VW Gets Funding For ID.1, UBER Freight Gets Tesla Alumni and Toyota BZ Improves | 26 Aug 2025

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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.

Welcome back to EV News Daily.

Coming up today, VW gets funding for the ID One.

Uber Freight gets Tesla alumni and Toyota improve the BZ.

Plus, they tuned.

Later in the show, I'll tell you which automaker just received access

to the Tesla Supercharger network,

despite having only a single electric model.

And that is soon to be no more.

Well, good morning, good afternoon,

or good evening wherever you are in the world.

Welcome to EV News Daily,

your trusted source of EV information.

It is Tuesday, 26th of August.

I'm Martin Lee and I go through every EV story

so you don't have to.

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That'll be you, Scott.

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Let's start with news of Volkswagen.

Receiving 30 million euros to build its new ID One in Portugal.

Not the biggest amount of money,

the subsidy incentive from a state or a country ever given,

but 30 million is, you know, nothing to be sneezed at.

And then like in Portugal,

the ID One will be Volkswagen's smallest and cheapest EV.

Maybe not the smallest EV they've ever made.

Of course, they do have the E up in their history,

but the ID One will start at around 20,000 euros.

Volkswagen brand CEO Thomas Schaefer

called the ID One the last piece of the puzzle.

Production starts in 2027

at the Auto Europa plant in Portugal

as confirmed by plant president Thomas Hegel Gunter.

Now Portugal's economy minister Manuel Castro Almeida

said the project is important

and that the Auto Europa plant reinforces

the long tradition of car making

part of the national economy in Portugal.

The ID One will be about 3.8 meters long or 152 inches,

smaller than a Polo coming out in 2027.

It'll be what they say is Volkswagen's first truly

software-defined vehicle.

And if they are talking about their new software

and software-defined vehicles

where you can update them over the air,

where they are using the next generation of software

to create the driver experience,

well that would all be part of the Rivian partnership.

So we've been waiting to see which vehicles

will use the Rivian software

and or rather the software from the Rivian joint venture.

It's not like they're just porting

the Rivian software across,

but which one gets out first in various parts of the world?

So it looks like over here,

the ID One would be the first vehicle

that we would be able to drive

with the new Rivian partnership software.

All right, let's move on.

Now, Uber Freight is getting a very high-profile name

who is ex-Tesla.

Rebecca Tanucci is the former head of charging at Tesla.

It arguably one of the best bits of the business,

the supercharger network.

It's just brilliant, the scale of it,

the installation speed, the reliability,

the vertical integration with the vehicles.

And charging at Tesla is just one of the best things

about the ownership experience.

And now, the former head of that,

Rebecca Tanucci, has become the CEO of Uber Freight,

taking over from the founder.

Before this, she was leading electrification

and sustainability at various companies

like Uber and before that Tesla.

Now, the leadership change follows the launch

of Uber Freight's new AI Logistics Network.

The upgraded system uses a logistics-focused

large language model

with an improved transportation management system.

Uber Freight has built something special, she says,

a platform that changes the game for shippers,

carriers and the entire industry.

And I couldn't be more excited to roll up my sleeves

with this new team, she says.

Now she joined Uber about a year ago

and her background is in things like

connecting systems, growing networks

and speeding up tech adoption.

I think it's a really big hire for Uber

and particularly new CEO at Uber Freight.

Charging is one of her key strengths.

We'll wait and see how Uber and Uber Freight

electrifies under her leadership.

Now, Toyota has launched the 2026 model year,

BZ in the United States,

starting at $36,350.

That includes destination.

And that's for the base trim, that's the XLE.

It's front wheel drive, 57.5 kilowatt hour battery

and a range of 236 miles.

Power comes from a single motor, 168 horsepower.

Hire trims, get the bigger battery.

That is going up from 72.8 to 74.7, a small bump,

but a bump nonetheless on the outgoing BZ.

The XLE plus trim is 39,350,

so three grand more for the bigger battery.

Is it worth it?

Well, your range will go from 236 to 314 miles.

And actually because of improvements they've made,

that trim is 62 miles more than the outgoing model.

So single motor, 221 horsepower,

and about the same price.

I think it's a $800 difference,

but on the outgoing model from the 2025 model year,

but that's a significantly better car.

The all-wheel drive version costs 41350,

dual motors, 338 horsepower,

which is up 124 on the outgoing model.

And the range takes a hit,

as it always does on all-wheel drive cars, 288 miles,

but still again, 60 miles up on the outgoing BZ.

So if you were about to buy one,

or at least one, or finance one, whatever,

maybe it's worth seeing what deals

you can get on the new ones.

