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02:29
Welcome back to the podcast.
02:31
Today, GM edges back to hybrids.
02:34
Tesla forces FSD to subscription.
02:36
And if he goes, at Kroger's, plus stay tuned.
02:39
Later in the show, I'll tell you why Canada could be about to tear down tariff walls
02:42
and rebuild their relationship with China.
02:45
And join me later for a bonus show called Battle of the Bulge.
02:49
Oversized MPVs from Hyundai and Kia.
02:51
Compared, we've got two new people carriers.
02:54
They're quite different, actually, from Hyundai Motor Group.
02:57
So we'll compare them on the bonus show.
02:59
Live tonight for patrons, all Patreon exclusives go into the free feed after seven days.
03:03
You haven't got to support me on Patreon, by the way, for five or ten dollars a month.
03:06
If you want to, it's how I earn a living these days,
03:09
spreading the word about electric vehicles and taking the fight to the fossils.
03:13
Plus, you get the show's ad free.
03:15
And that saves some time and some hassle fast-forwarding them.
03:17
And so you can do that.
03:19
Check out patreon.com slash evnewsdaily.
03:21
And if not, just wait seven days and they drop into the free feed.
03:24
And we all like something for free.
03:26
Now, Mary Barra still calls the fully electric lineup at General Motors their end game.
03:32
That was her phrase.
03:33
Yet as Evie demand calls in America and rivals hedge with hybrids,
03:37
GM is now eyeing the tech that it once spurned.
03:41
The firm has no hybrid range to speak of beyond a Chevrolet Corvette E-Ray.
03:45
And it offers plug-in hybrids only in China.
03:48
It's exploring hybrid options for America with more hybrids and plug-in hybrids planned
03:53
at least for 2027 onwards.
03:56
The Chevy Equinox plus plug-in hybrid, which boasts strong range figures,
04:01
will not enter the American market.
04:03
GM's delay, they say, is deliberate.
04:06
Barra insists the company was right to steer capital towards
04:10
pure EVs rather than hybrids and still frames full electrification as the strategic goal,
04:16
not a waystation, but she also concedes that a central flaw in today's plug-in hybrids is that
04:21
people just don't bother to plug them in.
04:24
And that behavior gap is a problem.
04:27
Plug-in hybrids have the petrol engine directly connected to the wheels and also quite a large
04:34
battery increasingly, but you must charge them to deliver their promised efficiency.
04:40
They are a different technology to E-Revs or the old BMW i3 Rex technology,
04:46
which seems to have been magically invented with E-Revs and everyone thinks it's new.
04:49
Studies now show the drivers of regular plug-in hybrid vehicles skip the cable,
04:55
and real-world fuel use is way higher than what labs predict using optimistic algorithms.
05:03
Europe offers a clear warning to America, weak charging habits, push plug-in hybrid
05:10
emissions above pure combustion because they're heavier and you've got to carry a battery around
05:16
that you're not charging on overnight cheap rate.
05:19
Now, let's talk Tesla.
05:21
American drivers bought around 234,000 electric vehicles in the fourth quarter of 2025.
05:28
Yes, it was a sharp drop from Q3 as the tax credit ended.
05:32
The total was 46% below Q3 and 36% below a year earlier.
05:39
Even with the late-year slump, 2025 was still the same total EV sales as 2024.
05:46
So look, no growth in the US, but considering for a quarter of the entire year,
05:52
American buyers were grappling, I think, with getting the head around the loss of the tax credit,
05:58
no incentives, a White House that's very anti-EV carmakers that are doing U-turns,
06:05
emission standards that are being slashed, and so that's not bad.
06:10
It was pretty much the same.
06:12
It was 1.276 million EV sales this year and 1.3 million sales last year, over 2024.
06:19
So that's about the same, and I think that's a really interesting stat.
06:24
Of course, Tesla remained the main story in America in the fourth quarter.
06:27
They delivered around 138,000 vehicles in the US.
06:31
That's just below 60% market share.
06:34
You know, I have to tailor this podcast to a global audience, and I do need reminding in the
06:39
old noggin sometimes that for many of my American listeners, the market is Tesla.
06:44
And over here, they're a player, and we mentioned them, but there's a lot going on.
06:48
In the US, it's 60% of the market.
06:51
For the full year, data, unofficial data puts Tesla at 590,000 vehicles in the United States,
07:00
Model Y doing all the heavy lifting, Model 3 behind it.
