Exciting developments in the EV market are highlighted, including GAC's partnership with Magna to assemble electric models in Austria, BYD's plans to introduce its Denza and Yang Wang brands to the UK, and Volkswagen's new urban EV specs. The episode dives into the efficiency of GAC's Ion V SUV and BYD's innovative flash charging technology. Additionally, BMW's use of MetaQuest 3 for technician training showcases the integration of technology in EV maintenance. The episode also discusses the competitive landscape in Europe, with insights on tariffs and market strategies.
"If you don't know about the way Magna is a long history in the automobile industry. Most famous cars, well, in the EV world, they made the Jaguar I-Pace for them. They make the have made and still do make the G-Class, the G-Wagon from Mercedes."
"Most famous cars, well, in the EV world, they made the Jaguar I-Pace for them. They make the have made and still do make the G-Class, the G-Wagon from Mercedes. Very well known name in automotive transitioning to electric as well."
"...o make right-hand drive. Same with Rivian and the R2 models. So we don't get Rivian over here."
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Granger, for the ones who get it done.
Power train and battery details divulged.
Plus, stay tuned.
Later in the show, I'll tell you how BMW is using the MetaQuest 3 to fix your next EV.
Well, good morning, good afternoon, good evening.
In fact, wherever you are in the world,
EV News Daily is your daily trusted source of EV information.
Weekend today, Saturday 13th of September.
It's Martin here.
I go through every EV story every day.
So you don't have to TLDR of the EV industry,
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get the episodes ad free as soon as they're ready
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No edition of EV News China as it is the weekend.
And today's Patreon exclusive podcast looks at who is doing halo hypercars best in the EV era.
The Chinese or the Germans or maybe the Croatians.
It'll be live later tonight for patrons
and all Patreon exclusive episodes do end up in the free feed after seven days.
If you want the content now, it's just one of the member benefits.
Now, Chinese automaker GAC, Guangzhou Automobile Group.
GAC will start assembling two battery electric models at Magna's Plant in Graz in Austria.
Magna Stair will build the Ion V.
Or maybe it's the AION.
I've heard it called both things.
I must go watch a, I don't know, a Mandarin video or something,
see if I can pick up how they say it back at home.
But the Ion V, it's a midsize SUV and the Ion or AION compact hatchback.
Now these are semi-knockdown kits which will leave China and then be assembled in Europe.
Local assembly raises the vehicles value enough to avoid tariffs.
So it doesn't count as being a Chinese produced electric vehicle.
That's really key.
The partnership between GAC and Magna is expected to be formally announced next week.
If you don't know about the way Magna is a long history in the automobile industry.
Most famous cars, well, in the EV world, they made the Jaguar I-Pace for them.
They make the have made and still do make the G-Class, the G-Wagon from Mercedes.
Very well known name in automotive transitioning to electric as well.
They are a big part of the supply chain too.
GAC introduced the Ion or AION brand in Europe at the Munich show this week
and said it will begin sales this month.
So before the end of the month, they're going to start selling them in Portugal, Poland and Finland
and a full Europe coverage by 2028.
Now the V is rated for 323 miles WLTP.
That's not CLTC.
So that's good.
400 volt system, 75 kilowatt hour pack.
So that's really good efficiency, by the way.
They give the 80% number, but it's a 30 to 80.
I hate that.
Give us 10 to 80 please.
All car makers, stop fudging it.
If you give us 30 to 80, we know you're fudging it.
They say in less than 20 minutes, but okay.
Well, you've done most of the job by 30% haven't you?
Pricing for the V starts at 37,000 euros.
That's the midsize SUV.
The compact will be under 30 grand, but that's really good efficiency.
Isn't it?
WLTP at 323 miles, 520Ks from a 75 kilowatt hour battery.
That's good.
Some of the Chinese cars aren't that efficient, particularly at motorway speeds as well.
So that's worth watching.
Adding that the production supplies Magna with volume at their grats plant after contracts ended.
