One Million EVs On German Roads | 05 Aug 2021

Episode 1168,   Aug 05, 2021, 12:00 AM

Today’s big EV stories:
• Tesla may begin sourcing batteries from BYD
• The Genesis GV60 Before You Were Supposed To See It
• Arrival Van completes first autonomous ride
• Ferrari boss has no fears over electric future
• Firestone breaks ground on project tied to electric vehicles
• One million electric vehicles on German roads
• Modified Tesla Model S Plaid Sets EV Lap Record at Laguna Seca
• Global Plug-In Car Sales June 2021: Record Of Over 580,000
• Norway At 84.7% Plugin EV Share In July - Mustang Mach-E Bestseller
• Nissan and AESC to build ¥50 billion car-battery plant in Japan
• Tesla chair Denholm sells shares worth more than $22 million

Show #1168.

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Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Thursday 5th August. It’s  Martyn Lee here and I go through every EV story so you don't have to.

Thank you to MYEV.com for helping make this show, they’ve built the first marketplace specifically for Electric Vehicles. It’s a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too.

TESLA MAY BEGIN SOURCING BATTERIES FROM BYD

- Tesla plans to use blade batteries from BYD with LFP cells from the second quarter of 2022, according to rumours from China. Tesla electric cars with BYD batteries are already in the “C-sample test phase”.

- The rumours come from the portal cls.cn, which refers to information from the Financial Associated Press.

- BYD will “supply Tesla with blade batteries in the second quarter of next year”. BYD would not comment on the information to the portal.

- Tesla relies on LFP cells from CATL for the standard range versions of the Model 3 and Model Y produced in China.

- Either Tesla wants to test and establish an alternative supplier for the standard range models here, or it could be the planned new entry-level model. This model, preemptively called the ‘Model 2’, is being developed in China

- BYD uses the Blade battery in its Han EV electric sedan and Tang EV electric SUV, among others – but it was announced from the start that external customers would also be supplied.

- According to PushEVs, BYD is supposed to achieve 140 Wh/kg at pack level. With the LFP cells that CATL supplies to Tesla, on the other hand, only 125 Wh/kg are said to be possible. At cell level, the blade batteries, which have been given this name because of their unusually large and long cells, achieve up to 166 Wh/kg. The cells are 905 millimetres long, 118 millimetres high and 13.5 millimetres wide.


THE GENESIS GV60 BEFORE YOU WERE SUPPOSED TO SEE IT

- Genesis will launch the third fully-electric model based on Hyundai’s new E-GMP platform. Expected to be called the Genesis GV60, the vehicle will be e a more luxurious alternative to the Hyundai Ioniq 5 and the Kia EV6, and based on this photo, it’s also going to be a bit more conventional looking too.

- The rear end of the GV60 has the same fastback look as the EV6 and it also has an interesting detail in the C-pillar. It looks like the chrome trim that follows the upper part of the side glass dips and makes a V shape behind the rear door - this is quite an unusual detail and it looks like the inside of the V will be black to make it seem part of the rear glass.


ARRIVAL VAN COMPLETES FIRST AUTONOMOUS RIDE

- EV startup Arrival has shared news that its electric van has completed a demonstration at a fully functioning parcel depot without a driver inside. This is the first time the Arrival Van has completed an autonomous drive of this kind, which now paves the way for road testing.

- Last month, Arrival received an order for five of its electrified Arrival Buses from the City of Anaheim, California, which followed the company’s news in May that it had partnered with Uber to design an Arrival Car specifically for rideshare drivers.

- Arrival shared news of a successful live demonstration of its ADS within an Arrival Van at a fully functional parcel depot in the UK. The Arrival Van successfully completed all operations a commercial fleet driver would perform on an average day, but did so autonomously.

- Max Kumskoy, Arrival’s head of advanced driver assistance and automated driving systems, elaborates:

At Arrival, we are building supplementary technologies that will help drivers. Depot maneuvers are the most accident-prone parts of a worker’s shift and with our technology, we hope to introduce greater safety by removing human driving errors happening in confined environments. We are starting with a fixed controlled environment in the depot, where we are truly able to test and validate our technology. We can then understand how it will operate on public roads, in our vehicles, and how it can be implemented worldwide.


FERRARI BOSS HAS NO FEARS OVER ELECTRIC FUTURE

- Ferrari (RACE.MI), the sports car maker synonymous with roaring petrol engines, welcomes the shift to electric powertrains and is confident of retaining its lead in the market for high performance cars, its chairman said on Monday.

- European Union last month proposed an effective ban on the sale of new petrol and diesel cars from 2035 as part of its measures to combat global warming, posing a challenge to automakers that have made powerful engines a key selling point.

