2022. 12. 15. 테슬라 소식

1. 테슬라는 리튬 정제를 위해 미국 루이지애나와 캐나다에 추가로 부지를 고려하고 있습니다.

 

현재까지는 2022Q3 어닝콜에서 확인된바 미국 텍사스 연안에 리튬 정제소를 하나 건설하고 있습니다.

 

Tesla enters the lithium mining business and has already selected one site in the US. According to Tesla's Senior Global Director, the company is additionally considering sites in Louisiana, US, and in Canada.

In September 2022 it became known that the manufacturer is considering building a lithium refinery on the Gulf Coast of Texas. During the Q3 2022 Earnings Call, Musk confirmed the plan: “Yes. We're also building lithium refinery,” he said. Another company executive said the location is in Corpus Christi, Nueces County, which had been considered a potential location, with no official confirmation from Tesla.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-considers-sites-in-canada-for-a-lithium-refinery

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2. 어제 기가 베를린의 3교대 실시에 대해 포스팅 했었는데, 3교대 5일 근무시 모델Y 생산 캐파는 주당 4,500대입니다.

 

With the third shift, Giga Berlin's production capacity will increase to 900 Model Ys per day. This means that in a 5-day week, 4,500 cars will be produced per week. If, after the start of the third shift, the factory has two 6-day working weeks, then this will mean that Tesla will reach a production capacity of approximately 5,400 Model Ys per week. The company's goal was to reach a production capacity of 5,000 vehicles per week by the end of 2022/early 2023, and everything seems to be going according to plan for now.

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-berlin-could-start-operating-in-3-shifts-from-next-week-with-an-initial-capacity-of-4-500-model-y-per-week

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3. 일론이 이번 주 월요일부터 수요일까지 테슬라 주식 21,995,000주를 매도했습니다. 

 

Form 4에 의하면 35억 8천만 달러치입니다.

 

최종 매도 후 일론의 테슬라 지분은 13.4% 입니다.

 

개인적으로는 일론의 매도에 크게 관심은 없습니다. 저의 관심은 주가가 크게 폭락했을 때 단 한 주라도 내 포트에 담는 것입니다.

Tesla CEO Elon Musk sold nearly 22 million TSLA shares from Monday through Wednesday this week. The Tesla shares are worth around $3.58 billion, according to a Form 4 filing recently made public. 

The Tesla CEO last sold TSLA stock for Twitter last month. Musk explained then that he sold nearly $4 billion
 worth of TSLA shares to save Twitter. Musk has sold almost $40 billion worth of Tesla stocks over the past year. Despite this, Refinitiv data indicates that Musk still owns 13.4% of Tesla.

https://www.teslarati.com/tesla-elon-musk-sells-3-58b-tsla-shares/

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4. 테슬라는 미국에서 월 커넥터의 가격을 $400 > $350 로 인하했습니다.