Megawatt Charging From Kempower, Rivian CEO On Answering China and Tiny Honda N-One E | 14 Sep 2025

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Well, welcome back to EV News Daily.

Coming up today, Kem Power unleashes their megawatt charging in two more countries.

Rivian CEO and answering China and the tiny Honda N1E.

Plus stay tuned, later in the show I'll tell you about yet another study which shows

that plug-in hybrids really must be plugged in if they're not to be worse than pure combustion.

Well, good morning, good afternoon, good evening.

Whatever you're listening around the world.

EV News Daily is your trusted source of EV information.

It's the weekend, Sunday 14th of September.

Martin here.

I've been through every story today, so you don't have to.

Patreon supporters fund the show, get the episodes out free as soon as they're ready

and part of the community too.

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No EV News China today.

That's back on Monday.

It's the weekend and today's Patreon exclusive podcast looks at the future of Ford in Europe

and whether it's going to be boom or bust with their Euro EV plan.

It'll be live later tonight for patrons and all Patreon exclusives go on to the free feed after seven days.

If you want the content now, you can sign up to Patreon,

but it's one of the member benefits that you can get.

Now, the Finnish company Kem Power has introduced massive charging stations

for electric trucks in Denmark and Sweden.

The new Kem Power system delivers 1.2 megawatts.

Oh, megawatt charging. Tasty.

That is on MCS, by the way, the new plug and also CCS plugs,

since not many trucks are out there ready for MCS,

so they have to retrofit them and allow some of the CCS trucks to catch up.

Some of the trucks can be retrofitted with an MCS connector

and they're off to the races.

They're launching them in Sweden as well as Denmark.

At a logistics site in Sweden, the Kem Power chargers get paired

with a big battery storage system as well, plus solar,

all managed by their own software to balance the power usage from the grid.

Kem Power says the system is built for the next generation of electric trucking,

high power, adaptable plugging system, advanced energy control,

all about getting logistics companies to go electric as soon as possible

with no pain points.

Volkswagen is next in the news.

They're going to launch their ID-1.

That's a $20,000 electric car.

It will be Europe's answer to China

and it's all part of the $5.8 billion joint venture between Volkswagen and Rivian.

RJ Scarridge, the CEO of Rivian, told the Morgan Stanley conference

that their network architecture, the ECUs, the electrical systems,

that'll end up in the little ID-1, whatever it's called.

It won't be ID-1 because, well, we know they're getting rid of the numbers.

It will start there, but go all the way up to the top end,

Porsche's and Audi's.

These cars, he said, will draw attention globally,

even from Chinese heavyweights like BYD, Xiaomi and X-Pong.

Scarridge updated Rivian strategy as well.

Beyond the $45,000 R2, highlighting a road map from hands-free highway driving,

which happens now, to hands-free everywhere,

and then eyes off eventually for 2027 or 2028.

The autonomy system is developed in-house by Rivian's engineering team,

drawing from a growing base of real-world driving data,

3D imaging radar for bad weather.

Rivian will host an end-of-the-year event, they say.

That'll show off new hardware, new compute, new perception and system demos as well.

Noting that US EV adoption has kind of, this year,

hit an 8% to 10% plateau

because, in the CEO of Rivian's eyes,

there aren't any good options out there under 50K.

He talked about Tesla's Model 3 and Model Y being strong choices,

and you have to agree with him as well.

He says Rivian's R2 is going to fill the gap

and draw interest from existing Tesla customers

and a larger group have yet to go electric.

Honda, next in the news, launching the N1E.

It's a K-Car, so this is governed by dimensions and other things as well.

It's a small passenger car.

It builds on the N-Van-E that they released last year.

That's for commercial use though, but the N1E goes on sale,

it was yesterday actually, starting at 2.7 million yen,

about 18,000 US dollars equivalent,

well below the average price of a new car that would be on sale in the US.

A 30 kilowatt hour battery, just shy of 30 kilowatt hours,

the same as the Van.

Honda says it leads its class up to 183 miles of range.

