SMM tin morning news: 2203 contract opened high rebounded by a large extent, funds re-enter the market. Fundamentals, warehouse receipt inventory changes little, the spot market pre-holiday shipment performance remains at a low level. On the market trend, 2203 contracts opened high last night to maintain a strong rebound. Funds re-enter the market again, but the overall volume of capital entry is still on the small side. To sum up, the price trend has rebounded, but taking into account the weak willingness of funds to enter the market, it is expected that the price before the festival to maintain a high horizontal volatility probability.
Shanghai tin high opening rebounded strongly to restore a small amount of funds to enter the market [SMM Tin Morning News]
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SMM steel morning meeting minutes: yesterday even iron continued to be strong shock, the whole day rose 3.40%. The final closing price of the main contract is 776. Port spot traders held steady in early trading compared with the previous day, and prices rose in the afternoon. Yesterday, the general atmosphere of spot transactions at the port was dominated by speculation by traders. The turnover of PB powder in Shandong area was 885-890 yuan / ton, which was 0-5 yuan / ton higher than that of the previous day. The transaction price of special powder was 570 yuan / ton, which was 5 yuan / ton higher than that of the previous day. The transaction price of PB powder in Tangshan area was 890 yuan / ton, 10 yuan / ton higher than that of the previous day. The turnover of PB powder in Jiangnei area was 907 yuan / ton. Recently, the macro-positive boost to the market, the futures market rose strongly; superimposed hot metal production rose slightly in the first ten days of January, mineral prices were favorable support. But at present, replenishment is over before the Spring Festival, production restrictions in northern steel mills are about to begin, demand from steel mills is almost stagnant, the driving force for rising mineral prices is insufficient, and iron ore prices will fluctuate tomorrow.
The production limit of North Steel Plant is about to begin. The pre-festival reserve store of the steel plant is coming to an end [minutes of SMM Steel Morning meeting]
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According to SMM data, the main raw materials of lithium batteries have risen rapidly since the beginning of 21 years. Among them, the price of battery-grade / industrial-grade lithium carbonate has risen to 33-360000 yuan / ton, an increase of 590%, and the price of lithium hydroxide has also approached 290000 / ton, an increase of 625%. The cost of the battery has also risen sharply, and the price increase has become a foregone conclusion. Superimposing the impact of the decline of subsidies for new energy car purchases this year, the market has started a wave of price increases, following the price increases of middle and high-end car companies such as Tesla, FAW-Volkswagen, Guangzhou Automobile, Xiaopeng and Hezhong New Energy. BYD also recently announced an upward adjustment of 1,000,000 yuan for its dynasty and ocean series. Effective from February.
New energy vehicles start a rising price tide Lithium Carbonate may break through the 400000 yuan mark [minutes of SMM Cobalt Lithium Morning meeting]
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Macro aspect:
On the dollar side: the dollar rose to a five-week high on Wednesday after the Fed hinted that it might raise interest rates in March as expected and slash its asset holdings later. These moves, together with a reaffirmation of plans to end bond purchases in March, mean that the Fed will shift from the easy monetary policy of the pandemic era to a more urgent war on inflation.
Federal Reserve Chairman Colin Powell said the Fed will keep an open mind and adjust monetary policy to prevent persistently high inflation from becoming entrenched. Although no decision has been made, "we will remain humble and flexible," he said. Wall Street stocks mostly sold off as the comments added to the uncertainty. The Fed's statement at the end of its two-day policy meeting raised particular questions about plans to cut its nearly $9tn balance sheet.
Crude oil: crude oil futures prices rebounded to their highest level in more than seven years on Wednesday. Concerns about the situation in Russia and Ukraine have pushed up oil prices. Both US WTI crude and European Brent crude reached their highest closing prices since October 2014. The (IEA) of the International Energy Agency said last week that the oil market was more tight than expected. The agency raised its forecast for oil demand amid a series of supply disruptions that led to a decline in inventories.
In the macro aspect, we focus on some important data, such as the annual profit rate of industrial enterprises above December in China, the Gfk consumer confidence index in Germany in February, the initial monthly rate of durable goods orders in December in the United States, and the actual annualized quarterly rate of GDP in the United States in the fourth quarter.
