EV News Daily - Technology and Business of EVs May 14, 2026

DAILY: Global EV Sales Rise, Electric Golf Delayed and U.S. Seeks Permanent Ban On China EVs | 14 May 2026

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Concept

oil shock

An “oil shock” means oil prices jump because of a disruption. When gas gets more expensive, EVs often become more attractive, which can increase EV sales.

Concept

pre-sales

“Pre-sales” means you can order a car before it’s actually delivered. It’s a way to gauge demand early.

Concept

knock-on effect

A “knock-on effect” means one big event causes other changes afterward. The host is questioning whether the war is indirectly pushing EV sales by raising fuel prices.

Term

50 tariff

A tariff is a tax on imported products. A 50% tariff is a big extra cost, so it can push up EV prices and affect how many get sold.

Concept

front loading shipments

It means sellers rush deliveries to happen before a new tax or rule starts. That can make sales look higher right now, even if demand doesn’t actually jump the same way.

Concept

tariff-free entry

Tariff-free entry means the imported cars don’t get hit with an extra import tax. That can make them cheaper for buyers and easier to sell.

Term

quota

A quota is a cap on how many cars can be imported. Even if the cars qualify for a tax break, only a limited number are allowed in.

Brand

Volkswagen

Volkswagen is the company making the EV plans in this segment. They’re adjusting timelines and strategy because competition—especially from Chinese EV makers—is getting tougher.

Term

SSP platform

SSP is Volkswagen’s planned EV “base platform” for future electric cars. They’re saying the first cars built on it won’t arrive until 2028.

Term

800 volt architecture

800-volt architecture is an EV design that can help the car charge faster. It uses higher electrical voltage so the charging system can move more energy efficiently.

Brand

Rivian

Rivian is an EV company. In this segment, they’re mentioned because Volkswagen’s upcoming EV software is being designed with Rivian.

Brand

Audi

Audi is part of the Volkswagen Group. They’re saying Audi (and other premium brands) will get the new EV platform first.

Brand

Porsche

Porsche is part of the Volkswagen Group. The segment says Porsche will get the new EV platform first before the main Volkswagen brand.

Term

margins

Margins are how much profit is left after expenses. Volkswagen is saying they need to build enough cars so the EV platform can make money.

Concept

A business case is the “is this worth it financially?” argument. Volkswagen is saying they need enough production volume to make the EV platform plan profitable, and Chinese competition is changing the math.

Concept

price parity

Price parity just means EVs are expected to be priced similarly to gas cars. The idea is that you shouldn’t have to pay extra just to buy an electric.

Term

connected vehicle security act

This is a proposed law about keeping “connected” cars secure. Connected cars use internet and communication features, and the bill would restrict certain imported vehicles.

Term

connected systems

Connected systems are the car’s internet/communication features. They let the car send data, receive updates, and use online services.

Brand

Lucid

Lucid is an electric-car brand. The hosts mention it as one of the EV companies that’s doing well in the market.

Car

Jaguar Type 01

Jaguar Type 01 is Jaguar’s first fully electric production car. The name is meant to signal a new era and zero tailpipe emissions, while still referencing Jaguar’s racing history.

Company

Ford Energy

This is Ford’s business branch focused on storing electricity. Instead of charging a car, it’s about keeping power available for homes, businesses, or the electric grid.

Term

stationary energy storage

It means batteries that stay put to store electricity. They help when the power supply is inconsistent, like when solar isn’t producing at full strength.

Term

prismatic lfp cells

These are the basic battery units inside the system. “LFP” is a battery chemistry that tends to last a long time and handle heat well, and “prismatic” describes the cell’s shape.

Term

dc block

DC Block is Ford’s “battery box” for storing electricity. It’s built to be shipped and installed like a container, and it’s designed for long-term storage use.

Term

512 amp hour lfp cells

Amp-hours tell you how much energy the battery can hold. Higher Ah generally means the battery can run longer before it needs to be recharged.

Term

liquid cooled thermal management

Batteries get hot when they work. Liquid cooling uses a coolant system to keep the battery at the right temperature so it lasts longer and works more reliably.

Term

three level battery management system

A battery management system is the battery’s safety and control computer. It watches things like temperature and charge level so the battery doesn’t get stressed or damaged.

Term

state of charge

State of charge is basically how full the battery is—like a fuel gauge for electricity. It helps the system know how much energy is left to use.

