We gotta respect the research this channel does.These guys are the real deal. Always a unique subject. Always thorough. Never disappointing. Never! a recycled vid from another.
@House Essentials being a war mongering troll does not help no one. CPC is just a name, CPC is now made up of a mix of smart Chinese and American ivy league graduates. Get some better information before spouting our your hate message.
@@weili1351 it doesn't help that theres someone in the highest american office who blames everything that goes wrong on china, china is now what the jews were in the 1940s or the russians during (and after) the cold war a scapegoat. That being said china doesnt win points with their treatment of hong kong, taiwan, the uygur muslims and india, they frankly should be a little less concerned with saving face domesticaly and worry a bit more about how they look internationaly as thats what their economy hinges on. Just look at how easy it was to ban huawei from 5g in US and UK and maybe EU will follow
@House Essentials Is it a benefit for all mankind to keep on the sunny side of life? No! There is the right time and place to deal with issues that are incorrect and evil. I think Elon knows everything needed to further help fix issues within this regime. The people of China want to better "Humankind" also. There are governments all over the world that do things wrong and pit nations against each other. CULTures are our own worse enemy. CULT extremism is a dangerous tool for war. None of us win in war. Diplomacy at the grassroots level promotes more unity in Community. Here in Canada there is evil that creates a facade of being good. I have witnessed decades of how confidentiality is abused as a weapon against us repeatedly. Repeated coverups by experienced levels of government staff abusing their positions for selfish gains and power. Murdering their own fellow citizens on purpose, in facade of righteous do gooders. It is thick with evil here there and everywhere. It is much better to stay on the sunny side when it is sunny and turn on the light of evidence and witness all evil within our own community. The people in China have done the same repeatedly in history. Other Countries are finally standing up to China's wrong doing.
Very interesting for sure. Competition fuels innovation! That is a good point about the subsidies running out in China and how that will affect the Chinese EV market. So many moving parts globally now... makes my head spin lol.
@House Essentials So you stopped liking this channel because of this one video? It's clear that you don't like China, but please refrain from letting your hate infect the comment section for this channel. Running around accusing the content creators of being CCP members will only give the impression of you being a troll.
@House Essentials I have huge problems with how China abuse human rights, but at the same time they are undeniably going to leap frog America in emerging technologies, if not already. So what do we do now? Unleash cancel culture on all that mention what China is doing right? Or be competitive and learn from the good examples, while also learning from the bad so that we won't make their mistakes? Keeping our heads in the sand won't make us better human beings. America just spent trillions filling the pockets of the corporations and the rich stock holders in this pandemic. America also invaded a country not for "destroying weapons of mass destruction" but for its oil. Yet I still love America because its people want to do good, and the good out weight the bad. Keep your head high and open to listening to what you don't want to hear.
Great research. Def ahead of the curve here. Kind of a bummer no domestic companies can or will really have a foot in the production of the biggest supplies we need for the future.
Unless there is proof of shenanigans with company this is pointless. Do you not buy nestle products? They starved children to death and think water isn't a right. How about IBM? They supported nazi genocide. Boeing has siphoned billions in tax payer money with backrooms deals and no products. There are plenty of Reasons and corporations to boycott. Sweeping generalizations don't solve any problems.
@长者居中 Yes, Trump at the top of the list. But China has a corrupt, repressive government too. Both our countries are due for an intervention of liberty and justice.
Ive been trying to find component workarounds in the event of complete trade embargo or war with China. Not so easy. For example, a transformer we buy in bulk costs $0.19 from China. It's US made equivalent is $10 in bulk - kind of a product game changer. Over time the US will become competitive, so a rapid resolution to the conflict is in China's best interest. Just so hard to point fingers at China when we have Trump as president!
Great deep dive on the Tesla / CATL deal, the battery backbone is the most important aspect to understand for anyone keeping tabs on the shift to EV this is the best analysis on the net, thank you. Subscribed.
Great research and presentation. Information was well organized and given in a straight forward efficient manner. Some tubers insert to many dramatic phrases trying to 'window dress' the information as if it's all about them as the presenter...producing a gag reflex from me as an observer. Great team work, keep it up!
These contracts might not matter for long. Tesla will insource batteries as soon as possible. I think we'll find out more at battery/investor day in September.
There is also the tab-less electrode patent A lot of people haven't really appreciated the implications of this. This is going to simply pack production massively.
Great stuff.......informative, all material I hadn’t heard before. Electrified seems to cast a wider net in terms of the subject matter covered than other Tesla news channels. Nice job!
Great Video, I agree There's lots of potential in China. I've been very impressed with their work ethics, rapid innovations, and their willingness to learn from mistakes.
A bit worrisome to see Elon and Tesla getting involved with Chinese companies given what's going on in Hong Kong, the ongoing threat to Taiwan, the Hwawei situation, military confrontation at the border with India, provocations in the South China Sea, etc., etc.
Is it a benefit for all mankind to keep on the sunny side of life? No! There is the right time and place to deal with issues that are incorrect and evil. I think Elon knows everything needed to further help fix issues within this regime. The people of China want to better "Humankind" also. There are governments all over the world that do things wrong and pit nations against each other. CULTures are our own worse enemy. CULT extremism is a dangerous tool for war. None of us win in war. Diplomacy at the grassroots level promotes more unity in Community. Here in Canada there is evil that creates a facade of being good. I have witnessed 3 decades of how confidentiality is abused as a weapon against us repeatedly. Repeated coverups by experienced levels of government staff abusing their positions for selfish gains and power. Murdering their own fellow citizens on purpose, within facade of righteous do gooders. It is thick with evil here there and everywhere. It is much better to stay on the sunny side when it is sunny and turn on the light of evidence and witness all evil within our own community. The people in China have done the same repeatedly in history. Other Countries are finally standing up to China's wrong doing.
@@matthanrath497 They might as well not strike deals with anyone because most of not all world governments engage in shady shit..... His goals are literally fighting climate change and global warming... He has done more to solve that problem than most people have... Sure as hell more than you who is just here to complain about what deals he making and with whom... Not just by making electric cars but by forcing other car
The contracts are probably short term because it will take a couple of years for Tesla to scale up their Roadrunner battery production technology that they are just starting to build up to scale in Fremont. Once they’ve ramped it up there and worked out the kinks for high volume manufacturing then they will start building it up at Nevada and then Berlin, and finally Shanghai so all of their production will gradually be in house, but they need these other supply agreements in the interim until they can get there.
