EV Brief Podcast #44: Danny Thai, Zecar & Shaun Garrard, Industry Expert
In this episode, Jonathan sits down with Danny Thai of Zecar and Shaun Garrard, EV industry expert to discuss the Chinese EV market, battery technology, charging infrastructure rollout in Australia and more.
In this EV Brief Hangout, three EV-focused friends sit down at a table and discuss zero emissions transport on World EV Day.
Danny Thai is the founder of zecar.com, a one-stop-shop for electric car news, comparisons, data and clean energy.
https://www.linkedin.com/in/dannythai123/
Shaun Garrard has extensive experience across the automotive and electric vehicle sectors in the Asia Pacific region, including with Tesla Australia and WM Motor in Shanghai.
Timecodes:
00:00 - Introduction
01:25 - What's happening this week in EVs
02:50 - Shaun's background
06:20 - Do western countries see China as a serious automotive player?
08:35 - Wan Gan - the man behind China's EV dominance
13:30 - Talking NIO
18:07 - Battery swapping; will it work in Australia?
22:00 - The cost of charging infrastructure
26:40 - Tackling residential charging issues
29:20 - EV Uptake in Australia
30:15 - Are there benefits from not being first; will it pay off to watch other countries makes the switch to EVs from fossil fuel
30:50 - Carrot + stick - how to drive people into EVs, and what should Australia's national strategy be?
37:20 - Which future products are we looking forward to?
Electric Mini makes up 10% of brand's registrations in Australia with strong global sales in 2021
385 examples of the MINI Electric have been registered in Australia since launch, and the brand has had a strong year of sales in 2021 with around 53,243 units finding their way to customers globally.
The MINI Electric has been a strong seller for the brand in Australia.
There were 291 MINI Electric Hatch registrations in Australia in 2021, growing 210 percent on 2020’s results. For a brand with a global ambition to release its last fossil fuel-powered model by 2025 and go all electric by 2030, these are promising figures in a small market.
Nearly one in 10 MINIs registered in Australia are electrified, with the MINI Countryman PHEV model showing 156 percent growth in 2021, with 141 registrations.
The MINI Electric launched in Australia in 2020, and 385 MINI Electric Hatch models have been registered in total to date. The automaker is showing positive sales
The news follows strong sales figures in the German market, with in excess of 10,000 MINI Electrics registered during 2021; up 132 percent YoY. This meant that one in five MINIs registered in Germany are now fully electric.
In terms of worldwide sales, MINIs electrified range made up 18 percent of worldwide sales in 2021; around 53,243 units total. This was up 64.3 percent on 2020 figures.
BMW has confirmed that the next generation MINI Electric will be produced in China, in partnership with Great Wall Motors. It will continue to produce combustion engine models at its MINI Plant Oxford in the United Kingdom.
Undisguised prototypes of the future MINI electric have reportedly been spotted in China, with details shared by motoring journalist Greg Kable.
German auto giants Mercedes-Benz and Volkswagen accelerate battery production plans
Daimler secures 33 percent stake in Automotive Cells Company alongside Stellantis and TotalEnergies, and JAC Volkswagen announces construction of additional battery factory in Hefei, China.
Following news this week that Ford has partnered with Redwood Materials to secure future battery component supply chains, we have an announcement from Daimler that Mercedes-Benz has secured a 33 percent stake in Automotive Cells Company (ACC), a battery cell manufacturer with a presence in France. The stake is estimated to be worth around $1.2 billion USD ($1.65 billion AUD).
Stellantis and French petroleum company TotalEnergies own 33 percent each. Automotive News Europe reports Mercedes-Benz CEO Ola Kaellenius has said “the purpose of the partnership is to develop cells and battery modules and “help ensure that Europe remains at the heart of the auto industry — even in an electric era.”
Mercedes-Benz will provide technology and production expertise to the ACC partnership, and aims to manufacture at least 120 Gigawatt hours of cell capacity by the end of the decade with its partners. The company is moving towards a modular, standardised battery “kit” that allows battery cells and modules from different manufacturers to easily fit with its range of components and interfaces.
High energy density, performance and charging power are key benchmarks for the project according to Daimler. ACC will primarily use renewable energy for its production facilities, and the batteries themselves will be over 95 percent recyclable.
ACC’s first new factory will be located in Northern France, and plans to be operational by 2023.
A rendering of JAC Volkswagen’s Hefei battery production facility. Image: Volkswagen
Volkswagen powers ahead in China
Meanwhile, Chinese joint venture Jianghuai Automobile Group/Volkswagen (JAC Volkswagen) will also have a new battery factory operational by 2023, located in Hefei city. Automotive News Europe states that the factory's initial capacity will be 150,000 to 180,000 battery systems a year.
This is the fourth battery factory in the works for the Wolfsburg automaker, with plants in Brunswick and Salzgitter Germany coming online in the next couple of years. A battery factory in Chattanooga, TN and at Volkswagen technology partner Northvolt’s Skellefteå plant should also be operational by 2023. Volkswagen plans to produce unified, modular cells like Mercedes-Benz for its scalable MEB platform architecture, and has flagged an annual capacity of up to 180,000 battery systems from its Hefei plant.
“With a significant increase of battery-electric vehicles in the future, we need to focus on keeping key components like battery systems in our own value chain, allowing us to leverage Group-wide synergies and innovations” says Stephan Wöllenstein, CEO of Volkswagen Group China. He goes on to say that “Volkswagen Anhui and VW Anhui Components Company, alongside our two strong Joint Ventures, are crucial to our electrification strategy and to achieving our goal of the Volkswagen Group China fleet reaching over 40% NEVs by 2030”.
Sources: Daimler, Automotive News Europe
BYD EA1 (BYD Dolphin) EV hatchback walkaround video from China
We’ve covered the BYD EA1 previously, but until now, there have been few detailed English language reviews of the car. Wheelsboy on YouTube brings us an up-close walkaround of the vehicle in a BYD showroom, giving us some insights on the styling and features of the vehicle.
A walkaround of BYD’s compact EV, the EA!. Image: Wheelsboy on YouTube
We’ve covered the BYD EA1 previously, but until now, there have been few detailed English language reviews of the car. Wheelsboy on YouTube brings us an up-close walkaround of the vehicle in a BYD showroom, giving us some insights on the styling and features of the vehicle.
For the Chinese domestic market, the EA1 is actually named 海豚 (Pinyin: Hǎitún), or Dolphin, hence the rather oceanic-themed marketing surrounding the vehicle. Ignoring the inflatable Orca on the roof It’s important to take this vehicle seriously. The EA1 offers a refined and upmarket design language for a small electric city car, with use of a clamshell-like front hood/bonnet, coloured trim accents, signature LED lighting all around, with a dramatic rear light cluster evoking traditional Chinese knots , and a spacious, practical interior. In a world where manufacturers are racing to build more and more electric crossovers and SUVs, no company has cracked the global compact city car formula yet.
The EA1 features BYD’s patented Blade Battery pack, which claims a lifecycle of 1.2 million km after 3,000 charge/discharge cycles and an extensive single-charge range capability. The company manufacturers its battery packs in house, at a 20 GWh facility in Chongqing, China.
Australia is likely to first see the EA1 in a rideshare capacity, after right-hand-drive distributor Nexport signed a deal with rideshare vehicle leasing company Splend for 3,000 electric vehicles.
![[Updated] Xpeng P5 EV lineup and pricing revealed, set to be first production vehicle WITH Lidar-based Navigation Guided Pilot](https://images.squarespace-cdn.com/content/v1/5237a580e4b09510ca448d5e/1618797813644-A6ZS8AR2Z79Z2HH54HB7/XPeng_P5_3.jpg)
[Updated] Xpeng P5 EV lineup and pricing revealed, set to be first production vehicle WITH Lidar-based Navigation Guided Pilot
China’s ministry of Industry and Information Technology (MIIT) has received filings from Xpeng for the entire model range, revealing three versions of the P5 with 460km, 550km and 600km NEDC range, and battery packs of 55.9kWh, 66.2kWh and 71.4kWh, respectively.
[Updated 22/7/21] Cnevpost reports that China’s ministry of Industry and Information Technology (MIIT) has received filings from Xpeng for the entire model range, revealing three versions of the P5 with 460km, 550km and 600km NEDC range, and battery packs of 55.9kWh, 66.2kWh and 71.4kWh, respectively.
The P5 line-up costs from RMB 160,000 ($24,700 USD) to 230,000 ($35,560), with the Chinese EV subsidy included.
