Porsche Refocuses Battery Strategy, EV Tax Credit Sales Surge and China’s Charging Milestone | 30 Aug 2025
EV News Daily - Technology and Business of EVs
Porsche Refocuses Battery Strategy, EV Tax Credit Sales Surge and China’s Charging Milestone | 30 Aug 2025
EV News Daily - Technology and Business of EVs · Aug 31, 2025
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Welcome back to EV News Daily.
Coming up today, Porsche refocuses their EV battery strategy.
The EV tax credit expiring is a good thing for sales
and China reaches 16.7 million EV charges.
Plus, stay tuned later in the show
to tell you which futuristic technology is being considered
to automate electric truck charging.
Well, good morning, good afternoon, good evening.
Wherever you are in the world, welcome to EV News Daily,
your trusted source of EV information.
For the weekend, Saturday 30th of August, I'm Martin Lee.
I go through every EV story, so you don't have to.
Patreon supporters get the show's ad free,
fund this podcast, and be part of the EV News Daily community.
On Patreon, click on the link in the show notes
to find out more information.
Now, Porsche has changed its EV battery plans,
shifting focus from large-scale manufacturing
to advanced battery research.
Salesforce was Porsche's battery subsidiary,
once responsible for both developing and mass producing
the advanced cells they were going to use.
Now, Salesforce will focus only on R&D as an independent company,
providing technical expertise to both Porsche
and the VW Group as a group itself.
Volkswagen's battery division, PowerCo,
will hire Salesforce to develop their batteries.
Originally, Porsche was going to build
their own production site, a startup factory
with a one gigawatt-hour capacity,
and expand that to more sites as well.
This manufacturing expansion has been dropped
now in favor of just researching high-tech cells.
CellForce's research will also support V4Smart.
That's a German company making ultra-high-performance
round format cylindrical lithium-ion cells
for, well, I'm sure you can imagine,
cells in not only Porsche Puree Vs,
but Porsche plug-in hybrids and anything else
that needs to do with very high-performance cars.
Let's move on.
With 37 days left before the end of the federal tax credit,
7.5 grand new for grand used,
September 30th is when it all ends,
dealerships are seeing a big spike in customer activity.
Dealer foot traffic is up by up to 30%
say reports today.
Now, back in July, new EV sales were up 26%
month-on-month and 20% year-on-year.
July's been a stellar month for those selling
electric vehicles in the United States.
Used EV sales haven't missed out on the trend.
23% up, June to July,
and 40% up from July last year to this year.
Dealers focused on EVs have about
two weeks left to buy, recondition,
and sell any inventory vehicles
whilst this demand is very high.
After that, there is a risk they'll be stuck with
too much stock because on October 1st,
there will certainly be, well,
there'll just be less EV sold on that day.
It won't harm the EV industry long-term in the US,
but short-term, no doubt about it.
They'll be coming into the office on the 1st of October
and it won't be quite as hectic.
Leasing is a major factor in EV sales.
Stone Eagle reporting the average new lease deals
per dealer in July was up 12%.
20% of the leases were for EVs as well.
Alongside that is aggressive marketing
and very attractive finance offers,
helping EVs move ever more quickly.
CDK Global's director of marketing, David Thomas,
saying Q4 is already distorted by the pull-forward demand
and the real test will come in January 2026
when they reset the clock.
EV market share in the US,
it's going to settle somewhere around 10%.
More affordable new EVs are entering the market as well.
The current quarter is urgent because of the expiring credits.
I'm sure you know already,
but if you know somebody who is thinking of going EV,
they might not know that their clock is ticking
just over a month to go now,
then maybe give them a nudge.
Let's move on. China is next in the news.
By the end of July, just gone,
China had 16.7 million charging points.
That's up 53% from the same time last year.
The National Energy Administration director, Wang Hongxi,
said that there are now two charging points
for every five vehicles in the country.
How many have they added this year?
You may be wondering.
Well, they've added 3.878 million charging units
year to date.
That is up 93% same time last year.
Private charging has been rising at a rip as well.
Public charging rising hugely.
Most public charging stations are controlled
by just a few companies in China, if you're wondering.
The top 15 operators manage over 84%
of China's public charging points
as of July 2025.
So it is really in the hands of a few.
Well, I say a few. The top 15.
