Pepsi: Our Tesla Semi Trucks Arrive This Year | 08 Nov 2021

Episode 1271,   Nov 08, 2021, 01:00 AM

Today’s big EV stories:
• Samsung SDI and SK On to Compete with Chinese Makers with Prismatic Batteries
• BMW i7 reportedly getting three electric motors shared with i5 M
• Tesla's New 12V Li-Ion Auxiliary Battery Has CATL Cells Inside
• PepsiCo CEO says he expects delivery of first Tesla Semis this quarter
• How Ford Nearly Lost Rivian To General Motors
• UK EV Supercharging Company Gridserve to Expand to US, Asia
• E-mobility event Electrify Expo set for Friday through Sund ay at COTA
• UK developer Harmony Energy’s IPO raises US$251 million for Tesla Megapack rollout
• E-Bikes Are Absolutely Crushing Electric Cars in Sales
• Transport by Electric Scooters: Are Our Cities Ready for Micromobility?

Show #1271

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Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Monday 8th November. 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.

Welcome to three new Patreon Producers!  First up it’s ANDREW WHELAN. And also welcome BRIAN D ANDERSON.

Plus a new Executive Producer BILL CALHOUN. Thank you so much.

NEW LOTUS TYPE 132 SUV PREVIEWED IN OFFICIAL IMAGE

- Lotus has given a first look at its maiden SUV, which is codenamed the Type 132 and due to be revealed in full next year.

- As first reported by Autocar, the Type 132 has been in development since 2016 and is set to launch with two four-wheel-drive variants, offering between 600bhp and 750bhp. It will be able to accommodate batteries ranging from 92-120kWh in capacity and will offer 800V charging.

- The Norfolk firm has released the first in a series of official videos that will build up to the launch of the new Aston Martin DBX rival, which will be a key element of its bold growth strategy under the ownership of Chinese car giant Geely.

- The Type 132 will be built at a new £900 million manufacturing facility in Wuhan, China, and will be one of two Chinese-built EVs the firm will launch in the next five years.


SAMSUNG SDI AND SK ON TO COMPETE WITH CHINESE MAKERS WITH PRISMATIC BATTERIES

- Korea’s three major battery makers, which have announced massive investment plans for the United States, are shifting their focus to Europe. They are looking to secure an edge with next-generation batteries in a price war with Chinese battery companies.

- The key is competition with Chinese battery companies. China’s CATL, the world's largest battery company, is building a battery plant in Germany for commercial operation from 2022. CATL produces prismatic batteries and is expected to focus on expanding orders from Volkswagen. In March, Volkswagen announced that it would increase the proportion of prismatic batteries to 80 percent by 2030.

- Samsung SDI and CATL will compete fiercely in the prismatic battery sector. Samsung SDI is betting on Gen. 5, a next-generation prismatic battery to be used for BMW electric vehicles.

- Major European automakers such as Daimler, BMW and Volkswagen are placing battery orders worth tens of trillion won to secure batteries for their vehicles to be launched after 2024.


BMW I7 REPORTEDLY GETTING THREE ELECTRIC MOTORS SHARED WITH I5 M

- It was back in March last year when BMW originally announced there would be a fully electric version of the next-generation 7 Series.

- CEO Oliver Zipse revealed during the Annual Accounts Press Conference 2020 the variant without a combustion engine would be the most potent.

- Likely to be called i7, the 7 Series sans gasoline/diesel engine is said to have three electric motors in its highest specification. According to Auto Motor und Sport, two of them will be mounted at the back and the third one will be positioned on the front axle. The report mentions the e-motor driving the front wheels will have less power.

- the same three-motor setup could be installed in a full-fat M version of the next 5 Series in EV form (i5) with a yet-to-be-confirmed total output of 750 horsepower.

- It won’t ride on a dedicated electric car platform as it will share its underpinnings and most of the design as well as shape with the combustion-engined models. For a bespoke EV from Bavaria, 2025 will be the year when the Neue Klasse architecture will debut.


TESLA'S NEW 12V LI-ION AUXILIARY BATTERY HAS CATL CELLS INSIDE

- With the refreshed Model S/Model X, Tesla switched from conventional lead-acid to an all-new lithium-ion 12 V auxiliary battery (Model 3/Model Y still uses a conventional one). Thanks to an outstanding, two-part presentation and teardown conducted by Ingineerix, we can take an in-depth look at this new solution, hinted at in early 2021 by Elon Musk and shown only briefly at the delivery event.

