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I'll tell you why California's highway fleet may be getting a quiet but high-voltage
03:15
makeover, spotted only by those who just noticed the flash of orange on something
03:21
Well, good morning, good afternoon, or good evening wherever you are in the world.
03:24
Welcome to EV News Daily, your trusted source of EV information.
03:27
Thursday, September 11th.
03:30
I go through every EV story so you haven't got a.
03:32
Patreon supporters fund the show, get the episodes first and add free,
03:35
and be part of the EV News Daily community.
03:37
Be like them by clicking on a link in the show notes.
03:39
On today's edition of the newly returned EV News China, we're talking about
03:44
Euro NCAP 5 ratings for Firefly, China looking to ban retractable door handles
03:50
on EVs, and Sodium Iron battery technology.
03:54
And today's Patreon exclusive podcast will be a deep dive into the new BMW iX3.
03:59
It'll be live later for patrons, and all Patreon content goes into the free
04:03
feed now after seven days of exclusivity.
04:06
So you don't need to pay for it, you just need to wait.
04:09
Well, we'll start with news of Hyundai revealing the concept three of the IAA
04:13
Motor Show as a preview of the new compact electric five door hatch that's
04:19
going into production next year.
04:21
The car will be made in Europe and will pretty much certainly be called the
04:25
IONIQ 3, although two and four could be possible names.
04:29
Now the head of their design, Simon Loseby, said the show car is conceptual
04:34
in many details. In fact, they put it out after the dimensions of the IONIQ 3
04:41
were signed and sealed and all locked down.
04:43
So why make a concept car after you've decided to make the actual car?
04:47
Well, he says the overall proportions, the shape and the surfacing
04:52
will reflect the production car.
04:54
Wow, and this is a very striking vehicle.
04:57
So the concept itself, so what territory is it in?
05:01
It's 4.288 metres long, 4,288 millimetres.
05:06
That is Volkswagen Golf Territory all day long.
05:09
Hyundai called it an aero hatch with a very rakish body, a very sculpted
05:15
rear hatch and a spoiler optimising airflow.
05:19
Now the actual IONIQ 3 won't be as wide or as low as the concept car
05:23
and inside, no, it won't look as crazy and funky with weird seats
05:28
and no screens and sort of playing around with the kind of human
05:31
interface of what do we do inside, looking very, very concepty.
05:36
But the point is this looks like a very big competitor to the Golf, the IONIQ 3
05:41
because Hyundai are just smashing it at the moment in their EVs.
05:46
Built in Europe, low-voltage version of EGMP, that is their EV architecture
05:50
to keep costs down.
05:52
The design uses what they call art of steel designed to showcase
05:56
steel and create sculpted shapes and surfaces.
05:59
The interior of the concept car shouldn't be paid any attention to
06:03
but the exterior dimensions, if you see a picture, not far off.
06:07
Alright, let's move on.
06:08
Here's another vehicle that kind of sits a little bit on its own,
06:11
the Skoda Vision 7S.
06:14
The production version of this car, which was shown off yesterday
06:18
at the IAA show in Munich, is a 7-seater.
06:22
It arrives next year and it'll be Skoda's electric flagship.
06:26
This concept was first shown back in 2022.
06:29
We first saw what they call modern, solid design language.
06:33
I like the way Skoda's looked, by the way.
06:35
Built on Volkswagen Group's MEB platform,
06:38
Skoda sales boss Martin Yahn said there are not too many
06:41
seven-seaters in the Bev arena at this price point as well.
06:45
A very important car didn't give a price.
06:48
Any act starts at £39,000, so we know that pushes Skoda,
06:52
this will be more expensive, into a new pricing bracket.
06:56
Skoda's always been about value for money.
06:58
They're never the cheapest bargain basement,
07:02
but they really have reinvented themselves.
07:04
I grew up in the 80s where Skoda was an absolute joke
07:09
and now, look what VW have done with that.
07:12
For many people, that would be their preference.
07:15
Once the horrible cheap spin-off brand that you did
07:21
because you couldn't afford the premium German VW,
07:24
well, these Skodas are really, really nice.
07:26
Value for money is still important, they say,
07:28
but look, this won't be cheap.
