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Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Saturday 13th October 2018. It’s Martyn Lee here and I’ve been through EV story today so you don’t have to.

 

Thank you to MYEV.com for helping make this show, they’ve built the first marketplace specifically for Electric Vehicles. It’s a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too.

 

JAGUAR COULD MAKE PURE EVS ONLY IN FUTURE

  • A report today says that the management of Jaguar Land Rover could be about to make a big bold decision for the Jaguar brand. Make it electric only.
  • There are certainly plenty of people who say car makers should be doing things like this but they aren’t the ones with thousands of people on the payroll – so it’s easier said than done.
  • I’m sure JLR aren’t the only manufacturer with a team of people running the number on batteries, production and profit margins. Of course all of those things work inside a macro environment of stricter emissions regulations coming to Europe.
  • In one corner you have Tesla, building a company from scratch around EVs. In the other corner, you have ever other incumbent trying to manage the transition. So this plan would be over 5-7 years, by which time Jaguars current range would be replaced by all electric models.
  • Since the positive reaction to the I-PACE Jaguar have an all electric XJ in the pipeline, in the same segment as Volkswagen Group models like the Porsche Taycan, and the Tesla Model S.
  • In many ways this is back to the future for Jaguar, which has a reputation in the 1960’s for fast cars and strong innovation. Plus electric power gives you god-level performance, all wheel drive and a sense of ‘living in the future’.
  • It won’t be easy for any OEM to have factories for both fossils and EVs in tandem, so maybe a bold call is what is needed. The XE and XF are 5 years away from end of product line, plus by the mid-20 they would be in a position to have full electric versions of their fleet, and even the Generation 2 I-PACE if they wanted.
  • Coming back to my earlier point on emissions, it’s a smart move to take a luxury high end car brand and turn it electric, because it will reduce the fleet emissions of Jaguar Land Rover. Those Land Rovers and Range Rovers might not suit a pure BEV quite so quickly, but their emissions would be balanced out.
  • I think two things play in here, firstly the I-PACE has had a strong reaction, dare I say better than the Audi e-tron and Mercedes EQC? Fans of those brands would disagree! I’ve not seen a negative article about the I-PACE and chances are bosses have been comparing that brand bump against the kind of reviews their fossil cars sometimes get. They are aspirational again.
  • And also bosses might have waited to see if the Model 3 killed off Model S sales. With that questions answered now, and both Model S and Model X continuing to sell well at the higher end of the market, luxury buyers are happy to vote with their wallets. And why not try to take a piece of that pie? Finally, I’ll mention Volvo, who have committed to going full electrified already and seen their brand fortunes take a turn upwards, with halo cars like the Polestar 1.

 

CHINA AUTO SALES ON THE UP, AGAINST THE MARKET TREND

  • News from China today about their car sales last month in September. “China’s car sales fell the most in nearly seven years in September, stoking concerns the world’s biggest auto market could contract for the first time in decades this year amid cooling economic growth and a biting trade war.” reports Reuters UK, with one startling stat which bucks the trend: “Sales of new-energy vehicles – a category comprising electric battery cars and plug-in electric hybrid vehicles – remained strong, up 54.8 percent in September, slightly faster than a month earlier. That took new-energy vehicle sales in the first nine months of this year to 721,000 vehicles, up 81.1 percent from the same period a year earlier.”

 

https://uk.reuters.com/article/us-china-autos-sales/china-auto-sales-post-biggest-drop-in-7-years-as-growth-engine-stalls-idUKKCN1MM0KV

 

HYUNDAI KONA EV GETS BIG BOOST FROM NORWAY DEMAND

  • Hyundai KONA EV sales are going up in Norway. Thomas Schmid, Hyundai Europe’s chief operating officer: “By the end of the year, we will deliver approximately 11,000 units in Europe. Given the order level, we need to get from Korea three times as many cars to reduce the waiting time for customers from one year to three to four months. We make money in Europe, but as all other manufacturers, we have the challenge that we don’t make money on EVs. The scale is not there. There is no financial incentive but the incentive is the brand reputation.””
  • That 7,000 number is equal to twice the total number of all Hyundai cars sold in Norway in 2017.
  • I’ve just checked here in the UK and last time i looked you could get a certain configuration within 20 weeks if you didn’t mind compromising on colour and spec, now they are all 40 weeks.
  • On my recent trip to Norway I saw first-hand the effect of generous incentives for EVs – much lower taxes than fossils, driving in bus lanes, free parking, free road tolls.
  • Lee Ki-sang, head of Hyundai’s eco-technology development centre, said the company now has two battery suppliers after adding SK Innovation to LG Chem. SK Innovation will start production around year end” says Automotive News Europe: “Giving Hyundai “more flexibility in adjusting production.” Lee hinted at a possible solution to the scale problem: Hyundai’s plan to introduce a platform for EVs. He said: “As the volume of each EV is relatively small, by concentrating them on one platform, we might hope to make some money.”

