November 2025 New BEV Sales Report Australia: Tesla, BYD, & Zeekr Lead

Music.

Hey everyone, I'm Tom. Welcome to the EV show by Ludacris Feed Live. Nice of you to join

us this Wednesday 3rd of December 2025. We are getting to the pointy end of the year.

I hope you're all wrapping up the year or getting busy or whatever it is you're doing. I hope you're

all well. It's been a nice day here in Sydney. Hopefully it's been well as well wherever you're

watching from tonight. We'll listen to it on audio podcast. Thanks for joining us to kick

things off. Let's say hello to one of our regular guests. In fact, our co-host for the

evening. Let's say hello to Rears himself. Hey Rears, how are you doing?

Hey Tom, good to be back. I caught up with your live stream last week with Roland

and Joy, of course, but it was good fun to see the recap of the trip and all the other

discussions. But yeah, back here. I think we've got a few things to talk about and hopefully

have a few laughs along the way as well. Yes, indeed. Yes, welcome back Rears. I forgot to

say yes. Nice to have you back again, of course. We'll talk about your trip very shortly,

but yes, Roland does sent his apologies. I couldn't make it tonight, so I hope you're well,

Roland, just spending time with family, of course. Let's say hello to some of our regulars before

we kick off the evening. So hello to H2 Ryder. Hello there and hello to Richard. Nice to see

you. Hello there and hello, John. Hello, Andrew. Hello, Xander. Nice of you guys to

join us and girls on a very barmy evening here in Sydney. Hello from Brisbane. No storms this week.

Why is being towed tomorrow for windscreen? Yeah, so be bye-bye. Okay, that's great.

Hello, Senecro. Hello, hello. And hello, Evias as well. Hello, Jean. And hello, Tony Dowell.

Thanks for joining us, guys. And if you're watching on replay, make sure you drop a

comment as well. And if you are listening to us on audio podcast, thanks for joining us.

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good prices. And of course, thank you to Caleb as well. Thank you, Riz,

data to empower Australia. This EV revolution, that's who you go to for

good, solid data. That's why, how you get things done with data.

So Riz, you're back. When did you get back? I got back on Sunday morning.

It was a bit of a queue at the Bonser lounge. So I had to just, you know,

let people know that, look, I was coming through, they rolled out the purple carpet,

which is official Bonser colors. And yeah, they finally got back and

was in China for about 10, 11 days in Guangzhou first, where obviously Tom,

you were as well, you enjoy. And then a couple of days in Shenzhen at the end,

looking at some cool bit of sort of EV tech that's coming around and also autonomous vehicles.

Shenzhen is the place to go if you want to see, you know, you'll be having a cup of coffee

outside in the street and all of a sudden a random autonomous vehicle will drive past you

and you're like, what was that? And then you see another one and then another one.

They're all little delivery vehicles that are just mining their own business. I don't know where

they're coming from or where they're going. Sort of drone delivery sitting in a shopping center.

Wow. That's Cocoa Park for some of you that have been to Shenzhen, just sitting there having

a cup of tea and then all you see is this little drone come up, pick up something and

take it away somewhere. Don't know where it's coming from or where it's going. But good time in

China. And surprisingly, it was warmer there than it was here in Melbourne. And today is sort

of the first warm evening since I've come back. So a few things to share. But yeah,

those are you that have checked out. Tom and Joy's walk around the Guangzhou show.

You get a gist of what's going on. Apparently that show got 855,000 visitors over 10 days.

That's huge news. That's only slightly more than the Melbourne and Sydney shows we've had this year.

Those numbers are magic. They're just like, I just can't even fathom how big those numbers are.

And you know, you would, there is like the 10 or whatever, 12 halls. Yeah.

Like you can see why it would take that many numbers, right?

It's still big. Like it was a bit later, a bit differently to the Shanghai show,

but it was still just massive, the scale of everything. BYD had a whole hall, like as you do.

And then if they weren't done at the back of the hall, if you walked out through the sun,

they had a big pond where they could have the Yang Meng go for a swim. And people were queuing

up to go in. They had the, I think people would have seen in your video as well, the

U9 Extreme, the world's fastest car, I think achieving 496 kilometers an hour.

You know, that's what they were showcasing. And they were also showcasing their flash

charging, the megawatt charging, which I thought was cool that companies are starting to

showcase that as well. So anyone that's interested, check out Tom's video.

Yeah. For me, the flotation tank was quite the highlight. I thought like it was,

it was big, it was bold as BYD, but you know what, it drew a crowd, as you said.