Really major new energy vehicle manufacturers,
the likes of Neo, Li, Tesla,
are also building their own charging networks out as well.
GM's next in the news.
GM expanded TV charging adapter options.
General Motors is adding four new charging adapters
as it shifts to the J3400 standard,
otherwise known as NACS, North American Charging Standard.
That was originally the Tesla plug
before it became an open standard.
This change starts with new models
beginning with the 2026 model year,
Cadillac OPTIQ. That's the compact crossover.
For now, GM electric vehicles have the CCS-1 inlet.
GM also announcing that the Bolts
will have built in J3400.
Last year, GM released their adapter for $275.
So any of the drivers could go use Tesla Superchargers
once the network opened up.
Now that adapter stays on sale,
but brace yourself,
because there's four new adapters available next month.
They are an adapter that lets EVs with a NACS port,
so all the new ones basically,
use the old level twos.
That's $67 bargain.
There's an adapter that lets an EV with a NACS port
use GM's PowerShift level two chargers at home.
That's $116.
An adapter that lets EVs with J3400 standard
use CCS DC fast chargers
and be bidirectional if you have PowerShift at home.
That's $189.
And the most expensive one is an adapter that lets EVs
with the old CCS-1 inlet
use level two J3400 at home.
Lots of people head scratch and go,
well, the socket looks the same.
It just plug it in.
Surely why is AC and DC charging
working differently on the Tesla plug,
J3400, and that's one of the anomalies.
AC and DC work differently if you're using that plug
on non-Teslas.
And I've mentioned it a few times.
Normally on the Friday podcast that I do
with the gang called Batteries Included,
and I've not been on for a few weeks
because it's been some holidays
and I have to do childcare.
But I've said this a few times.
Maybe here as well,
North America is going to be living in
adapter hell for a long time.
Now, does that mean that we shouldn't have,
we say we, the rural we,
that you shouldn't have made the jump
to standardize J3400?
Like that Tesla plug is smaller,
more compact, more elegant, lighter,
easier to handle.
Of course, it's a far better connector in many ways.
But boy, boy, I mean, what a shame
that there's so much hardware in the ground
that's all CCS-1 and some Chatham-O as well.
So yeah, we're going to be living in adapter hell
for a very long time.
Because either way, whether you have an old CCS car
or a new J3400 car, I mean,
until all the charging networks change all the plugs
and they won't, they'll just be dual-heading them.
So they'll just be one piece of hardware
and two cables and the two plugs.
Oh, man, we should have made the change.
I'm not arguing against it.
It's just, it's going to be a faff, isn't it?
All right, let's move on.
Huawei and SAIC, the big Chinese car maker,
received 50,000 orders for their new EV,
called the Changi.
And this is less than 18 hours of opening.
We've seen this a few times, I've reported on it.
These new Chinese cars come to the market.
They either put a refreshed one or a new one on sale.
And there's so much pent-up demand
for some of these cars, 50,000 pre-orders.
So the vehicle brand is the Changi brand.
It's a mid-size crossover.
And it's cheap because they all are 23,000 US equivalent.
But the deposit's refundable.
So, you know, 50,000 people, but you can get your money back.
The H5 is built with Huawei's latest advanced driving system.
It runs on their Harmony operating system,
their alternative to Google's Android.
It comes with both all-electric and EREX,
extended range hybrid versions,
407 miles on a charge right up against,
you would say, Tesla's standard range Model Y,
which will do 369 miles, which is a bit less,
but cost an awful lot more money, like 100,000 RMB more.
Now, let's move on and talk about vehicle to grid.
I mean, this has got to work somewhere.
Trials have been happening for 10 years.
It has been used in anger.
It is being used in some places.
Vehicle to home is one thing.
Being able to shut off your home supply to the grid
when, you know, you need to either save money
or you got solar panels and you got a home battery and stuff,
or there's a fault and you don't want to send electricity
back down the line to the girls and guys fixing it for safety.
But vehicle to home is one thing, but it's a solved problem.
Vehicle to grid is also a solved problem in some ways,
but it does involve tying up more stakeholders,
car drivers themselves, car makers themselves,
the energy companies themselves,
which until now never had to worry about automotive
and many others as well.
And there's lots of companies that sit in layers
in between all of that to make everything talk to each other.