07:29
Now, solid-state batteries are in the news a lot at the moment.
07:32
A modified Mercedes-Benz EQS with a solid-state battery
07:35
from their partner's Factorio just travelled 749 miles,
07:40
that's 1,205 kilometres.
07:42
In a single charge, it went from Stuttgart in Germany
07:45
to Malmo in Sweden.
07:46
When it got to its destination, it still showed 85 miles,
07:49
or 137 kilometres, of range remaining.
07:52
I'd have been tempted to do a few laps of the block
07:54
and run it down to zero, but anyway.
07:56
The prototype completed the trip on highways.
07:59
Mercedes-Benz did not disclose the average speed
08:02
or how long it took.
08:03
They said the entire route was driven using
08:05
its Electric Intelligence NAV system,
08:07
which factors in topography, traffic, and ambient temperatures.
08:11
The test batteries offer about 25% better energy capacity
08:15
than anything out there at the minute that's being used on the road.
08:19
The pack uses pneumatic actuators that respond to changes
08:22
in cell volume during charging and discharging.
08:25
Factorio's based in Massachusetts.
08:27
They're developing two solid-state cell types,
08:30
and the type they call solstice cells contain no liquids.
08:35
They use a sulfide-based all-solid-state electrolyte,
08:39
but all-new production lines needed for the dry coating.
08:43
Some kind of semi-solid-state battery technology
08:45
can be used on existing lines that have been built.
08:48
That reduces the cost, and the speed increases as well.
08:51
But this is, or the real deal, proper solid-state batteries.
08:55
Slate is the company bringing that highly customizable
08:58
but cheaper pickup truck to the US.
09:00
Slate also say that the elimination of the federal tax credit
09:05
in the US actually may help the manufacturers.
09:10
Well, the CEO, I already rate her, Chris Barman,
09:13
when she was saying at Fortune's brainstorm tech conference,
09:17
it's opened up opportunities.
09:19
Slate had been focused on qualifying for the rebate,
09:22
which required very specific, very specific mineral
09:25
and manufacturing location requirements.
09:27
She said Slate stepped back
09:30
and surveyed multiple battery supplies
09:32
and found others in the industry which have pulled back,
09:36
slowed down, adjusted their EV launch plans,
09:39
actually opened up capacity for Slate.
09:42
So they were looking at what they can do with pricing,
09:45
and she said the Slate truck will carry a sticker price mid-20s.
09:48
She didn't say $25,000. She said mid-20s.
09:52
And they're still on track for the end of 2026
09:54
for the first customer deliveries.
09:56
Fully modular, fully customizable, built in Indiana,
10:00
only 600 parts, no paint shop at the factory,
10:03
because if you want to get it wrapped, you can.
10:05
And if not, that's no problem.
10:08
And it all sounds like it's going pretty well for Slate,
10:11
the Jeff Bezos of Amazon fame backed company.
10:15
Now, US new vehicle inventory to the start of September
10:22
So that was a slight rise in dealer inventory.
10:26
So let's have a look at the EV story,
10:29
which is what we want to look at.
10:31
Dealers and automakers are selling down stocks
10:33
ahead of the federal tax credit change in 20 days.
10:37
By powertrain, hybrid vehicles had the shortest supply at 52 days,
10:42
but EVs have been falling in terms of the supply at dealerships
10:47
from 73 days supply to only 59 days supply in a month.
10:53
Now, go back a couple of months,
10:55
and the US had 99 days of dealer inventory in stock.
10:59
And so they really are selling these vehicles down,
11:01
as a lot of people in the US have heard about this.
11:04
It's making the news.
11:05
It's a lot of money off a new vehicle.
11:07
And as long as you get your order in and some money paid,
11:10
you don't actually have to have the vehicle now.
11:12
IRS changed the rules in your driveway by the September 30th.
11:15
So if it was a purchase you were going to make in the next year,
11:19
change your car or something,
11:20
a lot of people are bringing that forward,
11:22
and dealers are making the most of it.
11:24
Among seven automakers reporting the monthly sales and inventory,
11:27
Volvo say their days supply fell sharply
11:30
from the previous month.
11:31
Hyundai, Kia, Honda and Subaru reducing their inventories too.
