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Sigmetnow

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Re: Electric cars
« Reply #1650 on: April 20, 2020, 06:15:07 PM »
How Norway Convinced Drivers To Switch To Electric Cars
Nearly half of new cars sold in Norway are electric. Here’s how the country got miles ahead of the rest of the world.
https://www.huffpost.com/entry/norway-drivers-electric-cars_n_5e94ac91c5b6f0317322b939

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GM opposition to cleaner California standards is costing it, poll suggests
April 20, 2020
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In the battle between California and the Trump Administration over the state's right to set its own stricter emissions standards, General Motors sided with the President.

That decision may be costing GM, according to a new poll.

The majority of GM owners surveyed—regardless of party affiliation—oppose the automaker's stance on tougher California emissions standards, according to the poll, which was conducted by Matt George Associates for the Union of Concerned Scientists (UCS).

Of the 1,000 owners surveyed, 51% who initially said they would "definitely purchase" another GM vehicle in the future changed their minds after learning of the automaker's stance on California emissions standards, according to the UCS. In addition, 76% of respondents said their opinion of the automaker would improve if GM reversed its position and supported stronger regulations.

GM's opposition to stronger California standards caused its favorability to decrease from 93% to 44%, according to the UCS. The sentiment seemed to cross party lines, with 82% of Republicans and 93% of Democrats surveyed saying GM should support stronger emissions standards and measures to improve gas mileage.

Other factors played into respondents' dimmer view of GM, Matt George, who conducted the survey, noted. These include closing of a Lordstown, Ohio, factory (which was subsequently bought by a local startup aiming to build electric pickup trucks) and lack of progress in producing cleaner cars, which respondents viewed as violating GM's 2009 bailout agreement. …
https://www.greencarreports.com/news/1127860_gm-opposition-to-cleaner-california-standards-is-costing-it-poll-suggests

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Quote
Alvin Foo (@alvinfoo) 4/18/20, 12:08 AM
#China #Auto Sales Q1 2020, painful for all except @teslacn. #Tesla should be [listed] behind Volvo having sold about 18k cars, the only car maker with positive growth! 2020 will surely be a nightmare year for the Auto Industry.
https://twitter.com/alvinfoo/status/1251361968939659265
Image below.

(Tesla China’s Sales: 2,620 in January, 3,900 in February, 10,160 in March.)
https://www.teslarati.com/tesla-tsla-srecord-sales-march-2020-china/
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Sigmetnow

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Re: Electric cars
« Reply #1651 on: April 25, 2020, 02:12:38 PM »
North American automaker production plants with reopenings currently scheduled for early May:
FCA
Honda
Hyundai
Nissan
Subaru
Tesla
Toyota/Lexus
Volvo

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https://www.autoguide.com/auto-news/2020/03/coronavirus-when-each-automaker-will-restart-us-production.html
Updated April 16

From April 16:
Quote
In A dozen Ford workers at a Michigan factory are trying out wristbands that vibrate when employees come within six feet of each another, Bloomberg reported Wednesday. ...

Earlier in April, GM told Reuters that it has adapted measures taken in Amazon warehouses, such as temperature screening to detect fevers.

Ford and the United Auto Workers union are planning thermal-imaging scans as well. Among other safety procedures, Ford also plans daily health surveys at factories where it's now producing ventilators and respirators to help hospitals battle the coronavirus.

...
Europe, Toyota, Volkswagen, Renault, Hyundai and Volvo have opened or are gearing to restart production.

On Thursday, Germany announced moves to ease its coronavirus lockdown starting May 4. German car dealerships will be allowed to reopen, after the restrictions pushed many to the brink.
https://www.investors.com/news/auto-industry-gm-ford-fiat-chrysler-reopening-car-plants-how-when/
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Sigmetnow

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Re: Electric cars
« Reply #1652 on: April 25, 2020, 04:44:20 PM »
Quote
Viv (@flcnhvy) 4/23/20, 1:52 PM
So apparently @Audi copy pasted info on European EV incentives from Tesla’s website ... and forgot to remove the part about S3X supporting CCS charging ;D
Appears to be fixed now, but the internet never forgets haha
webcache.googleusercontent.com/search?q=cache…
https://twitter.com/flcnhvy/status/1253381294345588742
Images below.
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Sigmetnow

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Re: Electric cars
« Reply #1653 on: April 25, 2020, 05:11:01 PM »
Byton Update:
Byton furloughs hundreds of workers with unknown impact on production timeline
Quote
The downturn in the economy due to the pandemic is wreaking havoc with the auto industry. The impacts are particularly hard on start-ups trying to launch their first vehicles. Byton, the Chinese EV-maker, this week put hundreds of employees from its Santa Clara facility on furlough, following earlier reductions in China. ...
https://electrek.co/2020/04/21/exclusive-byton-furloughs-hundreds-of-workers-with-unknown-impact-on-production-timeline/

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Automotive News (@Automotive_News) 4/21/20, 12:48 PM
PSA seeks to avoid state aid to keep FCA merger on track
https://www.autonews.com/automakers-suppliers/psa-seeks-avoid-state-aid-keep-fca-merger-track
 
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Ford might delay Mustang Mach-E launch, will update as production restarts
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Ford previously said that production is going to begin in late 2020, and the first deliveries are expected in Europe and the US in October.

However, like many other automakers, Ford might see delays due to the current coronavirus pandemic.

In Norway, which is expected to be one of the first markets to get the Mustang Mach-E, Ford has informed reservation holders that they have delayed the launch of the Mach-E configurator to “June/July” and deliveries to November….

To be fair, Ford is far from being alone in this situation. Rivian will likely push the first deliveries of its electric vehicles into 2021, and Lordstown just announced the same for its electric pickup truck. …
https://electrek.co/2020/04/24/ford-delay-mustang-mach-e-launch-production-restart/

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(The next powerful sporty hatchback version of the Ford Focus RS hinged on development of a new hybrid powertrain that would lower Ford’s fleet emissions rather than raising them.  Seems like what they need is a BEV….)

Ford Officially Pulls The Plug On New Focus RS
April 20, 2020
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The reports were true: Ford will not launch a new fourth-generation Focus RS as development was deemed too expensive for today’s market conditions.

Ford Motor has officially confirmed the news, saying that the cost of developing a new Focus RS can’t be justified by the model’s low-volume nature.