07:05
And then SNX, really bit-part players these days.
07:08
Everyone thinks that you should bin off the SNDX Tesla, should stop making them,
07:13
focus their resources on the Y. No, I like having the SNDX around.
07:18
They are different vehicles than they used to be.
07:20
The battery chemistries have been improved.
07:22
The vehicles have been improved.
07:24
And I like having halo cars in lineups.
07:26
Otherwise, the Cybertruck estimated to have sold around 4,000 units in Q4 and 20,000 for the
07:35
If you're interested, I made a podcast recently.
07:38
It's in the bonus free feed and the Patreon feed about why the Cybertruck could be homologated
07:44
for European roads.
07:46
At least there's a concerted effort being done by enthusiasts over here.
07:50
Now, let's move on.
07:52
Tesla has put an expiry date on full self-driving if you want to buy it.
07:56
Valentine's Day, February 14th this year.
07:59
It's becoming increasingly hard to own anything these days.
08:02
You don't own your music collection anymore, because it's all on YouTube Music or Spotify.
08:06
And you don't own movies anymore, because you've got Netflix and Amazon Prime.
08:09
And it's hard to buy something.
08:12
You don't own software anymore.
08:14
And so, Tesla has followed the trend.
08:17
You can no longer buy full self-driving.
08:19
You can now only subscribe to it.
08:21
A lifetime of yet another subscription.
08:25
It was once a one-off add-on, which we were told the price would, after climbing to $15,000,
08:31
continue to climb because the car's value would climb.
08:34
That was the promise, at least, because they'd be driving themselves.
08:37
Many years ago, we were told that.
08:39
Now the company's cut the subscription price from $199,000 to $99,000 a month.
08:43
And remove the option to own it.
08:45
The move comes amid falling uptake of full self-driving,
08:48
and broader pressures on Tesla forcing a rethink of economics.
08:51
A subscription-only service promises steady cash streams.
08:55
At a moment when Tesla faces financial strain.
09:00
Got a couple of quid in the bank.
09:02
They're doing all right.
09:03
But there's lots of subsidies.
09:04
There's headwinds in China, and Europe is kind of falling out of love a little with Tesla.
09:10
Competition sharpens the mind, somewhat, hopefully, anyway.
09:15
And Rivian and Nvidia are pushing into self-driving territory
09:19
with cheaper, advanced driver assistance systems.
09:22
For Tesla, the change marks a turn from selling future promises
09:27
to monetizing what they've got to sell you for now.
09:31
With scope to add more price cuts if $99 is still too steep.
09:36
Evie Go has begun rolling out a nationwide fast-charging program
09:39
at selected Kroger family stores.
09:42
With the first site live in Salt Lake City, Utah,
09:45
each site will host up to 16 high-powered fast-charging stores
09:51
placed near retail and dining areas to catch buyers while they linger.
09:56
The move matters less for its novelty than for its scale.
09:59
Evie Go already runs over 4,600 fast-charging stalls across the United States.
10:05
It wants more than $15,000 by 2029.
10:08
A large slice of the growth will now sit in the car parks of Kroger-operated brands,
10:14
including Kroger, Foods Co., Fred Mayer, Fries Food Stores, Harris Teeter,
10:20
King Supers, and Smith's Food and Drug.
10:24
The technical offer aims to match real-world behavior.
10:28
The fast charges will be designed to sit out for maybe 15 or 20 minutes.
10:33
And so typical grocery trips happen in under an hour,
10:37
so that might not be what you're doing.
10:38
It leaves plenty of headroom for other activities.
10:42
Maybe you want to charge a little bit slower sometimes than dashing into a store,
10:48
but that's what they're going to be used for.
10:50
The build-out reaches well beyond early adopters.
10:52
New sites are planned in places like Arizona, Florida, Georgia, Texas, Washington,
10:57
and by tying charges to everyday activities,
11:00
popping into the shop for a quick bite to eat or a takeaway lunch or something.
11:04
The firm aims to normalize public fast charging as you're going about your business.
11:09
Now, let's talk about a sentiment towards EVs.
11:11
This is a great data point, and I love talking about this kind of stuff,
11:15
because Republican voters still dislike EVs, which is ridiculous.
11:20
It shouldn't be a political thing.
11:21
They just dislike them less.
11:23
A study by EVs for All America.
11:25
So this is Mike Murphy.