@@DillonLoomis22 Yes, CATL is a stopgap until Tesla can scale up their own battery production. CATL is also advantageous as another local supplier in China. It takes much battery supply to produce EVs at large scale.
Tesla has to be very careful in China, always remember how Siemens and Kawasaki were kicked out of the country after Chinese robbed their high speed railway technology.
@@DillonLoomis22 If the Chinese wanted to, they probably would use the strategy took over the McDonald's. When McDonald's first went to China in early the 90s, they got huge benefits from the Chinese government's preferential policies because the Chinese were very interested in how to run business at that scale. After 2 decades, Chinese learned how to build and run the entire supply chain domestically, McDonald's found it became extremely difficult to do business in the country and the once friendly government became contrarian, they finally surrendered the business to the Chinese. As today, McDonald's restaurants in China is probably the only franchise on the planet bearing that logo has nothing to do with -- the McDonald's.
My thought about the Million-mile batteries; the EV (okay, Tesla) I buy now doesn't have to have one (tho that would be great). It just has to have a battery that lasts long enough to be replaced by one.
I'm sure Elon Musk saw the potential of a Chinese connection some time ago and has embraced it enthusiastically. It will benefit him and Tesla enormously in the years ahead. A man of vision and foresight.
@@DillonLoomis22 Ah, it stands for Cathy Wood from Ark. When my wife did not want her picture on her Airbnb profile I nerdified her with some horn spectacles. BTW Ashley is so gorgeous everybody asks to see her. Too many nerds out there, good reason to be jealous.
Honestly I doubt there will be a pure reliance on CATL for a variety of reasons including rising tensions and future proofing unsustainable battery resources. They’ll be a profitable company in the long run because most auto manufacturers will sprint to make electric, but as far as innovation I think Tesla is just using them to match growing demand.
Never a pure reliance, just an extended reltionship potential for lower cost models for as long as they can't meet demand on their own, which will be a long time
i was trying to find this stock until i came across this article: On January 6, the US Department of Treasury’s Office of Foreign Assets Control (OFAC) published new guidance stating that “transactions in the securities of any Communist Chinese military company (CCMC) subsidiary (whether expressly listed or not) are prohibited if the subsidiary’s name exactly or closely matches the name” of listed CCMC entities. In this guidance, OFAC identified 3 additional companies whose names it says closely match the names of previously identified CCMCs. Companies whose securities may not be purchased after January 11 Company name abbreviations are not trading symbols Aero Engine Corporation of China Aviation Industry Corporation of China (AVIC) China Academy of Launch Vehicle Technology (CALT) China Aerospace Science and Industry Corporation (CASIC) China Aerospace Science and Technology Corporation (CASC) China Communications Construction Company (CCCC) China Electronics Corporation (CEC) China Electronics Technology Group Corporation (CETC) China General Nuclear Power Corp. China Mobile Communications Group China National Chemical Corporation (ChemChina) China National Chemical Engineering Group Co., Ltd. (CNCEC) China National Nuclear Corp. China North Industries Group Corporation (Norinco Group) China Nuclear Engineering & Construction Corporation (CNECC) China Railway Construction Corporation (CRCC) China Shipbuilding Industry Corporation (CSIC) China South Industries Group Corporation (CSGC) China Spacesat China State Construction Group Co., Ltd. China State Shipbuilding Corporation (CSSC) China Telecommunications Corp. China Three Gorges Corporation Limited China United Network Communications Group Co Ltd. CRRC Corp. Dawning Information Industry Co (Sugon) Hangzhou Hikvision Digital Technology Co., Ltd. (Hikvision) Huawei Inspur Group Panda Electronics Group Sinochem Group Co Ltd.
1 HUGE problem with all this. It’s called duty fees and the us-China tensions going on right now and the fact that China is struggling financially. They don’t even have enough help millions of their own people to stay dry from flooding rivers
Electrified overcome the US-China tensions? You realize that we are running a 2 carrier task force in the south Asian sea because ALL other countries have been complains of chinas smash and grab to the ocean rights? Or do you not know about the millions of people that have no help from the ccp from the 100yr storm that’s about to burst the 3 gorges dam which is bulging? Or maybe the ccp being-sanction by every major country and only siding with Iran? I see your point I just think there is A LOT your not taking into consideration. If you pull your head out of the clouds maybe you’ll see some of what’s going on? The US and China have been going at it for over 3 yrs, why would trump change direction all of a sudden? Try buying solar panels and bring them into the country legally. You’ll pay $400/ panel, but they sell them to you for under $100.
In my bike I been using high performance (6c) lfp cells from liitokala, and it has worked perfectly. I made 2x 12s2p 37v 13ah packs, total 1kwh under 200e... Lasts forever and bike has good power and range. Peak is about 1,5kw.
Can you reference an independent testing of CATL LFP at 240kWh/kg at the cell level? Also there is no 'rare earth/element' used in any EV battery, only in PM motors.
@ Is Tesla too expensive? The short answer is not. Let me explain: If you buy a stock, you need to know 1. FEPS (forward 12 months,earning per share ) 2. FGR （forward growth rate of EPS ) 3. Since FPE= Price/ （FEPS） 4. Thus PEG=FPE/FGR 5. For comparison, stock with lower PEG is relatively more valuable. 6. Base on the above, one can compare Tesla with some familiar stocks as followings（*） TSLA-(123/230)=0.53 *AMZN-(72/99)=0.72 *FB-(24/33)=0.73 *GOOGL-(28/32)=0.87 **CRWD-(600/530)=1.13 ***NFLX-(59/33)=1.78 ****SHOP-(1193/40)=29 Conclusions: 1. According to Cramer, a stock is too expensive when PEG is equal or higher than 2. 2. Tesla is the cheapest stocks among all the above. *All data are based on 7/10 prices. **By the end of 2022, Tesla will probably have 2-2.5X its current output of EV, from combined Arizona, Fremont, Shanghai, Berlin, Austin and Chongqing Giga factories.