In the metal market:
In terms of metals, the basic metals market rose generally, with only lun lead and Shanghai lead fluctuating downwards. The price of (LME) copper on the London Metal Exchange climbed more than 1 per cent on Wednesday as investors bet that the Fed would not raise interest rates too quickly, leading to continued growth in the economy and demand for metals. Aluminum prices were boosted by fears that tensions in Russia and Ukraine would affect aluminum supplies, which rose for the third day in a row. Lun Nickel, Lunxi changed the previous day's decline, fluctuations rose, Lunxi rose 2.37%, Lunni Zhang 1.98%. After the initial rally of Shanghai and tin, it fluctuated narrowly, rising more than 2%, leading the rise of basic metals in the inner market.
In terms of black, the stainless steel night plate fell back after rising at the beginning, giving up some of the gains, but still recorded a slight increase, the iron ore concussion operation increased by more than 1%, and the screw plate was repaired after the initial decline, and the shock finally leveled out.
In terms of the coke system, the power coal plate initially rose, then fluctuated, with an increase of more than 3%, the coke plate continued to rise, up 2.6%, and the coke fluctuated widely, up 0.81%.
For precious metals, gold futures closed at their lowest level in more than a week on Wednesday, a day after hitting a two-month high. Gold prices continued their decline in after-hours electronic trading as US dollar and US bond yields rebounded after Federal Reserve Chairman Colin Powell hinted that he would withdraw economic support measures during the novel coronavirus epidemic and the Fed would raise interest rates in March. At a news conference after the Fed's latest policy statement, Mr Powell said policymakers were "agreed" to raise interest rates at the March 15-16 meeting, triggering a jump in US bond yields and the dollar and weakening appetite for non-income gold.
[overnight market] crude oil rose to a seven-year high and metals rose by more than 2% in Shanghai and tin.
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[SMM analysis: driven by abundant raw materials and superimposed profits, the production of electrolytic copper in domestic smelters is expected to increase by more than 5% in 2022 compared with the same period last year.] according to the SMM survey (involving 41 samples, covering current production capacity of 11.16 million tons), the planned output of China's mainstream smelters in 2022 is 10.45 million tons, an increase of 650000 tons or 6.56% over the actual output of mainstream smelters in 2021. "View details
[SMM analysis: another 500 billion yuan! A brief analysis of the huge investment in 2022] in early 2022, the State Electroweb held its annual working meeting, and planned to invest 501.2 billion yuan in Electroweb in 2022, a year-on-year growth rate of 5.96%. But it is worth noting that the total investment of Electroweb during the 14th five-year Plan period may reach 2.33 trillion, while the planned investment of 473 billion yuan in 2021 can basically be completed, if 501.2 billion yuan can be fully completed in 2022, the total investment will also decrease to a certain extent in the next three years, and the change of investment structure is more worthy of attention: first, inter-regional and inter-provincial transmission dominated by UHVDC; The second is to strengthen the construction of distribution network to cope with the growing development of distributed power and the supporting demand related to the access of electric vehicles. "View details
[SMM Analysis: an all-time high! December export of aluminum plate and strip exceeded 300000 tons] according to customs data, China's export volume of aluminum plate and strip reached another record high of 315800 tons in December 2021, an increase of 14.50 percent from the previous month and 49.41 percent over the same period last year. Aluminum strip exports totaled 2.9574 million tons in 2021, an increase of 26.57% over the same period last year. "check the details.
[SMM analysis: the total amount of China's primary aluminum imports in 2021 is much higher than that in the same period last year.] the total amount of China's primary aluminum imports in 2021 was 1.5797 million tons, an increase of 48.7% over the same period last year. According to SMM data, net imports of primary aluminum accounted for about 4 per cent of total domestic apparent consumption in 2021, an increase of 1.2 per cent over the same period last year. SMM expects domestic primary aluminum imports in the first quarter of 2022 to be lower than those in the same period. "check the details.