Of course, they were making the Fisker vehicles as well before that all went belly up.
BYD will bring the denser brand to the United Kingdom next year.
With a three car lineup aimed at premium rivals and plans to bring the Yang Wang brand to the UK in 2027.
Stella Lee, BYD's vice chairman and European chief said.
Lee said at the Munich show, the IAA mobility show that the UK was chosen.
It's one of the leading countries for premium car sales.
And it's very important to the denser brand and very important to Yang Wang in the future.
On the timing of the Yang Wang brand, she said, I quote, we need to build up the team for the UK.
We need to build up the foundation and we will do that step by step.
End quote.
So it sounds like she's not in a massive hurry to bring that brand here.
That launched in 2023 with the U8.
That was a range extended luxury SUV with over 1000 horsepower.
The ability to spin on the spot.
That 360 turning on the spot trick and even floated on water for a period of time.
But if it did, then you then had to call the service center and stuff.
So yes, it floated, but you had to get it to a dealer for service within a particular amount of time and stuff like that.
But it's a good party trick.
That was followed by the U9, an electric supercar that did 240 miles an hour or 386 kilometers an hour.
Fully hydraulic suspension, little jump on the spot or drive on three wheels.
In fact, today's bonus Patreon episode is talking about who is doing Halo hypercars the best, the Germans or the Chinese.
And we're definitely talking about the Yang Wang U9 in that show.
Both the U8 and the U9 have been on sale for a couple of years in China.
The U8's 120 grand and the U9's about 200,000 equivalent.
She said that the U8 and U9 are planned for Europe.
More models are coming.
There's a super saloon called the U7.
That's going to be a quad motor saloon, 1250 horsepower, 2.0 seconds, 0 to 62 miles an hour, 100 kph.
Really impressive.
You know, long time listeners have heard me give this piece of advice before.
If I were advising BYD, I'd stick them all under the Denzer brand.
In fact, I'd stick it all under BYD because BYD is just starting to mean something in the UK.
Just, I mean, they'll know from their own market research that they're just about people are starting to know what BYD is over here.
So, bringing in Denzer, you're just making it more complicated.
And then you're going to try and sell a 200 grand hypercar called a Yang Wang.
Come on, that's not going to work, is it?
If it does, I'll be amazed.
Because you're asking people to move away from some really premium vehicles in an era when the only bit of the EV market that isn't as healthy as it was looked to be a couple of years ago is the hypercar market.
So, a lot of brands that had put some programs in place to launch these top-end, very expensive, very fast, extravagant EVs.
Some of those programs are being paused or even cancelled because there is less interest in that.
Now, the EV market itself, as you know, despite the negative headlines that we'll get into another day, is flourishing everywhere.
It's always going at different speeds, but everywhere's increasing.
But the only bit that I think I've seen some pullback is actually at that very top end.
So, that's probably why they're saying, 27, 20, 28 maybe, and they'll assess the market when it arrives.
But that's interesting, picking out the UK.
Of course, we don't have tariffs, actually, because we're not in the EU anymore, so we don't have any China tariffs.
The Munich show.
Inside EVs in Germany reported the technical details for the VW ID Polo and the electric urban car models that use that platform, MEB Plus.
Now, if you haven't heard last night's Patreon bonus show, last night I put out a Patreon exclusive show that was all about all of the vehicles that we saw debuted.
And some of the ones they just bought along anyway as part of the existing lineups to the IAA show.
By the way, if you're not on Patreon, those episodes do go.
Well, that'll be six days now, because they always go.
I set them to go then public after seven days.
And so, you can wait and hear that next week.
Propulsion of these MEB Plus platformed cars, which includes the Cooper Reval, the Skoda Epic as well.
So, according to insideevs.de, the new motor is the AP290.
AP290 is the Parallel Axis Permanent Magnet Motor, making 290 Nm of torque, which is a very German way of calling the motor the APP290.