That's more than a Nissan Sakura,

which is significantly less, 112 miles on WLTP.

You've got to maximize the space if you're making a K-Car,

so they had to make a really thin battery pack that fits really flat under the cabin floor.

There is a gas version sold in Japan that they've adapted.

Honda already has the N-Box.

That's their best-selling vehicle.

I think it's the country's best-selling vehicle.

K-Cars use a particular set of regulations to do with size

and until the EV world engine displacement stuff like that in Japan.

Now, Renault has a new CEO.

His name is François Provost and he says

lawmakers should be helping to cut the price of EVs rather than boosting EV sales.

As a CEO of a car company, kind of the opinion,

we'll sell the cars.

You need to make sure that we're able to sell them cheaper.

He's following up the Renault recovery plan that bought back cars like the Renault 5,

the Renault 4, small EVs, amazing price points as well.

The CEO left. He's more of a continuity CEO.

I think he's used almost a similar phrase to that, if not the same as well.

Renault is on an amazing path, by the way.

Strong model line up in Europe with the cars that Europeans want to buy,

which is at those price points.

Renault have two divisions working on this, ampere and horse.

They're developing electric and internal combustion engines as well.

Provost believes the Renault stands out from the Chinese in design

and you have to agree, that little Renault 5, there's so much to it.

Inside, there's some little styling elements and emblems that are kind of to their head

just because they're Easter eggs and cute.

And also, the dimensions are great for European urban roads

and it looks fantastic as well.

Also, the specs are good on it as well.

He pointed out that they can now launch a model in two years,

which, you know, that is insanely fast outside of China.

Renault's customer approach sets it apart.

He says strong dealer relationships.

They feel that they have a great setup with their Renault dealers.

While the EU wants a ban on anything that's not zero emission in 2035,

he thinks the real problem is that EVs are too expensive.

That slows carbon reduction.

He's arguing for less regulation, of course.

He's a CEO of any company wants less regulation.

And more technology freedom.

Okay, well, I get that.

His immediate goals are cutting costs, pushing European officials to act faster

and making clear that manufacturers can't grow the EV market alone.

But there are challenges with the charging network and electricity prices.

Hey, that whole thing about the charging network,

that's a bell that the car makers ring a lot, by the way.

And I'd hate for there to be politicians who aren't getting good advice,

getting good brief from their consultants and advisors,

because I think the charging infrastructure is incredibly good,

given that if you are building out a charging network,

if you're a CPO, you're a charge point operator,

it's a horrific business model because it's capital intensive.

You're not going to get your money back until, you know, the long game

and you, yeah, there's an exit.

People are never happy because you have to charge a price

that is more than they pay at home.

So, of course, they're not going to be happy with your service.

And the minute one doesn't work and look, it's engineering,

it's going to break, aircraft break,

and they're some of the most maintained machines on the planet.

And occasionally one of those just, I don't know,

has to have some maintenance.

In fact, probably a lot of the time that we don't know about, right?

And so, machines break.

And when a charger doesn't work, people are up in arms.

Horrible business.

The last thing I'd do is be a CPO.

Thank goodness.

There's companies and private equity and investment building the stuff.

And so, of course, the car companies want more all the time.

All right, Renault, you go do it.

Because Tesla did it with a super-charging network

and no one else was going to do it back in the day 10 years ago.

So, I get a little bit annoyed, can you tell,

when the car makers say, hey, more infrastructure?

All right, well, look, Tesla knew no one was going to do it.

So, they did it themselves.

Apart from that, I think pretty much on board

with what he has to say as well now.

Let's talk a little bit about Tesla dropping the Cybertruck base model.

Now, they did introduce this.

It's a rear-wheel drive Cybertruck.

But this week, I'd noticed they quietly dropped it.

They've stopped selling the rear-wheel drive.

It was the cheapest one, but not cheap by that much,

to be honest with you.

And they only just launched it as well a couple of months ago.

The rear-wheel drive was only 10 grand less

than the all-wheel drive at $69,990.

But you didn't just give up a motor.

