Smaller Rivians Confirmed For Europe And China | 20 Nov 2020

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On today’s podcast:

• LG Chem Batteries for Chinese Model Y
• Rivian CEO eyes smaller EVs for China & Europe
• GM will launch 30 EVs around the world by 2025
• Tesla Opens North China's Largest V3 Supercharger Station
• Tesla opens world’s northernmost Supercharger station
• Tesla firmware hints at Model Y range boost
• Proterra celebrates its 1,000th battery-electric bus
• EV enquiries soared 500% after Government’s 2030 car sales ruling

 

Show #933

 

Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Friday 20th November. It’s Martyn Lee here and I go through every EV story so you don't have to.

 

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21st November is the 12 month anniversary of smash-gate!

 

LG CHEM BATTERIES FOR CHINESE MODEL Y

"South Korea’s LG Chem Ltd. will supply batteries to US electric vehicle giant Tesla Inc. for its latest mid-size SUV Model Y, to be manufactured in China next year. LG Chem, the world’s largest EV battery maker, has been chosen as the sole supplier for the luxury SUV model, beating strong contenders such as China’s Contemporary Amperex Technology Co. (CATL) and Japan’s Panasonic Corp., according to industry sources on Nov. 20." says The Korea Economic Daily: "Under the latest deal, LG Chem will supply advanced lithium-ion batteries, known as NCM (nickel cobalt manganese) batteries, for the Model Y to be produced at Tesla’s Gigafactory Shanghai facility in the first quarter of 2021, sources said. CATL, China’s leading battery maker, had been tipped as one of the strongest candidates, but was excluded as a supplier as it focuses on a different, low-cost type of battery, known as LFP (cobalt-free lithium-iron-phosphate). Currently, Tesla uses CATL-made LFP cells for its low-end made-in-China Model 3 sedans, while outsourcing batteries from LG Chem for high-end Model 3 vehicles, also made in China."

 

2021 could see 360,000 Model Y's produced. 30,000 a month?  Well this year LG Chem will have around 100GWh of capacity, which they're planning on being 260GWh by 2023.

 

https://www.kedglobal.com/newsView/ked202011200008

 

RIVIAN CEO EYES SMALLER EVS FOR CHINA & EUROPE

"Rivian, which is backed by Amazon and Ford, on Wednesday said it plans to follow up its first two products, a full-size pickup and SUV, with smaller models targeted at China and Europe where it may eventually build some vehicles. While Rivian plans to begin selling the SUV in Europe in 2022 and China soon after, "what will really drive volume in those markets is the follow-on products" that are smaller and tailored for overseas customers, Rivian founder and CEO R.J. Scaringe told Reuters." reports Automotive News Europe: "The company's first plant in Normal, Ilinois, has begun pilot production ahead of next year's launch of three models -- the R1T pickup and R1S SUV, which Scaringe described as "halo products" for Rivian, and a large electric delivery van for Amazon. Scaringe said Rivian has begun setting up service centers and will deploy mobile units to handle maintenance and repair work on Amazon's vans, as well as Rivian vehicles for retail customers."

 

Scaringe said: "To really scale in those markets as we bring on follow-on products, having a production footprint outside the U.S. is going to be important.  That's a ways off. We wouldn't be serious about building a car company if we weren't thinking about China and Europe as important markets long term."

 

https://europe.autonews.com/automakers/rivian-ceo-eyes-smaller-evs-china-europe

 

GM WILL LAUNCH 30 EVS AROUND THE WORLD BY 2025

"General Motors is leaving no room for doubt as to whether or not it’s dedicated to electrification: the Detroit-based automaker announced today at a conference hosted by British bank Barclays that it is increasing its investment in electric and autonomous technology by $7 billion and will have 30 EVs on the market by 2025. That brings GM’s total EV and autonomous tech investment through 2025 to $27 billion as the automaker moves toward a full-electric lineup." writes Car & Driver: "This increase in planned electric vehicles—up from the 20 slated to hit the market by 2023—GM said, is made possible by the flexible Ultium platform which can be adapted to a variety of different vehicles. That platform can also now give vehicles a range of up to 450 miles, up from the 400 miles which GM claimed at an “EV Day” back in March. Alongside the scaling of EV production, GM expects that the cost of its Ultium batteries will drop by 60 percent by the middle of this decade, bringing the batteries “closer to cost parity with gas-powered engines.”"

 

Cadillac will have the Lyriq which has been moved up by 9 months, Celestiq, GMC's Hummer truck and SUV, new Chevrolet the new Bolt EUV. Interesting fact about the Hummer EV, that will have a development of 26 months down from the usual 50. That means the Chevy Pickup will be moved up 11 months from originally planned and the Chevy Crossover by 21 months. Bearing in mind the Hummer ships late next year - at the moment there is no drivable development vehicle.

