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02:59
Welcome back to EV News Daily.
03:01
Coming up today, Volvo's ES90 enters production.
03:04
Mercedes-GLC interior features a wild screen
03:08
and the USA raids Hyundai's factory.
03:11
Plus stay tuned, later in the show I'll tell you
03:13
which automaker is the latest to gain access to
03:15
the Tesla Supercharger Network.
03:17
Well, good morning, good afternoon or good evening.
03:19
In fact, wherever you are in the world,
03:21
welcome to EV News Daily,
03:22
your trusted source of EV information
03:24
for Saturday, 6th of September.
03:26
I'm Martin Lee and I go through every EV story
03:28
so you don't have to.
03:30
Patreon supporters get the shows ad-free.
03:32
You support this show, you fund the podcast,
03:35
and you get to be part of the EV News Daily community.
03:38
Be like them by clicking on a link in the show notes.
03:41
We'll start with a headline story
03:43
and Volvo has been doing good business lately in SUVs,
03:46
but a return to sedans,
03:49
as now they've begun ES90 production in Chengdu in China
03:53
with first customer deliveries in Europe
03:55
due before the end of the year.
03:57
Unfailed in March, the ES90 has the STSPA2 platform
04:01
underpinnings, debuting last year in the EX90.
04:05
That's the big SUV.
04:06
Well, the ES90 is sold in two versions,
04:09
rear-wheel drive or all-wheel drive.
04:11
So, rear-wheel drive,
04:13
333 horsepower, 650 kilometers WLTP,
04:16
all-wheel drive up to 680 horsepower
04:21
and 700 kilometers variance.
04:24
Battery size is two batteries, actually, in this,
04:28
Thanks to the 800-volt architecture,
04:30
it supports ultra-fast DC charging
04:32
and up to 350 kilowatts.
04:35
I'm going to double-check on all my sources on that.
04:39
I've seen it written as both 300.
04:41
Thomas in Autoguffel, brilliant automotive journalist,
04:45
a great YouTube channel.
04:47
They said it's going to be 300 or maybe 350
04:50
and it's still a little bit fuzzy to be honest.
04:52
I still can't get a definitive answer,
04:54
but either way, that's good.
04:55
350 kilowatts would be right up there
04:59
with the very best at the moment at least.
05:02
But, look, either way, it's a really big number.
05:04
For both batteries, that means 10 to 80
05:07
is going to be 20 minutes.
05:10
186 miles added in 10 minutes.
05:12
I love that miles per minute metric
05:14
or a 10-minute stop.
05:15
How far can I go in 10 minutes stopping?
05:20
Volvo themselves say this is shape-shifting.
05:24
They don't describe it as a saloon nor a fastback.
05:27
They say it has hints of an SUV
05:29
as it has 18 centimeters or 7 inches of ground clearance.
05:32
I'm a simpleton, so I say it's a big Volvo saloon or sedan.
05:36
It just sits up a little bit
05:38
like a Polestar 2 sits up a little bit
05:40
with a fastback opening for maximum flexibility
05:43
when you want to throw open the boot
05:45
or get those back seats folded flat, actually,
05:48
for a really big load space.
05:50
They've also painted the lower sills along the side of the car
05:54
Colour is black gloss, actually, in some of the photos.
05:56
Depending on the colour of the body that you choose,
05:58
if it's highly contrasting,
06:00
like a lighter-coloured car,
06:02
it does appear from a distance as well
06:04
because the sills are quite a lot lower part of the doors.
06:07
Actually, the side doors are painted black.
06:09
It looks like it's riding higher
06:11
than perhaps it really does.
06:13
It's also 5 meters in length, 3.1 meter wheelbase,
06:15
a really long vehicle.
06:17
A lot of that has gone into the rear room
06:20
and the most aerodynamic Volvo ever made.
06:23
0.25 cd drag coefficient,
06:26
which isn't stunning by modern EV standards,
06:29
but to get more slippery,
06:31
you have to do something like the Mercedes-Benz EQS,
06:33
for instance, which they've said,
06:35
look, we should have stuck with S-Class styling
06:37
and not gone super slippery.
06:39
So I think really good compromise here from Volvo
06:41
because it looks like a Volvo
06:43
and it provides more ground clearance,
06:45
perhaps harking back to Volvo all-road editions
06:50
Volvo, they still sell cross-country versions,
06:53
by the way, of their SUV.