It's amazing that it gave rides to people. I don't think they gave rides to the press,

maybe they did, but I was just watching it in awe. Just watching the four guys in there just

vlogging and just floating around in this massive tank that was 1.6 meters in height.

Yeah, it was crazy, right? They do things differently in China. And yes, it is a

glimpse of a potential future. As you said with the drone deliveries,

I was impressed already with the robots bringing food up the elevators and the hotel was

staying up in front. Drone at his next level. That's 3D.

Look, things seem to be moving pretty quickly. And you know, with some of those brands wanting

to come to the Australian market as well, it's quite nice to sort of get to see them

a bit up at the front in terms of the type of products they have and what they're planning

on bringing in. And it was a little bit of a comeback of the legacy automakers as well.

We saw a few models from Toyota. I think they're made by GAC, which is just recently launched in

Australia. And Honda had a model there as well. I'm not sure who makes that one.

Also, it was a bit of interesting to see the likes of X-Peng and Neo, the Chinese startups

that are trying to become more of a scale-ups as they expand into global markets.

Yeah, I love that they're taking these shows overseas because you get to see what

the state of play is, right? I mean, in Australia, we get a nice little taste of it.

But to go to the mothership, so to speak, you get to see all the brands they're laid out and

the relative scale of each one and what they're doing. And they're all trying to outdo each

other, as you know, Riz, but they're all quite impressive in their own right. So,

yeah, it was a good, good experience. And as Richard said, Shanghai was 1.3 million

visitors, Guangzhou. This is like, it's obviously a smaller show, but still 800,000

people. That's just crazy, right? It's like filling the MCG every day for 10 days,

not even the cricket gets crowds like that 100%. I don't think even the Formula One will get

crowds like that. It's unbelievable. It's good stuff. And yeah, speaking of numbers,

yes, look, November, looking strong. Great to see something on the G6 reports over 2,000

sold year to date. Can you verify that for us, Riz? That would be interesting. Brett,

if you know the source, I'm going to have a quick look while we are loading up

sort of November data. But yeah, I think all in all, the market's recovering. Well,

not recovering. It's gotten up compared to where it was in October, which is good to see.

That's right. Yeah, as Riz looks that up for us, I'll just quickly introduce this

next, well, our first article for the night, EV sales bounce back as Riz says for November 2025,

Zika 7X leaping in the top three Riz writes, which is good. That's on the back of obviously

3,000 pre-orders. So some of these cars are starting to roll out into our new car

market, which is good. So 9.1% Riz for the month of November 2025, which is 9,000 odd cars.

It's a nice convenient figure, isn't it? 9% 9,000 cars. So obviously 100,000 new cars every

year for Australia, sorry, every month for Australia, which is very convenient. Like I

said, up from 7.3% in October. So that's good. So yeah, we're starting to see some rise.

I had a quick look. We haven't got the X-Pen figures yet. But last time I checked,

we were looking at sort of 2000 shipped into the country overall. There might be a few more now. I'd

expect probably 22, 2300. But yeah, waiting to get those official figures as well for then that

would make it sort of around 2000 for the year. So far, obviously, there's a bit of a runout on

and there were a whole lot of incentives, you know, we've seen BYD do stuff with the

cashback offers there recently last week up the offer on the C-Line 7 premium from $3,000 cashback

to $4,000 if you place an order by December 14th and take delivery by the end of the month.

We're seeing a whole lot more stuff starting to come through as well.

And yeah, all in all, I think it's a healthy market. First 11 months last year, we were

around $83,000. This year, we're sort of heading towards $93,000 excluding those X-Pen and smart

sales. So more like, you know, $95,000, a bit more than that.

So I think we're going to finish the year pretty close to 10% on average if you take the total

sales. That's good. Which is very good. Yeah, I know there's a few other specials. I think

D-POW is also having a special as well. I think deals from Polestar, I think I saw it. I get these

emails as you do, I'm sure Riz, flooding into your inbox. Yeah, we know Tesla's got something too,

I think potentially. They've got the FSD transfer thing going on. I think they had one more offer

of some sort. Geely, of course, has I think they had a $2,000 cashback offer on. So plenty

of offers. And I think it's just starting to, you know, it's just things are starting to pick up a

little bit. Yeah, look, Tristan's saying just got to discount a new Model Y real drive off the inventory

fantastic. And Necro is saying, I know there wasn't any official announcement from Zika, that's

right, regarding 7GT. There's some viewers who have told me that some dealers have been

happy to take deposits for the 7GT. I'm sure they have been. But yeah, look, I think

reading between the lines, it's safe to say they're probably looking at least scoping the market,

which will be very exciting for wagon fans for 2026, which is good. Thank you, Jason. Ten ludicrous

feed memberships. Much appreciated. That's great. Thank you so much. Hey, up in Guangzhou,

just going from stand to stand. It was quite interesting. There's a few wagon models. Of

course, we know the Neo ET5 Touring. They call it the wagon that they've got. I mean,

that's very sleek car. The Zika 007 GT or 7GT, I think that's also very, very clean. I saw a

couple at the Zika showroom there. They actually look quite good in white, surprisingly. And

you know, obviously we've seen the, I think it was like a purpley sort of a car that they bought

out for the shows in Australia. So yeah, hopefully, wagons make a little bit of a comeback.

