00:00
The number one resolution for people last year was to save more money,
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00:57
Capital One's tech team isn't just talking about multi-agentic AI.
01:01
They are already deployed one.
01:03
It's called Chat Concierge, and it's simplifying car shopping.
01:06
Using self-reflection and layered reasoning with live API checks,
01:11
it doesn't just help buyers find a car they love.
01:13
It helps schedule a test drive, get pre-approved for financing,
01:17
and estimate trading value.
01:19
Advanced, intuitive, and deployed.
01:21
That's how they stack.
01:24
That's how they stack.
01:26
That's technology at Capital One.
01:29
Let's do the 60-Second Savings Challenge.
01:32
Step one, download Rocket Money.
01:34
Step two, link your accounts and see every subscription you're paying for.
01:38
Tap one you don't use and cancel it.
01:41
That's money back every month.
01:43
Step three, create a financial goal.
01:45
$50 every paycheck or let the app automatically move small amounts of cash when you can afford it.
01:51
In a week, you'll forget you set it up.
01:53
In a month, you'll see real dollars piling up.
01:56
In a year, you'll be shocked at how much money you've saved.
01:58
Bonus challenge, upload an internet or phone bill and let Rocket Money try to lower it.
02:03
You only pay if they find you savings.
02:06
On average, Rocket Money members can save up to $740 a year
02:10
when using all the app's premium features.
02:12
Users love the app with over 186,000 five-star ratings.
02:16
Make saving money the resolution you actually keep.
02:19
Start the 60-Second Savings Challenge at rocketmoney.com slash cancel.
02:23
That's rocketmoney.com slash cancel.
02:26
Rocketmoney.com slash cancel.
02:30
Capital One's tech team isn't just talking about multi-agentic AI.
02:34
They already deployed one.
02:36
It's called Chat Concierge and it's simplifying car shopping.
02:39
Using self-reflection and layered reasoning with live API checks,
02:44
it doesn't just help buyers find a car they love.
02:46
It helps schedule a test drive.
02:48
Get pre-approved for financing and estimate trading value.
02:52
Advanced, intuitive and deployed.
02:54
That's how they stack.
02:56
That's technology at Capital One.
02:59
Welcome back to EV News Daily.
03:01
Coming up today, VW gets funding for the ID One.
03:04
Uber Freight gets Tesla alumni and Toyota improve the BZ.
03:10
Later in the show, I'll tell you which automaker just received access
03:13
to the Tesla Supercharger network,
03:15
despite having only a single electric model.
03:18
And that is soon to be no more.
03:20
Well, good morning, good afternoon,
03:21
or good evening wherever you are in the world.
03:23
Welcome to EV News Daily,
03:24
your trusted source of EV information.
03:26
It is Tuesday, 26th of August.
03:27
I'm Martin Lee and I go through every EV story
03:30
so you don't have to.
03:31
Welcome to a new podcast producer.
03:33
That'll be you, Scott.
03:35
Scott Wright signed up yesterday to support the show.
03:37
Patreon supporters go ad-free and support the work
03:41
Plus, be part of the EV News Daily community.
03:44
You can be like Scott by clicking on a link in the show notes.
03:48
Let's start with news of Volkswagen.
03:50
Receiving 30 million euros to build its new ID One in Portugal.
03:55
Not the biggest amount of money,
03:58
the subsidy incentive from a state or a country ever given,
04:02
but 30 million is, you know, nothing to be sneezed at.
04:05
And then like in Portugal,
04:06
the ID One will be Volkswagen's smallest and cheapest EV.
04:09
Maybe not the smallest EV they've ever made.
04:11
Of course, they do have the E up in their history,
04:14
but the ID One will start at around 20,000 euros.
04:18
Volkswagen brand CEO Thomas Schaefer
04:20
called the ID One the last piece of the puzzle.
04:22
Production starts in 2027
04:25
at the Auto Europa plant in Portugal
04:27
as confirmed by plant president Thomas Hegel Gunter.
