Latest / Elon Musk Podcast / Elon Musk's Tesla Vs. Ford Motor Co Battery Factory - spacex starship update
Transcript
- 0:02Welcome back to the Elon Musk podcast where we cover Tesla,
- 0:05SpaceX twitter neurolink, boring company, and everything else,
- 0:10Elon Musk. So, please take a second, hit
- 0:12the Subscribe button. So you can get daily updates
- 0:15about everything, Elon Musk on your podcast, player of choice,
- 0:20Ford Motor Company and contemporary a x Technology
- 0:23Company. Limited the sea ATL are sent to
- 0:25build a multi-billion dollar battery plant in Michigan,
- 0:29according sources, familiar with the matter.
- 0:32The plant located about 100 miles, west of Detroit is
- 0:36expected to create approximately 2,500 jobs in the project has
- 0:40been mired in geopolitical tensions between the US and
- 0:43China and despite the uncertainty around the
- 0:45interpretation of requirements and President.
- 0:48Joe, Biden signature climate package, the inflation reduction
- 0:51act forward is moving ahead with the project.
- 0:54The inflation reduction Act is designed to withhold consumer
- 0:57tax credits for electric vehicles or He's made with a
- 1:01certain amount of China like materials and their batteries in
- 1:04the law, has raised questions about how the US Treasury
- 1:06Department. Will interpret these
- 1:08requirements, leading to speculation about the viability
- 1:11of the plant. Now, Ford's decision to proceed
- 1:14with the project signals, the company's commitment to
- 1:16investing in the production of Evie's and localizing the
- 1:19battery production in North America forward.
- 1:22And see ATL have been considering a novel ownership
- 1:25structure that would see Ford Own 100% of the plant including
- 1:29the building And infrastructure while see ATL would provide the
- 1:33technology to create the battery cells.
- 1:36This Arrangement would allow the facility to qualify for
- 1:39lucrative production tax credits under the IRA, the inflation
- 1:43reduction act while requiring, no direct Financial investment
- 1:47from see ATL Ford workers would build the batteries in America.
- 1:53The site for the new Factory is near the small town of Marshall
- 1:56in Southwestern Michigan and is room to grow.
- 2:00Actually bringing more jobs and a larger investment in the
- 2:03future. The company is also considered
- 2:05Virginia as a possible home for the plant.
- 2:07But Virginia governor Glenn yankin.
- 2:09A potential Republican Contender for the White House in 2024
- 2:13withdrew his state from the competition.
- 2:15Calling see ATL, a trojan horse for China, that would undermine
- 2:20policy efforts to strengthen the US Auto industry.
- 2:23Now, Michigan, Governor, Gretchen, Whitmer has taken a
- 2:26different position. Calling young kids move a Oil,
- 2:30determination. And Whitmer has been fighting to
- 2:33attract more EV investment to her State, especially after
- 2:36losing out to Tennessee and Kentucky D on Ford's historic.
- 2:39Eleven point four billion dollar blue oval City investment in
- 2:452021. In July of 2021, Ford announced
- 2:49it would begin using less expensive lithium-ion in July of
- 2:542021. Ford announced it would begin
- 2:56using less expensive lithium iron phosphate battery packs
- 3:00from see ATL and it's Mustang Maki models this year and F-150
- 3:05Lightning pickups in early 2024 which will boost output of those
- 3:09popular vehicles. And forwarded said, it is a plan
- 3:13to Source. 40 gigawatt hours of those batteries annually in
- 3:16North Cut in 2026 but would initially import them from
- 3:20China. The investment in the new
- 3:21battery plant, is part of Ford's 50 billion dollar investment in
- 3:25the development and production of Evie's.
- 3:28The automaker plans to produce two million Evie's a year by the
- 3:31end of 2020 6. And in 2021, Ford was the second
- 3:35largest seller of Evie's in the u.s. behind Tesla which controls
- 3:40almost two-thirds of the American market and the decision
- 3:43by Ford and see ATL to build a battery plant in Michigan.
- 3:47Is a significant development for the US EV industry as it signals
- 3:51a move towards more localized battery production in a project
- 3:55success will depend on how well the two companies navigate
- 3:58geopolitical tensions and changing regulations.
- 4:01However, the investment in the new plant, demonstrates a
- 4:04willingness to adapt and innovate in the rapidly evolving
- 4:08EV market. And the White House was
- 4:10reportedly requested that Tesla make its extensive charging
- 4:13network available to other electric vehicles according to
- 4:16Sources familiar with the situation.
- 4:18The request was made during a private meeting between two
- 4:21senior White House, officials tasked with implementing
- 4:24President, Biden's clean energy packages and Elon Musk, the CEO
- 4:28of Tesla and other company officials at the company's DC
- 4:32office on January 27 2023. The request was made in the
- 4:37context of a President Biden's goal to build a national network
- 4:40of 500,000 electric vehicle Chargers, which is a critical
- 4:45part of the administration's efforts to to bolster the US
- 4:47economy and achieve a major drop in carbon emissions to combat
- 4:51global climate change. The administration's request of
- 4:54musk reflects, how the president must have overlapped objectives,
- 4:58despite their public, animosities Tesla's existing
- 5:01charging Network which includes roughly 17 thousands of it's
- 5:04super chargers and slower. Tesla destination, Chargers
- 5:08could play a major role in what the White House is hoping to
- 5:11achieve however significant obstacles Loom towards making
- 5:15the transition other. Vehicles in the u.s. mostly use
- 5:19a standard called CCS for Rapid charging in the connectors and
- 5:23not compatible. With each other though.
