DAILY: Genesis GV90 Coach Doors, Cupra Raval Supermini and Non-Tesla Networks Scaling Up | 29 Nov 2025

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distributor. Welcome back to the podcast today. Genesis GV 90s got coach

Dawes, Cooperas, Ravel, Supermini and non-Tesla networks are scaling up.

Plus, stay tuned. Later in the show, I'll tell you about the GM EV1, which

is now in private ownership and being restored. No EV news, China spin-off show

to dietists the weekend. Let's get into it. New leaks have laid bare. Genesis'

upcoming flagship electric SUV, the GV 90, slides from a closed presentation

revealed two versions, a standard model and a striking coach door variance.

Together, they give the clearest view yet of what will be the brand's

largest and most lavish SUV. The GV 90 is a clear evolution of the Neolun

concept that headlined the New York Auto Show. Most of the buzz came from its

B pillarless, Rolls-Royce style coach doors. The new leaks, shared by the online

account Shorts Car, now point to a production GV 90 offered in both

conventional and coach door layout. And it does look spectacular. A

camouflage GV 90 prototype has already been seen driving around public roads

with its coach doors open, suggesting the feature is more than a design

exercise and is designed for showrooms. Under the skin, industry sources say the

GV 90 will be the first model on Hyundai's new EM platform, seen across the

motor group there. Hyundai says EM platform could deliver up to 50% more

driving range. That's a significant efficiency boost than the current

EGMP based EVs like the Marnik 5 and the Kia EV6. That would put the

GV 90 in the same long range bracket as its most capable luxury rivals. The SUV is

also tipped to support level three, autonomous driving and an expanded

suite of drive resistance systems, underlining Hyundai's ambition to

push Genesis even further upmarket. Now let's go down a little bit.

Size wise at least, Cooper has previewed the Rival, a compact

electric hatchback that will be its cheapest EV yet. Due in 2026 and

based on Volkswagen Group's new MEB Plus platform, it targets Europe's

fast growing electric super mini class and buyers trading in small petrol

hatchbacks for their first battery electric car. The Rival is the first

member of Volkswagen Group's new electric urban car family, a line of

smaller lower cost EVs. It will share the spotlight with rivals like the

Renault 5 and Volkswagen's own upcoming ID Polo. Cooper says the

Rival will start below 26,000 euros, around 26,000 pounds at today's

rates, pushing it into direct competition with mainstream beef segment

hatchbacks, just as European rules tighten on emissions and demand

rises for more affordable electric city cars. For Volkswagen Group, the car

underlines a wider shift to shared EV hardware to cut development and

factory costs. The Cooper Rival, Volkswagen ID Polo and ID Polo

GTI, the Škoda Epic will all sit on MEB Plus with higher combined

volumes meant to bring down the cost of every car. Cooper will also lean on

its performance image. A flagship Rival VZ is planned with 222 horsepower

sport suspension, bucket seats, and putting it in the growing

electric hot hatch camp against things like the very nice Alpine A290,

the Peugeot E208 GTI, and the Mini JCW Electric. Battery size isn't

driving ranges. Well, they're still under wraps, but the sub 26,000

euro entry price is striking in a market where many established

carmakers still find it hard to sell EVs profitably. Now, North

America's fast charging landscape is shifting. New federal data shows

that non Tesla DC fast charging stalls using the J3400. Can we call

it Nax? Is that okay? NACS or Nax plug, the Tesla plug, if you

like. Now that it's an open standard, have tripled this

year, a jump that shows how quickly the industry is moving

away from the older CCS-1 towards the now certified SAE

J3400 standard. According to the US Department of Energy's

Alternative Fuel Data Center, as of November 25, 2025, the

United States had more than 35, sorry, 36,500 public Nax DC

fast charging stalls of that 36 and a half thousand, 35,000, of

course, belonged to the Tesla Supercharger Network. That

leaves 1,550 non Tesla Nax fast charging stalls now in

operation. That may be a lot more than some people

realized. At the start of the year, that's fewer than 500 in

just 11 months, charging providers adding over a thousand Tesla

plugs to their networks. These numbers mark a clear turning

point. Non Tesla Nax deployments have recently risen to

more than 200 new stalls a month and in some months more

than 300. Most third party sites, however, still lean on CCS-1.

Tesla continues to grow faster in absolute terms, too, adding

close to 6,000 Nax stalls so far this year. Other charging

providers, by comparison, installed roughly 8,500 CCS-1

stalls in 2025. And that split shows a market in transition.

CCS-1 still dominates new non Tesla capacity, but

investment is already tilting towards Nax and as more

automakers adopt it, third party networks face rising

pressure to direct new sites, higher utilization and future

proofed hardware towards where the upcoming vehicles will be

able to natively plug in. Now, talk about Hyundai Motor Group.