Colours available for Xpeng’s P5. Image: Xpeng
Original article:
Xpeng Motors pulled the covers off the P5 mid-size sedan this week just prior to Auto Shanghai, and the Chinese automaker claims its new Lidar-based XPILOT 3.5 architecture is “the strongest autonomous driving system in production cars”. The P5 sits below its P7 in the model range, and features a raft of sensors as the company ramps up plans to compete with Tesla in the race to autonomous vehicle control.
It is well known that Tesla’s CEO Elon musk has derided the use of Lidar in passenger vehicles, stating that it is a “fool’s errand”. Tesla’s is likely to begin rollout out 4D vision technology utilising only 8 cameras within the next few months. Xpeng is a Chinese startup that has gone from strength to strength, and seems to be powering ahead with capital raises and strong Chinese sales numbers.
The company has debuted its most advanced autonomous driving technology on the new P5 sedan, with its Navigation Guided Pilot (NGP) claiming to handle highway and city driving. The company’s CEO He Xiaopeng has stated that he believes a full suite of sensors is required to safely navigate urban conditions, and the P5 sedan features 32 perception sensors (including 2 LiDAR units, 12 ultrasonic sensors, 5 millimeter-wave radars, and 13 high-resolution cameras) and 1 high-precision positioning unit (GNSS + IMU). There is redundancy built into the perception sensors to handle “challenging and complex road conditions”.
The P5’s double-prism LiDAR units are capable to distinguish pedestrians, cyclists and scooters, static obstacles, and road works and according to Xpeng, challenging scenarios such as night and low-light conditions, backlighting, and alternating light and dark illumination in tunnels are also not a problem for the system.
“Each new Xpeng model aims for a new high in technology, and the P5 is our most advanced and technically ambitious model yet” according to He. “Our home-grown technology, distinctive design language and user experience philosophy: all reflect Xpeng’s drive to grow from its Chinese roots to realise its global vision of leading the world’s smart EV market.”
Exterior Design
With a length of 4808mm and wheel base of 2768mm, the P5 is 114mm longer that the Tesla Model 3 (4,694mm), but 107mm shorter in the wheelbase (2,875mm for the Tesla). The P5 has a more ‘upright’ look than the Model 3 or it’s P7 sibling, but we like the bold ‘X’ graphics in the front headlight cluster, and the expansive glass area.
Interior Design
Xpeng promises lots of passenger space inside and claims that the interior can be reconfigured into a private cinema or sleeping compartment (though it’s likely BYO projector and mattress). The P5 features a 15.6in touchscreen in the centre console, with access to many popular apps on the Chinese market, and voice control for almost every function via the Xmart OS 3.0 system. The design is minimalist and fuss-free, and appears to be of a high quality.
Full technical details and range will be revealed in the coming months, but Xpeng insiders have hinted that the vehicle could provide up to 600km (373 miles) of range on the Chinese NEDC cycle.
The Xpeng P5 interior
A variety of popular apps will be available in the P5’s infotainment system.
The P5’ flexible interior allows for a cinema-style seating setup.
BYD EA1 hatchback officially named Dolphin, based on 800 V EV platform
BYD’s EA1 electric hatchback, unveiled at Auto Shanghai back in April, has been officially named Dolphin, and adopts a new design philosophy of “ocean aesthetics”.
BYD’s new Dolphin. Images: BYD
BYD’s EA1 electric hatchback, unveiled at Auto Shanghai back in April, has been officially named Dolphin.
Adopting a new design philosophy of “ocean aesthetics”, the Dolphin is reminiscent of VW’s ID.3, and features a tall body with short front and rear overhangs. We’re not sure how the ocean theme has been realised (are those gills at the front?) However, it’s a pleasing if conventional small EV design.
BYD announced the new name alongside these images via its Weibo account in China. Designed by Wolfgang Egger — formerly of Alfa Romeo and the Volkswagen Group — The Dolphin introduces a new elongated BYD logo,
Specifications for the Dolphin were discovered in a regulatory filing with China’s Ministry of Industry and Information Technology (MIIT). The Dolphin offers a wheelbase of 2,700mm, and a length, width and height of 4,070mm, 1,770mm, and 1,570mm.
The BYD Dolphin debuts a new logo.
The rear design of the dolphin is on-trend with its horizontal LED bar.
Underpinned by BYD’s e-Platform 3.0, this next-generation EV architecture features an 800 V battery system to increase efficiency and allow for very fast charging. Heat pump technology will be standard, as will BYD’s signature lithium-irn-phosphate (LFP) Blade Battery technology.
The Dolphin will also debut BYD’s self-developed automotive OS dubbed BYD OS, which the company claims will bring enhanced autonomous driving.
Alongside the BYD e2, Nexport plans to bring the Dolphin to Australia in 2022 starting from “well under $35,000 AUD”. At this stage, it is not known whether the Dolphin nameplate will make it to markets outside China.
Source: Gasgoo Auto News
Chinese Automaker NIO plans to sell electric vehicles in Europe from 2022: First stop Norway
Chinese premium electric vehicle manufacturer NIO has announced that it is rolling out the brand to European customers, starting with Norway. From 2022, Norwegian customers will have access to NIO’s high-speed Supercharger network, the NIO Power Swap technology and NIO House incorporating the brand experience with servicing facilities.
NIO announces expansion into Norway with ES8 SUV
In a smooth Silicon Valley-esque online launch, Chinese premium electric vehicle manufacturer NIO has announced that it is rolling out the brand to European customers, starting with Norway. From 2022, Norwegian customers will have access to NIO’s high-speed Supercharger network, the NIO Power Swap technology and NIO House incorporating the brand experience with servicing facilities.
The flagship ES8 SUV will be the first vehicle available to Norwegian customers, with deliveries commencing in September this year. Offering a WLTP range of 500km from its 100 kWh battery, the full-size SUV sports dual motors, with 405 kW (540 PS) and 725 Nm (535 lb ft). Orders open for the ES8 in July 2021.
A concept rendering of NIO’s planned European service centers. Image: NIO
NIO’s ET7 sedan. Image: NIO
NIO House and Battery Charging
NIO has commenced construction on its ‘NIO House’, dubbed the meeting place for NIO users. NIO has already hired its core team of local experts, and the 2000 square metre NIO House in the centre of Oslo is designed as a brand showcase and service centre. NIO plans four additional facilities in 2022, in Bergen, Stavanger, Trondheim and Kristansand.
In addition, NIO intends to bring its Power Swap technology to Europe, which enables vehicle batteries to be exchanged at automated facilities within three minutes. The company claims four battery swap stations will be operational before the close of 2021. It’s unclear if NIO will introduce its Battery as a Service plan to European customers; currently, owners in China are able to pay a reduced upfront cost for their vehicle, but leasing the battery as a separate package.
NIO will also be rolling out its own Supercharger network at busy sites along popular routes, and will bring an AC home charging solution to market for European customers in 2022.
2022 will bring the NIO to five additional European markets, and will also see the launch of the ET7 sedan later in the year.
Watch the replay of the press conference below.
Chinese automaker NIO plans NeoPark, an EV Industry Park in Hefei with $7.7 billion US initial investment
NIO’s founder, chairman and CEO William Li announced plans this week for a new smart electric vehicle industry park in conjunction with the Hefei municipal government at Xinquao, Hefei, Anhui province, about 5 hours west of Shanghai.
A concept rendering of NeoPark in Hefei, Anhui. Image: NIO
Hefei lies about 5 hours drive from Shanghai. Image: Google Maps
NIO’s founder, chairman and CEO William Li announced plans this week for a new smart electric vehicle industry park in conjunction with the Hefei municipal government at Xinquao, Hefei, Anhui province, about 5 hours west of Shanghai.
In a ceremony with Chinese government officials, NIO announced that it will be the first major manufacturer to be based within this world-class EV industry cluster, designed as a mega campus to house everything the EV manufacturing industry needs. The automaker has also committed 50 billion RMB ($7.7 billion US) to the initial stages of planning and construction.
NeoPark will be a hub for research and development, design, autonomy as well as parts and components manufacturing, and the concept allows for hundreds of key supporting enterprises to be able to function as an industry cluster within the park.
At 16,950 acres (over 11 square kilometers), the campus of NeoPark will contain manufacturing areas, research and development areas, living space, and an eco-park. It’s estimated that over 50,000 workers will be able to live/stay on campus at any one time, and Hefei plans to support the industry by providing policy support and funding, which, in turn, should attract more EV chain businesses and talent.
A NIO showroom within NeoPark rendered for the presentation.
NeoPark is launch before Chinese media.
