New Model Y Variant Report, China Loyalty Program, Solar Roof v3.5, Munro (08.03.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 3 August 2022
⏱️ 16 minutes
🧾️ Download transcript
Summary
➤ New Model Y version reportedly coming soon with new battery out of China
➤ Automakers push back on EV tax credit language
➤ Tesla offers owners in China incentives to upgrade
➤ New Solar Roof reportedly in testing by Tesla
➤ Munro continues 4680 teardown
➤ Tesla updates S/X status for Europe
➤ Germany leaves door open on nuclear
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, we're on malware here a little bit earlier today as I do have a flight to |
| 0:11.2 | catch down to Austin later this evening obviously for the shareholder meeting looking |
| 0:15.1 | forward to that there is still time to vote if you have not voted your shares yet for |
| 0:18.7 | the meeting go ahead and do that today but today we are going to be talking about a possible |
| 0:23.5 | new version of the model Y in China there's some reporting on batteries going on there |
| 0:27.9 | that will walk through also got potential news on the ebtax credit a little bit of an |
| 0:33.0 | update on Tesla solar roof and a few other items as well right so looking at the stock |
| 0:38.2 | today not necessarily disappointing day but a little bit compared to where the NASDAQ was |
| 0:43.3 | Tesla up to and a quarter percent closing at $922.19 the NASDAQ was up 2.6% today companies |
| 0:50.8 | like Apple and Amazon at 4% so would like to see a little bit more out of Tesla and |
| 0:55.5 | Tesla's been seemingly pushed down the last couple of days after strong starts so you |
| 1:00.6 | know I don't know if people are just waiting for the shareholder meeting or what's kind |
| 1:03.3 | of going on this week but green days although not quite as green as what we might have |
| 1:07.9 | hoped to see from some of the other action in the stock market. |
| 1:12.1 | First thing here I want to talk about is just kind of look at the calendar obviously shareholder |
| 1:14.8 | meeting tomorrow we were supposed to hear a little bit more about the ebtax credit this |
| 1:19.0 | week so far not a lot of reporting on that really all we have heard so far as a report |
| 1:24.3 | from Reuters you're covered by Tesla Roddy that there has been a little bit of pushback |
| 1:27.7 | from some automakers on some of the structuring of the tax credit seems to mostly be relating |
| 1:33.3 | to the requirements around battery materials and battery components and where those are |
| 1:38.9 | all being assembled and sourced from we obviously walked through that in quite great detail |
| 1:44.7 | some pushback on that just saying that maybe the transition is happening a little bit too |
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