DAILY: EU Plans Local Rules For EVs, Ford Pitches US-China Venture and Volvo’s Fleet Software Update| 18 Feb 2026
About this episode
The European Union is introducing local content rules for EV manufacturing to boost domestic production and counter Chinese dominance, requiring significant EU-sourced components. Ford CEO Jim Farley proposes US-China EV joint ventures to share technology and production, stirring debate amid trade and security concerns. Volvo is rolling out a major software update across 2.5 million vehicles, highlighting the challenges legacy automakers face compared to Tesla's streamlined OTA updates. The episode also touches on energy trends in the UK, Maruti Suzuki's battery-as-a-service model in India, and ongoing shifts in global EV markets and manufacturing strategies.
You can read all the latest news on the blog here: https://EVne.ws/blog
Subscribe for free and listen to the podcast on audio platforms:
➤ Apple: https://EVne.ws/apple
➤ YouTube Music: https://EVne.ws/youtubemusic
➤ Spotify: https://EVne.ws/spotify
➤ TuneIn: https://EVne.ws/tunein
➤ iHeart: https://EVne.ws/iheart
EU PLANS 70% LOCAL CONTENT RULE FOR EV AID https://evne.ws/4tHvjle
FARLEY PITCHES US–CHINA EV JVS TO TRUMP https://evne.ws/4ayRLpn
VOLVO ROLLS OUT VOLVO CAR UX UPDATE https://evne.ws/4qK0RUM
UK POWER PUSHES NUCLEAR, SOLAR AND GRIDS https://evne.ws/4tJHs9p
MARUTI SUZUKI LAUNCHES E VITARA WITH BATTERY LEASE https://evne.ws/4s1OhRX
UK LEADS EUROPE ON ZERO EMISSION BUS SALES https://evne.ws/46inqJ0
TESLA ADDS FIVE AUSTIN ROBOTAXI CRASH REPORTS https://evne.ws/4qOcBWq
OZEV ASKS INDUSTRY ABOUT NATIONAL EV CHARGING SIGNS https://evne.ws/4qNXZXg
CANADA’S CHINA EV QUOTA TEMPTS VOLVO https://evne.ws/3MOccp0
MAN RUNS MEGAWATT CHARGING TEST IN SWEDISH WINTER https://evne.ws/3ZLf2Os
MASERATI QUIETLY SLASHES US FOLGORE EV PRICES https://evne.ws/4aBg3xy
Toyota Land Cruisery
"China battery installs falling, and the Hong Chi brand testing an off-road EV. Looking very Land Rover-y, looking very total Land Cruiser-y. Okay, let's get into the podcast today."
The Toyota Land Cruiser is a big, tough car that can drive over rough and bumpy places where normal cars can't go. People trust it because it lasts a long time and works well in hard conditions. It's often compared to other strong off-road cars like Land Rover.
The Toyota Land Cruiser is a legendary full-size SUV known for its rugged off-road capability and durability. It has a strong reputation worldwide, especially in challenging terrains, making it a benchmark for off-road vehicles. Its mention alongside brands like Land Rover highlights its iconic status in the off-road segment.
EVs
"EVs must source 70% of source components, excluding the batteries from the European Union or be fully assembled within the European Union."
Cars that run on electricity instead of gas or diesel.
Electric Vehicles, which are cars powered by electric motors using energy stored in batteries instead of traditional internal combustion engines.
Volkswagen
"Volkswagen itself has recently been shutting plants and cutting jobs."
Volkswagen is a big car company from Germany that makes many cars you might see on the road. They build everything from small cars to big SUVs.
Volkswagen is a major German automotive manufacturer known for producing a wide range of vehicles, including popular models like the Golf and Passat. It is one of the largest carmakers in Europe and globally.
BMW
"BMW warns of added costs and red tape if this goes ahead."
BMW is a company from Germany that makes fancy cars that are fun to drive and comfortable.
BMW is a German luxury car manufacturer known for sporty and premium vehicles. It produces cars ranging from sedans to SUVs and electric vehicles.
Stellantis
"Volkswagen and Stellantis both lobbied for a made-in-Europe incentive scheme."
Stellantis is a big car company that owns many different car brands from Europe and America, like Jeep and Fiat.