Then take a break from TH-cam and return later? Or you could put on some background music yourself? That would be way easier and you would even get the music that you like :). Please do not put on background music. It's much easier to follow when someone talking if it's quite in the background.
Thank you for the feedback. We definitely need to be much better on camera, we're struggling to be natural still lol. We have tried music but a fair number of people complained. We'll keep experimenting
2 things i would point out, 1st the stats of tesla's model 3 lfp version kinda suck, it has less range (wltp 218miles vs 254miles) And its a lot heavier, (1745kg vs 1612kg) and they only reach a pack energy density of 125wh/kg vs for instance the BYD blade battery's 140 wh/kg. 2nd, i think you are confusing LFP with NMC when talking about future cell density, yes they are talking about 200wh/kg for LFP but the 350wh/kg comes from their currently in research NMC811 cell (to be clear CATL already has NMC 811 cells and theres one that rumoured to go into a new chinese car by end of year with 304wh/kg vs ~280 for lg chem's nmc811 and ~250 for tesla's 2018 2170 NCA)
Again * Don't forget to subscribe and comment - and "like " for the algorithm 👍Be well everyone. Great info Another masterpiece of real investigative content 👏 Bravo Dillion great job Ashley 👏
Bro you hot the nail on the head again.... way ahead the the curve they can't keep up with your research brother. www.electrive.com/2020/07/20/catl-to-kick-off-lfp-cell-supply-for-tesla-china-model-3/
Elon said the < 250 mile range was not sufficient but they will be releasing single motor Model Y here in a few weeks/months as a "replacement"...nothing to do with LFP though...not yet at least
Sorry, but I agree with quantaca. As stated, I believe the LiFePo4 chemistry only provides sufficient density to suit the short range Model 3, it's limited by the physical volume available in that vehicle (not just the pack) The Tesla cell (probably 2170?) Will provide well over 300Wh/kg, that's where the (main) cost saving occurs, with fewer cells in the smaller packs. Other savings? I believe the new cell will have its first application in the Plaid Model S. That vehicle (pack) needs substantial energy boost in a volume which I suspect is "maxed out" with the existing design. Also, cooling needs to be addressed. That will be accomplished in several ways, by cell materials and chemistry (Maxwell/ Jeff Dahn) New cell construction (edge connection) all of which reduce the internal resistance, therefore heating of the cell under load. (Not to mention charging at ax V3 rates for the full 0-100 pack capacity) Then, there's the pack patent (mentioned in the video). That details the sub module layout, but *also* suggests innovative multi- state cooling (clever!) and a fast construction using layered PCB connections (less, if any welding of terminals?) (Note that the patent indicates use of cylindrical cells) The logical path would then be to use the same "box" with fewer cells for the "lesser" S/X models. This would logically lead to the end of the 18650 cell, meaning a *much* cheaper pack, due to both density, and no shipping cost (cash for a refresh??). Next step? Why not a smaller "box" for all but Plaid cars? Model 3 size? (A 40% density increase would increase yield from 75 up to 100kWh in the available volume, that's about 350Wh/ kg) Result, A modular pack casing that fits ALL current S3XY models would save a huge amount. Just tweak the cell quantity. Why not a common BMS? Those cell sub modules could also be used for storage solutions. (Note the lack patent specifically mentions a storage application) All shaving the costs, Tesla likes Modular.
Great information! Keep it coming! Was able to listen at 1.5 Playback speed with no problems. Although your faces are lovely maybe you could draw futuristic vehicles or leaf through a pile of vehicle designs or something as you talk. the occasional face shot is still ok; just break the monotony.
I only watched part of it but yeah we need trade with other countries for sure. Elon is smart to leave the door open. I think it's awesome that we can all advance helping each other.
Why do I feel uncomfortable about betting the farm on a Chinese company - particularly one that is in tight with the Chinese Communist Party? They have an established habit of partnering with Western firms and then a near identical product appearing - but cheaper. What could possibly go wrong for Tesla?
In the 2nd half of the video she finally seemed to warm up and stopped unnecessarily prolonging syllables and ending sentences trailing off in the back of her throat. :) great content! GJ team
I HIGHLY doubt Tesla is switching to prismatics in the long term/globally. The benefits of cylindrical cells in reliability, safety, performance and other aspects, are well above what they would get from prismatics. I think they are simply taking advantage of CATL's expertise with prismatics, and the fact that they're the leading supplier in china, to accelerate production. I'm willing to bet it took far less time for them to adapt their chemistry to CATL's prismatic process, than to have CATL produce a whole new line for cylindrical cells, or to use a different supplier. China's auto market is also far below the level that Tesla's vehicles are at. They don't need their cars to match the cars they're producing at Fremont. They can get away with producing a vehicle that doesn't perform as highly as their american made cars, because China's auto market is far less developed. Most of their vehicles are poorly made, unreliable and overall substandard, so it's much easier for Tesla to beat them by a wide margin, even without making their very best vehicle.
Well working with CATL has its short term benefits but they will become a competitor in battery storage and will be a supplier for Tesla's competitors; so Tesla is very wise to develop it's own technology and production lines.
Early days and the majors are catching up quick. Every improvement including batteries will be incorporated in every new vehicle. The race is on and the winners has yet to be ascertained. The losers will lose everything. Lets face it a metal box plus 4 wheels plus a few motors is easy. The deciding factors will be batteries and design. There will be plenty to choose from. A price war will result soon. EVs are still far too expensive compared to ICE vehicles.
I'm not mad about the seemingly random chick in this video, but I am disappointed that all she did was announce the next section that you were going to cover. You don't need a ring girl for your tech videos, have her say more. It really broke my focus having her just appear and then going back to you. She needs to be utilized more or left out of videos. That's just my personal opinion though.
@@DillonLoomis22 I did not expect a reply so soon lol. But yeah, I look forward to seeing more of her, it just felt like she was under-utilized, but it's understandable she might not be able to record many lines if she's super busy.
@@DillonLoomis22 Awesome! I keep up with your channel so I know what's up with Tesla (I want one, but am poor) and solid state batteries (because they'll make Teslas cheaper and I am poor) So thank you for all your research and hard work! Looking forward to learning more!