06:55
So again, looking like a little more of a lifted vehicle,
06:59
Volvo's safety and comfort are prioritised.
07:01
Next-gen driver assistance.
07:03
It's got the taxi light, the LiDAR,
07:05
on the little roof bubble.
07:07
Radar and an all-glass sunroof
07:10
with the electro-chromatic changing
07:14
Adaptive air suspension, so it'll go up and down
07:18
It runs on Google, like recent Volvos and Pulsars.
07:21
And we'll have Gemini.
07:22
That's their AI product,
07:23
which actually I've been using quite a bit lately
07:25
because I pay for their Google One product,
07:29
which comes with AI.
07:31
I pay for it for storage and access to the Google Apps
07:34
and all the audio files from this podcast
07:36
get stored on both OneDrive and Google.
07:39
Oh, and probably some Apple stuff,
07:41
because my MacBook backs up automatically.
07:44
But I pay for that.
07:45
And with that comes their Gemini AI.
07:48
I've got to say it's very, very good.
07:49
A lot of the AI stuff is very, very good these days.
07:53
But you can just talk to it in very human language.
07:57
Hopefully you can talk to the car normally,
07:59
whether that's finding directions,
08:01
or saying that you're hungry,
08:02
where's the nearest burger place or something,
08:04
and also, you know,
08:06
tell them they see eaters on or something like that.
08:08
So, order books are open in several European markets.
08:12
Delivery starting later this year.
08:14
In Germany, pricing starts at 68,000.
08:17
Availability in key Asia-Pacific markets
08:21
will follow shortly.
08:22
And I certainly think for the rear as well,
08:25
that perhaps China has been considered as well,
08:29
because the rear seats are heated, ventilated,
08:32
loads of room, they recline,
08:34
they're all electrically adjustable as well.
08:36
A big center rear console that folds down with storage,
08:41
big rear screen as well.
08:43
So, all the rear seat controls are controllable.
08:46
So, I think with an eye on the Chinese market,
08:49
where perhaps you might be driven a little more,
08:51
or your rear passenger,
08:52
you might be in the back of the car
08:54
more than you're driving it.
08:55
And so, very luxurious vehicle.
08:57
Not wildly priced, by the way.
09:00
And it won't be wildly successful,
09:02
because it's not an SUV,
09:03
and everybody wants one of those at the moment.
09:06
But boy, I mean, just for my personal preferences,
09:09
everyone's different subjective,
09:11
but I really, really like the look of this.
09:14
I hope they sell enough of them to consider it a success.
09:18
Mercedes has shown off the interior of its GLC EV.
09:21
The head of the vehicle's debut
09:23
in the next couple of days at the IAA.
09:26
It's an SUV, the GLC,
09:28
and it shows off Mercedes-Benz's latest, greatest hyperscreen.
09:32
It spans pillar to pillar, A pillar to A pillar.
09:35
The display is 39.1 inches.
09:38
Let's face it, it's a meter wide.
09:40
The largest screen the company has installed
09:42
in a production vehicle,
09:43
backlit by a thousand individual LEDs
09:46
and supporting zones, specific dimming.
09:48
The interior is redesigned,
09:51
rather than borrowed from the GLC gas-powered version,
09:53
which is still a very nice place to be.
09:55
The doors use new curvia seat adjuster switches.
09:58
The dashboard blends into the center console
10:00
and is flanked by two circular air vents
10:02
with two rectangular vents in the center.
10:04
The center console includes a cubby-sized hole
10:06
for the two wireless phone chargers,
10:08
a smaller row of buttons,
10:09
a volume control wheel,
10:11
two little cup holders,
10:14
Screen as far as the eye can see.
10:16
I have a sneaky feeling
10:18
that we're going to get over this hump,
10:20
this trend in big screens.
10:21
I don't feel that big screens are very luxurious personally.
10:26
maybe an eye on the Chinese market
10:27
where high-tech is very important.
10:30
luxury to me feels like material choice
10:33
about feeling like it's special.
10:35
Interacting with the car in,
10:37
you know, when you touch everything,
10:39
it just feels nice,
10:41
whether it's the kind of the metallic
10:43
or the metal switches,
10:44
everything's weighty.
