DAILY : Leapmotor Spanish Production, SK On Solid State Plant & Rivian Breaks Ground In Georgia | 17 Sep 2025

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Welcome back to the podcast.

LeapMoto will build its cars in Spain.

SKON opens a solid-state battery pilot plant

and Rivian breaks ground in Georgia.

And stay tuned.

Later in the show, I'll tell you which

electric vehicle's initial production was cut by more than half

thanks to batteries.

On today's edition of EV News China,

we're talking about the Audi E5 Sportback.

Crazy massive screen in that thing.

The Voyager Dream MPV big launch

and BYD's SEAL07 is improved in every way and gets cheaper.

Join me tonight on our new show

called The Tech Sheet, where we answer the question,

years after the launch of the Cybertruck,

why is nobody else following the 48-volt architecture?

Why do EVs still have the ancient 12-volt battery?

Last night was part one.

It was a 4,000-word script I wrote.

So 20 minutes last night, 20 minutes tonight.

Nobody needs almost an hour of kind of documentary style

reporting on the 12-volt battery in EVs.

And yes, they go wrong.

And when they go wrong, it breaks your car.

So join me tonight for Patreons.

Patreon exclusives go into the feed there

for anyone who is at the five pounds or five dollars a month

or higher level.

And all of the bonus shows that I make

all end up in the free feed after seven days.

So you don't miss any content.

I'm not about paywalls.

I just want to give the patrons something exclusive,

one of the many member benefits.

All right, let's talk about Leap Motor,

owned by Stellantis.

Well, $51.49 owned by Stellantis.

Leap Motor International will make their vehicles in Spain.

The Spanish factories will assemble vehicles

according to CEO Antonio Velosa saying,

and I quote,

we have recently announced an industrial partnership

to give Leap Motor capacity at one of our Spanish plants

to build their cars on their platform.

That will start very soon.

End quote.

The move could let Leap Motor

avoid the European Union tariffs

on Chinese full electric vehicles.

The brand currently pays 20.7% tariffs

on top of the EU's blanket 10% import duty.

Velosa did not say which factory would be used

or which models will be built there.

An earlier report citing China's embassy in Spain

said that Stellantis and Leap Motor

would invest 200 million euros in a Spanish factory.

That the B10, that's the SUV,

somewhat a compact SUV,

was the likely model with production starting next year.

Stellantis took a 20% stake

in the overall Leap Motor business

in 2023, a 1.5 billion euro investment

that two years later looks a pretty smart investment.

It bought a 51% share in Leap Motor International.

That's where they sell, service and develop

Leap Motor's cars overseas outside of China.

Reports have focused on Zaragoza as the site

where Chinese battery maker CATL

announced a joint venture with Stellantis

to build LFP packs at a new factory.

The two companies investing 4.1 billion euros

on a joint venture there

with production starting by the end of 2026.

Solid-state batteries are all the rage

and they will change the cars that you and I drive

in years to come.

Still not ready for prime time,

well, semi-solid state might be,

but SKON has now completed their pilot facility

for proper solid-state batteries

at their research center in South Korea.

The company plans to commercialize

sulfide-based batteries by 2029,

one year earlier than originally planned.

SKON is developing two solid-state formats,

a polymer-oxide composite variant

and a sulfide-based version.

No one knows what the final solid-state batteries

will be like when they're fully commercialized

and on the roads and in the cars that you and I drive.

We do know that they will be more efficient,

enable longer range, much lighter weights,

be more stable and charge faster.

The polymer oxide-based is looking

at a commercialization perhaps in 2028

and the sulfide-based type a year later.

The South Korean plant will mainly focus

on the sulfide cells.

Some production lines are configured

for batteries with lithium metal anodes.

The plant was built alongside solid power.

Early last year, SK acquired licenses

from the US business, Solid Power,

to use their cell technology for R&B

and to make prototypes.

The facility will produce the prototype cells

to generate quality and performance data

ahead of mass production.

SKON's energy density targets are 800 watt-hours per litre

in the short term

and 1,000 watt-hours per litre in the long term.

Solid Power says that cells using a silicon anode

and a solid electrolyte can reach

a gravimetric energy density

of 390 watt-hours per kilogram

using the lithium metal anode

whilst retaining the NCM cathode

increases that to 440 watt-hours per kilogram.

Now let's talk about Rivian Breaking Ground in Georgia.

The on-again-off-again project,

Rivian Automotive Leaders said they are now confident

as the company began work

on its new $5 billion facility in Georgia.

The company broke ground yesterday east of Atlanta.

Despite the current incumbent of the White House,

not only pulling back on the things like the EV tax credits,

but also just the overall vibe in the U.S.

towards clean green travel, electricity generation.