They say that they've vaulted past Volkswagen to become the

world's second most profitable carmaker behind only Toyota. If

borne out by the full year results, the shift would

redraw the pecking order of firm's best place to bank

roll the next wave of electric vehicles. Speaking at a briefing

in France, Hyundai's chief executive, Jose Munoz, noted that

the group has ranked third worldwide by sales for several

years, but now sits second on operating profit. He said, and

they quote, we have become already several years in a row,

the number three global OEM by sales. And in fact, when

you consider profits, we are number two, end quote. He added

that the group had very recently overtaken Volkswagen,

that industry figures cited at the event put Hyundai's latest

operating profit, roughly $4.8 billion US dollars. And that's

6.5 trillion one compared to Volkswagen's 4.3 trillion one.

Hyundai's improved margins are widely linked to what Mr.

Munoz calls the power of the group, a push to keep more

research, battery production and component manufacturing all

in house. And this vertical integration helps the company

swallow higher material costs and can cope with volatile demand

for electric cars as different markets go electric at different

speeds. A broader electric lineup, including higher margin, three

row EVs and shared platforms that cut engineering costs are

further lifting their returns. Now let's talk about Tesla

rolling out its first European demonstrations of its full

self driving software. It's branded FSD supervised with

tightly controlled test drives now underway. They're

happening in Italy, France and Germany. The effect is to

show people FSD on European roads. And this effort is

unfolding under close regulatory scrutiny with far more

structure than similar programs in somewhere like the United

States. For now, customers are not allowed to sit in the

driver's seat or get behind the wheel. They must ride in the

passenger seat while a Tesla employee drives the vehicle with

their hands just off the steering wheel and their eyes on

the road at all times but with FSD supervised turned on on

European roads. The company says other European countries may

follow if national authorities are satisfied with the results.

This format reflects Europe's very strict approach to road

safety and for liability in the emerging ADAS advanced

driver assistance systems field, especially on crowded city

streets and busy intercity roads. These demonstrations are

aimed at two audiences. One is potential buyers who can see

how the software handles Europe's more complex, often

chaotic traffic system. The other more important group could be

winning the hearts and minds of regulators and policymakers.

Unlike in America where supervised FSD is able to go

straight to customers, European rules require sign off at

many levels and higher regulatory levels before wider

deployment and only after it's been proven safe. Tesla

must show not only that the system behaves in a stable and

predictable way, but also that it fits Europe's view of drive

responsibility and vehicle automation. That means clear

human oversight, traceable decisions and a framework for

the legal accountability should an incident occur. By keeping

employees in full control of the vehicle, but technically

with their hands just resting off the steering wheel,

Tesla is trying to show that its technology can sit

comfortably within that framework and calm some fears

about hands off driving. This is not in any way part of the

regulatory testing. This is purely for customers who want to

see in action, but only see it from the passenger seat. Of

course, we'll take a break. And when we come back a lot to

talk about, we've got a motor, JQ factories for batteries

in Europe, a clean tech investments and the GM EV one

stick around back in a moment.

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Welcome back to the podcast to Chinese electric car