10:46
there's what defines luxury
10:48
and just having screen
10:52
a massive piece of glass.
10:55
see, Rolls Royce isn't Bentley's following that.
10:57
Mercedes clearly know
10:58
they're doing their business
10:59
better than an idiot podcaster.
11:01
So good luck there.
11:03
But yeah, you can obviously have it
11:04
without the hyperscreen
11:05
and that's exactly how I would,
11:07
how I would spec the car.
11:08
Now, South Korea just said
11:11
that it regrets the US immigration raid.
11:14
It's about as strong
11:15
as international relations,
11:17
corporate speak goes, isn't it?
11:19
We regret the US raiding our factory.
11:21
US immigration officials
11:25
of over 300 Korean citizens
11:28
at Hyundai Motor Group and LG's
11:30
new Georgia facility.
11:32
Those detained reportedly
11:34
included employees of Hyundai Affiliates,
11:37
LG headquarters staff in the US
11:39
on business and employees
11:40
of partner firms on business trips.
11:42
Seoul's Ministry of Foreign Affairs
11:44
said US law enforcement actions
11:46
should not disrupt the business operations
11:48
of Korean companies.
11:49
The ministry dispatched consuls
11:51
from the Korean embassy in Washington
11:53
and the consulate general in Atlanta
11:55
and set up a task force on site.
11:57
Production had to stop the facility.
11:59
The response followed the operation
12:01
by US immigration authorities at the site
12:03
where Hyundai and LG Energy Solutions
12:05
are jointly building a new battery plant
12:07
next to Hyundai's manufacturing facility.
12:09
Agents held hundreds of factory workers
12:11
until they could be verified.
12:13
Those whose status was unconfirmed
12:15
and often zip ties and transferred
12:17
to a detention facility,
12:20
many of the Koreans taken away
12:22
were in the US on short-term business visas,
12:25
the Visa Waiver Program,
12:27
or the Electronic System for Travel Authorization.
12:30
Immigration authorities initially determined
12:32
that the presence at the site of those people
12:35
constituted activities inconsistent
12:37
with the purpose of their stay.
12:39
Yeah, I hope nobody was there
12:41
on like a tourist visa
12:44
or popping over for a business meeting
12:46
or something like that.
12:48
In my old life running when I worked in radio,
12:50
we did some outside broadcasts in the US.
12:53
The easiest thing would have been to do
12:55
for me to stick my presenters
12:59
and just go into the country
13:01
and do the little thing they had to do,
13:03
but you can't risk that,
13:05
so the paperwork involved
13:07
and that would have been maybe
13:09
for a two or three hour broadcast,
13:11
maybe we had corporate sponsors,
13:13
many once, we went over into an outside broadcast,
13:16
the break for show from America,
13:18
and the paperwork involved
13:20
in going for meetings
13:22
at the American Embassy
13:24
or the consulate in London
13:27
to do all the paperwork
13:29
of why are you entering the country
13:31
on a working visa and whatnot.
13:33
It was significant,
13:35
but you have to do it
13:37
if you're going to go to the US and work.
13:39
Hopefully all their paperwork is in order.
13:41
I have experience of that myself,
13:43
and don't get me wrong,
13:45
easiest thing would have been to do,
13:47
book that plane ticket,
13:48
stick people on the plane,
13:50
we're going to go to Disney on holiday,
13:52
but I then can't have my staff members
13:56
had they been found working,
13:58
and of course it was a sponsored thing
14:00
by American companies bringing this over and whatnot,
14:02
so it's fabulously difficult, isn't it,
14:04
but hundreds of people being
14:06
dragged away in handcuffs,
14:08
not great, not great.
14:10
Lots to talk about in the podcast soon.
14:12
We're going to talk about BMW,
14:14
UK figures, Sweden figures,
14:16
Tesla sales figures,
14:18
and lots more, and a bit of wireless charging
14:20
coming up on the podcast.
14:22
Stick around, and I'll be back in a mo.
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Alright, welcome back to the podcast.
17:34
Now, BMW showed off
17:38
yesterday. I gave you all the full details.
17:42
I forgot to mention yesterday, they also bought out
17:44
the i3. Now, not the i3 that you,
17:46
and I think the i3 is, this is the new
17:48
3-series, the sedan.
17:50
We first saw it as the vision
17:52
Neuerklasse concept, evolving from that in 2023.
