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00:16
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As the holidays approach,
00:57
it's time to return to the classics.
01:00
Flaky pie crusts, perfectly browned butter,
01:03
and cookies with just the right texture.
01:05
And one ingredient you cannot compromise on
01:08
is Kerry Gold butter.
01:10
Kerry Gold butter is crafted with milk from grass-fed cows
01:14
that graze on lush green pastures
01:16
across family farms in Ireland.
01:20
A rich, creamy butter with a high butterfat content
01:23
that elevates every recipe.
01:26
Whether you're making signature shortbread
01:28
or browning butter for a nutty depth in your pecan pie,
01:32
Kerry Gold makes all the difference.
01:34
The flavor is unmatched,
01:36
and the texture it brings to baked goods is simply divine.
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So this holiday season, if you're baking for loved ones
01:44
or just for yourself, reach for Kerry Gold.
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It's the butter of choice,
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and your pies, your cookies, and your cakes.
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02:24
Welcome back to EV News Daily.
02:26
Welcome to The Tech Sheet,
02:27
the name that I give to special bonus episodes,
02:29
which explain the tech behind EVs.
02:31
You'll have seen in your podcast feed some bonus shows,
02:34
the other ones I'm gonna call the spec sheet,
02:35
where we look at the specifications
02:37
of a new electric vehicle.
02:38
Well, today I'm gonna ask the question
02:40
why the car industry still has 12-volt batteries
02:43
in cutting-edge EVs?
02:45
And we might make this a two-parter, actually.
02:47
There's a lot to get into,
02:48
because Tesla's trying to move the industry forward
02:51
once again, as they've done many times in the past,
02:54
well, the industry isn't biting on this one.
02:56
Despite the advances in electric vehicle technology,
03:00
from massive lithium-ion battery packs
03:01
to sophisticated power management systems,
03:05
virtually every modern electric vehicle
03:07
still carries what appears to be
03:10
an automotive relic from the past,
03:12
the humble 12-volt lead-acid battery.
03:15
This seemingly anachronistic component
03:19
dating back to automotive conventions of the past
03:24
continues to play a critical role
03:26
in even the most advanced electric vehicles.
03:29
The persistence of 12-volt systems in cutting-edge EVs
03:32
represents a fascinating intersection
03:35
of legacy engineering, practical necessity,
03:38
safety requirements, and economic considerations
03:41
that have proven remarkably resistant
03:45
to any kind of disruption.
03:47
The recent introduction of Tesla's Cybertruck
03:50
with its groundbreaking 48-volt electrical architecture
03:54
reignited the industry discussions
03:56
about whether the time has finally come
03:59
to abandon the old 12-volt
04:01
and make all new electric vehicles on 48-volts.
04:05
They even shared their own 48-volt implementation
04:08
documentation with other car makers.
04:11
It's created opportunity, but also controversy,
04:15
raising fundamental questions about the future
04:18
of electrical systems in EVs.
04:21
Yet, two years after the Cybertruck's launch,
04:25
the EV industry has largely remained committed
04:27
to the good old faithful 12-volt,
04:30
revealing deep-seated challenges
04:32
that extend far beyond simple technical preferences.
04:35
Hey, a reminder our bonus shows
04:36
are exclusively for our Patreon supporters.
04:38
For the first seven days,
04:39
only Patreon insiders get early access.
04:42
They get their name on the list of legends
04:43
for exec producers and above,
04:45
and the power to shape future shows.
04:47
If being in the know and recognized as a supporter
04:50
sounds like something you'd be up for,
04:52
check out the Patreon page,
04:52
patreon.com. slash evnews daily.
04:54
No pressure though, because in seven days time,
04:56
all of the exclusive shows go onto the free feed.
04:59
So you can just wait.
05:03
The history of the 12-volt doesn't start there, actually.
05:07
It starts even lower.
05:09
The story of automotive electrical systems
05:12
begins not with the 12-volt battery,
05:14
but with an even lower voltage standard
05:16
that dominated the industry for over three decades.
05:19
From the 1920s through to the early 1950s,
05:23
most automobiles operated on a six-volt electrical system.
05:27
The voltage level was perfectly adequate
05:29
for the limited electrical demands of early automobiles,
05:32
which required power, primarily for basic lighting,
05:35
ignition, and accessories.
05:36
The six-volt standard emerged organically
05:38
during the automotive industry's formative years
05:41
when vehicles were mechanically simple
05:43
and their electrical needs were minimal.
