00:00
Welcome back to EV news daily today Renault sets its EV road map for 2030 Nissan's micro and VW's ID 3 Neo plus stay tuned later in the show
00:11
I'll tell you why BYD is swaying entry into formula one and LeMond over on our spin-off podcast today EV news China
00:21
I call it a spin-off podcast although frankly the audience size is almost as big as the main pod here
00:26
People seem to be really interested like I am about what's happening over there and how we make sense of it for the global EV landscape
00:33
Thank you for listening to that by the way if you do any feedback always appreciated over there
00:38
We're talking about Neo finally turning a profit last quarter
00:43
Xiaomi's Su7 Ultra gets its hood fixed and the MG4X SUV
00:49
A car that will get a mention here on the main show
00:53
Let's get into it Renault Group has unveiled future ready
00:57
That's their new strategic plan that builds on the Renault Lucian program in 2021
01:02
Renault Lucian delivered 32 new models in five years
01:06
Future ready now sets the next target
01:09
Renault wants to become the benchmark European car maker on a global scale
01:14
Renault Group will launch 36 new models worldwide by 2030 of those
01:20
22 will be for Europe and 16 will be fully electric
01:25
Renault aims for 100% electrified sales by 2030 in Europe
01:32
Although that electrified word is doing a lot of heavy lifting there
01:36
It's not pure electric by the way and 50% electrified globally by 2030
01:42
It also plans to retain hybrid technology beyond 2030
01:45
Which suggests the all-electric end state still depends on where they're selling cars
01:51
Dacia's plan is a little more nuanced and more pragmatic
01:54
It targets two-thirds electrified sales
01:58
I wish they'd say plug-in because then we'd know what they mean
02:01
Do they just mean plug-ins? Do they mean e-revs as well?
02:05
Because that's technically a plug-in as long as you can add cheap green electricity to it
02:08
I don't know I'll try and find out
02:10
And plans to grow from its one EV, that's the Dacia Spring, to four EVs by 2030
02:16
It also plans to expand into the C segment where they will represent a third of total brand sales
02:23
And as for the sporty end Alpine will build its growth around the next gen A110
02:28
Also the A290 and A390 electric models and limited edition ones as well
02:33
We'll do a deep dive, give me about three minutes and we'll get to that news
02:37
The main technical news, it's under the bodywork though
02:39
Renault Group announcing their new fully electric platform called RGEV Medium 2
02:45
Catchy, it covers vehicles from the B segment to the D segment
02:50
Renault says it was specifically for the European market, 800 volt
02:53
Now we first heard of those with high-end Porsche Taycans and Audi's
02:58
Then the average person could go buy a Hyundai or a Kia with the 800 volt version of EGMP
03:05
And that was offering you 18 minutes to get an 80% charge
03:08
And now Renault are doing it with a B segment family car
03:13
No disrespect to Renault, Renault sell more on value
03:17
I'm not going to say cheap or affordable value than those other brands that I just mentioned
03:23
People often look at the monthly offers first for instance when they're cross shopping
03:27
And so they should, that's how everyone buys a car by the way, I'm not being sniffy about it
03:31
But what you're talking about here is a next generation 800 volt Google based software platform
03:39
On your average family car, that's the real deal, right?