brands in Great Britain are now selling their SUVs with a

built in refund for a tax that doesn't come in for three

years. Oh, Moda and Jku have launched their own incentive

which they're calling the EV tax rebate. They say it pre pays

part of the new road user charge the RUC that'll start in

2028 for buyers. They say it covers the first 20,000

miles of per mile tax at three pence per mile on their

new cars. The shift follows the UK's autumn budget earlier

this week in which the Chancellor of Britain Rachel

Reeves confirmed a new road tax levy for EVs. There's an

increasing amount of countries and some states around the

world that have now put RUCs road user charging in place. And

we're probably one of the bigger markets I would suggest to go

down that route. It's not happening for many years but

from the 2028 to 2029 financial tax year electric car

drivers will pay three pence per mile driven in

response. Oh, Moda and Jku no doubt. I'm a little bit of

publicity. I got on this podcast after all didn't they are

offering a rebate on their fully electric. Oh, Moda E5 and

Jku E5 models. I do suspect that this rebate would have been

called something else or just a pure discount. But hey, why

not link it to the per mile road user charge which is

coming in the brands will cover 20,000 miles at three

pence a mile 600 pounds in future tax. You won't have to

pay not that you would have been paying it for three years. The

offer is already available through the brand's nationwide

dealer network on certain terms. If you take out a 48 month

finance plan, they say it gives you a head start on a future

tax and it lets drivers benefit immediately while

being protected. In practice, it turns a looming policy

cost into a nice little showroom incentive. The 600

pounds is very modest next to the full price of a fully

electric EV, but it's timing matters. It lands now even though

the tax starts in three years and that shows how car makers

already starting to think about how road user charges become

part of the EV ownership and how they might incentive how

more car companies in the future might look at perhaps

public perception of road user charges. It's definitely

going to be a portion of the population who view it

negatively. It is after all quite a big reform of the

tax system here and so car makers might look to

capitalize on that by saying, don't worry, we'll pay for

your miles driven. You don't need to worry about it. It

could be a thing. Right, let's talk about the European

Union speeding up efforts to build a supply of electric

vehicle batteries. New projects back this week alone

could add 56 gigawatt hours of annual cell production by

2030 with investments spread across France, Poland,

Germany and the Western Balkans. This latest funding

round targets gigafactories that together account for 56

gigawatt hours of planned capacity. In France, ACC

will add five new production lines for NMC cells under

its accept project. Also in France, the cause are

Gath project. Well, that's probably not how I say

in French. We will double capacity at its Dunkirk

plant to 16 gigawatt hours capacity per year. In

Poland, LG will scale up output of the 46 x x. It's a

way of describing the dimensions. 46 millimeter

cylindrical cells through its 46 in EU initiative,

helping European car makers source advanced battery

formats and changes upstream and midstream are moving

in step. Lytton has bought Northvolt battery

plants in Sweden and Germany pointing to more

consolidation and greater reuse of existing

industrial sites rather than relying on new builds. In

Germany, Vulcan energy has one approval to start

building its lithium extraction plant clearing

permits for both geothermal and extraction

operations. That puts Vulcan among Europe's most

advanced lithium projects and supports a domestic

low carbon feedstock for gigafactories. And finally

in the Western Balkans, 11 ease has signed an

agreement with the European Commission and Serbia's

development agency to develop solutions for

immobility and energy storage supply chains. Now, by

2035, our next story says McKinsey say that clean

technologies will attract $5 trillion in

investments each year worldwide. This new McKinsey

study says that electromobility sits at the

heart of the shift to green technologies reshaping

where and how things like jobs and money get

deployed. The report seen by Ennegate models

spending in 15 clean tech groups in six

clusters. It projects that annual capital

investment could reach that much money, five

trillion euros by 2035, adding one or two

percentage points to global GDP and creating up

to 30 million clean tech jobs. Electromobility,

clean power generation and power systems

account for 84% of the total. Immobility alone is

forecast to attract $2.5 trillion per year,

almost half of all the spending solar, wind,

heat pumps and geothermal account for another

18%. And then there's things like energy systems,

including grids and battery storage. The biggest

commercial prize McKinsey argues in the report

lies in the technologies that move towards

commercialization and scaling up of electric

cars. Chinese players typically move from

concept to pilots in 21 months. Compare that with

48 months for European automakers. And it costs

roughly 30% lower. Now let's carry on talking

about energy. Eon and its partners, Voltix and

Greenway secured a $70 million grant for the

European Union to build one of the continent's

largest megawatt charging networks for electric

trucking. This is a hugely important piece of

work if you want your supplies to the supermarket

to arrive emission free by the autumn of 2028.

The new HDVE project will roll out 330 high

power charges in nine countries targeting Europe's

busiest freight routes. The project is a major

step forward in large scale electrification of

heavy duty road transport. MCS technology allows

trucks to charge at one megawatt or above.

In fact, the MCS megawatt charging standard or

megawatt charging system, I'm seeing it called two

things these days, actually allows for a lot more

than just one single megawatt of power. And it

closes the gap with diesel on range, turnaround

times and TOC's total operating costs. This

initiative is described as a decisive leap that

can enable battery electric trucks to match

diesel vehicles on range and charging times. And

it's also presented as backing a climate

friendly shift. Good news for the small market

of Cyprus, but a wonderful, wonderful place. By

the way, I've been to Cyprus and didn't see many

electric cars when I was there, but preparing for

a new round of subsidies for EVs, just 4.5 million

euros going into the first pot. But if you are

one of the buyers, you get 9000 euros off a

new car. I think 9000 euros off a new car has

to be one of the most generous, regardless of

market size. Now, the scheme opens before

the end of the year, focusing on new EVs and

officials have yet to spell out detailed

eligibility criteria, maybe some income limits as

well. For global car makers, okay, Cyprus isn't

a big deal. New car sales are modest, but a

grant of 9000 euros does put the country

amongst the most generous EV schemes in

Europe on a per car basis. The level of

support can certainly narrow the price gap

between petrol or diesel models. And let's

talk a little bit about Mercedes. Getting

somewhat let off the hook. One of the reasons

I started this podcast was dieselgate, and

that was only because I owned, at the time, a

Volkswagen Golf Blue Motion that I was told

when I bought it. It's a very green car. And

then it turned out, oh no, you got lied to.

We've been putting some stuff in the car,

the so-called defeat devices. And then,

well, of course, Volkswagen took all of the

heat, I think in the mainstream press, but

so many more were up to the same thing.