[SMM analysis: imports of zinc concentrate declined significantly in December or improved in January] according to the latest customs data, imports of zinc concentrate in December 2021 were 240254 tons (physical tons), down 128250 (physical tons) or 34.8% from the previous month, and 25.96% lower than in December 2020. From January to December of 2021, the cumulative import of zinc concentrate reached 3.647975 million (physical tons), a decrease of 4.57% over the same period last year. "View details
[SMM research: manganese industry chain enterprises Spring Festival holiday summary and post-festival prospects] according to SMM research, during the Spring Festival this year, cobalt and lithium salt plants started operation in February with varying degrees of production reduction, of which cobalt sulfate manufacturers plan to reduce production during the Spring Festival due to raw material shortages; in addition, the recent sharp increase in downstream demand, smelters and materials plant orders increased sharply compared with the same period last year, superimposed epidemic reasons, many workers can not return home and choose to continue production during the Spring Festival. "View details
[SMM Hangzhou thread weekly inventory: the market tends to be closed and inventory continues to accumulate] the spot price of Hangzhou thread is running smoothly this week. As of January 26th, the spot price of Hangzhou Shagang is 4750-4770 yuan / ton, which is 10-30 stronger than last week. The year is approaching, businesses have a large holiday, market transactions are relatively deserted, and inventory continues to accumulate. As of January 25, the social inventory of building materials in Hangzhou was 420000 tons, an increase of 90, 000 tons, or 27.2%, over last week. There was a decrease of 88000 tons over the same period last year, a decrease of 17.3%. "View details
[SMM analysis: Silicon-manganese exports decreased by 9.33% month-on-month in December. Spot prices first fell and then rose] according to the latest release by the General Administration of Customs, SMM statistics of December 2021 silicon-manganese exports: Silicon-manganese exports of 6613.32 tons, a decrease of 9.33% from the previous month, an increase of 20.02% over the same period last year; imports of 0.4 tons, a decrease of 99.98% from the previous month. According to SMM statistics, from January to December, the export volume of ferrosilicon is 107000 tons, and the import volume is 24000 tons, and the overall export is larger than the import. According to SMM, domestic silicon and manganese production remained high in December, while terminal demand remained low. Throughout December, overall market shipments are not smooth, and spot prices continue to decline close to the cost line, so most operators choose to trade on a daily basis or suspend shipments. Until mid-December, with the easing of terminal demand, the market began to show a turning point, spot prices began to pick up slightly, enquiries increased and shipments warmed up. "check the details.
[SMM Silicon Manganese Review: market quotation is chaotic and low price supply is less] on January 26th, the northern market silicon manganese 6517 (cash) 8000-8300 yuan / ton, the southern market silicon manganese 6517 (cash) 8000-8350 yuan / ton. At present, there are few market inquiries and quotations are confused. According to SMM understanding, although the northern market has a small amount of low-cost goods outflow, but the overall market strong high quotation mentality remains the same. SMM expects the silicon-manganese market to be weak and stable in the short term. "View details
[SMM molybdenum spot KuaiBao: the supply and demand of molybdenum market continues to operate smoothly] on January 26, the mainstream transaction prices of 45% molybdenum concentrate in China are 2400-2420 yuan / tonnage; 60% molybdenum-iron mainstream transaction prices are 16-164000 yuan / ton, prices are more stable than yesterday. But at the same time, the market is generally concerned about the environmental protection control policies of Beijing, Tianjin, Hebei and surrounding areas during the Winter Olympic Games. According to SMM, there are no official government documents out of the surrounding areas at present. "View details
[SMM magnesium ingot spot KuaiBao: trading weakening magnesium prices maintain weak consolidation] on the 26th, magnesium prices continued to decline slightly, with mainstream market prices concentrated at 41000 yuan / ton, factory shipments followed the market, and downstream demand tended to calm down under the influence of the approaching festival. at present, demand is mainly futures orders after the year, and the futures price is close to 40000 yuan / ton. A salesperson at a large magnesium factory said that with the approach of the Spring Festival, it is normal for magnesium prices to decline under the influence of weaker demand. "View details
The Erlianhot novel coronavirus infection prevention and control work headquarters announced that after a study by the Erlianhot novel coronavirus infection prevention and control work headquarters, it was decided that from 00:00 on January 27, 2022, the Erlianhot railway port would resume import business such as coal (in line with national environmental protection standards), iron ore, and tons of bagged copper powder in an orderly manner. The import business of container coal will be resumed at highway ports.
[Kamoa Phase II is advanced to April with material test run] the Camoa-Kakoula Copper Mine in the Democratic Republic of the Congo (DRC) is a major project for Zijin Mining to achieve leapfrog growth. The construction of the 3.8 million-ton ore concentrator in the second phase of the project is advancing rapidly, with about 93% expected to be completed by the end of January, and entered the commissioning phase with materials in April this year, with the overall progress much ahead of the original second quarter. Based on 100% equity, the Kamoa-Kakoula copper mine plans to produce 29-340000 tons of copper in 2022.