@@DillonLoomis22 I'm referring to the CCP and there manipulation of there company fiances. The CCP falsely reporting numbers or supporting company in unstable ways. Did Tesla make the deal just to make other deals with china to get precious metals only mined in big enough quantities right now by chines company because the CCP is not being held to the same regulatory mandates the USA is? also I'm asking a serous question not trying to start a fight why lol and not answer the 2nd part of the question?
Hard to trust catl as they remained open to tesla competitor. And the upcoming batt tech tesla gonna reveal, jz hope no copy and paste replicating without proper patent
whats the problem with this? Tesla opens their patents for everyone. the enemy are ice vehicles. Patents and IP shoudnt be a landmine for people to innovate. Elon and catl knows this. the more customers CATL gets, the more they produce, the more the economies of scale, the better price tesla gets, the lower price electric car gets, and the faster ice gets destroyed. i will be dissapointed if ice car sales dont approach 0 by 2025.
One can also say "Investing in American companies is risky, just look at Enron and now, Nikola". Placing judgement on an entire sector or country based on a few companies does little to make ourselves better investors. Not for investing per say, but America really need to up their game in setting up for emerging tech through government incentives.
Oh my!! What if the government subsidies go away, wonders Zeng! Well, you just might have to raise capital like every other corporation in the real capitalist world. I enjoy this channel’s analysis, I just hope they’re not forgetting geopolitics and I hope they don’t become outright schills for the PRC. Will be watching.
This guy and this chick need to go back to the Animal Planet so they can do cute stories about Koala Bears and Chipmunks. They don't even know what they are reading off the teleprompter in this video.
@@DillonLoomis22 Actually it sounds like whoever responded to my comment IS the "professional". You were VERY professional in the tone of your response and in keeping on point. You still need a little work on grammar, punctuation, and sentence structure. Yours is still one of the better responses I have seen in a while. Keep up the good work.
We gotta respect the research this channel does.These guys are the real deal. Always a unique subject. Always thorough. Never disappointing. Never! a recycled vid from another.
@House Essentials No. It's just you trolling this comment section. You have now made 3 comments with the exact same message.
I appreciate you fam...pinned!
@House Essentials being a war mongering troll does not help no one. CPC is just a name, CPC is now made up of a mix of smart Chinese and American ivy league graduates. Get some better information before spouting our your hate message.
@@weili1351 it doesn't help that theres someone in the highest american office who blames everything that goes wrong on china, china is now what the jews were in the 1940s or the russians during (and after) the cold war a scapegoat. That being said china doesnt win points with their treatment of hong kong, taiwan, the uygur muslims and india, they frankly should be a little less concerned with saving face domesticaly and worry a bit more about how they look internationaly as thats what their economy hinges on. Just look at how easy it was to ban huawei from 5g in US and UK and maybe EU will follow
@House Essentials
Is it a benefit for all mankind to keep on the sunny side of life? No!
There is the right time and place to deal with issues that are incorrect and evil.
I think Elon knows everything needed to further help fix issues within this regime.
The people of China want to better "Humankind" also.
There are governments all over the world that do things wrong and pit nations against each other.
CULTures are our own worse enemy.
CULT extremism is a dangerous tool for war.
None of us win in war.
Diplomacy at the grassroots level promotes more unity in Community.
Here in Canada there is evil that creates a facade of being good.
I have witnessed decades of how confidentiality is abused as a weapon against us repeatedly.
Repeated coverups by experienced levels of government staff abusing their positions for selfish gains and power.
Murdering their own fellow citizens on purpose, in facade of righteous do gooders.
It is thick with evil here there and everywhere.
It is much better to stay on the sunny side when it is sunny and turn on the light of evidence and witness all evil within our own community.
The people in China have done the same repeatedly in history.
Other Countries are finally standing up to China's wrong doing.
Thanks for the insight into CATL. Loved the texts bruddah lol
@House Essentials No. It doesn't.
Hahaha I thought it was funny! Was picturing Zeng saying that lol
Great job! Very good insight to CATL, did not know much about CATL history. The EV markets is going to explode in Asia and Europe in the next 5 years.
Thank you Wei! Appreciate the feedback :)
@@DillonLoomis22 I have followed a lot of good Tesla EV channels, I find yours the most insightful lately. Keep up the good work!
it has already exploded
So, to sum up, CATL has the real "Beef"!
Very interesting for sure. Competition fuels innovation! That is a good point about the subsidies running out in China and how that will affect the Chinese EV market. So many moving parts globally now... makes my head spin lol.
Nearly impossible to keep track lol...just have to do our best!
Don't sleep on the developments in China...this is really the market to watch!
@House Essentials So you stopped liking this channel because of this one video?
It's clear that you don't like China, but please refrain from letting your hate infect the comment section for this channel. Running around accusing the content creators of being CCP members will only give the impression of you being a troll.
Thanks for the support @Yourcrazybear appreciate you
@House Essentials I have huge problems with how China abuse human rights, but at the same time they are undeniably going to leap frog America in emerging technologies, if not already. So what do we do now? Unleash cancel culture on all that mention what China is doing right? Or be competitive and learn from the good examples, while also learning from the bad so that we won't make their mistakes? Keeping our heads in the sand won't make us better human beings.
America just spent trillions filling the pockets of the corporations and the rich stock holders in this pandemic. America also invaded a country not for "destroying weapons of mass destruction" but for its oil. Yet I still love America because its people want to do good, and the good out weight the bad. Keep your head high and open to listening to what you don't want to hear.
Wow! Tons of good information in this video! Did Elon Musk send you the TESLA sign on your wall? Fantastic video!😀👍💸💸
Thank you! Appreciate the feedback :) - I actually got that sign on Etsy...I wish Elon sent it lol
Great research. Def ahead of the curve here. Kind of a bummer no domestic companies can or will really have a foot in the production of the biggest supplies we need for the future.
Your research is incredible.... Thank you sooo much!
My pleasure Anthony, thanks for the encouragement!
Good-to-know info! Thank you and subscribed.
Hey Bruce! Thanks for the feedback my friend, happy to have you on board!
Excellent, thank you! Cheers
My pleasure Shaun...cheers mate!
Interesting video. I'm staying away from Chinese companies at the moment.