Interesting to see here, top 12, I think models we've got listed there. Yep,

that's right. Tesla Model Y, again, topping the charts. And it's quite evident walking around

or driving around Sydney. That's, yeah, they're certainly very prevalent at the moment, which

is good. Tesla Model Y, very popular car and for rightly so. BYDC Line 7 is still up there in

the mix. Thousand-odd sales still going strong, still very good value. And as we said earlier,

Zika 7X, 600 sales. So that's a fifth, I guess, of the 3000 odd pre-orders they've had so far.

Yeah, that's looking pretty good in terms of the total number of sales.

And of course, I think the other thing that's starting to happen now, Tom, is that

the reviews are starting to come out. And now people are also sort of comparing things

and having a look on the internet and seeing them in person and sort of getting a bit bowed

by the car in person and really starting to take that up as well. I think that made up around

15% of the total mid-size premium SUV market. So, you know, all in all, I think,

good first complete month of deliveries. Because I think in October, they sort of started

mid-way through the month. If that's anything to go by, you know, next couple of months,

we're going to see relatively good numbers coming through. And like I said, the reviews

and content creators like yourself enjoy this time to get out there now and

more people will get to learn a little bit more about the car, but more importantly,

about the brand and, you know, walk into showrooms and test drive with themselves

and see what they think. Yeah, we were lucky enough to get the Long Range Rural Drive last

week from Zika. It was a very nice surprise. Got a phone call from Zika themselves and said,

hey, do you want to take this car? I'm not going to say no to a Zika 7X. So, yeah, we tested that.

Look, I think, honestly, that'd be my pick, that the 7X Long Range Rural Drive is just a nice

compromise between performance and range. And we, as you might have seen our content, we

drove it out to the Amphol Chargers. The 400 kilowatt ones were broken, unfortunately,

but we did test it on the 360 kilowatts out of the Eastern Creek Westbound Amphol Foodery. And

we got 24 to 80 percent in 12 minutes. That's like mind blowing. I was very shocked at how

fast that was. So that's just enough time for a number one and a cup of coffee, I reckon.

Borderline number two, that's what we have these times for now. But yeah, very, very

impressive car. And we have the Tesla Model Y performance at the moment on loan. So we will

release that content shortly, just comparing that with the Zika 7X. I think that's a very

interesting argument between the two cars. So stay tuned for that on the channel.

So really interesting to see Model 3 also up there in the mix, 433 sales still?

Yeah, starting to get up there. Of course, November was a relatively big month for Tesla. Not

so much like, I mean, the sales are doing, they're pretty reasonable, but it was a big

month with the showcase that they did at everything electric. So the showcase,

the Model Y performance or unveil that. But more importantly, they have what I believe is a

world first where they had 600 plus FSD test drives that they conducted. And I think blew a

lot of minds away in terms of just how developed that tech is overall. I can also see our other

EV owner friends as well that are, you know, driving X-pangs, Zika's and other BYD models that

are starting to say, well, very similar tech for our vehicles. So, you know, as you and Joy have

tested the XNGP, the tech is being developed and it's working in some markets. How quickly it

can get to international markets, I would probably say that at the earliest, it will be 2027.

And that's sort of being realistic about the situation because we have to think about this,

that Tesla has been testing things under cover in Australia for three, four years, Tom. I think

we remember a couple of our viewers have been those test drivers for Tesla in the past. So,

you know, now all of that work and data being collected and sort of different scenarios is coming

together in the software that's being delivered. So, interesting to see how what the flow on effect

is from that everything electric drives that they did. But yeah, at this point in time,

that is a big point of difference that Tesla has as a brand that very hard for pretty much

anyone else on that list to sort of have a similar offering.

Yeah, correct. I think everything electric FSD drives were phenomenal. And congratulations to

Kevin from Tesla and his team for doing that, for being so bold to allow half an hour test drives

in Melbourne. I thought that was a phenomenal effort. And you're right, it's been trained

in on Australian roads for at least two, I think three years from memory.