11:34
And Toyota, as they say, they were flat.
11:38
This is all according to Automotive News,
11:40
Research and Data Center.
11:42
Now, the China Passenger Car Association
11:44
said passenger car production, sales and exports
11:47
all had record highs in August.
11:51
I've seen some headlines recently saying
11:53
always the growth story slowing down in China.
11:55
Well, growth was largely driven in part by EVs
11:58
in the EV industry and by export growth as well.
12:02
It's no secret that the competition is so brutal at home
12:06
that they're looking at export markets to carry on growing.
12:09
And you can find all about that
12:10
on our spin-off podcast, EV News China.
12:13
Passenger car production, 2.4 million units in August.
12:16
That was up 11% on August last year.
12:19
Car sales were 2 million units in August up again,
12:23
4.6% on the same month last year.
12:27
The government measures to curb aggressive
12:30
EV price competition is one factor
12:33
which could have cooled the market a little bit recently.
12:36
Fewer price cuts and moderate promotions.
12:39
I think the car companies are doing as little as they can
12:43
not to get on the wrong side of central policymakers in China
12:47
because, look, the discounting is still there.
12:50
The price war is still brutal.
12:52
And exports are up massively, by the way.
12:55
Overseas sales really important now for the Chinese EV market,
12:58
for those companies to carry on growing.
13:01
One of those markets where everyone's driving an EV is Norway.
13:05
Plug-in electric vehicles reached a 98.4% share in Norway in August
13:09
up from 95.7% a year ago.
13:13
That's plug-in, by the way.
13:14
So the plug-in number is 98.4.
13:17
That's a rounding error away from 100, isn't it?
13:20
But what's the BEV number?
13:21
Pretty much the same.
13:26
So there you go. 97% BEV.
13:28
A little bit of plug-in, although the Norwegians don't want plug-in hybrids
13:32
or mild shabby hybrids or anything else.
13:35
Really, the Norwegians are only buying BEVs.
13:38
Total vehicle registrations were 14,000, just under,
13:42
14,000 units in Norway last month in August.
13:47
The third consecutive month with a record share of EVs.
13:50
How high can it go?
13:52
Well, I know what you're saying.
13:54
The answer is 100%.
13:56
How high can it go?
13:57
It can't go to 101.
13:59
Obvious question to ask.
14:01
I answered my own question.
14:02
The recent growth has been driven by taxes tied to CO2 emissions
14:06
and more BEVs becoming available.
14:10
Why was Norway's best-selling vehicle in August?
14:12
It's six months in a row doing very well in Norway.
14:16
The ID BUZZ was second.
14:19
That's not a mainstream vehicle, nor a cheap one.
14:21
Followed by the Volkswagen ID4, just behind.
14:25
Then the Model 3 was fourth in August,
14:28
but down a bit from last year.
14:30
The Škoda ENIAC recorded its good sales month,
14:35
and that was in fifth.
14:37
OK, let's take a little break.
14:39
Let's talk about France really quickly.
14:41
From October 1st, the French government is going to add
14:44
another 1,000 euros bonus for buying EVs that are,
14:47
and get this, made in Europe with European batteries.
14:50
Oh, a little bit of protectionism going on there.
14:53
Now, of course, individual countries like France,
14:56
a part of the EU of which we are no longer,
14:58
need to go to the EU and ask permission when they're going to do
15:01
sort of some market-changing things like this.
15:03
I don't know if this is a case where they had to get
15:05
specific permission for this,
15:07
but countries can't just decide on their own
15:09
to, like, we're going to start doing massive subsidies
15:11
because it makes things unequal within the EU.
15:14
But France, saying another 1,000 euros bonus,
15:17
is made by a European-made EV with a European battery
15:20
on top of the existing environmental bonus,
15:23
the bonus ecologique, as they call it.
15:25
And so to get the bonus,
15:27
vehicles must meet an environmental score.
15:29
And it's changed over time.
15:31
France has seen a slight drop in EV registrations this year,
15:35
very small, but still the extra 1,000 euros,
15:37
taking it to 5,200 euros on a subsidy,
15:41
will certainly help France's building a battery industry,
15:44
mainly in the north of the country,
15:46
but currently relatively few electric cars
15:48
have a completely European-sourced battery.