Understandable
Unless there is proof of shenanigans with company this is pointless. Do you not buy nestle products? They starved children to death and think water isn't a right. How about IBM? They supported nazi genocide. Boeing has siphoned billions in tax payer money with backrooms deals and no products. There are plenty of Reasons and corporations to boycott. Sweeping generalizations don't solve any problems.
@长者居中 Yes, Trump at the top of the list. But China has a corrupt, repressive government too. Both our countries are due for an intervention of liberty and justice.
Ive been trying to find component workarounds in the event of complete trade embargo or war with China. Not so easy. For example, a transformer we buy in bulk costs $0.19 from China. It's US made equivalent is $10 in bulk - kind of a product game changer. Over time the US will become competitive, so a rapid resolution to the conflict is in China's best interest. Just so hard to point fingers at China when we have Trump as president!
Great deep dive on the Tesla / CATL deal, the battery backbone is the most important aspect to understand for anyone keeping tabs on the shift to EV this is the best analysis on the net, thank you. Subscribed.
Without a doubt Graham...been saying that from day 1! Welcome to the community, happy to have you :)
Thanks for the video. Very informative and useful background that I did not hear elsewhere.
Thanks for sharing this + feedback Dominic!
Great research and presentation. Information was well organized and given in a straight forward efficient manner. Some tubers insert to many dramatic phrases trying to 'window dress' the information as if it's all about them as the presenter...producing a gag reflex from me as an observer. Great team work, keep it up!
Haha great to know, thanks for the feedback John!
These contracts might not matter for long. Tesla will insource batteries as soon as possible. I think we'll find out more at battery/investor day in September.
We definitely will but demand > production capability for some time
There is also the tab-less electrode patent A lot of people haven't really appreciated the implications of this. This is going to simply pack production massively.
Yes, but it has nothing to do with CATL
True!
Great stuff.......informative, all material I hadn’t heard before. Electrified seems to cast a wider net in terms of the subject matter covered than other Tesla news channels. Nice job!
Your detailed research videos are excellent!
Thank you Steve! Glad to hear you enjoy them 😊
Great Video, I agree There's lots of potential in China. I've been very impressed with their work ethics, rapid innovations, and their willingness to learn from mistakes.
And how fast the gigafactory was built :).
You and me both...and that market is still 3x the size of the US...can't be overstated!
A bit worrisome to see Elon and Tesla getting involved with Chinese companies given what's going on in Hong Kong, the ongoing threat to Taiwan, the Hwawei situation, military confrontation at the border with India, provocations in the South China Sea, etc., etc.
You can argue there are problems everywhere in this world though!
Is it a benefit for all mankind to keep on the sunny side of life? No!
There is the right time and place to deal with issues that are incorrect and evil.
I think Elon knows everything needed to further help fix issues within this regime.
The people of China want to better "Humankind" also.
There are governments all over the world that do things wrong and pit nations against each other.
CULTures are our own worse enemy.
CULT extremism is a dangerous tool for war.
None of us win in war.
Diplomacy at the grassroots level promotes more unity in Community.
Here in Canada there is evil that creates a facade of being good.
I have witnessed 3 decades of how confidentiality is abused as a weapon against us repeatedly.
Repeated coverups by experienced levels of government staff abusing their positions for selfish gains and power.
Murdering their own fellow citizens on purpose, within facade of righteous do gooders.
It is thick with evil here there and everywhere.
It is much better to stay on the sunny side when it is sunny and turn on the light of evidence and witness all evil within our own community.
The people in China have done the same repeatedly in history.
Other Countries are finally standing up to China's wrong doing.
@@matthanrath497 They might as well not strike deals with anyone because most of not all world governments engage in shady shit..... His goals are literally fighting climate change and global warming... He has done more to solve that problem than most people have... Sure as hell more than you who is just here to complain about what deals he making and with whom... Not just by making electric cars but by forcing other car
CATL is already moving to Na Ion batteries because access to Li is so limited. The future is fluid
The contracts are probably short term because it will take a couple of years for Tesla to scale up their Roadrunner battery production technology that they are just starting to build up to scale in Fremont. Once they’ve ramped it up there and worked out the kinks for high volume manufacturing then they will start building it up at Nevada and then Berlin, and finally Shanghai so all of their production will gradually be in house, but they need these other supply agreements in the interim until they can get there.
You got it!
@@DillonLoomis22 Yes, CATL is a stopgap until Tesla can scale up their own battery production. CATL is also advantageous as another local supplier in China. It takes much battery supply to produce EVs at large scale.
I could not find the listing for CATL, ASSUME THEY ARE NOT LISTED INTHE USA?
Tesla has to be very careful in China, always remember how Siemens and Kawasaki were kicked out of the country after Chinese robbed their high speed railway technology.
I wasn’t aware of that, will have to learn more! Thanks for sharing
@@DillonLoomis22 If the Chinese wanted to, they probably would use the strategy took over the McDonald's. When McDonald's first went to China in early the 90s, they got huge benefits from the Chinese government's preferential policies because the Chinese were very interested in how to run business at that scale. After 2 decades, Chinese learned how to build and run the entire supply chain domestically, McDonald's found it became extremely difficult to do business in the country and the once friendly government became contrarian, they finally surrendered the business to the Chinese. As today, McDonald's restaurants in China is probably the only franchise on the planet bearing that logo has nothing to do with -- the McDonald's.
"Can pigs lifted by typhoon really fly?" Man I love that quote. 👍
My thought about the Million-mile batteries; the EV (okay, Tesla) I buy now doesn't have to have one (tho that would be great). It just has to have a battery that lasts long enough to be replaced by one.
I completely agree. I'd rather have a more affordable car than a 1M mile battery personally. I'll have a new car well before then anyway lol
Zeng is from the person same city as mine and his office has big slogan says life is all about gambling. That is how he win
We need to do our business here. We have already seen first hand how that affected us during the pandemic. It's dangerous!
What exactly are you referring to?
What aren’t you clear about?
yup Trump was right about the CCP all along.
I'm sure Elon Musk saw the potential of a Chinese connection some time ago and has embraced it enthusiastically. It will benefit him and Tesla enormously in the years ahead. A man of vision and foresight.
Without a doubt!
Not new, many American companies use Chinese suppliers. Elon simply uses his army of engineers to do the work for him and he takes the credit.
There's something mildly annoying about people pointing to non-existent video clip links towards the end of the video.