 

http://europe.autonews.com/article/20181011/ANE/181009868/hyundai-kona-ev-gets-big-boost-from-norway-demand

 

45% OF NORWAY CAR SALES NOW FULL ELECTRIC

  • A tweet from Evind Aven: “Norway car sales Sep 2018: Record month for BEVs at 45%, diesel down to 12%. New test procedure (WLTP) possibly an influencing factor. Rolling 3 mths share BEVs: 32%”
  • Norway is a small market but it’s remarkable what they’re achieving. Looking at the rolling three month average for car sales in Norway, in 2011 Diesel was 78.2%, Petrol around 18% and battery + hybrids making up the rest of about 4%.
  • Fast forward to today, and in September diesel was at 12.4%, Petrol at 16.1%, hybrids without a plug at 11%, hybrids with a plug at 15% and pure BEVs at 45.3%

 

https://pbs.twimg.com/media/DogvD5IXoAMOHwT.jpg:large

 

TESLA OUT DELIVERS PORSCHE IN Q3: MODEL 3 BOOM CONTINUES

Mark Kane at InsideEV’s has picked up another one of those tiny details buried in the numbers but which tells an important story: “According to industry analyst Matthias Schmidt (schmidtmatthias.de), Tesla sold 26% more cars than Porsche during the third quarter.

 

Q3’2018 results:

Tesla – 83,500

Porsche – 66,000

Jaguar – 41,900

 

https://insideevs.com/tesla-out-delivers-porsche-in-q3

 

MERCEDES GLE PLUG-IN TO GET LONG ELECTRIC RANGE

  • “Daimler could be the first carmaker to offer a combustion engine car with a 100 km (62 mile) electric range, when it launches the Mercedes-Benz GLE plug-in hybrid vehicle in the second half of next year.” report Crhristiaan Hetzner: “Daimler is introducing partial electrification in every single car it will offer starting with a 48-volt mild hybrid as the minimum. In addition, the group will offer a plug-in hybrid version for every combustion engine vehicle in the future from the flagship luxury S class to the compact A class.”
  • Incoming CEO Ola Kalleniuss said: “We are now in the generation where we switching over from our 30 km hybrids to 50 km. The GLE will be the first car with a 100-km range on a plug-in hybrid in the WLTP cycle.”
  • So although a 50km electric range is enough for a Chinese EV credit, it’s not enough for the UK grants which change on November 12th.

 

http://europe.autonews.com/article/20181012/ANE/181009658/mercedes-gle-plug-in-to-get-long-electric-range

 

TESLA POWERWALL GETS NEW FEATURES, AND HIGHER PRICES

  • “Tesla has increased the prices of the popular Powerwall system, to account for new features it has added over the course of 2018 and additional features and hardware the company will bring to market in 2019.” according to a Clean Technica piece of breaking news I saw today: “Effective October 12th, 2018, the new pricing for three energy products is as follows (in USD): Powerwall: $6,700 (originally $5,900). Gateway: $1,100 (originally $700). Installation: $1,000 to $2,750+ (depending on complexity)”
  • “Tesla has poured some love into its Powerwall Gateway, which provides a connection to the internet for the attached Powerwalls, including a full refresh of the product that will see the Gateway getting its own enclosure, which sports Tesla branding and styling. Installations of Powerwall to date have included the Gateway, but the hardware was locked away in a generic grey utility-style box, so adding a bit of Tesla style to it will improve the overall aesthetics of Powerwall installations after the refresh.”
  • If it’s not already out there, I think Robert on Fully Charged Show is releasing a video about his year with his Powerwall, and i think when it had a firmware update to allow it to store cheap rate electricity overnight on a Time Of Use tariff, if got very interesting to me.

 

https://cleantechnica.com/2018/10/12/tesla-powerwall-price-features-new-coming/

 

 

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