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Home / Business / What has changed in the EV industry in September and October?

What has changed in the EV industry in September and October?



29th November 2018 by Zachary Shahan


It's been a while since I posted an article "What Changed In The EV Industry …?" Written three months after the end of the month of November.

Below is a summary of the remarkable electric vehicle news from September and October.


September

Tesla Stuff

The Tesla Model 3 became the fifth-best-selling car in the United States and then the fourth-best-selling car.

Due to a high average selling price, this meant that the Model 3 was also the highest-grossing car in the US after a month since August.

Tesla also began to sell all other luxury car manufacturers in the US and devoured market share in key categories.

The Model S outperformed (by a large margin) its major competitors for luxury cars in the US States. Overall, Tesla broke all previous sales records for electric vehicles in Q3 2018 with 83,500 euros.

Tesla increased its capital stock for the Gigafactory in Shanghai to 681 million US dollars.

Tesla brought the Model 3 to the Paris Motor Show.

We found that a UBS report on Tesla Model 3 costs had been wildly pessimistic and based on illogical assumptions. We also highlighted that UBS has long had unreasonable pessimism about Tesla.

Tesla announced to have its own body shops.

Tesla brought 3 new Grohmann machines online to reach a production rate of 8,000 battery packs per week. Based on statements from Panasonic that Tesla and Tesla have increased battery production.

One year of revenue from Tesla's Big Battery in Australia generated enough revenue to cover about one third of the battery's cost.

Tesla Shuttle expanded to Florida with new routes in southwest Florida (Tampa, St. Petersburg, etc.). A few weeks later, it spread to the northeastern United States.

At the end of a lengthy interview with Joe Rogan's podcast, Elon Musk said, "Love is the answer." Indeed, that's it.

We've started our weekly #Pravduh About #Tesla report, with amazing 155 negative Tesla headlines 26 positive Tesla headlines in the opening week. In September, 563 negative Tesla headlines and only 122 positive Tesla headlines were published among the top 22 media companies we track.

The SEC filed a lawsuit against Elon Musk and Tesla. After a few days, they settled down, including Elon Musk, who stepped down from the position of chairman, but remained in the role of CEO. (Before the news broke, I explained why exactly competitors Elon Musk would like to sell from Tesla.)

Bob Lutz predicted that Tesla would die within two years. Of course, he's been predicting the death of Tesla for years.

Electric Vehicles

The electric Vespa production finally began.

Mercedes introduced its all-electric EQC SUV – supposedly 450 km range. 19659005] The Audi e-tron SUV made it across the Atlantic to the US and also for the long-awaited model.

Byton presented the K-Byte at the North American Pebble Beach Concours d'Elegance

The production of Hyundai Kona Electric was reportedly facing delays – production hell – due to low battery supply.

Volvo Cars and Baidu have teamed up to produce fully electric and autonomous cars.

Volkswagen The CEO said to the VW managers (in other words): " Hey, you have to start with electric driving ."

Volkswagen also announced its intention to set up 10 million vehicles to produce its MEB platform, and the badge will come with 3 different battery sizes and launch at a price of under $ 30,000.

Volkswagen also announced plans for 16 new electric vehicle assembly lines, one of which is planned for North America.

Groupe PSA announced 15 new models would be electrified.

The first Blue Bird Electric School Bus was delivered in North America.

Lightning Systems introduced an all-electric E-450 cutaway and shuttle bus.

The brewery Ambev in Brazil ordered 1,600 electric VW trucks.

BYD slipped slightly in autonomous vehicles with the special edition Qin Pro.

Mercedes-Benz Vans introduced the autonomous URBANETIC Flexible Mobility Concept.

MAN introduced a 26-ton TGM-based electric truck. It also featured other electric vehicles at the IAA Commercial Vehicles 2018.

The 2019 BMW i3 specifications were shown, displaying 153 miles range for the updated model.

Chrysler announced that the portal's electric minivan will do so in 2020.

New Flyer benefited from Canada's largest order for electric buses in history and received an order for the delivery of 40 electric buses to Montréal & Laval ,

Henrik Fisker discussed the plans for a 40,000-euro EV with extremely long range and super-fast charge. The company also plans to launch a fully autonomous shuttle service in the US in 2019.