Thanks for the feedback lol, will eliminate that!
@@DillonLoomis22 :)
Awesome! Btw is Ash now selling CW spectacles?
CW?
@@DillonLoomis22 Ah, it stands for Cathy Wood from Ark. When my wife did not want her picture on her Airbnb profile I nerdified her with some horn spectacles. BTW Ashley is so gorgeous everybody asks to see her. Too many nerds out there, good reason to be jealous.
Honestly I doubt there will be a pure reliance on CATL for a variety of reasons including rising tensions and future proofing unsustainable battery resources. They’ll be a profitable company in the long run because most auto manufacturers will sprint to make electric, but as far as innovation I think Tesla is just using them to match growing demand.
Never a pure reliance, just an extended reltionship potential for lower cost models for as long as they can't meet demand on their own, which will be a long time
12:05
Most excellent. Thank you both
You got it, glad you enjoyed!
I cant find CATL stock and Hanwha Q-Cell stock for the life of me on Robinhood Trading Brokerage APP???...
So, to sum up, CATL has the real "Beef"!
Yep! Lol
I am not convinced TESLA will switch to Prismatic Cells. Why would they switch when they have perfected battery conditioning using cylinders?
Cheaper and a worthy experiment as they don't need the best performance in the Chinese market
i was trying to find this stock until i came across this article:
On January 6, the US Department of Treasury’s Office of Foreign Assets Control (OFAC) published new guidance stating that “transactions in the securities of any Communist Chinese military company (CCMC) subsidiary (whether expressly listed or not) are prohibited if the subsidiary’s name exactly or closely matches the name” of listed CCMC entities. In this guidance, OFAC identified 3 additional companies whose names it says closely match the names of previously identified CCMCs.
Companies whose securities may not be purchased after January 11
Company name abbreviations are not trading symbols
Aero Engine Corporation of China
Aviation Industry Corporation of China (AVIC)
China Academy of Launch Vehicle Technology (CALT)
China Aerospace Science and Industry Corporation (CASIC)
China Aerospace Science and Technology Corporation (CASC)
China Communications Construction Company (CCCC)
China Electronics Corporation (CEC)
China Electronics Technology Group Corporation (CETC)
China General Nuclear Power Corp.
China Mobile Communications Group
China National Chemical Corporation (ChemChina)
China National Chemical Engineering Group Co., Ltd. (CNCEC)
China National Nuclear Corp.
China North Industries Group Corporation (Norinco Group)
China Nuclear Engineering & Construction Corporation (CNECC)
China Railway Construction Corporation (CRCC)
China Shipbuilding Industry Corporation (CSIC)
China South Industries Group Corporation (CSGC)
China Spacesat
China State Construction Group Co., Ltd.
China State Shipbuilding Corporation (CSSC)
China Telecommunications Corp.
China Three Gorges Corporation Limited
China United Network Communications Group Co Ltd.
CRRC Corp.
Dawning Information Industry Co (Sugon)
Hangzhou Hikvision Digital Technology Co., Ltd. (Hikvision)
Huawei
Inspur Group
Panda Electronics Group
Sinochem Group Co Ltd.
1 HUGE problem with all this. It’s called duty fees and the us-China tensions going on right now and the fact that China is struggling financially. They don’t even have enough help millions of their own people to stay dry from flooding rivers
I think they will overcome
Electrified overcome the US-China tensions? You realize that we are running a 2 carrier task force in the south Asian sea because ALL other countries have been complains of chinas smash and grab to the ocean rights? Or do you not know about the millions of people that have no help from the ccp from the 100yr storm that’s about to burst the 3 gorges dam which is bulging? Or maybe the ccp being-sanction by every major country and only siding with Iran? I see your point I just think there is A LOT your not taking into consideration. If you pull your head out of the clouds maybe you’ll see some of what’s going on? The US and China have been going at it for over 3 yrs, why would trump change direction all of a sudden? Try buying solar panels and bring them into the country legally. You’ll pay $400/ panel, but they sell them to you for under $100.
Lol the throw up face got me
Haha
In my bike I been using high performance (6c) lfp cells from liitokala, and it has worked perfectly. I made 2x 12s2p 37v 13ah packs, total 1kwh under 200e... Lasts forever and bike has good power and range. Peak is about 1,5kw.
That’s awesome!
Liitokalas are awesome batteries. Have capacities higher than their actual rating. lifepo4 batteries are awesome and have great cyclelife
Can you reference an independent testing of CATL LFP at 240kWh/kg at the cell level?
Also there is no 'rare earth/element' used in any EV battery, only in PM motors.
Rare earths are not really defined clearly
I guess they are more energy dense than regular LFP...where or when can I buy them?
@ Is Tesla too expensive?
The short answer is not. Let me explain:
If you buy a stock, you need to know
1. FEPS (forward 12 months,earning per share )
2. FGR （forward growth rate of EPS )
3. Since FPE= Price/ （FEPS）
4. Thus PEG=FPE/FGR
5. For comparison, stock with lower PEG is relatively more valuable.
6. Base on the above, one can compare Tesla with some familiar stocks as followings（*）
TSLA-(123/230)=0.53
*AMZN-(72/99)=0.72
*FB-(24/33)=0.73
*GOOGL-(28/32)=0.87
**CRWD-(600/530)=1.13
***NFLX-(59/33)=1.78
****SHOP-(1193/40)=29
Conclusions:
1. According to Cramer, a stock is too expensive when PEG is equal or higher than 2.
2. Tesla is the cheapest stocks among all the above.
*All data are based on 7/10 prices.
**By the end of 2022, Tesla will probably have 2-2.5X its current output of EV, from combined Arizona, Fremont, Shanghai, Berlin, Austin and Chongqing Giga factories.
Thanks for sharing
Any idea what 21C means?
Please correct me if I’m wrong, but I’ve tried to purchase CATL stock, but I end up going in circles and nobody can sell it to me?
On Shenzhen exchange only
Electrified I know
Great video! And I think the co-host transition you did is a great change... its good to have more women discussing electric cars as well :-)
Thank you for the feedback, she will continue to get better!
You guys need some background music, nice video but it sounds like school class and makes me sleepy.
Then take a break from TH-cam and return later? Or you could put on some background music yourself? That would be way easier and you would even get the music that you like :).