Term

5.45 megawatt hours of storage

Megawatt-hours tell you how much energy the battery system can store overall. Think of it like the size of the “electricity tank,” not how fast it can pour it out.

Car

Ford Lightnings

The Ford F-150 Lightning is a pickup truck that runs on electricity instead of gasoline. It uses a large battery pack, and the type of battery cells matters because it can change cost and how the truck performs. That’s why battery supply and manufacturing details come up in EV news.

Company

SK on

SK on is a company that makes EV battery materials and packs. Here, it’s mentioned because it was part of a battery factory arrangement with Ford.

Term

validation vehicles

Validation vehicles are test cars made before regular customer cars. They help the company check that the design, safety systems, and software work correctly.

Term

real world performance durability safety software firmware

They’re testing the car in more realistic conditions to make sure it’s safe and holds up. They also test the computer software and built-in electronics so everything works reliably.

Term

real world mileage

Real-world mileage is how far the car actually goes in normal life. With solar, it can change a lot depending on how sunny it is and whether the car is parked in shade.

Term

efficiency is in the panels

Panel efficiency means how well the solar panels turn sunlight into electricity. If the panels are more efficient, the car can collect more energy from the same amount of sun.

Car

Dodge Avenger

The Dodge Avenger is a regular, everyday sedan. It’s the kind of car where people may talk about how the screen can show phone navigation apps like Android Auto. That’s why it might be mentioned when discussing updates to in-car screens and apps.

Company

Stellantis

Stellantis is a big car company. Here, they’re talking about whether Chinese EV brands will be able to sell cars in the U.S., and how Stellantis is already working with a Chinese EV maker through a partnership.

Company

Leapmotor International

Leapmotor International is a partnership effort to sell Leapmotor electric cars outside China. It’s mentioned as the channel for getting Chinese EVs into other countries.

Term

Android Auto

Android Auto is the Google system that shows your phone apps on your car’s screen. The episode says Google is updating it with a new layout that works better on different screen shapes and improves navigation.

Car

iX3 (G08)

The iX3 (G08) is an electric SUV from BMW. It’s the kind of car where the main screen can be updated so navigation apps like Google Maps take up most of the display. That’s why it may be mentioned when talking about new software and screen changes.

Term

edge to edge

“Edge-to-edge” means the screen uses the whole display area. In this case, it’s how Google Maps and buttons are laid out so they fit the car’s screen better.

Term

real-time details

“Real-time details” means the navigation screen updates information while you’re driving. The host mentions things like lane markings and traffic lights being shown as you approach them.

Company

CATL

CATL is a major company that makes EV batteries. They’re building more battery module production in Hungary so they can supply more EV battery packs as their cell factory comes online.

Concept

gigafactory

A gigafactory is a huge battery factory designed to make EV batteries in large quantities. Here, they’re saying the factory can already assemble modules, but the cell-making part isn’t fully running yet.

Term

gigawatt hours of annual module capacity

This is a way to say how much battery energy the factory can make each year. It’s about the size of the batteries they’re producing, not directly the miles a specific car can drive.

Car

Jeep Avenger

The Jeep Avenger is a compact electric car designed for city driving. They talk about how far it can go on a charge and how quickly it can charge on fast chargers, along with the UK prices for the trims.

Term

DC fast charging

DC fast charging is the quick-charging option for EVs. It uses higher-power chargers so you can add a lot of charge in less time than regular home charging.

Term

WLTp

WLTP is a standardized test that automakers use to estimate how far a car can go on a charge. It’s a common way to compare EV range claims across models.

Term

80 percent charge in 30 minutes

This is a charging test result that says how long it takes to get the battery up to 80%. Charging usually gets slower as the battery fills up, so 80% is a common way to compare chargers.

Brand

Tesla

Tesla is the company making EVs and charging gear. Here they’re talking about a new accessory that helps manage home charging so you don’t overload your house’s electrical system.

Term

Gen 3 wall connector

Gen 3 wall connector is Tesla’s home EV charger model (the third version). They mention it so you know the remote meter is designed to work with that specific Tesla charger generation.

Term

universal wall connector

A wall connector is the EV charger you mount at home. The segment says the new remote meter can work with Tesla’s wall charger hardware, including the universal version.

Term

dynamic power management

Dynamic power management means the charger “thinks on the fly.” It watches how much electricity your home can safely use and automatically turns the EV charging up or down to prevent overload.

Term

zero emission construction equipment

It means construction machines that don’t burn diesel while they’re working. So they don’t make exhaust fumes on-site, which helps in cities and can be quieter too.