15:51
So it depends on the EV you buy.
15:54
All right, we will take a break now.
15:56
We'll come back, we'll talk about General Motors and Pilot,
15:58
their locations, and also the GTX is no more,
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but the cars themselves will be.
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I'll tell you why just the name is going.
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For the ones who get it,
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For the ones who get it done.
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Well, Volkswagen announced at the Munich Motor Show,
19:11
the IAA show that the ID.3 GTX is being upgraded.
19:15
There was a mid-cycle refresh of the ID.3.
19:18
They had a little tweak a little while ago,
19:20
but they're doing a proper refresh of ID.3, ID.4,
19:23
changing the materials, changing the styling as well.
19:25
The ID.4 could even be called the ID.TIG one.
19:29
However, the ID.3 won't be called the ID.Golf
19:32
according to sources that I've been reading.
19:34
They'll call it the ID.3, but the GTX version,
19:37
the sporty one, will be going,
19:39
but it will still get a rebrand,
19:41
and it'll be called the GTI.
19:42
Look, I've been saying this for ages.
19:44
I'm a broken record on this.
19:46
Sorry if you've heard this one before.
19:49
When you're Volkswagen,
19:50
and you've got a locker full of amazing name plates,
19:53
and you've got Golf and Polo and TIG one and Passat.
19:57
What are you doing inventing a whole bunch of new names
20:01
And of course, they've got GTI.
20:03
Massive heritage on GTI.
20:05
Look, Porsches are called turbos,
20:06
and there's no turbocharger in a Porsche Taycan.
20:08
And so just call it the ID.3 GTI.
20:11
In fact, call it the ID.Golf.
20:13
Call it the Golf GTI or the E-Golf.
20:16
Just get rid of ID.
20:18
It's pretty tough for them to do a complete U-turn on ID
20:21
and not have egg on their face.
20:24
Big companies are lumbering sometimes, aren't they?
20:27
So moving away from GTX, that's in the bin.
20:31
Highly, highly recommended.
20:33
WID Polo GTI with a Torx splitter and a GTI drive mode
20:38
as well with different sound and lighting and suspension.
20:41
The ID.3 range as a whole gets new disc brakes on the rear axle,
20:46
a new one-pedal driving mode, buttons on the steering wheel,
20:50
all new fabrics to get rid of all the plasticky feel inside.
20:54
You want to feel good?
20:55
I mean, we've had Golfs, loaded Golfs over the years.
20:57
It always felt nice driving a Golf.
20:59
The ID.3 was a lot of money for what felt at...
21:02
I mean, I had a very, very early ID.3
21:05
and it was in a low spec as well.
21:07
But my wife assumed it was like the price of a Polo.
21:10
So no, no, it's just the equivalent to a Golf
21:13
and it really didn't feel...
21:14
We're going back a long time now when they first launched the ID.3.
21:16
It did not feel premium.
21:19
And so Volkswagen might add virtual gear shifts,
21:23
sound generators and performance-centered infotainment
21:27
I'm really chuffed that they're doing that.
21:29
And like I say, I feel for them because big,
21:32
especially German companies as well,
21:34
but any big corporation,
21:36
unless you're something special,
21:38
like a Silicon Valley company,
21:40
Google just kill off stuff for fun,
21:42
which is frustrating if you use their products.
21:44
Amazon will try stuff.
21:46
They've made their own phones and all sorts of stuff in the past.
21:49
Doesn't work. They'll kill it off.
21:50
And so those massive organizations,
21:53
the Silicon Valley companies, the tech companies
21:55
are pretty rare in being able to be so brutal.
22:01
Lots of different stakeholders in VW as well,
22:04
in terms of the group and the ownership structure
22:06
to turn around and go,
22:08
that we got it massively wrong.
22:09
Just call them Golfs and Polos and Passat
22:11
with a battery inside.
22:13
And not for, you know, heads to roll.
22:15
They're just, I mean, diesel gates still fresh, aren't they?
22:18
So I'll cut them a break. I'll start whining now.
