The latest episode dives into the debut of the Polestar 5 at the IAA Motor Show, highlighting its impressive specs and sustainable design. Leapmotor's B5 electric hatchback is also discussed, showcasing its competitive pricing and features. Skoda's Vision O electric estate concept is revealed, emphasizing practicality and innovative technology. Additionally, updates on Rimac's battery platforms, Lucid's expansion in Europe, and Tesla's new energy products are covered, alongside insights into the evolving EV market landscape and charging infrastructure advancements.
Topics:polestar 5 debutleapmotor b5skoda vision orimac battery platformslucid expansiontesla megapackev market trendscharging infrastructuresustainability in designaffordable electric vehicles
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Your trusted source of EV information, middle of the week Wednesday, 10th of September.
I'm Martin Lee and I go through every EV story so you don't have to.
I'm here to save you time.
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Couple of things.
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The Polestar 5 kicks us off today, and it made its world debut at the IAA Motor Show in Munich.
CEO Michael Loschler described it as the brand's new flagship, highlighting its Scandinavian design, advanced Polestar platform,
strong motors, refined chassis, modern technology, and focus on sustainability.
Instead of the traditional rear window, the Polestar 5 uses those high-def rear view cameras like we see in the Polestar 4.
That allows more headroom for rear passengers.
And honestly, from everyone who's experienced it, you get used to it really quickly.
The chassis is bonded aluminium, offering high stiffness and low weight, a setup ideal for performance.
The car's electrical system is an 800-volt architecture.
Battery is 112 gross, 106 kilowatt hours usable, 80% in 22 minutes. That's respectable.
Two specs, dual motor and performance.
Dual motor is 748 horsepower and 3.8 seconds doing the dash.
And the performance is 884 horsepower and 3.1 seconds 0-60.
Inside, one of the reasons that I bought a Polestar is because of the way it felt and looked inside.
I think their material choice, much like Volvo's, is paid a little more attention to, or just it's more at my street really.
They say the design takes its inspiration from techware fashion.
Now, not being a particularly fashionable person, I don't know what techware is.
But it's things like using flax-based composites instead of carbon fibre, along with other natural materials to lower the weight and the carbon footprint.
Polestar's not yet confirmed when the 5 will arrive in North America and what it will cost there.
Over here, UK, Europe pricing plus minus 100,000. It starts at, you know, a lot under.
But you can go performance and spec it up, of course, well over 100.
Now, let's talk about a much cheaper vehicle.
And Leap Motor, big investor in Leap Motor is Stellantis.
They have a joint venture together called Leap Motor International.
They revealed the B5. That is a compact electric hatchback, showing it off at the IAA show in Munich.
Right away, the frameless doors and full width tail light caught my eye.
I thought it looks like a really nice vehicle.
And the Ultra Trim coming in 2026 is going to have some different exterior styling.
A bigger front splitter for a more sportier look, for instance.
You know, this vehicle, I think looks, I mean, some ways perhaps like it's got some golf shape to it.
The power of the Leap Motor B5 on its Leap 3.5 platform is a single motor, 215 horsepower,
but two choices of battery, 56 or 67 kilowatt hours.
Now, we don't know the range in the bigger crossover, the B10, which we get here.
That big battery is good for 270 miles WLTP, 435.
So the B5 is definitely going to surpass that much lower drag.
It looks much more slippery. Let's wait and see.
Now, sometimes, if you look at all the headlines of a brand new vehicle launch
from all the various motoring press outlets, you can get a pretty good idea
of what each individual journalist has thought about the vehicle, and you can start to spot a trend.
Looking through that today, Top Gear say the Leap Motor B5 is an astro-sized electric hatch for Europe.
CarWow said, the new Chinese electric car B5 looks like a Volkswagen Golf.
Electrifying.com said, I had my first proper look today at the Leap Motor B5,
and I think this one could really shake things up.
AutoCar said, this VW Golf-sized EV is coming to the UK, and it will start under £30,000.
CarMagazine said, Rejoice! The Leap Motor B5 is a new EV that's not an SUV.
I mean, fair play. 19-inch Alloys, multi-link rear suspension, loads of tech inside it too.
Now, I'm excited about this next car, the Schodder Vision Estate.