05:46
The transition from non-electrical to electrical systems
05:50
represented a big advancement in automotive technology.
05:54
Early cars had hand crank starters,
05:58
a settle in gas lighting and purely mechanical operation.
06:02
The introduction of the electric starter,
06:04
that was in 1912, pioneered by Charles Kettering
06:07
and Henry M. Leyland at Cadillac,
06:10
created the first compelling need
06:12
for onboard electrical power storage.
06:15
This innovation eliminated the dangerous
06:17
and laborious hand crank starting process
06:20
that had resulted in injuries and even fatalities
06:23
when engines backfired during starting attempts.
06:27
Battery technology during this period
06:29
was obviously primitive by modern standards.
06:33
The lead acid battery invented
06:34
by the French physicist Gaston Planté in 1859
06:39
provided the foundational chemistry
06:41
that would remain largely unchanged for over a century.
06:46
These early automotive batteries were heavy.
06:49
They needed regular maintenance.
06:51
They had limited capacity.
06:52
However, they offered an advantage of being rechargeable
06:56
unlike the primary cells that had been used
06:59
in earlier electrical applications.
07:02
So when do we go to 12 volts?
07:04
Well, the shift from six to 12 volts
07:06
represents one of the most significant
07:07
standardization changes in the automotive industry,
07:11
occurring primarily between about 1953 and 1956.
07:16
General Motors led the transition,
07:19
introducing 12 volt systems on premium models
07:22
like the Cadillac, the Oldsmobile
07:23
and Buick Roadmaster in 1953.
07:26
The changeover was not arbitrary,
07:28
but driven by compelling technical and economic factors
07:31
that made higher voltage systems increasingly necessary.
07:35
So how do we get to where we are today?
07:38
With a primary catalyst for 12 volts
07:41
was the growing electrical demands
07:43
of more sophisticated cars.
07:45
Postwar automobiles featured larger,
07:47
higher compression engines
07:49
that required a more powerful starting system.
07:52
Six volt systems were reaching their limits
07:54
in providing adequate cranking power for modern engines
07:57
and vehicles were becoming more electrically complex
08:00
with improved lighting, radios, heaters
08:03
and accessories that demanded greater power delivery.
08:06
The physics underlying the transition
08:09
reveal the fundamental advantages of higher voltage systems,
08:13
one in which Tesla talked often about.
08:16
According to Ohm's Law,
08:18
for any given power requirement,
08:20
doubling the voltage halves the current.
08:22
Now this relationship has profound implications
08:24
for wiring size, component design and system efficiency.
08:29
You see at 12 volts,
08:30
the same electrical power could be delivered
08:32
using thinner, lighter and less expensive copper wiring.
08:36
This reduction in copper requirements
08:38
was particularly significant in the 1950s.
08:41
Copper prices were rising and automotive manufacturers
08:43
looking for new ways to reduce material costs
08:46
and improve performance.
08:49
By 1955, all General Motors vehicles
08:52
had moved to 12 volt systems
08:54
and other American automakers were done by about 1956.
08:58
This immensely rapid industry-wide change
09:02
demonstrates the compelling advantage of high voltage systems.
09:06
However, some manufacturers, particularly in Europe,
09:09
maintained six volts for a bit longer.
09:11
Volkswagen, for instance, didn't go 12 volts completely
09:14
until 1967 for some of their models,
09:17
reflecting marketing conditions and vehicle requirements.
09:20
The success of the good old reliable 12 volts
09:24
might suggest that further voltage increases
09:29
How did we do that in 1955 and in 2025
09:33
be using essentially the same technology?
09:38
Well, during the 1990s, we tried to change it.
09:41
There was a consortium of automotive makers and suppliers
09:43
which tried to go 42 volts,
09:46
just like Tesla is trying to get the industry
09:50
This initiative recognized that modern vehicles
09:52
were straining the capacity of 12 volt systems,
09:56
particularly as they incorporated
09:57
more sophisticated electronics, larger power steering,
10:01
and increasing numbers of electrical accessories.
10:04
The proposed 42 volt system promised many of the same
10:07
advantages that drove six to 12 volts transition,
10:11
reduced current requirements, smaller gauge wires,
10:15
improved efficiency, and better performance
10:17
for high power components.
10:19
However, unlike the earlier transition,
10:21
the 42 volts initiative failed to gain industry-wide
10:24
acceptance and was abandoned completely by 2009.
10:30
Several factors contributed to the failure,
10:32
while the automotive supply chain had become more complex
10:35
and established around 12 volt components by the 1990s.