04:32
Now Portugal's economy minister Manuel Castro Almeida
04:35
said the project is important
04:37
and that the Auto Europa plant reinforces
04:40
the long tradition of car making
04:42
part of the national economy in Portugal.
04:44
The ID One will be about 3.8 meters long or 152 inches,
04:49
smaller than a Polo coming out in 2027.
04:52
It'll be what they say is Volkswagen's first truly
04:55
software-defined vehicle.
04:57
And if they are talking about their new software
04:59
and software-defined vehicles
05:01
where you can update them over the air,
05:03
where they are using the next generation of software
05:05
to create the driver experience,
05:08
well that would all be part of the Rivian partnership.
05:10
So we've been waiting to see which vehicles
05:15
will use the Rivian software
05:17
and or rather the software from the Rivian joint venture.
05:20
It's not like they're just porting
05:21
the Rivian software across,
05:23
but which one gets out first in various parts of the world?
05:26
So it looks like over here,
05:28
the ID One would be the first vehicle
05:30
that we would be able to drive
05:32
with the new Rivian partnership software.
05:35
All right, let's move on.
05:36
Now, Uber Freight is getting a very high-profile name
05:42
Rebecca Tanucci is the former head of charging at Tesla.
05:45
It arguably one of the best bits of the business,
05:49
the supercharger network.
05:50
It's just brilliant, the scale of it,
05:53
the installation speed, the reliability,
05:56
the vertical integration with the vehicles.
05:58
And charging at Tesla is just one of the best things
06:01
about the ownership experience.
06:02
And now, the former head of that,
06:05
Rebecca Tanucci, has become the CEO of Uber Freight,
06:10
taking over from the founder.
06:11
Before this, she was leading electrification
06:14
and sustainability at various companies
06:16
like Uber and before that Tesla.
06:18
Now, the leadership change follows the launch
06:19
of Uber Freight's new AI Logistics Network.
06:22
The upgraded system uses a logistics-focused
06:25
large language model
06:26
with an improved transportation management system.
06:29
Uber Freight has built something special, she says,
06:31
a platform that changes the game for shippers,
06:33
carriers and the entire industry.
06:36
And I couldn't be more excited to roll up my sleeves
06:38
with this new team, she says.
06:39
Now she joined Uber about a year ago
06:41
and her background is in things like
06:43
connecting systems, growing networks
06:45
and speeding up tech adoption.
06:46
I think it's a really big hire for Uber
06:48
and particularly new CEO at Uber Freight.
06:51
Charging is one of her key strengths.
06:54
We'll wait and see how Uber and Uber Freight
06:57
electrifies under her leadership.
07:00
Now, Toyota has launched the 2026 model year,
07:04
BZ in the United States,
07:06
starting at $36,350.
07:10
That includes destination.
07:12
And that's for the base trim, that's the XLE.
07:16
It's front wheel drive, 57.5 kilowatt hour battery
07:20
and a range of 236 miles.
07:24
Power comes from a single motor, 168 horsepower.
07:27
Hire trims, get the bigger battery.
07:31
That is going up from 72.8 to 74.7, a small bump,
07:36
but a bump nonetheless on the outgoing BZ.
07:39
The XLE plus trim is 39,350,
07:45
so three grand more for the bigger battery.
07:49
Well, your range will go from 236 to 314 miles.
07:54
And actually because of improvements they've made,
07:57
that trim is 62 miles more than the outgoing model.
08:01
So single motor, 221 horsepower,
08:05
and about the same price.
08:06
I think it's a $800 difference,
08:08
but on the outgoing model from the 2025 model year,
08:11
but that's a significantly better car.
08:14
The all-wheel drive version costs 41350,
08:17
dual motors, 338 horsepower,
08:21
which is up 124 on the outgoing model.
08:24
And the range takes a hit,
08:26
as it always does on all-wheel drive cars, 288 miles,
08:31
but still again, 60 miles up on the outgoing BZ.
