00:00
Welcome back to the podcast, Hyundai's first China EV, Honda's first full-size electric
00:05
bike and Citroen say stop driving, I'll tell you more, plus stay tuned later in the
00:10
show, I'll tell you which Chinese automaker saw its EVs literally crash and burn, no one
00:16
was hurt, no EV news China today, it's the weekend and join me today, later on for a
00:22
bonus show, it's the second part of what I've called Dieselgate 10, from Lies to Lithium,
00:28
it's the 10th anniversary of Dieselgate this week and if you're looking for a start date
00:33
of Dieselgate, it was probably when the EPA quietly issued a document which started the whole
00:39
thing, how the discovery of emissions cheating hastened the move to electric vehicles, on the
00:44
second part of the podcast, on the Patreon feed, we get into where that led us today in the world
00:51
of electric vehicles, live tonight for patrons, all Patreon exclusives go into the free feed
00:55
after seven days, if you want to support the podcast and get something extra, well you get
01:00
all of our bonus content seven days exclusively first, I think that's better than being you know
01:04
maybe a month lockdown or even never even making its way to the free feed and of course if you
01:09
don't want to support the show financially, well you could listen to the ads, you could do that
01:14
and that helps me enormously and also you can just wait seven days and you get the shows for free,
01:20
Hyundai Motor is trying to recover in China after its market share, fell into the 1% range
01:27
because of competition from Chinese EV makers, the company's introducing its first China-only EV
01:32
called the Elec CEO, Jose Munoz the president said at the CEO investor day, we have struggled in
01:39
recent years but in China it's a land of opportunity and we have established a stronger strategy for
01:45
the Chinese market, he added that with sufficient courage and determination we will leverage local
01:50
technology, expense and partners and we will also launch products tailors to the local market,
01:56
after launching the Palisade hybrid last month, Hyundai will begin the Elec CEO, pre-orders as
02:02
early as this month, the Elec CEO or the Elec SEO, if you work in that industry, it spills in China
02:09
and it's now accepting reservations, Hyundai plans to roll out six only
02:13
China EV exclusive models by 2027, the Elec SEO is positioned as the initial model,
02:21
local reports say that the final pricing could be from 14,000 up to 21,000 US dollars equivalent,
02:29
they sold 15,000 vehicles, Hyundai did in China in August, so 15% up on the same month a year ago
02:36
in June, also those sales were up, cumulative sales from January through August, however
02:44
are not looking very strong which is why they are launching something that is entirely different
02:49
from everything else that Hyundai are doing with their Ioniq cars, now Honda will introduce its
02:56
first full electric electric motorcycle in Europe, it's called the WN7, delivery start November,
03:02
UK pricing 12999, reservations open now, WN7, Honda's first fixed battery electric motorcycle,
03:12
evolving from the fun concept we'd previously seen, the production bike offers a range of
03:16
more than 80 miles or 130 kilometers, DC fast charging 2280 in less than 30 minutes says Honda,
03:23
AC charging of course accepted as well, two power options to match licensed categories,
03:29
the battery sizes as well, 18 kilowatt hour version would suit the A2 licensed holders,
03:35
an 11 kilowatt hour version for A1 licensed holders, maximum output for the big battery spec
03:39
is 50 kilowatts, that's just under 70 horsepower if you are used to riding combustion bikes,
03:45
the WN7 top speed of over 68 miles an hour, 110 kph, model name WN7 is derived from the concept
03:52
and the type, W from concept which stands for wind, N for naked, 7 for the output class,
04:01
so alright, alright Honda, I love Honda because they do weird stuff sometimes whether that is the
04:07
vehicle design or just because it's like they're just quirky, so the WN7 is wind naked 7, fair
04:15
enough, standard features include a 5 inch TFT display with connectivity to the Honda
04:20
road sync smartphone app, LED lighting with the DRLs and a curb weight of 217 kilograms,
04:27
Stellantis is next by the way, this is kind of urgent if you drive one or know somebody that
04:31
drives one, their electric cars, the EC3 and EC3 Aircross, they have given a stop drive order,
04:38
this isn't a stop sale or a recall, this is a stop drive order immediately, potential break
04:45
failure, the Vauxhall frontera electric also affected but customer deliveries seem to have been
04:54
stopped and that problem seems to have been sorted out so perhaps it's more of a recent issue,
04:58
Stellantis said the problem involves the pedal box and the pedal box assembly and
05:03
not meeting their specification, that's serious, if this were to happen it says the
05:09
automatic emergency braking and the electronic parking brake would remain fully operational
05:16
even if you put your foot on the brake and it doesn't work I'm guessing, the company has