Yeah, did I say AP, APP290.
The motor has a peak output of 160 kW, about 215 hp, cooled by a water jacket system.
The inverter is an in-house development using silicon carbide semiconductors for more efficiency.
There'll be two battery options, either a 38 or 56 kWh NMC chemistry range of up to 280 miles.
Both will charge 10 to 80 in 25 minutes.
The battery architecture is cell-to-pack, and so they become part of the structural rigidity of the vehicle.
And the actual pack's cooling plate is on top, and then they typically would attach the seats to the top of the battery.
And so, any gases they say, they've designed the pack in a way that if there is a thermal runaway event,
then everything gets directed downwards for increased safety away from the cabin.
Really interesting actually, we're designing the battery, I can go into that more at some point, I guess.
Volkswagen also said that they will protect their lead in Europe by all means, by all means.
Volkswagen, don't underestimate the Chinese invasion, call it that, if you will.
And the software strategy that they have to do as German automakers step up to counter the Chinese competition.
At the Munich Motor Show this week, VW executives said the group was prepared to respond to the Chinese rivals.
We will respond by all means, said the Chief Exec Thomas Schaefer,
adding that their new range is very competitive, the Chinese manufacturers will face large obstacles entering the European market.
I completely agree actually, it's not a done deal for the Chinese over here.
They've got to build factories to avoid the tariffs or do what they're doing with Magna, which is to use semi-knockdown kits.
Knockdown just enough to be counted as local production.
And so, all they face the tariffs and soak it up.
Now some of them say we can pay the tariffs and still make money and still sell them cheaper than European cars.
It'll be interesting. Chinese brands got 5.7% of the UK car market and about the same for European market in Q2 this year.
In terms of EVs, it was over 10% of the EV market.
Volkswagen is the biggest car maker in Europe, holding a 30% share of the region's EV market last month in August.
That was 23% a year ago.
They're on the rise, market shares from Mercedes-Benz, BMW and Tesla all down slightly over the last year.
BYD themselves, 3.8% of the European EV market.
And that is up significantly.
In Munich, Volkswagen unveiled those entry-level models.
Oh yeah, I've mentioned the Skoda Epic, Coupre Reval, VW ID Polo.
Or just the Polo.
But I forgot to mention that the ID Cross concept is the kind of the fourth vehicle they unveiled.
That will be bigger than the city cars, but smaller than an ID for.
That's the most we know.
Where will they make them?
I can also tell you today, Volkswagen Group just confirmed they will build its new family of small cars in Spain.
At the IAA show, the interim CEO of Spain, Marcus Haupt, said he is optimistic about scaling production to 800,000 cars a year by the end of the decade.
Production will be split between two plants that VW have in Spain.
So there's the one they have in Marterelle, about half a million units a year by the end of the decade, making Polos and Coupres.
And about 300,000 in Pamplona for the ID Cross, whatever that is called eventually, and the Skoda Epic.
Also at the show, Volkswagen showed the small car family, but not the final series models.
There was still camouflage on ID2, is renamed ID Polo.
There's also the ID2 All, which was revealed at something, not this year, but in previous years.
So I'm not quite sure what happens to ID2 All.
That's more of a kind of a city-uppy crossover body style on that.
I'm a little confused about where that ends up in the new naming strategy because we're going back to Polo, Golf, Passat, Tiguan, etc.
And away from IDs, which is very sensible.
But Skoda showed their epic concept at VW's preview event as well.
We saw the Reval in camouflage, but that wasn't really on...
As far as I know, that wasn't on the show floor.
You couldn't go and have a sniff around the Reval.
I'll double-check that as well.
VW has not released final tech specs for the four models apart from the details that I gave you earlier on in this podcast.
Customers will get them next year, by the way.
That's a 2026 launch, so they're about to get real with that.
The European Commission President, Versulat Andalayan, has said the commission will work with automakers to further the Affordable Small Cars Initiative,
which I think I told you about first two days ago.