10:39
Unlike the 1950s, I mean, the car industry
10:42
was pretty vertically integrated at the time.
10:45
Component suppliers were fewer.
10:47
By the 1990s, the ecosystem had thousands
10:51
of specialized suppliers,
10:52
each with significant investments
10:55
in their 12 volt manufacturing.
10:57
The cost and complexity of transitioning an entire ecosystem
11:01
was just prohibitive without any kind of clear
11:04
and compelling advantage that easily outweighed
11:08
the transition costs.
11:10
So where do we go then to 2025?
11:13
Well, advances in power electronics,
11:15
more efficient motors, improved control systems
11:18
were all enabling manufacturers to get more performance
11:21
from the humble 12 volt system
11:23
that had been previously impossible.
11:26
These tech improvements reduced the urgency
11:28
for any kind of voltage system change,
11:30
allowing manufacturers to delay the expensive
11:33
and complex transition to running higher voltage.
11:38
So why is 12 volts so essential?
11:41
When you say, well, I'm riding in an EV
11:43
that's got a 400, 809, I mean, in China,
11:47
1000 volts traction battery underneath me
11:51
that could be 80, 100, 200 kilowatt hours.
11:56
And you're putting a small 12 volt battery
11:58
in the front or somewhere of my car,
12:02
And gosh, mine did twice in my Hyundai Kona
12:05
that I owned for the year that I had it.
12:08
And boy was that inconvenient
12:09
and I was cursing the 12 volt.
12:11
Modern EVs operate with a really fascinating
12:14
dual voltage architecture
12:17
that probably seems counterintuitive
12:19
to the casual observer.
12:21
While the propulsion system relies
12:22
on high voltage battery packs from 400 to 800 volts,
12:26
typically virtually every EV
12:29
has a separate 12 volt system for auxiliary functions.
12:32
This architectural design reflects careful engineering
12:35
considerations that balance performance,
12:37
safety cost and practicality.
12:39
The fundamental reason for still sticking
12:41
a 12 volt in your EV is the enormous voltage gap
12:45
between high voltage propulsion
12:47
and the voltage requirements
12:49
of everything else that runs in the car.
12:52
Direct connection of accessories
12:54
like your interior lighting, the radio,
12:57
or even your power windows to a 400 volt supply
13:02
creates a really severe safety hazard,
13:04
requires completely different component design.
13:08
And it only takes one thing to go wrong
13:10
for you to touch something that is live
13:12
and that's a really bad day for you.
13:15
A 12 volt system provides familiar, safe, tested,
13:19
cost effective platforms
13:21
for powering the hundreds of electrical components
13:23
inside a modern EV.
13:25
This dual voltage approach allows EV makers
13:27
to leverage the extensive ecosystem
13:30
of 12 volt automotive supply chains
13:32
developed over decades.
13:33
The door locks, the window motors,
13:35
the seat adjusters, the lighting, the infotainment,
13:38
countless other things
13:40
that electrical things do for you in your EV
13:42
can be integrated quickly, cheaply, with no modification.
13:46
This compatibility represents enormous cost savings
13:48
and reduced development time compared to doing,
13:51
well, what they did for the Cybertruck
13:54
and designing entirely new component families
13:57
for different voltage levels.
13:59
The 12 volt battery in an EV is critical,
14:03
as I alluded to a moment ago,
14:05
with my problems, with my Hyundai,
14:07
and you can't easily replicate that
14:10
by the high voltage system.
14:11
Perhaps most importantly,
14:13
your little humble 12 volt battery provides power
14:16
for the vehicle to even start up and shut down.
14:19
When an EV is technically turned on,
14:23
what happens is the 12 volt system energizes
14:25
the vehicle's electronic control units,
14:28
the brains, the dashboard displays,
14:30
the diagnostic systems,
14:32
and all of that happens
14:33
before your high voltage battery pack is even activated.
14:37
This staging process ensures safe
14:39
and controlled initialization of your vehicle.
14:43
One of the most crucial roles in your 12 volt battery
14:46
is operating the contactors.
14:48
Now these contactors connect and disconnect
14:50
the high voltage battery from the rest of the vehicle.
14:52
These heavy-duty, electromechanical switches
14:56
require a 12 volt power supply to close,
14:59
effectively enabling the traction battery to come alive.
15:03
Without a functioning 12 volts,
15:05
even an EV with a fully charged high voltage battery
15:09
is effectively dead, it's immobilized.