[environmental groups sue to cancel Minnesota's PolyMet opencast copper and gold mine deal] environmentalists sued the U.S. Forest Service on Tuesday in an attempt to overturn the 2017 land transfer to PolyMet Mining to build an open-pit copper and gold mine in northern Minnesota. The lawsuit, led by (CBD), a biodiversity center, claims that the project will destroy the homes of Canadian lynx and northern long-eared bats, both of which are listed as endangered under the US Endangered species Act.
[Wenshan makes every effort to build a demonstration base for green aluminum innovation and development to promote green hydropower and aluminum (Phase II) to make substantial progress] on the morning of January 21, the first session of the fourth people's Congress of Wenshan City opened ceremoniously in the lecture hall on the first floor of the Municipal Conference Center. Wang Shuzhong, deputy secretary of the municipal party committee and mayor, delivered a government work report to the conference on behalf of the municipal people's government. The report points out that to build the "Sanqi capital" of the world, the output value of the park will reach more than 57 billion yuan by 2026, build a green aluminum innovation and development demonstration base, and realize the added value of the aluminum industry to more than 16 billion yuan by 2026. Make every effort to strive for the landing of 500000 tons of green hydropower aluminum (phase II) and the whole aluminum industry chain project.
[Guotai Junan Futures: multiple factors stimulate aluminum prices to rise] as the supply gap caused by power restrictions continues to widen, aluminum prices have been pushed up to a 10-year high. Power restrictions spread from China to Europe in 2021. It is reported that alumina companies in Yuncheng, Shanxi Province and Henan Province have issued production reduction requirements one after another, and the market began to trade the expectation of a surge in alumina prices after the holiday, pushing up aluminum prices on the emotional side. Post-holiday aluminum prices are expected to maintain a high volatility pattern. In the near future, we should be on guard against the withdrawal of pre-holiday funds due to risk aversion, and follow-up recommendations should pay attention to variables such as overseas energy product crisis, changes in domestic social treasury, winter environmental protection policy, etc.
[China's aluminum foil exports hit another record high in 2021] according to customs statistics, China's aluminum foil exports in 2021 were 1.335 million tons, an increase of 7.73 percent over the same period last year, and the export volume also exceeded the previous 2019 peak of 1.295 million tons, an all-time high. For the whole year, aluminum foil exports totaled US $5.142 billion, up 34.2% from a year earlier and a record high, up from a previous peak of US $4.304 billion in 2018. Aluminum foil exports accounted for 14.8% of China's aluminum exports in 2021.
[November 2021 global lead market turns to oversupply] Foreign News on January 25, the data released by the international lead and zinc research group (ILZSG) on Tuesday showed that in November 2021, the global lead market changed from a supply shortage of 38500 tons in October to an oversupply of 20700 tons. From January to November in 2021, the global lead market supply surplus fell to 54000 tons, and in the same period in 2020, the surplus supply was 137000 tons.
[global zinc market supply gap narrowed to 19700 tons in November 2021] Foreign News on January 25, the data released by the international lead and zinc research group (ILZSG) on Tuesday showed that in November 2021, the global zinc market supply gap narrowed to 19700 tons, and the October supply shortage was revised to 22100 tons. The move follows ILZSG's announcement of a supply shortfall of 6100 tons in October.
[tin Industry share 2022 hedging Plan] on January 25, Tin Industry shares issued an announcement on the 2022 hedging plan. Tin shares and their subsidiaries intend to target the company's own production and supply chain business according to the actual production and operation of the company. to carry out hedging business of tin, copper, zinc, lead, aluminum, gold, silver and iron ore.
[Rio Tinto is worried about Serbian prime minister's comments on its lithium project or considering suing Serbia] Rio Tinto's chief executive said on Tuesday that he was concerned about the Serbian prime minister's comments on the company's lithium project after Belgrade revoked the global mining company's exploration license. Serbian Prime Minister Anna Burnabic gave in to environmentalists, halted Rio Tinto's lithium project last week and accused Rio of providing insufficient information to the community about the project.
[Fujian Baotai stainless Steel Co., Ltd. environmental impact assessment of 1.1 million tons of cold-rolled stainless steel project] the production scale of the project is: 1.1 million tons / year stainless steel cold-rolled steel coils, of which the first stage is 150000 tons / year cold-rolled stainless steel bright annealing products. The second phase is 950000 tons / year cold-rolled stainless steel bright annealing products.