08:35
So if you were about to buy one,
08:37
or at least one, or finance one, whatever,
08:39
maybe it's worth seeing what deals
08:41
you can get on the new ones.
08:43
So pricing starting at 36,350.
08:46
You know, the BZ is not the best EV out there
08:50
in terms of electric vehicles,
08:53
in terms of the technology inside them.
08:55
But if you're a Toyota brand fan,
08:58
probably worth having a look,
09:00
because the DC fast charging is okay.
09:03
It stays at 150 kilowatts, AC charging,
09:05
they've bumped to 11 from 7.4.
09:09
And of course it now comes
09:10
with a North American charging standard,
09:11
J3400 plug on the side.
09:13
Now, the Chevy Equinox EV.
09:17
Now in its third year, you know,
09:19
it's getting a new midnight package
09:21
and a Polo White paint option for the new model year.
09:24
Starting at 36,495.
09:27
So pretty much the same,
09:29
couple of hundred dollars difference
09:31
to that Toyota BZ4X.
09:33
That's the base model, by the way.
09:35
Go for the LT2 trim, and that's 43.
09:38
And the top RS trim is 45 and a half grand.
09:42
So yeah, there is a small bump
09:44
on the outgoing model year.
09:47
They say a reason for the price jump
09:49
is the dual level charge cord,
09:50
which comes as standard now.
09:52
The cord was standard in 2024,
09:55
became an option, and now it's standard again.
09:58
You get some nice black roof and trim on the RS
10:01
at no extra cost, which used to be a paid extra.
10:04
And production of the Equinox EV
10:06
began earlier this month on August the 4th.
10:08
They make it at the Ramos Arispe plant in Mexico
10:12
on GM's BEV3 platform,
10:15
and a great vehicle that is as well,
10:17
very popular with owners.
10:18
BYD will launch the ATO 2 compact crossover
10:21
in the United Kingdom next month.
10:23
Then it starts at 30,000 pounds.
10:25
Orders are now open.
10:27
BYD positions the ATO 2 as a premium compact crossover.
10:31
The base model is the boost trim
10:33
coming with alloys, wireless charging,
10:35
for your phone, obviously, not for the car.
10:37
Vehicle to load, that's always handy,
10:42
Again, handy in this country.
10:44
It uses a front wheel drive motor, 174 horsepower.
10:48
Battery, it's okay.
10:49
It's 51.1 kilowatt hours range, 214 miles.
10:54
Now, you can bump it up if you like
10:57
to a high-spec comfort trim.
10:58
That comes later, though, at 35,000 pounds.
11:02
It'll have a larger touchscreen,
11:03
better interior materials,
11:05
and a much bigger battery at 64.8 kilowatt hours.
11:09
So up to 261 miles on that.
11:11
So you might want to wait for the bigger battery
11:14
plus a stronger motor.
11:16
0 to 60, not really important in that segment.
11:18
Vehicle, 7.9 seconds.
11:20
Top speed, also not really important.
11:23
But it'll do 99 miles an hour.
11:26
The peak charge speed is 155 kilowatts
11:31
on the bigger battery that comes later.
11:34
The one that's available now that you can order
11:36
will only charge at 82 kilowatts.
11:38
That's pretty slow, but it might not matter to you
11:42
if you're buying a cheaper vehicle.
11:44
But when I say cheaper vehicle,
11:45
I do mean like 20 or 22 grand.
11:49
30,000 pounds for a BYD ASSO.
11:53
They want to be a premium, be viewed as premium.
11:55
But you're cross shopping.
11:57
Some very, very nice cars.
11:59
You know, the 30,000 pound mark,
12:01
all there or thereabouts, depending on finance offers.
12:04
You're looking at Kia EV3s and Volvo EX30s,
12:09
depending on whether you get kind of a nearly new one.
12:12
Then, and they are properly nice cars
12:15
and they're not a BYD.
12:17
No offense, BYD, I'm sure none taken.
12:19
But you know what I'm saying?