05:20
issued a stop drive now and all owners will be contacted or you should contact your dealer
05:26
at your earliest convenience, you'll be provided a replacement car while your vehicle is inspected,
05:31
for frontera owners they'll be contacted and impacted cars rectified prior to delivery so
05:37
maybe that's a more recent thing for fronteras that have not been delivered, all of the implicated
05:42
models use the Stellantis smart car platform, Fiat confirmed that the related Fiat Grande
05:47
Panda and Grande Panda electric not effective, Volkswagen and Rivian software could be getting
05:54
bumpy, look just a warning this is a single source report, it is manager magazine in Germany,
06:01
so the source is named but it's not a as far as I know from coming from duty from sources,
06:07
I mean I do try and maintain modest journalistic integrity on this podcast, I try and so be
06:15
aware German outlet says that the Volkswagen and Rivian are not playing nicely together and the
06:21
Rivian is having problems with the partnership with Rivian, the model is meant to use the Rivian
06:26
software already being delayed, Audi's SUV the Q8 e-tron and the electric A4, the next versions
06:32
are those reportedly delayed by one year moving to mid 2028, Porsche's electric
06:39
Giga SUV K1, okay scheduled for 2027 is being postponed indefinitely, right, Volkswagen and
06:49
Rivian form their joint venture, both companies plan to use the joint venture software for future
06:55
models either based on Rivian's zonal electronic architecture or an enhanced version developed
07:01
by the joint venture, it had co CEOs, one of them was the previous CTO of Rivian and still is,
07:07
we're seeing Ben Said and also I forget the equivalent, the co CEO that came from from
07:13
Volkswagen, co CEOs can work sometimes as well, too many chefs if you know what I mean,
07:20
manager magazine reports the issue stems from Volkswagen though reintroducing more internal
07:27
combustion across the group than had previously been planned on, Rivian software wasn't designed
07:33
for combustion, okay I understand now, so you know liters of fuel consumed per minute,
07:40
you know things like that, I understand, the US company reportedly has little interest as well
07:45
in rewriting all their software to start working with combustion engines, the report says that
07:50
interim solutions will be needed, Cariad, the famed software bit of Volkswagen that
07:55
some people still say is what cost the previous Volkswagen CEO, his job was the failure of Cariad,
08:04
the enormous amount of money that went into that and the relative slow output of it,
08:11
this triggers a new multi-billion euro delay across the group in some cases by several years,
08:17
the dispute over how much the software can be modified is underway, says manager magazine,
08:21
Audi and Porsche reportedly seek extensive customization of Rivian software, Rivian wants
08:26
some simple implementations, I see this both ways, I see the VW need to carry on making money
08:31
because the cash cow is combustion, that's funding the move to EV, it's keeping the ship
08:39
right way up while they do this really difficult transition between it being pure combustion
08:44
company and a pure electric company and the bit in between they're making money from combustion,
08:49
so I get it the VW want to have irons in the fire, also I get it that Rivian has fought the
08:55
hard fight for 10 years, I mean if you don't know the history of Rivian been around a long time,
09:00
finally they are flying now with amazing vehicles, this huge new deal with Volkswagen
09:06
and I kind of get it that they're all in on EV and if at some point VW have to say
09:12
well we need some more combustion cars to keep a few more euros flowing in the front door,
09:18
understand why Rivian would be like well this is not what we signed up for, we're an EV company,
09:22
we write EV software, why would we go back, also it seems against the ethos of what Rivian's all
09:28
about, so wow I wonder if Volkswagen's own software division Cariad who I imagine a few
09:35
people at Cariad their nose would have been a little bit out of join, I mean that Volkswagen
09:39
said look Cariad's not going anywhere, can't do it's too big and when the Rivian deal came around
09:44
that might feel maybe a little bit vindicated of saying right well here we are now we know how
09:50
to do combustion software, fascinating single source report on that so or single source on
09:56
that report I should say so maybe take the pinch assault or not, Nissan is pausing production
10:01
of the model year 2026 Aria for the United States and reallocating resources to support the launch
10:10
of the LEAF which will have the lowest starting MSRP of any new EV on sale at least until the
10:15
bolt arrives because we don't have an MSRP on that new bolt of course, until then the Aria
10:21
is on sale but only through existing inventory Nissan will continue to support Aria customers with
10:28
service parts and warranty coverage, the decision was a result of the market environment and also
10:35