“As a result of pan-European emissions standards, increased CO2 taxation and the high cost of developing an RS with some form of electrification for a relatively low volume of vehicles, we are not planning another RS version of the Focus,” Ford told us in their statement. …
https://www.carscoops.com/2020/04/ford-officially-pulls-the-plug-on-new-focus-rs/
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Sigmetnow

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Re: Electric cars
« Reply #1654 on: April 26, 2020, 09:33:55 PM »
VW CEO Herbert Diess, in a company webcast, points to Tesla as the company to beat.

VW Recognizes Tesla's Superior Software Competence
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“What bothers me the most is the ability to work with help systems,” said VW CEO Herbert Diess in VW’s internal webcast. “500,000 Tesla function as a neural network that continuously collects data and offers customers a new driving experience every 14 days with improved features,” he said, and also acknowledged: “No other car manufacturer can do this today.”

[today, in fact, about 1 million Tesla cars collect data ]

Diess demanded that the newly-created VW car software development team “implement the Tesla catch-up plan”. The integration of high-performance software into new models poses VW with much more complex tasks than, for example, electrifying a fleet of vehicles. Tesla’s access to the keyless vehicle, combining multiple functions on one screen and a smaller design were well received. “Customers like it,” said Diess. “It is clear that VW will follow suit at these points,” he continued.

Regarding the valuation of VW in the international capital markets, Diess presented to its top managers a chart that showed Tesla's rating two times higher than that of VW. “And this despite our valuable brands such as Porsche, Audi, VW, Bentley and others,” he said. In order to catch Tesla, “We still have a long way to go,” said Diess.
https://www.tesmanian.com/blogs/tesmanian-blog/vw-confirms-teslas-superior-software-expertise

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See the article for links to these items and more:
Electric Mustang; no more Maven; updates from Polestar, Lordstown, and Lucid: The Week in Reverse
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And the Karma Revero GTE circles back toward its once-maybe rival, the Tesla Model S, by dropping the gasoline range extender and potentially offering up to 400 miles of all-electric range. Would it make this Fisker concoction more competitive today?

Finally, hydrogen fuel-cell technology is undergoing a big shift—to larger trucks and commercial applications. And there was no better illustration of that than Daimler’s move this week to commit (jointly with Volvo) to a $1.2 billion fuel-cell venture for commercial trucks while also suspending fuel-cell R&D for passenger cars. Yup, that means discontinuing the F-Cell, which never arrived in the U.S.


One other thing that wasn’t as surprising: GM is shutting down Maven, its car-sharing and mobility unit. Was it a casualty of the gig economy amid coronavirus, a muddled mix of good ideas, or a victim of changing priorities at GM? All signs point to some of each.

Jay Leno, for reasons unknown, opted not to air his 2008 drive of the original Tesla Roadster and interview with Elon Musk. It’s a gem.
[See below.]
https://www.greencarreports.com/news/1127956_electric-mustang-no-more-maven-updates-from-polestar-lordstown-and-lucid-the-week-in-reverse

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Sigmetnow

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Re: Electric cars
« Reply #1655 on: April 27, 2020, 05:32:58 PM »
Automotive Stocks Gear Up To Fight COVID-19
April 27, 2020
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Major automotive and auto component manufacturers have seen their stock prices decline by an average of over -30% year-to-date, due to the Coronavirus pandemic. While General Motors stock is down by about -41% year-to-date, Ford is down by -47%. However, Tesla has bucked the trend, rising 68%. The health crisis has meant people really don’t need to drive much right now, and not many are buying new cars either. Irrespective of what local and country governments prescribe or guide, we don’t believe this is likely to change in a hurry. Discretionary spending is likely to drop as the economy slips into a recession, impacting auto sales.

Performance Summary
Our Automobile portfolio of 10 stocks including Ford, General Motors, Tesla, Navistar, Harley DavidsonHOG, Advance Wabco, and Lear, shows an average decline of about -2% in the last five trading days (through April 23) compared with a -1.5% decline in the S&P 500 over the same period. Year-to-date, the portfolio is down by about -21% (or over -30% excluding Tesla), compared to about -14% for the S&P 500. Harley Davidson and Ford were the worst performers, posting declines of about -50% and -47% respectively year-to-date. On the other hand, Tesla has soared 68% year-to-date while Wabco Holdings, an auto components manufacturer, has seen its stock remain relatively flat. Overall, there is a significant variance and summarized on the dashboard Autos Fight COVID-19

The Ripple Effects On Other Industries
Lower auto sales will have ripple effects across other industries. For one, commodities such as Steel and aluminum demand will suffer. For instance, the transport industry accounted for about 32% of aluminum demand in 2019. Similarly, the recovery of crude oil prices, which have declined sharply this year could also be slow, given that transportation demand accounts for as much as 69% of total oil consumption in the United States.
https://www.forbes.com/sites/greatspeculations/2020/04/27/automotive-stocks-gear-up-to-fight-covid-19/
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Sigmetnow

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Re: Electric cars
« Reply #1656 on: April 30, 2020, 07:22:20 PM »
Ford and Lincoln cancel Rivian-powered electric vehicle due to the pandemic
April 28, 2020
Quote
Ford and its luxury brand Lincoln have canceled an all-electric SUV that was going to be powered by technology provided by EV startup Rivian, the companies told Automotive News on Tuesday.

Rivian recently announced that it’s pushing back the release of its first two vehicles — an all-electric pickup truck and SUV — to early 2021 because of the pandemic.
https://www.theverge.com/platform/amp/2020/4/28/21240212/ford-lincoln-cancel-rivian-suv-ev-coronavirus-pandemic-investment

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Shares of General Motors were trading lower on Thursday, as investors braced for grim April auto sales results and digested a report that GM could be dragged into an ongoing federal investigation of the United Auto Workers (UAW) labor union.

Ford Motor Company reported earnings on Tuesday after the market closed. They were as expected (a net loss of $2 billion), but it was the company's guidance that raised eyebrows, and may be weighing on GM's stock today. Ford expects an adjusted operating loss of at least $5 billion in the current quarter.