At the minute, it's a IAA mobility show kind of concept-y reveal,
and I like this because I had an Octavia estate for many years from Schodder
before I got into EV, so 15 years ago, and I love that vehicle
because as an estate car, man, you just do so much with estates or wagons,
if you want to call it that, because you get as much in as an SUV.
I mean, we refurbished our first house with that car.
Like, doors went in the back, skirting board went in the back, bags of plaster went in the back,
and that vehicle was awesome, and now, Schodder are back with a great estate in electric form.
You could argue the Enneak is an estate. It looks very estate-y.
Schodder have shown off, though, what's called, they're calling the Vision O,
all electric preview of the next wagon.
This is on the platform from the Volkswagen Group called SSP,
so 800-volt technology, really fast-charging, loads of efficiency gains.
Schodder have what they call the modern, solid design,
paired back a little bit, I think.
Boot volume, they said they're going to aim for 650 litres.
A big horizon display, they've called it.
A smarter AI assistant, things like portable speakers, integrated cool box.
It won't be quick to arrive, though.
Model launch has been pushed back to 2027, maybe 2028, a couple of years later than planned,
but I think when it arrives, I mean, yeah, it's a concept car,
so it's got the silly, swingy-outy doors that meet in the middle,
coach doors, if you like.
It's got the silly concept car seats that are all very stylish,
looking like some sort of fancy showroom that sells nice furniture.
However, the actual size and shape of it, they've done a really great job.
They've gone with a portrait screen as well.
Most EVs have a big landscape screen these days.
They've gone for the portrait, which you do see in EVs.
Not quite as common.
I quite like it, by the way.
The Vision-O concept looks sharp.
It looks really nice, like that a lot.
All right, let's move on and talk about Rimats, the IWA show demonstrating battery platforms
and compact E-axles that they say are ready for large-scale production
working with ProLogium, Mitsubishi, and a company called Cortex Texturon.
Their newest battery system blends solid state cells,
the housing design, and a pack that is much lighter, holding more energy, and safer.
The solution works with cylindrical cell formats of the 2170 cells,
kind of famous for being in Teslas,
and the 46XX, like 4680s are what Tesla uses,
4695s, 46120s.
That second number is the height of the cell, by the way,
so BMW use those ones.
Cell-to-pack architecture for better thermal management and safety.
The Rimats have also unveiled their single-motor E-axles,
providing what they say is more than 8 kilowatts per kilogram of power density.
I don't know if that's good or bad. They're saying it, so it sounds pretty good.
And they spin at 25,000 RPM, offered as coaxial or offset motors.
Again, a little gap in my knowledge.
I'm not sure which one would be better or worse in what different situation.
360 kilowatts of power, 6,250 newton meters of torque for heavy-duty needs.
Rimats showed off their XXL E-axle.
11,000 newton meters, and orders placed already for that by Global Automaker.
They saved the company, also detailed new domain and zonal controllers
using their new processors designed to combine functions like torque vectoring,
battery management, and the high-voltage distribution.
This is zonal architecture.
Rivian has talked a lot about replacing all the ECUs with a more integrated,
high-tech, high-performance solution that can be updated over the air.
Much more future-proof. We'll take a break. We'll come back.
We'll talk Lucid, CATL, and Tesla's Megapack.
Stick around. Back in Mo.
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Grand touring prices started 117,000 euros
with the touring trim to follow at around 100,000 euros.
Gravity seats seven across three roads and is built on the Air Sedans platform
with sports car performance.
The grand touring is 617 kilowatts, that's over 800 horsepower,
0-63.6 seconds.
Big old battery, 123 kilowatt hours.
And WLTP at around 748 kilometers or 465 miles
has a really high voltage system in the gravity, 926 volts.
And so it can add charge really quickly.
And there's some faster charges rolling out in Europe.
That's a story in the next five minutes.
Inside, there's a floating 34-inch 6K OLED screen,
a horizontal pilot panel,
and an optimal augmented reality head-up display.
DreamDrive 2, drive resistance is coming over here
in the premium and pro versions as well.
Hands-free drive assist, adaptive lane biasing,
Nvidia systems powering all of the 3D surround monitoring.
Lucid Motors will enter eight more European markets
rising from four to 12 over here,
tripling the footprint the company currently operates in Norway,
Germany, Switzerland and the Netherlands.