At the recent XPlane trip that Joy and I went on, we did ask the question

at one of the public forums. I said, look, Tesla's been training this on our roads for three years now.

You know, I think XNGP is probably the closest of all the brands that can come to Australia.

And we don't, as far as we know, don't have any cars that can drive XNGP on Australian roads.

There's only one orange chip in the G6s that we have. So, yeah, it's going to be hard,

I think. And as you said, Tesla is ahead in that regard, but having driven XNGP in China,

and I can't release that content yet. It is still under embargo, but Joy and I have actually driven

XNGP in Guangzhou behind the wheel. So, stay tuned. It's coming when the embargo lifts. But

it was phenomenal for their scenario, for like Chinese roads. It's still very good. So,

I don't think they're behind. I think they're just not rolling it out international markets

just yet. So, it's going to be a very interesting decade or end of the decade where

all this happens, as we all get rid of this tech.

Definitely. Look, when I got a chance to have a test drive of it back in July when I popped into

their old HQ in Guangzhou, and I was just using the Mona, the top spec Mona that, oh, actually,

that's an important point. In Guangzhou and Shenzhen, the amount of X-Peng monos I saw,

it's amazing. It was like they were everywhere.

Yep. Agreed. People hadn't modified them. People put spoilers on them. It's like an affordable sort

of, it was very cool. So, yeah, the top spec Mona, which is obviously made by X-Peng,

has also got the XNGP capabilities. The G7, obviously the new G6, the P7, all of the

newer ones with those Turing chips. X9 have got the capability and they do perform

relatively well in my experience. Of course, looking forward to how they progressed,

given Tom and Joy have sort of tested it pretty recently.

One, I guess, it's very hard to tell. The last official confirmation was from the CEO of X-Peng

in Munich. Munich? Yeah, the IAA show recently in Europe where they said that 2026 is when

they're looking at Q4 into the European market and then who knows what happens after that for

the rest of the world. So, if you're interested in what this technology is like,

I think you can go and test, do test drives at certain Tesla showrooms,

FSD supervised test drives. If not available already, there will be shortly. So, yeah,

just worth, if nothing else, just to see what it's actually like.

Yeah, 100%. It's quite mind blowing. It's still level 2, 8S, but it's really high level 2.

It's phenomenal, actually. How far it's come? Let's take some comments. We will go through

the rest of this, by the way. I know we're off on a tangent, but it was worth exploring.

What have we got here? So, Darryl's saying, yeah, very similar to 7X Performance,

38, 35 to 80% in 10 minutes. Phenomenal. That's great, Darryl. Unbelievable, isn't it?

How fast that is? That's borderline number 2, like I said.

Steve, yeah, did a FSD test at EE? Yep, 100%. Great to see them front and centre there in

Melbourne at the show grounds there. Yeah, EVAZ subscribed FSD this month. Good.

Yep, I agree with you. It is very good. Some small issues, of course. Not perfect,

but it'll be good to see how it progresses. Same with XNGP. Look, it's good. Not perfect,

but still very high level 2, 8S. I'm with you, Tony. I think Tesla's still the one to

catch in Australia, I think. They're ahead of the game here in terms of autonomy, so yeah,

it's just they've set the benchmark as usual for the rest of them to catch.

And yes, yeah, Huawei, I think it's universally known as the best ADAS or

self-driving system in China. So it's quite a common, you know, common trend.

People say that is the best. I haven't tried it yet myself. I think Riz, you have?

Yeah, I did in Wushi, it was a city of, you know, I think about 8 million people outside of Shanghai.

This was back in April. And that system particularly relies heavily on the vision,

the cameras, of course, which Huawei has a very good software hardware stack,

but also LiDARs. So there's quite a lot of expensive LiDARs on that system as well.

And it does very well. It does very well. I mean, most proper autonomous vehicles, when we say proper,

like proper robot axes that have been operating level four spec in most parts of the world,

you know, think of AMO and, you know, Tesla robot axes will get there as well,

but other Baidu and others in China, they all use a lot of LiDARs. It's very expensive.

I don't know if that's the right approach or not, but Huawei does use quite a lot of

LiDARs in their premium to high end equipped vehicles. And it works very, very well. It's very

precise in most conditions. And having said that, you know, it would be really interesting to see

comparisons out of China between the multiple different types of systems.

At the moment, we're not comparing apples with apples because the Tesla stuff isn't fully

available there. Some people are saying Q1 next year. Europe as well. I think Europe was interesting

this week. They still have a lot of a few regulatory hurdles because the European Union hasn't approved

it. But at the same time, they are starting somehow they found a loophole where they're giving

you test rides. So if you want to test ride in a couple of countries, I think France,

Germany and one more Spain, was it? Yeah, Spain, I think you can get them there.