Hefei will increase its support for the smart electric vehicle industry through funding, favourable policy and construction. NIO will be heavily involved in the long-term development planning of the park, and will introduce more EV chain businesses through establishing an R&D, corporate and manufacturing presence there.
NeoPark claims green credentials too, though the media event didn’t highlight any specifics at this stage.
NeoPark has the potential to realise an annual production capacity of 1 million vehicles and 100 GWh of battery storage according to NIO, and the campus gross yearly output could reach RMB 500 billion ($77.23 billion US).
Nio executives at the launch of NeoPark.
![Xpeng P5 EV set for April 14 reveal; company posts all time quarterly sales record for 2021 [UPDATED]](https://images.squarespace-cdn.com/content/v1/5237a580e4b09510ca448d5e/1617864573620-OW94O0V3EMOMDV212S2D/Xpeng-P7.jpg)
Xpeng P5 EV set for April 14 reveal; company posts all time quarterly sales record for 2021 [UPDATED]
Chinese electric vehicle manufacturer Xpeng (also known as XMotors.ai and Xiaopeng Motors) will reveal their P5 mid-size electric sedan online on April 14 at 2pm ET/8pm CET/4am 15/4 AEST prior to the media and public reveal at the Shanghai Auto Fair.
Xpeng’s upcoming P5 sedan
[Updated]: Chinese electric vehicle manufacturer Xpeng (also known as XMotors.ai and Xiaopeng Motors) will reveal their P5 mid-size electric sedan online on April 14 at 2pm ET/8pm CET/4am 15/4 AEST prior to the media and public reveal at the Shanghai Auto Fair. This follows the recent sighting of camouflaged prototypes undergoing final development testing on the streets of China, and the following teaser image from XPeng:
XPeng’s Chairman He Xiaopeng has hinted in previous discussions with Chinese media that the P5 will be the first production vehicle with Lidar technology — now confirmed in the above tweet — and that the P5 will be equivalent in size roughly to the Toyota Camry and Honda Accord (and obviously, Tesla’s Model 3)
The P5 carries the company’s contemporary styling cues, and appears to offer two driver displays in the interior. The vehicle architecture is shared with the company’s G3 crossover, and customer deliveries are expected to commence towards the end of 2021.
XPeng’s P5 undisguised. Credit: reddit.com/wyboongk
XPeng posts best ever monthly and quarterly sales results
Admittedly, XPeng’s 2020 sales didn’t hit expectations due to a number of factors—only 6 months of P7 sedan sales as well as the COVID-19 pandemic—but the company has posted strong numbers for this year, with 13,340 sales from January to March 2021, versus 1,419 for the previous period in 2020. The company sold 7,974 P7 sedans, and 5,366 G3 SUVs, and also surpassed a cumulative total of 50,000 vehicles.
According to XPeng, "The Company attributed the record quarterly deliveries to its growing brand recognition and product appeal, expanded product portfolio and its relentless efforts in broadening sales, marketing and supercharging service networks across China."
Xpeng is working hard to continue growing its sales as well as its brand in China, and faces stiff competition from BYD, NIO, upcoming Zhiji Auto and of course, Tesla. XPeng is growing its DC fast charging network across China, with over 935 sites across 139 cities available by the end of 2021. The company has also reached an agreement with NIO for customers of either brand to be able to share fast charging stations. In addition, Xpeng has brought in a lower-priced lithium iron phosphate (LFP) battery option from CATL, designed for city-based customers for whom a longer battery range is of limited value. Customers who opt for the LFP battery option can expect to save around RMB 20,000 ($3,000 US) per vehicle.
BYD achieves record new energy vehicle sales in China for Q1 2021, strong 2020 net profit
Chinese automaker BYD has had a strong sales start to 2021, with 53,380 passenger vehicle sales in the first quarter, comprising battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). That represents a 148 percent increase over the same period last year.
BYD achieves 148 percent increase in NEV sales for Q1 2021
Chinese automaker BYD has had a strong sales start to 2021, with 53,380 passenger vehicle sales in the first quarter, comprising battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). That represents a 148 percent increase over the same period last year, where 21,520 new energy vehicles were sold.
2020 sales were obviously heavily affected by the COVID-19 pandemic in China, but it’s important to see automakers in China returning to strong numbers, even in what is a traditionally quiet sales period after January’s pre-Chinese New Year sales rush.
March 2021 marks the seventh consecutive month of year-on-year growth for BYD’s new energy vehicle sales, and the company is continuing to innovate, with improvements to its in-house lithium iron phosphate (LFP) ‘Blade Battery’, including the claim of over 3,000 available charge cycles or 1.2 million kilometres from the new cells.
BYD’s revenue and profit soars in 2020
BYD has also posted annual revenue figures for 2020, and despite COVID-19, posted a revenue figure of 156.598 billion yuan ($23.87 billion USD). This represents an increase of 22.59 percent over 2019. Net profit attributable to shareholders also headed for the sky, with a 162.27 percent increase over 2019, to 4.234 billion yuan ($645.349 million USD).
All this despite the company’s 2020 output of new vehicles—including fossil fuel powered vehicles and commercial vehicles—declining 5.08% year over year:
BYD 2020 sales
Total new vehicle sales: 431,954 units (down 5.08%)
Total passenger vehicle sales: 394,608 units (down 3.62%)
Total new energy vehicle sales: 162,893 units (down 12.52%)
Total fossil fuel passenger vehicle sales: 231,715 units (up 3.81%)
Analysts have forecasted that BYD's net profit attributable to shareholders for the first quarter of 2021 is forecasted to reach 200 million to 300 million yuan ($30.482 million to $45.723 million USD), an increase of somewhere between 80 and 160 percent from the first quarter of 2020.
BYD is going from strength to strength, trouncing rivials NIO and Xpeng in sales volume (however both manufacturers also had strong first quarter results, despite lower volumes), and recently announcing a slew of new passenger vehicles for 2021 (which will exclusively use BYD’s in-house ‘blade battery’) and the expected unveiling of a new EV brand in the next few weeks.
The BYD Tang SUV interior. Image: BYD
Source: Gasgoo
Vietnam's VinFast discussing potential EV battery and components deal with Apple supplier Foxconn
Vietnam's largest conglomerate Vingroup confirmed on Friday that its automotive subsidiary VinFast was in early stage talks with the Foxconn Technology Group about working together and that any partnership formed would focus on developing batteries and electric car parts.
Foxconn’s EV platform at a company event in 2020. Image: Reuters/Yimou Lee
Vietnam's largest conglomerate Vingroup confirmed on Friday that its automotive subsidiary VinFast was in early stage talks with the Foxconn Technology Group about working together and that any partnership formed would focus on developing batteries and electric car parts.
"Vingroup has received proposals from Foxconn but nothing is concrete yet. The partnership, if any, will focus on developing the batteries and electric car parts," a spokesman for Vingroup said. "No decision on working together to produce EVs has been made yet."
The flagship EV VinFast VF33 concept.
According to Reuters, Foxconn has put forward a proposal to VinFast to acquire their EV production lines, However VinFast would prefer a partnership as it remains keen to keep and grow its EV business.
Foxconn naturally declined to comment, however chairman Liu Young-Way also stated that the company may consider producing electric vehicles at its Wisconsin, USA plant, or look to setting up production facilities in Mexico. Liu described Foxconn as the "new kid in town" for vehicle manufacturing, and said the company needs to quickly build up its capacity to earn trust from clients.
Foxconn has been the world’s largest contract manufacturer for OEM’s for a few years now, and has openly stated that it has ambitions to shake up the automotive industry, but offering startup and established players alike a shortcut to competing in the electric vehicles market.
There’s no reason to expect that this can’t happen; Foxconn has moved quickly to establish deals with companies like Fisker and Byton. Recently Foxconn successfully established a deal with Zhejiang Geely Holding Group to provide contract manufacturing.
The VinFast LUX SA2.0 designed by Pininfarina. Image: VinFast
The VinFast LUX SA2.0 Interior.
Vinfast is the automotive arm of Vingroup, Vietnam’s largest conglomerate consisting of 48 subsidiary companies across real estate development, retail services, education, network security, healthcare and of course automotive manufacturing. The group has a combined estimated 50,000 employees, and a turnover in 2019 of 100 trillion VND - approximately $4.3 billion USD. Vinfast recently set up a research and devlopment arm in Australia, based in Melbourne.
The company sold around 30,000 vehicles in 2020, and plans to increase that by 50% in 2021. VinFast’s electric vehicle offerings are expected to begin hitting the domestic Vietnamese market by December 2021.
