DAILY: Global EV Sales Rise, Ford’s Recovery Plan & Toyota Builds EVs In Kentucky | 15 Sep 2025

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Welcome back to EV News Daily.

Coming up today, global EV sales are on the rise.

Ford's focus-sized recovery plan and Toyota to build EVs in Kentucky.

Plus, stay tuned. Later in the show,

I'll tell you why one bankrupt EV school bus maker

is causing real frustration for school districts.

Well, good morning, good afternoon, good evening.

Wherever you are in the world, welcome to EV News Daily,

your trusted source of EV information.

Monday, 15th of September, smart and hip.

I go through every EV story, so you don't have to.

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and you can be like them by clicking on a link in the show notes.

On today's edition of EV News China,

we're talking about the Toyota BZ7,

the new great-wall motor or a cat SUV.

And shall we? Now, regularly a top 10 brand.

Join me tonight on our new show called The Speck Sheet,

because today's Patreon exclusive podcast is a deep dive

into the new Mercedes-Benz GLC EV.

Everything you didn't know about it.

I'll let you know later on tonight.

It'll be live for patrons or Patreon exclusives.

Go on to the free feed after seven days.

If you want the content now, though, check the Patreon link.

Global EV sales reached 1.7 million last month in August,

up 5% from July, up 15% from the same time last year,

according to Roemotion.

Pure BEVs were 1.16 million of the 1.7 million,

the remainder being plug-in hybrids,

year-to-date sales of plug-ins, 12.5 million.

That's up 25% on the year-to-date sales of 2024.

Hold on. No, I've seen articles saying

so-and-so has canceled this car because no one's buying EVs

or this car company's slowing down its EV plan

because no one's buying EVs.

Oh, that'll be a 25% growth rate?

Ah, Europe is actually the highest growth rate,

up 31% year-to-date.

Germany, 45% year-to-date.

I mean, I told you recently how Germans are falling back in love

with EVs after some of the incentives disappeared.

Spain's doubled volumes.

France had a bit of a wobble,

but otherwise seasonal shifts saw the UK once again

do really well and become, along with Germany,

the two big EV markets over here

are in the European region.

Of course, the UK has the new government plug-in grant,

so the Ford Puma Gen E and the E-Tornado Courier

get that full 3,750 pounds off.

The Chinese also doing big market share increases here.

North America recorded its best month on record in August.

That can't be true. I keep seeing the headlines.

So-and-so's car model is being delayed by two years

because of the slowdown in EVs.

It can't possibly be that North America had its best month on record.

Don't understand the data.

Or maybe the headlines are wrong.

Who'd have thunked it?

Analysts expect a even stronger September.

Obviously, the expiration of the federal tax credit

is skewing the market in China.

OK, so the big growth rate numbers of 40%, 50%, 60%

weren't there, but that's where the CUME is coming from.

That's where the volume is coming from,

where the growth rate is up a meager 25%.

OK, let's move on.

Now, I recently made a special Patreon bonus show

all about Ford.

In fact, it was last night, so what's that?

That's the 14th of September.

I made a special all about Ford in Europe.

There was a time when it seemed every second driveway

in Britain or Germany had a Ford parked in its school runs

in fiestas, commutes in focuses.

The Blue Oval had a pride of place in government fleets

and in police pools as well.

That's all changed for Ford.

They went through a time when the Fiesta was the number one

in this country, number one car sold for 12 straight years

in a row.

Didn't miss a beat.

It's all changed.

It's all gone.

Ford have let cars like the Fiesta go, the Focus,

the Montejo, and they replaced them with cars

like the Explorer and Capri.

Good cars, but not Ford prices.

For instance, you can spec the Capri up to almost

£60,000.

And the basic one, the basic Ford Explorer in the

small battery that they get from VW, of course,

is £40,000.

Now, we do have the new Ford Puma,

and that's a really important car to arrive

because although it was initially on sale at £30,000,

the UK government grant has kicked in.

And so if you go on, that's knocked a ton of money off.

Ford have reduced it as well.

If you do go on to Carwow, which I did yesterday,

there's loads of places you can look at car prices,

but I did a Carwow search, and you can get that car now

for £24,350.

