NIO Posts Massive Gains In EV Deliveries | 03 Jan 2021

On today’s podcast:

• NIO Q4 and FY2020 Delivery Update
• Tesla (TSLA) announces a new battery cell deal with Panasonic
• Lucid Motors to expand Saudi presence, scouting retail locations
• 2021 marks entry of EVs into automotive mainstream
• No Driver’s License to Ride This Electric Bike
• Driving three of JCB's finest earth movers

 

Show #951

 

Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Sunday 3rd January. It’s Martyn Lee here and I go through every EV story so you don't have to.

 

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NIO Q4 AND FY2020 DELIVERY UPDATE

NIO began deliveries of the ES8, a 7-seater flagship premium electric SUV, in China in June 2018, and its variant, the 6-seater ES8, in March 2019. NIO officially launched the ES6, a 5-seater high-performance premium electric SUV, in December 2018 and began deliveries of the ES6 in June 2019. NIO officially launched the EC6, a 5-seater premium electric coupe SUV, in December 20

 

 

NIO delivered 7,007 vehicles in December 2020, increasing by 121.0% year-over-year

NIO delivered 17,353 vehicles in the three months ended December 2020, increasing by 111.0% year-over-year

NIO delivered 43,728 vehicles in 2020 in total, increasing by 112.6% year-over-year

Cumulative deliveries of ES8, ES6 and EC6 as of December 31, 2020 reached 75,641

 

They say: " The innovative Battery as a Service (BaaS) model has shown popularity among our users since its launch. With the 100kWh battery pack offered as an option, the penetration of BaaS has reached over 40% among new orders in December. At the fourth NIO Day scheduled on January 9th, 2021, we will unveil our new sedan model and share the latest development of our autonomous driving and other core technologies"

 

https://ir.nio.com/news-events/news-releases/news-release-details/nio-inc-provides-december-fourth-quarter-and-full

 

TESLA (TSLA) ANNOUNCES A NEW BATTERY CELL DEAL WITH PANASONIC

 

As per Tesla SEC filing: "On December 29, 2020, Tesla, Inc. and Tesla Motors Netherlands B.V. (together, “Tesla”) and Panasonic Corporation of North America and Sanyo Electric Co., Ltd. (together, “Panasonic”) entered into a 2021 Pricing Agreement (Japan Cells) (the “Agreement”), effective as of October 1, 2020 until March 31, 2022, relating to the supply by Panasonic of lithium-ion battery cells manufactured by Panasonic in Japan. The Agreement is subject to the Supply Agreement between Tesla and Panasonic (and/or their respective affiliates) dated October 5, 2011, as amended, and sets forth, among other things, specific terms with respect to pricing, production capacity commitments, purchase volume commitments and planned investments over the term of the Agreement."

 

 

"Tesla (TSLA) has announced a new battery cell deal with Panasonic through an SEC filing today. It’s the latest of many recent moves from Tesla in an attempt to secure a large battery cell supply to support its ambitious expansion goals." writes Electrek: "Historically, the cells that Panasonic has been supplying Tesla with from Japan have been for the Model S and Model X programs. Recently, Panasonic disclosed that they were starting production of new battery cells with better performance for Tesla."

 

No indication which cells these are. Lots of speculation it means Panasonic are making the new 4680 form factor cells.  The Plaid edition will use those cells with no indication the other S/X models will change from 18650.

 

I say no to anyone else making the 4680 cells. So much of the IP will sit with Tesla. They are still perfecting the dry electrode process, there's no reason they'd hand over that knowledge to any other battery producer.

 

https://electrek.co/2021/01/04/tesla-tsla-battery-cell-deal-panasonic/

 

LUCID MOTORS TO EXPAND SAUDI PRESENCE, SCOUTING RETAIL LOCATIONS

"Lucid Motors, the Californian electric vehicle (EV) carmaker part-owned by Saudi Arabia’s Public Investment Fund (PIF), is scouting out locations for retail sales outlets in the Kingdom, CEO Peter Rawlinson told Arab News. Although many compare Lucid to Tesla, Rawlinson called Lucid the first EV to compete with traditional luxury manufacturers such as Mercedes, BMW and Porsche. " says Arabnews.com: "In terms of the carmaker’s immediate partnership with the Kingdom, the CEO said his teams are scrutinizing possible locations in Saudi Arabia to open retail outlets — what Lucid calls “Studios” — for their luxury EVs.  Rawlinson said a major priority is to address the public’s concerns over affordability and “range anxiety,” noting that Lucid’s vehicles offer as much as 517 miles on a charge. He said Lucid will bring down costs through efficiencies and technology improvements focused, in part, on improving the battery performance and reducing battery size."