Then they had a meeting yesterday on the 12th.
She told the European Parliament, and I quote,
Millions of Europeans want to buy affordable European cars.
We cannot let China and others conquer this market.
End quote.
It doesn't get any clearer, does it?
It's not like they're being woolly with their words around the edges,
not to offend anybody or something.
There it is in black and white.
We do not want the European citizens to be more interested in Chinese or other small cars.
Small cars, obviously Europe's an older continent and lots of urban built-up areas.
We have more small cars over here.
A meeting yesterday included creating the small car category as part of the third round of the strategic dialogue between the EU and the car makers themselves are the agenda items with the emissions rules and competitive measures,
but I haven't got an update on what they discussed yesterday.
The Commission said this year it would consider separate small car regulation proposals,
not exactly the same as Japan's K-Car rules, which limit sizes and things like that,
but the E-Car rules perhaps would say that if a European made, you know, a VW, a Stellantis small car was clean, efficient and lightweight,
then it could be part of this new set of rules.
So the K-Cars in Japan are limited by engine displacement, size of the vehicle,
and yet they're one third of the Japanese car market.
They're ridiculously popular.
The Brazilians have something similar.
I think it's called the Carro Popular or Carro Popular rules.
Again, lower taxes if you've got a smaller than a one liter engine and loads of financial benefits all around actually for buying those cars.
So what will the Chinese do then?
So the Europeans have laid it out about as clear as it gets.
We don't want you selling cheap cars that are more, you know, better, cheaper, more attractive to buy
because we have a European car industry to protect.
What will the Chinese do?
Okay, well, I've got a couple of answers perhaps.
On the way in just a moment we'll talk about BYD and Rivian and Lucid.
On the way soon, stick around back in a mo.
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All right, welcome back to the podcast.
Patreon supporters get the shows ad-free first.
They get exclusive access seven days in advance to any special program that we make.
And I'm just working on the community stuff over the weekend as well.
A few people have said, hey, where's the Discord server?
I don't know. I've no idea what Discord is.
I'm sorry. I'm the only person in the world that doesn't know what Discord is.
So I'm about to hit Google hard and say, do I need it?
And lots of people are saying, can we have a Discord?
Okay, if you want one, I'll try.
But also Patreon's own community stuff.
I've never really turned it all on.
And people are saying, right, we just want it turned.
We want to be not on Facebook and stuff.
So, okay, we can go to other Discord or the Patreon community.
I'll turn those features on.
I can do it on the homepage of patreon.com.
Now, BYD confirming at the show this week,
they will deploy their flash charging in Europe with a difference to China.
So this is megawatt charging for cars, right?
So if you haven't heard me talk about this,
1,000 kilowatts, 1,000 kilowatt charging, DC fast charging on CCS.
But BYD says the European way that they will do it will be with a single cable.
So in China, they can charge their cars at 1,000 kilowatts, the megawatt.
But you have to pull up to two charging stalls.
The cars have to be the right kind of cars from BYD with two charging inlets.
Remember old Jags in the 80s? They had two fuel tanks.
Okay, some people will.
However, you sometimes have to switch them over as well, didn't you?
And sometimes it would auto switch.
Sometimes just crank a knob in there anyway.
And so this is going to be simpler than that.
So in China, you've got to plug two chargers into the back of the car, separate sides.
In Europe, they'll use a single cable to hit a megawatt.
Really impressive.
So that is a 1,000 volt platform on their Super-E platform.
It uses the blade battery and the Han-L and the Tang-L,
the ones that charge over 1,000 kilowatts.
In China, they have to use the two charging cables,
just above the rear wheels, by the way.
In a double-A show, they confirmed that one CCS cable can be used
and that the CCS plug can take it.
BYD Europe CEO, Stella Lee, saying that flash charging will arrive.
They want Q2 next year.
Those plans will be in place right now.
The procurement will be well underway.