[A]nalysts expect April to be the worst month for U.S. auto sales in 30 years. Analysts at Edmunds are forecasting that just 633,260 new cars and trucks will have been sold in the U.S. in April, which would be a decline of 52.5% from April 2019. Edmunds said that would be the lowest-volume month for U.S. auto sales since at least 1990.
https://www.fool.com/investing/2020/04/30/why-general-motors-stock-is-down-today.aspx

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Quote
Tasha Keeney (@TashaARK) 4/29/20, 1:44 PM
A few telling news pieces over the past week in autos. Some thoughts: 1) Ford nixed its project with Rivian.  I think we will only see more of this - traditional autos may shut down innovation efforts to focus on the core business when its on fire.
https://twitter.com/tashaark/status/1255553486433013761
2) Daimler increased credit reserves in anticipation of higher customer default rates. finance.yahoo.com/news/daimler-s… This is likely not a short term phenomenon- when autonomous taxis come, many people may no longer need personal cars. In that case, auto loans would only look worse.
3) NXP said that anecdotally some customers are buying cars for the first time to avoid mass transit over health concerns. seekingalpha.com/article/434064… After the crisis subsides we could see more of this and more ridehailing. I can think of only one car with bio-defense mode...
4/ But on a more serious note, short haul flights clock in at 55 cents per mile. An autonomous taxi could price profitably at 25 cents per mile. This spells longer term trouble for flights.
5/ This is the common theme - some of the health crisis impacts may seem short term, but are actually just the start of more permanent disruptions we will likely see from innovation.

Bradd Libby (@bradd_libby) 4/29/20, 1:51 PM
 My reading of this press release is Volvo is doing the opposite: they are nixing some core job positions to focus on electrification, autonomy and shared mobility models. It’ll be interesting to see what happens to Ford and Volvo as a result
media.volvocars.com/global/en-gb/m…
< Remember Volvo is a Chinese co and the Chinese govt wants electrification. I believe they will make the transition.
Ford on the other hand is looking at bankruptcy and then what? Maybe Rivian will end up buying Ford. :-)

John Beans (@john_beans) 4/29/20, 5:29 PM
GMs annual report was just grim.
They are being backed into a “trucks and financing” corner. Bad/backward progress in labor relations, China market, EV introductions. At least the slide is (relatively) slow.
So far.
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Sigmetnow

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Re: Electric cars
« Reply #1657 on: April 30, 2020, 08:32:58 PM »
Tesla’s pooling deal with Fiat-Chrysler is proving to be a killer combo in Europe
April 29, 2020
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New data from the International Council on Clean Transportation (ICCT) shows that the pooling deal between Tesla and Fiat-Chrysler Automobiles is proving to be a strong force, as the two companies recently made up for 39% of the total electric vehicles registered in Europe.

According to the ICCT, the FCA-Tesla duo made up for nearly 2 of every five electric vehicles sold in Europe during the first quarter of 2020. The next closest competitor was Volvo, which shared 22% of the market with their electric cars. BMW was third with 14%.

“This is the result of a strong uptake of Tesla battery-electric vehicle sales, with a tenfold increase in deliveries in markets such as the UK, while at the same time sales of the Fiat brand combustion engine vehicles were cut in half compared to the previous month,” an ICCT Fact Sheet said.
...
While other manufacturers like Volkswagen, Mercedes-Benz, and BMW continue to maintain high sales numbers through their lineup of petrol-powered sedans, the Tesla Model 3 has competed with these companies head-on. Figures from JATO Dynamics suggest that the Model 3 was the third most popular car, regardless of power source, in Europe in December 2019.
https://www.teslarati.com/tesla-fca-europe-q1-sales-results

No mention that any changes in the European emission rules are anticipated.
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Sigmetnow

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Re: Electric cars
« Reply #1658 on: May 02, 2020, 09:47:39 PM »
“In their French tolling data studies, Gustav Eiffel University found that 80 times per day on average, two trucks of the same fleet pass the same toll gate within a minute on one another: a promising figure supporting within-fleet platooning.”

U.S. States Are Allowing Automated Follower Truck Platooning While The Swedes May Lead In Europe
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  As a quick review: truck platooning refers to safe close following (drafting) to improve fuel economy (4% for leader, 10% for follower) via “connected braking” between trucks enabled by vehicle-to-vehicle communications (DSRC). Current commercial platooning systems are designed to operate only on multi-lane, divided, limited access highways because that’s where the large number of users are operating.

First generation truck platooning, which has been making steady progress for some time, is poised for commercial launch. For Peloton Technology’s PlatoonPro product, the lead driver drives normally, supported by best-in-class active safety systems. The follow driver steers, monitors the road, and responds as needed to other traffic (for instance, making lane changes to allow traffic to merge onto the highway), but has feet off the pedals. This is an SAE Level 1 system. Drivers make the final call about if and when to platoon, and both drivers must agree to platoon. Both drivers are responsible for the safe operation of their vehicles. While Peloton’s initial system supports two-truck platooning, others in the industry have discussed platoons of three or more trucks. So far this is just talk, no product announcements of this sort have been made by OEMs or startups.

In second generation “automated following” platooning systems, the follow truck operates at SAE Level 4 while the lead truck is driven normally. The follow truck Operational Design Domain is tightly defined, encompassing the lead truck and any activity in the inter-vehicle gap. The lead truck driver is supported by ADAS systems including Forward Collision Avoidance and Mitigation. Fuel savings combine with enhanced driver productivity in the lead truck and labor savings in the follower truck to greatly enhance return-on-investment.

Commercial System Development
Both the vehicle industry and startups have been active in platooning to date. OEMs Daimler, Volvo, MAN, and Scania have deployed on-road prototypes. …

Trucking in the U.S. and Europe: Different Worlds
Many on both sides of the Atlantic don't realize that speeds, lanes, operations, and fleet sizes differ markedly between Europe and the U.S.

During S4P event panel discussions, many agreed that in Sweden “fuel savings alone” is not enough justification for an initial platooning system, pointing to the need for automated following. Why do they say this? In Europe, trucks are speed limited to 80 kph (50 mph). In the U.S., for the vast majority of highway miles truckers can travel at the same speeds as cars. Aerodynamic drag on trucks goes up with speed, meaning trucks in the U.S. are typically running at higher speeds by 20% or more compared to European operations. This is key — the higher the speed, the greater the platooning fuel economy benefit. That’s not all: because trucks must travel in the rightmost lane in Europe (with temporary exceptions for passing), this limitation in maneuvering further limits fuel savings potential there. On safety, Europe is way ahead of the U.S. Automated Emergency Braking has been required on all new heavy trucks sold in Europe since 2015.