Stellantis is a multinational automotive manufacturing corporation formed by the merger of Fiat Chrysler Automobiles and PSA Group. It owns brands like Jeep, Dodge, Peugeot, and Fiat.
BYD
"BYD, the world's best-selling EV brand in 2025, is building for Europe in Hungary,"
BYD is a company from China that makes electric cars, which run on batteries instead of gas.
BYD is a Chinese automotive brand and one of the world's largest manufacturers of electric vehicles (EVs). It is known for producing affordable and popular EVs globally.
Gigafactory Shanghai
"Tesla's Model 3 from Gigafactory Shanghai faces the same EU tests as well,"
Gigafactory Shanghai is a big factory in China where Tesla makes its electric cars like the Model 3.
Gigafactory Shanghai is Tesla's large manufacturing plant in China where the Model 3 and other vehicles are produced. It is part of Tesla's global strategy to produce cars closer to key markets.
Ford
"Okay, let's talk about Ford CEO Jim Farley. ... Those with Chinese partnerships, Volkswagen, Kia, Stalantis, Ford and more"
Ford is a big car company from the United States that makes many kinds of cars, including electric ones.
Ford is a major American automotive manufacturer known for producing a wide range of vehicles including electric models, and is actively involved in global EV partnerships.
Kia
"Those with Chinese partnerships, Volkswagen, Kia, Stalantis, Ford and more"
Kia is a car company from South Korea that makes many cars, including electric ones, and works with other companies in China.
Kia is a South Korean automotive brand that produces a variety of vehicles including electric cars, and has partnerships in China to expand its EV market.
US tariffs
"US tariffs on security bans currently restrict Chinese brands."
US tariffs are extra taxes the government puts on products coming from other countries. This can make those products more expensive.
US tariffs are taxes imposed on imported goods, such as vehicles or parts, to protect domestic industries or for political reasons. They can affect pricing and availability of foreign cars.
North American supply chains
"GM warns that entry would destabilize North American supply chains and erode their share."
Supply chains are how car parts and cars get made and moved around. North American supply chains mean this happens mostly in the US, Canada, and Mexico.
North American supply chains refer to the network of manufacturers, suppliers, and logistics that produce and deliver automotive parts and vehicles across the US, Canada, and Mexico.
GM
"GM warns that entry would destabilize North American supply chains and erode their share."
GM is a big American car company that makes many popular cars and trucks. They are important in the US car market.
GM, or General Motors, is a major American automotive manufacturer known for brands like Chevrolet, GMC, and Cadillac. It plays a significant role in the North American automotive industry.
hybrid batteries
"Ford is negotiating with BYD on hybrid batteries outside the US"
Hybrid batteries help cars use both gas and electricity to save fuel and pollute less.
Hybrid batteries are rechargeable batteries used in hybrid vehicles that combine an internal combustion engine with electric propulsion to improve fuel efficiency and reduce emissions.
Geely
"and possibly with Geely to use some of their European manufacturing capacity."
Geely is a big car company from China that makes cars and owns other car brands around the world.
Geely is a major Chinese automotive manufacturer known for owning several global car brands and expanding manufacturing capabilities internationally.
CATL
"Ford will produce CATL licensed batteries at their Michigan plant."
CATL is a company from China that makes batteries for electric cars.
CATL (Contemporary Amperex Technology Co. Limited) is a leading Chinese battery manufacturer specializing in lithium-ion batteries for electric vehicles.
LFP packs
"They're going to be LFP packs for their new Universal EV platform."
LFP packs are a kind of battery used in electric cars that are safe and last a long time.
LFP stands for Lithium Iron Phosphate, a type of lithium-ion battery chemistry known for safety, longevity, and cost-effectiveness, commonly used in electric vehicles.
Universal EV platform
"They're going to be LFP packs for their new Universal EV platform."
A Universal EV platform is like a basic design that many electric cars can be built on, making it easier and cheaper to make different cars.
A Universal EV platform is a standardized vehicle architecture designed to underpin multiple electric vehicle models, allowing for efficient production and flexibility.
ADAS
"Many use Chinese partners for software, some for ADAS."
ADAS means special features in cars that help the driver stay safe and make driving easier.