And the land and the charging stations are what we are now, September,
and they want Q2, 2026.
Oh yeah, that's going to be well underway.
If they're putting a date on it by now,
they're going to have a direct sign and all that kind of stuff.
Woo!
This is getting good, isn't it?
This is getting good.
Lucid Motors is next in the news.
They're just going to sell their Gravity SUV for Europe
and the company expects first customer deliveries in January.
Orders for the second model from Lucid opened this week.
In Germany, Netherlands, Switzerland and Norway,
prices start at 99,000 euros for the five-seat version.
The Gravity Touring Trim, orders opened on Monday.
Those ones start at 117,000 euros, fully loaded, 150K.
First deliveries beginning at January.
Interim Chief Executive Mark Winterhoff confirming initial builds
are currently rolling off the line
and then they will be on the boat and heading over here.
Lucid also resuming internal talks
about making right-hand drive versions.
So interest to my UK and Aussie listeners
and some other parts of the world as well of the Gravity.
So Mark Winterhoff also talking about,
at the European launch of the Gravity,
saying the company is currently in the middle
of reassessing the business case for coming to the UK.
Right-hand drive markets, of course,
wouldn't be the only market, but it would be a big one.
We do like our premium vehicles over here.
Also, Aussie, India, Japan, Singapore,
more as well, I'm guessing.
Long-term UK entry is more likely, though,
he said for the mid-size.
That's going to be coming soon as well.
Right now, that's going to be underpinning
their new lower-priced models,
where right-hand drive makes a lot more sense
because there's more investment to make right-hand drive.
Same with Rivian and the R2 models.
So we don't get Rivian over here.
You can import a Rivian if you want to,
but the Rivian R2 models are European-bound
and I would think going to be right-hand drive as well.
Lucid sells the air already, of course, in left-hand drive markets.
Germany, Netherlands, Switzerland, Norway as I mentioned.
Rivian will pause production this September.
Actually, from Monday.
So Rivian's going to down-tools on Monday,
but don't worry, no problems.
It's going to go all the way through to the first week of October.
And in case you think this issues or whatnot,
no, this is all about the big upgrade for the R2 SUV.
They had to put out a Q10 filing,
reaffirming the plan to shut down the normal facility
for three weeks, starting on Monday.
The machines will all go quiet
as they start to integrate all the manufacturing processes
needed for the R2.
That is getting so real right now for...
I mean, it's been real for Rivian for years,
but for the rest of us.
Rivian warned in the SEC filing
that it will impact production and utilization.
The expansion to 215,000 units
annually allows them to drive what they say
is greater capital efficiency.
That is another big step in that milestone of that business.
Seat, Volkswagen's Spanish bit,
is in talks with the European Commission
about trying to get some of those cars they make in China
into the EU with some exemptions.
The car in question is called the Coupre Taverscan.
Now, the Coupre Taverscan is an SUV coupé.
And since the EU put those new duties on Chinese-made cars,
it added 21% on top of the 10% already
duty for the Taverscan.
Now, the head of Seat's essay,
which is the kind of, I think, the overall unit
that covers Seat and Coupre cars,
said talks with Brussels
have been going on for months.
They've entered the home stretch, that was the phrase,
they have entered the home stretch.
Although the Taverscan is final assembly is in China,
the vehicle was designed in Spain.
The vehicle was developed in Europe.
It uses European components.
Other cars, let me think, I think the MG4,
I think is an example of a lot of European components.
It's a Chinese-made car, really cheap.
But I think a lot of the bits inside it
supplies, but anyway, certainly in this case,
they say, look, there is a lot about this car,
which is European, but final assembly is in China.
They made about 7% of their sales
from, or Volkswagen did, from Seat.
So, significant, they want to get Seat and Coupre right,
but they did have a drop in operating profit recently.
Tariffs have been part of that.
They've been absorbing the tariffs on the Coupre Taverscan
until now, but clearly they'd love an exemption
on that vehicle.
