AD #3938 - EV Makers Beg Trump Not to Ax EV Subsidies; Infiniti Dying in China; CATL Intros 2nd-Gen Sodium Battery

Speaker 1: This is underlined daily the show dedicated to enthusiasts of the global automotive industry. EV makers and battery companies are

begging the Trump administration not to kill off the federal EV tax credit. The Zero Emission Transportation Association, which represents

companies like Rivian, Tesla, Uber, Lucid, and Panasonic, say tax credits for EV sales and production have helped grow jobs and states that voted Republican, and ending them would hurt job growth. The group also says the credits help quote

compete to win against China. As we reported last week,

the Trump administration wants to kill off the seventy five hundred dollars tax credit for purchasing an EV. We think

they'll likely get rid of that, but keep incentives for battery production because most factories are located in states that voted Republican, and buildings factories creates jobs, and Trump says he's all about creating jobs. Speaking of Trump, Bloomberg reports

he's planning to issue a national standard for autonomous vehicles.

No doubt, Elon Musk has been talking to Trump about that since. Elon says the future of Tesla is really

with autonomous cars in AI. Right now, there isn't much

of a national standard for avs, and a missmash of state regulations make it almost impossible for automakers to deploy avs on a national basis. While the Department of Transportation

could issue rules on this, an Act of Congress would make it happen a lot faster. One interesting development from

the US election two weeks ago was the number of ballot initiatives for public transportation that were approved by voters, even in conservative areas like Nashville, Tennessee, and Maricopa County.

Speaker 2: In Arizona, there were.

Speaker 1: Twenty six initiatives and nineteen of them were approved. Those

and other approved initiatives this year raise an additional twenty five billion dollars for public transportation. Experts say people voted

this way because they want alternative choices for transportation, especially high quality public transportation. Okay, now over to China, where

Infinity is dying. There are rumors swirling around that Nissan's

luxury brand will pull out of the Chinese market, and while Infinity denies it will do that, the sales numbers show that the brand is essentially dead. So far this year,

it's sold less than two thousand cars in China, and you can't support a sales organization with so few sales.

And in fact, all the premium European brands in China are now subsidizing their Chinese dealers due to the sharp drop in sales, and they're subsidizing them to the tune of hundreds of millions of euros. But it isn't just

the European luxury brands. The entire life luxury segment in

China is off eight and a half percent so far this year, and two thousand dealerships are expected to go out of business.

Speaker 2: Two things are happening here.

Speaker 1: There's a backlash in China against flashy spending, and foreign automakers are falling behind Chinese automakers in evs, in vehicle infotainment and autonomous driving.

Speaker 3: Knowing that a little rain won't slow down your day, that's what really matters. Bridgetone torontso Quia tract tires confident

control in wet conditions.

Speaker 1: Mercedes is chasing lucid Air levels of efficiency with its next gen electric vehicles. The first to launch will be

the CLA sidan As, a twenty twenty six model year vehicle, followed by a station wagon and two SUVs. They'll ride

on a new skateboard platform called Mercedes Benz Modular Archet Texture, which features an eight hundred volt electrical system and a new in house developed drive unit. That unit combines a

two hundred kilowatt or nearly two hundred and seventy horse power electric motor with a two speed gearbox and a silicon carbide inverter. Formatic or all wheel drive versions add

an eighty kilowatt or roughly one hundred and five horse power electric motor on the front axle, but to maintain efficiency, Mercedes says it's mainly used as a boost function.

Speaker 2: Two battery packs will be available.

Speaker 1: One is an NMC or nickel manganese in cobalt chemistry and has an energy density of six hundred and eighty watt hours per liter, which is twenty percent more than its previous packs. With eighty five kilowatt hours of capacity,

it's expected to return over seven hundred and fifty kilometers or four hundred and sixty six miles of range, or the equivalent of twelve kilo hours per one hundred kilometers.

This battery will be used on sportier and higher end models.

The other is an LFP or lithium iron phosphate pack, which has an energy density of four hundred and fifty watt hours per liter and a capacity of fifty eight kilowatt hours. Rounding out the highlights on the EV side

of things is an improved charging capability of up to three hundred and twenty kilowatts, which can add about three hundred kilometers or about one hundred and eighty five miles of range in ten minutes. But these vehicles will have

a hybrid set up as well. It combines a turbocharged

one and a half liter four cylinder engine which is available in three outputs, with a twenty kilowat or roughly twenty seven horsepower electric motor that's integrated into an eight speed automatic transmission, along with a forty eight volt one point three kilowat hour battery pack. Vehicles will be able

to cruise an EV only mode for part of the time.

Mercedes also converted its AC compressor to forty eight volts, which, as we know from our cyber truck teardown videos, can reduce the size of parts and cut wire size by an average of about fifty percent. The company is going

to need to keep innovating like this if it wants to keep up with Lucid and others. Lucid has already

improved its system for the Gravity SUV and is working on its next gen tech that's even more efficient. It

looks like China and Europe have made significant progress in their negotiations to end the EU's tariffs on Chinese made evs.

According to a posting on a Webo account affiliated with the state run China Central Television, the EU and China have reached a quote technical consensus on scaling back or ending the tariffs. However, there aren't any details about the

potential deal. It's been previously reported that they're working on

a deal that would set prices on Chinese made EA evs and limit imports to the EU in order to avoid the tariffs. Chinese EV battery makers COTL introduced its

second generation sodium ion battery. The company says the batteries

have better safety and low temperature performance compared to lithium ion batteries, with the ability to be discharged at temperatures as cold as minus forty degrees. COTL didn't reveal its

energy density, but previously said it's aiming to exceed two hundred watt hours per kilogram, which is not quite as energy dense as lithium packs. According to reports, cotl's second

gen sodium batteries could replace twenty to thirty percent of lithium ion batteries in small or short range vehicles. The

batteries are expected to launch next year, but they won't reach mass production until twenty twenty seven. Toyota is quietly

making progress on slashing the costs needed to make electric cars.

Toyota calls its b EV development area thirty five because it wants to shrink the manufacturing footprint and the number of parts needed to make b evs by thirty five percent.

The first car to benefit from this will be Alexis that debuts in twenty twenty six. We fully expected to

use large castings to eliminate stampings, and possibly a form of unboxed assembly, just like Tesla is playing around with.

Toyota says it will reduce product development time and equipment costs by twenty five percent and double productivity on its dedicated EV assembly lines. The company has already started converting

some plans to the new way of making cars, with the goal of converting all of them so it doesn't have to spend a fortune to build new ones. Those

efforts in Japan have boosted manufacturing capacity by eighty thousand vehicles already. Chinese automaker Neo just got another automaker to

sign up for its charging network in China. Avatar, a

joint venture between Changan Huawei and CTL, is Neo's latest partner, and all Avatar owners now have full access to the network.

Neo has partnerships with twelve other automakers for its charging network, which now includes more than twenty six hundred swapping stations and nearly twenty four thousand chargers. Hyundai's performance and vehicles

are pretty impressive.

Speaker 2: And already feel a little bit like a.

Speaker 1: Race car for the road, but now they'll really have that race car look. It's coming out with a special

TCR edition of the Yolantra En that looks just like the cars that Houndi puts on the track. On top

of the unique touches inside and out, it features an adjustable carbon spoiler and lighter nineteen inch wheels. The model

launches in South Korea next month, followed by global markets in twenty twenty five. But that brings us to the

end of today's show. Thanks for making Autoline Up part

of your day.

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AD #3938 - EV Makers Beg Trump Not to Ax EV Subsidies; Infiniti Dying in China; CATL Intros 2nd-Gen Sodium Battery

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