But yeah, it will be 2026, especially the first half will be quite a bit of a race,

Vamo versus Tesla versus, I guess, some of the, you know, X-Pen to a certain degree.

The difficulty with Huawei, of course, is that, you know, we've seen the complications with

that in the past with Huawei tech being, you know, not available in certain markets.

So that would be an interesting one to see. But I think all in all the more autonomy that we can

get the better it is. There was an article earlier this week, or maybe it was out of a Tesla report

that they've looked at all the FSD supervised data and they believe that for minor and major

accidents on FSD supervised, they're seven times less likely.

Okay. So not sure how you compare or benchmark that, but if you go with what they're saying,

then it is, you know, as the fleet grows, it's going to, and as more vehicles, not only Tesla,

but others are autonomous as well, it's technically going to make our roads safer.

Yeah, look, I felt that certainly driving X-MGP in China, obviously not being a local driver.

I didn't know the roads at all, not to mention that's left hand drive. So, you know,

driving it, it's just freaky as a normal manual driver. But then you put on X-MGP,

and suddenly you realize the value of autonomy of level, very high level 2A dash where the car

is driving much better than you can, much calmer, much safer. And then you take over if there's

an issue, which I did a couple of times. But yeah, and I met someone who might be watching

now actually, I met someone at everything electric who had a disability. And they just

meant, you know, talked to me for a little while just on the floor, say how much, how effective

FSD would be for their life, because it would prolong the amount of time they can drive a car,

or at least be independent in a car with FSD, because they can go to the shops,

they can do whatever they want, and still have that independence, right? That's,

I think that's where FSD could be very useful. Giving those with accessibility issues

more freedom to get around town. So I think I could see a huge market for that use.

Yeah, let's, let's push on with the rest of this list. I know we've gone on a huge tangent, but

you know, it's good that we talked about this. I think it's really important.

GLEX 5, great 412 sales, still a great car. ADO 2, making those for the first time, of course.

It's good to see them being delivered. ADO 1, I have not driven yet in Australia.

In fact, I haven't driven ADO 2 either, joy has. But hopefully there'll be a

media day for ADO 1s as well in early 2026. EV 5, that's good to see them still up there.

ADO 3 still doing the good thing there is in the top 10. And look, this is one I'm happy with.

MG S5, 222 sales, what a great little car. Still very happy with ours. And of course,

Spewide Seal, Soft Touch, you know, got to soft place my heart for the, for the seal.

And MG4 and Dolphins, rounding up the top 12 there. So there you go.

There's still some love for hatchbacks. That's, that's a good thing. I think we would

like to see more. But yeah, I think it's, it's a good mix. Obviously we're missing

wagons from that list. We're missing micro hatchbacks, which I guess the ADO 1 will

play a bit of a role. This week, speaking of sort of looking at Geely, which is,

you know, still holding, holding on up there in sort of the, what is it, top five?

Yep. Geely for life. Geely for life. That's right.

EX2, the smaller, I think you've driven Tom, the, what's it called, Xinyuan?

Xinyuan, yep. Xinyuan, China's best selling car this year, almost 400,000 units out doing the

BYD Seagull, which is the ADO 1, and the Model Y, which stands at number three, I think in

China. But the EX2, that's what it will be called in the Thailand market. It's about to be released,

I think with a price of equivalent to under 20,000 Australian dollars.

No way. That's, that's phenomenal. I hope that's a, that carries across to Australia,

because that will blow the other one out of the water. Seriously. Wow. What a great little car.

So we're talking like nearly a dolphin sized car.

Yes, a real drive. Oh, okay. Yeah. Yeah. Yeah. Oh, it's a phenomenal car. Hopefully it does come.

Yeah. Yeah. I mean, we got to drive it in April this year on our, on our trip there. So hopefully

they were just testing the market there with those cars. So fingers crossed. Yeah,

how is the MG4 still making the top 10? I mean, it's still a great car.

Oh, top 11. That's still a good car. I did see the front wheel drive version in

Guangzhou at the show. It's a little bit rounder, a little bit more bubbly, cuter.

And yeah, Tony, I agree. The Neo Firefly will be good to add to that mix as well.

So that, I guess the latest on Neo Firefly,

saw a few of them at the show in Guangzhou and around Guangzhou and Chenjian. But

the latest appears to be that it's going to Singapore in right hand drive. And

there's some talk, someone not sure who has spoken to car expert about

they're in the final stages of selecting a distributor for our local market.