This is UK pound sterling I'm talking about, by the way.

So £24.5 a bit under.

So that's a more sensible price for a car

that is very small but really efficient,

actually.

And we'll do 233 miles on a WLTP.

But there's nothing that sits lower than the Puma.

And by the way, a ton of choice under that price.

Listen to the special podcast I did last night.

It's half hour long.

I'm sorry.

I'm a big Ford fan.

I grew up wanting fast Fords.

They were the, you know, that were my posters

on my bedroom wall of, you know,

RS's and Cosys with big wings and stuff like that

was my fantasy because there was attainable

and they were quick.

And then, you know, probably watching touring car racing

and seeing fast Fords.

And so, it heartbreaking to see what's happened

to them over here.

Just a series of models not being around,

previous management making bad decisions,

factories closing and underestimating

the Chinese coming in.

And so there's nothing under the Puma.

And then there's nothing between the Puma

and a 40 grand Explorer.

Well, the new focus, it's going to be an SUV

because everything's an SUV

or at least a crossover shape.

It's coming in 2027.

This is auto car reporting.

This wasn't a press release from Ford, by the way.

This is auto car reporting 2027.

It'll be made in the Valencia plant,

which is in Spain.

And the new model follows the closure

of mainstream cars like Fiesta and Focus.

This should be called the new Focus.

I wouldn't even put EV in the name.

I'd call it the Ford Focus like they did with Capri,

although the Capri's not a Capri.

And that got pushed back

because they were just recycling a name

they had in their arsenal.

But I would make this as focused like as they can.

Now Valencia can make 300,000 vehicles,

but they'll do that a mix of EV and hybrid.

It's going to be built on the C2 platform.

And so Ford is developing

the new universal EV platform,

the UEVP in the U.S.

I would just presume that a car coming in 2027

would be on that.

But no, auto car reporting says the C2 platform

was previously used for the Focus.

Never for EVs.

Okay.

Obviously it has to do a job for Ford

with things like European emissions targets

and things like that.

And it needs to come in under 30,000 pounds

because by then you want the Puma to be discounted

and monthly offers.

So sorry, Ford.

Get over your premium little fling

that you had.

I go into a lot my recommendations to Ford.

No one at Ford cares what I think.

I'm an idiot.

But I do go into a series of things they can do

leaning into things like their commercial division

where they do lead with the Ford Transit.

They're the market leader there.

Is there a place for Ford tough, built tough,

built Ford tough in over here?

Well, we don't like pickups.

So maybe not.

But they don't have any mainstream cars

in the EV world to sell us for now.

So hopefully a couple of years away,

Ford Focus is not too SUV-ish

and they can make it look

like people think a Focus should look like.

They're never going back to, you know,

a 12% market share in Europe.

However, they certainly need to stop getting beaten by

everybody else.

OK, let's move on.

European automotive leaders are urging

a reassessment of the European Union's

2035 ban on pure combustion.

It's 10 years away.

So in 10 years time, all we need to do is make sure

that zero emission vehicles are in a place

where it will suit the majority of cases.

And there's a ton of exceptions, by the way,

for small car makers.

And it's not a one-size-fits-all.

As you know, the car makers tend to have

a bit of a complain and comply mindset.

They have a good old whinge about what they're being told

to do, whether that's emissions regulations

tightening for the last decades.

And they always hit it in the end.

And the cars are better because of it,

some people would argue.

However, the automotive leaders are still saying

that we can't possibly hit 2035.

Mercedes-Benz CEO Ola Kellenius

arguing that the current targets aren't practical.

EU officials and environmental advocates

defend the deadline as crucial for meeting climate targets.

Vehicles are lasting 15, 20, 25 years.

Modern vehicles are so efficient and reliable

that even in 2034 on New Year's Eve

as the clock strikes midnight

and you buy one of the last pure combustion cars,

it's still going to be on the road in 2050.

Like, let's not forget that.

No one's taking them out of your hands

on that deadline.

It's just a new passenger car rule

for companies that sell lots of vehicles.

Right?

And so why wouldn't we want to get there?

Because the Chinese are heading there

and they want to sell those cars to Europeans.