the 15% import tariff the Aria is made in Japan and so no longer eligible for federal tax credits
10:41
and more expensive to sell so shifting resources to the LEAF which does look really good now let's
10:48
talk Scania also China tariffs and a new head of America's regulator who's previously gone head to
10:58
with Tesla I'll tell you all the details soon stick around
11:04
welcome back to the podcast now Scania is bringing in a plug-in hybrid powertrain for buses with
11:10
their Scania super unit previously offered on the trucks it's a 13 liter combustion engine
11:17
with various power outputs but also with a plug-in hybrid powertrain with a six speed
11:21
power shift transmission and for electric modes either pure electric or hybrid or charge mode
11:28
and with an electric range of 50 miles or 80 kilometers on these buses it would then switch
11:33
into plug-in hybrid mode or pure bev mode if you like when it enters zero emission zones within
11:39
city centers and then when it leaves them maybe to either go back to the depot or just further
11:43
out into more uh suburban areas then it would go back to being able to be a plug-in hybrid
11:49
China is urging the European Union to drop EV tariffs surprise surprise Beijing just told
11:55
Brussels to stop weaponizing tariffs which is surprising because the all of the public talk
12:00
has all been very friendly and we're working to it towards a solution together and now this
12:05
seems a little bit spiky again Beijing saying it wants Brussels to provide a level playing
12:11
field for Chinese EV makers China's Ministry of Commerce said that while also saying it welcomes
12:15
European automakers into China the China's EV industry has been a driving force behind the
12:21
transformation of the automotive sector and that the EU has groundlessly labeled Chinese
12:28
automakers as subsidized now as you know i'm a really big fan of the chinese cars i'm even doing a
12:36
spinoff podcast called EV news china because i'm so fascinated by what's happened over the last
12:41
well since china in 2005 all their abouts said this is part of our economic plan part of china
12:48
2025 and they've spent 20 years making it happen like i'm fully behind a country that's that behind
12:54
EVs there's issues around how the vehicles are made and labor and i'm not immune to those arguments
13:02
however however as much as i like the cars coming out of china i find it hard to get on board
13:08
with china saying that they're upset that the EU has labeled Chinese car makers as
13:13
subsidized i mean that has been publicly china's plan is to create an industry that is highly
13:21
subsidized at national level through central government at local and regional and provincial
13:26
level at every with cheap money cheap loans with chinese companies being you know strongly suggested
13:34
that they should buy local brands i mean there's lots of levers to pull in china and pulled all of
13:40
them and so that's a fascinating one um obviously there's something happening in the background
13:46
and they have kind of come above the parapet a little bit and firing some shots european
13:52
manufacturers now have every capability to not just adapt to market competition but to be
13:57
part and parcel of the industry said china beijing repeated that it welcomes EVs from european
14:02
companies that it wants to collaborate in the sector earlier this year brussels raised tariffs
14:08
on chinese cars to as much as 45.3 percent i was actually at the end of last year because that was
14:14
some additional tariffs on top of the existing 10 percent import duty so yeah i mean okay fine
14:21
now the u.s senate has confirmed the new boss for their regulator there the national highway
14:26
traffic safety administration so in a very very tight vote by the way the senate did confirm
14:32
jonathan morrison and morrison is a former apple lawyer he was also the n h tsa chief council
14:39
during the first term of the president and the n h tsa oversees things like safety investigations
14:47
they're currently opening an official investigation or did this week gone into model wise because the
14:53
door handles don't work if the 12 volt goes so they've had cases of people putting their baby in
14:58
the back of cars shut the door there is a an issue with the 12 volt or low voltage volt system because
15:03
tesla's low voltage system is higher than 12 but um either a voltage sag or an issue door handles
15:09
don't work no problem if it's adult in the car because you can just pull the mechanical emergency
15:15
release but you can't get in the car any other way and so people have been smashing windows to get
15:22
their babies out n h a n h tsa takes it very seriously and tesla responded exceptionally
15:29
quickly this week sometimes they go you know real head to head they just butt heads with regulators
15:35
this week it wasn't a CEO comment but sometimes the chief designer speaks i mean france von
15:52
electric and mechanical stuff is in the right place and so we will very quickly re-engineer
15:58
the hand the door handles that it can be when you pull the handle either an electronic release or