China set a new sales record for electric cars in August (reported in September) and set a higher sales record in September.

Norway also set a new world record, reaching a 45-48% market share for electric cars in September. Plug-in cars accounted for a record 60% of new car sales.

EV Charging

Nissan & EVGo Launched I-95 (IC95) Fast Charger Linking Boston and DC with Fast Charging Stations

GM & Delta Americas announced that they are working on extremely fast EV Loading Technologies Work – 180 Miles in 10 Minutes.

Kraftwerke & Jedlix Involved in Intelligent EV Charging Pilot Focusing on Demand-Response Solutions to Form a Virtual Power Plant

CHAdeMO and Chinese officials are working to create an ultra-fast CHAdeMO charging standard.

ChargePoint announced that 2.5 million charging stations for electric vehicles will be operational in the next 7 years.

Lucid Motors chose Electrify America as its charge network provider.

Audi, Amazon, Electrify America and Arcadia Power have teamed up to make a charging collision for electric vehicles.

Batteries

LG Chem increased the 2020 production target for batteries by 70% from 70 GWh to 90 GWh.

EV Volumes showed how the chemistry of EV batteries has changed in recent years.

Other EV Stuff

 Cruise Automation

Honda invested $ 2.75 billion in Cruise Automation. 19659005] Kreisel Electric introduced an automated 2-speed gearbox for electric cars.

NIO, an EV startup from China, had an initial public offering (IPO).

Saudi Arabia invested $ 1 billion in California EV startup Lucid Motors.

Proterra completed a $ 155 million financing round led by Daimler and Tao Capital.

May Mobility, a Michigan-based, autonomous low-speed shuttle service operator, added two new routes in Columbus and Grand Rapids, Michigan. 19659005] The Congress introduced a 10-year extension of the US EV tax credit. It will not work, but maybe there will be some kind of expansion or improvement.


October

Of course, the biggest EV message in October is that we've released our new EV driver's report electric car driver: Demands, Desires and Dreams . All other EV messages fade in comparison.

Tesla

The Tesla Model 3 was rated the safest vehicle ever tested by the NHTSA – (19459018). The Model S was # 2 and Model X # 3.

Tesla introduced the Model Range 3 Mid Range.

Tesla released version 9.0 of its in-car software. (Paul Fosse also published his own impressions of the update.)

Perhaps the most notable part of the software update was the addition of the "full 360-degree view" for autopilot.

Shortly thereafter, Tesla Drive on introduced navigation for people with extended autopilot.

Tesla massively expanded its referral program.

Tesla Model 3 engine & transmission survived 1 million kilometers.

Tesla opened his parts catalog and vehicle diagrams for the public.

It was reported that Tesla accelerated its Shanghai Gigafactory due to Trump's trade war with China. The company also accelerated the cessation of construction jobs in the factory and acquired ~ 1300 hectares of land for its Gigafactory 3 in the Shanghai Industrial Zone.

It has also been announced that the Shanghai Gigafactory will produce the Model 3 and Model Y should begin.

The city of Taipei, Taiwan and Tesla have teamed up to "build a new 1.5-hectare hub that helps local start-ups gain a foothold and train for new energy companies in the city." [19659004] The Tesla Effect "began to hit CNBC Airwaves.

A large Tesla short seller who has been trading for several years became a Tesla-Long-Tecla … citing 4 CleanTechnica Tesla sales charts. The surprise move on Monday saw a rise in Tesla shares of $ 1.11 billion.

Third-quarter sales of Tesla globally impacted sales of Jaguar and Porsche and sales of Tesla Model S impacted US competition. Related: 18 Evil Tesla Charts

After reviewing the Tesla Model 3, the rating was that it is a glorious vehicle.

Tesla released a blowout financial report, which in the third quarter showed strong production and strong sales as well as a decent profit. The conference call included … much more. Surprisingly, the big media coverage was as insane as the coverage before the report. And only CleanTechnica asked the most important questions. Jaguar delivered its first I-PACE for a North American customer.

Zunum entered into a partnership with Safran for hybrid-to-electric aircraft.

CleanTechnica garnered the target that Nissan aimed at producing a $ 45,000 SUV.

Uniti opened a research and development center in the UK. 19659005] IKEA announced its intention to carry out emissions-free deliveries in five cities by 2020.