17:56
in the Neuerklasse range.
17:58
It'll be the first 3-series-sized
18:00
electric model BMW offers in Europe
18:02
on arrival next year, the smallest EV
18:04
in the lineup. It revives
18:06
the i3 name last seen on the vehicle
18:08
that ended 3 years ago.
18:10
The i3 and iX3, leading the wider
18:12
rollout at BMW, where the chairman, Oliver
18:14
Zipser, saying the brand
18:18
40 new and updated models
18:20
by the end of 2027.
18:22
That i3, by the way,
18:24
looked pretty production ready, even though it had
18:26
some camouflage on ways out next year.
18:28
So that program is heading
18:30
towards the end of it. The iX3,
18:32
if you haven't heard yesterday's podcast, 500 miles
18:34
of range, 400 kilowatt DC fast charging.
18:40
Sweden's numbers are in, and last month in
18:42
August, Sweden was up to
18:44
59%, we'll call it 60,
18:46
we're all friends here, 60%
18:50
plug-in market share, and that is
18:58
plug-in hybrid. So a big shift
19:02
Last year it was 56.
19:04
So Sweden last year, 56, now in
19:06
August 59, actually year
19:08
to date is even better.
19:12
to date to the end of August.
19:18
The best-selling BEV models
19:20
were the Volvo EX40,
19:22
fifth month in a row in Sweden.
19:24
You won't be surprised here. VW ID
19:28
next. So, you know, it's not Norway
19:30
figures, but hey, 60%
19:32
is a huge, huge number
19:34
for plug-ins. The UK
19:36
numbers are out for August as well, and
19:38
continued growth. Battery
19:40
electric vehicles, pure BEVs,
19:44
new cars registered. Obviously
19:46
we have the mandate here. And many of the
19:48
carmakers have been very vocal.
19:50
Some of the carmakers, Stellantis
19:52
fought really hard. Ford fought really
19:54
hard against mandates in the UK.
19:56
It's inconvenient. It hurts profits.
19:58
No one likes being told
20:00
what to do. And we were always, you know, we were told
20:02
it won't work. We can't hit
20:04
the targets. Well, no one as far as we know
20:06
paid a fine last year for
20:08
missing. And they probably won't do again
20:10
this year, where the number
20:12
goes up again to 28%. And look, we're
20:14
at 26.5%. So we're getting
20:16
really, really close. So
20:20
a little bit of regulation
20:24
industries and economies in the right direction.
20:26
Year-to-dates, almost
20:30
new EVs registered. So I talked about
20:32
Sweden being a big market, but yeah, the
20:34
numbers are in the hundreds. The UK
20:36
is, along with Germany, it flip-flops
20:40
biggest EV markets.
20:46
a 22% market share year-to-date
20:48
August, though, 26.5%.
20:50
And if you're thinking, well, yeah,
20:52
you've juiced the goose there, haven't you? Because
20:54
you got the new grant. Yeah, but the grant
20:56
didn't kick in. It was announced earlier
20:58
in the summer, but the new government grant
21:00
only eligible models
21:02
confirmed in August. And
21:04
so everyone was saying
21:06
in August, like, no one's going to be buying an EV
21:08
because we knew that the grant
21:10
was incoming. And yet we didn't
21:12
know which cars were going to get it. They were
21:14
announcing the list piecemeal. And so
21:16
there was a lot of concern
21:18
that no EV, everyone was just going to hold fire
21:20
until September. Look, they didn't do that.
21:22
Everyone still went and bought their EVs. 35
21:24
models are now on the government list. Up
21:26
to 3,750 pounds off. That's the top tier
21:28
for vehicles like the little Ford
21:32
Also, registration data in the UK
21:34
found that Tesla had a
21:36
good month. Tesla, boy,
21:38
they needed some good news in
21:44
but monthly numbers bounce around
21:48
from going from a thousand vehicles to just over
21:50
3,000 vehicles, that's
21:52
their second best August on record
21:56
Tesla is still down
21:58
6% year over year on the
22:02
months of the year. And so, you know, down
22:04
but not down by those double digits
22:06
we've seen in mainland Europe, like
22:08
30, 40, 50%. So the UK
22:10
a little more resilient for Tesla.