15:12
This dependency explains why a dead 12 volt battery
15:15
is one of the most common causes of an EV breakdown,
15:18
despite the propulsion battery being fully charged.
15:20
And yes, like I say, twice,
15:22
I had to get the emergency key out of the key fob on my Kona,
15:25
let myself in, pop the bonnet,
15:28
and very simply, just attach a little battery booster pack
15:31
that I had, I think one time I did jump leads
15:34
and then one time I had to add a little battery pack
15:37
that I just attached, just enough
15:39
to spark the Kona back into life, pardon the button.
15:43
Now I don't know if they've fully got the handle
15:45
on top of all the Hyundai Kia 12 volt gremlins
15:48
that I see in the forums,
15:50
but it was an instant fix,
15:53
and all of a sudden the car came back to life.
15:55
Now in theory, that should never have happened.
15:58
In theory, if the 12 volt got low,
16:00
the car should wake itself up and recharge the 12 volts
16:04
with a step down converter from the traction battery.
16:08
That was clearly not happening.
16:10
The 12 volt also does essential safety,
16:13
particularly during emergency situations,
16:15
in the event of a high voltage system failure or an accident,
16:18
the 12 volt battery ensures that critical safety systems
16:21
are operational, like hazard lights,
16:22
emergency comm systems, door locks even.
16:25
This redundancy is mandated by safety rakes
16:28
many places around the world
16:29
and provides crucial backup power
16:30
when there is an issue with the traction battery.
16:33
Beyond emergency functions,
16:34
the 12 volt system powers a vast array
16:37
of the comfort and convenience features
16:39
that you interact with daily.
16:42
These include anything from your,
16:44
the squirter on your windscreen wiper
16:47
to the mirror positioning, the climate control fans.
16:51
Look at everything, isn't it?
16:52
It's the charging ports for your phones
16:54
and they seem minor, don't they?
16:57
But all of them rely on that old fashioned technology.
17:02
So the charging and maintenance of a 12 volt in an EV
17:04
involves a really sophisticated power management system
17:08
that differs significantly
17:09
from traditional combustion cars.
17:12
So for most of us that spent our lifetime driving non EVs,
17:16
there is an alternator.
17:17
It's an engine driven alternator.
17:20
Whenever I've seen perhaps my wife parked up for,
17:23
you know, a long time in our old cars
17:25
with the air conditioning on and things like that,
17:27
I've said, hey, just start the engine for a bit
17:30
and make sure the battery doesn't go flat.
17:32
EVs on the other hand use DC DC converters.
17:36
They step down high voltage power
17:37
and charge the 12 volt battery.
17:39
These electronic systems are way more complex
17:42
than mechanical alternators,
17:43
but offer greater precision and efficiency
17:47
in power conversion.
17:49
DC DC converters operate continuously
17:51
while the vehicle is in use,
17:53
maintaining the 12 volt battery at optimal charge levels,
17:56
which let's face it is probably about 14 or 14.2 volts
18:00
when it's all up and running.
18:03
The 12 volt battery is rarely at 12 volts,
18:05
but that's not ready for this podcast.
18:07
When the EV is plugged in for charging,
18:09
many systems also activate DC DC converters
18:12
to maintain the 12 volt battery,
18:14
ensuring it remains healthy during extended periods
18:16
if your vehicle is not driven.
18:19
Modern EVs also incorporate intelligent BMSs,
18:21
battery management systems that monitor the 12 volts
18:24
in a way more accurate way than combustion cars do.
18:28
And if the 12 volts charge is dropping,
18:30
things like parasitic loads,
18:32
those are security systems
18:35
that is telematics always on functions.
18:38
You don't wanna be able to open up the app on your car,
18:41
on your phone and look at your car.
18:43
You want your car to always be alive in many ways.
18:46
Unlock it, lock it, turn the heating and cooling on.
18:50
Then in that case, even when the car's empty,
18:52
the DC, and it's not plugged in,
18:54
DC DC converter kicks in and restores the power levels.
18:57
This proactive management prevents a dead battery
19:00
in situations that are common
19:02
in either the really early EV designs
19:04
or like I say, they've struggled, haven't they?
19:09
Yes, I'll be careful what I've said.
19:11
They have lots of money and expensive lawyers,
19:13
but yeah, let's take a break
19:15
and I'll have a slurp of this coffee,
19:17
we'll come back and we'll finish off part one.
19:20
Yeah, this is gonna be a two-parter,
19:22
because what am I at, six, eight, 17 minutes?