Rivian Chief Policy Officer, Alan Hoffman said,

and I quote,

we did not build this company based upon federal tax incentives.

We're going to prove that we're going to be successful in the future.

End quote.

Yeah, I mean, look, Rivian's been around forever,

a really long time, much longer

than political cycles last.

Rivian's been through some hard yards,

and they're still doing them, by the way,

like every day at a startup must be, you know, must be hell,

but also enormously rewarding

because they're working on the R2.

That's the new SUV.

Now the Illinois plant will begin making it next year.

They say they're on target.

They say the pricing should still be around $45,000.

This is going to be huge.

An expanded Illinois plant will assemble 215,000 vehicles yearly.

If the R2 sells well and if Rivian produces the R3,

then they'll need capacity.

So they're looking at the long game here.

They will sell the R2, R3 onwards in Europe,

whether it's right-hand drive, I don't know,

but that'll certainly Europe will be a market

and maybe they'll have to look at an overseas market

as perhaps the U.S. becomes a little less friendly

to companies like Rivian.

I hope not.

I hope that there's nothing wrong with not having incentives.

I know that there's obviously two weeks to go.

Go and get the deals done.

If you were going to buy an EV or a used EV,

four grand off under 25K, this price.

And so that is clearly not a positive thing to lose that.

But trust me, we got rid of ours years ago

and then we became the number one EV market in all of Europe.

And so it's so complex, so nuanced.

It's not just about giving money off the vehicles.

Some argue that it benefits the car makers as well.

And it's a really difficult topic.

It's not simple.

Like everything on the internet has to be boiled down to simple.

Like tax credits, good.

No tax credits, bad.

Trump, bad man.

But it's not that simple, right?

So we haven't had any incentives,

used to get money off the charges and all sorts.

We've got some commercial things in place.

And it's worth thinking about how the U.S.

can thrive in an EV world.

And I'm so optimistic for the U.S.

I think when the U.S. decides to catch up, no doubt

the U.S. is a little bit behind.

There's a little bit of momentum being lost, China and Europe.

When the U.S. decides it wants to catch up on EVs

and cars like the Rivian R2, enormously compelling.

It'll be less about, oh, you're driving an EV,

just driving a great vehicle.

Oh, it happens to have a battery, but that's okay.

I think when the U.S. wants to catch up

and wants to do everything, the wind is behind it.

So I'm really optimistic about the EV market in the U.S.

You'll hear commentators who are saying,

look, in two weeks' time, the tax credits go.

October 1st is going to be a disaster.

It'll slow down.

Don't get me wrong.

There's going to be fewer people walking through

the door of the dealership on the 1st of October

as the day before.

But that, it's short-term.

Like, this is going to be a bump we write out in the U.S.

So the North American director of also research firm,

SBD, who's Alex Oiler, said,

we saw with Tesla that the key to profitability

is scale, and if you can't scale,

your cheapest vehicle is 70K.

So they need that plant online to achieve scale of R2 and R3.

He said, yep, completely agree.

And when Rivian does scale and bring those vehicle prices,

down could well be unstoppable.

Renault 4 is next in the news.

Man, I love this vehicle.

And the Renault 4, though, is now available as a cargo van.

We've seen this so many times over the years.

Small vehicles taking out the rear seats,

put a plastic load tray in.

Maybe, maybe like a bulkhead in there

so that things can't fly forward.

Sometimes not.

The conversion gives a load volume of over 1,000 litres.

That's 37 cubic feet and a maximum payload of 345 kilograms.

If you need to carry stuff as a company vehicle,

but don't need a van, these little mini vans,

these car conversions to vans are so cool.

This one does have a mesh bulkhead as an option, though.

Depending on market specification,

you can fit it with controls

to prevent the rear doors and windows from even opening.

An anti-slip mat for the load bay,

privacy cover for the load bay in France.

They're going to start at 29,000 euros.

That excludes France's VAT.

And the price applies to the powertrain,

not offered in the UK, actually.

The four seats, four model.

So 118 horsepower front mounted motor,

40 kilowatt hour battery pack,

191 miles WLTP range on that,

charging at 80 kilowatt peak charging rate.

Again, these vehicles might well just be charged once a day,

and that would be overnight.

You can get a 52 kilowatt hour pack,

254 miles or over 400 kilometres of range on that.

Over 100 kilowatt peak charging rate on that pack,

the bigger pack as well.

The conversion is done in-house by Renault.

It's not a third-party thing.

The plants in France, I think it's Mabouche plant,

where the Renault four is actually produced.

Really cool.