- 5:24Tesla now sells adapters, allowing its cars to use CS
- 5:28stations. Even if the adapters can be
- 5:30supplied for CCS cars to use Tesla stations Tesla in the
- 5:34administration would still face a distinct set of hardware and
- 5:37software complications in part due to the proprietary data of
- 5:41the Tesla charging systems. Those barriers existing that it
- 5:45states despite the fact that Atlas charging stations are
- 5:48compatible with other electric vehicles in Europe because of
- 5:51government regulations mandating Conformity.
- 5:55Now, Tesla began making cars in Europe with the CCS charging
- 5:59standard several years ago and retrofitted to existing charging
- 6:03stations there in the u.s. musk said, last year that the company
- 6:08would start making the CCS standard compatible, with this
- 6:11charging at work, he hasn't provided details at all and the
- 6:152021 infrastructure law. Won't fund new charging stations
- 6:19that are only open to one brand of electric vehicle Tesla,
- 6:23though. Proposed last year, that is
- 6:25plugs. Not CCS should be the new
- 6:27standard in North America. Adding Tesla is charging service
- 6:31provider for other. Vehicles would be a big step
- 6:34forward but it's not as easy as flipping on a switch and there
- 6:38would be a lot of work ahead of them.
- 6:40The Outreach is unlikely to lead to Cozier public relations
- 6:43between musk in the White House and must kiss needled.
- 6:46The Isn't over electric cars in unrelated, political matters, in
- 6:50the past. Now, the White House had asked
- 6:52Tesla to open up his charging Network for use by other
- 6:55electric vehicles. It's part of President Biden's
- 6:57plan to build a national charging network of 500,000
- 7:02electric vehicle Chargers. Tesla's, current charging
- 7:07Network could play a significant role in this goal.
- 7:10However, there are obstacles in the way and hopefully Tesla CEO,
- 7:16Elon Musk and abide in ministration in the White House.
- 7:19Can come to a conclusion so we can get an electrified system in
- 7:24the United States of America going forward.
- 7:26Now, let's take a quick break and we'll be back with some
- 7:28SpaceX news. Just recently SpaceX had
- 7:33concluded, its 31 Jin Raptor to static fire.
- 7:37Test of booster 7 at Boca Chica Starbase Texas.
- 7:41Now, this is a substantial test for SpaceX.
- 7:45Not only did it tests the ground systems at Starbase, but it also
- 7:49tested the booster that will be sending a Starship to orbit
- 7:53sometime later this summer, possibly in a few months, if
- 7:58everything goes well, now before the launch, while before the
- 8:01static fire, there were two engines that malfunction one was
- 8:04shut. It off on purpose in the other
- 8:06one was shut off automatically. Now, we don't know exactly why
- 8:11they shut those off. What happened, what was the
- 8:13procedure for that? But we do know that to test
- 8:16engines were not ignited. During the static fire test.
- 8:19This is probably the most impressive static fire tests
- 8:22that we've seen since the Apollo era and also the space shuttle
- 8:28era, they had static fire tests of that ship but the Falcon 9
- 8:31ship spacex's Falcon 9, the Juggernaut, the Workhorse.
- 8:35Of spacex's Fleet while they're static fires, every single time
- 8:39at launches. Now, the important thing here is
- 8:42that Elon Musk said that they shut off the engine before hand
- 8:46due to something. We don't know exactly what it
- 8:49was, like I said before, but moving forward, there are some
- 8:53road closures coming up on Highway for Monday, February
- 8:5713th, Tuesday, or February 13th. Valentine's Day, Tuesday,
- 9:01February 14th, and Wednesday, February 15th between 8 a.m. and
- 9:058 p.m. every single one of those days.
- 9:08Now, does this mean they're going to be static firing this
- 9:10gigantic booster? Again, the booster by the way is
- 9:14about 250 260 feet tall somewhere around there and it is
- 9:21literally the most powerful rocket on the face of the Earth
- 9:24right now. Now if they do another static,
- 9:27fire of the Starship booster 7 They would have to submit an
- 9:32overpressure notice for the locals, because if there's an
- 9:35overpressure notice, that means the locals have to leave the
- 9:38area. There is still a couple holdouts
- 9:41in Boca Chica Village, which is just about a mile and a half
- 9:45away from the launch site. And when they do a large testing
- 9:49like this or if they do an over pressure test for what other
- 9:52tanks or if they do a small flight of one of their ships,
- 9:55they have to leave the area. SpaceX gets them out of there,
- 9:58but we haven't seen any sort of Notice the night before Monday.