- Ferrari Chairman and acting CEO John Elkann told analysts on Monday the company known for its 'Prancing Horse' logo saw the change in technology as an opportunity.

- Ferrari has pledged to launch its first all-electric car in 2025.


FIRESTONE BREAKS GROUND ON PROJECT TIED TO ELECTRIC VEHICLES

- A global auto parts supplier has broken ground on a $51 million project adding 250 jobs at a rural Kentucky plant in an expansion tied to auto industry plans to ramp up electric vehicle production. Firestone Industrial Products Co. was joined by state and local officials Monday as construction officially began on the expansion in Williamsburg, a statement from Gov. Andy Beshear said. The project is largely geared toward producing air suspension systems for electric vehicles.


ONE MILLION ELECTRIC VEHICLES ON GERMAN ROADS

- Germany with half a year delay has achieved its 2020 target to get one million electric vehicles on its roads, with 57,000 being registered in July alone.

- “One million electric cars mean a million times less CO2 emissions in traffic, because 60% of greenhouse gas emissions from traffic in Germany are attributable to cars alone,” said environment minister Svenja Schulze.

- Germany’s car industry increasingly bets on e-mobility, with top seller Volkswagen planning to boost the share of electric vehicles as part of is European sales to 60% by 2030. VW has earmarked $14bn alone for battery cell orders from Swedish manufacturer Northvolt.


MODIFIED TESLA MODEL S PLAID SETS EV LAP RECORD AT LAGUNA SECA

- Unplugged Performance was one of the first shops to get its hands on a Tesla Model S Plaid and it immediately set about modifying it to be a Pikes Peak beast. After a great run at the Hill Climb, it headed to Laguna Seca to develop the car even further. The UP Plaid was so heavily modified that it no longer counts as a production car, but regardless, it set a damn impressive new EV lap record of 1:28.213 with Randy Pobst at the wheel. In case you're wondering, that's within one second of the track's production car lap record, which was also set by Pobst in a McLaren Senna.

- The vehicle Pobst drove is known as "Dark Helmet"

- There's a new steering wheel, too, so no comedy yoke.


GLOBAL PLUG-IN CAR SALES JUNE 2021: RECORD OF OVER 580,000

- Global passenger plug-in electric car sales increased in June by 153% year-over-year to about 583,000, which is the new all-time monthly record.

- Plug-in market share improved to 8.7%, including:

BEVs: about 407,000 (up 154% year-over-year) and 6.1% share
PHEVs: about 176,500 (up 151% year-over-year) and 2.6% share
Total: 583,507 (up 153% year-over-year) and 8.7% share

- So far this year, passenger plug-in electric car sales stand at over 2.5 million, while the market share increased to 6.3%. It's expected that in 2021 plug-in car sales will exceed 6 million.

- The top-selling models year-to-date:

Tesla Model 3 - 70,397 and 243,753 YTD
Wuling's Hong Guang MINI EV - 29,143 and 181,810 YTD
Tesla Model Y - 36,727 and 138,401 YTD
BYD Han EV - 5,802 and 38,667 YTD
Volkswagen ID.4 - 12,262 and 38,499 YTD


NORWAY AT 84.7% PLUGIN EV SHARE IN JULY - MUSTANG MACH-E BESTSELLER

- Norway, the world’s leading country in the electric transport revolution, saw plugin electric vehicles take 84.7% of new auto sales in July 2021, up from 68.4% in July 2020. This is a great result in the context of 2021’s favourite vehicle, the Tesla Model 3, not shipping in any significant volume in July.

- July’s 84.7% plugin result comprised 64.1% full electrics (BEVs) and 20.6% plugin hybrids (PHEVs), a similar ratio to recent months. Cumulative plugin share for 2021 year-to-date now stands at 82.9%, with BEVs at just over 58%.

- Another notable Norwegian performance in July was the new Hyundai Ioniq 5, which was neck-and-neck with the VW ID.4 in sales volume. On sale for just over 2 months, it has quickly ramped to a volume that will soon put it inside the cumulative top 10.

- BYD has just landed 100 units of the new BYD Tang BEV (with LFP blade battery) in Norway this past weekend. All-new auto industry entrants like Rivian and Nio, amongst many others, also have a chance to take share from slumbering giants, and won’t hesitate.


NISSAN AND AESC TO BUILD ¥50 BILLION CAR-BATTERY PLANT IN JAPAN


TESLA CHAIR DENHOLM SELLS SHARES WORTH MORE THAN $22 MILLION

QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM

What’s the ideal location for a charging port on any EV? Petrol filler caps are usually in the same location and forecourts all the look the same. Is it time we encouraged EV makers and charging suppliers to standardize socket location and charger design?

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