I love stuff like this.

And the Renault five, I think, has got all the attention

because the Renault five is the cheaper one.

And the Renault four is the vehicle,

but perhaps because it was, you know,

again, channeling the heritage of the Renault four,

maybe, and it is a little more expensive,

hasn't always got all of the attention.

But, oh, man, I love the styling on this,

particularly the one that has the canvas roof

that folds all the way back.

You do a fixed roof on this with roof bars

and a Renault four with a canvas roof

that completely goes back.

Huge, effectively, sunroof on this.

And, man, it's such a stylish video,

stylish, cool car.

The video I saw when they launched it had the,

I hope it still looks as cool in real life.

Is that kind of rear quarter lights behind the rear seats

to let more air and sort of just light into the cabin

to feel more airy?

The four.

OK, I need to talk about the four more, don't I?

Because we always talk about the five.

The four is super cool.

Let's move on.

Geely will provide a free charger in the UK

with the new EX5.

Yesterday's podcast, if you missed it,

I said that Geely is coming to the UK

as of on sale to the UK yesterday.

Orders opened for the new EX5.

They are also a bit of additional information,

giving away a home charger with every purchase of the Galaxy,

sorry, the Geely EX5, which under the Geely name,

you know, because Geely have Volvo, Polestar, etc., etc.,

Lotus and more, it's the Geely name that's coming to the UK.

So get your EX5 before the end of October,

23rd of October, actually,

and you get a seven kilowatt single phase,

Anderson charger.

They are the ones that look really, really cool, by the way.

And it includes nationwide installation

by Anderson-trained technicians as well.

That's not cheap to put a charger in at home, by the way.

So it's a nice little bonus.

The engineer and designer in Bedfordshire,

and it features a hidden tethered charging cable,

which is pretty unique, 5.5 meters or 18-foot cable.

Tied away, we're not in use.

Cast aluminium face here, I think on that one,

or at least you get different appearances on the Anderson's.

Last time I saw, I know they've been through some difficulties

and hopefully come out the other side

of that 70-year warranty on it, really cool technology.

Now, GAC, one of China's top five automakers,

just had their SUV, the ION-V, or AION.

Never sure how I meant to say it.

I hear people call it different things.

Approved in Australia, the ION, or AION-V,

is expected to start under $45,000, that's $30,000 US.

Detailed specs and final pricing announced closer to the launch.

The approval paperwork shows it entering as a single model variant.

It's 4.6 meters long and uses a 150 kilowatt electric motor

with a 75 kilowatts lithium ion phosphate pack in this one.

Claimed range of 375 miles or 600 kilometers or so.

The battery supports charging at 180 kilowatts peak.

16 minutes they give, and I hate the way

the Chinese are starting to give 30 to 80.

I'm seeing it more and more.

Stop it, stop it.

Come on, let's take a look at yourselves.

30 to 80, no one wants that.

The industry should talk 10 to 80 percent charge times.

Otherwise, we know you're fudging it.

30 to 80 in 16 minutes?

Yeah, okay.

But on a long road trip, who's pilling in at 30?

You're going to go past those charges

and go to the next ones to get to 10 percent.

Low state of charge.

You ride that wave of the nice fast charging speed.

This thing gives a peak charger at 180 kilowatts in their spec sheet.

It might not even charge at that at 30 percent.

So don't give us a 30 to 80.

Anyway, rant over.

Wasn't really a rant, was it?

All right, we'll stay in Australia for one final story.

A video posted on X, and this is interesting.

A video posted on X appeared to show a Tesla

driving itself through Melbourne's Central Business District

with the driver's hands off the steering wheel

and the car performing a hook turn.

The post claimed that the vehicle

had managed one of Melbourne's most tricky hook turns

and it did it all autonomously.

Fantastic. However, under Victorian law,

anyone trialing automated vehicles need to apply for a permit

to ensure that things are done safely, right?

These are big, heavy vehicles.

Any vehicle on public roads.

The Victorian government has said

that the Department of Transport and Planning

did not approve any testing of autonomous vehicles in Melbourne CBD.

And they are engaging with Tesla on the video that's being posted.

FSD is part of Tesla's push for so-called autonomy in the future.

The Tesla website says,

when enabled, your vehicle will drive you almost anywhere

with your active supervision requiring minimal intervention.

FSD is available in the US, Canada,

versions of it in China, Mexico and Puerto Rico.

According to Tesla's X account,

is coming soon to Australia and New Zealand.

I'm sure this will just be a bump in the road,

but regulators will want to know why they were testing it.

If indeed it was being done as the video says.

Look, AI can generate a lot of stuff now as well.