ADAS stands for Advanced Driver Assistance Systems, which are technologies that help drivers with functions like lane keeping, adaptive cruise control, and emergency braking.
joint ventures
"So, I appreciate Ford CEO pitching the idea of let's do joint ventures with China. Let's bring in their technology to the United States."
A joint venture is when two companies work together to make cars or share technology. This helps them build better cars or sell them in new places.
Joint ventures in the automotive industry refer to partnerships between companies to share resources, technology, or manufacturing capabilities. These collaborations can help companies enter new markets or develop new technologies more efficiently.
fleet-wide update
"Volvo is rolling out a fleet-wide update, which is a huge deal for Volvo."
A fleet-wide update means a car company sends new software to all their cars to make them better or fix problems.
A fleet-wide update refers to software or system updates that are applied across all vehicles in a manufacturer's lineup. This can improve features, fix bugs, or enhance vehicle performance remotely.
Tesla Model Y
"Tesla have one car. They have the Model 3 and the Model Y. It's one platform. It's one car, effectively."
The Tesla Model Y is a fully electric SUV that shares many parts with the Model 3. This helps Tesla send updates to both cars easily.
The Tesla Model Y is an all-electric compact SUV built on the same platform as the Model 3, enabling Tesla to deliver software updates seamlessly across both models.
Tesla Model 3
"...tners together. Tesla have one car. They have the Model 3 and the Model Y. It's one platform. It's one car,..."
The Tesla Model 3 is a small electric car that many people like because it can go far on a single charge and is fun to drive. It's built on the same basic design as another Tesla car called the Model Y, which helps keep things simple and less expensive. People talk about it a lot because it's one of the most popular electric cars out there.
The Tesla Model 3 is a compact electric sedan that has played a pivotal role in popularizing electric vehicles worldwide. It shares its platform with the Model Y, allowing Tesla to streamline production and reduce costs. The Model 3 is often discussed for its blend of performance, range, and affordability in the EV market.
over-the-air update
"But Volvo say it'll start to arrive over the air within three weeks."
An over-the-air update means the car gets new software or fixes through the internet, so you don't have to take it to the shop.
An over-the-air update is a method of delivering software improvements or new features to vehicles remotely via wireless networks, without needing to visit a dealership or service center.
Volvo EX90
"..., bringing free 2025 cars up to date with what an EX90 would look like if you walked into the showroom a..."
The Volvo EX90 is a new electric SUV, which means it runs on batteries instead of gas. It's a big, safe, and modern car that shows how Volvo is moving towards cleaner and smarter vehicles. It's like the newer version of their older SUV called the XC90.
The Volvo EX90 is Volvo's latest all-electric flagship SUV, representing the brand's push towards electrification and advanced safety technologies. It serves as a modern replacement for the XC90, offering updated design, improved range, and cutting-edge features. The EX90 is significant as it signals Volvo's commitment to a fully electric future.
Polestar 2
"...cars. I've got a 2020 all-wheel drive launch spec Polestar 2. I find it pretty snappy."
The Polestar 2 is an electric car that looks sporty and drives well. It uses batteries instead of gas and is made by a company connected to Volvo. People like it because it's quick and has a lot of modern technology inside.
The Polestar 2 is an all-electric fastback developed by Polestar, Volvo's performance electric brand, offering strong performance and a modern infotainment system. It is recognized for its sharp handling and competitive range, making it a notable contender in the premium electric vehicle market. The 2020 launch edition is often highlighted for its all-wheel-drive capability and sporty character.
7.4 kilowatt AC wall box
"Standard safety equipment, level two ADAS, lane keep assist, automatic braking, complimentary, 7.4 kilowatt AC wall boxes come with those vehicles in India"
A 7.4 kilowatt AC wall box is a charger you can put on your wall to plug in your electric car and charge it faster than a regular outlet.
A 7.4 kilowatt AC wall box is an electric vehicle charging station installed at home or business, providing alternating current (AC) charging at 7.4 kW power, which allows moderate-speed charging.
lane keep assist
"Standard safety equipment, level two ADAS, lane keep assist, automatic braking, complimentary, 7.4 kilowatt AC wall boxes come with those vehicles in India"
Lane keep assist helps the car stay in its lane by nudging the steering if you start to drift without signaling.