So pricing starting at 36,350.

You know, the BZ is not the best EV out there

in terms of electric vehicles,

in terms of the technology inside them.

But if you're a Toyota brand fan,

probably worth having a look,

because the DC fast charging is okay.

It stays at 150 kilowatts, AC charging,

they've bumped to 11 from 7.4.

And of course it now comes

with a North American charging standard,

J3400 plug on the side.

Now, the Chevy Equinox EV.

Now in its third year, you know,

it's getting a new midnight package

and a Polo White paint option for the new model year.

Starting at 36,495.

So pretty much the same,

couple of hundred dollars difference

to that Toyota BZ4X.

That's the base model, by the way.

Go for the LT2 trim, and that's 43.

And the top RS trim is 45 and a half grand.

So yeah, there is a small bump

on the outgoing model year.

They say a reason for the price jump

is the dual level charge cord,

which comes as standard now.

The cord was standard in 2024,

became an option, and now it's standard again.

You get some nice black roof and trim on the RS

at no extra cost, which used to be a paid extra.

And production of the Equinox EV

began earlier this month on August the 4th.

They make it at the Ramos Arispe plant in Mexico

on GM's BEV3 platform,

and a great vehicle that is as well,

very popular with owners.

BYD will launch the ATO 2 compact crossover

in the United Kingdom next month.

Then it starts at 30,000 pounds.

Orders are now open.

BYD positions the ATO 2 as a premium compact crossover.

The base model is the boost trim

coming with alloys, wireless charging,

for your phone, obviously, not for the car.

Vehicle to load, that's always handy,

and a heat pump.

Again, handy in this country.

It uses a front wheel drive motor, 174 horsepower.

Battery, it's okay.

It's 51.1 kilowatt hours range, 214 miles.

Now, you can bump it up if you like

to a high-spec comfort trim.

That comes later, though, at 35,000 pounds.

It'll have a larger touchscreen,

better interior materials,

and a much bigger battery at 64.8 kilowatt hours.

So up to 261 miles on that.

So you might want to wait for the bigger battery

plus a stronger motor.

0 to 60, not really important in that segment.

Vehicle, 7.9 seconds.

Top speed, also not really important.

But it'll do 99 miles an hour.

The peak charge speed is 155 kilowatts

on the bigger battery that comes later.

The one that's available now that you can order

will only charge at 82 kilowatts.

That's pretty slow, but it might not matter to you

if you're buying a cheaper vehicle.

But when I say cheaper vehicle,

I do mean like 20 or 22 grand.

30,000 pounds for a BYD ASSO.

I get it.

They want to be a premium, be viewed as premium.

But you're cross shopping.

Some very, very nice cars.

You know, the 30,000 pound mark,

all there or thereabouts, depending on finance offers.

You're looking at Kia EV3s and Volvo EX30s,

depending on whether you get kind of a nearly new one.

Then, and they are properly nice cars

and they're not a BYD.

No offense, BYD, I'm sure none taken.

But you know what I'm saying?

A Volvo EX30 is a different kettle of fish

to have in your driveway to a BYD ATO 2,

which is for many people,

maybe you and I know it a bit more about BYD,

for many people an unknown proposition.

Now, don't get me wrong.

I'm seeing tons of those new Chinese cars

like the J-Cous flying around and the O-Moders.

And so clearly people are buying them.

But, and I see a lot of BYDs as well.

But when you start saying we want to be premium,

I think 30 grand is a lot for that base trim.

I know 30 grand's not a lot in terms of new cars these days,

but I feel like 30,000 pounds seems like a lot of money

for a Chinese BYD base trim, small battery, slow charging.

And you know, maybe you want to wait

for that better trim, I don't know.

Right, before we take a break,

we'll do one more story.

Maxus is launching a new van, the E-Deliver 75.

It's more than a van, it's a truck actually, 7.5 ton,

all electric truck here in the UK.

Revealed last year, it has a 120 kilowatt hour CATL battery,

WLTP at 155 miles, not much for a 120 kilowatt hour battery,

but it is a big beast being a 7.5 ton truck.

DC charging at 120 kilowatts,

and you can do a half hour stop to get to 80%,

which is for many, if you're driving a 7.5 ton truck

after you've done a couple of hundred miles or a bit less,

you probably do want to break for half an hour.

It will carry up to 4,600 kilograms,

over 10,000 pounds to wheelbase options.

You know, nice place to be, cruise control,

heated steering wheel, keyless start, vehicle to load,

all the toys, safety and assistance features as well,

with 360 camera, reversing sensors,

and a five year warranty as well.