Mercedes-Benz has now won a significant legal

victory in Germany, as a court overturned a

large diesel recall without ruling on whether

the car maker had done anything wrong. The

decision affects hundreds of thousands of vehicles

and turns on a technical point of view rather

than emissions. On November 27th, the

administrative court in Schleswig found

that Germany's Federal Motor Transport

Authority, the KVA, relied on the wrong legal

basis for a 2018 recall of about three

quarters of a million Mercedes-Benz diesels.

The judges said the regulator should have

used European Union rules, not German laws.

So really kind of ruling on a technicality

here, the recall was one part of the wider

diesel emissions scandal that erupted a

decade ago. And I think for many people

opened their eyes to the fact that some of the

big established car makers that people have

put their trust in when always being entirely

honest. And while it was then up to the

individual to kind of work out, well, I trust

them in the future. How do I feel about these

cars that we've been driving being a lot

more polluting than we were told. And for

many people who take cleaning up the air

that we breathe seriously, well, that

affected buying decisions. The central fact

in this case, though, is that the

particular recall collapsed because of a

procedural flaw, not because Mercedes

exonerated it anyway, by the way, three

more rulings in Mercedes remaining cases

will show how far this reasoning extends

and any definitive judgment on these

defeats devices. That's still rumbling

on. And I've said this many times on

the podcast before we wouldn't be in

this position. Car companies wouldn't

have been felt under so much pressure to

hit emissions rules and, well, frankly,

lie, do awful things on a corporate

level if we'd have had EVs because

the situation just wouldn't have arisen.

And the fact that 10 years later, it's

still dragging through the courts and

the big car makers, particularly

Detroit and Germany, are still arguing

for combustion because they make way

more money with engine technology.

This you think would have given them

much more than just a bloody nose.

But still, the profits keep on rolling

in for selling engines and they just

carry on what a pumping out emissions

because it suits them.

And if there was ever a clear sign,

Dieselgate should have been the line

in the sand to move on, but

they just haven't learned.

And finally, one of the very early

modern day electric vehicles, the

General Motors EV1, long treated

as a museum piece, is now being

ready for a full mechanical restoration

and intended to be a legal road use car.

It's thought to be the only

EV1 that can still be made roadworthy

in private hands, giving

the efforts a very historical,

I think technical weight as well.

The EV1 was GM's purpose built

electric car engineered from the

ground up in the 1990s.

Just over a thousand were produced,

but they were all leased.

They weren't sold, which meant

when the program ended, every

single one of those cars was,

in many cases, very unpopular

decision decommissioned,

banned from public roads and crushed.

Nearly all of them were crushed.

About 40 of them, I think,

survived as non-driving display vehicles,

gutted, in other words, so you could

see them in the museum.

But if you'd opened the door or

lifted the bonnet, nothing underneath.

Or maybe even research vehicles,

I think as well.

One of the survivors, though,

recently crossed an auction lot

and it went for $104,000,

despite, well, the windshield was broken

and that's not an off the shelf part,

but they'll deal with it.

And there was quarter lights and components

damaged. YouTube channel,

the questionable garage,

released a two hour video earlier today,

the data they've collected suggests

the job is going to be technically demanding.

GM took out the battery pack in 2003,

so a whole new battery system needed.

A replacement BMS battery monitoring system

and any missing power electronics.

The team has aims to source components

as close to the original as possible,

but many have been out of production for 20 years.

Some hardware like the charger,

the Magna Charge inductive panel.

6.6 kilowatts was shared.

It was seen on the Toyota RAV4 EV,

the Chevrolet S10 EV.

It may be traceable to get the original

charger, but EV1 specific components

will be hard to find, creating engineering

and probably regulatory hurdles

in recertifying a single historic vehicle.

But if they succeed and it's a two hour video,

it's great, go and watch it.

It's part of your weekend watch.

If you are listening to this podcast at the weekend,

a fully functioning EV1 back on the roads.

For the first time in two decades,

this restoration, this parts,

harness approvals process will be closely

watched as a test case for how important

early electric vehicles can be preserved.

And that's your podcast for today.

Thanks to our premium partners,

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and the Lo Ha Charge in Hawaii

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made simple with one app and one map.

Have a good and cinema and remember,

there's no such thing as a self charging hybrid.

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a cool brand and brilliant marketing,

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Shot clock winding down, trailing by two.

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Don't take slow for an answer.

Tip of Sprello shoots.

Swing!

Get to stand guard.

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What went through your head on the last shot?

It all happened so fast.

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Don't take slow for an answer.

Turn the play.

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DAILY: Genesis GV90 Coach Doors, Cupra Raval Supermini and Non-Tesla Networks Scaling Up | 29 Nov 2025

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Hyundai GV 90

Volkswagen Group MEB Plus platform

Volkswagen ID Polo

Mini JCW Electric

Aston Martin Vulcan

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