[Valin Iron and Steel: some small coke ovens are being upgraded to large coke ovens] Valin Iron and Steel said on the interactive platform that the coke self-yield of Valin Xianggang and Valin Lianyuan Iron and Steel is higher. For example, the coke self-sufficiency rate of Valin Xianggang is more than 60%, and the production scale of Valin Henggang and Yangchunxin Iron and Steel is small, and there is no self-produced coke. At present, the national environmental protection and industrial policy strictly forbids the addition of coking capacity, and only allows the replacement of the same amount or reduction through the existing coke capacity. The company is currently carrying out the same amount of transformation and upgrading of some small coke ovens to large coke ovens.
[Valin Iron and Steel: the profitability of long materials and seamless steel tubes has rebounded. There are no M & An investment plans] on January 26th, Valin Steel answered relevant questions on the investor interactive platform. Valin Henggang said that Valin Henggang has reached a per capita annual steel production of more than 6 million tons per person per year, which is at a better level in the seamless steel pipe industry. And as the current plate downstream demand is still stronger than long wood, but the profitability of long wood and seamless steel pipe has rebounded from the lowest point in the fourth quarter of last year.
[Minsheng Securities: 2021Q4 Steel position ratio decline optimistic about special steel, pipe opportunities] 2021Q4 steel plate fell, general steel, special steel trend differentiation. Looking forward to 2022, demand-side infrastructure steady growth + dual-carbon limit steel output, iron and steel sector profitability is expected to improve. The central bank cut interest rates and various infrastructure measures to stabilize growth were gradually promoted to support steel demand. Under the background of "double carbon" on the supply side, the release of steel output is limited. The port inventory of iron ore at the raw material end remains high, coal output is gradually released under the stimulation of policy, the price of raw materials is likely to be weaker than that of mature wood, and the profitability of the iron and steel sector is expected to improve.
[East Asia Qianhai Securities: the risk aversion value of gold is highlighted as the conflict between Russia and Ukraine intensifies] recently, the conflict between Russia and Ukraine has shown a trend of further deterioration. Gold investment has obvious risk aversion attribute, and the allocation value is highlighted under the intensification of international contradictions. In the context of intensified geo-conflict, the risk aversion function of gold may continue to push its price up, and the relevant producers in the gold industry may benefit.
[Barrick Gold in Tanzania reaches Tier 1 status] Barrick Gold said on Tuesday that it had successfully transferred its North Mara and Bulyanhulu mines in Tanzania from "moribund" assets to tier 1 assets. Barrick, which took over the operations after re-acquiring Acacia Mining in September 2019, said its total production last year exceeded 500000 ounces, qualifying for a first-tier mine.
[Huahong Science and Technology's net profit increased by 121.98% in 2021, the supply and demand of rare earth products is strong] Huahong Science and Technology issued a pre-increase announcement on its performance in 2021, which is expected to achieve a net profit of 500 million yuan to 550 million yuan, with a year-on-year increase of 121.98% and 144.18% over the same period last year. The net profit after deducting non-recurring profit and loss was 460 million yuan to 510 million yuan, an increase of 147.90% and 174.84% over the same period last year.
Terminal information
[Panasonic will mass produce Tesla 4680 battery mileage by more than 15 per cent next year.] Panasonic plans to start mass production of 4680 high-capacity batteries for Tesla in early 2023, thus maintaining its competitive edge with South Korean and Chinese rivals, the Nikkei reported on Monday. Panasonic is currently expanding its plant in Wakayama prefecture and introducing new equipment to mass produce the battery, with a new investment of 80 billion yen ($704 million).
The first phase investment of 10 billion BYD's 17th largest power battery base is coming! On the afternoon of January 24, Ying Yong, secretary of the Hubei Provincial CPC Committee, and Wang Zhonglin, deputy secretary of the Hubei Provincial CPC Committee and governor, had a discussion with Wang Chuanfu, chairman of BYD, and witnessed the signing of a strategic cooperation framework agreement between Xiangyang and BYD Co., Ltd. It is reported that Xiangyang BYD Industrial Park will be an important new energy vehicle industry chain project under BYD. Five major projects will be built, such as new energy vehicle factory, auto parts factory, power battery factory, power battery parts factory and zero-carbon park.