19:24
Yeah, this is a two-parter.
19:25
We'll do part two tomorrow, but I'll come back
19:27
and I'll do the second half of part one in just a moment.
19:30
Stick around, back in a moment.
19:32
As the holidays approach,
19:33
it's time to return to the classics.
19:36
Flaky pie crusts, perfectly browned butter
19:38
and cookies with just the right texture.
19:41
And one ingredient you cannot compromise on
19:44
is carry gold butter.
19:46
Carry gold butter is crafted with milk from grass-fed cows
19:50
that graze on lush green pastures
19:52
across family farms in Ireland.
19:56
A rich, creamy butter with a high butterfat content
19:59
that elevates every recipe.
20:02
Whether you're making signature shortbread
20:04
or browning butter for a nutty depth in your pecan pie,
20:08
carry gold makes all the difference.
20:11
The flavor is unmatched
20:12
and the texture it brings to baked goods is simply divine.
20:17
So this holiday season,
20:19
if you're baking for loved ones or just for yourself,
20:22
reach for carry gold.
20:24
It's the butter of choice
20:25
and your pies, your cookies and your cakes will thank you.
20:31
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21:01
As the holidays approach,
21:03
it's time to return to the classics.
21:06
Flaky pie crusts, perfectly browned butter,
21:08
and cookies with just the right texture.
21:11
And one ingredient you cannot compromise on is carry gold butter.
21:16
Carry gold butter is crafted with milk from grass-fed cows
21:19
that graze on lush green pastures
21:22
across family farms in Ireland.
21:26
A rich, creamy butter with a high butterfat content
21:29
that elevates every recipe.
21:32
Whether you're making signature shortbread
21:34
or browning butter for a nutty depth in your pecan pie,
21:38
carry gold makes all the difference.
21:40
The flavor is unmatched
21:42
and the texture it brings to baked goods is simply divine.
21:47
So this holiday season, if you're baking for loved ones
21:50
or just for yourself, reach for carry gold.
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It's the butter of choice
21:55
and your pies, your cookies, and your cakes.
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22:31
Welcome back to the podcast.
22:32
So we're talking about why EVs don't just go 48 volt
22:35
because Tesla say this is the way forward for the industry.
22:39
The industry, respectfully disagrees.
22:41
So this is why it's not an easy fix
22:45
or the work of a moment.
22:46
The 12 volt wiring system in modern EVs
22:49
is one of the most complex electrical networks
22:50
in consumer products.
22:52
There's literally hundreds of wiring circuits.
22:55
There's thousands of connections
22:57
and sophisticated control modules
23:00
managing everything inside the car.
23:03
Detailed wiring harness layouts in a vehicle chassis
23:06
illustrate electrical system complexity
23:09
in modern electric vehicles when you see them.
23:12
Understanding the architecture is really crucial
23:14
for appreciating why the auto industry
23:16
has maintained 12 volt standards
23:17
despite better alternatives according to some.
23:21
Modern 12 volt systems extend far beyond
23:23
a point-to-point wiring system
23:25
that was found in early vehicles.
23:28
Contemporary designs include network architectures,
23:31
multiple ECUs, electronic control units.
23:34
They all talk through mostly standardized protocols,
23:38
things like CAN buses,
23:39
which are controller area network, CAN CAN bus systems.
23:43
These networks allow an individual component
23:45
to then share information or coordinate operations,
23:48
enabling things like automatic headlight activation
23:52
when the sensor says it's getting dark.
23:55
The windscreen wipers working
23:56
when it says the windscreen's wet,
23:58
although Tesla does that with cameras,
24:01
debatably, and integrated climate control systems as well.
24:06
The implementation of 12 volt systems
24:07
involves really extensive wiring harnesses
24:10
that snake throughout a vehicle structure,
24:13
connecting components from the engine compartment
24:15
to the passenger cabin, to the cargo area,
24:17
to the external lighting.
24:19
These wiring harnesses are designed
24:20
to withstand extreme temperature variations,
24:24
vibration, moisture exposure,
24:27
electromagnetic interference,
24:29
and they maintain reliable electrical connections
24:32
for the life of the vehicle, at least in theory.
24:35
The complexity of routing these harnesses
24:38
through modern vehicle structures,
24:39
which must accommodate safety systems,
24:41
comfort features, manufacturing constraints,
24:44
represents one of the most significant
24:46
engineering challenges that's never talked about.