And if the European car makers,

as Ford is now finding out,

Ford of Europe to a very, very painful extent,

we'll just buy something else.

Nah, we want to buy VWs and Mercedes

and the Stellantis brands.

But some of the Chinese brands are actually very good.

And although the European Commission

reaffirmed its commission commitment

to a full fossil fuel phase out,

the member states within the EU

want flexibility.

Italy wants biofuel, exemptions.

France wants for an ongoing political debate.

The dynamics of the market reflect

China's plug-in vehicle share skyrocketing

over the last five to 10 years.

Although this has really been, you know,

the move to EV in China's been part of their plan

for, you know, 20-plus years.

However, Audi's CEO supports rapid electrification

as a superior technology.

And so this one's going to go round and round.

But there was a big meeting last Friday

where they hoped that some concessions would be given.

Concessions were not given.

They were reminded 2035 is the line in the sand.

Can you please hit it?

All right, let's move on.

Toyota will begin building its first

US-made EVs next year at the Georgetown Kentucky facility.

There's going to be two three-row SUVs planned.

One derived from the Land Cruiser

and another expected to follow the RAV4,

both using a new EV platform from Toyota

to make room.

Production of the Lexus ES goes to Japan.

The move targets America's growing trend

for large electric SUVs

while reducing exposure to tariffs

and making the cars in the US.

Kentucky will invest 1.3 billion,

or rather, Toyota will invest 1.3 billion

in the Kentucky facility,

adding jobs and a new battery pack line.

Toyota sells only the BZ4X in the United States.

Though more electrified models are on the way,

they have one in China that I was talking about today

on EV News China, the spin-off podcast of this.

Still in the same feed if you want to listen to it,

if not just delete it.

And we're talking about the Toyota BZ7.

This is, you know, from a side profile,

a German saloon sedan.

It's an Audi.

It's a BMW.

It's a Mercedes-Benz.

It's a Tesla Model S from the side profile.

Look up front, and it's a bit more of the Toyota face,

but otherwise, cracking vehicle

that the rest of us won't get.

What's that?

I said a nice thing about Toyota.

I'll have a little lie down in a moment.

Now, let's talk a little bit about Nissan

and the Micra.

And they had an event in Rotterdam

to showcase the sixth-gen Micra,

now offered exclusively as a full bev.

It's a little hatchback built on the

AMPR small car platform.

It weighs 1,500 kilograms, 2.5-metre wheelbase.

And yeah, of course, it's developed alongside

Renault.

And the Renault 5 is a great vehicle.

The Nissan Micra looks like a great vehicle,

which was a proper little mini car

back in the day.

The Micra was, you know,

Nissan wouldn't have wanted the Micra

to be thought of as a, you know,

a little old lady's car.

But early doors, the Micra was definitely known

as a little old lady's car.

And so Nissan obviously went to great lengths

to broaden the market appeal of the Micra

these days because of safety and

generally cars getting fat.

The Micra is a lot bigger than it used to be,

but they've been showing it off now.

Low center of gravity,

multi-link rear suspension, direct steering

for making a fun little car to drive.

18-inch wheels, short overhangs.

Look, you've seen the Renault 5.

And so it's been, you know, Nissan.

It's got a low-seating position,

dual 10.1-inch displays,

built-in for maps and assistant and play store.

Two battery choices.

Again, this is the, you know,

the deal with the Renault.

But it's 40 kilowatt hour and 52 kilowatt hour,

260 miles WLTP,

100 kilowatt DC fast charging vehicle

to load. And it can even

tow. The Micra will lead

Nissan's European expansion

alongside the new Leaf,

the new EV Duke,

and a new A-segment EV

coming in the next two years.

Half, they say, that's only one-half thousand pounds.

After the government grant

is taken off, you know, wait for the office

to kick in is what I would say, and it'll be

even less than that. And finally,

before we take a break,

Stellantis has cancelled

the all-electric Ram

pickup truck. That was called the Ram

1500

Rev. Which is odd, because

you think REV is range extended vehicle,

but it was called the 1500 Rev. And it was all

electric. And then they're only going to make

a plug-in hybrid version now

called the Ram

Rev. And then other outlets I saw today

referred to it as the Ram e-rev

and some called it the Ram

Reeve for range extended

electric vehicle, R-E-E-V.

