Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 8 April 2021
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ Tesla adopts new strategy for Supercharger rollout
➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles
➤ Morgan Stanley says owning TSLA stock is less risky than not owning it
➤ Discussing Tesla’s margin on the Model 3 in China
➤ Some orderers of the refreshed S/X have delivery estimates pushed out while the first VINs may have been assigned
➤ Tesla’s CFO reportedly buys property in Texas
➤ Sandy Munro discusses first impressions of the Volkswagen ID.4
➤ Following up on Giga Press casting
➤ SpaceX launch update
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Executive producer Jeremy Cooke
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Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, we're out of malware here, and today we're going to be talking about |
| 0:10.1 | a new supercharger construction method that Tesla has employed, looks like it might be |
| 0:13.5 | a big boost to supercharger network expansion. |
| 0:15.8 | We also have news on the federal EV tax credit Morgan Stanley chiming in on that as well. |
| 0:20.4 | Then we've got some discussion on the Model 3 margins and Shanghai that has surfaced |
| 0:23.7 | today for some reason, news on the Model S and X, and a couple other stories as well. |
| 0:28.2 | We'll stock on the day-to-day dropping back nearly to the levels that we had seen a pre-delivery |
| 0:32.3 | and production report announcement, down 3% to $670.97, Tesla closed at about $660 on |
| 0:39.1 | the Thursday before the announcement, so despite that beat, Tesla now just sitting up about |
| 0:43.0 | 1.5%, since deliveries were reported, as for the macro performance today, the NASDAQ |
| 0:47.9 | was pretty close to flat, downless than a tenth of a percent. |
| 0:50.4 | Alright, I'd like to begin today, again discussing supercharging, I think we have some |
| 0:53.9 | pretty important news here, this was shared on Reddit by a couple of users, Edgar |
| 0:57.8 | Day and Cam the Ombre, who has spotted Tesla installing a supercharger station in Utah, |
| 1:02.6 | but instead of the normal installation process, this was a pre-fab or pre-fabricated construction |
| 1:06.8 | from Tesla. |
| 1:07.8 | Cam the Ombre writes quote, the Tesla employee said he has been doing supercharger installs |
| 1:11.6 | for a while in California, this was the first pre-fabricated one with the stalls ready |
| 1:15.6 | to go on a concrete slab. |
| 1:17.6 | It looks a lot like the temp stations that sit on semi's during busy times. |
| 1:21.1 | He said it helped the install go much quicker and smoother, semi arrived yesterday around |
| 1:24.8 | noon, and they are finishing up wiring tonight. |
... |
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