Lucid confirming this week they will add Belgium to the network.
Lawrence Hamilton, the brand's Euro president,
confirming Denmark is going to be one of the new markets.
And the interim chief executive, Mark Winterhoff,
recently saying that France is going to be added to the list in 2026.
Lucid not disclosing which models will be sold where,
except for a planned mid-size SUV
that will come at some point.
We think we'll see more of that late 2026
as Lucid's third model in June.
Mr. Hamilton told Spanish media, Marca,
that Lucid aimed to establish a presence
in the five largest Euro markets,
Germany, UK, France, Italy and Spain within a year and a half.
Well, Lucid operates showrooms in eight cities right now.
I'm going to go see them.
You can either have to go to Oslo, Hamburg,
Cologne, Frankfurt, Munich, Geneva,
Hilversum or Zurich.
CATL is next in the news, the world's biggest EV battery maker.
They're going to offer two purpose-built battery packs
for European customers.
One is a long-life version, rated for 12 years
and capable of about 470 miles of range.
The other is a lithium-ion phosphate pack,
fast-charging that is adding about 300 miles of range.
And this depends on the vehicle that it's in, obviously.
But adding about 300 miles of range in 10 minutes.
So the latest LFP technology is no longer the ugly sister
of what was, you know, five years ago,
NMC or variants of that technology.
In typical EVs, LFP was a bit more rough and ready
in buses and stuff like that.
The technology's moved on so much.
Both batteries will be made at their new CATL factory
in Debra Sen in Hungary, a 7.3 billion Euro facility
and an annual capacity of 100 gigawatt hours.
It's the real deal, by the way.
CATL says the capacity is enough to power
2 million electric vehicles a year.
If the average one went about 311 miles,
production at the plant begins at the end of this year.
CATL said the long-life pack has been optimized
for low temperatures, which the company presents
as an advantage in markets, maybe in northern Europe as well.
We don't get crazy winters here.
We do get some pretty cold temperatures,
but lots of big EV countries in Norway, the Nordics,
do get some cold temperatures.
30% of CATL's sales come from outside of China now.
The company completed a five billion US dollar IPO
in Hong Kong and said it's fundraising prospectus
in it that proceeds will be used to build abroad.
Let's talk Tesla for a couple of stories, should we?
First up, Tesla has revealed its Mega Pack
and Mega Block, announcing two new energy products
in Las Vegas.
Mega Pack 3 is large-scale battery storage.
Mega Block bundles the Mega Pack units
with transformers and switch gear
in a complete turnkey solution.
Each Mega Pack 3 uses the new cells
and has about 5 megawatt hours of capacity.
So let's jump from 3.9 to 5
from Mega Pack 2 to Mega Pack 3.
Tesla also simplified the cooling system
and cut down the connections.
Mega Block puts four of those Mega Pack 3s together
and connects them straight to a high voltage transformer
and switch gear, which means most of the really complex
and often expensive onsite work happens inside
a nice controlled environment of the Tesla factory
rather than in the middle of often a work site.
Tesla says it cuts installation time by 23%.
It can deploy a gigawatt hour of storage
in just 20 business days with this setup.
When deployed, the system's hit an energy density
of 248 megawatt hours per acre,
613 megawatt hours per hectare.
Never heard of energy being managed
or measured by land area,
but I guess I don't work in the energy storage business
and so it's obviously how they do these things.
Production of Mega Pack 3 starts next year.
A new factory is planned to turn out 50 gigawatt hours
per year of storage for Tesla.
Second story today coming from Cox Automotive,
Tesla's share of the US EV market dropped below 40%.
Well, since we had the Model 3 actually,
US vehicle registration data shows that last month
Tesla fell below the 40% threshold
for the first time in eight years.
EV sales have been jumping in the US
with the end of the tax credits.
Many people are jumping in to go with EV.
Tesla's registrations were up 7%.
Sounds good, but the market was up 24%.
And their market share, I think from June to July,
went from 48 to 42%.
Now the August numbers are out
and it's gone down from 42% to 38%.
Still sounds like a nice share of the market to me
if I was in any business.
If I had 38% of the EV podcasting market,
well, I'd be doing this from my private island.