Source: Automotive News
![Tesla proposes world's largest V3 supercharging site in Santa Monica, with 62 stalls [updated]](https://images.squarespace-cdn.com/content/v1/5237a580e4b09510ca448d5e/1614734780645-GO2LYM2CUIYEGNE5DO1O/V3-Vegas.jpeg)
Tesla proposes world's largest V3 supercharging site in Santa Monica, with 62 stalls [updated]
Tesla has lodged a submission with the City of Santa Monica Planning Commission to build the world’s largest supercharger across two sites at 1401 & 1421-1425 Santa Monica Boulevard. Currently an open air carpark, the site is around a 30 minute walk to downtown Santa Monica.
[Update] - The City of Santa Monica Planning Commission approved the project, five votes to two, after a three hour long discussion.
Tesla has lodged a submission with the City of Santa Monica Planning Commission to build the world’s largest supercharger across two sites at 1401 & 1421-1425 Santa Monica Boulevard.
Currently an open air carpark, the site is around a 30 minute walk to downtown Santa Monica and Santa Monica Beach, and conveniently located for employees of the nearby Amazon Studios, Naughty Dog and Red Bull headquarters.
Currently open-air parking, 1421 Santa Monica Blvd may be home to the world’s largest supercharger site. Image: Google Maps
Planning submission details
The cover letter to the City of Santa Monica proposes obtaining approval for each lot independently. The proposed project consists of 36 V3 superchargers with PV solar canopies for the western lot at 1401 Santa Monica Blvd, and 26 V3 Superchargers plus restroom facilities for the eastern lot at 1421-1425 Santa Monica Blvd.
A site plan for the 62 stall Tesla Supercharger
A Megapack placed on the western lot will power the facility with a power rating of 1,264 kW and 2,529 kWh. Supercharger cabinets will be spread across both sites, and located behind fencing.
Parking spaces will vary in width across both sites, ranging from 8’-6” (2.58 metres) to 11’-1” (3.37 metres) wide; the largest spaces are presumably designed to accommodate Tesla’s upcoming Cybertruck.
Tesla’s cover letter to the City of Santa Monica Planning Commissions
Tesla’s commitments to the site
As part of the project’s proposal, Tesla has promised that adequate on-site public safety and product integrity is top priority, and that weekly, monthly and quarterly maintenance checks will be carried out.
Presently the world’s largest Supercharger is located in Shanghai, with 72 V2 stalls. The Santa Monica Planning Commission is set to vote on the project on Wednesday March 3, 2021.
A V3 Supercharger site in Las Vegas. Image: Tesla Motors
Source: https://www.smgov.net/departments/pcd/agendas/Planning-Commission/2021/20210303/a20210303.htm Thanks to listener Jennifer for the tip!
Volkswagen's electric ID.6 SUV revealed in documents filed with Chinese government
Leaked images of Volkswagen’s new ID.6 full-size electric SUV have appeared online thanks to regulatory filings with the Chinese government.
VOLKSWAGEN TO DEBUT chinese built full-size id.6 SUV
Leaked images of Volkswagen’s new ID.6 full-size electric SUV have appeared online thanks to regulatory filings with the Chinese government. Based on the 2019 I.D. Roomzz concept premiered at the Shanghai Auto Show, The ID.6 is expected to have an 82kWh battery with 150KW charging and 450km range (WLTP) Power in the concept car was rated at 225 kilowatts (302 horsepower) from a pair of electric motors, and Volkswagen estimated acceleration to 100 kilometres per hour (62 miles per hour) in 6.6 seconds.
The VW ID.6 is the third vehicle to be based on the company’s MEB platform architecture, and share’s many design cues with the ID.3 and ID.4. At this stage it appears that it will be produced exclusively for the domestic Chinese market. While one might expect countries such as the USA, Australia and South Africa to be a perfect fit for the ID.6, it’s likely that Volkswagen is using the upcoming ID.4 to test the waters of the electric SUV market.
The ID.6 will likely debut at Auto Shanghai on April 21 2021.
Source: Autocar
The VW ID.6 is based on the 2019 I.D. Roomzz concept, and at this stage is China-only. Source: Volkswagen AG
The VW ID.6 has evolved into a more conservative form, with fewer sweeping curves and trick details from the concept car.
A broad, imposing rear profile, the VW ID.6 is a large SUV that Volkswagen is no doubt considering for the US market.
Meet SAIC Motors' New Premium Electric Vehicle Brand Zhiji Auto
As electrification drives the convergence of traditional manufacturers and big Tech, SAIC Motors has announced a joint venture with Alibaba Group and Shanghai’s Zhangjiang Group to release electric vehicles under a new brand dubbed “IM”
Zhiji IM sedan launching in 2021
As electrification drives the convergence of traditional manufacturers and big Tech, SAIC Motors has announced a joint venture with Alibaba Group and Shanghai’s Zhangjiang Group to release electric vehicles under a new brand dubbed “IM”, which also signifies “Zhiji Motor” in Mandarin Chinese. “IM” stands for “Intelligence in Motion”, and will join the suite of brands in SAIC Motors’ stable including Roewe Motors, MG, Maxis and SAIC.
The company has yet to release detailed information about the future models under the “IM” brand, but has announced that it is working on a luxury sedan to rival NIO’s new ET7. The “IM” sedan measures 5,000mm long, 1,960mm wide and 1,485mm tall; similar to NIO’s upcoming sedan. Electrive reports that Liu Tao, the co-CEO of Zhiji Automobile, said in an interview with Chinese media that the IM brand was there to “kill” Tesla.
Sources have stated that the sedan will feature energy dense batteries from Contemporary Amperex Technology Co. Limited (CATL), autonomous driving capabilities from Nvidia’s drive technology, and based on the released images, roof-mounted Lidar.
There will be 93 kWh or 115 kWh options, which will be available for order in Q2 2021. In 2022, Zhiji Motor will launch a luxury SUV.
With murmurings around a partnership between Apple and Hyundai, this joint venture makes a lot of sense; SAIC will focus on manufacturing — something it obviously excels at as China’s largest automaker — and Alibaba will hold responsibility for AI technology and the data side of vehicles.
More information is expected as April’s Shanghai Auto Show nears;
Source: Gasgoo
Xpeng Teases new Electric Sedan
Chinese automaker Xpeng or Xiaopeng Motors is set to unveil the third model in its lineup after the G3 and P7. The company has announced that the vehicle will utilise LiDAR technology, with CEO He Xiaopeng stating in November that Xpeng will be the first production vehicle to market with the technology.
Image: Xpeng Motors via Twitter
Chinese automaker Xpeng or Xiaopeng Motors, also known as XMotors.ai is set to unveil the third model in its lineup after the G3 and P7. The company has announced that the vehicle will utilise LiDAR technology, with CEO He Xiaopeng stating in November that Xpeng will be the first production vehicle to market with the technology. It’s likely that this will be utilised for various driver assistance systems, rather than for a Tesla-like autonomous Autopilot system. Further detail on specifications will have to wait for the unveil, expected sometime in Q1 2021.
This new model from Xpeng appears smaller than the company’s P7 sedan, and features an interesting front LED light signature, mimicking the Xpeng logo. In China, the P7 sedan starts at a price of 229,900 yuan (US$32,470) after green vehicle subsidies. The company is pushing for rapid growth in the increasingly competitive BEV market, with global expansion on the cards for 2021. In December, Xpeng commenced delivery of the first 100 G3 SUV models to Norwegian customers, at a price of 358,000 NKr (US$41,000).
NIO's First Autonomous Driving Sedan to be Unveiled on NIO Day
Chinese automaker NIO is set to unveil the company’s first autonomous driving sedan at an event on January 9, 2021. NIO claims the vehicle will premiere the latest autonomous driving technologies and a 150 kWh battery pack, which would be the largest fitted to a production passenger vehicle. We can expect NIO has Tesla’s Long Range Model S in its sights with this battery, and will be aiming to exceed the 647km (402 mi) range of the Model S.
Chinese automaker NIO (NASDAQ: NIO) is set to unveil the company’s first autonomous driving sedan at an event on January 9, 2021. NIO claims the vehicle will premiere the latest autonomous driving technologies and a 150 kWh battery pack, which would be the largest fitted to a production passenger vehicle. We can expect NIO has Tesla’s Long Range Model S in its sights with this battery, and will be aiming to exceed the 647km (402 mi) range of the Model S.
From the teaser released by NIO, the new sedan appears similar — in silhouette at least — to the company's ET Preview Concept released at the 2019 Shanghai Auto Show, with the fastback roofline, pronounced hip flare running from the front fender to the rear, and the short, squat front end.