03:43
Not just me, right? I'm not missing anything here am I? That's kind of huge
03:48
Like over on our bonus podcast today, we're talking Rivian, I won't get into it now
03:52
Because it's a 20 minute podcast, I won't bore you here
03:54
But Rivian are launching their latest, greatest amazing R2 today
03:57
And that's on a 400 volt platform, for many reasons
04:01
It's, you know, not bigger isn't necessarily better
04:04
But often bigger is better in terms of cutting the cabling required in cars
04:10
And high voltage vehicles charging quicker generally and efficiencies
04:14
And oh my goodness, Renault says the 800 volt setup enables a potential range of almost 500 miles
04:21
466 miles is their target, that's 750 kilometers on WLTP
04:26
So real world, well your mileage may vary
04:29
And they're going to look at range extender technology as well
04:32
Which if they've been listening to the spinoff podcast, EV News China
04:36
I highly doubt Renault listened to that
04:38
They will know very well, thanks to their business in China, how well E-Rove is doing there
04:44
But, big caveat, it's recently wobbled
04:48
And with the improvements of purebev technology
04:51
You have to ask the question, will the rest of the world go, oh, China's doing extended range EVs
04:59
We get to carry on making petrol engines, which we're really good at
05:02
And we can carry on using all of our factories that make engines and our supply chains
05:06
Let's sell that to people, whether the West will do that just as China goes
05:11
Oh, well that trend, that fad is over
05:14
Let's go purebev now, I don't know the answer by the way
05:17
But just in recent months we've seen E-Raves take a dip as purebev technology improves
05:24
I don't know, I'm just kind of shooting the breeze there with you
05:28
Okay, Renault McGahn is next in the news part of this announcement
05:31
The next generation Renault McGahn will come into forms fully electric and range extender
05:36
The E-Rave version will pair a small petrol engine and a battery for 870 miles of range
05:43
A clear shift in Renault's approach to a small family car like the McGahn
05:48
They're going to rework the cabin software as well, developed with Google
05:52
And going further than simply integrating Google Assistant or Google Maps
05:56
Like set up in the Renault 4 and the Renault 5
06:00
Also, they say that they've cut costs by 40% compared to current Renault EVs
06:05
Which helps keep the McGahn competitively priced against its rivals
06:08
And finally, what about at the top end, the spotty end
06:12
Well, Alpine has been its brand, building the A110 sports car for many years
06:18
Since 2018 they've built their dealer network to 170 retailers globally
06:24
They sold 10,000 Alpines last year
06:27
The next generation A110 will launch as a Pure Bev model
06:31
The new A110 uses the Alpine performance platform
06:34
A bonded and riveted aluminium architecture
06:39
That Alpine says delivers the stiffness to weight balance needed for a small sports car
06:45
The platform also underpins the Renault 5 Turbo 3E
06:49
That's the ridiculously bonkers, die-performance, flared wheel arch
06:56
Throwback to the 1980 Renault 5 Turbo
06:59
The A110 takes a different route, though
07:03
It doesn't use the in-wheel motors of that Renault 5 Turbo 3E
07:07
It uses a new all-in-one dual-motor E-axle mounted at the rear
07:11
And a 800 volts electrical architecture
07:15
So two motors on the rear axle for sports car performance
07:19
But also high energy and high density battery packs
07:22
Which Alpine are positioning front and rear
07:26
This is not a skateboard design
07:29
We've seen some niche car makers move away from a skateboard design
07:33
But Alpine, again, Alpine's a niche car maker
07:36
But as being part of Renault, for Renault to say we're not doing skateboard
07:40
We're going to get the driver as low down to the floor as possible
07:44
We want your bum on the ground
07:47
OK, and then we're going to put all the batteries front and rear
07:50
So no frunk, no massive boot space
07:52
Use case of this car, it's going to be a sports car
07:56
And so that achieves what they want
07:59
They're also going for light weighting on this thing
08:02
They want under 1.5 tons curb weight and 400 miles of range
08:06
Using next-gen battery technology
08:10
Alpine will make the A110EV closer to a Lotus Elise, for instance
08:15
Rather than a shrunken down mini Porsche Taycan
08:19
And that helps explain the layout
08:21
So does the hardware around it
08:23
Silicon carbide inverters, sharpening the torque delivery and response
08:26
And the active torque vectoring, recalibrating the power distribution
08:30