That was reported by a Fonzo who usually covers Neo news.

Can't remember his exact website, but yeah, he's on X. So

sounds like that's happening. And then I think William Lee, which is their CEO,

has said something, or one of their senior leaders has said something about

Envo heading to right hand drive markets as well, which I think would be

good competition in that medium to large electric SUV segment with their L60 and more

recently the L90. Yeah, I've seen them a couple of times now in those shows in China. Yeah,

they're phenomenal. Good value cars. And of course, the Xiaomi Su7, U7,

if it ever does come to Australia, again, good value, nice looking car to add to the mix.

So 2026, 2027 could be very interesting. Next couple of years, I think for these cars.

All right, let's push on guys. Thanks for joining us. We'll just quickly stop and

just whoops, not that one. This one just say thank you to our sponsors. Thank you to

Handcook driving emotion EV ion tires. And thank you also to Power Shop for your EV day

and EV night plans. If you don't like wholesale pricing, then if you want some good plans to

charge your car, that is Power Shop. Check out the links in the video description.

And also to the car loop as well. Thank you to Riz and his team, Dada Dung Power Australia's EV

Revolution. Thank you to our sponsors. Okay, let's push on. So yes, Daz, I can see in the

chat there. Nope, got to get this right one day. Okay. Daz in the chat saying,

yes, Zika long range wins money magazine's best value luxury electric car category.

Yes, I like how they put that next to the Porsche Mechan 4. I think I'll definitely take a Zika 7x

long range over that. And yeah, I am six. Of course, that's the other sort of car in that

in that range and the price range too. So good to see Zika up there winning awards.

Quick question. How do they work on the resale value? Oh, where's that?

In the table? Oh, yes. 70%. Yeah, okay. Yeah, I don't know. AI, Riz. It's got to be AI.

I mean, look, it's good for Zika in that case. The 7x, which, you know, maybe they're going

off the looks, which it's pretty cool. But yeah, still a good win.

Good for Zika. There it is there. Gee, was the Daz at a dinner or something? Like a fancy dinner

with all the silverware? Next Daz. And also this one too. So this is MGS5 winning, hang on,

that same same dinner. Best value electric car, Goldwinner MGS5 Excite 49. That is

not quite the exact car I have. We have the, what's it called? The next one, Essence 49. So

the Rollinspec Essence 49. So 42, we paid 40 and 490 for this car. And yes, I have to

agree it is a very good car indeed. Rural drive, 410Ks of range. I'd say that's probably a bit

inflated. I'd say it probably closer to 350. Still pretty good. Up against the Geely EX5,

Skoda Enyaq. Yeah, I think the Geely EX5, yeah, should have won, you know,

either one could have won honestly. Geely EX5 or MGS5, both very good cars. So

thanks Daz for sharing that. I agree Andrew, 70% without a timeline is meaningless.

Yeah, I don't know where they pulled that figure out from. Yeah, good pick upers.

Yeah, thank you Tony. Recommending Hancock. Pirelli's are definitely wearing out,

lucky to get 40,000Ks compared to the 75,000K warranty from Hancock. Yeah, test out that

warranty for sure, for sure. Okay, pushing on. So someone asked about charging news. So

this is just really quickly EVX, which is that, you know, the curbside charging people

all across New South Wales and Sydney now on the ChargeFox network, which is really good to see.

I've certainly seen them in the lower North Shore of Sydney, which is great, more sort of high

density living around this part of the world. And there's the press release there. So in

addition to ChargeFox adding HGL curbside charging, now EVX is also on the network as well in

New South Wales, which is good. Doing good things Riz in that curbside space, EVX?

Yeah, there've been quite a lot of the shows that we've been to. I think they were also at

everything electric recently. So, you know, good on them if they can roll this sort of hardware

out to more places. And let's hope that, you know, the grid operators or the distribution

networks will make it very hard for them because they've been doing it for a long time and they're

pretty good at it. So I think more of these we can see in our inner city and areas where

people would spend, you know, don't have access to off-street parking. I think this is a good way to

go. Yeah, it's a good point as well. This agreement is another step to ending app fatigue,

where drivers must manage multiple apps and accounts for different public charging networks.

So, yeah, that's good. Yeah, there you go. That's EVX on ChargeFox. Just a bit more

charging news. So, Richard is saying, we have a new farthest North Tesla charging site in Australia

in Tully, Queensland. Must have been, I'm not sure where Tully is, but it sounds quite North

between Townsville and Cairns. That's good. Great value for Tesla owners as well. So,

that's good. Yeah, six Supercharters, 250 kilowatts, 41 cents. Wow, that's pretty cheap.