There's no easy standard, right?
Like, I don't know, Wi-Fi, like that's a standard,
you know, buy a phone and go,
what does it come with, you know, Wi-Fi or Woo-Fi?
That's not like VHS and Betamax.
So, yeah, Wi-Fi just works.
Like you buy a phone or a computer
and you know how it'll connect to the internet.
That's not the same in vehicle to grid.
It's being worked out in multiple ways,
many ways around the world.
Now in China, a new resident,
well, not a new resident, but a resident,
he lives in Guangzhou, his name is Chen,
and he earns about $28 a day by parking his EV
and sending electricity to the grid when it's needed.
He's the subject of this article that I found today online
talking about how vehicle to grid is up and running in China,
owners buy electricity at low prices,
off peak overnight, typically,
and sell it back to the grid at times when demand is higher.
It's a pilot service, still,
being run by the Guangzhou Power Supply Bureau
and Chinese Automaker GAC Group right now.
It's available to EV owners in the Guangdong province
with GAC vehicles, so it's not open to everyone.
There are about 3 million EVs in that province,
each with an average battery capacity,
I think about 65 kilowatt hours,
and then all GAC vehicles, of course.
And so, you know, if you've got a lot of energy stored
that you're not using, then you might as well sell it back
to the grid and make a little bit of money here
and a little bit of money there.
But wow, this one use case they pointed out,
$28 a day, that's not just a small change.
Is it? It all adds up. Really interesting.
Let's hope those pilot schemes that are happening
around the world, this new one in China
that I was reading about, go a little bit further.
We'll take a break, we'll come back.
We'll talk about Rivian, C.O.R.J. Scarridge
getting some stuff off his chest.
How much you get paid for driving your EV
as a company car is changing, actually, for the better.
And we'll go to Spain for some charging news as well.
Stick around, back in a mo.
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Capital One's tech team isn't just talking about multi-agentic AI.
They are already deployed one.
It's called Chat Concierge,
and it's simplifying car shopping,
using self-reflection and layered reasoning
with live API checks.
It doesn't just help buyers find a car they love.
It helps schedule a test drive,
get pre-approved for financing,
and estimate trading value.
Advanced, intuitive, and deployed.
That's how they stack.
That's technology at Capital One.
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you've blown way past what you were planning to spend.
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The app pulls your income, expenses,
and upcoming charges into one place
so you can get the clearest picture of your money.
It shows how much to set aside for bills
and how much is safe to spend for the month
so you can spend with confidence.
No guesswork needed.
Get alerts before bills hit, track budgets,
and see every subscription you're paying for.
Rocketmoney also finds extra ways to save you money
by cancelling subscriptions you're not using
and negotiating lower bills for you.
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by taking control of your finances.
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Capital One's tech team isn't just talking
about multi-agentic AI.
They already deployed one.
It's called Chat Concierge
and it's simplifying car shopping.
Using self-reflection and layered reasoning
with live API checks,
it doesn't just help buyers find a car they love.
It helps schedule a test drive,
get pre-approved for financing,
and estimate trading value.
Advanced, intuitive, and deployed.
That's how they stack.
That's technology at Capital One.
All right, welcome back to the podcast.
Now, let's go to Mexico
where Air Mobility, a Mexican company
plans to start commercial electric
air taxi services next year
if it's approved by regulators,
the CEOs as the company's working with
Mexico's Federal Civil Aviation Agency
and China's agency as well
to certify the electric planes.
They're called Ehangs.
They are electric vertical takeoff
and landing aircraft.
They're made in China.
They want to get it done by next year.
In March of this year,
Air Mobility held Mexico's first official
test flight of a passenger drone
using the Ehang vehicle.
It carries two passengers and will fly
for about 30 minutes
endurance on that.
Already in use in China
and Japan, so Mexico,
hoping to follow.
Now, RJ Scarridge, the CEO of
Rivian has been getting
a few things off his chest.
He turned up on the Inside EVs podcast
and, well, addressed many
subjects, actually.
Talking about the recent US government actions
that are moving focus and investments
from EVs towards combustion,
Scarridge pointed out that global
progress on EVs is going to continue
regardless of the United States
and the policy of one particular
administration. He said surprising
things were happening in the market, saying
things I never thought would happen a year ago
are happening now after years
of moving to electrification.
