AD #3629 - Tesla Taking Orders for Refreshed Model 3 in China; Most Americans Unaware of EV Tax Credits; Jaguar to Drop I-PACE

This is Auto Line Daily, the show dedicated to enthusiasts of the global automotive industry. Reports out of China say that Tesla is quietly taking orders for the

Highland, the most anticipated refresh to the Model three since it came out four years ago. Highland is Tesla's internal code name for the refresh car. Customers

have to place a one thousand U one nonrefundable deposit to order the car, which is about one hundred and thirty seven dollars at current exchange rates. Deliveries

could start next month or in October. The base price is expected to be

around two hundred thousand YU one, which is around twenty seven thousand, four hundred and sixty bucks. That's twelve thousand, seven hundred and eighty dollars cheaper

than the current base model in the US, according to Tesla's website. Not

only as Tesla said to have refresh the styling mainly to the front rear facias, the Highland should get the front and rear giga castings to cut down on manufacturing costs. It's expected to get a five megapixel camera, which provides better

resolution for its automated driving system, and it sounds like the turn signal and gearshift stocks will be eliminated all together, and those functions will be integrated into the steering wheel instead, and the standard battery size will likely grow to sixty six kilowatt hours, up from the current sixty kilowatt hours. That will give

it a range of six hundred and ten kilometers or three hundred and seventy nine miles on the Chinese CLTC driving cycle. The high performance version gets a seventy

two kilowatt hour lithium manganese iron phosphate battery from coatl and if it hits at that base price, it would be absolutely stunning, and it suggests that Tesla's so called Model two, the entry level car that it will build in Mexico, could be priced under the twenty five thousand dollars that Elon Muska has been talking about. Despite all kinds of negative news on the charging infrastructure and the

price of evs, more and more Americans are interested in getting an electric vehicle.

JD Power and Ernst and Young found that nearly half of car buyers said they're considering buying a BEV in the next two years. JD Power is forecasting

that BEV sales will hit twenty seven percent of all sales in the US by twenty twenty six, up from about seven percent in the first half of the year, according to Wards Intelligence. Along those lines, Warren Brown and independent

analyst predicts that sales of electric vehicles in the US will hit one point one eight million units with seven point six percent market share for the full year year.

But while more people are interested in buying a b EV, most US consumers are unaware of all the subsidies they can get. According to a recent

Washington Post University of Maryland poll, seventy one percent of respondents said they knew little or nothing about the Inflation Reduction Act or the incentives it provides for buying an EV or other climate friendly products, even though it was signed into law a year ago. Many people know about the seventy five hundred dollars tax credit,

but there's other things they don't know about, like being able to get up to a thousand dollars credit to install a level to charger at their home.

If Advanced driver Assistance Systems or eight ASS were made standard equipment across all cars, it could save hundreds of thousands of lives. According to a new

study funded by the Triple A, with research performed by the University of North Carolina, eight s technology like automatic emergency breaking and other warnings could prevent up to two hundred and fifty thousand deaths over the next thirty years in the US.

It could also prevent another thirty seven million crashes in fourteen million injuries over the same period. But to get those benefits, more vehicles need to be

equipped with the technology. Currently, only about a quarter of registered vehicles have

automatic emergency braking or blind spot warnings. By twenty twenty seven, that's expected

to increase to about half of all vehicles. The Triple A also says there's

confusion with drivers on how to properly use eight as technology, and more needs to be done to educate them how to use it in order to see those full benefits. Jaguar says it's converting to an all electric brand in twenty twenty

five, but the only electric car currently in its lineup won't be a part of that future. JLR CEO says the I pace will be killed off about

the same time that it launches its new generation of evs in a few years.

You know, we've always liked the styling of the ie Pace, but it's been out since twenty eighteen with hardly any change. So now it's range,

charging, speed, and overall performance are well behind other newer electric cars, and it seems like buyers are savvy to that information. Only a little

more than seven thousand were sold globally last year, and it's on pace to sell less than six thousand this year, so Jaguar is really going to have to step up its game with its new evs. The first model is going

to be a four door GT with an estimated seven hundred kilometers or four hundred and thirty miles of range quote power output more than any previous Jaguar, a one hundred thousand pound price tag, and it will be built on its own unique architecture called JEA, and that's probably another reason the I Pace is going away. Its platform is made by Magna at a plant in Austria, which

also supports the ice powered Epace. To reduce its dependence on China for EV

batteries and materials, the US is offering generous incentives to not only open new mining operations, but to also build batteries in the country, and Stellantis announced its expanding its partnership with Controlled Thermal Resources or CTR to get lithium for batteries that will be used in its future evs. CTR's Hell's Kitchen project in California

is the largest lithium project of its type in the world and will extract up to three hundred thousand metric tons of the metal from geothermal brines every year.

Stilantis is spending more than one hundred million dollars to get sixty five thousand metric tons of that lithium grade battery material, which is up from a previous deal of twenty five thousand metric tons. And speaking of Stilantis, it's making it

easier and cheaper to maintain your car. It's bringing its circular economy strategy called

sustain Era to North America. You may have heard us talk about this program

when it was launched in Europe in October of last year. At its core,

it's all about stripping end of life vehicles of their parts that are still useful. They're then cleaned or remanufactured and sold for less than what a brand

new park costs. Stillantis says it's on track to generate two billion euros of

revenue a year. This by twenty thirty, and by reusing old parts,

it can also cut some emissions in half and save up the eighty percent of raw materials compared to what it would take to make a brand new version of that same part. Stellantis says it has a two year plan for North America

right now, which includes expanding the current supplier footprint, adding to existing product lines, and developing new products like headlamps and tail lamps. And speaking of

car parts, every year Mercedes highlights its efforts to keep counterfeit parts off of its cars. This includes things like wheels and brake pads, and last year

Mercedes says it helps sees more than one point six million fake Mercedes parts.

Not surprisingly, listings on social media and online platforms were up twenty three percent compared to twenty twenty one. Mercedes says in many cases these parts are not

made to its same high quality of standards and compose safety risks for owners.

Continental, the giant German supplier, has a contract with an American automaker for a break by wire system that will debut in twenty twenty seven. The CEO

of Continental said the system will be electronically controlled, but will still use hydraulics to operate the brakes. That kind of system uses electric pumps to activate the

hydraulics, which allows breaking at each wheel to be independently controlled. We think

the most likely application is a high performance model. The CEO says the next

generation of break by wires after this will completely eliminate the hydraulics, but he would not identify who the customer is. The company called One for our Next

Energy says it's close to getting LFP batteries to match the range and mass of n MC batteries, but at a cost that's twenty five percent cheaper. And

we've got Moogieba Jazz, the CEO of the company, coming on Auto Line after hours this afternoon to tell us more about it. And you might remember

that three years ago, One put its Gemini battery in a Tesla Model ESS and drove it seven hundred and fifty two miles on a single charge. If

you want to learn more about what this company is doing and where it's going in the future, join John and Gary as well as Nicole Wakelan at three pm Eastern time. But that's the end of today show. Thanks for tuning

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