Between the rear motors, every 10 milliseconds for high performance
08:35
Inside Alpine promises an F1 inspired driving position
08:38
Your bottom right on the floor
08:40
And then your legs straight out
08:42
If anything, your legs, the pedal box, elevated a little bit
08:46
And so a proper racing setup
08:49
Steering wheel, vertical, key controls, all buttons within reach
08:54
Love it, love this kind of niche edge EV stuff that we talk about
08:59
Now, that to me always tells me that the EV market is maturing
09:03
When we can get to the funky stuff at the fringes
09:06
Let's talk the Nissan Micra
09:08
There is a car that when I was taking my driving test in the 1990s
09:12
Chances are you're going to get put into a Nissan Micra
09:16
They were cheap and cheerful bubble cars
09:18
And you never, ever aspired to own a Nissan Micra
09:22
Because every 80-year-old granny, no disrespect to 80-year-old grannies
09:27
But the Nissan Micra was the granny car
09:29
And I'm pretty sure Nissan's going to hate me for saying that
09:33
Because they really, really don't want you to think the Nissan Micra is for grannies
09:38
And I can tell you, the new one certainly not
09:40
Because you've seen the Renault 5
09:42
And you've seen obviously the bonkers Alpine A290
09:46
With the dials on the steering wheel for like boost and overtake models
09:52
And reach, regen, recharge buttons
09:54
Yeah, it's that, but it's been Nissan
09:58
So the face is all smiley
10:00
And the steering wheel isn't crazy like the Alpine steering wheel
10:03
With all the racing rotary dials
10:06
It's just a nice little Nissan steering wheel
10:08
But it is essentially that car
10:10
Like the dashboard is the same
10:12
It's got a 52kWh battery pack
10:14
And the bones of that car are otherwise the same
10:18
And that's a really good thing
10:20
I mean, unless your 80-year-old granny wants to head to the shops
10:24
And go pick up a pension at double speed
10:27
Because this Nissan Micra's the real deal, I love it
10:30
It now gets the full UK grant, which is almost £4,000 off
10:33
And it gives Nissan a bit of a headache
10:35
Because it means the Nissan Micra 52kWh
10:38
And by the way, I spent ages on the configurator today
10:41
On the Nissan website, and I expect my perfect one, I love it
10:44
The colour choice is so cute, the inside, I love it
10:47
Honestly, I'm going to show it to my wife
10:48
Because she's like, she'll probably want it
10:50
And the Nissan Micra is cool all of a sudden
10:54
Like when did that happen? It's really cool
10:57
And so, I think it's got four seats
11:00
I couldn't spot a fifth seatbelt in the back
11:02
But I didn't look at the press release to triple check
11:05
It's got isofix points everywhere, so it's great for the kids
11:07
But I think it's a four-seater, I'll check
11:09
However, Nissan's got a real headache
11:11
Because the big battery one is just a smidge more than the 40kWh pack
11:15
So with the full UK grant, you can get the 40kWh one for £21,495
11:22
Or just get the big battery for £23,245
11:26
Well, yeah, you would, right?
11:30
196 miles on the small battery, 257 on the big one
11:34
Well, I think the finance was 40kWh a month different
11:37
Which, that's real, that is real, but still
11:40
It's a bigger battery
11:42
Anyway, moving on, no, let's take a break
11:44
I've chatted too much, I'll be back in a moment
11:50
Alright, I'm back, less fanboying about a Nissan Micra
11:53
I never thought I'd say that, words never to come out of my mouth
11:56
I'd love a Nissan Micra, I really would
11:58
Now, Volkswagen are going to rename the ID3
12:02
And they're going to call it the ID3 NEO
12:04
The car will make its world premiere mid-April
12:06
We don't know anything else, but we do know that the new ID4, ID5, ID7
12:13
Now come with the brand's new software
12:15
And that's also going to show up in the ID3 NEO
12:18
As it's now called, with the new steering wheel, with the physical buttons
12:21
Gone are the silly high gloss things on the steering wheel
12:25
And the same as the new Cupra Born
12:28
Which I've told you about last week
12:31
So, Volkswagen names their smaller EVs that are coming up soon
12:36
The ID Polo, the ID Cross, the ID Polo GTI
12:40
And honestly, I love the fact that Volkswagen went so early and spent so big
12:45
But, I've said many times, you've heard the spiel before
12:50
Throwing out names like Golf and Tiguan and Passat and Polo was daft
12:55
And I know why they did it
12:57
But they're just some of the strongest name plates in the book
13:03
Alright, okay, well that's what it's called
13:06
I mean, ID Golf, sounds nice
13:09
You know what sounds even better? Golf
13:13
Oh, is it electric? Does it matter?