In the U.S. the top ten fleets by size together comprise about 160,000 trucks. The top two fleets, FedEx and UPS, together have over 50,000 trucks. In contrast, the European trucking industry is highly fragmented and most fleets are small. Girteka Logistics, one of Europe’s largest trucking companies, has only 7,000 trucks. With smaller fleets in Europe, it’s more difficult to envision platooning until equipped trucks are ubiquitous.

Coming Soon
Any day now, the USDOT Federal Highway Administration is expected to announce one or more teams selected to conduct a Field Operational Test of first generation truck platooning as part of their Platooning Early Deployment Assessment project. Extensive data will be collected to assess impacts on safety, traffic flow, fleet operations, drivers, and infrastructure, among other factors.  Trucks are likely to be on the roads sometime next year.

The EU-wide version of S4P for inter-brand platooning is the ENSEMBLE project, which has been running since 2018 and finishes next year. ENSEMBLE is planning a multi-truck platooning demo this fall to show inter-operability across seven truck brands. Close cooperation between S4P and ENSEMBLE will ensure results go forward into the larger European telecommunications domain, where there is significant momentum to set an inter-vehicle data protocol standard for platooning, at least at the EU level. It’s not clear however if or when providers would be required to adhere to the standard.

Outlook
What can be concluded from this multiverse of activity? Clearly, platooning development is happening in many forms in many places. Fuel economy improvements are a definitive benefit in the U.S. and countries with similar trucking operations, like Australia. For the longer term the key motivator is the driver shortage, but road capacity, safety improvements, and vehicle efficiency are in play as well.

The European public and EU Member States place a premium on sustainability. Platooning contributes strongly here by reducing energy use and emissions. Even in a zero emission future with electric trucks, platooning still helps by extending range: less wind resistance means longer battery life. …
https://www.forbes.com/sites/richardbishop1/2020/05/02/us-states-are-allowing-automated-follower-truck-platooning-while-the-swedes-may-lead-in-europe/
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Re: Electric cars
« Reply #1659 on: May 05, 2020, 06:05:17 AM »
Electric Cars Remain a Priority As China Recovers From Outbreak
https://www.cnbc.com/2020/05/04/electric-cars-take-the-spotlight-in-chinas-post-coronavirus-stimulus-plans.html

China announced policies designed to help new energy vehicles after the virus outbreak showed signs of being under control. New energy vehicle subsidies and tax policies that were due to expire in 2020 have been extended to 2022.

Experts said that China’s support of the new energy vehicle market is a long-term strategy for Beijing.

From January to March, the production of new energy vehicles fell more than 60% annually and sales dropped more than 56% as China battled the virus.
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Sigmetnow

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Re: Electric cars
« Reply #1660 on: May 05, 2020, 08:33:57 PM »
Climate in German auto sector slumps ahead of crunch Merkel meeting
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BERLIN (Reuters) - The business climate in Germany’s auto sector suffered its biggest slump and hit its lowest level in April since 1991, when the Ifo economic institute began collecting data post-reunification, a survey showed on Monday.

The news came ahead of a conference call that Chancellor Angela Merkel will hold with representatives of the German auto industry on Tuesday to discuss the impact of the coronavirus pandemic on production and sales.

Ahead of Tuesday’s meeting with Merkel, Volkswagen and Daimler have urged the government to help boost demand for cars.
The pandemic hammered first-quarter profits and forced both carmakers to drop their outlooks for the year.

Volkswagen restarted production at its Wolfsburg factory in Germany last week, the latest of a fleet of European carmakers to take advantage of eased coronavirus lockdown rules to resume manufacturing. …
https://www.reuters.com/article/us-health-coronavirus-germany-autos-idUSKBN22G0VP

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Fiat Chrysler plunges to loss, to reopen U.S. plants on May 18
Quote
MILAN (Reuters) - Fiat Chrysler Automobiles (FCA) plunged to a first-quarter loss of $1.8 billion and warned of a “significant” loss this quarter, even as it prepares to reopen its most profitable North American truck plants on May 18 as coronavirus lockdowns ease.

The Italian-American company, which has struck a binding merger deal with France’s PSA Group (PEUP.PA) to create the world’s fourth largest carmaker, said on Tuesday that work on the tie-up was “progressing incredibly well.”

On a conference call, Chief Executive Michael Manley said “the terms of the deal have not changed” and FCA (FCHA.MI) (FCAU.N) remained “committed to completing the transaction by the end of this year or early 2021.”

FCA has begun reopening plants in China and Europe, and said most of its North American ones were expected to reopen on May 18.

In the United States, UAW president Rory Gamble responded to the planned restart by saying automakers must “implement and follow the guidelines” for worker safety that the union had worked out with them. The union had objected to automakers’ original plans to reopen in early May. …
https://www.reuters.com/article/us-fca-results/fiat-chrysler-plunges-to-loss-to-reopen-u-s-plants-on-may-18-idUSKBN22H1CL

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He trots out all the typical anti-EV arguments: too expensive, not practical, money-losing, and no demand.
New Honda Canada CEO dismisses electric vehicles as a ‘political agenda’
https://electrek.co/2020/04/30/new-honda-canada-ceo-dismisses-electric-vehicles-as-a-political-agenda/

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BYD Enters European EV Car Market Starting With Tang SUV in Norway
Quote
BYD announced today that soon it will enter the European electric car market. At first, for kind of a trial, BYD will launch its all-electric Tang SUV (the second-generation from 2019) in Norway in 2020.

The prices are not yet known, but they might be very competitive. The base version in China starts at 259,900 juan (after subsidies), which is €33,754/€36,800.

With 82.8 kWh, the Tang 600 can go up to 520 km (323 miles) NEDC or probably up to 400 km (250 miles) in the real world. We assume that the all-wheel-drive version 600D will also be available. … All-electric commercial vehicles, including vans, distribution trucks and yard tractors will follow. …
https://insideevs.com/news/419889/byd-enters-european-ev-car-market-norway/amp/

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Volkswagen planning to launch a new brand focused on EV's priced less than €20,000
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As Volkswagen plans to be making a million EV's a year by 2023 and to do this it will need to bring the price down to attract a wider audience. The world is going electric and at the moment most of these electric are high range and high cost, however to attract ICE buyers, cheaper city cars will be needed and this is exactly where Volkswagen group is looking.