Scarridge noted that while some automakers
like Ford are investing in EVs,
there is a trend in the global auto industry
that could cause the US to fall behind
other countries. He said it blows my mind
that it's happening, but nonetheless
it is. He did see one possible
advantage of cutting EV subsidies
creating a vacuum of competition.
Scarridge explained that companies focused
on electric vehicles like Rivian and Tesla
would see fewer competing vehicles.
The PurePlay EV companies, he says,
Rivian and Tesla, there's not very many
because they're completely and fully
focused on electrification will have
the advantage of a pretty thin competitive
playing field was his take on it.
Yeah, but doesn't a rising
tide float all boats? Mr.
Scarridge, look, he knows
better than I. After all,
he's the CEO of an EV company and I'm
an idiot podcaster, but wouldn't we like
the whole industry rising?
But, you know, he's
looking for silver linings in the change of direction
in the United States. There's no doubt about it.
I completely agree with him, by the way.
The US is going to be doing some catching up
whether that catching up is
in five minutes, five months,
five years or whatever.
The world will go
to electric transport. Everyone's
going to do it at their own pace and we
can see that there's been a change of pace
in the US and that's
just a change of politics. It won't
affect the long term goal.
It'll affect the speed at which it happens. And like
I say, you know, at some point, I think it's going to be
an uncorking of the bottle
and the US will do a massive catch up.
I mean, you know, if you are looking
for silver linings, it could be that everybody
else kind of goes through the teething
problems of I don't know what's next solid
state batteries and
megawatt charging and stuff like that.
And so maybe
countries that are maybe a little behind
the US typically
a leader in technology, things like
obviously Silicon Valley, AI,
the forefront of
well, just everything technology.
Very rare, very rare for us
to be talking about the US being a laggard
in technology, but
such is the wish
and the want of the next three years of this
administration and well, we'll see
what happens. I mean, there might be some changes.
There might not, we don't know.
We'll wait and see. It won't affect the overall
destination. It'll affect the speed we get
there. That's what he has to say
anyway. Now over here, if you drive
your company car
for obviously company miles
but charge it home, how much do you get
paid for that? Well, our
government do have a multiplier, a calculator
effect.
HMRC is
His Majesty's Revenue and Customs
and His Majesty's Revenue
and Customs are the bit
of our
collection that
require some money
from us. And they're very good
at finding many ways to take money off of you.
They found an error
in their first calculation of the new advisory rates
on August the 22nd
new rates for home and public charging replaced
the old single pence per mile rate
for electric company car drivers. Home charging
stays at 8 pence per mile. For public
charging, they've corrected it.
It is 14 pence per
mile. They've kind of
fixed that on a weighted EV
efficiency
of about 3.6 miles per kilowatt hour
on the average EV. And the average electricity
cost of 51 pence per kilowatt hour
public charging. If you can
public charge DC fast charge at 51 pence
you're doing pretty well
actually. So I think that should have been
slightly higher. But if you do
drive your company car and you've got to
send the boss an expenses claim
there's now two rates here because it is
much, much cheaper to charge your car
at home overnight. Or even
more than overnight on octopus intelligent
go for instance. Now
let's go to Spain. Iberdrola
España will install
electric vehicle charging stations at
Alamerca supermarkets
in Castile
Leon
and also in other
parts of Spain as well. They plan to
set up 238 ultra fast charges
at 59 locations at supermarkets
charges offer different power levels
for different needs. All charges
will connect to 100% renewable
energy. They want to put
100,000 EV charges in homes, businesses
and public spaces by the end of
the year. Now
let's talk a little bit about wire lane
a German electric vehicle
charging company has
bought Ladegrün
known for its eco friendly charging stations.
Ladegrün runs a national network
using only renewable energy founded
in 2020. They provide charging
points for organic supermarkets
and public places.
Ladegrün's managing director said we believe
real sustainability starts in daily
life where you shop, where you work, where you
live and what you drive. Together
the companies say that they will now handle
everything from planning and installation to running stations
their joint services
do things like regulations
and scaling up charging solutions
hotels, stores and leisure sites etc etc.
Now
let's go, oh this is a really
interesting story.
How much would you spend on
an electric bike if it could
genuinely replace a lot of car journeys?