You gave up their version of leather interior,

nearly all of the speakers, the touch screens in the back,

the powered tonneau cover, the utility outlets, and more.

The all-wheel drive is $79,990.

But you get all the luxury, all the tech upgrades.

You get more performance.

You get the second motor.

Why would you only save 10 grand if you're financing

over a period of years?

Almost no difference in monthly cost.

So, nobody took them up on the offer,

and now they're canceling it.

So, a long time ago,

Tesla really couldn't do a thing wrong in my eyes.

I mean, we're going back pre-COVID and stuff.

But everything they seemed to do was like,

yeah, that's brilliant.

That makes sense.

That's incredible.

They deserve everything.

And yet, when they came out with the rear-wheel drive version,

it was just a smidge less.

Like, I'm taking this article from Tesla Arti.

You cannot find a negative article on Tesla Arti.

Like, their business is pumping Tesla.

I don't know whether you'd call it a blog

or a journalism website or not.

They seem like it's nice.

I don't know anyone there.

But they're not reporting the facts on Tesla.

All right, if there's a 50-50 take on a Tesla story,

they're always coming down on the side of Elon's amazing.

Even they today in this article were like,

this was a ridiculous spec.

It's like, it can't because the CEO's not there.

Because Elon's not in,

I should call it Mr. Musk.

I don't know.

Mr. Musk isn't in the meeting where it's being discussed.

Like, I know he's hands-on and stuff with his businesses,

but you have to have a good set of lieutenants

and girls and boys running the company.

And that was like a massive misstep

after a ton of missteps that they've made.

And it's, I find it frustrating because I want Tesla

to be a winner and be a big winner.

And they do stuff like this.

Well, of course they didn't sell any.

And now they've got, they just quietly dropped it.

What we need is the Cybertruck to arrive

with the specs that we were promised.

And I guarantee loads more people would buy them,

funnily enough.

Or even go back into the reservation list

and things like that.

They were promised one thing when it arrived it wasn't

and they went, ah, okay.

Well, no worries.

And so that's why no one's buying Cybertrucks anymore.

It's been a massive issue.

And yet, I don't know,

the conversations moved on to robots or something

and no one seems to care that Cybertruck hasn't worked.

And more importantly,

that future Tesla vehicles might take the Cybertruck styling.

That would be madness.

Come on Tesla.

Just make more things like the Tesla Model Y L,

that long base, long wheelbase one in China

and over here as well.

That's a killer vehicle.

Like the new Model Y is killer.

And then the three row version six seat,

but that's so much utility.

And they say, well,

we won't bring it to the US.

And like, why not bring it to the US?

You'll guarantee to sell a ton of them.

I find it frustrating.

I find some weird calls being made there right now.

I want them to win.

And I don't know.

It's just that they never used to do stuff like this.

We'll take a break.

I will talk Model Y performance in a moment.

Talk BYD, talk EU car makers as well.

We'll talk zoos, all those things and more coming up.

Stick around.

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All right, welcome back to the podcast.

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Tesla's begun deliveries of the new Model Y performance.

Now in customers' hands, weeks after production

kicked off a gig of Berlin.

3.3 seconds, 0 to 60.

Big increase, like three and a half on the old one.

So engineering changes, 308 miles, EPA,

which is brilliant.

New or high-density cells on that.

New redesign, front and rear ends, carbon fiber spoiler.

Staggered wheels and tires.

New adaptive damping makes a big difference.

Upgraded brakes as well.

New drive modes to ventilated, heated

and supportive seats in the front.

Second row has the new perforated, heated,

power reclining seats.

Noise levels are much lower.

They've sorted out the acoustic glass and sound

dampening as well.

The dashboard has a bigger 16-inch QHD touchscreen.

Great ambient lighting as well.

And customer deliveries are now on in Europe,

Australia, New Zealand, North America.

I don't think so.

I'll check out the YouTube channels and the blogs

to someone posts that theirs has turned up in the driveway

and stuff like that.

But this is where Tesla excels.

They have made a brilliant product even better.

It's a no-brainer at some of their price points as well.