11:27
He ran Schwarzenegger's campaign for governor, and he's run Republican campaigns.
11:31
He is a Republican strategist and consultant, but an EV fan.
11:38
And like many of us, it's infuriated that EVs got politicized
11:42
and just wants to tell the story of how electric vehicles are better,
11:46
how you can disconnect yourself from having to go to gas stations,
11:51
you can charge a car yourself, you've got solar panels,
11:53
and does the technology is better and that we should kind of move on,
11:58
get with the times and use better technology.
12:01
So he has a couple of organizations.
12:05
One of them is called EVs for All America and did some studies
12:08
and found a fall in resistance over the last two years.
12:13
In 2023, 59% of Republicans said EVs were for people who see the world differently.
12:21
By November last year, that was now 49%.
12:25
The group reports a 20-point net improvement in Republican openness to buying an EV
12:32
in the last two years, and yet 48% of Republicans say they would never buy an EV.
12:37
The gap rests less on technology than on worldviews, on dogma,
12:43
and what the person in the White House tells you you have to think.
12:47
Some 68% of Republicans think climate change is overhyped,
12:52
a belief shared by only 7% of Democrats.
12:55
Climate-led pitches fell flat with conservative voters.
12:59
Economic arguments work better, which is my whole point,
13:02
and it's been my whole point for years, and I bought my first Renault Zoe,
13:05
and someone went, oh, buying an EV in 2016?
13:09
Saving the planet, are you? Saving the polar bears?
13:12
No, it's just we've always had automatic cars for my wife,
13:15
because she hated changing gear, and I always had manual cars,
13:19
and so for her, an EV made even more sense,
13:21
because it was just forwards and backwards, and a non-button, which she loved,
13:25
and so it was never about that, and it shouldn't be about that if you don't want it to be
13:31
about reducing your carbon footprint and emissions and things like that.
13:35
I very rarely talk about that kind of stuff, it's just part of the mix for me.
13:39
Messages about domestic manufacturing, job creation,
13:43
factories to build the cars and the batteries, are nearly all in Republican states.
13:48
Concerns over higher prices, public charging and long-term reliability, are valid concerns.
13:55
These are big purchases, it's not like a mobile phone, you're changing every year or two,
14:00
this is second only to the house that you live in,
14:03
the second biggest purchase you probably make in your life,
14:06
and so all valid concerns.
14:09
Let's reassure people, for those of us that have been driving EVs for a long time,
14:14
Tesla enjoys a 54% favourability amongst potential buyers,
14:19
but it's a long way behind the leaders, which a Toyota, 91% of Republicans love Toyota.
14:25
Elon Musk himself splits the market, 67% of Republicans still view him very positively.
14:32
So there's that little look at where.
14:34
Where sentiment is at the moment.
14:35
We'll take a break, we'll come back, we'll talk about Kia and Mazda,
14:38
and more on the podcast. Stick around, back in a moment.
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If you want to file free, this next one's for you.
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Up next, commercials.
17:27
Welcome back to the podcast.
17:29
Now, ZF Foxconn are going to start making the axles for BMWs in Debrecen in Hungary.
17:37
They're going to build the front and rear axles for BMW's no-air-classer models there,
17:40
like the new iX3 and the i3, the new three-series electric and more.
17:45
The site in eastern Hungary, Titan's BMW's local supply chain and Mark's Foxconn's
17:50
first really visible step into the EV production.
17:53
This factory follows Foxconn's move into cars in spring 2024,
17:57
when the Taiwanese contract manufacturer, better known for making iPhones,
18:01
bought half of ZF chassis modules for €500 million, and the boss of ZF said the deal
18:10
was a way to widen their markets and reach new customers as Foxconn wants to move into EV making.
18:18
Now, Kia could launch a baby EV below the Picanto or maybe around the same size
18:24
the little baby Picanto in 2030. Tensitively, it would be the EV1,
18:28
because they just launched the EV2, didn't they?
18:30
There's a special podcast in your feed about that vehicle,
18:33
as we look at the spec sheet of the EV2.
18:36
Whereas the EV1 is your cheap city car A-segment €15,000 price tag,
18:43
taking on Renault Twingo's and VW ID1's. And the push matters from Kia,
18:48
because they want serious growth in Europe and won't get it from crossovers alone.
18:53
The firm's president and CEO said the company is deep into research about these
18:57
A-segment cheap cars in Europe. And I think European
19:02
rule makers could do a lot more to encourage it, because I won't get into it now.