However, for Tesla, in the US at least,
they have been the US EV market for so long.
So what's causing this?
Well, obviously, certain people that write
negative headlines about Tesla would say,
oh, it's because people aren't buying Teslas.
Or you could just look at the fact,
and there's more and more vehicles available in the US.
And this is a market share figure.
And yeah, I know sales are down as well,
but this is just about, I think,
the increasing market, the rising tide,
if I put it that way.
And yes, it's floating all boats,
but there's just fewer Teslas as a proportion.
Tesla still hit a record of 55,000 vehicles sold
in the US in August,
which is up 4% on the year and 3% on the month
from July to August.
So yeah, the Cume is up if you like.
The raw numbers are up, but so is everyone.
And there's just more and more cars coming,
which makes the US market a little more like our market
because, I mean, frankly, because of the Stellantis cars
and also some of the Chinese cars,
we've got way more choice at the lower end of the market
than my US listeners have typically got.
I mean, we don't get cool cars like the Bolt.
That's always been nice and cheap.
But otherwise, there's not much else.
I mean, it's the expensive stuff that the US gets that we don't.
And we don't get the Lucids until now.
We don't get the Rivians and we don't get the GM
big vehicles, but we don't really have a truck market over here.
So yeah.
Now, Mercedes-Benz is deploying some really fast chargers.
And this is great news for the next batch of cars
which are coming with really fast charging.
I've been talking to you about the BMW iX3
and it's 400 kilowatt charging.
Got, you know, X-pungs coming in.
They're going to have 500 kilowatt plus, 525 kilowatt charging.
Mercedes-Benz is upgrading their EV charging network
in Europe and North America using the new Alpetronic
HYC 1000s.
Each charger is capable of giving 600 kilowatts
to a single vehicle via smart load management
and modular setups.
They're megawatt units, but they're always designed
for, you know, more than one EV to plug in.
They come with four cables, these ones,
or can come with four cables.
Obviously splitting that to 250 kilowatts
if it was equal, but it doesn't work like that, does it?
Because as a car fills up, it gets slower
and then a car turns up and it's got a low state of charge
and all that load management happens magically.
The hardware comes from Alpetronic.
Mercedes-Benz do the integration into the system.
The external unit is a megawatt from HYC 1000s
and, yeah, if you're the only one there
and I guess they've got to make sure the cables are fully rated,
I don't know if it's like different types of cable
depending on how you spec it, but, yeah, 600 kilowatts
on one cable is brilliant.
Any driver can use these ones, by the way.
They're not locked in for Mercedes-Benz owners,
but Mercedes-Benz owners get perks
like the automated route planning
and scheduled charging through MB charge
and you can reserve charging spots in some places as well
through the Mercedes-Benz system.
There's 80 hubs in Germany, I think, and the US as well.
Also China, some in Austria, Japan.
Mercedes-Benz will expand into eight more countries
and want 10,000 fast chargers by the end of the decade.
Now, let's talk Volkswagen Group's CEO, Oliver Bloom,
says the industry faces more challenges than ever,
but he still sees bright spots, especially in Europe
where Volkswagen is rolling out new and compact affordable EVs.
Don't expect a similar electric surge in the US, though.
55% of electric sales by 2030 was the plan.
Now it's 20%.
So it's gone from 55% by the end of the decade
to 20% of VW sales.
And that's why the CEO of Volkswagen says
we need to be more flexible than ever
because geographically, the world of EVs
is splitting up interfaces,
saying that selling one standard model globally
doesn't work, where China is at 55%.
The world's biggest car market
and they're over halfway to EV.
Now, Europe is big.
The US is going to take a different speed
and different approach,
play some catch up maybe when regulations
and policy changes, and so he says
that doesn't work, now the market matures.
And that makes perfect sense, doesn't it?
Why do we all have to go EV at the same speed?
We don't.
Volkswagen is adapting.
In China, they're doing deals with the likes of X-Punk
and local brands in Europe and the West.
They will do deals with or have done deals
with the likes of Rivian.
And the company's working hard to reduce costs.
They want the ID Buzvan to be a lot cheaper as well.
And trade policy is a big obstacle too
with US tariffs on European cars and parts.
