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Elon Musk Likes That This Tesla Rival Is Making Its Own EV Batteries

Elon Musk Likes That This Tesla Rival Is Making Its Own EV Batteries

埃隆·馬斯克喜歡這家特斯拉的競爭對手正在製造自己的電動汽車電池
Benzinga Real-time News ·  2022/07/07 23:58

Tesla Inc (NASDAQ:TSLA) CEO Elon Musk has reacted to the news that rival Volkswagen AG (OTC:VWAGY) is building its own electric vehicle batteries.

特斯拉公司(納斯達克代碼:TSLA)首席執行官埃隆·馬斯克對競爭對手的消息做出了迴應大眾汽車公司(場外交易代碼:VWAGY)正在製造自己的電動汽車電池。

What Happened: Musk tweeted "Great!" in response to a Slashdot article that said Tesla's German rival was announcing a $20 billion effort to build its own EV batteries.

發生的事情:馬斯克在推特上説:“太棒了!”一篇報道稱,特斯拉的德國競爭對手宣佈斥資200億美元製造自己的電動汽車電池,作為對這篇文章的迴應。

Great!

— Elon Musk (@elonmusk) July 8, 2022

太棒了!

-埃隆·馬斯克(@elonmusk)2022年7月8日

Volkswagen will create a new company called Power Co to build batteries as it vies to secure enough capacity, according to Slashdot.

大眾將創建一家新公司,名為電力公司根據Slashdot的説法,在競爭確保足夠的容量的同時,製造電池。

Why It Matters: It was recently reported that Warren Buffett-backed BYD Co (OTC:BYDDY) will begin supplying batteries to Tesla. The Musk-led company also gets supplies from China's CATL, the world's largest EV battery maker, also a supplier to Volkswagen.

為什麼這很重要:最近有報道説,沃倫·巴菲特-支持比亞迪公司(場外交易代碼:BYDDY)將開始向特斯拉供應電池。這家以馬斯克為首的公司還從中國CATL,全球最大的電動汽車電池製造商,也是大眾汽車的供應商。

Musk recently dismissed a forecast by Bloomberg Intelligence that Volkswagen could emerge as the top electric vehicle maker by 2024.

馬斯克最近駁斥了彭博情報(Bloomberg Intelligence)的一項預測,即大眾汽車可能在2024年成為最大的電動汽車製造商。

Volkswagen expects half of its global sales to be EVs by 2030 and sold 8.6 million vehicles worldwide last year, out of which 452,900 were battery EVs. In contrast, Tesla sold almost a million EVs in 2021.

大眾預計,到2030年,其全球銷量的一半將是電動汽車,去年全球銷量為860萬輛,其中45.29萬輛是電動汽車。相比之下,特斯拉在2021年售出了近100萬輛電動汽車。

Price Action: On Thursday, Tesla shares closed 5.5% higher at $733.63 in the regular session and fell 0.4% in the after-hours trading. On the same day, Volkswagen OTC shares jumped 5.5% to $18.24 in regular hours, according to Benzinga Pro data. 

價格行動:週四,特斯拉股價在常規交易時段收盤上漲5.5%,至733.63美元,盤後交易中下跌0.4%。根據Benzinga Pro的數據,同一天,大眾OTC股價在正常時間內躍升5.5%,至18.24美元。

Benzinga's Take: While Volkswagen has emerged as a potent rival to Tesla, particularly in Europe, it may find battery making to be a challenging proposition. Recently, Rivian Automotive Inc (NASDAQ:RIVN) CEO R.J. Scaringe touched upon the shortages in raw materials needed for battery making. These shortages extend to cobalt, lithium and nickel. According to Scaringe, 90% to 95% of the supply chain simply doesn't exist.

本辛加的觀點:雖然大眾已經成為特斯拉的有力競爭對手,尤其是在歐洲,但它可能會發現,電池製造是一個具有挑戰性的提議。最近,Rivian汽車股份有限公司納斯達克(Sequoia Capital:RIVN)首席執行官R.J.斯卡林格談到了電池製造所需原材料的短缺。這些短缺延伸到鈷、鋰和鎳。根據斯卡林格的説法,90%到95%的供應鏈根本不存在。

Read Next: Volkswagen Says US Could Face Many Challenges To Ramp Up EV Battery Output

接下來請閲讀:大眾汽車稱美國在提高電動汽車電池產量方面可能面臨許多挑戰

Photo via BoJack on Shutterstock

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