So how do we even know what's real?

We'll take a break, we'll come back,

we'll talk some more Tesla

and a probe into the Model Y plus Suzuki's Vitara E.

Stick around, back in a moment.

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Okay, welcome back to the podcast.

We're still talking Tesla today.

A couple more stories.

They've updated their warranty terms for new vehicles

for the 2026 model year onwards.

I know they didn't do model years,

but they sort of do, don't they?

United States and Canadian vehicles.

The paperwork now shows that there is a new,

and I'll say what it is,

high-priced propulsion-related parts warranty.

What is a high-priced propulsion-related parts warranty?

Well, it's an additional bit of coverage

on specific bits of the drivetrain and related components.

An additional seven years or 70,000 miles.

Now, this applies to the S3X and Y,

excluding Cybertruck by the look of it.

This seven-year coverage is separate

from the high-voltage battery coverage

and the drive unit coverage,

which get their own eight-year warranties.

It extends protection for many costly parts

beyond the basic vehicle warranty.

So the PCS power conversion system,

the inlet and outlet assembly hoses,

high-voltage fast-charge contactors assembly,

the high-voltage system controller,

the front and rear half shafts,

and what they say is the super-manifold assembly.

The inclusion of this new warranty covering the PCS,

the power conversion system, is notable.

The PCS is what looks after...

Oh, well, one of the things is it enables

slow-charging, level one, level two,

and can be one of the components more likely to fail

if there's an electrical issue,

now covered under warranty, good move, Tesla.

That's a brilliant bit of good news.

Now, the US NHTSA,

National Highway Traffic Safety Administration,

said yesterday on Tuesday,

it's now formally opened an investigation

covering 174,000 Tesla model-wise

after reports that the electronic door handle stopped working.

It said it received reports

that the exterior doors couldn't be opened,

cases where parents had stepped out to remove

or place a child into the rear seat before starting a trip.

NHTSA called this a preliminary investigation,

the first step before it seeks a full recall

if it finds that these model-wise

pose an unreasonable risk to safety.

The agency said it has nine reports so far

of parents who had put their children inside the vehicle.

The parents could not reopen the door

or regain access to the vehicle.

In four of the cases,

the parents were forced to break a window

to save their children.

The agency noting Tesla vehicles have a manual door release inside.

Children and babies obviously can't do that.

NHTSA said in its initial review

that the condition appears to occur

when the electronic door locks

receive a lower voltage from the vehicle.

Repair invoices have been reporting

replacement of the vehicle's low voltage battery

after the incident occurs.

So in these cases,

the owner said they weren't notified

on the dash of a low voltage battery

and it all ties into what I'm talking about

on the bonus shows that I'm making this week.

Last night was bonus show part one.

Why do EVs still have a 12 volt or 16?

It varies.

Low voltage battery system.

This technology has been common

since the 1950s,

before that it was six volt systems,

and why isn't everyone copying the Cybertruck,

which is a 48 volt system?

Well 42 volts was tried back in the 1990s

by a consortium of companies

and that failed.

So last night was part one,

looking kind of backwards, historical context.

Tonight part two we look forward to

how did the low voltage systems on our EVs,

why have we got them

and where will it go in the future?

I would invite you,

if you're one of my patrons,

to have a listen to that

and if you're listening to the free feed,

give it seven days,

they automatically tick over

from being lockdown for the Patreon exclusives

to being on the ad supported free.

Now Suzuki said its first battery electric vehicle

will go on sale in Japan in January

as it seeks a foothold in the EV market.

It's the Evitara SUV,

made in India for export to 100 countries,

starts at 27,000 US dollars equivalent,

3.9 million yen.

It'll do 267 miles

or 430 kilometers on a charge.

First revealed in November last year,

pre-orders I think are underway here.

I'm not sure deliveries have begun.

Have they?

Gosh, Evitara might be a gap in my knowledge.

I mean, there's plenty of those.

It comes to the EV world.

But Suzuki announced plans to invest

27 billion through to financial year 2030

in developing EVs.

Yeah, I mean, we'll see.

Suzuki's one of those companies

that hasn't got a ton of cash to splash.

Now, let's talk about the Tuareg.

This could be the first SSP model,

the Volkswagen Tuareg,

now sold with a combustion engine

or plug-in hybrid.

May come back as a fully electric car

built on VW's SSP architecture.

Volvo, sorry, Volkswagen,

haven't commented on this, by the way.

It's report saying that VW will stop production

of the pure internal combustion

Tuareg next year,

ending outputs at the Bratislava plant,

fleeing up, freeing up assembly,

capacity for the SSP line there.

The SSP line for their new platform

would be operational by 2029.

