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Tesla Daily: Tesla News & Analysis

Giga Press Orders, Texas Batteries, US Tax Credit, Supercharging, VPP (04.06.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 7 April 2021

⏱️ 12 minutes

🧾️ Download transcript

Summary

➤ IDRA group discusses Giga Press orders, what does it mean for Tesla?
➤ IDRA video 1: https://youtu.be/DbxxrbYWN74
➤ IDRA video 2: https://youtu.be/Div0BMetUxM
➤ Battery cathode plant grading started at Giga Texas
➤ Assessing some rumors on the possible US federal EV tax credit
➤ Tesla makes some changes to Supercharging fees in California as expansion continues
➤ Swell Energy launches virtual power plant in New York
➤ GM announces all-electric Chevy Silverado
➤ SpaceX set to launch another round of Starlink satellites

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everybody, you're out now here, and today we're going to be talking about a couple

0:10.3

of different facets of Tesla's manufacturing plans, and we also have some rumors on

0:14.0

the US federal EV tax credit, news on supercharging, Tesla energy, and a couple other stories

0:18.8

as well.

0:19.8

All things considered relatively quiet day in the markets today, the NASDAQ finishing

0:23.4

down less than a tenth of a percent, Tesla finishing up less than a tenth of a percent,

0:28.0

to $691.62, on one of the lowest volume trading days for Tesla in the last month and

0:33.6

a half.

0:34.6

Alright, we're going to start off here with Tesla's production plans, specifically talking

0:37.4

about casting.

0:38.4

This is something that was brought up on the live stream on Friday last week.

0:41.6

Because last week, Eager Group, the company that makes the gigapress for Tesla, released

0:45.4

a couple of videos, maybe 45 minutes in total sharing some more details on the gigapress.

0:50.8

I will put a link to those down in the show notes if you want to watch those full videos

0:53.6

definitely pretty interesting, but the key point here was Eager disclosing the order numbers

0:58.3

for gigapresses that they've received so far.

1:01.4

Now we don't know for sure that these are all from Tesla, but it does seem very likely.

1:05.3

We don't at least I don't know if anyone else is using the gigapress casting technology

1:08.6

yet, so my best guess is this is all Tesla.

1:11.4

Eager says that so far they've shipped and installed two gigapresses, but most importantly,

1:15.9

that they have orders for nine gigapresses to be delivered in 2021.

1:20.4

And we have known for a while that Tesla has plans for a lot of these machines we had

...

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