Recently, Yemen’s Houthi armed forces have frequently attacked passing ships in the Red Sea, triggering a crisis in the Red Sea waterways. Tesla became the first company to interrupt production due to the incident. The shutdown shows how far the crisis has hit Germany. Other companies such as Geely and Sweden’s IKEA have also warned of delivery delays.

Tesla said: “The armed conflict in the Red Sea and related changes in shipping routes between Europe and Asia around the Cape of Good Hope have had an impact on production work at the Grünheide plant.” “Longer shipping times have caused gaps in the supply chain.”

The interruption of production at the factory has brought more pressure to Tesla. Tesla is also embroiled in a labor dispute with Swedish union IFMetall over its refusal to sign a collective bargaining agreement, triggering sympathy strikes by many unions across the Nordic region.

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On November 24, unionized workers at Hydro Extrudes, a subsidiary of Norwegian aluminum and energy company Hydro, stopped producing parts for Tesla electric vehicle products. The workers are members of the Swedish trade union IF Metall.

Tesla did not respond to a request about whether the Hydro Extrudes strike would affect production.

Tesla said production at the Berlin Gigafactory will resume at full capacity on February 12. But the company did not respond to details of which parts were in short supply or how it would resume production at that time.

Attacks by Yemen’s Houthi rebels have forced the world’s major shipping companies to avoid the Suez Canal. This was originally the fastest sea route from Asia to Europe and accounted for about 12% of global maritime traffic.

Shipping giants such as Maersk and Hapag-Lloyd have been diverting their ships from South Africa’s Cape of Good Hope, making transit times longer and shipping more expensive.

Denmark’s Maersk Line said on Friday the diversions would continue for the foreseeable future.

Vessels circumnavigating the Cape of Good Hope add about 10 days to the voyage from Asia to Northern Europe and use about $1 million more in fuel.

European automakers and analysts have warned in recent months that sales across the electric vehicle industry are not growing as fast as expected. Some industry companies have lowered prices in an attempt to boost market demand affected by economic uncertainty.

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On April 9 this year, Tesla’s energy storage super factory project landed in Shanghai. The factory will plan to produce Tesla’s ultra-large commercial energy storage batteries (Megapack). At present, the Megapack system has been put into practical use in the United States, the United Kingdom, Australia and other countries to cope with the shortage of traditional fossil energy.

Previous reports have shown that Tesla’s energy storage super factory project initially plans to produce up to 10,000 commercial energy storage batteries per year, with an energy storage scale of nearly 40GWh, and its supply range will radiate to the global market.

It is reported that Megapack can reliably and safely store energy for the grid, eliminating the need to build natural gas peaking power plants and avoiding power outages. Each unit can store more than 3MWh of energy, enough to meet the electricity needs of 3,600 households for one hour.

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It is noticed that when Tesla released the Model Y, the Model 3 dominated the electric vehicle sales list and accounted for the vast majority of the company’s sales. However, Tesla CEO Elon Musk said Tesla expects the Model Y to be the company’s best-selling model. He was even more optimistic, saying that Model Y is expected to top the sales list of all models in the world.

Model Y has undoubtedly become the favorite of Tesla car buyers, and the car has also become a priority production model at the Shanghai Gigafactory. Data from Troy Teslike, an X platform blogger who tracks Tesla’s development, shows that the number of Model Y produced at Tesla’s Shanghai Gigafactory this year is expected to be 2.07 times that of Model 3. For comparison, Model Y production last year was 1.77 times that of Model 3.

The Model Y also fits Tesla’s financial goals because the car offers higher profit margins than the Model 3, according to Troy. Tesla has the highest gross profit margin in the automotive industry, and increasing gross profit margin can improve the company’s financial position and overall profitability.

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In a statement released on Thursday, the Nuevo Leon State Economic Development Council said it had approved the provision of 2.627 billion pesos (currently about 335 million RMB) in incentives (including payroll tax exemptions and other policies) to Tesla, which is equivalent to 3.37% of Tesla’s investment amount.

The Nuevo León state government said these incentives are aimed at building basic infrastructure such as water treatment facilities and roads for the areas surrounding the factory, and also include policies such as reducing Tesla’s payroll tax.

The Nuevo León state government estimates that the land area designated for the factory is approximately 261 hectares; the construction cost of the factory will exceed US$5 billion (Note: currently approximately 35.65 billion RMB) and is expected to provide manufacturing and technology The field will create 4,500 jobs. .

The state’s governor, Samuel Garcia, said in October that the “gigafactory” is expected to bring in about $15 billion (currently about 106.95 billion RMB) in revenue from Tesla and its suppliers over the next two years.

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The state government said the area of land earmarked for the plant is about 261 hectares. Tesla announced plans to build a new factory in Mexico in March but did not provide a specific construction timeline.

The Nuevo Leon government estimates that the project will cost more than $5 billion (Note: currently about 35.9 billion RMB), but Tesla has not announced its specific investment amount.

Tesla CEO Elon Musk said in October that he was cautious about plans to build a factory in Mexico given the uncertain economic situation. His remarks came after the Nuevo Leon state government said it would invest more than $130 million in infrastructure to support the factory’s construction. Reuters previously reported that Nuevo Leon state had agreed to build electrical substations, natural gas pipelines, rail spurs, roads and water and wastewater treatment facilities.