- 10:04February 13th 2023 and they usually do it the day before or
- 10:08the morning of but something interesting happened over the
- 10:12weekend ship. 26 was wheeled down to the launch area was
- 10:19hoisted up on the pad a which is a suborbital flight pad and we
- 10:24don't know what they're going to be doing with it.
- 10:26Now, this ship is completely different than the ships that
- 10:28we've seen recently. The Whilst our ships have a
- 10:33covering underneath them that protects it, when it comes back
- 10:37in from orbit, right? So it's the heat shield on the
- 10:40bottom of the ship, it also has wings.
- 10:43It has fins on the top of it and fins on the bottom of it, which
- 10:46helps it navigate and do that. Sweet kick, kick turn on the way
- 10:49back down when it comes back to land.
- 10:52Now, this ship doesn't have any of that.
- 10:56Is just a cylinder with a nose cone on it and what we're
- 10:59expecting it to be. Is something of along the lines
- 11:03of a tanker ship. Now, there's a propellant Phil
- 11:06that's going to need to happen on the way to the moon, for the
- 11:10Artemis, three missions. The space launch system which is
- 11:13a NASA rocket will shoot the Orion capsule into Earth orbit
- 11:18and then Set It Off to the moon. Now SpaceX is Starship.
- 11:23Will rendezvous with the Orion Craft on Earth or on the moon's
- 11:28orbit and then They will send the astronauts from the
- 11:34translunar injection and the loiter between the Starship and
- 11:39the Orion capsule the orbit of the moon and then the Starship
- 11:44will land on the moon. Now the Starship doesn't have
- 11:47enough fuel to get to the moon to begin with so they have to
- 11:52have Starship Depot's Starship tankers and also amoun variant
- 11:58of the Starship rocket. so the tanker fills up the, or the
- 12:03depot, fills up, the tanker, other way, around the tanker,
- 12:08fills up the depot, a bunch of tankers, fill up this Depot, and
- 12:11then the starship, Connects with the depot, Andre fuels before it
- 12:17goes to the Moon, it expends most of its fuel on the way to
- 12:21Earth orbit, and in Earth orbit. It docks with the depot and gets
- 12:27fuel again. Transfer is the fuel, what Jets
- 12:30do? And if you ever seen a jet
- 12:32flying and they have a tanker jet behind it or tanker played
- 12:36behind it or in front of it, you know, the jet swoops up
- 12:39underneath it, fuels up real quick and then takes off again.
- 12:43What happens here or it's similar to when a gas tanker,
- 12:48something like a nice engine gas, tanker refuels at a station
- 12:52and then takes that fuel, simply cells, pretty similar, right?
- 12:57Basically filling up your car with gas and then the star ship
- 13:00goes to the moons, are they loiter in the moon's orbit
- 13:03connect with the Orion spacecraft and then go down to
- 13:06the surface of the Moon? It's absolutely incredible but
- 13:09ship 26. The one that was talking about
- 13:11before could possibly be at a tanker variant or a deep
- 13:15ovarian. We're sure that it's probably a
- 13:18tanker fuselage With No Wings on it because it doesn't need the
- 13:24heat shield. It's not coming back to the
- 13:26Earth as far as we know, and also the Starship Depot is a
- 13:31little bit taller, it looks like it's Li 50 to 70 feet taller
- 13:37than a normal Starship. So this one is not that big it's
- 13:42not that tall, it's the height of a regular Starship but I
- 13:46think what they're doing is they're testing out the guts of
- 13:48this thing. And I think what they're going
- 13:50to be doing on Monday Tuesday or Wednesday of next week, is there
- 13:53going to be doing a pressure test or a cryogenic test of this
- 13:58ship down at the Launchpad? So they can make sure that they
- 14:02can move forward with that part of the launch cycle, when they
- 14:06actually do something after the first orbital, CH.
- 14:10So if they do the orbital flight test, there's no plans to do a
- 14:13fueling in orbit because they're not going to make it for a full
- 14:17orbit. They're basically going to make
- 14:18it to about 98% of an orbit and then they're going to land off
- 14:22the coast of Hawaii and they're not going to have time to do a
- 14:26test fueling for this one but maybe an orbital flight Test 2,
- 14:303 4, maybe we'll see what happens in the future but I
- 14:34think what they're going to be doing over the next week?
- 14:36Is there going to be doing a either a pressure test or a
- 14:39Biogenic test, which is basically freezing this rocket
- 14:43because they have to freeze it before they fuel it up and
- 14:45before they light the engine. So it doesn't basically burn up
- 14:50and I think that's what they're gonna be doing next week.
- 14:53So that's the news from down at Starbase Texas.
- 14:57We're going to have a full episode about this.
- 15:00With one of our colleagues Neil Thorn.
- 15:02We're going to talk all about what's going to be happening
- 15:05with this lunar injection and the starship.
- 15:09It's down at the pad at Starbase, so stay tuned for
- 15:12that. That's going to be happening
- 15:14once every week on the stage 0 Network and the Elon Musk
- 15:20podcast. Thank you so much for listening
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