In line with BMW using Mini as their cheap electric city car, the VW group is looking to launch a new brand which will focus on small and inexpensive city cars whose prices are all sub €20,000. To achieve this it is taking the already established MEB EV platform it is using for Audi, Volkswagen, Seat and Skoda. They are planning to highly modify the platform and shorten it to about 13 feet in length.

Today Automotive News spoke on the subject and reports that "Adapting the architecture for small city cars in a cost-efficient way is proving to be challenging because of the need to strip out a third of the costs compared with the ID.3." They also spoke to sources about the other issue with smaller cars which is safety, "Engineers have looked at everything from smaller electric motors to different battery module configurations to give the small EVs the high standard of crash protection that will be expected by customers." …
https://drivetribe.com/p/volkswagen-planning-to-launch-a-e2aFDozMQZ6_v6FZeZTZLQ

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Utilities should charge electric delivery trucks as a new rate class, take other cost-cutting steps: Amazon-led alliance
Ceres report predicts upfront costs of many EVs below those of internal combustion engine vehicles by 2030

May 5, 2020
Quote
Delivery giants Amazon.com, DHL and others are urging utilities, regulators and policy-makers to make the private sector’s transition to electric-vehicle fleets faster, easier and more affordable.

A report issued Tuesday from their Corporate Electric Vehicle Alliance argues that EV technologies are producing lower costs, greater range and faster charging, but inconsistencies remain that are slowing the conversion promoted by Amazon and other companies, many with significant renewable-energy pledges in recent months.

Among them, Amazon has said it is working toward using 100% renewable energy by 2030, including through an order of 100,000 electric delivery vans from a Midwest company, Rivian, which the online retailer took a $440 million stake in.

“Amazon’s order of 100,000 new electric delivery vehicles from Rivian, the largest order ever of electric delivery vehicles, will have a significant impact in reducing our carbon footprint and help us on our path to net-zero [emissions] by 2040,” said Ross Rachey, director, Global Fleet & Products, Amazon Logistics, in a release as part of the EV report.
https://www.marketwatch.com/story/utilities-should-charge-electric-delivery-trucks-as-a-new-rate-class-take-other-cost-cutting-steps-amazon-led-alliance-2020-05-05
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Sigmetnow

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Re: Electric cars
« Reply #1661 on: May 05, 2020, 09:57:47 PM »
Diesel cars decline on UK roads but diesel-pickup sales jump in the US
Quote
It appears that the UK hit peak diesel last year and is not looking back. The RAC Foundation reported that there were 12.4 million diesel cars on UK roads in 2018, but that number fell to below 12.3 million last year. Meanwhile, in Q1 2020, the Diesel Technology Forum (DTM) said there was a rise in diesel sales this year, mostly among pickup trucks. …
https://electrek.co/2020/05/04/diesel-cars-decline-on-uk-roads-but-diesel-pickup-sales-jump-in-the-us/

—-
London firms partner to convert 1,000 storage units to EV charging hubs
May 4, 2020
Quote
The plight of urban dwellers who have no assigned parking spaces is emerging as the next big roadblock to faster EV adoption. In London, an estimated 78% of households have no private parking spaces, and Mayor Sadiq Khan has set a target of deploying 50,000 charging points in the city by 2025.

With encouragement from local government, companies are coming up with creative ways to get large numbers of charging points into service quickly—for example, a startup called char.gy is installing chargers in lamp posts.

The latest outside-the-box idea comes from a couple of companies that want to unlock the potential of what the Brits call “lock-up garages” (we Yanks tend to call them “self-storage units” or “mini-warehouses”) by turning them into local charging hubs.

InfraTech Property Solutions (IPS) manages hundreds of lock-up sites around London. SSE Enterprise provides various energy and communication solutions, including EVSE. The two firms have formed a partnership to build smart charging sites called Digital Community Hubs (DCHs), which will combine rapid charging with 5G and Edge computing technology. According to the companies, a typical DCH will consist of 10-20 fast charging bays, with solar panels, battery storage and coffee service for waiting drivers. IPS will provide the real estate, and SSE Enterprise will design and operate the EV charging infrastructure.
https://chargedevs.com/newswire/london-firms-partner-to-convert-1000-storage-units-to-ev-charging-hubs/
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Neven

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Re: Electric cars
« Reply #1662 on: May 07, 2020, 02:11:39 PM »
Interesting Sono Motors blog entry on the integration of solar cells in the Sion exterior. This sounds very promising:

Quote
The more the battery is charged with solar power, the more efficient is the overall system. That is why the Sion always charges, standing or driving, and even in diffuse light. The MPPT Central Unit is wired in such a way that the solar power can be directly used for the engine and auxiliary units. The solar cells, therefore, support the Sion's propulsion directly with energy from the sun.
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blumenkraft

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Re: Electric cars
« Reply #1663 on: May 07, 2020, 02:25:26 PM »
The Sion is such an amazing car. I really hope they succeed.

Solar cars are the future!

I wonder if Elon got the memo.
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Sigmetnow

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Re: Electric cars
« Reply #1664 on: May 08, 2020, 08:20:57 PM »
Norway’s April EV Market Share Jumps To 70%, Strongest Growth In 2 Years
May 5th, 2020
Quote
April saw clean transport pioneer Norway’s market share of plug-in electric vehicles jump to 70%, sharply up from 50% a year ago. This is the biggest year-on-year climb that we have seen in two years. Popular plug-in models in April included the Audi e-tron, VW e-Golf, and Nissan LEAF. The overall auto market saw a 34% drop in volume.
...
Tesla did not make shipment of the popular Model 3 from California to Norway in April.
https://cleantechnica.com/2020/05/05/norways-april-ev-market-share-jumps-to-70-strongest-growth-in-2-years/amp/
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Sigmetnow

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Re: Electric cars
« Reply #1665 on: May 09, 2020, 09:31:13 PM »
It’s easier to disinfect a car than a driver or passengers.

This pandemic shows demand for autonomous vehicles could be larger than expected - Axios
Quote
Self-driving cars are the kind of speculative, cash-gobbling experiment that typically gets axed at a time like this. But if anything, this pandemic has shown the demand for autonomous vehicles could be larger than expected.

Why it matters: People are re-examining their personal transportation options to maximize social distancing while discovering they can get almost anything they need delivered quickly to their home — two trends that could radically change the future of transportation.