Term

tracked dumper

A tracked dumper is a small machine for moving materials around a job site. Tracks help it grip on uneven ground, and here they’re talking about electric versions.

Term

scissor lifts

Scissor lifts are machines that lift people or tools up to a higher work area. They use a folding mechanism, and the segment is saying electric versions are becoming popular.

Term

single charge

It means the battery is supposed to last through an entire workday. That matters because if it needs charging too often, it can’t keep up with the job.

Term

slow charge overnight

It means charging the battery slowly while nobody’s using the machine—like overnight. That way it’s ready for the next day without stopping work.

Term

micro excavator

A micro excavator is a small digging machine used in tight areas. It’s the kind of equipment that can be useful when you need to work in cities or small job sites.

Concept

self-charging hybrid

A “self-charging hybrid” is a hybrid that fills its battery without you plugging it in. But it still uses the engine and driving energy—so it’s not magic or unlimited power.

LIVE

Welcome back to EV news daily on the podcast today global EV sales the electric golf gets

pushed back and a permanent ban on Chinese cars plus stay tuned because later in the

show I'll tell you why there's a rising demand for electric construction equipment on

EV news China today our spin off podcast it's already in your feed if you have a look today's

podcast talks about the oil shock lifting EV exports the Audi e7x pre sales are open

and the mg4 continues its domestic run let's get into the news today global EV sales reached 1.6

million units last month in april and 5.6 million year to date according to benchmark mineral

intelligence april sales were up six percent on the same month last year benchmark noticed that

april sales were down on the previous month in march but then again march was unusually strong

europe did much of the work europe recorded 400 000 ev sales in april

up 27 compared to the same month last year growth picked up through the spring as european ev

growth accelerated from 19 in january in february to 30 growth in march and april the main markets

moving the right way germany's ev market up 33 french up 36 italy has doubled rising petrol prices

which many have linked to the middle east conflict or rather i should say rising petrol prices

because of the american uh israel war on iran many people think that has had already a knock-on effect

in terms of rising ev sales i remain to be convinced i would like it to be true i never

want to be so blinkered on this podcast that i'm accused of just being a blatant ev fanboy in

ignoring reality and so i'm playing a wait and see game i think evs are any car right is a big

life purchase i'm not sure that you wake up one day and the pump prices are higher and the next

day you go out and buy a brand new 40 grand car or something and so there is an effect uh we'll

wait and see i think it's going to be more drip drip i think it's going to take weeks and months

but i think there will be a very real effect others are more bullish and say it's already

driving sales high fuel prices are effectively a good salesman at the moment the the u.s white

house is being just about the best salesman for evs that is going on obviously i know the

current incumbent of the white house hates evs but actually the the effect of the war on iran

is going to have a huge positive effect on electric vehicles but i mean obviously that is

secondary to the the human impact of what's happening there but i want to say that so i

recognize it um north america tells a different story though ev sales are down 25 percent year

to date in u.s and canada mexico's ev market surged 50 but a lot of timing involved there

because chinese automakers were front loading shipments to mexico ahead of a new 50 tariff on

imports canada's ev market is down seven percent year today but also a launch the new electric

vehicle affordability program with incentives up to 5000 canadian per vehicle canada's also

introducing a quota for 49 000 chinese made electric vehicles regardless of brand um to enter

tariff free almost um but not the hundred percent tariff on chinese imports that were in place

china looks less straightforward domestically china is struggling down 17 percent year to date the

slowdown is concentrated on smaller evs which is where the chinese market exploded a few years ago

subsidy changes have removed the price advantage but now exports are the new story of 2026 china's

exporting more than 400 000 evs in april alone and even byd exported more evs than tesla sold

worldwide in the month of april we don't get monthly data from tesla but we can make a very

good guess at that well clean tecnica made a very good guess at that their math seems to add up

okay let's move on volkswagen will not launch the electric gulf until the end of the decade brand

ceo thomas schaffer said at the financial times future of the car event in london pushing it back

from 2028 saying the volkswagen doesn't need the gulf yet it's meant to be sitting on the ssp

platform but that was targeted for launch this year and well that's going to come and go 800

volt architecture advanced battery technology new software uh the software designed with rivian

that should be the uh id car that comes next year i know it's past its winter validation testing

and uh ssp now starts later though uh mr schaffer said the first ssp vehicles will launch in 2028