 

https://www.arabnews.com/node/1786091/business-economy

 

2021 MARKS ENTRY OF EVS INTO AUTOMOTIVE MAINSTREAM

"Global tech market advisory firm ABI Research sees growth in electric vehicle (EV) adoption in 2021. ABI Research’s whitepaper “68 Technology Trends That Will Shape 2021,” says that EV owners will experience the shift of environmentally conscious motorists to “typical automotive consumers.” In this regard, original equipment manufacturer (OEMs) will need to develop more innovative approaches to the life cycle management of EVs." according to BackendNews.com: “This transition from niche to the mainstream will be built on the introduction of low-cost EV models that satisfy the typical mileage requirements at an acceptable price point,” said James Hodgson, principal analyst, Smart Mobility and Automotive at ABI Research. “Smart charging technologies, support for occasional Direct Current (DC) fast charging, and battery management will be critical in supporting mainstream consumers in their transition from ICEs to EV ownership.”

 

https://backendnews.net/2021-marks-entry-of-evs-into-automotive-mainstream-abi-research-says/

 

1. KOREA’S EV MARKET POISED FOR TAKE-OFF IN 2021

"For South Korea’s electric vehicle business, 2020 apparently served as a turning point with global players such as Tesla on the up and up and the ongoing COVID-19 pandemic raising the alarm about environmental pollution by internal combustion engines. The number of newly registered passenger EVs here came to 32,268 as of November, according to the Korea Automobile Manufacturers Association." according to The Korea Herald: "On the export front, EVs logged 112,254 units in accumulated figures as of end-November, up 67.2 percent from a year earlier. the Environment Ministry has outlined the EV subsidy program for this year, saying that it will continue to provide the allowance for car priced below 60 million won ($55,147), while halving the amount for those priced 60 million won or more. Luxury models that are priced at 90 million won or more will likely be exempted from the fiscal support. he nation’s largest automaker Hyundai Motor is set to roll out the Ioniq 5, its crossover utility vehicle that adopts an EV-exclusive platform E-GMP. As the expected market price comes to 50 million won, the model is likely to appeal to potential purchasers."

 

http://www.koreaherald.com/view.php?ud=20210103000154

 

NO DRIVER’S LICENSE TO RIDE THIS ELECTRIC BIKE

"In keeping with the ‘eco’ wave that is sweeping across the country, a Hyderabad-based startup named Atumobile has launched an electric bike that can go 100 kilometers on a single charge. Its user does not need a driver’s license either as it is a low-speed motorcycle that has been certified by the International Centre for Automotive Technology (ICAT)." reports The Better India.con: "The ATUM 1.0 is a performance-oriented bike that is designed like a vintage cafe-racer bike. It weighs 35 kilograms but has a sturdy build and goes at a maximum speed of 25 km/ hour.  Prakash Choudhary, a well-known YouTuber, who tests and reviews two-wheelers, tried out the ATUM 1.0 early in October 2020. He said that it is a unique design introduced to the Indian market, and the Electric Bike resembles a regular motorcycle in “every way except for the speed”."

 

DRIVING THREE OF JCB'S FINEST EARTH MOVERS

"Once I’ve got a basic grip of its controls, I discover the 19C-1E is as capable of scooping up rubble and scurrying around on its tracks as I imagine its fossil-fuelled equivalent, the 19C-1, to be. Just like an electric car, torque is instant, resulting in effortless shovelling. Its four lithium ion batteries pack enough power to last a full working shift and can be rapid-charged in 2.5 hours." reviews Autocar: "Not only can the 1E work outdoors but it can do so at night without disturbing anyone. Its biggest advantage, though, is that it can work in emissions-sensitive environments and inside buildings without requiring expensive air extraction systems.” It’s a proper little mole. And flicking a switch brings its two tracks closer together, enabling me to drive it down a narrow ramp. Try doing that in a Tesla."

 

https://www.autocar.co.uk/car-news/features/new-digs-driving-three-jcbs-finest-earth-movers

 

 

 

 

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