According to NIO, “the event will feature a range of exciting activities, including performances by the famous music composer Shi Lei Chang, NIO BAND, whose NIO Day 2020 theme song "The Future is Ahead," and leading Chinese musician Wang Feng.”
NIO ET Preview Concept. Images: NIO
Tesla Launches Model Y in China with MY2021 Upgrades and Sharp Pricing
Tesla Model Y orders are now open in the Tesla China Design Studio, priced from 488,000 yuan ($68,500 USD) for the Model Y Long Range, and 535,000 yuan ($75,200 USD) for the Model Y Performance.
Tesla Model Y orders are now open in the Tesla China Design Studio, priced from 488,000 yuan ($68,500 USD) for the Model Y Long Range, and 535,000 yuan ($75,200 USD) for the Model Y Performance.
According to Tesmanian, sources within Tesla China indicate over 100,000 orders were received upon release of the pricing information, and the company had to post an update on an update on Weibo stating the following:
"CURRENTLY, THERE ARE TOO MANY ORDERS ON THE OFFICIAL WEBSITE AND MAY NOT BE REFRESHED. PLEASE BE PATIENT."
While cheaper than expected, The Model Y’s main competitor is expected to be the NIO ES6, which starts from 358,000 yuan in China. The Model Y has also received some updates for the 2021 model year, including the revised centre console also seen on US-made Model 3s, new wood trim on the doors and an integrated wireless phone charger.
There’s currently no update regarding Australian pricing or delivery information for the Model Y, but as the China rollout — and the Model 3 Australian rollout — has demonstrated, Tesla often waits until the last minute to open the online design studio for the newest vehicles.
Tesla End of Year Wrap Up
The electric vehicle market is booming, despite COVID-19 putting the brakes on the auto industry generally. Of course Tesla has become a darling of investors, with the company seeing a 50% share price increase since the announcement in early November that the automaker was entering the S&P 500.
The electric vehicle market is booming, despite COVID-19 putting the brakes on the auto industry generally. Of course Tesla has become a darling of investors, with the company seeing a 50% share price increase since the announcement in early November that the automaker was entering the S&P 500. Not since Yahoo and the dot com boom in the late nineties have we seen such confidence in the future of a company.
Tesla isn’t one to slow down for the holiday season, and with a final production and deliveries push expected, Gigafactories across the world under construction, charging infrastructure and vehicle updates, we look at the news this week, and what we can expect to see in the new year.
Sales & Deliveries
North American and European sales of Model 3 and Y remain strong, and the company has apparently met (admittedly low) Model S and X targets for the year, and has halted production for these vehicles.
Tesla sales are strong in China, and this is the market that will help push Tesla to its 500,000 unit goal in 2020. Indeed, many analysts and commentators believe Tesla will surpass this target. With over 20,000 ‘made in China’ Model 3s sold in November, that demand looks set to continue through December, just as the Model 3 was recently awarded Number 1 electric vehicle in China by owners in a recent Net Promoter Score (NPS) index survey. Any concerns around battery availability have subsided, as Tesla’s Chinese production recently moved to lithium iron phosphate (LFP) batteries from supplier CATL.
In Q4 2019, Tesla delivered 112,000 vehicles. Tesla has been ramping production in Q3 and Q4, and Rob Maurer of Tesla Daily has projected just over 24,000 units of Model 3 in production from Giga Shanghai in December. His other projections include:
53,000 Model Y units produced in Q4;
58,000 Model 3 units produced in Q4;
19,000 Model S and X units produced in Q4;
530,000 total units produced in 2020
Tesla needs 181,000 deliveries worldwide to achieve the 500,000 unit annual target. Watch Tesla Daily’s Q4 prediction video below:
Factories
As was expected, construction of Giga Texas is powering forward, with the skeleton and roof of the facility already under construction, and the first phase of the project due for completion in 2021.
Over in China, Tesla completed the Model 3 and Model Y production lines in record time, and new single-piece body castings have been spotted at the factory, suggesting Tesla’s new ‘Gigapress’ casting machines are now online.
Tesla certainly isn’t resting though, and it appears the company is continuing to expand the production facility east of the current footprint:
Meanwhile, over in Germany, Giga Berlin is also charging full steam ahead, with ‘Gigapress’ casting machines arriving at the factory, and external walls being erected, despite a number of hold ups due to permits, environmental concerns and missed payments. Again, Tesla is expected to commence operations on time if not earlier, with production tests due for July 2021, some 13 months after construction on the site began.
FSD pricing and updates
Tesla’s autonomous Full Self Driving package is set to become a cash cow for the company, with the billions in R&D dollars spent set to be recouped over the next few years. Previously available as a stand-alone option before or after delivery for a cost of $10,000, Tesla announced 2021 will bring a subscription pricing model for owners who wish to pay for the option in instalments.
Tesla has also just released its holiday 2020 update, as part of Firmware 2020.48.25. There are some notable changes mentioned in the release notes including:
“The driving visualization has been refreshed and now offers a larger visualization to allow drivers to view more details of the road surroundings. The next turn will now appear above the visualization if the navigation turn list is covered by another app.”
“Schedule departure can now precondition your battery and cabin even when your car is unplugged. To account for different utility rate plans, you can now set the time when your off-peak rates end to save on charging costs. To access, tap SCHEDULE from the climate control or charging panel when parked.”
“Supercharger pins on your touchscreen will now display the number of available stalls at charging sites. Quickly search for nearby amenities by tapping an amenity icon on the Supercharger popup display.”
Teslarati has a full rundown of software changes listed here
Superchargers
Can electric vehicles from brands other than Tesla now charge at Tesla Superchargers? Not quite. Marques Brownlee asked Elon Musk on Twitter “Why don't more electric car makers take up Tesla on their offer to use the Supercharging network? Incompatible tech? Hidden fees? Pride? There's gotta be a good reason.” to which Elon Musk replied: “They are, although it’s kind (sic) low-key. Tesla Superchargers are being made accessible to other electric cars.”
Naturally, the internet went crazy, though you won’t see Porsche Taycan owners at a Supercharger any time soon. Tesla is focused on rolling out Superchargers for its customers, installing the high-speed Tesla-only chargers in more locations, and updating more Supercharger sites from 150kW version 2 models to 250kW version 3 models. Construction of Tesla's Supercharger factory in China appears to be ramping up too, and has a 10,000 unit per year production goal.
S&P 500 Inclusion
The big news this week is the inclusion of Tesla into the S&P 500 club; a move that many have signalled since Tesla achieved four straight profitable quarters in July this year. According to the Wall Street Journal, shares have surged some 70% since the announcement of the company’s addition in November.
Tesla’s listing on the stock market benchmark represents the biggest company ever to join the S&P 500, and its USD$650 billion market capitalisation figure means Tesla is the sixth largest publicly listed company in the United States.
1990 to 2020: Largest Companies Added to the S&P 500
Elon Musk appeared extremely grateful on Twitter, Tweeting on December 22 “Thanks to everyone who worked so hard to make Tesla successful. My heart goes out to you.”
Tesla is now the world’s most valuable automaker, with huge growth potential and some serious competitive advantages in the market place (more on that below).
The Street has just named Tesla as its ‘number one stock of the year’, with 12 of 16 panellists agreeing Tesla stood above Zoom Video, Moderna, Amazon and Netflix (numbers two to five respectively)
Image: The Street
What about Tesla Energy?
The growth of Tesla Energy is part of the reason many investors see so much future potential in the company; while solar and household battery growth has been slow over the last few years, Q3 and Q4 2020 were good quarters for the business, and Tesla energy looks to have generated around $1.85 billion in revenue for the 2020 calendar year.
According to The Motley Fool, During Q3 2020, Tesla shipped 759 megawatt-hours (MWh) worth of batteries, an 81% increase from Q2's 419MWh. That’s a higher rate of growth than Tesla’s automotive business, which saw shipments for Q3 at 139,593 units, a sequential increase of 54% over Q2's 90,650 units.
We can expect to see more grid-scale battery projects boosting the energy business in 2021; recently a number of large projects utilising Tesla Powerpack and Megapack technology have been completed, including Yorktown New York’s 490 MW Tesla battery, and an upgrade of an additional 50 MW added to the Hornsdale battery in South Australia. Construction commenced in October on the 182 MW (730MWh) Moss Landing battery in California, which consists of 256 Megapacks, and will be able to power every home in San Francisco for up to six hours according to Tesla.
Tesla Solar has been bubbling away for a few years now, and the company’s energy products have become on average 30% cheaper than the US average primarily due to their online business model. By reducing ‘soft costs’ or non-component costs of each system, customers are able to purchase customised packages that suit their homes, and can even pay off the installed system through a subscription program.