13:15
It's the Volkswagen Golf
13:16
And you can get it in, I don't know, plug-in hybrid
13:23
That's what I would do
13:24
But that's why I'm an idiot podcaster
13:27
Not the CEO of Volkswagen
13:29
What do I know? Nothing
13:30
The latest software adds traffic light detection
13:34
Travel assist, one pedal driving
13:36
And vehicle to load as well, 3.6 kilowatts
13:39
You can pull from it
13:40
Vehicle to load works through a 230 volt socket inside the car
13:43
An adapter that you can pull from the exterior socket as well
13:47
Volkswagen Group itself
13:49
Will cut 50,000 jobs by 2030
13:53
A 43% deeper cut than they were planning
13:57
Following a sharp drop in earnings
13:58
Profits are being hit by tariffs in the United States
14:01
And software spending on Cariad
14:03
Their subsidiary of 13 billion
14:07
Dollars, that's 12 billion euros
14:09
They've since started to scale back Cariad
14:12
Which has been an absolute money pit
14:15
Not delivered, really, as much as they would have hoped
14:18
So that's why they're working with X-Pang in China
14:20
And Rivian in America
14:22
And just outsourcing their software
14:24
Or joint venturing their software, I should say
14:26
Kia has unfailed the new Nero
14:29
And it's hybrid only
14:30
That means the Nero EV is gone
14:34
The refreshed model is only the hybrid
14:36
And Kia CEO, Jung Won Jung
14:39
Confirming that Kia has ended the Nero EV
14:42
For many people, maybe even you
14:43
Listening in the audience, maybe you owned a Nero
14:46
I went Kona, not Nero
14:48
But otherwise a very, very similar car
14:49
Not the same, but similar
14:51
Kia's first step towards their EV future
14:54
Back in the day in 2016
14:56
When eco-friendly cars were unfamiliar
14:58
And all a bit weird
14:59
And then the Nero went electric
15:01
And it had witchcraft efficiency
15:03
That thing would just go and go and go, wouldn't it?
15:06
Although the Nero was a bigger car as well
15:08
This owed 1.2 million over its lifespan
15:16
However, they've got the Kia EV3
15:24
And so, they've got some cars
15:27
Which go in its place
15:28
Couple of MG stories before we go
15:30
MG's opened up UK ordering of a new
15:32
3-row, 7-seat plug-in hybrid called the S9
15:34
Its largest ever model, by the way
15:37
And by the way, this starts at 34,000 pounds
15:40
Man, MG's pricing is so competitive
15:42
Although we don't have tariffs on Chinese cars
15:46
And so, the S9 plug-in hybrid
15:49
7-seat, 62 miles of all-electric range
15:53
And that puts it in its 9% company car tax
15:56
Benefit in kind, BIK BIC tax
15:59
So, if you have a company car
16:00
And you need 7 seats
16:02
And you want a 3-row
16:06
Is going to be a big old tax bill
16:08
Well, this would be less of a tax bill
16:10
Of course, the lowest tax bill
16:11
Is to drive a Pure EV
16:13
What is it now? 1% or 2%?
16:14
I'll ask my accountant
16:19
Or the retail price on that
16:21
As part of your tax
16:22
For having a company car
16:24
It's also a lot less than a Cherry Tigo 9
16:26
By the way, that's 43,000 pounds
16:30
Same plug-in hybrid system
16:33
So, 1.5-litre engine
16:35
25 kilowatt-hour battery
16:37
And AC charging at 7 kilowatts
16:39
No DC charging on this
16:42
I very, very rarely do
16:44
A similar story on both the main pod here
16:48
But this is one of those rare occasions
16:50
Because SAIC, who own MG
16:53
Obviously have a lot of China stuff
16:55
That I talk about on the spinoff show
16:56
And also, they have a lot of cars
16:59
That they sell overseas outside of China
17:02
So, I'll mention it briefly here
17:08
And it's a new body shape as well
17:10
It brings the MG4 line
17:14
And so every trim line
17:18
Which is coming to Europe
17:20
Gets a semi-solid state battery
17:22
And that's only been available
17:26
Which even top-end in China
17:28
Costs the equivalent of 14,000 US
17:33
The standard LFP pack in the MG4
17:36
Is just over 9,000 US
17:39
And so it's a very cheap car there
17:43
Either 43 or 54 kilowatt-hour pack
17:46
The semi-solid state pack is 54 kilowatt-hours
17:49
It swaps to a manganese-based lithium-ion chemistry
17:54
It's a semi-solid state
17:55
And so it cuts the liquid electrolyte
17:58
It's still got liquid electrolyte
17:59
Because you want it to flow
18:01
Between cathode and anode
18:04
Its liquid content is down to 5%
18:07
Which is incredibly low
18:08
That really reduces any kind of combustion risk
18:11
In a really bad accident
18:12
It also extends the cycle life
18:15
Is give you the benefits of true solid state
18:18
And there's a lot of...