Nuevo Leon state governor Samuel Garcia said in October that the “gigafactory” is expected to bring in about $15 billion in revenue from Tesla and its suppliers over the next two years.

The Mexican government sees the Tesla project as an example of the rising trend of “near-shoring,” a growing number of companies looking to move production from Asia closer to the United States.

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At the time, Tesla did not disclose specific details of its investment in the Mexican Gigafactory. However, Mexican officials noted that an investment of $5 billion is expected for the upcoming factory (currently about RMB 36.5 billion).

According to Reuters, Samuel Garcia said at a recent event that investment in the Mexican Gigafactory has increased and that “Tesla and its suppliers alone will bring in $15 billion over two years.”

He also noted that the money will require the state of Nuevo Leon to invest more in projects like highways and other public works.

Before Tesla announced a Gigafactory in Mexico earlier this year, established automakers such as BMW, General Motors and Ford signalled their intention to launch or intensify electric vehicle production efforts in the country. With Tesla on board, Nuevo Leon could become one of the centrepieces of the electric vehicle revolution.

Previous reports have suggested that Tesla’s Gigafactory in Mexico will begin producing electric cars in 2025. However, Tesla has yet to issue an official statement on the facility’s latest target timeline.

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In it, Isaacson details some of the information Elon Musk has documented, such as his vision for the next generation of electric vehicle (EV) platforms.

While Tesla announced earlier this year that it would consider building its next-generation electric vehicle platform at its yet-to-be-built Gigafactory in Mexico, Isaacson said Elon Musk has changed the initial construction location of the Robotaxi platform to the Gigafactory in Austin.

“Tesla’s engineering needs to come online to be successful, and getting everyone to move to Mexico is never going to happen,” Elon Musk said.

Tesla is supposed to build new-generation models at its future Gigafactory in Mexico, but design engineers will realize their desire to be closer to the assembly process at the Austin Gigafactory, allowing engineers to get immediate feedback without having to move to Mexico.

Earlier this year, Samuel García Sepúlveda, the governor of the Mexican state of Nuevo León, said the automaker would build a production line outside Monterrey to produce Teslas worth $25,000 compact car.

According to another report from Isaacson, Tesla’s upcoming Robotaxi EV platform is expected to be inspired by the Cybertruck and share the same architectural design as the previously rumored $25,000 model.

He believes that the two electric vehicles are expected to use similar designs and may even use the same assembly lines. Extrapolating from the Tesla Vision, a key difference between the two electric cars is that the Robotaxi may not necessarily include a steering wheel, while a passenger car will definitely have one.

Isaacson also shared details of an electric vehicle design review meeting held in February, when Tesla chief designer Franz von Holzhausen presented the design of the $25,000 model and the Robotaxi design, to which Elon Musk responded enthusiastically.

“When one of these cars goes around the corner, people will think they’re seeing something from the future,” Elon Musk told the conference.

Isaacson pointed out that Elon Musk is far more enthusiastic about the Robotaxi project than the $25,000 car, and he is very eager to redefine transportation through self-driving models.

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Tesla revealed to the German local media, the light rail special train running from Monday to Friday, each shuttle interval of 40 minutes, running 60 per day, employees can directly from the nearest Fangschleuse station to take the light rail, directly to the Berlin super factory, the estimated daily transportation of more than 1,500 people.

Tesla says it will help reduce road traffic congestion in the area by opening a new light rail train that will replace existing employee shuttles.

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The Berlin GigaFactory, Tesla’s fourth, is said to be set for construction in November 2019 and to open on March 22, 2022, currently producing only the Model Y.

Since its opening, the GigaFactory has been increasing its capacity. Weekly production at the GigaFactory reached 1,000 units in mid-June 2022, increasing to 2,000 units in October 2022, 3,000 units in December 2022, 4,000 units in February 2023 and 5,000 units in March 2023.

At the end of March, Tesla confirmed that it had added a third shift to its Berlin hyperplane, which helped the company achieve weekly production of 5,000 cars per week.

The plant’s annual production target is 500,000 vehicles or about 10,000 vehicles per week. But for now, the GigaFactory has not yet reached the production rate of 500,000 cars per year.

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The two important factories are Tesla’s simultaneous ramp-up of production, aiming to produce 5,000 cars per week. Last month, the Berlin Gigafactory took the lead in achieving this goal, producing 5,000 Model Y cars a week, while the Texas Gigafactory could only produce 3,000 Model Y cars a week.

Today, Tesla announced that its Texas Gigafactory has reached a rate of producing 4,000 vehicles per week.

While the Tesla factory in Austin lags behind in competition with the Berlin factory, the Texas Gigafactory faces challenges that are different from the Berlin Gigafactory. The main difference is that some of the cars built at the Texas Gigafactory are equipped with Tesla’s 4680 battery cells, which enable a new “structural battery pack” chassis design.

According to reports, Tesla is having some problems ramping up production of the 4680 battery cells. This may have affected production at the Gigafactory in Texas, although Tesla has also taken some countermeasures, such as using 2170 battery cells to produce some Model Y vehicles, as it has done at other factories.

Tesla delivered 422,875 vehicles in the first three months of 2023, setting a new record, and the increase in production speed will bring Tesla closer to achieving an annual output of 2 million vehicles this year. The goal.

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