At 27.5%, Volkswagen said they've been hit
by billions of dollars of costs in euros this year.
And it is very urgent for those situations to be sorted out.
Two more stories finally.
By 2032, and I know these stories are long distance ones,
I always put them at the end of the podcast
because it's a bit like sticking your finger in the air
and working out in the wind direction.
But by 2032,
BEVs will make up over half
of all new light vehicle sales in Europe.
The study by EY Notes European brands
have been slow to release cheaper electric options
but expect BEVs to dominate by 2050.
Hang on, let me just check my notes.
2050?
What?
Okay, clearly EY, big company,
clearly full of very intelligent smart people.
But thanks for telling us
that we'll all be driving electric cars by 2050.
Someone got paid to ride this?
Am I going to get a job?
Well, I won't get a job at EY now.
We're like, well, you know,
I could get a job right in reports.
I think we'll be driving EVs by 2050.
It's a big insight for you.
Where's me money?
The report says that policy targets a return in demand
and more affordable models are going to drive the move to EV.
I think what the interesting number is, pardon my sarcasm.
The interesting number is what they put on 2032
as being half of the European market is BEV.
And so I think it'll happen quicker than that.
But we'll wait and see.
And finally, a final Tesla story today.
Is this a big deal?
No, not really, but I bunged it in the podcast
because last week, Porsche announced wireless charging.
And again, Porsche is a high ticket items.
People might not want a wall box on the side of their garage wall.
And so Porsche giving you the option now with the new Cayenne
starting with is to have a charging mat
which just sits lovely and invisibly on the floor.
There's no extra hardware to add to the walls.
It looks fantastic.
You just park it, you park your car over the top.
The air suspension will lower your Cayenne and start charging
automatically through the air.
Tesla acquired a wireless charging company
and then put out some pictures on the Cybertruck launch
I think it was of a wireless charging pad
underneath the back end of a Tesla
because obviously the charging ports are all at the back.
And then when they released the Cybertruck
and people got underneath it,
they found connector plugs needed for the wireless charging
and everyone got very excited.
I think rightly so that Tesla were going big on wireless charging.
It would change the game, wouldn't it?
But the feature has been put in the skip alongside
that little range extender thing that they were trying
to sell you to sit in the back of the bed.
The Cybertruck lead engineer, Wes Morrill,
confirming that wireless charging won't be coming
to the Cybertruck because of physics.
No one, it appears, can change physics
with the best will in the world because the truck's really high
and there's a lot of ground clearance on a Cybertruck
and at its lowest body point, it's still far too far away
from the ground for inductive charging to work.
You'd have to lower the vehicle down
or have six inches of extra little bump
on your garage floor to raise up the pad
and that doesn't work either, does it?
The share gap increases energy loss,
makes the charging slower, makes it less efficient.
Tesla'd never move forward with wireless charging
when they realized you can't change physics.
Tesla's wireless charging isn't dead though
because clearly if they have a bunch of cybercabs
running around one day without drivers
well they'll need recharging won't they?
So stuff for them to do.
That's your podcast.
Thank you so much for our premium partners.
I can't say thank you enough to all the Patreon gang,
Russia, of the village in Cincinnati,
Audi of Cincinnati East and Volvo cars of Cincinnati East.
National car charging on the US mainland
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Have a good one.
Sit-a-mo-ra and remember there's no such thing
as a self-charging hybrid.
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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 Granger.com,
or just stop by.
Granger, for the ones who get it done.
If you're the purchasing manager at a manufacturing plant,
you know having a trusted partner makes all the difference.
That's why hands-down you count on Granger for auto-reordering.
With on-time restocks,
your team will have the cut-resistant gloves
they need at the start of their shift.
And you can end your day knowing they've got safety
well in hand.
Call 1-800-GRANGER, click Granger.com,
or just stop by.
Granger, for the ones who get it done.
This is the story of the one.
As the purchasing manager at a manufacturing plant,
she knows the only thing more important
than having the right safety gear
is having it there when you need it.
That's why she partners with Granger for auto-reordering.
So her team members can count on her
to have cut-resistant gloves on hand,
and each shift can run safely and efficiently.
Call 1-800-GRANGER, click Granger.com,
or just stop by.
Granger, for the ones who get it done.
Thank you.
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