18:19
A lot of talk around that in the next 18 months
18:21
So the range of this is 330 miles
18:26
Which could be 210, 220
18:31
When it's WLCP or EPA
18:33
But it's a 54 kilowatt-hour pack
18:36
So not the biggest pack
18:38
But also not really big range
18:41
Even though it's semi-solid state
18:44
But they say it's taller
18:46
More upright, body shape
18:48
Than the MG4 hatchback
18:49
Targeting an audience
18:51
Who want exactly that kind of segment car
18:56
Is thinking about going into Formula One or Le Mans
19:00
Bloomberg reported the interest
19:02
Citing people familiar with the matter
19:04
BYD is considering building its own team
19:06
Or acquiring an existing team
19:07
No decision has been reached
19:09
BYD could abandon the plan, says Bloomberg
19:11
Which would spare it a rather large bill
19:14
A competitive motorsport program
19:17
Can cost from $500 million a year
19:21
Formula One and Le Mans
19:23
Are shifting towards hybrid
19:24
This year in Formula One
19:27
Between battery and combustion engine
19:29
Many long-time listeners know
19:31
Before I gave up my day job
19:33
And took a massive leap of faith
19:36
Into the Patreon-funded world
19:39
Of paying my bills with you guys
19:43
When I had a real job
19:44
Although I know what you're thinking
19:46
Podcasting's not a real job
19:47
Don't try to pretend
19:49
Before that, I might have put 20 years
19:51
In the radio industry
19:52
But then when I left radio
19:54
I went to Formula One podcasting
19:56
Because I'm a huge fan of Formula One
19:58
And so I did the Formula One podcast
20:00
For many, many years
20:01
And so this is absolutely
20:06
And let me tell you, Bloomberg
20:07
I love your report here
20:09
The BYD are thinking about going into Formula One
20:12
They're absolutely not
20:13
Because there's a new team
20:15
This year in Formula One
20:17
And that's Cadillac
20:18
And they secured an entry
20:20
By fighting tooth and nail
20:23
You see, the money in Formula One
20:25
Is given out at the end of the year
20:27
And you get more money
20:28
If you finish higher up
20:29
And since Netflix and Drive to Survive
20:32
And the popularity of the sport has gone up
20:34
Those franchises, those slots on the grid
20:37
Can be worth over a billion
20:38
For a team and more
20:40
And so for Cadillac
20:42
As the new team to get an entry
20:45
They've been fighting for years
20:47
Because it's worth such a lot of money
20:49
You can't just walk into Formula One
20:50
Because the existing teams
20:52
Then have to divvy up
20:53
What they were going to get
20:54
Because the slice of the pie
20:55
Their slice gets smaller
20:56
And so they all have a vote
20:57
And they go, uh, no
21:01
Which is what happens for years
21:03
And so since the last rule set
21:05
A long time ago there were more teams
21:07
But so it's not that easy
21:09
You can buy a Formula One team
21:12
But again, since the Netflix Drive to Survive
21:18
The sport's become so big in the last five years
21:22
That's not cheap to do
21:23
That mean they could go and buy
21:24
BYD could go and buy a team
21:26
One of the smaller teams
21:28
They could buy an Alpine
21:29
Because Renault were really trying to stop
21:31
Spending money on Formula One
21:33
They haven't got Renault engines anymore
21:35
They actually got a Mercedes engine
21:37
Because they're like
21:38
Just shut down the engine program
21:40
And so, yeah, BYD could buy an Alpine
21:43
They could buy a Haas
21:44
I think Haas are not selling
21:46
They could buy, ooh
21:48
They could buy Red Bull's second team
21:50
If Red Bull are a little less interested these days
21:52
But look, either way
21:54
I don't think it's true
21:55
Lemons are different
21:56
I won't get into it now
21:57
But I'm also a big fan of Lemons
21:58
So, um, there's more opportunities there
22:01
Hey, it's an expensive thing to do
22:03
But when you've got the Yang Wang brand performance
22:07
Only launched two years ago
22:08
But that's up against Ferrari and Porsche
22:10
It lapped the Nürburgring
22:14
The U9 Extreme did 308.34 miles an hour
22:22
At Germany's automotive testing
22:26
Beating a Bugatti Chiron
22:29
So, yeah, BYD got some
22:31
Really interesting performance brands
22:34
They might want to go racing with
22:38
Not sure that Bloomberg report is
22:42
But, uh, we'll wait and see
22:43
Thanks for listening to the podcast today
22:45
Thanks to our premium partners
22:46
National Car Charging on the US mainland
22:48
And the Loha Charge in Hawaii
22:50
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22:52
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22:54
In Australia and New Zealand
22:57
And remember, there's no such thing
22:59
As a self-charging hybrid