EV Sales Progress: ID.4, Volvo XC40 , Porsche Taycan, Mustang Mach-E | 05 Oct 2021

Show #1235

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

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"The monthly share of new zero-emission BEV (Battery electric vehicle) passenger car registrations as a percentage of the total new car market achieved a new high in September. 15.3 per cent of all the new  passenger cars entering West European roads during the closing month of the third quarter, were pure electric passenger cars, according to exclusive data published each month in Schmidt Automotive Research’s in-depth monthly European Electric Car Data Trend Report."

Matthias Schmidt writes: "Just under 136 thousand new pure electric cars entered the 18 market West European region monitored by the report each month. Despite volumes falling 30 thousand short of the all-time monthly volume high, recorded in December 2020, as passenger car manufacturers made a last-ditch attempt to meet newly phased-in CO2 fleet emission targets, achieving a 15.1 BEV per cent mix of the total market, the September BEV penetration of the 18-market region saw levels surpass that. A number of reasons impacted the new record in September, namely; the boost from Tesla’s end of quarter volumes, achieving a monthly record of 34,000 units, or every fourth BEV – boosted by both the Model Y introduction and shipments from China –  as well as the semiconductor situation deflating the total passenger car market."

All from InsideEVs: 

"Volkswagen ID.4, sales improved slightly from 5,756 in Q2 to 6,049 in Q3, which probably will further increase over the next quarters. The ID.4 share out of the total Volkswagen sales was 7.6%. The company notes that its data indicates that more than two-thirds of ID.4 customers are switching from other brands."

"The Volvo Recharge plug-in sub-brand accounted for about 18.2% of the total volume, which is about 1,700 units. In California, the share increased to a record high 52% so the company sells more plug-ins than non-plug-ins there. We estimate that the total plug-in volume in Q3 was 5,960. Volvo's Recharge lineup is currently comprised of a total of seven models, two all-electric (the C40 is coming soon) and five plug-in hybrids. By 2030, all Volvo models wiil become be completely electric. In 2022, the company plans to launch the electric successor of the XC90, based on the Scalable Product Architecture (SPA2), that will be produced in Ridgeville, South Carolina, together with the Polestar 3, also based on the SPA2."

"The Taycan/Taycan Cross Turismo (all versions) sales increased marginally, by 0.2% year-over-year to 1,861, far behind the outstanding Q2 result, but enough to remain the third best selling Porsche model. The all-electric Porsche stands for nearly 12.2% of all Porsche sales during the period. Porsche's BEV lineup currently consists a total of nine Taycan/Taycan Cross Turismo versions:"

"In the case of the Ford Mustang Mach-E, in September sales amounted to 1,578 (1.1% of Ford's total result) - below the monthly average so far this year. The total volume in the Q3 was 5,880. "Mustang Mach-E retail sales expanded 9.2 percent in September. With 18,855 Mach-Es sold through September, Mach-E ranks second in full electric SUV sales behind Tesla’s Model Y. Over-the-air modem activation rates for Mach-E are the highest in Ford’s portfolio at 97 percent." The gross stock of Mach-E is at about 5,000 in the U.S. (at dealerships and in transport, we assume). That's two times more than the 2,600 we noted in August."

"Porsche designed the Taycan to also be compatible with the existing 400 V DC fast-charging infrastructure. The car comes with 50 kW capability as standard, with a 150 kW unit as an option GM, with its wide ranging product lineup is designing the Ultium modular electric powertrain so that it can underpin both 400 V and 800 V applications. So while most vehicles will initially have 400 V battery packs capable of fast-charging up to 200 kW, the larger truck platform on which the GMC Hummer is built, will support 800 V with a 350 kW fast-charging capability." says Electronics 360: "Another mainstream, high-volume brand already planning to implement the 800 V powernet is Hyundai. The recently announced Ioniq 5, based on the new and dedicated E-GMP EV platform, will have an 800 V architecture that can be charged at 232 kW. Confirming the growing interest in 800 V charging, power electronics suppliers Delphi Technologies and Hitachi have both developed 800 V inverters. Delphi claiming that it will be supplying its 800 V “Viper” inverter to three out of the top four global premium automakers by 2024."

"With the fuel delivery crisis still rumbling on and petrol prices expected to rise by around 5p-a-litre in the coming days, more drivers are reportedly considering buying an electric vehicle. The latest EV due to hit the market next year is Citroen's diminutive Ami, which is as long as a standard UK parking space is wide and has a range of just 46 miles." according to thisismoney: "The French maker, having confirmed that it will sell the tiny battery model in Britain from 2022 just a fortnight ago, says it has already taken over 1,000 reservations online. A total of 1,130 pre-orders have been placed on the car company's UK website, which requires a £250 deposit that is refunded if the driver changes their mind. The Ami uses a 5.5kWh battery that recharges in three hours from a conventional domestic socket.  This provides a top speed of just 28mph and a claimed range of 46 miles."

"Volvo Cars, the Swedish auto maker owned by Zhejiang Geely Holding Group Co. of China, is completing plans for an initial public offering and is set to announce details of the listing as early as Monday, in a deal that could value the car maker at as much as $25 billion, according to people familiar with the matter." says WSJ.com: "A listing, if it goes ahead, would represent one of the car industry’s most dramatic turnarounds. Ford Motor Co. , weakened by the global financial crisis, sold the Swedish company to Geely for $1.8 billion in 2010."

"ELECTRIC car sales could reduce energy bills for everyone across the UK, according to a new report from Ofgem.  They have predicted a high number of electric cars could reduce costs for all bill payers, including non EV owners. They said EV’s will allow the electricity network to work better which would then reduce average costs." writes the Express: "Ofgem said the market was currently trying to introduce products and services tailored specifically towards electric car owners. These EV tariffs offer cheaper rates overnight to encourage owners to charge their car at off-peak periods. However, they said energy supply was increasingly being bundled in with electric car services."

“We believe that high numbers of EVs on the system could reduce total costs of energy for everyone, even non EV owners, particularly if [it] is the norm that EVs charge in ‘off-peak’ hours, using smart charging. EV owners are expected to benefit from cheaper running costs of EVs compared to petrol or diesel vehicles, but non-EV owners will also benefit. This is because EVs will enable a better utilisation of the electricity network and generation assets, thereby reducing unit costs.”

"Germany’s Federal Ministry of Transport and Digital Infrastructure (BMVI) opened the tender process for the national fast-charging network: Deutschlandnetz. Companies and company consortia can compete for the bid to set up and operate around 900 fast-charging locations throughout Germany. (Earlier post.)" says Green Car Congres: "The Germany network is intended to ensure the basic supply with fast charging infrastructure in medium and long-haul traffic with around 8,000 additional fast charging points. It complements the already existing large fast-charging locations and thus ensures a nationwide and needs-based fast-charging infrastructure throughout Germany. In a second tender, the construction and operation of around 200 fast-charging locations at unmanaged rest areas on the federal motorways will be tendered. The tendering of the nationwide motorway lots will be carried out in autumn by the Autobahn GmbH."

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