China’s Plan For EV Public Transport | 12 Oct 2020

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On today’s podcast:

• LG Chem forecasts record third-quarter profit
• Tesla update lets you lock Sentry Mode/TeslaCam storage in glovebox
• Pan-American Electric-Vehicle Road Trip Now Possible
• France: Plug-In Electric Car Sales Doubled
• Daimler's labor chief urges European lawmakers to promote EV charging
• China passes plan to boost new energy vehicle industry
• Xpeng Scores Record Deliveries In September, 3rd Quarter
• BYD new-energy vehicle sales up 45% in September
• Electric Car Sales Triple In Race To Meet Europe Co2 Rules
• Why Amazon and Panasonic are betting on this battery recycling startup
• Inside Chile's Struggle To Make Lithium Mining 'Greener'

 

Show #905

 

Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Monday 12th October. It’s Martyn Lee here and I go through every EV story so you don't have to.

 

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Nico Rosberg Drives VW ID.R

"Here’s my Hot Lap surprise for you: Racing the VW ID.R at the Nürburgring F1 track before the 2020 Eifel Grand Prix! I’m looking forward to your feedback on my Hot Lap video in this electric missile!"

 

LG CHEM FORECASTS RECORD THIRD-QUARTER PROFIT

"South Korea’s LG Chem Ltd, an electric vehicle (EV) battery supplier for Tesla and a petrochemicals maker, said on Monday its third-quarter operating profit likely jumped to a record high, beating analysts’ estimates." says Reutrers: "Analysts attributed it to orders from Tesla. LG Chem, along with China’s CATL, supplies batteries for Tesla’s electric cars made in Shanghai. Tesla posted record quarterly deliveries in the third quarter. Analysts expect LG Chem’s battery business to remain profitable in the third quarter and its mainstay petrochemicals business to post solid profits. Tesla’s long-term plan to produce its own cells have hurt LG Chem shares, which had rallied this year due to EV expectations."

 

<https://www.reuters.com/article/us-lg-chem-results/tesla-battery-supplier-lg-chem-forecasts-record-third-quarter-profit-idUSKBN26W101>

 

TESLA UPDATE LETS YOU LOCK SENTRY MODE/TESLACAM STORAGE IN GLOVEBOX

"Tesla is updating the interior of the Model 3 to let owners lock their Sentry Mode/TeslaCam storage device in the glovebox. Tesla owners have to plug a storage device in one of the USB ports in the center console and footage recorded by Sentry Mode and TeslaCam, the automaker’s dashcam feature, will be stored on it." says electrek: "Now we learn that Tesla is introducing a solution with the new Model 3 2021 refresh that we have been reporting on over the last few days. Tesla has updated the glovebox to now get a USB port on the top left corner of it, according to a picture of the updated design seen by Electrek. The new port is going to connect to Tesla’s MCU and enable Tesla owners to use with a storage device, like a portable SSD, in order to record Sentry Mode and TeslaCam events."

 

<https://electrek.co/2020/10/11/tesla-update-lock-sentry-mode-teslacam-storage-glovebox/>

 

PAN-AMERICAN ELECTRIC-VEHICLE ROAD TRIP NOW POSSIBLE

"hanks to Enel X, electric vehicle drivers now have a way to drive from North America all the way down to Ushuaia in southern Argentina. Enel X recently installed 220 of its JuiceBox charging points in 11 South and Central American countries: Argentina, Bolivia, Chile, Colombia, Costa Rica, Guatemala, Honduras, Mexico (including down to Ensenada, on the Baja California peninsula), Nicaragua, Panama, and Peru." reports Car and Driver: "The new "100% Electric Pan-American Charging Corridor" takes EV drivers along the Andes mountains, allowing them to follow along the 13,000-mile route that actor Ewan McGregor and his friend Charley Boorman took using electric motorcycles in the new Apple TV+ series Long Way Up. The two men drove electric Harley-Davidson bikes from Ushuaia to Los Angeles, and Ener X's Pan-American Charging Corridor is featured in the documentary program. While LiveWire electric motorcycles, the first Harley‑Davidson electric motorcycles, are the EV stars of the show, the film crew rode along in electric Rivian pick-up trucks, making the entire operation a tough test bed for new electric vehicles."

 

<https://www.caranddriver.com/news/a34338945/electric-vehicle-road-trip-americas/>

 

FRANCE: PLUG-IN ELECTRIC CAR SALES DOUBLED

"In September, more than one in 10 new passenger car in France was a plug-in.

Despite the overall passenger car sales in France decreasing a few percent in September, the plug-in electric car segment grew significantly to one of its highest results ever. The total number of registrations more than doubled to 18,588 (up 207% year-over-year). Passenger cars noted a market share of about 10.6%." according to InsideEVs: "The model rank is getting more interesting this Fall, although the dominance of Renault ZOE (2,878 in September and some 26,000 YTD) remains not threatened. The next two best were Peugeot e-208 (1,230) and Tesla Model 3 (1,083), but in fourth we saw the all-new Volkswagen ID.3 with 616 registrations."

 

<https://insideevs.com/news/448182/france-plugin-car-sales-doubled-september-2020>

 

DAIMLER'S LABOR CHIEF URGES EUROPEAN LAWMAKERS TO PROMOTE EV CHARGING

"European lawmakers should promote electric car charging infrastructure as aggressively as they seek to lower CO2 emissions, Daimler's labor boss, Michael Brecht, said." reportsd Automotive News Europe; "Overall demand for cars could suffer if ownership of electric vehicles was not made more attractive with more readily available charging networks, Brecht said. Brecht said Daimler has reviewed its strategy to free up resources to retool its factories and retrain workers to build low emission cars."