12:20
A Volvo EX30 is a different kettle of fish
12:23
to have in your driveway to a BYD ATO 2,
12:28
which is for many people,
12:30
maybe you and I know it a bit more about BYD,
12:32
for many people an unknown proposition.
12:35
Now, don't get me wrong.
12:36
I'm seeing tons of those new Chinese cars
12:38
like the J-Cous flying around and the O-Moders.
12:41
And so clearly people are buying them.
12:44
But, and I see a lot of BYDs as well.
12:47
But when you start saying we want to be premium,
12:49
I think 30 grand is a lot for that base trim.
12:54
I know 30 grand's not a lot in terms of new cars these days,
12:57
but I feel like 30,000 pounds seems like a lot of money
13:01
for a Chinese BYD base trim, small battery, slow charging.
13:05
And you know, maybe you want to wait
13:07
for that better trim, I don't know.
13:08
Right, before we take a break,
13:09
we'll do one more story.
13:10
Maxus is launching a new van, the E-Deliver 75.
13:15
It's more than a van, it's a truck actually, 7.5 ton,
13:18
all electric truck here in the UK.
13:21
Revealed last year, it has a 120 kilowatt hour CATL battery,
13:26
WLTP at 155 miles, not much for a 120 kilowatt hour battery,
13:31
but it is a big beast being a 7.5 ton truck.
13:35
DC charging at 120 kilowatts,
13:38
and you can do a half hour stop to get to 80%,
13:40
which is for many, if you're driving a 7.5 ton truck
13:45
after you've done a couple of hundred miles or a bit less,
13:48
you probably do want to break for half an hour.
13:51
It will carry up to 4,600 kilograms,
13:55
over 10,000 pounds to wheelbase options.
13:58
You know, nice place to be, cruise control,
14:01
heated steering wheel, keyless start, vehicle to load,
14:04
all the toys, safety and assistance features as well,
14:09
with 360 camera, reversing sensors,
14:12
and a five year warranty as well.
14:14
So I know, feeling a bit of a niche, I would say,
14:17
maybe not for you and I,
14:18
but if you need a 7.5 ton electric truck,
14:20
maybe you do a lot of driving, I don't know,
14:22
into cities, congestion zones, zero emission zones,
14:25
maybe your business has a CO2 target to hit
14:29
and you want to buy something like that,
14:30
it adds to the mix, doesn't it?
14:32
Adds to the mix of vehicles on offer.
14:35
Right, we'll take a break.
14:36
We'll talk battery storage very soon.
14:38
That's an interesting topic
14:40
that is kind of adjacent to electric vehicles.
14:43
Also, we'll talk about batteries and small EVs
14:48
and why they're important.
14:50
Stick around, I'll be back in a mo.
14:54
Let's do the 60 second savings challenge.
14:56
Step one, download rocket money.
14:59
Step two, link your accounts
15:00
and see every subscription you're paying for.
15:03
Tap one you don't use and cancel it.
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That's money back every month.
15:07
Step three, create a financial goal.
15:11
or let the app automatically move small amounts of cash
15:14
when you can afford it.
15:15
In a week, you'll forget you set it up.
15:17
In a month, you'll see real dollars piling up.
15:20
In a year, you'll be shocked
15:22
at how much money you've saved.
15:23
Bonus challenge, upload an internet or phone bill
15:26
and let rocket money try to lower it.
15:28
You only pay if they find you savings.
15:30
On average, rocket money members
15:32
can save up to $740 a year
15:34
when using all of the app's premium features.
15:36
Users love the app with over 186,000 five-star ratings.
15:41
Make saving money the resolution you actually keep.
15:44
Start the 60 second savings challenge
15:45
at rocketmoney.com slash cancel.
15:47
That's rocketmoney.com slash cancel.
15:50
Rocketmoney.com slash cancel.
15:54
If you're an HVAC technician and a call comes in,
15:57
Granger knows that you need a partner
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that helps you find the right product fast and hassle free.