Many in the industry believe that Tesla Energy can generate revenue equal to that of the automotive side of the business, and that it’s just a question of scaling up production, and expanding subscription-based solar and battery systems outside the United States.
What else could possibly happen in 2020?
Well now that you mention it, according to Reuters, there’s a little something called ‘Project Titan’ that the Cupertino tech giant Apple is working on. It’s an electric vehicle that has been in the works since 2014, and part of the secret vehicle’s competitive advantage will apparently be a new battery design that could “radically” reduce the cost of batteries while maximising range.
Gene Munster from Loup Ventures doesn’t see Apple’s entry into personal mobility as a threat to Tesla’s market share; Munster stated that the firm believes traditional automakers are Apple’s target.
Loup Ventures predicts that electric vehicles will account for close to 30% of all auto sales by 2025, with one third of that market to be dominated by Tesla.
Elon Musk dropped quite the Tweet today, stating that during the company’s Model 3 design and engineering phase, he approached Apple to see if Tim Cook was interested in acquiring Tesla: “During the darkest days of the Model 3 program, I reached out to Tim Cook to discuss the possibility of Apple acquiring Tesla (for 1/10 of our current value). He refused to take the meeting.”
How different the automotive and energy landscape could have been…
What’s in store for 2021
So what will next year bring? Like many investors (myself included), Tesla experts see exceptional growth for the company, based on strong demand for electric vehicles generally, and increasing market share in key markets such as China. Wedbush analyst Daniel Ives believes China’s demand dynamic in the EV market will disproportionally benefit Tesla, and that the Chinese market could account for over 40% of Tesla’s sales within eighteen months.
Gali from Hyperchange demonstrates that Tesla has already figured out how to build electric vehicles profitably, with a gross margin figure of 23 percent. He sees a lot more growth potential on a profit per car basis, as the company focuses on software, and begins to recoup costs associated with the research and development of the Full Self Driving software. Gali is projecting a gross profit amount of $2.5 billion for Q4 2020, $2.7 billion in cashflow, and he expects capital expenditure to increase to $4-$6 billion per year from 2021 as Tesla pours more money into factories.
Model Y sales and deliveries are expected to get off the ground early in 2021, and with the Cybertruck Gigafactory due for completion mid-year, 2021 could be the year that Tesla brings the first mass-market electric pickup truck to consumers.
Tesla also unveiled its new 4680 battery cells in September, and the new tabless cells are expected to offer exceptional thermal and electrical efficiency. These cells are expected to be at the core of Cybertruck and Semi performance and efficiency, and while Tesla has these cells currently deployed in prototypes, the company lacks a facility to manufacture them at scale.
One of Tesla’s main goals is terrawatt-hour (TWh), or one trillion watt hour scale battery production, and the company has a manufacturing goal of 3TWh by the year 2030. Elon Musk has also used Twitter to suggest Tesla may be able to manufacture 20 million vehicles a year by this date:
Clean Technica has an excellent article on Tesla’s future that delves deeper into the above, however any future light commercial vehicles from the company are notably absent. With Rivian, Arrival and other manufacturers seeing this segment as a growth market for EVs, I wouldn’t be surprised to find Tesla leveraging their expertise to manufacture delivery vehicles.
2020 has been a difficult year for the automotive industry, but I am cautiously optimistic that Tesla’s battery and vehicle roadmap will play out in their favour, and that we will continue to see the company scale and grow at a rapid rate. Say what you like about Elon Musk; Tesla is now much bigger than one man, and the company has driven the global automotive market rapidly towards electrification and zero emissions transportation.
Mercedes-Benz Accelerates EV Rollout; 8 BEVs In Production by 2022
Mercedes-Benz has today announced announced its ambition to fully electrify the entire product portfolio by 2039 as part of a plan to achieve CO₂ neutrality, and this includes the rollout of eight all-electric Mercedes-EQ models from 2022 built on dedicated electric architecture. The first mass-market Battery Electric Vehicle (BEV) from Stuttgart, the Mercedes-Benz EQC has been available around the world since 2019, and is based on the pre-existing GLC SUV platform.
Images: Mercedes-Benz AU
Update: Mercedes-Benz has released an additional rendering, which you can find below. This vehicle looks to be pretty close to final production design, and will be Mercedes’ first D-segment vehicle without a traditional grille.
Mercedes-Benz has today announced announced its ambition to fully electrify the entire product portfolio by 2039 as part of a plan to achieve CO₂ neutrality, and this includes the rollout of eight all-electric Mercedes-EQ models from 2022 built on dedicated electric architecture. The first mass-market Battery Electric Vehicle (BEV) from Stuttgart, the Mercedes-Benz EQC has been available around the world since 2019, and is based on the pre-existing GLC SUV platform.
The Mercedes-Benz EQS, as shown above and below will be the first to commence production in early 2021, and is essentially the luxurious S-Class reimagined for a zero emissions future. From the camouflagued vehicle, we can see an imposing physical presence -something the S-Class has always been known for- and a low, wide nose, possibly with a faux grille a-la Jaguar i-Pace or an indentation around the badge. The bonnet (hood for you North Americans!) rises steeply into a huge windscreen, which appears to continue above the driver’s head, as is the trend nowadays.
The high bootline and almost fastback look is unusual for the S-Class segment, however the large tail lights with some presumably funky graphics and lightbar spanning the width of the rear should provide a visual family reference to the EQC, while defining the EQS’ unique character.
The side profile looks a little slab-sided under camouflague, with the C-pillar, doors and rear fender covering a large area relative to the glasshouse, however it looks like there may be some interesting surfacing hiding under that blue wrap. The Goodyears on the test car look to be hugging at least 21-inch or 22-inch wheels, as is the trend these days. That’s aesthetics over efficiency for you.
The EQS will be produced in Sindelfingen from early 2021, while the less expensive EQA and EQB models will be produced at the Rastatt and Kecskemét (Hungary) plants respectively. We can expect the world premiere of the EQA on January 20, 2021 according to Mercedes-Benz.
Fast forward to the second half of 2021, and Mercedes-Benz states that the EQE ‘business sedan’ will begin production at the Bremen plant, as well as in Beijing for the Chinese domestic market only. Continuing the the Germans’ fondness for manufacturing SUVs in the United States, the EQE and EQS SUV variants will be manufactured at the brand’s Tuscaloosa Alabama plant.
According to Mercedes, a total of eight Mercedes-EQ electric vehicles will be produced at seven locations on three continents by 2022.
Daimler’s Battery Plans
Battery development, manufacture and supply will obviously be a critical part of this increase in BEVs, and Mercedes-Benz plans to increase investment in the energy side of manufacturing, alongside battery specialists.
Mercedes-Benz and BAIC have jointly set up a battery production plant at the existing location in the Yizhuang Industrial Park in Beijing (China) for vehicles sold in the domestic market.
In addition to two battery plants in Kamenz (Germany) already producing battery systems for Mercedes-Benz, the company plans a future battery plant at the Sindelfingen site, increasing capacity already available from the nearby Untertürkheim plants in preparation for locally built electric models.
Furthermore, Mercedes-Benz is upgrading the Jawor (Poland) battery plant, currently manufacturing battery packs for plug-in hybrid variants of the C,E and S-Classes, to include battery systems for upcoming EQ models, as well as planning a battery plant in the vicinity of the Tuscaloosa Alabama factory.
You can read the full press release below, alongside an interview with Jörg Burzer, Member of the Board of Management of Mercedes-Benz AG, Production and Supply Chain.
Mercedes-Benz Sindelfingen plant (Germany): Launch of electric luxury sedan EQS in Factory 56 in first half of 2021
Mercedes-Benz Rastatt plant (Germany): Production of first all-electric compact SUV EQA started - also at Beijing plant (China) in 2021
Mercedes-Benz plant in Kecskemét (Hungary): Decision to locate second all-electric compact SUV EQB. Production launch in 2021 - also at Beijing plant (China)
Mercedes-Benz Bremen plant: Production launch of electric EQE business sedan in 2021 - at Beijing plant soon thereafter (China)
Mercedes-Benz Tuscaloosa plant (USA): SUV variants EQS und EQE begin in 2022
Mercedes-Benz battery production network: Production start of battery systems for EQS and EQE in Untertürkheim/Hedelfingen (Germany) imminent. Production of compact SUV battery systems in Kamenz (Germany), Jawor (Poland) and Beijing (China) plants. Tuscaloosa battery plant will produce batteries for SUV variants of EQS and EQE beginning 2022
15 December 2020, Stuttgart. Mercedes-Benz is targeting leadership in electric drives and vehicle software. The consistent electrification of the entire product portfolio is a key element of the strategic focus "Ambition 2039" and a prerequisite on the way to CO₂ neutrality. In 2022 the portfolio includes eight all-electric Mercedes-EQ models. The global Mercedes-Benz production network is ready for the company’s electric product offensive and is integrating its Mercedes-EQ models into series production in its existing plants.