 

<https://europe.autonews.com/automakers/daimlers-labor-chief-urges-european-lawmakers-promote-ev-charging>

 

CHINA PASSES PLAN TO BOOST NEW ENERGY VEHICLE INDUSTRY

"China on Friday passed a development plan for the country's new energy vehicle (NEV) industry to foster new growth areas of green development, according to a statement issued after a State Council executive meeting" says CGTN: "Starting from 2021, at least 80 percent of public transportation, taxi and logistics vehicles in the national ecological civilization pilot zones in Fujian, Jiangxi, Guizhou and Hainan should be new energy vehicles."

 

<https://news.cgtn.com/news/2020-10-11/China-passes-plan-to-boost-new-energy-vehicle-industry-UuGb6eP9V6/index.html>

 

XPENG SCORES RECORD DELIVERIES IN SEPTEMBER, 3RD QUARTER

"Xpeng’s September deliveries amounted to 3,478 units, which is a new record for the company, and 8,578 was the quarterly total. The company’s new(ish), affordable sedan (the P7) dominated the company’s sales in September, totaling 2,573. The slightly older (but still quite young) small crossover/SUV, the G3, landed 905 sales." writes Zach at Cleantechnica: "Production of 40,000–50,000 electric cars a year is still a pretty niche amount, about what Tesla was doing with just the Model S and Model X. However, Xpeng is quickly working to go beyond this capacity. "

 

<https://cleantechnica.com/2020/10/11/xpeng-scores-record-deliveries-in-september-3rd-quarter/>

 

BYD NEW-ENERGY VEHICLE SALES UP 45% IN SEPTEMBER

"China's leading new-energy vehicle (NEV) manufacturer BYD reported a strong rebound in its NEV sales in September, company data showed. In a filing to the Shenzhen Stock Exchange, the Shenzhen-based company said it sold 19,881 NEVs last month, up 45.3 percent year-on-year and up 30.1 percent month-on-month." according to China Daily: "In the January-September period, BYD sold 110,941 NEVs, down 42.4 percent year-on-year. The slump, however, narrowed from 49.1 percent in the January-August period with the help of the rebound in September."

 

https://global.chinadaily.com.cn/a/202010/10/WS5f8145b0a31024ad0ba7ddb0.html

 

ELECTRIC CAR SALES TRIPLE IN RACE TO MEET EUROPE CO2 RULES

"One in 10 new cars sold across Europe this year will be electric or plug-in hybrid, triple last year’s sales levels after automakers launched new models to meet emissions rules, according to group projections Green Transport and Environment policy. The market share for most electric cars will rise to 15 percent next year, the group predicts" says The Financial Times: "According to the rules, automakers must reduce the average emissions of their vehicles to 95g of CO2 per km or face fines that can reach billions of euros. In the first six months of the year, average emissions fell from 122g to 111g, the biggest drop in six months in more than a decade. Toyota, which partners with Mazda, is very close to meeting its goals due to the widespread use of traditional hybrids, which run on both the engine and the battery. BMW, which has plug-in hybrids as well as its all-electric i3 model, met its targets for this year, as did Renault, which sells the Zoe electric. Renault’s alliance partner, Nissan, which sells the Leaf electric car, is also close to its goals."

 

https://www.ft.com/content/f3f7d99a-34a4-4650-a529-3731bd8bc17c

 

WHY AMAZON AND PANASONIC ARE BETTING ON THIS BATTERY RECYCLING STARTUP

"[JB Straubel's] understated delivery obfuscates his ambitions and plans for Redwood Materials, the recycling startup that he co-founded in 2017. Straubel envisions and is actively working to make Redwood one of the world’s major battery recycling companies, with numerous facilities strategically scattered throughout the globe." says TechCrunch: "The company has a business-to-business strategy, recycling the scrap from battery cell production as well as consumer electronics like cell phone batteries, laptop computers, power tools, power banks, scooters and electric bicycles. Redwood collects the scrap from consumer electronics companies and battery cell manufacturers like Panasonic. It then processes these discarded goods, extracting materials like cobalt, nickel and lithium that are typically mined, and then supplies those back to Panasonic and other customers."

 

JB Straubel said: “As the world electrifies transportation it needs so many different materials and the supply chain upstream of the factory is, I think, often under appreciated. The Gigafactory is a little bit like an iceberg — there’s so much of it that’s kind of below the surface, in the suppliers and in the mines and refineries and all the different things that need to feed into it that you don’t typically see.”"

 

<https://techcrunch.com/2020/10/09/why-amazon-and-panasonic-are-betting-on-this-battery-recycling-startup/>

 

INSIDE CHILE'S STRUGGLE TO MAKE LITHIUM MINING 'GREENER'

"Mining companies have descended on Chile to meet the demands of everything from phones to cars, but the environmental damage of water-heavy extraction processes has become a serious issue. Salt flat extraction is comparatively non-destructive to the landscape on a surface level but requires huge quantities of water to be pumped in from elsewhere or up from groundwater supplies, which is then evaporated in a series of pools to extract the lithium, removing it from the local ecosystem. " reportd The Drive: "The tension between needing lithium to mitigate climate change and actually causing it by desertifying a region would be ironic if it wasn’t so typically horrible."

 

<https://www.thedrive.com/news/37004/inside-chiles-struggle-to-make-lithium-mining-greener-for-the-electric-car-revolution>

 

 

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