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And you know that when the first problem of the day
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is a clanking blower motor,
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With Granger's easy to use website and product details,
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humming right along.
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Call 1-800-GRANGER, click Granger.com or just stop by.
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Granger, for the ones who get it done.
16:25
The holidays are expensive.
16:27
You're paying for gifts, travel, decorations, food,
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and before you know it,
16:31
you've blown way past what you were planning to spend.
16:34
Don't start the new year off with bad money vibes.
16:36
Download rocketmoney to stay on top of your finances.
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The app pulls your income, expenses,
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and upcoming charges into one place
16:44
so you can get the clearest picture of your money.
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It shows how much to set aside for bills
16:48
and how much is safe to spend for the month
16:50
so you can spend with confidence.
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No guesswork needed.
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Get alerts before bills hit,
16:55
track budgets, and see every subscription you're paying for.
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RocketMoney also finds extra ways to save you money
17:01
by canceling subscriptions you're not using
17:03
and negotiating lower bills for you.
17:06
On average, RocketMoney users can save up to $740 a year
17:10
when using all the app's premium features.
17:12
Start the year off right
17:13
by taking control of your finances.
17:15
Go to rocketmoney.com slash cancel to get started.
17:18
That's rocketmoney.com slash cancel.
17:21
Rocketmoney.com slash cancel.
17:24
If you're the purchasing manager at a manufacturing plant,
17:28
you know having a trusted partner makes all the difference.
17:31
That's why hands down you count on Granger for auto-reordering.
17:35
With on-time restocks,
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your team will have the cut-resistant gloves
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they need at the start of their shift.
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And you can end your day knowing they've got safety
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Call 1-800-GRANGER, click Granger.com, or just stop by.
17:50
Granger for the ones who get it done.
17:54
All right, welcome back to the podcast.
17:56
Now, Patreon supporters, get the podcast ad free.
17:59
You can be part of the EV news community as well
18:02
like our newest producer, Scott Wright, signing up yesterday.
18:06
You're absolute legend.
18:08
You can be like him and have a look at that link
18:11
in the show notes or listen to the ad supported free feed
18:14
which will always be free.
18:17
All right, let's get back to the podcast now.
18:20
The UK's national grid has connected
18:22
the biggest battery energy storage system
18:24
to our transmission network.
18:26
It's in Essex Tilbury substation.
18:29
The storage project uses a 300 megawatt system
18:34
with a total of 600 megawatt hours now running.
18:37
Thoric storage delivers flexible electricity
18:40
to London and the Southeast.
18:42
Enough to power 680,000 homes to balance, supply,
18:46
and demand when it's needed.
18:48
To handle more power,
18:49
national grid upgraded the substation
18:52
with new protection and control systems.
18:55
National grid's also working to connect
18:57
an even bigger facility to support the region's energy.
19:03
Adding batteries to the grid, it just makes sense.
19:05
The more we do it, the cheaper it'll get as we scale it.
19:09
Batteries becoming increasingly important
19:11
than just to the cars that we drive
19:13
but how the electricity gets to our home
19:16
and possibly even charges our cars.
19:19
Now, Seattle's Electric Era is speeding up
19:22
DC fast charge infrastructure installations
19:24
at retail locations using private label chargers.
19:28
They're battery buffered DC fast chargers
19:31
can cut peak power demand by 70%
19:34
reducing the impact on the local energy grid.
19:37
Washington State and Snohommish County Public
19:41
Utility District is how I say it.
19:43
Sorry, local residents,
19:44
if I've just butchered your name there.
19:46
Picked Electric Era for the co-funded
19:48
DC fast charging projects,
19:50
including Arlington in Washington,
19:52
the company installed an eight-stall
19:54
200 kilowatt charging system
19:56
using the site's electrical setup
19:59
by using current grid connections.
20:02
The cost of rate payers was down,
20:03
installation took only a few months.
20:06
The savings come from combining the battery power
20:08
at the EV charging site
20:11
and grid power that limits peak demand charges.
