lot of headlines today. And that |
| 0:56.2 | was as we can see here there in the top of the news. BYD apparently surpassing Tesla to become |
| 1:02.1 | the top electric vehicle maker by sales. If you saw any headlines like that, they're not accurate. |
| 1:07.3 | That includes plug-in hybrid EVs. So if you want to count those, sure you can. BYD had delivered |
| 1:14.0 | about 641,000 in the first half of the year. About half of those were plug-in hybrid. So from a pure |
| 1:18.8 | battery battery electric perspective, BYD only at 324,000 so far this year. Whereas Tesla, |
| 1:26.0 | of course, at 565,000 through the first half. So just wanting to address that since it happened |
| 1:30.7 | to pop up here on our news feed on the stock. But just a couple other quick things from a macro |
| 1:36.6 | perspective and a stock perspective. First, we should get a few economic reports this week starting |
| 1:41.6 | off with tomorrow. We'll get the PMI for June. We'll also get the FMC meeting minutes from the June |
| 1:47.2 | meeting. And then of course the big one next week is going to be the CPI report that is scheduled |
| 1:52.6 | for Wednesday, June 13th or sorry July 13th for the June report. And that'll be before market |
| 1:58.0 | open by about an hour. So as we talked about when we got the June Fed meeting, press conference |
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