19:08
But if it's a small city car that's maybe going to do the occasional motorway trip,
19:14
all cars are having to now have these incredibly expensive safety sensor suites
19:22
added to them to get good safety ratings. And that's a good idea.
19:26
But if you're buying sensors for your small city car, they're the same sensors that often go in your
19:32
large family SUVs or performance cars that do have to still work at 150 miles an hour on the
19:38
auto barn and still have full functionality and full sensor suites and full ADAS and full safety
19:43
and all those kind of things. This is where I think Europe needs to copy the Japanese K-car model,
19:50
have a segment of cars limited either by weight, I like weight by the way, forces batteries to get
19:56
weight or size and maybe speed. Maybe limit them at 70 miles an hour. And then you don't need
20:03
all of the fancy pants, safety sensors and suites. They've just got to be a safe car.
20:09
But since 2019 or so, prices of small cars are so expensive for the car makers to make these
20:16
little city cars that never go above 40 miles an hour, you know, nine times out of 10. So I won't
20:25
maybe I should do a whole separate podcast about what I think about these small cars.
20:30
They are so important. They are so important. I think about it stupidly. But my son's seven.
20:38
And I think he's 10 years away from learning to drive. So it'll be a second or a third hand
20:42
small city car. So what comes out now or next couple of years could be a used EV that he
20:49
learns to drive in like it's that for me it's that personal and I think about it and
20:55
they just need to be cheap now. And we need to make car makers make money and make cheap cars.
21:01
And do they need to have all of these ultrasonics and sensors and all of the bells and whistles
21:09
that you'd want on a car that is perhaps going to do more motorway driving and I don't know,
21:13
all up for debate. Okay, that's that's that news. Let's get on to Mazda. The MX 30 in Europe is
21:21
being killed off. They've dropped it from the lineup. MX 30 was a cracking looking thing,
21:26
but a pretty terrible EV. I mean, I know people have got them and love them actually and they
21:30
they're very stylish. And as EV chops go didn't really have too many. The pure electric MX 30
21:36
has disappeared from the lineup a couple of years ago. Mazda confirmed that there's no direct
21:42
replacement Mazda only sold 678 MX 30s because they added a range extender to it little rotary
21:50
engine. And so yeah, that's you know, that's just over 500 cars of a vehicle that you've had to
21:57
develop an engine inside Mazda limited sales in America to California as a compliance car really
22:03
and now it's all gone. WLTP to 124 miles EPA to 100 miles. Yeah, it wasn't very sharp. But yeah,
22:11
Tesla hasn't dropped any ideas behind the MX 30. They've definitely learned from their early
22:18
adventures in electrification. Production of a new E rev has been paused. But that will start
22:26
again at Mazda. In the meantime, there is the CX 6E, which is the electric version of the CX 60
22:36
in China. So that's coming to Europe as well. And they're working on their first bespoke EV as well.
22:41
Now, BYD is going to put the C line five on UK roads, February 7th, starting at 29,995 pounds
22:49
plug in hybrid BYD C line five is the ninth model in the UK. And the fourth plug in hybrid
22:56
drivers can have a 13 or an 18 kilowatt hour pack, the big battery 53 miles of range, not the most.
23:02
But okay, I suppose trim levels are simple. There's the comfort spec, which is 29,995 big
23:12
touchscreen, Apple CarPlay, all that kind of stuff, rear view cameras, good spec design trim is three
23:17
grand more. And then you get some more toys like electric boot opening, front parking sensors,
23:23
360 camera, and some heated front seats as well. BYD sold 26,000 hybrids and electric vehicles in
23:33
Europe last month in December. That's more than triple the same month a year ago, the Chinese
23:37
group now sells in 18 European countries. The surge comes as Europe prepares to tax BYD more
23:44
heavily. 17% tariff on top of the existing 10% Brussels and Beijing are just working out a
23:51
new deal on price flaws and pricing and things like that. In the meantime, BYD is not hanging on
23:59
for the regulators to get their acting gear, which is why they're building factories on European
24:04
soil in Hungary and Turkey using local supply chains is not semi knockdown kits being just
24:11
reassembled and weighing a third plant in Spain as well. DAF trucks pushing its longest range
24:17
electric trucks into the battery age. The Dutch maker has unveiled their new electric XG and XG
24:22
Plus. These are long haul models with 525 kilowatt hour battery packs, DC charging at 325 kilowatts,
24:30
AC at 22. And it's a nice place to drive a truck, one pedal driving, lots of technology,
24:36
digital cockpit with all your energy use being tracked. DAF will offer these tractors as four
24:43
by two and six by two trucks with enlarged cabs, better aero than the old diesel versions. This
24:50
is really important because you won't get any vegetables in your supermarket if the trucks
24:56
don't deliver them. And driving trucks is not a very sexy job for young people coming out of
25:03
education. If we can make it a bit more high tech, a bit more electric and gadgety, it could be an
25:10
industry that attracts people because all of a sudden it's kind of brought bang up to date.