 

At this presentation we also got to see the Hummer SUV in the background. Similar specs to the Hummer Truck - 350 miles of range, 1000hp and 0-60 in 3 seconds

 

https://www.caranddriver.com/news/a34730248/gm-accelerates-electrification-plans/

 

TESLA OPENS NORTH CHINA'S LARGEST V3 SUPERCHARGER STATION

Tesla tweeted that they opened up the V3 Superchargers station in downtown Beijing."the supercharging station is the largest V3 supercharging station in North China, a total of 21 V3 super charging piles. At present, Tesla has set up a total of 45 super charging stations and 34 destination charging stations in Beijing, covering the urban core and surrounding popular self-driving routes." repotrs SMM News: "Tesla will build nearly 650 super charging stations, more than 5000 super charging piles and more than 2000 destination charging piles in China, covering more than 270major cities and inter-city connections. In addition, in view of the problem that some Tesla super-charging pile parking spaces are occupied by fuel vehicles, Tesla set up intelligent ground locks or property management personnel in the parking spaces, in which Tesla car owners need to scan the QR code above the parking spaces before charging the car to obtain verification information, which can be "unlocked" after entering the verification information into the APP."

 

https://news.metal.com/newscontent/101322517/Tesla-the-largest-V3-supercharging-station-in-North-China-landed-in-Wangjing-Beijing/

 

https://twitter.com/teslacn/status/1329059302716235779

 

https://teslamotorsclub.com/tmc/threads/tesla-china-installed-parking-barrier-to-prevent-ice-occupy-the-superchanger.45088/

 

TESLA OPENS WORLD’S NORTHERNMOST SUPERCHARGER STATION

"Varangerbotn, some 400 kilometers inside the Arctic Circle, is the most faraway location Tesla has turned on the power anywhere on the European continent. The two nearest Supercharger stations are Puoltikasvaara (Sweden), 623 km to the south, and Sørkjosen (Norway) 562 km to the west." says The Barents Observer: "Ten new Supercharger stations inside the Arctic Circle in northern Scandinavia are in the pipe. The network is geographically well distributed throughout the region and the chosen locations are at the main crossroads. As previously reported by The Barents Observer, local power companies in Troms and Finnmark county, with financial support from the Norwegian state, are deploying a network of 17 high-power 175 kW chargers and eight 50 kW fast chargers. By November 20, nine of the stations are opened, while most of the remaining will be connected to the grid before Christmas."

 

https://thebarentsobserver.com/en/new-energy/2020/11/tesla-opens-worlds-northernmost-supercharger-station

 

TESLA FIRMWARE HINTS AT MODEL Y RANGE BOOST

"Tesla firmware revealed that the Model Y may receive a range boost via an efficiency package in 2021. Resident Tesla hacker @greentheonly found evidence in Tesla’s 2020.44.5 firmware that possibly indicate an increase in the Model Y’s range next year. " says Teslarati: "According to the trusted hacker, Tesla released an efficiency package for the Model 3 already. It could release a similar efficiency package for the Model Y. The Model Y efficiency package would probably compliment the release of the all-electric crossover’s seven-seater variant. In October, Elon Musk revealed that the Fremont Factory would start production on Model Y’s seven-seat version this month. He predicted that initial seven-seater Model Y deliveries could start as early as December, right in time for Christmas and New Year’s."

 

https://www.teslarati.com/tesla-model-y-range-update-efficiency-package-2021/

 

PROTERRA CELEBRATES ITS 1,000TH BATTERY-ELECTRIC BUS

"Broward County Transit (BCT) has agreed to purchase 12, 40-foot Proterra® ZX5™ battery-electric transit buses with 660 kWh of onboard energy and the DuoPower™ drivetrain. With this purchase, Proterra has now sold more than 1,000 battery-electric transit buses in North America." write Mass Transit website: "introduced in September, the Proterra ZX5 features more energy storage and a longer drive range. Proterra says the DuoPower drivetrain delivers nearly twice the horsepower and five times better fuel efficiency than a standard diesel engine. The DuoPower drivetrain features two electric motors that deliver a 550 horsepower, accelerating a ZX5 bus from zero to 20 mph in under six seconds."

 

EV ENQUIRIES SOARED 500% AFTER GOVERNMENT’S 2030 CAR SALES RULING

"Electric vehicle (EV) enquiries soared by 500% after this week’s UK Government announcement that it plans to ban the sale of cars and vans powered wholly by petrol or diesel engines in 2030." according to AM Online: "As Prime Minister Boris Johnson set the sector on the path to an all-out ban to include hybrids from 2035 car buyers headed online to see what their immediate alternative fuel vehicle (AFV) buying options might be today, according to data from BuyaCar. The online car sales portal said that EV enquiries would normally represent around 300 searches per day, from a stock of more than 60,000 cars, but this week’s announcement saw that figure shoot up to 1,679 in the 24 hours following the Prime Minister’s announcement.

 

https://www.am-online.com/news/market-insight/2020/11/20/ev-enquiries-soared-500-after-government-s-2030-car-sales-ruling

 

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