24:49
In fact, when I sold my MG ZS-CV
24:52
and it came to give it the once-over,
24:55
the rear high-level brake light wasn't working,
24:59
and it's simply because the action
25:00
of opening the boot and closing the boot,
25:02
that was a three-year-old or four-year-old MG,
25:06
the cables had just worn and worn through.
25:10
And of course, MG dealt with that through the warranty
25:12
really quickly, I think mostly quickly,
25:14
and fixed it, and fixed the wiring in that area,
25:17
all completely under warranty, no questions asked,
25:19
because yeah, within three or four years,
25:21
you should be able to open the boot
25:23
and for the wiring loom not to perish.
25:27
It's difficult stuff.
25:28
The scope of systems controlled by 12-volt power
25:30
in modern vehicles is comprehensive,
25:32
encompassing every aspect of the vehicle operation,
25:35
are literally apart from propulsion.
25:38
That's how important it is
25:41
in terms of climate control.
25:43
The fan, the actuator, the control electronics
25:46
that manage the temperature, the humidity,
25:49
the air distribution, modern HVAC systems
25:51
have multiple zones, automatic control, air quality sensors,
25:56
and integration with other vehicle systems
25:57
to optimize comfort, and in some cases,
26:00
then minimize energy consumption of the traction battery.
26:03
Just that one system alone is fabulously complicated.
26:07
Safety systems as well have been transformed
26:11
over the last couple of decades,
26:13
and they're all critically dependent
26:14
on the 12-volt systems, airbags, seat belt pretensioners,
26:19
stability control, anti-lock brake systems,
26:22
advanced drive resistance features,
26:24
yep, they all rely on that little humble 12-volt.
26:28
These systems must operate with absolute reliability
26:30
and require backup power systems to ensure functionality,
26:33
the integration of these systems
26:34
with other functions as well
26:36
means they all have to communicate and talk.
26:39
There has to be redundancy,
26:40
infotainment and communications,
26:42
another really big one as well.
26:44
EVs these days all come with massive
26:46
multiple touchscreen displays, navigation systems.
26:49
They're all wirelessly connected.
26:52
Smartphones are integrated.
26:54
They've all got premium audio systems.
26:55
They must all be responsive and reliable.
26:58
We expect them to work just all of the time,
27:01
and all of those parts are designed from suppliers
27:04
and supply chains and manufacturers on a 12-volt basis.
27:09
The maintenance and service of 12-volt systems
27:11
in modern vehicles requires specialized knowledge
27:13
and equipment reflecting the increasing complexity
27:17
of these electrical networks.
27:18
Unlike earlier vehicles where electrical problems
27:20
could often be diagnosed, you know,
27:22
back in the day, if there was a problem,
27:24
crack out your simple multimeter.
27:28
Modern 12-volt systems are not quite the same.
27:31
Sophisticated diagnostic equipment
27:33
capable of communicating with various ECUs
27:36
and interpreting very complex fault codes
27:39
are needed just to find where the cable is broken.
27:43
The manufacturing of 12-volt wiring harnesses
27:45
represents a huge portion of not only vehicle assembly
27:50
These harnesses must be designed
27:51
for a specific vehicle model,
27:53
incorporating precise routing,
27:56
precise connector specs,
27:57
integration with the other systems in the vehicle.
28:00
The assembly process requires careful attention
28:02
to quality, protection from environmental factors,
28:05
and changes to 12-volt system architecture
28:08
would require extensive re-engineering
28:10
of these manufacturing processes
28:12
contributing to the industry's reluctance
28:14
to abandon proven designs.
28:17
So we're asking, this seems really old technology.
28:21
Why don't we just change?
28:22
I think I've probably spelled out a couple of reasons.
28:26
The persistence of 12-volt in the automotive industry
28:28
represents one of the most entrenched
28:30
industrial ecosystems in manufacturing,
28:33
involving thousands of suppliers,
28:36
billions of dollars in infrastructure,
28:38
and decades of experience.
28:40
The ecosystem extends far beyond automotive manufacturers.
28:44
It goes to the batteries, the wiring,
28:47
the cabling, the connectors, the semiconductors,
28:49
and everyone else that makes 12-volt stuff.
28:52
Economies of scale are staggering.
28:54
Global automotive suppliers have invested
28:57
hundreds of billions of dollars over time,
29:00
cumulatively, in 12-volt manufacturing,
29:03
R&D, production facilities, Bosch, Shvarta, Johnson.