22:12
Boy, do they need the good news. But they've also
22:14
been very, very aggressively discounting
22:24
issues around storage
22:26
space. Last time I was
22:28
at the top floor of IKEA having my veggie
22:30
meatballs in Southampton and I
22:32
looked down at the Tesla storage facility.
22:34
It was packed. And admittedly, you know, the next
22:36
day it could be empty because it clears out. But
22:38
there was a lot of vehicles
22:40
sitting there waiting to find homes.
22:42
Tesla also set a US
22:46
Tesla sold in August
22:48
55,000 vehicles in the United States.
22:50
That's the best of the year again
22:52
so far. According to this, not Tesla numbers.
22:54
They don't do monthly's. Motor intelligence
22:58
that they rose 4.4%.
23:00
Again, Tesla's been after some good
23:02
news in the United States
23:06
finally got some coming through
23:08
on the company's earnings call
23:10
last time out, the CFO
23:12
said they had a limited supply of vehicles
23:14
in the US for the quarter. But the good news
23:16
is with the $7,500 federal
23:18
tax credit, if you go to your
23:20
dealer, whatever car you're buying
23:22
and put the money down and get a signed
23:24
contract to buy the vehicle
23:26
you don't have to take delivery by
23:28
September 30th. Okay, so you've got some breathing
23:32
be some, you know, an end date to it.
23:34
But you can still get the big discount
23:36
off the new cars even
23:38
if they can't quite deliver it. That's good news for Tesla
23:40
which was running low on inventory
23:42
and some of the other
23:44
car makers had quite a lot of inventory
23:46
in local dealerships and so perhaps doesn't
23:48
benefit them so much. But that's a good bit of
23:50
news. Next in the news, Tesla has
23:52
filed paperwork to build a delivery
23:54
center, a customer delivery center
23:56
at Giga, Texas. This is really cool.
23:58
Back in the day, like maybe 10 years ago
24:00
Tesla used to do factory
24:02
tours for fans and then
24:04
the company's too big and too many Tesla fans
24:06
these days to do that. But certainly if you're buying
24:08
a new Tesla, I think a lot of people
24:10
would like to go to Giga, Texas and actually
24:12
pick the vehicle up from where it was
24:14
made. Buying a car is a big deal.
24:16
It's a big purchase and
24:18
it's not once in a lifetime
24:20
but buying a new car is a really special
24:24
you know, back in the day again
24:26
I remember Tesla showrooms here
24:28
in the UK would do the full
24:30
red silk cloth treatment.
24:32
The staff would come out. They'd whip the cloth
24:34
off your brand new Model S. All the staff
24:36
would applaud and stuff like that. Clearly
24:38
Tesla's way too big to do that now.
24:40
It can be these days
24:42
not quite so glamorous. You go to Southampton
24:44
Docks and they go, yeah, yours is the dirty
24:46
one over there. Hop it. It's not quite
24:48
the same as it used to be, is it? And so
24:50
I think this is cool. Permits have gone
24:52
in for Giga, Texas to have a new
24:54
customer delivery center
24:56
at the end of line facility.
24:58
So again, it suits them, doesn't it? The car can roll
25:00
off the production line and they give you the
25:02
keys. And I think for many people as well
25:04
that'd be a really cool thing to do
25:06
to go and get your car from them. Rivian
25:10
ratcheting up their joint venture
25:12
Project The Hiring in Toronto
25:14
actually. The joint
25:16
venture between the US EV maker and the German
25:18
car maker, putting out their dev teams
25:20
this time in Toronto. The hiring
25:22
Android software engineers, simulation
25:24
software engineers and embedded software
25:26
engineers. Working on the infotainment
25:28
development system. Volkswagen
25:30
agreed to invest $6 billion
25:32
and to adopt Rivian's
25:34
architecture of putting vehicles together
25:36
the Zonal architecture for
25:38
future VW Group projects.