20:14
Batteries even at the charges are a really smart idea.
20:17
Now, how do we make batteries better?
20:22
which makes silicon anode materials
20:24
for lithium ion batteries,
20:25
just raised $463 million to expand production.
20:29
They have three factories,
20:30
two in the US and one in South Korea.
20:32
The investment round was led by the battery maker SK
20:36
alongside Microsoft and Porsche.
20:38
Group 14 has also bought the rest
20:40
of its joint venture with SK,
20:41
giving it full control
20:43
of their South Korean battery factory.
20:45
Silicon is being developed to replace graphite
20:49
because it can hold up to 10 times more electrons.
20:51
The problem is that pure silicon anodes
20:55
break down when you charge and discharge
20:58
because the silicon expands and contracts
21:00
more than graphite does.
21:01
So Group 14 say they solve this
21:05
by making structures with empty spaces
21:08
and scaffolds that hold the silicon,
21:10
allowing it to expand and contract
21:11
without damaging the anode.
21:13
Their materials can be mixed with graphite
21:15
or used on its own.
21:16
Most manufacturers still mix silicon
21:19
with graphite for stability.
21:20
Group 14 says its tech can raise
21:22
the battery energy density by up to 50%,
21:26
aiming for 10 minute DC fast charge times.
21:30
Now, small EVs, I absolutely love them.
21:34
I'm not talking about ridiculously small
21:37
little one-seaters,
21:38
although honestly, that's all very interesting.
21:41
A Renault Twingo would be very much fun to have
21:43
and all the little single-seater things you see
21:46
with a box on the back doing, I don't know,
21:49
cargo deliveries in inner city London,
21:52
but proper small EVs that are registered
21:55
as cars, not quadricycles.
21:58
That lower end of the market, man, I absolutely love it.
22:00
I'm so excited when these vehicles
22:01
become second, third, fourth hand
22:03
and we pick them up at much cheaper prices.
22:06
A recent global fuel economy initiative report
22:10
suggests making EVs smaller,
22:12
will increase EV adoption, diversify battery
22:16
and car supply chains
22:17
and help traditional car makers actually survive.
22:22
A UC Davis paper from looking at the move to electrification
22:28
looks at the global car market data
22:30
all the way back to 2005.
22:32
The paper shows a move towards larger, heavier vehicles.
22:37
This is driven by bigger profits for the car makers
22:41
and the report says that more SUV sales
22:44
have been raising car prices.
22:47
Good for profit margins, but it slowed down
22:50
how fast people are turning over their cars,
22:53
how they replace their old ones
22:55
and it's actually slowed down the switch to EV.
22:58
The gradual fattening of cars, if you like,
23:03
focusing on bigger EVs raises costs, consumer costs.
23:06
It reduces the environmental benefits
23:09
and China now makes up 27% of the global passenger car sales.
23:13
They lead in producing small EVs
23:16
and have done for a very long time.
23:18
This report says that success in China
23:21
makes legacy car companies elsewhere
23:24
perceive less strategic opportunity for them
23:28
and less likely to leave gasoline behind.
23:31
So they make a lot of money from big,
23:34
sometimes more premium, higher profit margin,
23:38
gasoline or hybrid SUVs and big beasts.
23:42
And actually, if we all drove smaller cars,
23:44
the move to EV would happen a little bit quicker.
23:47
Isn't that interesting?
23:48
All right, talk in China.
23:49
Beijing produced over 310,000 EVs
23:52
in the first seven months of this year,
23:54
already topping the total for all of last year.
23:58
That in July alone, 52,000 EVs were made.
24:02
Xiaomi's super factory is in Beijing
24:06
or at least the kind of economic development area of Beijing.
24:11
That is running non-stop.
24:12
It uses nearly all automated production and automation
24:15
and a bureau official said that rising demand
24:17
for popular models like Xiaomi's SU7 and YU7
24:21
are driving companies to use more smart technology
24:23
to upgrade their production,
24:24
to improve equipment use, speeding up deliveries,
24:27
still long wait times on those Xiaomi's by the way.