Please do not put on background music. It's much easier to follow when someone talking if it's quite in the background.
I like school, as long as I don't have to leave home. The chances of them choosing music that I don't appreciate is high.
Thank you for the feedback. We definitely need to be much better on camera, we're struggling to be natural still lol. We have tried music but a fair number of people complained. We'll keep experimenting
2 things i would point out, 1st the stats of tesla's model 3 lfp version kinda suck, it has less range (wltp 218miles vs 254miles) And its a lot heavier, (1745kg vs 1612kg) and they only reach a pack energy density of 125wh/kg vs for instance the BYD blade battery's 140 wh/kg.
2nd, i think you are confusing LFP with NMC when talking about future cell density, yes they are talking about 200wh/kg for LFP but the 350wh/kg comes from their currently in research NMC811 cell (to be clear CATL already has NMC 811 cells and theres one that rumoured to go into a new chinese car by end of year with 304wh/kg vs ~280 for lg chem's nmc811 and ~250 for tesla's 2018 2170 NCA)
Thank you for adding these points! Yes the LFP performance is lower but it should still lead the Chinese market
Again * Don't forget to subscribe and comment - and "like " for the algorithm 👍Be well everyone. Great info Another masterpiece of real investigative content 👏 Bravo Dillion great job Ashley 👏
My man always...thank you! 👊🏻
Bro you hot the nail on the head again.... way ahead the the curve they can't keep up with your research brother.
www.electrive.com/2020/07/20/catl-to-kick-off-lfp-cell-supply-for-tesla-china-model-3/
Tesla just dropped the Model Y SR in the US, maybe no SR from Berlin either?
LFP maybe not good enough for LR models.
Elon said the < 250 mile range was not sufficient but they will be releasing single motor Model Y here in a few weeks/months as a "replacement"...nothing to do with LFP though...not yet at least
Sorry, but I agree with quantaca.
As stated, I believe the LiFePo4 chemistry only provides sufficient density to suit the short range Model 3, it's limited by the physical volume available in that vehicle (not just the pack)
The Tesla cell (probably 2170?) Will provide well over 300Wh/kg, that's where the (main) cost saving occurs, with fewer cells in the smaller packs.
Other savings?
I believe the new cell will have its first application in the Plaid Model S. That vehicle (pack) needs substantial energy boost in a volume which I suspect is "maxed out" with the existing design.
Also, cooling needs to be addressed.
That will be accomplished in several ways, by cell materials and chemistry (Maxwell/ Jeff Dahn)
New cell construction (edge connection) all of which reduce the internal resistance, therefore heating of the cell under load.
(Not to mention charging at ax V3 rates for the full 0-100 pack capacity)
Then, there's the pack patent (mentioned in the video).
That details the sub module layout, but *also* suggests innovative multi- state cooling (clever!) and a fast construction using layered PCB connections (less, if any welding of terminals?)
(Note that the patent indicates use of cylindrical cells)
The logical path would then be to use the same "box" with fewer cells for the "lesser" S/X models.
This would logically lead to the end of the 18650 cell, meaning a *much* cheaper pack, due to both density, and no shipping cost (cash for a refresh??).
Next step?
Why not a smaller "box" for all but Plaid cars?
Model 3 size? (A 40% density increase would increase yield from 75 up to 100kWh in the available volume, that's about 350Wh/ kg)
Result,
A modular pack casing that fits ALL current S3XY models would save a huge amount. Just tweak the cell quantity.
Why not a common BMS?
Those cell sub modules could also be used for storage solutions.
(Note the lack patent specifically mentions a storage application)
All shaving the costs, Tesla likes Modular.
Thanks for sharing!
Tesla Energy business will fill-in the sales.
Can you do a video on CATL and their plans for the factory they are opening in Kentucky, USA?
My understanding is that retail investors cannot buy CATL. Do you know otherwise?
This is accurate
What I don't know is the amount of silicon involved in this video...
Unfortunately you never will 😊 lol
@@DillonLoomis22 that's better I think 😉
Great information! Keep it coming! Was able to listen at 1.5 Playback speed with no problems. Although your faces are lovely maybe you could draw futuristic vehicles or leaf through a pile of vehicle designs or something as you talk. the occasional face shot is still ok; just break the monotony.
Thanks for the feedback, good to know!
Cool
Might be!
This was interesting...
Glad you enjoyed Sherri!
I only watched part of it but yeah we need trade with other countries for sure. Elon is smart to leave the door open. I think it's awesome that we can all advance helping each other.
And thank you.
Why do I feel uncomfortable about betting the farm on a Chinese company - particularly one that is in tight with the Chinese Communist Party? They have an established habit of partnering with Western firms and then a near identical product appearing - but cheaper. What could possibly go wrong for Tesla?
Haha I hear you. Deal is small for now, we’ll see how it plays out
What is the easiest way to invest in CATL stock?
Only trades on Shenzhen
Piedmont/tesla ownership could blow CATL out of the picture
A lot can change for sure
In the 2nd half of the video she finally seemed to warm up and stopped unnecessarily prolonging syllables and ending sentences trailing off in the back of her throat. :) great content! GJ team
Thanks for the feedback! Both still learning how to not suck on camera haha
catl: my batteries have more zeng in 'em
I HIGHLY doubt Tesla is switching to prismatics in the long term/globally. The benefits of cylindrical cells in reliability, safety, performance and other aspects, are well above what they would get from prismatics. I think they are simply taking advantage of CATL's expertise with prismatics, and the fact that they're the leading supplier in china, to accelerate production. I'm willing to bet it took far less time for them to adapt their chemistry to CATL's prismatic process, than to have CATL produce a whole new line for cylindrical cells, or to use a different supplier.
China's auto market is also far below the level that Tesla's vehicles are at. They don't need their cars to match the cars they're producing at Fremont. They can get away with producing a vehicle that doesn't perform as highly as their american made cars, because China's auto market is far less developed. Most of their vehicles are poorly made, unreliable and overall substandard, so it's much easier for Tesla to beat them by a wide margin, even without making their very best vehicle.
Thanks for sharing. I agree with you on most points, but you can say the same thing for the US market and anywhere else really lol
Great vid. Go State! ;)
WE ARE!