Well, actually a used one in a couple of years' time

is a big no-brainer given how popular they are.

And therefore, the depreciation as supply and demand

and stuff.

Right, let's talk about BYD.

This is a fascinating story next.

Antonio Filosa, the Stellantis CEO,

claimed that Leap Motor had outsold BYD in Germany.

Made a statement as part of this week's Just Gone

IAA Mobility Show in Munich.

It quickly drew a public response from BYD,

who smacked him down.

Very rare.

The Chinese have been playing super nicely in Europe,

by the way, keeping everyone sweet.

The company's Italian division put out a press release

that corrected the Stellantis CEO,

saying that actually no, January to August,

BYD, 8,610 cars in Germany, Leap Motor,

only 3,536.

What you said, sir, was a lie.

BYD broke the results down further between

BEVs and plug-in hybrids, so it wasn't likely

Leap Motor sold more BEVs, for instance.

They sold twice as many in Germany at BYD.

Germany's Federal Motor Transit Authority

confirming the BYD numbers after that as well.

BYD used the press release to spotlight the inaccurate claims,

an issue that had no attention when the CEO of Stellantis

said it, until BYD made an issue out of it.

Now everyone here is talking about it.

Quite rare, quite rare.

I mean, I don't expect companies to just accept

mistruths being told.

It's probably a mistake, wasn't it?

Let's face it, or I'm misspeaking.

People don't generally liars in business.

If it's an honest mistake or something,

or words muddled, or I don't know,

maybe just numbers got transposed.

Who knows? Maybe it will, I don't know.

But fascinating that BYD went out of their way

to tackle this one head-on,

not messing around and punchy.

Heavy two-footed tackle. Interesting.

European electric car sales are doing really well.

So watch out for any negative headlines you see.

In the first seven months of the year, they were up 38%.

Most manufacturers are now on course

to hit the fleet emissions targets,

which run through to 2027.

BMW, Renault, Stellantis, Volkswagen,

all ones that at some point

have had a good old few words to the regulators

to be like, give us some more help.

They're all now set to comply already

by different amounts, sure.

Volkswagen will hit the target exactly according to forecasts.

Mercedes-Benz is the only big car maker

that will probably miss the new emissions limits

and might have to do some trading

with those that have got an excess.

So Volvo, Polestar, et cetera, only make EVs.

Transport and environment are releasing this information.

Warns that if the politicians and the lawmakers

listen to some of the very heavy lobbying going on,

that any delay in implementing limits,

which has already slowed down some EV adoption in places,

would reduce sales by an estimated 2 million EVs

over the next two years, at the same time,

the price gap between electric and combustion models

widened slightly this year, actually.

Progress continues, though.

Battery costs are falling.

They've fallen already.

27% over the last three years.

They're forecast to carry on.

There's no end in sight for battery costs

coming down.

Charging infrastructure is already meeting.

They're quite ambitious EU targets

that were set globally.

EV uptake is happening as well.

And many of the emissions rules are already being hit.

You know, we have a mandate here in the UK

that all the car makers, some of them very vocally,

I'm a huge Ford fan, but I was a bit,

was a little bit frustrating

because Ford or one of the biggest ones

maybe a year ago, maybe a bit longer,

that were saying,

we're never going to hit the targets.

We're going to cut a ton of money.

Well, look, at the end of the year,

maybe they didn't hit the target through selling,

but through deferring things to future years

with some emissions trading with, you know,

their competitors in the industry.

No one actually paid a fine to our government, by the way.

So all of them got there in one way or another

and got the credits they needed.

And so, I don't know.

I always say, look, the job of a CEO

is just to complain about everything.

When it comes to politicians

or influencing regulations in your favor,

it's just the job, isn't it?

Like, yeah, you're given what they want

and they'll always want a little bit more.

The car industry always has the complain

and comply mentality, which is,

I'm going to whinge about it

and they nearly always comply with new regulations,

whether that's emissions tightening

over the last 20, 30 years

in the automotive industry.

We've always been told,

we can't do it, it's too expensive.