25:16
Right, let's finish off with Mark Carney, the Prime Minister of Canada in Beijing with a simple
25:23
brief. And that is to stop a tariff fight from choking trade between China and Canada. Canada
25:30
clearly has a lot more to lose than China. China is now Canada's second largest trading partner,
25:35
yet Canadian exports to China fell by 10% last year. There was a 100% Chinese tariff on Canadian
25:42
imports in retaliation for Canada following America. I wonder if they regret doing that now. So Canada
25:49
followed the US on 100% tariffs on Chinese EVs, effectively ruling them out. But then China hit
25:56
back. Now, Carney meeting with President Xi Jinping and other senior officials to work things out.
26:03
The trip matters beyond bilateral flows. Ottawa has paused its EV availability standard for 2026,
26:09
rethinking how to push EV adoption in Canada. At the same time, Chinese car makers are expanding
26:15
into North America. They're building in Brazil and they're building in Mexico. Washington adds a
26:21
complication. Carney has improved ties with the US compared with his predecessor. But tariffs on
26:27
Canadian steel, aluminium and vehicles remain in place. The American review of the US MCA,
26:34
United States, Mexico, Canada agreement is in doubt. Changes in tariffs already raising duties and
26:41
Carney's talks in China will not by themselves tear down all the tariffs and fix the frictions.
26:48
But we'll see what he comes back with. If it's halved, if it's lowered, if the tariffs go completely,
26:54
Canada would be a fascinating market for the Chinese like we are here. So we didn't follow the EU
27:01
on tariffs. And now we've got loads of choice. Wonder if in a year's time, Canadian listeners
27:09
to this podcast will be having access to a lot of the cars that I get access to. It'll be interesting
27:14
to see what deal is done. That's your podcast for today. Thanks to our premium partners,
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national car charging on the US mainland and the low hard charge in Hawaii and test EV,
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Avalos trusted partner for independent EV health testing in Australia and New Zealand. Have a
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good and soon or remember there's no such thing as a self charging hybrid. Let's do the 60 second
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savings challenge. Step one, download rocket money. Step two, link your accounts and see every
27:43
subscription you're paying for. Tap one you don't use and cancel it. That's money back every month.
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Step three, create a financial goal. $50 every paycheck or let the app automatically move small
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amounts of cash when you can afford it. In a week, you'll forget you set it up. In a month,
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you'll see real dollars piling up. In a year, you'll be shocked at how much money you've saved.
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Bonus challenge, upload an internet or phone bill and let rocket money try to lower it. You only pay
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if they find you savings. On average, rocket money members can save up to $740 a year when
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using all the app's premium features. Users love the app with over 186,000 five star ratings.
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Make saving money the resolution you actually keep. Start the 60 second savings challenge
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at rocketmoney.com slash cancel. That's rocketmoney.com slash cancel. Rocketmoney.com slash cancel.
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It's tax time y'all. If you want to file free, this next one's for you.
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Love that jam. Up next, commercials.
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Fall is all about cozy comforts, but when you're prioritizing your health,
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it's easy to feel like you're missing out. With Hero Bread, you can enjoy all your fall favorites
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because they're made with hero bread sliced bread loaves, tortillas, bagels, dinner rolls,
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and more. Try their all new hero noodles with 12 grams of protein and just 80 calories.
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You won't believe Hero Bread's options have zero to five grams net carbs and are high fiber
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from the taste and texture. They've even got small batch drops of indulgent favorites like the
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popular hero croissant. And right now Hero Bread is offering 10% off your order. Go to hero.co and
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use code FALL25 at checkout. That's FALL25 at H-E-R-O dot C-O. All figures are per serving of
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Hero Bread. Contains two to 18 grams of fat per serving. See the product nutrition panels on hero
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dot co for more information.