1. People might shun public transportation, but they still need to get around.
   •   More than 20% of respondents who regularly use buses, subways and trains said they would stop doing so, and 28% said they would use them less often, according to an IBM study of consumer behavior.
   •   Not everyone has that option. People who don't own a car or can't walk to a grocery store "are taking some personal risk getting on a bus or a subway," says Waymo CEO John Krafcik.
   •   Waymo's self-driving minivans, which will resume testing Monday in Phoenix, could offer an alternative, he says.

2. Widespread use of personal cars isn't practical in cities.
   •   17% of people surveyed said they plan to use ride-sharing less often, and 1 in 4 said they plan to use their personal vehicle exclusively from now on, IBM's study found.
   •   "Mobility cannot be satisfied with owning a car, especially in urban areas," says Mobileye's Shashua.
   •   For city dwellers, that means shared AV fleets will likely be part of the solution.

3. Building trust in shared AVs requires a new dimension in safety: hygiene.
   •   Consumers want to know their self-driving car won't crash, or give them a potentially deadly virus.
   •   Look for companies to employ innovations like UV lights to regularly disinfect vehicles and to promote cleanliness as a way to help passengers feel safe, writes Reilly Brennan, a partner at Trucks Venture Capital, in a recent blog post.

4. Autonomous delivery is ready to take off.
   •   A 30% surge in e-commerce since early March, plus the growing popularity of "contactless" delivery for everything from groceries and pizza to new vehicles underscores the potential for robot delivery services.
   •   Some companies are already dabbling in autonomous delivery during the pandemic. In San Francisco, some Cruise test vehicles are making deliveries for food pantries; in Las Vegas, Aptiv's test vehicles are delivering meals for Lyft.
The bottom line: Creating a self-driving service involves more than building a safe vehicle. It has to deliver value to consumers. The pandemic might be a catalyst for adoption.
https://www.axios.com/self-driving-cars-after-coronavirus-698803d9-94e5-4b8b-8bd0-c4b4a9b250c3.html


—-
Built to be installed on a van or trailer. Handy for providing charges at remote events — whenever such events are permitted again.
New Lightning Mobile charger provides roadside DC fast charging for fleet vehicles
Quote
“Every fleet with electric commercial vehicles will benefit from mobile fast charging,” said Lightning Systems CEO Tim Reeser. “Uptime is the name of the game for fleets. While operators will schedule vehicle duties to include depot-based charging, there’s always the chance that a vehicle will need a top-up at another location or en route. There is also often the need for DC fast charging at locations or times that may not already be permitted for fast chargers or where demand rates would prohibit fast charging direct from the grid. Lightning Mobile fulfills all these needs.”
https://chargedevs.com/newswire/new-lightning-mobile-charger-provides-roadside-dc-fast-charging-for-fleet-vehicles/
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oren

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Re: Electric cars
« Reply #1666 on: May 10, 2020, 08:27:11 AM »
Quote
More than 20% of respondents who regularly use buses, subways and trains said they would stop doing so, and 28% said they would use them less often, according to an IBM study of consumer behavior.
I hope this will not be the outcome of the pandemic. When the virus is under control public transport should be brought back to normal, though hopefully many more people will work from home and traffic loads should be reduced.
Regarding driverless cars, certainly a taxi with no driver would have been quite popular nowadays while taxis were nearly grounded, another nail in the coffin of this difficult job that many people find themselves stuck in after their previous career has gone bust, or to make ends meet.

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Re: Electric cars
« Reply #1667 on: May 10, 2020, 04:55:06 PM »
We are already socially distanced from nature.
We are now to be socially distanced from each other - perhaps for a long time.

Our streets will be full of autonomous hardware & software while we sit in a room with some holograms to give us an enhanced illusion of space.

And the driverless car or drone will say "have a nice day" as it dumps the next box of goodies at our door.

Yuk.



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NeilT

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Re: Electric cars
« Reply #1668 on: May 10, 2020, 09:52:24 PM »
As the repercussions of this catastrophe roll on public transport will be in minimal mode for a long time.  Potentially until there is a vaccene.  Meaning many private firms are likely to go under without significant government support.

At the same time any people who are moving to home working are less likely to use public transport and more likely to use their own transport.

When you have invested in season tickets for public transport for travel to work, you are naturally more likely to use it for many other things as it is a "free" trip as such.  As soon as the season ticket goes away, the price of ad hoc public transport use rises dramatically, pushing people into their own vehicles.

The outcome of this pandemic is going to keep research grants alive for decades as they map out the ramifications.

Governments who pass laws forcing companies to offer work from home may damage public transport infrastructure even more.

As this plays out, I will keep that in mind.
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Sigmetnow

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Re: Electric cars
« Reply #1669 on: May 14, 2020, 09:43:25 PM »
Quote
Elon Musk (@elonmusk) 5/14/20, 3:06 PM
Tesla Supercharger usage by region
https://twitter.com/elonmusk/status/1261009993588862976

Besides the lockdown effects, it’s easy to see the spikes in North American usage last Nov and Dec for traditional US Thanksgiving and Christmas travel.
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Ken Feldman

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Re: Electric cars
« Reply #1670 on: May 20, 2020, 12:46:01 AM »
While oil prices are low now, many marginal, expensive, oil producers like the Canadian tar sands, US shale frackers and Brazilian deep offshore fields are being shut down.  When demand returns, oil will be expensive because many of these fields will have been damaged by the shutdown.  This will accelerate the transition to electric vehicles.

https://www.reuters.com/article/us-data-esg-autos/past-its-peak-battered-oil-demand-faces-threat-from-electric-vehicles-idUSKBN22V1HY

Quote
May 19, 2020
Past its peak? Battered oil demand faces threat from electric vehicles
Matthew Green, Simon Jessop

LONDON (Reuters) - Oil companies may be facing uncertainty as the coronavirus pandemic triggers a collapse in demand for their products, but auto makers are betting the crisis will help accelerate an electric future.

Quote
Looking ahead, cuts in capital spending forced upon energy companies as their revenues crumble could tighten supply enough to cause a spike in oil prices, making electric vehicles more attractive just as automakers ramp up production, analysts say.

“We think this will lead to a tipping point, accelerating the switch to electric vehicles in many more countries around 2023-24,”
Per Magnus Nysveen, senior partner at Rystad Energy, a consultancy in Oslo, told Reuters.