Which is that term is used a little bit more in China.

We are starting to talk about

e-revs a bit more, which tends to be

there's no definite definition

as I've said many times lately, but it tends to be

the engine never drives the wheels

and it's got a bigger battery than a typical

plug-in hybrid. You know

BMW invented that and others

did as well. Long before

the i3 Rex. But anyway, new term

and everyone decides they want to buy an e-rev.

Stellantis is facing

financial pressures, their parent company.

They cancelled plans for the larger

battery option already and now the original

Ram 1500 Rev announced

a CES a couple of years ago with 500 miles

of range, 229

kilowatt hour battery was pushed back

in the back in the back in the back. It was going to be

26 now it's been dropped completely

as I think

it's probably smart for Ram.

What do you think? That they've looked to the

F-150 Lightning, they've looked at

this Cybertruck and they've looked

at the Rivian R1-T and all the competitors

and they realized that

a lot of people drive their trucks for leisure

and that's fine. And then a lot of people

who drive their trucks to tow and to

work when they get

an EV and realize that when you start

towing big trailers that are not aerodynamic

and

you can see the gauge going down and it

happens with diesel, obviously you just don't

see it as obviously, but

they complain very bitterly

and loudly and so sensible

for Ram to back away from a full

bed for now, let battery technology

improve, they'll combine the new

Ram Rev

no longer called Ram Charger

I know I couldn't keep up either with this story

so the Ram Rev is dead and long live the Ram Rev

Ram Charger is dead but

this is the Ram Charger, big battery pack

gasoline generator

they've given it 690 miles of combined

range, Stalantis

had almost 50% drop

in profit for the first half of the

year so

they're having to make some changes, now we'll take a break

we'll come back, we'll talk about Mary Barra

from GM saying EVs, they're still the North Star

you know and Amazon

having a little tickle with GM's bright drop van

stick around back in a mo.

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Hey welcome back to the podcast last few stories