And then they do.

Now let's move on.

Zooks has launched public robotaxies in Vegas,

marking the debut of their fully autonomous pods.

These aren't cars.

These are purpose-built pods.

No steering wheel.

No pedals.

They seat four.

Get this, though.

The battery size is designed.

These things can just run and run and run.

133 kilowatt hours.

I triple checked.

Fact check this by the way,

because you'd think,

looking at the vehicle, there's no room for it.

But I mean, there certainly is room

for 133 kilowatt hour battery.

They'll do 75 miles an hour as well

and no steering wheel, but they don't.

They limit the speed, actually, to about 45.

But 16 hours of nonstop use before these things,

and they're never driving nonstop, are they?

In stop-start traffic.

Fully electric, of course.

Zooks now working in Las Vegas.

They've got about 50 vehicles.

They've got a big facility in Hayward, California

to make 10,000 robotaxies a year.

That's their way of doing it,

rather than converting a passenger car

from a Tesla kind of thing,

robotaxies style.

Now, ExxonMobil has developed

a new graphite material

that could make EVs last 30% longer in the battery.

I always do a health check at the beginning of this.

If an oil company is putting out a press release

about a development, is it greenwashing?

It's always the question you have to ask.

This seems like the real deal,

but I'm no expert.

CEO Darren Wood said several automakers

are testing the new anode material.

That tells me it probably is the real deal,

which lets EVs charge faster.

Of course, you have more range,

go further between charges,

and last longer as well.

Exxon purchased the assets

from a company called Superior Graphite.

They were in Chicago,

and they will start full-scale production.

Before the end of the decade,

Exxon's actually got a track record

with batteries, despite obviously

the obvious links to the oil industry

and fossil fuels.

They were connected to lithium-ion batteries

since the 1970s, when they were invented.

Plug-in hybrids

are the final story we'll talk about today.

There's been a version of this data

over the last however many years,

I've been doing it seven years

of this podcast that I'll see all the time,

and I can't believe we're still talking about it,

but it's worth saying, so no one ever forgets it,

plug-in hybrids must be plugged in.

They are marketed as a midway point,

a jumping off point

to going full electric.

A halfway house, if you like.

Training wheels, kind of thing.

So if you don't want to go full electric,

but you want to ditch your traditional

petrol car, plug-in hybrids,

e-revs, kind of thing,

they've got the bigger battery,

but they've got plug sockets on the side.

It's the perfect solution.

New data coming into the headquarters

at EV News Daily

from the European Environment Agency

pointing out that they looked at 127,000

plug-in hybrids over a two-year period.

And the actual CO2 emissions on the road

in real life

were so much higher.

Now, the official WLTP

numbers were between

somewhere like 28 and 38

grams of CO2 per kilometer.

The real world wasn't 28 to 38.

It was 134

to 139.

The gap is due to

the old way of testing

or all kind of classifying plug-in hybrids,

but some realistic assumptions

that nearly all the journeys they were on

were using electric power

and that they were charged at home.

In reality, if you got a plug-in hybrid

through your work,

because of the advantage tax situation

here in many European countries as well,

many of them only ever driven on petrol.

Europe plans to adjust,

continue adjusting their testing methods,

lowering the assumed electric driving share

in their calculations.

It's changing over time as well

to make it more accurate.

The car makers are still

doing these changes, by the way.

Concerned it would affect their competitiveness

to actually sell them.

Many people who own them don't charge their vehicles

increasing petrol use.

While plug-in hybrids represent

progress towards lower vehicle emissions,

stronger measures are needed.

I totally get it

if you feel very

against plug-in hybrids.

I don't have that level of feeling,

but I do appreciate some people doing it.

I totally respect it as well.

I can't really change what I do here.

I don't want to, but

you know, message heard.

Like, yep, agree?

Yeah, can't do much about it.

I've got to talk about plug-in hybrids and e-revs.

They're a big part of the industry,

but message received.

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Megawatt Charging From Kempower, Rivian CEO On Answering China and Tiny Honda N-One E | 14 Sep 2025

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