22:21
Now, General Motors pilot,
22:23
and Evie Go, said their joint charging network
22:26
has passed 200 locations in 40 US states,
22:30
adding service in more than 10 states this year.
22:33
The partners began the collaboration in July 2022.
22:36
They're going to build 2,000 Evie charging stalls
22:38
and install charges at 500.
22:40
Pilot and Flying Jays stations
22:42
or locations nationwide,
22:44
they've deployed nearly 850 stalls themselves
22:49
1,000 by the end of the year.
22:51
Here's the news. Tesla is launching multi-pass.
22:53
This is interesting.
22:55
Tesla multi-pass lets owners start charging
22:57
on a non-Tesla DC fast charger
23:00
within the Tesla app.
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The Tesla app's really good.
23:04
And of course, it's how you control everything
23:06
with your account, service, and charging your car.
23:08
But what if you just want to use the Tesla app
23:10
for charging your Tesla on non-Tesla stations?
23:13
Well, that's where multi-pass comes in.
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You can start your charging session.
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You can tap in the app or the key card
23:19
and the app will record the session,
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the history, and do billing.
23:23
It starts in the Netherlands.
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Obviously, it can't do some things
23:27
like automatic battery preconditioning
23:31
and some of the automatic parking
23:33
at superchargers, virtual queuing.
23:35
It's not doing any of that.
23:37
It's cool that it's rolling out,
23:39
called multi-pass, if you want to have a look at that.
23:42
Volkswagen's charging subsidiary
23:47
has announced a pilot for bi-directional charging
23:51
The core element is an 11 kilowatts wallbox
23:54
that meets all the rules and regs
23:56
and links your home systems
23:58
and home solar and home batteries
24:00
and the EVs that you drive from Volkswagen
24:02
into a software platform developed by LE.
24:05
The charging station is...
24:07
They're partnered with Cubos.
24:11
And your EV can then work
24:13
as a big home storage battery.
24:15
Energy flow has been in the grid,
24:17
the vehicle, and the home,
24:19
all using the LE charging app.
24:21
The pilot starts in December this year.
24:23
Customers of VW Group vehicles
24:26
and solar provider Otovo,
24:31
Otovo can now apply, get on the waitlist
24:33
to be part of the first rollout.
24:35
As long as you've got an MEV vehicle
24:37
with a 77 kilowatt hour battery,
24:39
make sure your software is all fully updated
24:41
and stuff like that,
24:43
and enable DC bidirectional charging.
24:45
That is brilliant news.
24:47
Hopefully these schemes
24:49
become a little bit wider available soon.
24:53
very nice if you go to work
24:55
and your company car is Irivian.
24:57
Very nice if you are
24:59
California Governor Gavin Newsom.
25:01
Now using Irivian R1-S,
25:03
this is official state vehicle.
25:05
And now we're getting news
25:07
that California's DOT, Department of Transportation,
25:13
Rivians to its fleet.
25:15
Neither Rivian nor Caltrans has announced this,
25:17
but it's pieced together by the community.
25:19
Image is posted on forums
25:25
West Sacramento service centre
25:27
with the fluorescent orange stripe.
25:33
poster says, I was getting a tyre balance
25:35
at the service centre and noticed the R1-T.
25:39
inside the service centre
25:41
that Caltrans are getting 450
25:45
Last month a Reddit user posted image
25:47
of several R1 vehicles
25:49
on the road with the correct
25:53
And according to Caltrans website
25:55
they say through a combination of
25:57
regulation-compliant state purchasing policy
25:59
and innovation demonstrations
26:01
they'll be implementing more EVs in their fleet
26:03
didn't mention Rivian specifically though.
26:05
But how nice if you work there
26:07
and you pick up the keys to the company car
26:09
or whatever it is and you get to take it home
26:11
at the end of the night or something
26:13
doing some work for the state
26:15
and you're toodling around in Rivian
26:19
And that's your podcast for today
26:21
and thank you to our premium partners
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Porsche of the Village in Cincinnati
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Audi of Cincinnati East and Volvo cars
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of Cincinnati East.
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National car charging on the US mainland
26:31
and a loha charge in Hawaii
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and Octopus Electroverse.
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With one app and one map, have a good one.
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See you tomorrow and remember there's no such thing
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