- previously Tesla was using in the Model S/Model X a 12 V, 33 Ah lead-acid AGM battery. It stores about 0.4 kWh of energy, but weight is quite substantial: 27 lbs (12 kg). According to Ingineerix, such batteries last in Teslas about 2-4 years, which is pretty low and sometimes causes unexpected problems if the car stops working.

- The new,lithium-ion battery is much smaller and much lighter (only about 4 lbs / 1.8 kg). That's because it's much higher energy density, but also has a lower energy content. We assume that with a more reliable and "smart" solution, there is no need for 0.4 kWh. The battery has only a 0.1 kWh of energy (99 Wh to be precise) and a capacity of 6.9 Ah, according to the description.

- the new battery consists of a BMS circuit board made by CATL and four prismatic NMC lithium-ion battery cells (6.9 Ah each), connected in series.


PEPSICO CEO SAYS HE EXPECTS DELIVERY OF FIRST TESLA SEMIS THIS QUARTER

- PepsiCo CEO Ramon Laguarta said on Monday that the company is expecting its first delivery of Tesla Semi trucks in the fourth quarter.

- Laguarta was speaking from the 26th United Nations Climate Change Conference, or COP26. During an interview on “Squawk on the Street,” CNBC’s Jim Cramer asked about PepsiCo’s plans to reduce carbon dioxide emissions.

- “Transportation is about 10% of our overall gas emissions so it’s important and we’re working on different solutions. We replace our fleet regularly, every ten years more or less...and we’re already starting to buy electric trucks actually from Tesla. I mean I don’t want to promote anybody but that’s the brand we’re using so far and we’re getting our first deliveries this Q4.”

- The comments come almost four years after PepsiCo first announced it would purchase 100 Tesla Semi trucks. It was the largest known pre-order of the vehicle at the time.

- On the company’s Q2 earnings call in July, Tesla said it was pushing the Semi program to 2022 due to supply chain challenges and the limited availability of battery cells.


HOW FORD NEARLY LOST RIVIAN TO GENERAL MOTORS

- GM was interested in Rivian at the same time as Ford, and Scaringe had chatted with Mary Barra about a potential investment, and those talks advanced quickly. GM were ready to pull the trigger, and Rivian was ready to take the money. WSJ reports that Rivian’s leaders were skeptical of GM

- in April of 2019, Ford announced it would be investing $500 million in Rivian. Since then, Ford’s investments have reached $1.2 billion.


UK EV SUPERCHARGING COMPANY GRIDSERVE TO EXPAND TO US, ASIA

- A U.K. company is in discussions with fuel forecourt operators in Europe, Asia and the U.S. to install vehicle-charging facilities that use electricity generated from renewable sources.

- Gridserve Holdings Ltd. is already building a network of fast-charging hubs in Britain and now is planning to expand further afield. The initial international projects will be announced within the next few months, said Toddington Harper, founder and chief executive officer.

- The company’s backers include Richard Branson’s The Rise Fund and Hitachi Capital U.K. Plc.

- “Everything we have achieved in the U.K. has required us to overcome massive complexities and challenges -- experience we’ve spent years developing,” Harper said. “It’s now time to share those learnings with partners across the world and accelerate the shift to net zero transport.”


E-MOBILITY EVENT ELECTRIFY EXPO SET FOR FRIDAY THROUGH SUNDAY AT COTA

- The Electrify Expo, North America’s largest e-mobility event, will take place from Friday through Sunday at the Circuit of the Americas

- Over a half-million square feet of display space will be filled with electric vehicle and e-mobility brands including BMW, Mercedes-Benz, Porsche, Hyundai, Polestar, Kia, Volvo, Volkswagen, MINI, SUPER73, Rad Power Bikes and Segway. Visitors will be able to test drive electric products on demo courses throughout the weekend.

- Admission starts at $20; free for ages 5 and younger. For tickets: electrifyexpo.com/attend.


UK DEVELOPER HARMONY ENERGY’S IPO RAISES US$251 MILLION FOR TESLA MEGAPACK ROLLOUT


E-BIKES ARE ABSOLUTELY CRUSHING ELECTRIC CARS IN SALES


TRANSPORT BY ELECTRIC SCOOTERS: ARE OUR CITIES READY FOR MICROMOBILITY?


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