GM's CEO Mary Barrow reaffirming

their long-term goal to go all

electric signing is still our North Star

during the automotive news

Congress GM first set

2035 as the target for converting

every vehicle it makes

light duty at least to be all EV

that was reiterated

as late as 2023

since then they've said that

the shift might take a little bit longer

and that they will still do it

but maybe not by 2035

that it could take decades Mary Barrow emphasizing

strategic decisions require

careful timing yeah that's

they do don't they

big decisions need to be taken at the right

time that's why you get paid

the big bucks Mary

sorry I'm particularly spicy

today aren't I but um

yeah I mean she's right but she gets well

compensated to make strategic decisions

with careful thinking so you know

you tick the box

on the job description her comments

highlight both GM's

unwavering commitment to EVs but also

a pragmatic recognition

to an all EV future I mean

I'm completely on board with that let's just do the best

we can and it'll happen at the speed it happens

Norway happened at the speed it happens and it's

98% now pure bed

and so we'll all get there at our own

speeds as they say on bluey

which if you're not a parent you probably haven't

watched bluey run your own

race

I love that phrase I love most

Aussie phrases to be honest with you

but I particularly love that one I bluey

run your own race

yeah we'll do it our own speed that's cool

Amazon is running their own race

by going electric they've also got a big partnership

with Rivian they're a massive investor in

Rivian they take a 16%

stake of the business with the electric delivery

and a hundred thousand of those on order

but now they're having a little look at GM's bright drop vans

over a dozen

bright drops are now on the road

Amazon probably working out whether that would fit

into their all electric future

fleets Volvo recently

brought back their former CEO Huck and Samuelson

on a two year deal to steady the ship

as they search his for a new permanent successor

Samuelson led Volvo from 2012

to 2022 very very

successfully by the way telling

Bloomberg that

the scale of challenges ahead

shouldn't be underestimated but

committing Volvo to an all electric

future he said that the auto industry's

EV future is inevitable

though the pace will vary across regions

yeah I mean yeah obviously

within a decade he says cars

will be fully electric and affordable

but in a different competitive landscape

saying that only a few Chinese

brands will

end up as emerging

as survivors

he said survival may hinge on agility

and obviously they're owned by

Geely the Chinese parent company

but he said other companies will fail

he didn't name companies that will

fail acknowledging that not all traditional

cars will adapt Tesla, Rivian, BYD

Xiaomi illustrate how a new

comer can come along and reshape the

entire market now here's a follow-up

on the Hyundai LG Georgia battery

plant that will actually face

some significant delays following the

US immigration raids recently

the $7.6 billion complex

was meant to begin production this year

and it's at the heart of

Hyundai's EV on American soil

the raid though described by the US

as the largest single site enforcement

operation in homeland security history

detained 475 workers

and 300 South Koreans

the workers have been flown home

now both governments are discussing

visa programs that

support skilled labor needs

Hyundai CEO though

Jose Munoz

saying he was surprised by the raid

and clarified the workers involved were

employed by LG and their suppliers

not Hyundai directly

stressing the specialized expertise is required

for building things like battery plants

to offset the delays Hyundai will rely

on battery from other facilities

but it's going to be putting them back months

they say. Scout motors CEO

Scott Keough said the company favours direct sales

over dealer ships

comparing buying a car from a dealer

stopping at best buy

he said direct sales is the right strategy

likening it to buying directly from

Apple online

saying it's a better brand experience

if you don't own that then what do you even have

he says a separate item in the coverage noting

that the scout CEO

dismissed a lot of the dealer

complaints about the fact that

scout motors is not basically Volkswagen

they've been saying

aren't you basically Volkswagen

saying that you can

sell directly because we're not VW

he said that all of that from the dealers

is just and I quote

a bunch of noise

oof right okay

also a lot of noise if I'm going to quote him

that was exactly looking at my notes here

exactly what he said

okay well not looking to make

any friends in the

dealers association which of course

is rumbling through the courts now

because they argue it's just a VW and the scout

should stick to the VW contract with

the dealers

while several main school districts

got their Lyon

electric school buses through a federal

program expectations were high

for clean and quiet rides to take the kiddos to school

two years later many of those buses

are now sidelined and parked up

no word on repairs or support from Lyon

electric or the government actually

or even guidance on what do we do now

main school districts

struggling with electric buses from Lyon

electric bought under the federal program that

requires either keeping them

which they are happy to do if they work

or paying back nearly four hundred

thousand dollars

per bus from the school districts

budget and that's not fair

so don't do that

since Lyon entered bankruptcy last December

any parts

or support tickets have gone unanswered

leaving buses sidelined

because of break issues

high voltage warnings sudden power loss

in Yarmouth a one hundred thousand dollar

rebate more than offset the extra

infrastructure and consulting expenses

that they had to go through to get the EV

school buses but in many towns

the buses are now sitting unused

because there's problems and they're

broken they need maintenance

and there's no one to help them

they faced wiring and where problems

one technician describing the fleet

as prototype grade

and flawed in even the basic

12 volt systems the main department

of education says the program is

federally overseen by the EPA

but it has created an emergency

replacement option for districts

in need the EPA

say they're monitoring the bankruptcy of

Lyon Electric Lyon faces a federal

lawsuit over misleading investors

and was sold in July for only six million

dollars from the earlier four

point seven billion

valuation and yes the

current owners of that

I'm sure are doing

what they're doing with the business but

answering requests from school districts

to please fix our buses

not replying to them

it seems and that is

brutally unfair

shouldn't there be some help like these

are school districts budgets are just cut

razor thin and they bought

in good faith EV buses that

weren't fit for purpose by the sounds of it

the company's gone bust

they need some help like I know

that the US is pretty much against

EVs this time and you know at least

this term of the White House

they can't just sit and rock

or make the schools pay back 400 grand

a bus I hope

common sense prevails on that

we'll wait and see thanks to our premium partners

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DAILY: Global EV Sales Rise, Ford’s Recovery Plan & Toyota Builds EVs In Kentucky | 15 Sep 2025

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Toyota RAV4

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Tesla Model

Tesla Model S

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BMW i3

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About this episode

Original notes