Lane keep assist is a driver aid that helps prevent unintentional lane departures by gently steering the car back into its lane.
automatic braking
"Standard safety equipment, level two ADAS, lane keep assist, automatic braking, complimentary, 7.4 kilowatt AC wall boxes come with those vehicles in India"
Automatic braking means the car can stop itself if it sees something in front to avoid crashing.
Automatic braking is a safety feature where the vehicle can detect obstacles or potential collisions and apply brakes automatically to reduce or avoid impact.
battery leasing
"Whether splitting the car price from the battery cost builds by a confidence or just adds complexity. We'll see if India goes for battery swapping or battery leasing in the way that China has."
Battery leasing means you don't buy the battery with the car but rent it, so the car costs less and you can get help if the battery has problems.
Battery leasing is a business model where the electric vehicle battery is rented separately from the car, lowering the upfront cost and sometimes including maintenance or replacement guarantees.
battery swapping
"We'll see if India goes for battery swapping or battery leasing in the way that China has."
Battery swapping means instead of waiting to charge your electric car, you swap your empty battery for a full one quickly at a station.
Battery swapping is a concept where electric vehicle owners can exchange a depleted battery for a fully charged one at specialized stations, reducing downtime compared to traditional charging.
zero emission bus
"The United Kingdom retained its position as Europe's largest zero emission bus market last year. Over two and a half thousand new zero emission buses on the roads according to new data."
Zero emission buses are buses that don't make dirty smoke or pollution when they drive, helping keep the air clean.
Zero emission buses are buses that produce no tailpipe emissions, typically electric or hydrogen fuel cell powered, contributing to cleaner urban air quality.
electric charging
"Should we do that for electric charging? Physical signage is important for drivers"
Electric charging is how you fill up an electric car with power, like putting gas in a regular car, but using electricity from a charger.
Electric charging refers to the process of replenishing the battery of an electric vehicle (EV) by connecting it to a power source, typically at charging stations. This is analogous to refueling a gasoline car but involves electricity instead of petrol.
phone mirroring
"have things like phone mirroring through apps which make driving an EV slightly more difficult"
Phone mirroring lets you see and use your phone's apps on the car's screen, so you can use your phone safely while driving.
Phone mirroring is a technology that allows a smartphone's screen and apps to be displayed and controlled through a vehicle's infotainment system. This feature enhances connectivity and convenience while driving, especially in electric vehicles.
charging networks
"if your apps don't support things like charging networks and more expensive vehicles, let's say,"
Charging networks are groups of places where you can plug in and charge your electric car. Some apps help you find these spots.
Charging networks are systems of electric vehicle charging stations operated by various companies or organizations. Compatibility with these networks is important for EV drivers to find convenient and reliable charging options.
Volvo XC60
"...les in China. So the EX-30 and the plug-in hybrid XC60. The XC60 is Volvo's best-selling model ever."
The Volvo XC60 is a smaller luxury SUV that lots of people buy because it's safe, looks good, and has smart features. Some models use a mix of gas and electricity to help save fuel. It's Volvo's most popular car because it fits well for everyday use.
The Volvo XC60 is a compact luxury SUV and Volvo's best-selling model, praised for its stylish design, advanced safety systems, and available plug-in hybrid variants. It appeals to buyers looking for a premium yet practical vehicle with modern technology. Its popularity makes it a frequent topic in discussions about Volvo's lineup.
Volvo XC90
"EC40 and the XC60 plug-in hybrid, XC90 plug-in hybrid. The Quota could also return the E..."
The Volvo XC90 is a fancy, medium-sized SUV that many families like because it's safe and comfortable. Some versions use both gas and electricity to save fuel. It's popular because it looks nice and has lots of helpful features.
The Volvo XC90 is a luxury midsize SUV known for its Scandinavian design, safety features, and comfortable interior. It has been a cornerstone of Volvo's lineup for years, often available with plug-in hybrid powertrains to improve efficiency. The XC90 is frequently discussed due to its blend of luxury, technology, and family-friendly practicality.
Request an Explanation
Heard something you'd like explained? We'll add it to this episode.
Sign in to request explanations for terms you heard.
Want to learn more?
Browse our glossary for plain-English explanations of automotive terms, jargon, and concepts.
Help improve this episode
See something that's not quite right? Our annotations are AI-generated and can sometimes miss the mark. Click the flag icon on any annotation to suggest a correction.