25:42
is their top end big
25:44
luxurious vehicle. Production starts
25:46
next year and now they're showing it off
25:48
at flagship brand spaces
25:50
like Genesis House in New York City
25:54
the concept the Neolun
25:56
concept but we think it'll be very similar
25:58
to the GV90 has the coach doors
26:00
so the front door opens one way
26:02
and then the back door opens the other
26:06
they have a different name for those which I'm not too keen on
26:08
we'll call them coach doors. The GV90
26:10
will be built on Hyundai's new platform
26:12
the EM platform which they say is
26:14
450% improvement on driving range
26:16
well that's amazing because
26:18
Hyundai's and Kia's go pretty far already
26:20
advanced level 3 autonomy
26:22
pricing starting around $100,000
26:24
for the first vehicle from Genesis
26:28
is confirming wireless EV charging for the new
26:30
Cayenne due to launch next year
26:32
this is really smart from Porsche because
26:34
wireless charging is not essential
26:36
but it's a nice thing to have
26:38
and it works pretty well these days
26:40
and a lot of Porsche customers
26:42
in terms of the percentage price
26:44
of the purchase price
26:46
it won't be a huge addition
26:48
that's going to be like $4,000-$5,000
26:50
of course but if you're buying a new Cayenne
26:52
and you want a wireless charging
26:54
pad in your garage or
26:56
wherever you park your car
26:58
and maybe you don't want a wallbox on the side
27:00
of your house or your garage maybe you don't want that
27:02
that furniture of a big
27:04
EV charger just sitting there
27:06
well Porsche will give you the option now
27:08
they're launching it next year
27:10
it's 11 kilowatt inductive
27:12
system it's a base plate
27:14
that sits on the ground obviously
27:18
no control unit required
27:20
90% efficiency which still
27:22
blows my mind how can you charge a car that quickly
27:24
and a 90% efficiency
27:26
it's about the same as plugging in which still blows my mind
27:28
the receiver unit sits on the vehicle
27:30
underbody between the front wheels
27:32
the vehicle has to be parked over the floor plate
27:34
and then it's like charging your mobile
27:36
phone it just happens
27:40
about an inch or a centimeter
27:42
of course the Cayenne has air suspension
27:44
and it will lower itself down
27:46
automatically to get as close
27:50
dedicated view in the surround view parking
27:52
function helps you align hasn't got to be
27:54
absolutely perfect like the old systems
28:00
charging will start automatically
28:02
and so that might be a faff that
28:04
people don't want to bother with they might just think
28:06
I want to just pull into my driveway wherever
28:08
and I'll just plug the car in and that's fine
28:10
and honestly it is or they might think
28:12
no it's a toy, it's cool, it's a thing to play with
28:14
I want it, it looks nice
28:16
or for whatever reason
28:18
and honestly Porsche Cayenne customers can probably
28:20
afford to make that decision
28:22
they use a magnetic field that transmits a coil
28:24
made of copper and ferrites in the base plate
28:26
carry alternating current
28:28
generating the field
28:30
Porsche uses ultra wideband technology
28:32
to determine the vehicle's relative position over the plate
28:34
and the vehicle's secondary coil
28:36
which is the receiver
28:38
the magnetic field induces AC
28:40
which a rectifier converts to DC
28:42
for the big battery
28:44
and finally staying with Porsche they say
28:46
their electric models can now charge at Tesla
28:48
superchargers starting
28:50
on Tuesday next week
28:52
it'll add NACS ports
28:54
or J3400 now it's a standard to future
28:56
EVs and in the meantime
28:58
will support customers with adapters
29:00
the rollout is a soft launch
29:02
they say requires the Tesla smartphone app
29:04
to start the sessions and then in time
29:08
will enable charging via the MyPorsche app
29:10
and plug and charge as well
29:12
at some supercharger sites
29:14
Porsche targeting this year
29:16
for NACS port integration
29:18
but looks like the new Cayenne
29:20
coming next year will be the first one
29:22
with J3400 on the side
29:24
either way my US listeners will be
29:26
living in adapter hell for many
29:28
many years and so when the actual
29:32
is on the side of a new vehicle
29:34
the sooner the better
29:38
2024 and earlier model years
29:40
can now get their NACS adapter
29:42
from a couple hundred dollars I think
29:44
contact your local Porsche dealer
29:46
to get all the info
29:48
thanks to our premium partners Porsche of the Village
29:52
Audi of Cincinnati East
29:54
and Volvo cars of Cincinnati East
29:56
National car charging on the US mainland
29:58
and the Loa Haa Charge in Hawaii
30:00
and Octopus Electroverse
30:02
Global public charging made simple
30:04
and easy to get tomorrow
30:06
and remember there's no such thing
30:08
as a self charging hybrid
30:12
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