So I know, feeling a bit of a niche, I would say,

maybe not for you and I,

but if you need a 7.5 ton electric truck,

maybe you do a lot of driving, I don't know,

into cities, congestion zones, zero emission zones,

maybe your business has a CO2 target to hit

and you want to buy something like that,

it adds to the mix, doesn't it?

Adds to the mix of vehicles on offer.

Right, we'll take a break.

We'll talk battery storage very soon.

That's an interesting topic

that is kind of adjacent to electric vehicles.

Also, we'll talk about batteries and small EVs

and why they're important.

Stick around, I'll be back in a mo.

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In a week, you'll forget you set it up.

In a month, you'll see real dollars piling up.

In a year, you'll be shocked

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All right, welcome back to the podcast.

Now, Patreon supporters, get the podcast ad free.

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All right, let's get back to the podcast now.

The UK's national grid has connected

the biggest battery energy storage system

to our transmission network.

It's in Essex Tilbury substation.

The storage project uses a 300 megawatt system

with a total of 600 megawatt hours now running.

Thoric storage delivers flexible electricity

to London and the Southeast.

Enough to power 680,000 homes to balance, supply,

and demand when it's needed.

To handle more power,

national grid upgraded the substation

with new protection and control systems.

National grid's also working to connect

an even bigger facility to support the region's energy.

That's so cool.

Adding batteries to the grid, it just makes sense.

The more we do it, the cheaper it'll get as we scale it.

Batteries becoming increasingly important

than just to the cars that we drive

but how the electricity gets to our home

and possibly even charges our cars.

Now, Seattle's Electric Era is speeding up

DC fast charge infrastructure installations

at retail locations using private label chargers.

They're battery buffered DC fast chargers

can cut peak power demand by 70%

reducing the impact on the local energy grid.

Washington State and Snohommish County Public

Utility District is how I say it.

Sorry, local residents,

if I've just butchered your name there.

Picked Electric Era for the co-funded

DC fast charging projects,

including Arlington in Washington,

the company installed an eight-stall

200 kilowatt charging system

using the site's electrical setup

by using current grid connections.

The cost of rate payers was down,

installation took only a few months.

The savings come from combining the battery power

at the EV charging site

and grid power that limits peak demand charges.

Batteries even at the charges are a really smart idea.

Now, how do we make batteries better?

Well, Group 14,

which makes silicon anode materials

for lithium ion batteries,

just raised $463 million to expand production.

They have three factories,

two in the US and one in South Korea.

The investment round was led by the battery maker SK

alongside Microsoft and Porsche.

Group 14 has also bought the rest

of its joint venture with SK,

giving it full control

of their South Korean battery factory.

Silicon is being developed to replace graphite

in battery anodes

because it can hold up to 10 times more electrons.

The problem is that pure silicon anodes

break down when you charge and discharge

because the silicon expands and contracts

more than graphite does.

So Group 14 say they solve this

by making structures with empty spaces

and scaffolds that hold the silicon,

allowing it to expand and contract

without damaging the anode.

Their materials can be mixed with graphite

or used on its own.

Most manufacturers still mix silicon

with graphite for stability.

Group 14 says its tech can raise

the battery energy density by up to 50%,

aiming for 10 minute DC fast charge times.

Now, small EVs, I absolutely love them.

I'm not talking about ridiculously small

little one-seaters,

although honestly, that's all very interesting.

A Renault Twingo would be very much fun to have

and all the little single-seater things you see

with a box on the back doing, I don't know,

cargo deliveries in inner city London,

but proper small EVs that are registered

as cars, not quadricycles.

That lower end of the market, man, I absolutely love it.

I'm so excited when these vehicles

become second, third, fourth hand

and we pick them up at much cheaper prices.

A recent global fuel economy initiative report

suggests making EVs smaller,

will increase EV adoption, diversify battery

and car supply chains

and help traditional car makers actually survive.

A UC Davis paper from looking at the move to electrification

looks at the global car market data

all the way back to 2005.

The paper shows a move towards larger, heavier vehicles.

This is driven by bigger profits for the car makers

and the report says that more SUV sales

have been raising car prices.

Good for profit margins, but it slowed down

how fast people are turning over their cars,

how they replace their old ones

and it's actually slowed down the switch to EV.

The gradual fattening of cars, if you like,

focusing on bigger EVs raises costs, consumer costs.

It reduces the environmental benefits

and China now makes up 27% of the global passenger car sales.

They lead in producing small EVs

and have done for a very long time.