but the premium brands go first audi Porsche and then the vw brand coming much later the order

says much about the business case schaffer said volkswagen needs scale to achieve margins on its

platforms saying a stronger competition from chinese brands is forcing the group to redo their sums

the group ceo oliver bloom previously said the ssp platform will deliver price parity

between anything gas guzzling or electric moving on a bipartisan group of lawmakers introducing

a new act the connected vehicle security act in the house this bill would permanently ban

chinese vehicles from the united states legislation to codify and widen restrictions

imposed in a biden executive order in 2020 oh whenever it was uh 2025 no maybe i'm thinking

of something earlier than that and we'd also add uh compliance and enforcement mechanisms under the

bill passenger cars from a car maker in china that anything came through that country in terms of

the connected systems in that car which is basically all e v's would be banned from driving on us roads

as i've said many times before you can ban technology but you can't stop the technology

and so the canadiens will drive chinese cars the mexicans will the rest of the world will drive

chinese technology america can but barriers up trade barriers and keep them out for as long as

possible but you can stick your things in your ears it doesn't mean the technology doesn't exist at

least to give the american car makers some runway at least to try and make something competitive but

we'll wait and see uh the startups are doing a pretty good job of it the teslas the

rivians and lucid can we even call them startups anymore um compared to the likes of the slates

who are genuinely a startup well they're doing very well the legacy brands which always sounds

like a derogatory term but you know the established brands so many question marks over where they're

going to put their investment and they really want to be making e v's because they can make so much

money from selling gas guzzlers so we'll wait and see you can keep the chinese cars out it doesn't

mean they don't exist jaguar's next in the news jaguar confirming that its first all electric

production car will be called the type 01 uh the name type 01 marks the start of a new

era the choice leans on jaguar's sporting and motorsport history jaguar using the type designation

on the c type lamon in 1951 of course e type f type all very famous names this time

it's the badge meeting some numbers uh the typo 10 for zero tailpipe and one being

the first car of the new era a complete brand reset they say full production reveal is planned

for september customer car should arrive early next year now ford has launched ford energy

competing in the stationary energy storage market a field that now looks more inviting than

actually making electric cars for some its first product is called dc block it's a modular battery

container built around prismatic lfp cells ford designed it for a 20 year service life each unit

fits inside a standard shipping container and houses hundreds of 512 amp hour lfp cells ford

sells the dc block in two versions either a two hour discharge or a four hour discharge

doesn't sound very pleasant does it oh a bad two hour discharge and both use liquid cooled

thermal management and three level battery management system that system monitors voltage

current temperature state of charge health and more the dc block can provide 5.45 megawatt

hours of storage the company repurposed their battery factory in glendale kentucky uh they were

going to make high nickel packs for the f150 lightnings and more with sk on but those two

companies split ford kept the plant after in the divorce proceedings uh while sk took ownership

of the tenancy facility ford says its manufacturing covers the full production chain

electrodes to modules and the completed containers as well customer deliveries for that if you're

in the market for a container full of batteries it's early next year now apterra has completed

five validation vehicles critics would say yep still not customer cars apterra say give us time

although they have had plenty of it this time it's to test their assembly line in california

okay it is a milestone though 14 stations for apterra to build a small scale of course build

vehicles the growing validation fleet will enter a testing program now so they'll use these vehicles

to do real world performance durability safety software firmware and more as well and of course

you'd hope testing all the solar stuff as well to see how much efficiency is in the panels and how

much real world mileage depending on where you live of course they're testing them in california

can actually be generated on a sunny day and if you leave your car parked outside in a non-shaded

area whether well some of your mileage all could be done by your car charging up

on solar power no doubt the apterra is always going to be a curiosity huge fans of it and

equally lots of people very critical about apterra who think that they are never going to deliver a

customer car stringing people along that kind of thing well wait and see now we'll

come back we'll talk about android auto filling the screen and the jeep avenger getting cheaper

stick around back in a moment all right welcome back to the podcast let's get into this then the

stilanta ceo antonio philosopher says chinese car makers will not enter the us market for at

least a few years following up earlier story on the podcast about a new bill which would permanently

ban chinese cars from the united states he was speaking at the financial times future of the

car summit in london and that's interesting because of course stilantis made a big investment

into leap motor a new joint venture leap motor international to make and sell leap motor chinese

cars outside of china but he says that his view is tied to the current climate but that will change

he didn't shut the door on future deals saying chinese brands are unlikely to sell cars directly