Very cheap. Yeah, encouraging tourism up there. How dare they? No, that's good.

Pricing for Non-Teslas 58. Still, that's still pretty good for Non-Teslas.

Still pretty cheap. Yeah, still pretty good. Yeah, that's good. Well, if anybody has got a photo of

you charging up in Tully, send us a photo. We'll show that on the show next time.

Tully, a little down from Cairns, where the big gum boot is. Thank you very much.

And Tony is saying, the wettest place in Australia. There you go. Stuff I did not

know prior to tonight. Richard's saying your EVX also own their own charges and

manufacture them as well. That's good. Highly integrated. Great to see.

Thank you. And where you turn to Mission Beach and Dunk Island. Look at that. Fun facts.

I did not know all this prior to tonight. Sugar cane country and the facts keep coming.

Yes, I know. I know North Queensland is sugar cane territory for sure.

Python country. I mean, I don't know. Crocodiles. Yeah, Crocodiles. Yeah, lots of good stuff up there.

Yeah, did you hear this news this week about Tesla FSD?

30-day free trial for all V14? I'm sorry, how do we have four owners in the US? That's pretty

good. Yeah, it's actually, I think it's North America they're saying, which means, I hope,

it means probably Canada and Mexico and a couple of other markets, but approximately one and a half

million owners. That's a lot. And that's just hard way for apparently. Yeah, very smart. Why

not, right? If you're that confident in the product, just let everyone have a go. Why not?

But the timing, right? Like if you, if let's say they announced it on the 27th or whenever

it actually starts, that will go through most of the pre-Christmas break, Christmas holidays

that people are traveling, obviously not much further than depends on when you activated, but

that's great news. It's like what they did, Tom, if you remember a couple of years ago for

basic autopilot users, I think they gave away enhanced autopilot for a month or also

just to try it out over the sort of Christmas break. So great way to do it. Maybe this will

be for us next year when we have version 14, assuming it gets here.

Yeah. Yeah, that's a great move. So yeah, like you said, really good to get that trial here as well

for everyone else to have a go. And of course, we're still waiting for hardware through owners to

get the FSD too. So waiting on that news, we'll certainly talk about that if that were to

happen. Now I'm seeing some chatter about few chargers getting their cables stolen. That's

not so good. Not good at all. Vandals, what can you do, hey? What can you do? I mean cameras,

security, not sure. It's happened before, right? It's happened before. Vandalism

does occur at pretty much anything and everything. You only have to go around

most of our highways and freeways and somehow people managed to get on top of

those signs, the highway signs, and tag them and all the rest of that sort of stuff. But yeah,

hopefully a bit more security. And I guess those people, I hope they're proud of what

they're doing because it's not something you would do. I hope your parents are proud too.

Amcharge, Karangal had all eight cut over the weekend. That's just terrible. I mean,

this is why we're kind of nice things, unfortunately. Yeah. I mean, really,

I've been to China many times. This is why we're kind of nice things. They've got nice things there

because I know you might argue that yes, they're being watched or whatnot, but

there's got to be a happy medium somewhere, right? I don't know. It's hard. Yeah, stealing for the

copper. Yep, for the copper probably. I don't know what it is. Quick hit, whatever you want.

Yeah, it makes me sad actually. It makes me sad this kind of thing is happening because

this is a public property, right? This is for people to use. Yeah, makes me upset.

What can you do? We the superchargers don't have cameras? Yeah, they don't actually.

I don't think they do. Do they? They've got lighting, but whether they're being watched,

I'm not sure. What's the answer? Putting cameras, putting shelter, playing loud music?

Not sure. Not sure. Suggestion? We're just saying it might be two to three dollars worth of copper

in each cable. Well, not for a cheeseburger, I guess. Yeah, I think it's the copper, not anti-EV,

I'd say. On brighter news, though, look at this. Roland can't join us tonight. He did

just send out a post about the Denza. Now, I also thought Denza was just bringing their

PHEVs, but it looks like they're also bringing an EV as well, the D9.

Yeah, the electric people move a quite nice vehicle. I think they already sell it in Hong Kong and

possibly Thailand as well. So yeah, all electric. It'd be good to see we're on.

This usually, I mean, when it gets approved, it's about six months, three to six months

before these vehicles are ready to sort of hit the showrooms. There's a couple of Denza showrooms

actually about to open. I think one in Melbourne and possibly one in Sydney on this side of Christmas.