This report says that success in China

makes legacy car companies elsewhere

perceive less strategic opportunity for them

and less likely to leave gasoline behind.

So they make a lot of money from big,

sometimes more premium, higher profit margin,

gasoline or hybrid SUVs and big beasts.

And actually, if we all drove smaller cars,

the move to EV would happen a little bit quicker.

Isn't that interesting?

All right, talk in China.

Beijing produced over 310,000 EVs

in the first seven months of this year,

already topping the total for all of last year.

That in July alone, 52,000 EVs were made.

Xiaomi's super factory is in Beijing

or at least the kind of economic development area of Beijing.

That is running non-stop.

It uses nearly all automated production and automation

and a bureau official said that rising demand

for popular models like Xiaomi's SU7 and YU7

are driving companies to use more smart technology

to upgrade their production,

to improve equipment use, speeding up deliveries,

still long wait times on those Xiaomi's by the way.

Let's move on.

And talk a little bit about global EV battery production.

Now, Nikkei analysis with S&P Global Mobility

shows global annual EV battery capacity

will reach 3.9 gigawatt hours.

The demand this year, though, 1.16 gigawatt hours.

That means that if all the battery factories in the world

that make batteries for EVs

were producing and running at maximum capacity,

then supply would be three times,

at least three times higher than demand.

And over twice as much by 2030 even then,

China now makes 70% of the world's EV battery.

CATR leads the market, BYD is second.

The likes of LG and Panasonic ranking third and fourth.

Panasonic started running

a new US battery facility in July,

but they've actually delayed full production.

Originally planned for late next year,

again, because of scaling concerns,

their key customer is Tesla.

Top South Korean battery makers

are also reconsidering some of their US investments.

Automakers themselves are cutting spending

because of EV adoption

not matching where they thought it would be.

Toyota have postponed a new battery plant in Japan.

Honda's done the same in Canada.

Meanwhile, Chinese companies are investing more,

helped by steady domestic demand

European car makers using Chinese batteries.

CATL is expanding into Europe, BYD too.

These trends may widen the gap in production

and tech between the Chinese battery suppliers

and its rivals around the world.

And finally, Jaguar Land Rover.

Make the eye pace.

Well, they used to anyway.

It's a very, very good car.

Whenever I see one, I'm reminded,

my gosh, I'd love one of those.

However, Jaguar Land Rover's electric vehicles

can now use Tesla's supercharging network

in North America.

Currently, that means the eye pace,

the eye pace, and the eye pace.

It supports DC fast charging

and it's pretty much out of production.

And in 2023, Jaguar said it will adopt J-3400,

starting in 2025.

Well, look, it's 2025 and they hit it.

If you're an eye pace owner,

you can now use Tesla's supercharges.

Well, not all of them,

specifically V3s and V4s.

Eye pace has a CCS charging port in North America,

so you'll need a Nax to CCS-1 adapter.

Jaguar hasn't even given details

about which adapters are approved.

Sometimes the car makers are very picky over

which ones you can use only theirs, for instance.

And Jaguar Land Rover's gone,

nah, fill your boots, how about it?

You can now use the Tesla supercharging network.

Other charging networks are now installing charges

with J-3400 connectors.

Now it's a standard by SAE.

Manufacturers are preparing to sell new EVs

with the charging ports as well,

as it rapidly becomes the new charging standard

in North America.

So what will we end up with?

It'll be North America on J-3400.

Europe is well with CCS-2

and Megawatt charging standard for commercial vehicles.

And China, well, that's approved

the new Xiaoji-1 standard,

which brings together GBT,

which is their charger, and Chatham-O as well.

As of now, I think it's like 80 Xiaoji-compatible

high-powered chargers deployed across major cities

and highways for testing.

I think it's expected still to become

the default standard for high-powered DC installations

in China, commercial fleets, things like that.

But I'll have to update myself

on the very latest on Xiaoji.

For now, of course, the GBT standard in China

is where it's at.

So I think we'll settle on three

when we global standards.

And that's your podcast for today.

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If you're an HVAC technician and a call comes in,

Granger knows that you need a partner

that helps you find the right product fast and hassle-free.

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is a clanking blower motor,

there's no need to break a sweat.

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after 50 gigabytes per month when network is busy.

See terms.

VW Gets Funding For ID.1, UBER Freight Gets Tesla Alumni and Toyota BZ Improves | 26 Aug 2025

Chevrolet Equinox

Toyota bZ4X

Atto Ato 2

Kia EV3

Renault Twingo

Xiaomi SU7

About this episode

Original notes