Markus Schäfer, Member of the Board of Management of Daimler AG and Mercedes-Benz AG; responsible for Daimler Group Research and COO Mercedes-Benz Cars: “With its ‘Electric First’ strategy, Mercedes-Benz is consistently on the path to CO₂ neutrality and is investing heavily in transformation. Our vehicle portfolio becomes electric and thus also our global production network with vehicle and battery factories. We intend to lead in the field of e-mobility and focus in particular on battery technology. We are taking a comprehensive approach, ranging from research and development to production, and also including strategic cooperation.”
The EQS, the first electric luxury sedan from Mercedes-Benz, will start in the first half of 2021 in Factory 56 at the Sindelfingen site (Germany). With the production launch of the electric compact SUV EQA at the Rastatt plant (Germany) and the current decision to locate EQB production in the Hungarian plant in Kecskemét, the company is taking further important steps toward making its product portfolio CO₂ neutral. The course has also been set toward “Electric First” in the global powertrain production network as well. High-efficiency battery systems will also be manufactured and assembled within the production network.
Jörg Burzer, Member of the Board of Management of Mercedes-Benz AG, Production and Supply Chain: “The Mercedes-Benz production network is global, digital and flexible, and ready for the upcoming electric offensive – thanks, of course, to our highly qualified and motivated employees worldwide. We are now beginning a real Mercedes-EQ fireworks display. Six electric product launches by 2022 underscore the strength and competence of our Mercedes-Benz production sites worldwide. The production network will have a total of six Mercedes-EQ car locations. Local production of highly efficient battery systems plays a central role in the Mercedes-Benz strategy - coupled with a comprehensive sustainability concept that spans the entire life cycle of the battery all the way to recycling.”
Mercedes-Benz vehicle plants consistently implement electric offensive
In May 2019 production of the EQC (combined power consumption: 21.5 kWh/100 km; combined CO₂ emissions: 0 g/km) at the Mercedes-Benz plant in Bremen (Germany) was integrated into ongoing series production. Just a few months later the German-Chinese production joint venture, Beijing Benz Automotive Co. Ltd. (BBAC), launched EQC production for the local market in China. In 2020 production of the EQV premium electric MPV (combined power consumption: 26.4 kWh/100 km; combined CO₂ emissions: 0 g/km)1 started in Vitoria, northern Spain.
Compact car class customers can look forward to two fully electric compact SUVs in the EQA and EQB in 2021. EQA will celebrate its world premiere on January, 20 2021 as the first fully electric derivative of this compact car. The EQA production launch at the Mercedes-Benz Rastatt plant went smoothly. As with the EQC from Bremen and Beijing and the EQV from Vitoria, which are already on the market, the fully electric models at the Rastatt plant run on the same production line as compact vehicles with conventional and hybrid drives. That means all five vehicles produced in Rastatt are electrified: In addition to the fully electric EQA, the AClass, A-Class sedan, B-Class and the compact SUV GLA are also produced at the Mercedes-Benz plant in Rastatt - with classic combustion engines as well as plug-in hybrid drive. With that the Mercedes-Benz Rastatt plant is making an important contribution on the road to a CO₂ neutral vehicle fleet and to the Mercedes-Benz AG electric offensive. EQA production will also follow next year (2021) at BBAC in Beijing for the Chinese market.
EQB production will launch in 2021 at two locations in the global Mercedes-Benz Cars production network: in the Hungarian Mercedes-Benz plant in Kecskemét for the world market and in the German-Chinese joint venture BBAC in Beijing for the local market. Plant preparation, including employee training and renovation work, is already underway. The compact SUV EQB will be the first purely electrically powered production vehicle from Hungary and will complement the plug-in hybrid portfolio consisting of the CLA and CLA Shooting Brake. The A-Class will also be produced in Kecskemét with a plug-in hybrid drive, in addition to production in the German Mercedes-Benz plant in Rastatt.
Furthermore, in the first half of 2021 production of the EQS electric luxury sedan will begin in Factory 56 at the Mercedes-Benz plant in Sindelfingen (Germany). EQS is the independent, fully electric member in the new S-Class program and is the first to use the new electric architecture for luxury and upper-class electric vehicles at Mercedes-Benz. In Factory 56 the S-Class and, in the future, the Mercedes-Maybach S-Class, and the EQS will be produced in a fully flexible manner on the same line. Factory 56 embodies the future of production at Mercedes-Benz and sets new standards for automobile construction. In Factory 56 efficiency gains of around 25 percent are achieved compared to the previous S-Class assembly. This is made possible by optimizing the entire value chain and full digitalization with MO360, the digital Mercedes-Benz production ecosystem. For further information on this: https://media.daimler.com/marsMediaSite/ko/en/47014243
Furthermore, the Mercedes-Benz plant in Bremen will begin production of the EQE business sedan in the second half of 2021, followed shortly thereafter at the Beijing plant. The EQE thus complements the allelectric portfolio of the two plants. The Beijing plant will then produce a total of four Mercedes-EQ models for the local market.
The Mercedes-Benz plant in Tuscaloosa (USA) is also preparing for production of the EQE SUV and EQS SUV in 2022, which will be produced in the future on the same line with SUVs with conventional and plug-in hybrid drives.
In 2022 a total of eight Mercedes-EQ electric vehicles will be produced at seven locations on three continents. This is possible because the company made early investments worldwide in flexibility and technical equipment with future-oriented Industry 4.0 solutions. In the Mercedes-Benz AG plants, vehicles with different drive types can be produced in parallel thanks to highly flexible structures. With a view to the strategic goal of generating more than half of sales with so-called xEVs, i.e. plug-in hybrids and electric vehicles, from 2030 on and gradually increasing the purely electric share, the high degree of flexibility is a decisive advantage. It enables production to be adjusted at short notice depending on market demand.
smart rounds off the electric Mercedes-Benz Cars portfolio with three additional models. The smart EQ fortwo (combined power consumption: 16.5 kWh/100 km, combined CO₂ emissions: 0 g/km)1 and smart EQ fortwo Cabrio (combined power consumption: 16.8 kWh/100 km, CO₂ emissions combined: 0 g/km)1 are produced in Hambach, France, and the smart EQ forfour (combined power consumption: 17.3 kWh/100 km; combined CO₂ emissions: 0 g/km)1 in Novo Mesto, Slovenia. The next generation of smart electric vehicles will be produced by the joint venture smart Automobile Co., Ltd. in China. This is a joint venture of MercedesBenz AG and the Zhejiang Geely Group (Geely Holding).
Plug-in hybrid drive is important as a key technology and intermediate step toward a purely electric product portfolio. More than 20 plug-in hybrid model variants are already an integral part of the Mercedes-Benz product portfolio. The portfolio will be expanded to include more than 25 model variants by 2025. Their production therefore also plays an important role in the global production network. Plug-in hybrid vehicles are already rolling off Mercedes-Benz Cars assembly lines in almost all car plants.
Global battery production network: a key success factor in the Mercedes-Benz electric offensive
The batteries for the Mercedes-EQ electric vehicles are supplied by a global battery production network with plants on three continents. Local battery production is a key success factor for the Mercedes-Benz electric offensive.
Two plants in Kamenz (Germany), have been producing battery systems for hybrids, plug-in hybrids and electric vehicles since 2012. The second battery factory at the site began operations in 2018 and has been producing the EQC's battery systems since 2019. It was designed from the start as a CO₂ neutral plant and combines, among other things, solar energy, geothermal energy and a combined heat and power plant. The battery systems for the EQA have also recently rolled off the production line at the site. Since the start of production at Accumotive, more than a million batteries based on lithium-ion technology for electric, plug-in hybrid vehicles and 48-volt systems have been produced at the Kamenz site.
Mercedes-Benz and BAIC have jointly set up local battery production at the existing location in the Yizhuang Industrial Park in Beijing (China). This supplies the nearby vehicle plant, which has also added all-electric Mercedes-EQ models to its portfolio with the EQC. Production of battery systems for the EQC started there in 2019. With the start of production of the EQA, EQB and EQE, the plant will manufacture battery systems for a total of four Mercedes-Benz EQ models beginning in 2021.