I wonder what will happen on battery day. It seems Tesla has much other/bigger plans.
They certainly do, but their plans are many just like their battery needs
Bit too shrill on China for my liking.
Lol just reporting
We are worried about Huawei... while the car can be a trojan horse for China. Go figure
Lol
I just don’t like such a strong connection between Tesla and the CCP, it cannot be good for the USA, and that is a concern for Tesla and the USA.
Many have voiced that concern
the batteries could be spying on your rear hole 🤣
I come here to see her by her career line in the front page of this link......
Where can I get the shirt?
Going to have the merch shelf ready soon! Stay tuned
When they say researchers, what percentage of that is spies and what is scientists?
Edit: fixed autocorrect
Do you mean spies? Lol
@@DillonLoomis22 frickin auto correct
the batteries are actually spying on your rear end and uploading it to redtube
Well working with CATL has its short term benefits but they will become a competitor in battery storage and will be a supplier for Tesla's competitors; so Tesla is very wise to develop it's own technology and production lines.
Absolutely!
tesla is obviously not the only one developping their own production lines of batteries
the speach is 2 forced in my opinion, but gj on the research.
Thank you for the feedback, still learning how to not be lame on camera haha
Early days and the majors are catching up quick.
Every improvement including batteries will be incorporated in every new vehicle.
The race is on and the winners has yet to be ascertained.
The losers will lose everything.
Lets face it a metal box plus 4 wheels plus a few motors is easy.
The deciding factors will be batteries and design.
There will be plenty to choose from.
A price war will result soon.
EVs are still far too expensive compared to ICE vehicles.
Getting cheaper by the year
Yes, to work with China, Politics is #1, the rest doesn't matter so much. Worked at one before, and believe me when I say I know better.
I believe it!
Far too many adverts.
Sorry you feel that way Phil, but I know what my time spent on these videos is worth and unfortunately YT does not pay creators very well from AdSense
I'm not mad about the seemingly random chick in this video, but I am disappointed that all she did was announce the next section that you were going to cover. You don't need a ring girl for your tech videos, have her say more. It really broke my focus having her just appear and then going back to you.
She needs to be utilized more or left out of videos. That's just my personal opinion though.
A ring girl lol...that's my wife. She has been in some of my recent videos but has been busy the past week. She'll be back
@@DillonLoomis22 I did not expect a reply so soon lol. But yeah, I look forward to seeing more of her, it just felt like she was under-utilized, but it's understandable she might not be able to record many lines if she's super busy.
Logan Presley haha good timing. I hear you - I have every intention of having her on for the deeper dive videos (weekends)
@@DillonLoomis22 Awesome! I keep up with your channel so I know what's up with Tesla (I want one, but am poor) and solid state batteries (because they'll make Teslas cheaper and I am poor)
So thank you for all your research and hard work! Looking forward to learning more!
this woman inspires evil thoughts some how
for use at dinner parties? ... LOL How about on Zoom calls?
Hahaha that too
Who says lit anymore? Children?
I’m 30 not 60 lol
Why would you purchase a CCP Model Y.
Lol
Common, u know the girl is total click bait ! What was even said in this video ? Lol
Hahahah gotta get those views up 😉 😂
Are you sponsored by CATL or what? You said that name like 100 times per minute
LOL they do not do sponsorship. They are not a consumer facing company.
Was going to make it a drinking game
Ugh... this is awful production... throw away the scripts and just talk like normal human beings.
We are still learning and trying new things, sorry about that. Thanks for the feedback
Dinner parties? 😳
Hahaha never been to one 🤷🏻♂️
How much of this was propaganda and what about CATL stealing some of there battery Tec from USA company's?
Propoganda how lol
@@DillonLoomis22 I'm referring to the CCP and there manipulation of there company fiances. The CCP falsely reporting numbers or supporting company in unstable ways. Did Tesla make the deal just to make other deals with china to get precious metals only mined in big enough quantities right now by chines company because the CCP is not being held to the same regulatory mandates the USA is? also I'm asking a serous question not trying to start a fight why lol and not answer the 2nd part of the question?
Hard to trust catl as they remained open to tesla competitor. And the upcoming batt tech tesla gonna reveal, jz hope no copy and paste replicating without proper patent
whats the problem with this? Tesla opens their patents for everyone. the enemy are ice vehicles. Patents and IP shoudnt be a landmine for people to innovate. Elon and catl knows this. the more customers CATL gets, the more they produce, the more the economies of scale, the better price tesla gets, the lower price electric car gets, and the faster ice gets destroyed. i will be dissapointed if ice car sales dont approach 0 by 2025.
Even if they try to copy will be very hard to do
@@mikumikuiyada good luck working with catl
Investing in Chinese companies is risky... just look at Luckin Coffee.
One can also say "Investing in American companies is risky, just look at Enron and now, Nikola". Placing judgement on an entire sector or country based on a few companies does little to make ourselves better investors. Not for investing per say, but America really need to up their game in setting up for emerging tech through government incentives.
All great accomplishments take risk
dope model X shirt. here you get it from?
I actually made it on Shopify awhile back...at 20K we have merch shelf coming though :) stay tuned!
Probably made by the CCP.
god lady drink some water
We are both still learning how to speak on camera lol, thanks for your patience
S
Model
Oh my!! What if the government subsidies go away, wonders Zeng! Well, you just might have to raise capital like every other corporation in the real capitalist world.
I enjoy this channel’s analysis, I just hope they’re not forgetting geopolitics and I hope they don’t become outright schills for the PRC. Will be watching.
Thanks for the feedback. No worries about being a PRC schill haha
I don't want to be offensive, but the girl is too hot and every time she pops up I am distracted and have to go back some seconds...
Not offensive at all, I’ll take it as a compliment! Lol
This guy and this chick need to go back to the Animal Planet so they can do cute stories about Koala Bears and Chipmunks. They don't even know what they are reading off the teleprompter in this video.
No teleprompter. We’re not professionals Nick, but are working to be better on camera. Thanks for the feedback
@@DillonLoomis22 Actually it sounds like whoever responded to my comment IS the "professional". You were VERY professional in the tone of your response and in keeping on point. You still need a little work on grammar, punctuation, and sentence structure. Yours is still one of the better responses I have seen in a while. Keep up the good work.