UPS launched the first urban electric bicycle for the delivery of electric vehicles.

BYD introduced two new offers for electric tractors. 19659005] Bollinger B2 details for the electric pickup were rolled out.

It became known that Angela Merkel urged German automakers to electrify faster.

Audi started in a Hungarian factory with the production of electric motors.

Audi was also reportedly charged with a 10% increase on LG Chem batteries because of the great demand for batteries in the industry.

Dyson announced that it will start building an electric factory in Singapore, which will produce cars by 2021.

Chery begins to sneak Chinese electrical appliances cars into Europe.

Volkswagen has begun building its first all-electric automobile factory near Shanghai in China.

Volkswagen and Ford have allegedly agreed to enter into a partnership for electric and autonomous cars.

Volkswagen Group, Mobileye, & Champion Motors "announced plans to commercialize Mobility-as-a-Service (MaaS) with self-driving vehicles in Israel."

WM Motor, a Chinese EV startup, raised another $ 288 million. GM's Mary Barra presented a sneaky, small proposal for a national EV mandate.

Alta Motors closed its doors.

Bosch started an electric van-sharing service in Germany.

A FCA plant in Italy begins preparing for the production of the Jeep Renegade Plug-in Hybrid Electric Vehicle (PHEV) to be launched in early 2020. "

EV Charging

ChargePoint also introduced a waiting list that allows drivers of electric vehicles to be connected digitally while charging.

ChargePoint & EVBox as partner for roaming access in the EU and North America.

Star Charge China and the German company Hubject have announced a partnership that claims to lead to the world's largest open shop network. Together, the two companies will have more than 100,000 charging points available to customers in China, Europe and the US. "

Hubject also worked with ReCharge to enable the charging of electric vehicles at public charging stations without RFID cards. [19659005] Google Maps has extended its app with a charging function for electric vehicles.

In California, Electrify America's 4-step electrification plan started the second phase.

Californian start-up eMotorwerks has launched a 30-megawatt virtual energy storage system via its EV charging stations and associated batteries.

Duke Energy announced plans to introduce 530 new EV charging stations in Florida.

Xcel Energy, a Minneapolis-based utility, announced it would invest more than $ 25 million in electric vehicle (EV) support. "

Nissan received approval for a vehicle-to-network in Germany.

The Dutch company Fastned and REWE started the testing of EV fast charging stations in German supermarkets. [19659005] Wallbox, a Spanish company, has launched the industry's first home-use EV rapid charger.

Tritium announced that 475 kW charging stations will be brought to petrol stations through investment by Gilbarco Feeder-Root.

ABB unveiled new and updated EV fast charging stations.

Porsche announced plans to install 700 EV fast charging stations in locations around the world.

Other EV Stuff

BMW and Northvolt have teamed to build end-to-end electric vehicle recycling.

Audi & Umicore announced that they are developing the recycling of closed-loop battery tires.

An independent engineer has up to 3 out of 56 Waymo claims for his 936 patent, a major point in the IP conflict between Waymo and Uber.


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Tags: Audi, BMW, BYD, Chargepoint, China, China EV sales, Daimler, Electric buses, Electric vehicles, Electrify America, Elon Musk, EV sales, Ford, GM, Hubject, Mercedes, Nissan, Tesla, Tesla China, Tesla Finance, Tesla Gigafactories, Tesla Gigafactory 3, Tesla Model 3, Tesla Model 3, Tesla Model S, Tesla sales, volkswagen, volvo


About the Author

Zachary Shahan Zach tries to help society to help yourself (and other species). Most of the time he spends here on CleanTechnica as its director and editor-in-chief. He is also the president of Important Media and the director / founder of EV Obsession and Solar Love . Zach is recognized worldwide as an expert in electric vehicles, solar energy and energy storage. He has reported on Cleantech at conferences in India, the United Arab Emirates, Ukraine, Poland, Germany, the Netherlands, the US and Canada.

Zach has long-term investments in TSLA, FSLR, SPWR, SEDG and ABB. After years of coverage of solar and electric vehicles, he simply has great confidence in these particular companies and feels like a good cleantech company to invest in. He does not offer professional investment advice and does not want to be responsible for losing money, so do not jump to the conclusions.




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