Quote
“All the growth in transportation is being eaten by electricity,” said Harry Benham, chairman of Ember-Climate, a British energy transition think-tank. “Oil and gas companies have got no ability to defeat electricity as a transport fuel.”

PEAK OIL DEMAND?

With fuel for road transport accounting for about half of all oil demand, the possibility of a faster-than-expected switch to EVs in the wake of the pandemic is one of the main reasons some forecasts for a peak have been brought forward.

Quote
Though as yet a minority view, some believe the pandemic is reshaping patterns of work, aviation and commuting so profoundly that oil demand might never return to 2019 levels - a potential boost to hopes of avoiding the worst impacts of climate change.

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Re: Electric cars
« Reply #1671 on: May 20, 2020, 11:14:30 AM »
So peak oil demand will lead to a spike in prices that will help grow EVs and bring about peak oil demand. Logical.
One must face realities. Should there be a spike in oil prices, investments will come roaring back. Oil's demise will not come from a lack of supply. And EV growth could slow because of low oil prices, though I hope not.

Sigmetnow

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Re: Electric cars
« Reply #1672 on: May 20, 2020, 02:57:32 PM »
The European Commission is set to promote a shift to electric vehicles as part of greening the economic recovery plan.

“Massive support for the automotive industry will put significant debt on future generations. That support must respect our youth’s expectations on climate change and for a healthier and cleaner future.”
Quote
Christophe Barraud (@C_Barraud) 5/19/20, 11:08 AM
 *ELECTRIC CARS SET TO GET BOOST IN EUROPE’S GREEN RECOVERY PLAN - BBG
*#EU CONSIDERS VAT EXEMPTION FOR ZERO-EMISSION CARS
https://twitter.com/c_barraud/status/1262761982983204864

< The last line. VAT ( sales tax) is between 18 and 25% within the EU. In ireland it’s 23%, and we have VRT of 14% on TOP of 10% import tax so your average EV coming from outside EU, costs up to 40% more than the US. This is HUGE.
<< Hoping for something to the cybertruck. Pickups has 20-22% import tax in EU, plus then 25% VAT here in Sweden. That could lead to a really high price. Add strengthening of the dollar in last years.
< If it’s made in GigaBerlin then it’ll have no taxes... if this goes ahead. Mind *blown*
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Sigmetnow

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Re: Electric cars
« Reply #1673 on: May 20, 2020, 03:25:38 PM »
Negative equity on trade-ins jumps to record, Edmunds says
Quote
Consumers are upside down on trade-ins like never before, Edmunds said. A record percentage of trade-ins last month were worth less than what was owed, the company said in a statement, and the gap was the widest it's ever been.

The data shows that 44 percent of new-vehicle sales with a trade-in had negative equity in April, up from 33 percent in April 2019. The average amount owed on upside-down loans also hit a record high of $5,571 in April, compared with $5,036 a year earlier, according to the statement.

The recent drop in used-vehicle values has tipped the scale for many consumers, said Ivan Drury, Edmunds senior manager of insights.
"People who were at breakeven or slightly positive could now be staring at negative equity unknowingly," he told Automotive News in an email.

Consumers who purchase a car now, though, could potentially save thousands of dollars over the life of their loan because of generous discounts from automakers and lower interest rates.

The average interest rate for loans involving trade-ins with a carried-over balance dropped to 4.7 percent in April from 7.3 percent a year earlier. …
  (paywall) https://www.autonews.com/finance-insurance/negative-equity-trade-ins-jumps-record-edmunds-says

Quote
Tesla New York (@TeslaNY) 5/19/20, 3:57 PM
“The finance arms of U.S. automakers including General Motors & Ford Motor may face multi-billion-dollar losses linked to the dramatic drop in used-vehicle prices, JPMorgan Chase & Co. analysts have said.” bloomberg.com/news/articles/… $TSLA
https://twitter.com/teslany/status/1262834693642375168

Ford debt downgraded to junk.  Fed agrees to buy junk.
Quote
ValueAnalyst (@ValueAnalyst1) 5/19/20, 2:48 PM
Coincidence? @Ford
https://twitter.com/valueanalyst1/status/1262817512841981954

Oversimplification, but an interesting perspective:
Quote
ValueAnalyst (@ValueAnalyst1) 5/13/20, 12:30 PM
Imagine Tesla’s total debt was 10x of its market cap or $1.5 TRILLION.
That’s @Ford today.
$TSLA #TeslaKillerCemetery $F
https://twitter.com/valueanalyst1/status/1260608297742282753
- When $F collapses in six months, demand for #Cybertruck will multiply

——-
The Ax Is About to Fall on Nissan
Quote
The automaker was in trouble before the pandemic. Now it faces $2.8 billion in steep cuts to survive. ...

GM Wants To Be At 'Total Production' By Mid-June
On Monday, the rest of the North American auto industry will slowly begin production again. Supplier companies already got started this week. And while Ford and Fiat Chrysler haven't made similar commitments, GM executives think plants will be back to their pre-pandemic operating levels by June 15.
https://www.thedrive.com/news/33442/the-ax-is-about-to-fall-on-nissan


——-
Huge, beautiful; 600-mile range — and would have cost $182,000 to make.
Dyson unveils its $500 million electric car that was cancelled
https://electrek.co/2020/05/18/dyson-cancelled-electric-car/
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Sigmetnow

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Re: Electric cars
« Reply #1674 on: May 21, 2020, 09:49:22 PM »
Quote
Automotive News (@Automotive_News)5/20/20, 7:07 PM
Ford briefly halts output at 2 factories after workers test positive dlvr.it/RX3BbN 
https://twitter.com/automotive_news/status/1263244874255495169


—- Compared to OEMs...
Quote
James Stephenson (@ICannot_Enough) 5/20/20, 5:29 PM
Tesla's U.S. sales were really strong last quarter.
#FindTheTeslaBubble
https://twitter.com/icannot_enough/status/1263220358854950915
Bubble chart below.
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Sigmetnow

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Re: Electric cars
« Reply #1675 on: May 21, 2020, 10:08:04 PM »
First Lexus EV comes with 1 million-km warranty for its air-cooled battery
Quote
…the crossover’s air-cooled 54.3-kilowatt-hour battery will come with a 10-year, 1 million-kilometer (621,000-mile) warranty. The Lexus UX300e joins the Nissan Leaf as one of the few EVs with air-cooled batteries, which are considered not as robust.