This would make it the group's first SSP vehicle.

An all-electric Tuareg under the VW naming scheme

would be called ID Tuareg,

which I hate.

Just call it Tuareg EV or just the Tuareg.

You know, it's just a name.

Get rid of ID VW.

No one's listening at the company to me, are they?

But, you know, you tried it.

It was interesting.

Just call it the Tuareg.

Just call it the Golf and the Polo.

SSP was meant to debut

with the premium Trinity model,

whose launch has been delayed and delayed and delayed.

I think it's 2032 now.

Other reports say SSP could appear

on the Audi A4 e-tron from 2028,

some saying the ID Golf,

but we think on yesterday's news

that's been pushed back as well.

This was first announced in 2021

to cover all class sizes of vehicle

from small to luxury,

800-volt architecture,

unified cell from VW's PowerCo unit,

sharing common components under the body

to cut complexity and create scale.

At the IAA Mobility Show

in Munich,

Volkswagen's brand CEO Thomas Schaefer

told Deutsche Welle,

the company has heard customer feedback

about flush-mounted door handles

and won't use them.

Volkswagen said the industry focused

on designing battery-powered cars

for early adopters,

but will shift to reach the average consumer

who want function over form.

Functions have to be easy,

like door handles.

It's all nice to have these flush-door handles,

he said,

but they're terrible to operate.

So we definitely have proper door handles

on our cars,

and the customers will appreciate it.

Says Mr. Schaefer.

The near-production ID Polo

and the Cross were shown at the IAA,

with conventional handles,

because, you know, handles work.

Like, I often say,

like door mirrors,

they just kind of work.

Okay, so cameras are better for aero,

but then you've got to have a camera

and all the wiring for the camera,

and some screens,

where if your vision is, you know,

for some people,

if they're focused on long distance

into the future,

you know,

looking ahead,

and then they look down at a screen,

some people find that readjusting of focal length

more difficult,

anyway.

That some things don't need reinventing.

Door handles was a solved problem.

Okay, it's better for aero,

if they just sort of auto-magically disappear,

but just stop adding complexity for the sake of it.

I'll give up three miles of range, okay?

Finally, Nissan has cut its production plans

for the new leaf,

I'm sorry to say,

by more than half.

The reason?

Delayed battery procurement.

According to Nikite,

the revision was caused

by lower than expected battery yields

at the Nissan affiliate,

where the batteries come from.

Nissan plans to launch the new EV

by the end of the year,

but battery issues pushing it back.

Nikite didn't disclose the original

or revised targets,

but said the output plan was reduced

by up to several thousand vehicles

a month at their plant in eastern Japan.

I think it's the Tokiji plant

that builds the new leaf for the US

and the Japanese market.

The leaf came out in 2010,

made in three places around the world,

one of them here.

We love Nissan's in the UK,

not just leafs,

but everything,

cash guys and the rest.

Move from being a mass market EV pioneer

through management changes,

through bad strategic decisions

to being a real laggard.

This leaf needs to arrive ASAP,

but it's like a two or three month delay.

So it's not the end of the world,

but still,

you can't catch a break sometimes

and that's your podcast for today.

Thank you so much

to our premium partners,

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in Cincinnati,

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National car charging on the US mainland

and the low-high charge in Hawaii

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who get it done.

If you're the purchasing manager

at a manufacturing plant,

you know having a trusted partner

makes all the difference.

That's why hands down,

you count on Granger for auto-reordering.

With on-time restocks,

your team will have the cut-resistant gloves

they need at the start of their shift.

And you can end your day knowing

they've got safety

well in hand.

Call 1-800-GRANGER,

click Granger.com

or just stop by.

Granger for the ones

who get it done.

If you're an HVAC technician

and a call comes in,

Granger knows that you need a partner

that helps you find the right product,

fast and hassle-free.

And you know that when the first problem

of the day is a clanking blower motor,

there's no need to break a sweat.

With Granger's easy-to-use

website and product details,

you're confident you'll soon have

everything humming right along.

Call 1-800-GRANGER,

click Granger.com

or just stop by.

Granger for the ones

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DAILY : Leapmotor Spanish Production, SK On Solid State Plant & Rivian Breaks Ground In Georgia | 17 Sep 2025

C10 Leapmoto

E5 Audi E5

Chrysler Voyager

Tesla Cybertruck

Alpina B10

Rivian R2

Renault 4

Dodge Charger

Galaxy Geely Ex5

Tesla Model Y

Suzuki Vitara

Evitara

Volkswagen Tuareg

Audi A4

Audi Etron

Nissan Leaf

About this episode

Original notes