29:06
They've all established worldwide production networks,
29:09
and they make millions of 12-volt batteries a year,
29:13
and supply chains are all optimized
29:14
for the specific chemistries, sizes, and performances.
29:19
Component suppliers have developed
29:21
comprehensive product lines all around 12-volts,
29:24
whether it is as simple as saying
29:25
we're going to design a new EV.
29:27
So let's get the catalog out,
29:30
and what are we going to buy from our suppliers?
29:32
I mean, not a catalog, is it?
29:35
But you know what I mean?
29:36
And they go on like,
29:37
so we're going to need a power steering system,
29:39
we're going to need some electric motors
29:40
for the windows and this and that.
29:42
Well, good luck finding stuff that's not 12-volt.
29:45
So your hands are tied, even if you are an EV maker,
29:47
that wants to move forward.
29:50
Relays, like a simple relay, a switch.
29:54
These suppliers compete intensively on,
29:56
well, price, obviously, quality and performance,
30:00
and they're all 12-volt,
30:01
driving continuous improvements and cost reductions
30:04
that make any alternative impossible to justify economically.
30:08
The competitive pressure within the 12-volt ecosystem
30:11
results in very specialized, very highly optimized designs
30:16
that have now maximized the performance,
30:18
the EVs we drive are incredible,
30:20
and we want them at very cheap costs.
30:23
And I was looking only today at this car, wow.
30:28
And I see that the Dacia Spring
30:30
has now dipped below 12,000 pounds in the UK.
30:34
Okay, it's like 11,990.
30:37
And that's a lot of money, don't get me wrong.
30:39
If you haven't got 12 grand,
30:40
I haven't got 12 grand sitting around to buy a new car,
30:43
but that's still a lot of money.
30:45
But equally, when you think about what goes in
30:47
to building, designing a brand new electric vehicle
30:50
and getting it on your driveway,
30:52
shipping it halfway around the world as well,
30:54
and it's less than 12,000 pounds.
30:56
And the spring, you know, it's not the best EV in the world,
31:00
but it's still an incredible cost reduction
31:03
of where we are, 12,000 pounds,
31:06
it's like 15,000 US dollars for a brand new city EV
31:09
that will do a lot of people just fine.
31:13
The competitive pressure in the ecosystem
31:15
means that, well, there's just no margin to spare.
31:18
The standardization of 12-volt systems
31:20
extends beyond individual components as well.
31:23
Think about testing, think about safety protocols,
31:26
think about all the service training globally
31:30
in the automotive industry.
31:31
Think about regulations in various countries, states,
31:36
regions, continents, automotive technicians worldwide
31:40
were all trained on 12-volt.
31:42
Diagnostic equipment is all 12-volt.
31:45
Safety procedures are optimized.
31:46
Transitioning to another voltage would require
31:50
one of the world's biggest retraining efforts
31:53
in the history of the car industry.
31:56
The economic analysis of transforming
31:57
from a 12-volt system to a 48,
32:00
it reveals complex trade-offs
32:02
that extend far beyond the components.
32:04
High voltage systems offer advantages
32:07
of efficiency, weight reduction, and performance.
32:09
These are all the things that Tesla's arguing for,
32:12
saying the industry needs to move on
32:13
and get itself updated.
32:15
The practical costs of implementing these changes
32:17
across the entire ecosystem, though, are enormous.
32:20
For individual car makers, the cost of transition,
32:23
re-engineering systems, wiring looms,
32:25
the harnesses, I should call them really,
32:27
redesigning them, validating the components,
32:30
then updating their own manufacturing and training.
32:33
Look, those costs, I suppose,
32:35
yeah, I don't run a car company
32:37
because I'm an idiot podcaster,
32:38
but I would guess they have to be amortized
32:40
across vehicle production volumes and programs,
32:44
and the benefits would have to be sufficient
32:46
to justify somebody at the end of the day
32:50
putting a signature on the bottom of the page
32:51
and saying, all right, let's do it.
32:53
The supplier ecosystem faces even greater challenges,
32:56
and investments in new manufacturing capability
32:59
have to be justified,
33:01
and boy, do we have no certainty at the minute
33:04
in the EV world with tariffs one minute
33:06
and tariffs gone the next.
33:07
Suppliers can't economically transition
33:09
to some magical new higher voltage system
33:11
without commitments from major automotive customers,
33:14
but car makers are reluctant to commit to a new system
33:17
without there being an established supplier network
33:20
out there that wants to go and do it,
33:23
like I say, they are getting the catalog out
33:25
and what should we buy?