Well, there's an e-bike company
called Pucky Puppy
and Pucky Puppy
has launched their new electric tricycle called
the Rotweiler and it features
a full suspension system
and a low step through aluminium frame.
The Rotweiler stands out with a butterfly
style handlebar for multiple
hand positions. It's got a 4.7 inch
HD display showing speed, battery
power and other things. It's got some
big fat tyres, hydraulic brakes
and dual suspension. It has
a 960 watt peak
power and it'll do
15 miles an hour or 25
k's. Battery size
720 watt hours and
so 55 miles per charge.
The frame holds up to 500 pounds
that's 226
kilograms by the way. 7 speed
and it'll cost you $2,400
to get one of those.
E-bikes are not cheap, are they?
But this thing, this trike
with a big old load
on the back of it as well,
500 pounds of load, well
if you are doing, I don't know, inner city
deliveries or
not just food deliveries
because everybody in
when I worked in the middle of London, seemed to be getting their lunch delivered
or evening meals delivered
by a food delivery company
or even just their shopping
delivered on a bike that would turn up in
60 minutes or something.
All good ways
to get cars off the road.
And finally, robotic charging
systems for EVs are being used
in more and more places in Europe and Asia. The aim
is to boost driver safety, lower the equipment
weight and fully automate the charging
experience. Automation meaning
drivers don't need to handle
a connector. Some of them can be quite heavy
duty though. And so
if you're driving an
commercial vehicle, a truck, it means
that you can use your rest period. So we have
the alternative fuels, infrastructure
regulation and
automatic charging would be
a really big advantage for logistics
companies. Now
one particular project that's being
done, coordinated by
the technical research centre of Finland
saying that if you can save any time
on your rest break, the official
times that you have to not be driving,
walking around, connecting, disconnecting
vehicles, things like that. Your full
rest time can be used for resting. Vehicles
can be on the road more. Driver safety
is the top priority as well, they say
with megawatt charging, very high levels of
electricity. They're developing more
and more robotic systems using
computer vision and AI, because
of course everything uses AI
these days. To find the charging
port,
choose the best approach, open the cover
and connect the charging plug accurately.
Pilot installations and thorough testing
will measure how satisfied users are,
how the charging hop operations are being
affected by automated plugging in,
particularly of trucks and commercial vehicles
so the driver never has to leave the cab if they don't
need to and it'll all happen
automatically.
Is plugging something in
the hardest thing we do? Probably
not, but it's interesting to see
how they're trying to make that
even more streamlined.
Fascinating, eh? That's your podcast for
today, thanks to our premium partners, Porsche
of the Village in Cincinnati,
Audi of Cincinnati East and Volvo cars
of Cincinnati East National Car
Charging on the US mainland
and the Low Heart Charge in Hawaii and
Octopus Electroverse Global Public Charging
made simple with one app and one map
have a good in cinema and remember
there's no such thing as a self-charging hybrid.
The holidays are expensive.
You're paying for gifts, travel,
decorations, food and
before you know it, you've blown way past
what you were planning to spend.
Don't start the new year off with bad money
vibes. Download Rocket Money to stay on
top of your finances. The app pulls
your income, expenses and
upcoming charges into one place so you
can get the clearest picture of your money.
It shows how much to set aside for bills
and how much is safe to spend for the month
so you can spend with confidence.
No guesswork needed. Get alerts
before bills hit, track budgets
and see every subscription you're paying
Rocket Money also finds extra ways
to save you money by cancelling subscriptions
you're not using and negotiating
lower bills for you. On average
Rocket Money users can save up to
$740 a year when using
all the app's premium features.
Start the year off right by taking control
of your finances. Go to
rocketmoney.com slash cancel to get started.
That's rocketmoney.com slash cancel
rocketmoney.com
slash cancel.
Capital One's tech team
isn't just talking about multi-agentic
AI. They are already deployed
one. It's called chat concierge
and it's simplifying car shopping
using self reflection and
layered reasoning with live API
checks. It doesn't just help buyers
find a car they love. It helps schedule
a test drive, get pre-approved for
financing and estimate trading
value. Advanced, intuitive
and deployed. That's how they stack.
That's technology at
Capital One.
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.
Granger for the ones who get it done.