BMW is next in the news, and we'll finish off today
with talking about how your next EV might be fixed
with MetaQuest 3.
Let me tell you more.
BMW has built their own mixed reality app
for MetaQuest 3.
That's the goggles, right?
Called Impossible Battery.
And this new app is to train BMW technicians
to fix the batteries.
The app contains an interactive virtual replica
of the entire pack.
And it lets technicians spawn 14 different tools
that are required.
Instead of simulating each tool's physical interaction,
the app has technicians use their touch controller
to tap the spot where the tool would be applied.
So, users focus on the layout and the procedure
rather than the actual input mechanics.
BMW and Meta say that the new app, Impossible Battery,
is suitable for anyone from new hires
to experience technicians who have to then learn
how to fix EV battery systems.
The initial prototype was a fully immersive
virtual reality system.
But it's technicians like it better
when it's more like augmented reality,
or mixed reality.
So, you can see the room that you're in.
But also, they kind of superimpose
the battery onto that real world.
It adds gamification elements to track
the repair time and the cost.
BMW plans to add global leaderboards
as well so different BMW service centres
can compete on who is either doing it
the most accurately, the quickest,
valid repair, that kind of thing.
BMW is also testing the app as a visualization tool
that can show an X-ray view of how the electricity
and the coolant are currently flowing
through the battery as well.
Wow, that is so cool.
I'll pop a link to that from the upload.vr website
where I found this.
I am absolutely loving Search.
I just find so many places on the internet
in a good way, by the way, in a good way.
Well, I'm researching this podcast for you
because I've never been to the upload.vr.com website before.
But very interesting is to filling in
some of the whole gaps in my knowledge
about virtual reality.
And that's your podcast for today,
thanks to our premium partner's Porsche
of the village in Cincinnati,
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National car charging on the US mainland
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Have a good one, see you tomorrow.
And remember, there's no such thing
as a self-charging hybrid.
The app automatically moves small amounts of cash
when you can afford it.
In a week, you'll forget you set it up.
In a month, you'll see real dollars piling up.
In a year, you'll be shocked
at how much money you've saved.
Bonus challenge, upload an internet or phone bill
and let Rocket Money try to lower it.
You only pay if they find you savings.
On average, Rocket Money members
can save up to $740 a year
when using all the app's premium features.
Users love the app with over 186,000 five-star ratings.
Make saving money the resolution you actually keep.
Start the 60-second savings challenge
at rocketmoney.com slash cancel.
That's rocketmoney.com slash cancel.
Rocketmoney.com slash cancel.
Ring Central's AI receptionist
uses voice AI to answer on the first ring,
so you'll never miss a call again.
In just a few minutes,
you can personalize your own AI receptionist
to answer questions, route calls, schedule appointments,
and even send texts in multiple languages.
Plus, it's easy to scale.
Create unlimited AI receptionists across any phone system.
It's all powered by one reliable platform
for effortless AI communications.
See for yourself at ringcentral.com.
Ring Central, voice of your business.
Well, the holidays have come and gone once again,
but if you've forgotten to get that special someone
in your life a gift,
well, Mint Mobile is extending their holiday offer
of half-off unlimited wireless,
so here's the idea.
You get it now.
You call it an early present for next year.
What do you have to lose?
Give it a try at mintmobile.com slash switch.
Limited time, 50% off regular price for new customers,
upfront payment required $45 for three months,
$90 for six months, or $180 for 12-month plan.
Taxes and fees extra.
Speeds may slow after 50 gigabytes per month
when network is busy. See terms.
This is the story of the one.
As an HVAC technician,
he and his digital multimeter are in high demand.
So when a noisy office HVAC turns out to be
a failing blower motor, he doesn't break a sweat.
With Granger's easy-to-use website
and product information,
he selects the product he needs
to keep everything humming right along.
Call 1-800-GRANGER, click ranger.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 ranger.com, or just stop by.
Granger, for the ones who get it done.
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