[national Energy Administration: installed solar power capacity in 2021 is about 310 million kilowatts year-on-year increase of 20.9 percent] according to national power industry statistics released by the State Energy Administration in 2021, the country's installed power generation capacity was about 2.38 billion kilowatts by the end of December 2021, an increase of 7.9 percent over the same period last year. Of this total, the installed capacity of wind power is about 330 million kilowatts, an increase of 16.6 percent over the same period last year, and the installed capacity of solar power is about 310 million kilowatts, an increase of 20.9 percent over the same period
(the California bill to cut rooftop photovoltaic subsidies is about to be voted on.) with the California legislature about to vote on a bill to cut rooftop photovoltaic subsidies in the coming weeks, energy research firm Wood Mackenzie estimates that if the bill is passed, California's residential solar market, which is of weather vane significance, will plummet by more than half by 2024.
[Intel commits $20 billion to build at least two semiconductor manufacturing plants] Intel has pledged $20 billion to build a large manufacturing base on the outskirts of Columbus, New Albany, Ohio. Intel will build at least two semiconductor manufacturing plants in the area and will employ at least 3000 people. Construction of the plant will begin this year and is expected to be operational in 2025.
[Samsung: Xi'an Semiconductor Plant has resumed normal operations] Samsung Electronics said on Wednesday that its semiconductor manufacturing plant in Xi'an, China, had resumed normal operations. It is understood that Samsung Electronics' layout in Xi'an is mainly NAND Flash, with a monthly production capacity of about 120000 pieces in the first phase and about 130000 pieces in the second phase, accounting for 42.3% of the company's NAND Flash production capacity and 15.3% of the global production capacity. In addition, the company continues to expand in Xi'an, with the goal of establishing a 96-story V-NAND production base in China, but the progress has been delayed by the epidemic.
[Texas Instruments performance guidance gives more "strategic importance" to automobiles and industrial chips than expected. (Texas Instruments Inc), a major US semiconductor company, announced its results for the fourth quarter and full year of fiscal 2021 on Tuesday. Texas Instruments' revenue in the fourth quarter of 2021 was $4.832 billion, up 19% from a year earlier and exceeding market expectations of $4.43 billion, according to the financial report. Net income was $2.138 billion, up 27% from a year earlier, and diluted earnings per share were $2.27, up 26% from a year earlier.
[Nvidia is ready to abandon its acquisition of ARM] Nvidia is preparing to abandon its $40 billion acquisition of British chip designer ARM with little progress in getting approval, according to people familiar with the matter. Sources said Nvidia had told partners that it did not expect the deal to be completed. Another source revealed that Softbank Corp. is stepping up preparations for the initial public offering of ARM as an alternative to the Nvidia acquisition.
The global chip shortage has not been solved for a long time! Survey: inventory of key chips at US companies has fallen to less than five days.] the Commerce Department quoted the results of a new survey on Tuesday as saying that inventory of key chips for US manufacturers and other companies that use semiconductors has been reduced to less than five days. According to the U.S. Department of Commerce, companies typically maintain 40 days of critical chip inventory in 2019. The latest report says the company now has less than five days in stock for the same chips (defined as the 160 products the company considers the most challenging).
[2021 high-energy instant Funeng technology innovation technology breakthrough] 2021 is undoubtedly the year of the outbreak of the new energy vehicle industry, production and sales continue to rise, the whole industry ushered in a historical inflection point from policy-driven to market-driven; 2021 is also a year of vigorous opportunities for the power battery industry. with the steady increase in volume and scale, the development path of the industry is gradually clear: technology is always an important engine for market take-off. Core technological innovation will play a more and more important role in this huge industrial change.
[Tesla's 8000-ton Giga Press giant die-casting machine for Cybertruck will start operation next month] the official open day of the Teslad superfactory is approaching, and it is rumored that the first delivery of Model Y may take place before the end of March. The new plant will not only produce Model Y, but also plans to produce an electric pickup truck Cybertruck, at the factory. According to other rumors, the car has been postponed until 2023. Although it is too early to produce, there is new news that Tesla will complete an important milestone in Cybertruck production and start operating the first batch of 8000-ton Giga Press giant die-casting machines next month. Recent drone shooting also shows that Tesla has prepared the foundation for two additional giant die-casting machines.
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