This year the battery plant in Jawor (Poland) started producing plug-in hybrid batteries for the C, E and SClasses. In the coming year the location will expand its portfolio to include battery systems for the compact Mercedes-EQ models, the EQA and the EQB. Much like the battery plant in Kamenz, the plant was designed from the outset for CO₂ neutral production.
In the future at the Untertürkheim (Germany) site two plants will produce battery systems. Final preparations for the production of the battery systems for the EQS, which will roll off the production line in nearby Sindelfingen in the first half of 2021, are currently underway at the Hedelfingen plant. The battery system for the EQE will also be produced in Hedelfingen. Another battery plant is currently being built in the Brühl facility, which will manufacture battery systems for Mercedes-Benz plug-in hybrids starting 2022. The work on the building has already been completed. The battery plant in Brühl will be fitted with the corresponding equipment in the coming months.
Production of the EQS and EQE SUV models will start in 2022 at the Mercedes-Benz plant in Tuscaloosa (USA). A battery plant is currently being built in the immediate vicinity and will supply highly efficient battery systems for both models. Work on the building has already been completed. The ultra-modern systems will be installed in the coming months.
In addition, the Mercedes-Benz production strategy currently provides for another battery plant at the Sindelfingen site.
Together with local partner Thonburi Automotive Assembly Plant (TAAP), Mercedes-Benz Cars set up a battery production facility in Bangkok (Thailand) and began operations in 2019. Battery systems for the current C, E and S-Class plug-in hybrids are manufactured at the site. Preparations are also being made there to manufacture drive batteries for all-electric Mercedes-EQ brand vehicles.
Electric First und Ambition2039: CO₂ neutral mobility und production
Under “Electric First,” Mercedes-Benz is pursuing the consistent electrification of all model variants and vehicle types as a clear objective. The decisive factor here over the next few years is the gradual increase in the purely electric share of the vehicle portfolio. So-called xEVs, plug-in hybrids and fully electric vehicles, should account for more than half of sales by 2030 - and the trend is rising. Electrically powered vehicles from Mercedes-Benz are enjoying increasing popularity. The company delivered a total of 45,000 electric vehicles and plug-in hybrids (xEVs) worldwide in the third quarter of 2020.
With “Ambition2039,” Mercedes-Benz introduced its path to CO₂ neutrality over a year ago. Vehicle production plays a crucial role in this regard. As early as 2022 the company’s Mercedes-Benz car and van plants will produce CO₂ neutrally around the world. This includes more than 30 car and van plants, as well as battery plants.
Brief interview
“We’re producing the Mercedes-EQ models the Mercedes way: Completely digital and flexible, highly efficient and maximally sustainable.”
Questions for Jörg Burzer, Member of the Board of Management of Mercedes-Benz AG, Production and
Supply Chain
Mr. Burzer, are you equipped for the production of electric vehicles in your production network?
The Mercedes-EQ production network is ready for our electric offensive. We started this transformation several years ago and set up our plants with maximum flexibility. The Mercedes-EQ electric models are gradually being integrated into our existing vehicle plants worldwide. They come off the same lines as vehicles with combustion engines or plug-in hybrid drives. The same applies to all of our Mercedes-Benz car plants - a total of six on three continents. This concept is particularly advantageous because demand for electric and electrified vehicles is developing very differently by region and we can adjust our production planning accordingly on short notice. In this way we can manufacture exactly what our customers want.
What specifically does your production planning for the upcoming model offensive look like?
One thing is certain: the proportion of all-electric vehicles in our portfolio will increase sharply in the coming years. By 2030 more than fifty percent of our vehicles will roll off the assembly line as so-called xEVs. Plug-in hybrids and hybrids will therefore continue to play an important role in our production planning over the next few years. However, our target is clearly designed for 100 percent Mercedes-EQ and we are directing our capacity precisely in this direction. We are preparing our production, as well as our employees, step by step for this change. Our sustainability concept is also a central focus: from 2022 on we will produce CO₂ neutral in our Mercedes-Benz plants worldwide.
What, specifically, were the challenges?
Every vehicle launch during ongoing production comes with challenges. That, of course, also applies to electric vehicles. However, thanks to the know-how in our plants and cross-location system planning, we could quickly develop and implement flexible solutions. The consistent digitalization of our processes through our digital production ecosystem MO360 also made a significant contribution. An important factor here, of course, is attaining targeted qualifications for our colleagues in our plants, which we consistently promote.
How will powertrain production continue in the future?
For the global Mercedes-Benz powertrain production network, the shift toward e-mobility poses a special challenge. However, we are determined to continue aligning our drive division to this change and make it sustainable for the future. We have already built up extensive know-how in our powertrain plants in recent years. It starts with the expansion of our battery production network and includes, among other things, manufacturing and assembling parts of the electric drivetrain ourselves. Still, it’s also clear that the drivetrains of the future will differ significantly from those of today.
You will manufacture the batteries for the Mercedes-EQ models in house?
The local production of batteries is an essential success factor in our electric offensive. With a view to steadily increasing demand and, in accordance with our production planning, we are setting up our global battery production network to be flexible worldwide. Today we already produce batteries in Kamenz, Bangkok and Beijing. The ramp-up of our battery plants in Hedelfingen and Jawor is imminent and our colleagues in Brühl and Tuscaloosa are already preparing to start production in 2022. Our production network is very well positioned for the Mercedes-EQ model offensive.
Which new electric model are you personally most looking forward to?
Basically, I look forward to every new Mercedes-Benz. A very special milestone is certainly the upcoming EQS production launch. It will roll off the assembly line, together with the S-Class, in our new Factory 56 at the Mercedes-Benz plant in Sindelfingen. Here we’re setting the course for our entire production network: With the most modern production technologies Factory 56 is a blueprint for our global network. At the same time, it bolsters our claim - the Mercedes way - to the production of the Mercedes-EQ models: completely digital and flexible, highly efficient and maximally sustainable.
US Big Corporates Push for Zero Emissions Vehicle Regulations
With a President-elect pledging to take meaningful action on climate change, Corporate America stands ready to act and take advantage of pro-renewables and clean-tech policies. The Zero Emissions Transport Association (ZETA) is a new federal coalition “advocating for national policies that will enable 100% electric vehicle sales throughout the light-, medium-, and heavy-duty sectors by 2030."
With a President-elect pledging to take meaningful action on climate change, Corporate America stands ready to act and take advantage of pro-renewables and clean-tech policies. The Zero Emissions Transport Association (ZETA) is a new federal coalition “advocating for national policies that will enable 100% electric vehicle sales throughout the light-, medium-, and heavy-duty sectors by 2030."
Comprising some of America’s largest corporate entities ranging from Tesla and Rivian, through to Uber, conEdison and Duke Energy, ZETA wants to see the full adoption of electric vehicles to secure American global EV manufacturing leadership, and reduce carbon pollution and therefore, emissions.
Policy goals of ZETA include:
Expanded incentives, which means not only lifting the per-manufacturer cap on the $7,500 consumer tax credit, but also making it a "point of sale" rebate. Other goals include a program to incentivize trade-ins of fossil fuel-powered vehicles.
Federal emissions and efficiency performance standards that will send the "correct market signals" for faster electric vehicle deployment by the auto industry.
New federal infrastructure investments and support for domestic manufacturing, and support for local pro-electric vehicle policies.
According to Joe Britton, the Executive Director of ZETA, “Transportation is responsible for more carbon emissions than any other sector of the U.S. economy. By embracing EVs, federal policymakers can help drive innovation, create hundreds of thousands of new jobs, and improve air quality and public health.”
ZETA believes that consumer incentives drive adoption of new technology, and represent one real way to drive the shift to EVs in the US. Providing credits for older combustion engined vehicles will help to speed the transition, and will also boost domestic economic growth. ZETA hopes that a Biden administration would use policy mechanisms to encourage job creation in the EV manufacturing and supply chains. Biden has already stated that he wants the federal government to move towards a 100% clean energy fleet, and wants to work closely with state governors and mayors to roll-out 500,000 new public chaging stations by 2030.
Electric car sales are increasing in market share across the world, while conbustion-engined passenger car sales are slowing. This has been further exacerbated by the Covid-19 pandemic. The overall market share of plug-in vehicles is still relatively small however, comprising 326,000 or 2% of the total market in the US in 2019, 564,206 or 3.6% of the total market in Europe, and 1,180,000 or 6.8% of the market in China.
For more information visit https://www.zeta2030.org/
Source: Axios
Image: ZETA
Image: ZETA