24:32
And talk a little bit about global EV battery production.
24:35
Now, Nikkei analysis with S&P Global Mobility
24:39
shows global annual EV battery capacity
24:42
will reach 3.9 gigawatt hours.
24:47
The demand this year, though, 1.16 gigawatt hours.
24:53
That means that if all the battery factories in the world
24:56
that make batteries for EVs
24:58
were producing and running at maximum capacity,
25:01
then supply would be three times,
25:04
at least three times higher than demand.
25:07
And over twice as much by 2030 even then,
25:10
China now makes 70% of the world's EV battery.
25:13
CATR leads the market, BYD is second.
25:18
The likes of LG and Panasonic ranking third and fourth.
25:21
Panasonic started running
25:23
a new US battery facility in July,
25:25
but they've actually delayed full production.
25:27
Originally planned for late next year,
25:30
again, because of scaling concerns,
25:32
their key customer is Tesla.
25:35
Top South Korean battery makers
25:36
are also reconsidering some of their US investments.
25:40
Automakers themselves are cutting spending
25:42
because of EV adoption
25:44
not matching where they thought it would be.
25:46
Toyota have postponed a new battery plant in Japan.
25:50
Honda's done the same in Canada.
25:52
Meanwhile, Chinese companies are investing more,
25:54
helped by steady domestic demand
25:57
European car makers using Chinese batteries.
26:00
CATL is expanding into Europe, BYD too.
26:03
These trends may widen the gap in production
26:06
and tech between the Chinese battery suppliers
26:09
and its rivals around the world.
26:12
And finally, Jaguar Land Rover.
26:16
Well, they used to anyway.
26:18
It's a very, very good car.
26:19
Whenever I see one, I'm reminded,
26:21
my gosh, I'd love one of those.
26:22
However, Jaguar Land Rover's electric vehicles
26:25
can now use Tesla's supercharging network
26:30
Currently, that means the eye pace,
26:32
the eye pace, and the eye pace.
26:36
It supports DC fast charging
26:38
and it's pretty much out of production.
26:39
And in 2023, Jaguar said it will adopt J-3400,
26:44
Well, look, it's 2025 and they hit it.
26:46
If you're an eye pace owner,
26:48
you can now use Tesla's supercharges.
26:50
Well, not all of them,
26:51
specifically V3s and V4s.
26:54
Eye pace has a CCS charging port in North America,
26:57
so you'll need a Nax to CCS-1 adapter.
27:02
Jaguar hasn't even given details
27:04
about which adapters are approved.
27:06
Sometimes the car makers are very picky over
27:08
which ones you can use only theirs, for instance.
27:11
And Jaguar Land Rover's gone,
27:12
nah, fill your boots, how about it?
27:14
You can now use the Tesla supercharging network.
27:18
Other charging networks are now installing charges
27:21
with J-3400 connectors.
27:23
Now it's a standard by SAE.
27:25
Manufacturers are preparing to sell new EVs
27:27
with the charging ports as well,
27:29
as it rapidly becomes the new charging standard
27:34
So what will we end up with?
27:35
It'll be North America on J-3400.
27:38
Europe is well with CCS-2
27:41
and Megawatt charging standard for commercial vehicles.
27:44
And China, well, that's approved
27:46
the new Xiaoji-1 standard,
27:49
which brings together GBT,
27:51
which is their charger, and Chatham-O as well.
27:54
As of now, I think it's like 80 Xiaoji-compatible
27:56
high-powered chargers deployed across major cities
27:58
and highways for testing.
28:01
I think it's expected still to become
28:02
the default standard for high-powered DC installations
28:05
in China, commercial fleets, things like that.
28:08
But I'll have to update myself
28:10
on the very latest on Xiaoji.
28:12
For now, of course, the GBT standard in China
28:16
So I think we'll settle on three
28:17
when we global standards.
28:20
And that's your podcast for today.
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