So the brand launch is 8th or 9th of December. So maybe there'll be some news on this

on this car along with the B5 and the B8 plug-in hybrid

off-roading looking vehicles. Do you feel like the people-mover segment is about to take off in

this country? We've got the carnival. There's not that many Honda Odyssey, not many big people

movers. Do you feel like the trend will follow Asia where we start to get multi-generational

family living? People need bigger cars. You'll see the X9 from X-Pang. Denza, you'll see what

else? Zika Zika 9. That's it. So is this the trend? Well, the 009, surprisingly, sold 15 of them last

month. So people are buying them. Anything over 10 is a good month. That's a lot of car. If you

think about it, that's a huge amount of money. It's a lot of car as well, but it's a huge

amount of money. If you think about the fact that Zika is still a new brand, the quality of

product is extremely high. So clearly they're doing a lot of things right to convince people.

So yeah, maybe there is a market of opening up. Obviously, if you think about, I think you

touched on earlier, the larger families and those that want luxury, given it's pretty

common, even if as early adopters, it's families of Asian backgrounds or others that have an

affinity with brands like BYD, Denza, Zika and others, could be early adopters and then other

people will see it and maybe it will catch on. So it depends on how they price this.

Surprisingly, I think the Hyundai Staria, which of course is an ICE van, that sells relatively well.

Kia Carnival, of course, has a bit of a reputation as well.

So maybe that segment is changing and maybe some people just don't want SUVs anymore.

Yeah. I mean, if I had extra people living in the house with us, I'd definitely take one of these

over a big SUV. I just feel like you might as well for ease of access. The seats move better.

Even with a six-seat, you can climb through the middle. Van-style opening doors, easy to get

in and out of. Yeah, it makes a lot of sense. So yeah, maybe the Chinese brands know something we

don't. They're positioning themselves for the next few years where it's going to take off.

Yeah, Justin's saying we are looking at a people mover. That's good. That's good.

Justin's saying also move to Brisbane and the street across from my house is five Zika.

What? That's five Zika 009s in the street. No way. That's a lot of Zika's.

Jeez. Kia EV9 seems to be a flop here. I don't know. It is not many selling, right?

No, they're not. I think apart from the EV5 and some months the EV3, the rest of the Kia lineup

is a little bit on the weaker end. I did get to see the Kia PV5 at a fleet show recently.

It does look cool. I think that has a six-seater version or like a people mover type of version

of that vehicle. So, hey, maybe that is the resurgence of some sort. Could be. Could be.

House prices are expensive. People have to stay home longer. So you never know. I like this

comment here. Random says, I can recommend a celebrity advocate for BYD Global Rollout,

Tony Danzer from Who's the Boss? I love it. I think of Tony Danzer as well, actually.

I think of Danzer. Nice. I saw VWBuzz recently. I see ID4s and 5s occasionally as well.

Not super popular, but they are around. Yeah. Cool. All right. Well, we might actually end

the show early, Riz, if that's okay with you. It's been a big couple of weeks,

obviously, for both of us, back from China and abroad and so on. But good to have you back,

Riz. And thanks for joining us tonight, as always. Likewise, Tom. And the crew, of course,

you know, this show is nothing without the audience and all the things that you bring to

the table and the learning that we have. I think it's going to be, 2026 is going to be pretty

interesting. We're sort of moving away from early adopters now. So moving into early

mainstream. You know, I think it's so much choice. And I think the price,

probably the price war, it's just starting. It really is. Yeah. And seeing 9% sales in November

is pretty good. You know, I think this year was off to a slow start. We're seeing like

5%, 6% sales earlier on this year. So I'm curious to see what the early next year,

those kind of numbers will be like in the first few months, as we know it's traditionally

a little bit slow. So hopefully we see more consistent 10% figures in 2026.

All right, gents and ladies in the chat and Riz, thank you for joining us tonight.

I will be off on another couple of weeks break. It's a school holiday starting this weekend

with the kids. So taking some time off to enjoy their company. But we'll be back

hopefully for a show either before Christmas or afterwards. So we'll let you know regardless.

But yeah, as Riz said, thank you guys and girls in the chat. The show is nothing without you.

We do depend on your tips and tags on social media. So keep those coming, keep those pictures

coming. Whatever you see on the road, tag us, see anything camo, let us know as well.

That's they're the best ones. They can't be everywhere, but with your help, we certainly

can be. So thank you very much. All right, Riz, thanks so much for your time.

Thank you to Roland for this year too. Hopefully he's enjoying his time with his family.

And thank you to our sponsors as always. Thank you, Riz. Have a good night.

See you guys. Bye.

November 2025 New BEV Sales Report Australia: Tesla, BYD, & Zeekr Lead

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