33:27
Yeah, not much 48-volt stuff out there.
33:29
Consumer acceptance really represents
33:31
another economic factor that influences designs.
33:35
Consumers may not directly interact with it,
33:36
but they're sensitive to vehicle reliability,
33:39
service costs, availability of replacement parts,
33:42
and that might be an expensive replacement part.
33:44
It might be a part that you either can't get
33:45
or have to wait a long time for.
33:47
Service infrastructure and parts availability for 12 volts,
33:50
I think it's fair to say, it's all out there,
33:54
and it would take years to replicate.
33:57
Oh, I'll finish off by saying
33:58
that the electrical systems operate
34:00
within all these regulations in cars,
34:03
and they vary by region,
34:04
but they're all very specific
34:06
in terms of safety requirements,
34:10
electromagnetic compatibility, environmental standards.
34:13
These regulations have evolved over decades,
34:15
creating extensive documentation,
34:17
testing, and certification as well.
34:20
The safety implications of ditching 12-volton moving forward,
34:23
12-volt systems are considered safe for consumer interaction.
34:27
I mean, you can stick your tongue on a 12-volt battery
34:29
and you'll know about it,
34:30
but you can still live to fight another day.
34:34
High-voltage systems introduce an additional level of risk
34:38
that would need some modified service procedures
34:41
and these changes of cascading effects
34:43
through the automotive supply chain as well.
34:47
More I could go into on electromagnetic compatibility,
34:51
but probably neither the time nor the place on this podcast,
34:55
but before we go and then round out part one,
34:58
because we're knocking on half an hour, sorry about that,
35:01
Tesla's introduction of the Cybertruck in 2023
35:05
was a watershed moment in automotive electrical system design,
35:11
representing the first mainstream production vehicle
35:14
to implement a comprehensive, if not complete,
35:19
but comprehensive 48 volts low-voltage architecture.
35:24
The decision, they said,
35:26
wasn't merely an incremental improvement,
35:29
but a fundamental reimagining it
35:32
of how we should make electric vehicles
35:34
for the decades to come.
35:36
It challenged assumptions
35:38
that have guided automotive engineering for 70 years.
35:41
Well, the technical rationale for Tesla's 48-volt system
35:44
centered on the physics of electrical power distribution
35:47
and the specific challenges faced by EVs.
35:50
Unlike internal combustion engine vehicles,
35:53
EVs require electrical power for everything,
35:56
so everything is electrical.
35:59
Very little is mechanical.
36:00
Braking, power steering, climate cabin, it's all electrical.
36:04
The power requirements for these systems
36:05
with weight considerations critical for EV efficiency
36:09
are compelling reasons to make the transition.
36:13
Tesla's implementation focused on high power,
36:17
frequently used components,
36:19
where the benefits of going 48-volt are most pronounced.
36:23
The Cybertrux 48-volt system powers the radiator fans,
36:28
the HVAC blowers, the power steering motors.
36:31
Of course, it's steer by wire, the window motors,
36:35
all components that draw a significant amount of current
36:38
and operate regularly have all been transitioned.
36:41
By reducing the current requirements
36:42
for those components by a factor of four,
36:45
Tesla achieved substantial reductions
36:47
in wire gauge requirements,
36:49
leading to very significant weight savings
36:51
and improved efficiency as well.
36:53
The engineering challenge of implementing a 48-volt system
36:56
extended way beyond simply just increasing the voltage,
37:02
Tesla developed their own custom components
37:04
for the Cybertruck as the existing automotive supply chain
37:08
offered some options, but they're limited.
37:12
The vertical integration approach allowed Tesla
37:14
to do what the industry did in the 1950s
37:17
and that was, well, be vertically integrated
37:20
to do it themselves and to optimize the components designed
37:24
for what vehicles of the era actually require.
37:28
All right, we should call it a day there and end the podcast
37:30
and we'll do part one and put it in the books.
37:33
And in 24 hours time, I'll come back and I'll do part two.
37:36
Why did Tesla go 48-volt with the Cybertruck?
37:39
How did Tesla go 48-volt with the Cybertruck?
37:43
And what were some of the challenges and solutions
37:46
What's the advantage of doing it?
37:49
What did they do to every other automotive CEO?
37:53
They sent them something, but why would they ignore?
37:56
And we'll do a final comparison
37:58
of where we think the industry could, maybe should go.
38:05
That's only part one.
38:08
Thanks for listening and I'll see you on the next one.
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