to americans in the near term but added that future eve partnerships in the united states involving

chinese technology would find common ground and indeed have mutual benefits okay moving on google

is giving android auto not android automotive the full operating system but android auto

a big overhaul in fact the first one in 11 years the new version adapts itself to fill any different

shape of screen which is fine if you've got a regular rectangular screen but what about if you

have a round screen or a trapezoidal one so you'd see in bmw's or any other shape really google

showed the update on screens from mini lucid and the ix3 in each case google maps now fills everything

available edge to edge virtual buttons sit within a borderless rectangle which helps the interface

fit odd screen shapes the redesign changes how drivers use apps as well widgets can now stay

pinned over the active maps so key controls remain in view depending on screen size android auto

will show one or two rows of widgets those pinned tiles can offer one touch access to music your

garage door opener or your calendar google maps is at the center of the new layout its new immersive

navigation adds a redesigned 3d view surrendering buildings overpasses and terrain in a new way

the navigation screen also shows real-time details like lane markings traffic lights and stop signs

as well let's talk batteries and catl the world's biggest battery maker for evs has opened a new

module assembly line at their purpose built hall in its gigafactory in deborat zen in hungary the

line adds 5 gigawatt hours of annual module capacity while the wider site still waits for

cell production to begin mattering because catl is not yet making its own cells in deborat zen it

is feeding the new module line with cells from other plants construction of the cell factory is

complete and catl's installed the production equipment uh test production will start once

they get all the permits in place the new line gives catl more output before the cell plant

comes on stream on paper uh 5 gigawatt hours could be 50 000 evs with big packs 100 kilowatt hour

or 125 000 evs if their visa more city focused cars with 40 kilowatt hour packs let's talk a small

city car the cheap avenger always one that is smaller in real life i always think it's it's a

bigger car than it really is then i i see a cheap avenger in real life it's pretty dinky to be honest

with you but fine for european cities the fully electric avenger now gets the uk grads of 1500

pounds uh taking the price of the uh longitude spec to 28 and a half altitude to 30 and a half and

the summit trim to 32 and a half before then jeep was offering its own discount the cars

core figures haven't changed though wltp 248 miles 116 kilowatts of power and 100 kilowatt

dc fast charging 80 percent charge in 30 minutes that's 20 to 80 ouch let's move on tesla has

launched a new remote meter accessory in canada and the us for home charging and if your home

lacks the electrical panel capacity this could be a really good solution the device is 210

dollars in the us and it works with tesla's gen 3 wall connector and universal wall connector

the remote meter enables dynamic power management what that is is a box that continuously uh

monitors available capacity in the home's electrical panel and adjusts the wall connectors

charging output in real time so uh if you have something come on in your house that you need to

to power that your wall panel would be overloaded by well the tesla remote meter will then reduce

the power going to your car continuously monitoring the available capacity in your home

and adjusting it in real time that lets owners charge at the fastest rate that the panel can

support at any given moment without having to completely rewire your home and finally

i saw this report on the electric website they report today on a uk company actually they're

here uh they're called premier plant and tool and i found it so funny to read this story uh because

it's talking about hiring electric plant equipment they now have 100 jcb units and they say it's

really popular and zero emission construction equipment is actually really popular to rent

in the uk mini excavators i'd love to have a go at one of those um there's tracked dumpers

scissor lifts and battery powered equipment premier says it's adding more electric powered

plant machinery because there's a rising demand for zero emission kit it's if you're building in

urban areas um the tightening rules and regs in towns and cities make diesel powered equipment

harder it pollutes it's noisy there's times and days of the week when you can't even operate it

even on some site it's impossible to use electric says jcb pitches the electric machinery as tools

for demolition landscaping the company sizes their packs to deliver a full working day on a single

charge and a slow charge overnight back to full things like the micro excavator shares its chassis

hydraulics and controls with the diesel versions but the battery powered ones are completely on a

par for performance of things like excavation power and all that battery powered equipment

less contractors bid for and potentially win jobs that they wouldn't be able to without using

the electric equipment and that's your podcast for today thanks to our premium partners national

car charging on the u.s mainland and the loha charge in hawaii and test tv avalos trusted

partner for independent ev battery health testing in australia and new zealand have a good

and cinema and remember there's no such thing as a self-charging hybrid

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17:53

DAILY: Global EV Sales Rise, Electric Golf Delayed and U.S. Seeks Permanent Ban On China EVs | 14 May 2026

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