Executive Orders / Tesla / XO / Impulsion

NewsNotes 

 

CALSTART Members-Only Webinar:  Navigating Executive Orders and Market Dynamics in the Zero-Emission Industry | Feb 12, 10am PST / 1pm EST 

CALSTART's policy team is hosting a member-exclusive webinar that delves into the critical implications of the early executive orders issued by the second Trump administration and their impact on the zero-emission industry. To register, reach out to Rachel Baker ([email protected]). 

 

Nuvve Selects Key Hardware Supplier  

Nuvve, an industry leader in vehicle-to-grid technology, has chosen Tellus Power Green as a key supplier for their advanced charging portfolio. After a rigorous review of 30+ companies, Nuvve’s partnership with Tellus is the first step of expanding their supplier ecosystem to keep pace with growing demand for electrification. Tellus chargers are engineered to meet the strict requirements for V2G applications and designed to provide scalable and cost-effective solutions for fleet and infrastructure operators.  

 

ZM Trucks announces new factory  

ZM Trucks, a subsidiary of ZO Motors, has announced plans to open their first U.S. production plant in Fontana, California, with production starting later this year. Also operating as a regional headquarters, the facility will assemble electric commercial trucks, terminal tractors, and airport ground service equipment. The manufacturer already has an established plant in Cambodia that supplies the Asia-Pacific market. The new, stateside production site is part of ZO Motors’ global strategy which also includes expanding into South America and the Middle East.  

 

DHL Enhances Commitment to Sustainable Logistics  

DHL Group is working with CATL, a battery and energy tech manufacturer, to reduce emissions from their global logistics operations. DHL will adopt CATL’s liquid cooling energy storage systems and energy management platforms in their facilities, along with battery swapping and superfast charging systems. The new technology will help DHL optimize energy consumption across operations and will play a key role in their goal of achieving net zero logistics by 2050. CATL will also utilize DHL as their preferred logistics provider, establishing a framework for how strategic partnerships can move global supply chains in a more energy-efficient direction.  

 

Tesla Sales Drop Double Digits in California  

The California New Car Dealers Association released its Q4 2024 report, announcing a 12% decline in Tesla deliveries with almost 27,000 fewer EVs sold in 2024. This marks the fifth consecutive quarterly decline in registrations for Tesla, further shaking their previous dominance in the market. Tesla held 60% of the California EV market in 2023 but only held a slight majority in 2024 at 52.5%. Despite the market leader faltering, the California ZEV market share was 22% in 2024, up from 21.7% in 2023, proving interest in EVs remains strong in the Golden State.  

 

Waymo’s AVs Safer than Human Drivers 

Findings from a new study indicate Waymo’s autonomous driving technology is safer than vehicles driven by humans. The research evaluated liability claims from over 25 million miles driven by Waymo, with only nine property damage claims and two bodily injury claims. Human-driven vehicles over the same distance have approximately 78 property damage claims and 26 bodily injury claims. The results are even more impressive in percentage format: Waymo’s autonomous fleet saw 88% fewer property damage claims and 92% less bodily injury claims. Of the few claims made, the study found Waymo vehicles had minimal responsibility in most incidents. Accredited findings like these are crucial in verifying the safety of AVs and scaling their adoption on broader scales.  

 

Mark Your Calendars for Impulsion 2025  

Propulsion Québec, the electric and smart transportation cluster, presents the 5th edition of Impulsion, the International Electric and Smart Transportation Summit. The event will take place on March 31 and April 1, 2025 at the Palais des congrès de Montréal. Does your organization want to get involved in the energy transition and transportation electrification? Seize this opportunity and attend Canada's largest EST Summit! Discover the ambitions and innovations of key players shaping our industry through multiple panels, workshops, strategic discussions, and networking sessions. More than 1,500 participants and over 70 local and international exhibitors, particularly from Sweden, the country of honor, are expected. Book your tickets here, and reach out to [email protected] to learn more about exhibiting.  

 

-------------------------------------------- 

Nuvve selects Tellus as a key hardware supplier for its charging solutions, BusinessWire https://www.businesswire.com/news/home/20250130342850/en/Nuvve-Selects-Tellus-as-a-Key-Hardware-Supplier-for-its-Charging-Solutions  

 

ZM Trucks to launch US production in California in 2025, Transport Topics https://www.ttnews.com/articles/zm-trucks-us-production  

 

How CATL and DHL are working towards sustainable logistics, EV Magazine https://evmagazine.com/news/catl-dhl-expand-partnership-sustainable-logistics  

 

Tesla’s sales drop double digits in the US’ biggest EV market, while others are growing, Electrek https://electrek.co/2025/02/03/teslas-sales-drop-double-digits-in-the-us-biggest-ev-market-while-others-are-growing/  

 

Waymo’s AVs safer than human drivers, Swiss Re study finds, EV Magazine https://evmagazine.com/self-drive/waymos-avs-safer-than-human-drivers-swiss-re-study-finds