About this episode
Porsche is shifting its EV battery strategy from manufacturing to advanced research, while the impending expiration of the EV tax credit has led to a surge in dealership activity in the U.S. China celebrates a milestone with 16.7 million EV charging points, significantly increasing its infrastructure. The episode also discusses GM's new charging adapters and the potential for automated truck charging technology. Rivian's CEO shares insights on the EV market's future amid changing U.S. policies, and innovative projects in electric mobility are highlighted, including electric air taxis and automated charging systems.
Original notes
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➤ iHeart: https://EVne.ws/iheart
PORSCHE REFOCUSES EV BATTERY STRATEGY TOWARD R&D https://evne.ws/4fYReOl
EV TAX CREDIT EXPIRATION DRIVES SHORT-TERM SALES SURGE https://evne.ws/46doL46
CHINA REACHES 16.7 MILLION EV CHARGING POINTS https://evne.ws/3JXL595
GM EXPANDS EV CHARGING ADAPTER OPTIONS https://evne.ws/4g0Tdlo
HUAWEI AND SAIC RECEIVE 50,000+ PREORDERS FOR SHANGJIE H5 EV https://evne.ws/3HXbO5a
GUANGZHOU TESTS V2G FOR NEVS PROFIT AND GRID https://evne.ws/4n0QjiI
MEXICO’S AIR MOBILITY PLANS ELECTRIC AIR TAXI LAUNCH https://evne.ws/4oV5vjn
RIVIAN CEO ON U.S. EV MARKET CHALLENGES https://evne.ws/4oV5wDX
HMRC ADJUSTS ADVISORY RATES FOR EV COMPANY CAR CHARGING https://evne.ws/4mZjySU
ALIMERKA AND IBERDROLA EXPAND ULTRA-FAST EV CHARGING https://evne.ws/3HD1mQi
WIRELANE ACQUIRES LADEGRÜN TO EXPAND GREEN EV CHARGING https://evne.ws/4lWWaVt
PUCKIPUPPY LAUNCHES ELECTRIC ROTTWEILER TRICYCLE https://evne.ws/4mQ71By
ROBOTIC CHARGING ADVANCES FOR ELECTRIC TRUCK FLEETS https://evne.ws/4mHhgZ7
You can read all the latest news on the blog here: https://EVne.ws/blog
Subscribe for free and listen to the podcast on audio platforms:
➤ Apple: https://EVne.ws/apple
➤ YouTube Music: https://EVne.ws/youtubemusic
➤ Spotify: https://EVne.ws/spotify
➤ TuneIn: https://EVne.ws/tunein
➤ iHeart: https://EVne.ws/iheart
PORSCHE REFOCUSES EV BATTERY STRATEGY TOWARD R&D https://evne.ws/4fYReOl
EV TAX CREDIT EXPIRATION DRIVES SHORT-TERM SALES SURGE https://evne.ws/46doL46
CHINA REACHES 16.7 MILLION EV CHARGING POINTS https://evne.ws/3JXL595
GM EXPANDS EV CHARGING ADAPTER OPTIONS https://evne.ws/4g0Tdlo
HUAWEI AND SAIC RECEIVE 50,000+ PREORDERS FOR SHANGJIE H5 EV https://evne.ws/3HXbO5a
GUANGZHOU TESTS V2G FOR NEVS PROFIT AND GRID https://evne.ws/4n0QjiI
MEXICO’S AIR MOBILITY PLANS ELECTRIC AIR TAXI LAUNCH https://evne.ws/4oV5vjn
RIVIAN CEO ON U.S. EV MARKET CHALLENGES https://evne.ws/4oV5wDX
HMRC ADJUSTS ADVISORY RATES FOR EV COMPANY CAR CHARGING https://evne.ws/4mZjySU
ALIMERKA AND IBERDROLA EXPAND ULTRA-FAST EV CHARGING https://evne.ws/3HD1mQi
WIRELANE ACQUIRES LADEGRÜN TO EXPAND GREEN EV CHARGING https://evne.ws/4lWWaVt
PUCKIPUPPY LAUNCHES ELECTRIC ROTTWEILER TRICYCLE https://evne.ws/4mQ71By
ROBOTIC CHARGING ADVANCES FOR ELECTRIC TRUCK FLEETS https://evne.ws/4mHhgZ7
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