German Tesla Model Y WILL Use ‘Battery Day’ Technology | 7 Oct 2020
Berlin-made Model Y Will Use ‘Battery Day’ Technology | Volvo Small EV Is Based On Platform Shared With Polestar | Volvo XC40 Recharge 208 miles EPA range | GMC Hummer EV to be unveiled during the World Series | 90,000 BEVs join West European roads in September | Tesla Has Chance to Surpass 500K Cars In 2020 | Elon Musk Approaches Another Big Payday | PG&E Reminds EV Drivers to Apply for $800 Clean Fuel Rebate Before End of Year | New All-Electric Niagara Falls Tour Ferries Powered By ABB Enter Service
On today’s podcast:
- Berlin-made Model Y Will Use ‘Battery Day’ Technology
- Volvo's New Small EV Is Based On A Platform Shared With Polestar
- Volvo XC40 Recharge electric SUV manages 208 miles EPA range
- GMC Hummer EV will be unveiled during the World Series
- 90,000 BEVs join West European roads in September
- Tesla Has Chance to Surpass 500K Annual Production in 2020
- Elon Musk Approaches Another Big Payday
- PG&E Reminds EV Drivers to Apply for $800 Clean Fuel Rebate Before End of Year
- New All-Electric Niagara Falls Tour Ferries Powered By ABB Enter Service
Show #902
Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Wednesday 7th October. It’s Martyn Lee here and I go through every EV story so you don't have to.
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BERLIN-MADE MODEL Y WILL USE ‘BATTERY DAY’ TECHNOLOGY
"Elon Musk has confirmed some interesting details about the vehicles that Tesla will be producing at Giga Berlin. According to the Tesla CEO, the Model Y that will be produced at the facility will be using the company’s custom 4680 cells and structural battery pack. Gigafactory Berlin will also be using single-piece front and rear castings for its vehicles, on top of a new paint shop." writes Teslarati: "The confirmation of 4680 cells and structural battery packs for the Made-in-Germany Model Y is big news for the electric car community. During Battery Day, after all, Tesla took a very conservative stance when announcing its battery production targets, a strategy that appears to have confounded and disappointed Wall Street. That said, the company did show subtle signs that it may be ready to produce vehicles with its 4680 cells and structural battery pack sooner than expected."
Elon Musk: "Berlin will use 4680 cell with structural battery pack & front & rear single piece castings. Also, a new paint system. Lot of new technology will happen in Berlin, which means significant production risk. Fremont & Shanghai will transition in ~2 years when new tech is proven. We do expect to make heavy use of LFP for medium range cars & stationary storage. Prototypes are a piece of cake, but high volume production of a new technology is extremely hard. Takes much longer than people think to climb the production S-curve. I can’t emphasize enough that production is by *far* the hard part.. Bringing a new product to volume production is 1% inspiration & 99% perspiration. You do still need that critical seed of inspiration, but it’s fun & takes ~100 people. Production takes >10,000 people & hurts like hell until the gigantic cybernetic collective runs smoothly. The Model 3 production ramp was sheer agony for two years, but that was do or die for Tesla. No US car company has reached high volume production with sustained free cash flow in ~100 years. Hundreds of car startups all died or were absorbed for peanuts by big three.. Battery pack will be a bonded structure with cells providing shear transfer between steel upper & lower face sheets, eliminating most of the center body parts while providing better torsional rigidity & improved polar moment or inertia. This is a *major* breakthrough. The crash absorption rails can be cut off & replaced with a bolted part for collision repair ".
The impression from Battery Day was that the 4680 would be Plaid/Semi/Cybertruck/Roadster
How different Battery Day could have been perceived.
Will they keep the range the same and use fewer cells? Will they go for more range? Tabless cell. 5 x energy, +16% range, 6x power. Sandy Munro said that in contrast to 4,416 2170 cells Long Range pack there will be 960 cells of 4680.
Tesla Battery day said the cell-to-pack technology means 370 fewer parts.
VOLVO'S NEW SMALL EV IS BASED ON A PLATFORM SHARED WITH POLESTAR
"Volvo has confirmed it will build a new small electric crossover based on a platform developed to underpin vehicles from a very interesting spectrum of future cars, including Polestar, Lotus and even those new electric London taxis." says Jalopnik: "Volvo has a plan to boost its battery-powered vehicle sales exponentially in the next five years, and now the hazy gap between next year’s all-electric XC40 crossover and 2022’s planned all-electric XC90 may be filled with something on all-new architecture."
According to Automotive News: "Volvo Cars confirmed it will build a small electric car, which will be a crucial part of its effort to get half of its global sales from battery-powered vehicles by 2025. The model will use the recently revealed Sustainable Experience Architecture (SEA) that the Swedish automaker helped parent Zhejiang Geely Holding develop."
https://jalopnik.com/volvos-new-small-ev-is-based-on-a-platform-shared-with-1845300345
VOLVO XC40 RECHARGE ELECTRIC SUV MANAGES 208 MILES EPA RANGE
"The EPA gave the Recharge a range estimate of just 208 miles. While that wouldn't be terrible on its own, it starts to look a bit grimmer when you consider that the Recharge is packing a fairly sizable battery -- 78 kilowatt-hours, to be precise -- and the same drivetrain as the Polestar 2." says CNET: "Part of it has to do with the body shape of the XC40. It's less slippery than the Polestar 2 or Tesla's Model Y, for example, and wind resistance is a surefire way to eat up range. That shape difference would account for the approximately 11% worse range than the Polestar. Even if things are better in practice than they are on paper, that 208-mile range figure might be enough on its own to cause customers to look elsewhere. Still, if the driving dynamics are as good as in the ICE-powered XC40, then maybe the extra expense of going to the Recharge over something like the Chevy Bolt would be worth it."