16:03
a mechanical that could just need to be on one door doesn't it if you ask me or either the door
16:07
or the boot or something or you know the tailgate or something that is a mechanical release from the
16:12
outside a bit like all keys if you take the key apart you know you're you know you're an electronic
16:18
key fob when you take them apart in there is a physical key to get in your car and it's
16:23
sometimes it's just one door on the entire car you lever off a little bit of plastic somewhere
16:27
and you can get in in an emergency it just needs to be that i think tesla would like to head it off
16:32
at the pass rather than being told you have to recall 174 000 to model wise and put new door
16:39
handles in and so the new head of the agency has actually butted heads with tesla before
16:47
they've also been investigating or are investigating the full self-driving technology
16:54
after reported collisions and fatal crashes as well i gather although not in this the the
17:01
source that i was picking from here but from talking to people in the industry i gather
17:04
that that was part of when mr musk was close to the administration um you know obviously there
17:11
was the fallout there but um he was less keen on the uh his name is jonathan morrison being
17:17
appointed uh to that role but again i don't know how true that is but certainly the story itself
17:22
i just gave you is true now the new jersey department of environmental protection the njdp
17:27
announcing 20 million dollars in grant funding to support electric school buses and public
17:32
charging stations eligible applicants include school districts that own their own buses
17:36
and school bus contractors funding levels are up to 350 000 per school bus and charging station
17:42
for products for projects serving overburdened districts panasonic confirmed it will deliver
17:47
sample solid state batteries in the year to march 2027 this is initially for industrial
17:53
robots and equipment made for high temperatures panasonic's cto saying that after that the
17:59
focus moves to electric vehicles to commercialize the technology and mass production of solid
18:05
state batteries will be a key milestone that could in some cases um enable things like lower
18:10
cost evs longer range evs and lighter weight uh batteries in evs which could have a disproportionately
18:17
positive effect on small car on small evs so in terms of small evs that have a you know small
18:24
chassis small footprint small area to physically put a battery if you are maximizing the energy
18:30
density in there and solid state could provide that it gives you the option of having a really
18:34
long range small car now you can argue do urban cars need to do 500 miles but some people say
18:42
that that would be the final range anxiety barrier if you like um for some smaller cars
18:48
and of course on larger cars you're then unlocking just ridiculous you know 600 mile
18:54
thousand kilometer ranges uh with some very reasonably small battery packs now tesla's
19:00
new software update 2025.32 is updating summons standby after listening to feedback from owners
19:07
about battery drain it now turns off automatically during low use times the update adds rules which
19:13
switch off summons standby in off peak hours and after extended parking sessions as well to make
19:18
your phantom drain disappear and finally two flying cars in china came a little bit too close
19:25
to each other we're all you know we're being told that you know one of the future industries could
19:29
be evtol electric vertical takeoff and landing so evs take to the skies uh particularly useful
19:36
to begin with probably for high net worth clients who want to get in built up urban areas from one
19:42
place to another and uh or or just to get to the airport where your private jet can then take you
19:48
halfway around the world and so with electric power lifting off vertically flying fast in a
19:54
direction and then landing um two flying cars from xpong reportedly collided in flight whilst
20:01
during rehearsals for a new air show in china the vehicles of their evtols a startup from them from
20:08
2020 after the midair contact one of them caught fire on landing the other touchdown safely nobody
20:14
was hurt by the way but video showed black smoke rising from one of the evtols the accident could
20:20
affect the plans the unit had been preparing to begin deliveries of their first conventional
20:25
electric vehicle that was sold with an evtol module the land aircraft carrier kind of a bonkers idea
20:33
china's been promoting development of low altitude evtols questions persist about the safety and
20:39
reliability this won't help the argument and that's your podcast for today thanks to our premium
20:44
partners pausher of the village in sincernati howdy of sincernati east and volvo cars also of
20:50
sincernati east national car charging on the us mainland and the loha charge in hawai and octopus
20:56
electroverse global public charging made simple with one app and one map have a good and sit
21:01
and remember there's no such thing as a self-charging hybrid