Nissan uses a passive system, while Lexus’s approach is active, essentially extending the cabin AC and heating system to the battery pack.

The electric UX has a range rating of 400 km (248 miles) on the NEDC cycle. The charging capacity is 6.6 kW for AC, with a 50 kW capacity for a DC quick charger.

The Lexus UX300e sells for the equivalent of about $54,000 in China. In Europe, the price is expected to start at about $45,000. The all-electric Lexus will be introduced in Japan in 2021.
https://electrek.co/2020/05/08/first-lexus-ev-comes-with-1-million-km-warranty-for-its-air-cooled-battery/

——
Lucid unveils its fleet of ‘beta’ Air prototype electric cars
Quote
In April, Lucid aimed to unveil the production version of the Lucid Air at the New York Auto show, but it was canceled due to the coronavirus pandemic. The company plans to still unveil the production version later this year and bring it to the market by the end of the year.

He said that the Lucid Air is going to be equipped with a more than 900V system, will have up to 400 miles of real-world range, and more. The first version of the car, which might be called Dream Edition based on the new teaser, is expected to cost over $100,000 and have up to 1,000hp.

The preparations for the start of production have shown progress in Arizona with the site starting to look like a factory, but it is still unclear if Lucid can still bring the Air to production on its 2020 timeline.
https://electrek.co/2020/05/11/lucid-fleet-of-beta-air-prototype-electric-cars/

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2021 Ford Mustang Mach-E electric SUV cues a shift to over-the-air updates
Quote
When it arrives late this year, the 2021 Ford Mustang Mach-E electric SUV will be one of the first mass-produced vehicles on the market to offer over-the-air (OTA) firmware updates from the start.

The first mass-produced vehicle not from Tesla, that is. …
https://www.greencarreports.com/news/1128123_2021-ford-mustang-mach-e-electric-suv-cues-a-shift-to-over-the-air-updates

“Some [OTA updates] will be completed almost instantly, while others will take about two minutes.”
Two minutes?  Either these are extremely minor updates, or customers are leaving themselves open for unexpected problems.  After major OTA updates, Teslas remain non-operational for 45 minutes or so while the computer checks all the car’s systems, including HVAC, fans, lights, horn, etc.
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Ken Feldman

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Re: Electric cars
« Reply #1676 on: May 22, 2020, 01:18:22 AM »
Yet another article on EVs accelerating peak oil demand.

https://oilprice.com/Energy/Energy-General/The-EV-Boom-Could-Accelerate-Peak-Oil-Demand.html

Quote
The EV Boom Could Accelerate Peak Oil Demand
By Tsvetana Paraskova - May 21, 2020

The COVID-19 pandemic has dramatically changed the short-term outlook for global vehicle manufacturing industry and sales, including sales of electric vehicles (EVs).

But policy actions to support decarbonization and lower-emission transportation in the post-virus world could accelerate the energy transition and displace larger volumes of oil demand for road transport to the point of bringing peak oil demand closer than previously anticipated.

Quote
Despite the high uncertainty regarding the current state of the car market, all auto manufacturers are sticking to their EV plans and ambitions to boost the offerings of EVs significantly in the coming decade.

Quote
While all car sales are set to drop this year, EV sales will fall by a lower percentage than conventional car sales, according to the new Long-Term Electric Vehicle Outlook published by research company BloombergNEF (BNEF) this week.

Quote
Nevertheless, long-term EV sales prospects are still bright. EV sales are set to increase from 1.7 million in 2020 to 8.5 million in 2025 and 54 million in 2040, BNEF said. The share of EVs of global new car sales is set to jump to 58 percent in 2040 from just 2.7 percent in 2020.

The key drivers of wider EV adoption will be continuously falling battery pack prices, compelling new EV models, and policy pressure for decarbonization in many countries, according to BNEF.

rboyd

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Re: Electric cars
« Reply #1677 on: May 22, 2020, 02:03:44 AM »
New electric cars 2020: What’s coming and when?
Every debut and new model due to arrive over the next twelve months, all in one place


A large number of EV models coming to Europe in the next 12 months.

https://www.autocar.co.uk/car-news/new-cars/new-electric-cars-2020-2021

GrauerMausling

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Re: Electric cars
« Reply #1678 on: May 22, 2020, 11:30:48 AM »


“Some [OTA updates] will be completed almost instantly, while others will take about two minutes.”
Two minutes?  Either these are extremely minor updates, or customers are leaving themselves open for unexpected problems.  After major OTA updates, Teslas remain non-operational for 45 minutes or so while the computer checks all the car’s systems, including HVAC, fans, lights, horn, etc.

Why should that be a problem? Tesla is taking a VERY relaxed approach to updates. It seems that they decided that the customers don't mind if the car needs an update and cannot be used for 20 - 40 minutes. And I think this is actually true. However all other OEMs don't have this relaxed attitude and would like to avoid that that the car is not usable 'at all costs' - this is literally the case as most OEMs use larger memories on the micro controller to get faster OTA times. They actually double the memory on the micro to download the new code into the spare memory and than they can switch to the new application in an instance.

Also there could be a difference with the update policy as such. Tesla releases a complete package which includes the code for the different controller. Other OEMs might use a more sequential approach. This could means that there will be just an update for the ABS system while everything else stays the same. An I don't see a problem with this approach as such.

And when reading the Tesla forums, there are enough bugs in the Tesla software which re-appear with updates....


With the programming speed of the micro controller memory in the range of Mbytes/s two minutes can download a huge application into the micro controller. Usually the applications are a lot smaller.

So from my point of view - and I'm working in this field - the Tesla approach with the updates and that those take 20 - 40 minutes is NOT based on any technical requirement, but is more based on the fact that they wanted to safe money on the required memory sizes. But don't get me wrong, I think this is a good decision, as I don't mind an update now and then during the night!


Sigmetnow

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Re: Electric cars
« Reply #1679 on: May 24, 2020, 04:05:50 AM »
New electric cars 2020: What’s coming and when?
Every debut and new model due to arrive over the next twelve months, all in one place


A large number of EV models coming to Europe in the next 12 months.

https://www.autocar.co.uk/car-news/new-cars/new-electric-cars-2020-2021

This is quite an extensive list, but the details are outdated.  For example, it says the Tesla Model Y isn’t due in the U.S. until Autumn 2020, but they are actually being delivered now.
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