https://www.cnet.com/roadshow/news/volvo-xc40-recharge-electric-suv-range-epa/
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GMC HUMMER EV WILL BE UNVEILED DURING THE WORLD SERIES
"A big-time vehicle reveal deserves a prime-time multi-platform debut. At least, that seems to be the opinion of the folks tasked with reintroducing the American public on October 20 to the Hummer nameplate, this time affixed to pickups and SUVs that also wear General Motors' "Professional Grade" GMC badge. And instead of a standalone brand with dealerships full of gas-guzzling off-road beasts, this new, kinder, gentler and fully electric Hummer won't sip any gas at all." reports Jalopnik: "The debut will take place across several channels. As has been the de facto process during the pandemic, the event will be streamed online. But — taking a page from the reveal of the Ford Bronco this past July — it will also be witnessed by watchers of the World Series on Fox and "The Voice" on NBC (at least those who are watching live and aren't skipping commercials). Interestingly, according to The Detroit News the television segments will be spread across multiple commercial breaks as sort of a mini film. We know it'll boast 1,000 horsepower, go from 0-60 in around 3 seconds, have the next generation of GM's Super Cruise autonomy technology, have removable roof panels and be able to crab walk."
https://www.autoblog.com/2020/10/07/gmc-hummer-debut-world-series-the-voice-streaming/
90,000 BEVS JOIN WEST EUROPEAN ROADS IN SEPTEMBER
From @auto_schmidt:
The perfect storm leads to 90,000 BEVs (7.5% mix) joining West European roads in September
- YTD >400k BEV
- More than FY 2019 with 3 months left
- Total plug-in market (PHEV/BEV) remains on target to reach 1m volume this year"
TESLA HAS CHANCE TO SURPASS 500K ANNUAL PRODUCTION IN 2020
"As Tesla just recently announced its all-time record Q3 deliveries of 139,300 units—and production of 145,036 units—the company will need to deliver roughly 182,000 units in Q4 to hit its 2020 target of half a million units." according to Tesmanian: "Recently, we learned from a leaked email from Tesla CEO Elon Musk to all employees that the company has a chance to make over 500k units in a year for the very first time in the history."
From Elon: ""When we started Tesla just over 16 years ago, I never thought we would get this far, but, thanks to your hard work and ingenuity, we actually have a chance of making half a million cars in a single year. Wow, that is so incredible!! This all comes down to Q4. Please take whatever steps you can think of to improve output (while increasing quality)."
ELON MUSK APPROACHES ANOTHER BIG PAYDAY
"Tesla's upcoming quarterly report could put another $3 billion in Chief Executive Elon Musk's pocket." writes Autoblog: "Tthe six-month average of its stock market value hit $250 billion, a milestone toward triggering the fourth of 12 tranches of options to buy Tesla stock at a discount . To secure Musk's fourth tranche, Tesla still must hit a goal related to revenue or profitability, and that could happen in the company's third-quarter report, the date of which has yet to be announced. Each tranche gives Musk the option to buy 8.44 million Tesla shares at $70 each, about a sixth of their current price. At Tesla’s current stock price of $420, Musk would theoretically be able to sell the shares related to the upcoming tranche, plus three other tranches that vested in recent months, for a combined profit of $11.8 billion, or almost $3 billion per tranche"
https://www.autoblog.com/2020/10/06/elon-musk-stock-option-payout-tesla-earnings/
PG&E REMINDS EV DRIVERS TO APPLY FOR $800 CLEAN FUEL REBATE BEFORE END OF YEAR
"Pacific Gas and Electric Company (PG&E) is reminding residential customers who have purchased or leased an electric vehicle to apply for the company’s $800 Clean Fuel Rebate before it concludes at the end of 2020.PG&E’s Clean Fuel Rebate is a one-time $800 rebate for PG&E residential electric customers who are EV drivers and is in addition to any federal, state or local incentives customers may be eligible for. Launched in 2017, the rebate will be concluding at the end of 2020. To date, PG&E has paid over $92 million to about 145,000 customers through the rebate. The deadline to apply for the rebate is December 31, 2020."
NEW ALL-ELECTRIC NIAGARA FALLS TOUR FERRIES POWERED BY ABB ENTER SERVICE
"Tour boat passengers will be able to experience one of the wonders of the natural world undisturbed by exhaust fumes, engine noise or vibrations, after a pair of vessels installed with all-electric propulsion from ABB have been approved to enter service on October 6, 2020.""with power drawn from a high-capacity battery pack supplied and integrated by ABB. each powered by a pair of battery packs providing 316 kWh total capacity divided across two catamaran hulls, offering a level of redundancy that helps to safeguard operations. The batteries allow the electric propulsion motors to reach an output of up to 400 kW, with the power setup controlled by ABB’s Power and Energy Management System. They are charged using locally produced hydroelectricity – ensuring that the energy cycle for the operation of the Maid of the Mist ferries is entirely emissions free – in a process that takes just seven minutes during disembarkation and boarding."
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