Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Thursday 3rd September 2020. It’s Martyn Lee here and I go through every EV story so you don’t have to.
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ELON MUSK SAYS BERLIN GIGAFACTORY WILL MAKE REVOLUTIONARY MODEL Y’S
“Tesla Inc. will make a redesigned Model Y at its first European factory, Elon Musk said, indicating the electric-car manufacturer will detail improvements on how it assembles vehicles at an event later this month.” says Bloomberg: “The factory that’s under construction outside Berlin will have the company’s most-advanced paint shop, probably make batteries and cells, and implement additional “original” engineering and design measures, Musk, Tesla’s chief executive officer, told reporters during a visit to the Gruenheide site on Thursday.The factory in Gruenheide would be Tesla’s first in Europe and could assemble as many as 500,000 cars a year, underpinning the U.S. carmaker’s European expansion and Musk’s attack on the German auto establishment. The factory is slated to start production in the summer of 2021, an aggressive timetable for a car plant.”
TESLA, BMW AMONG AUGUST WINNERS IN GERMAN MARKET DOWN 20%
“New-car sales in Germany fell 20 percent to 251,044 in August, according to data released by the German Motor Transport Authority (KBA). Major brands had mixed results last month with Tesla (+454 percent), BMW (+15 percent), Nissan (+14 percent) and DS Automobile (+12 percent) among brands bucking the overall market’s decline to post big gains.” according to Automotive News Europe.
16,076 electric vehicles sold, Tesla’s sales were 2,846. Tesla took almost 18% of the electric vehicle market share in Germany in August.
TEsmanian points out: “Although Tesla sales in Germany were weak in July, sales in August and September will be able to compensate. The first month of the quarter is traditionally one of the weakest for the electric automaker. But as we start into the second half of the quarter, the deliveries climb substantially. Most likely, the data for September will be even higher than for August, which, given the overall picture, will record an impressive increase in sales.”
LUCID MOTORS REVEALS DETAILS ABOUT ITS DRIVETRAIN TECHNOLOGY
Lucid Motors revealed details of the proprietary, in-house developed electric drivetrain that will power the forthcoming pure-electric luxury Lucid Air and allow it to become the instant class leader in a number of key performance and efficiency metrics.
An ultra-high, 900V+ architecture combined with Lucid’s Wunderbox onboard charging unit serve as the heart of the Air’s electrical platform. The Wunderbox is a unique, multi-function unit, developed entirely in-house to ensure compatibility with, and the maximizing of, charging systems of differing voltages, specifically boost-voltage charging. It also allows the Lucid Air to charge at rates of up to 300 miles in 20 minutes and up to 20 miles in one minute when connected to a DC Fast Charging network (such as those offered by Lucid’s charging partner, Electrify America, on its nationwide network). The Wunderbox also enables a wide array of future-ready, bi-directional power delivery features from the vehicle to the grid (V2G) for situations such as managing home power outages. It can also enable vehicle to vehicle charging (V2V).
GM AND HONDA ARE FORMING AN ALLIANCE TO SHARE EV TECH
“Honda and GM are moving ever closer together. The two automotive goliaths signed a memorandum of understanding today toward establishing an alliance in North America. Earlier this year, it was announced that Honda would be borrowing GM’s EV technology to build two electric cars sold under the Honda name in the U.S. Today’s move looks like it has the potential to cement the two companies even closer.” repotrs Autoblog: “As of now, the proposed alliance would have the two collaborating on electric powertrain tech, internal combustion engines, vehicle platforms, connected services (infotainment technology), purchasing and general R&D. Honda and GM would collaborate in certain vehicle segments, already expressing intentions to share common vehicle platforms. By partnering like this, both Honda and GM intend to save money in development, make greater investments in next-generation technologies and leverage scale for purchasing, logistics and other facets of business. The announcement digs a little deeper into technology, too. Honda and GM intend to collaborate on electrical architecture systems, advanced driver assist systems, infotainment, connectivity and vehicle-to-everything communication.”
NIO SET NEW MONTHLY SALES RECORD OF NEARLY 4,000 IN AUGUST 2020.
“NIO is on the roll, at almost 4,000 a month and now targets 5,000 a month! “NIO maintains its momentum for another month, achieving another monthly sales record, its third during the past four months! The company delivered 3,965 cars (ES6 and ES8) in August, which is 104% more than a year ago. The next step will be 5,000 – at least it’s the new target for expanding manufacturing capacity (as the EC6 will join the lineup).” says InsideEVs: “So far this year NIO sold: ES6: 17,161. ES8: 4,506. NIO network currently consists of: 151 stores (including 22 NIO Houses and 129 NIO Spaces) in 91 cities in China. 145 power swap stations.”
***TechMeme Ride Home***
MERCEDES SHOULD ABSOLUTELY GO ELECTRIC WITH MAYBACH
“Mercedes unveiled the seventh-generation S-Class today, the best car in the world at any given moment, with the best version of that—the Mercedes-Maybach S 650 Sedan—currently powered by a V12. But Merc’s CEO said today that the future Maybachs could go electric, which makes more sense the longer you think about it.” according to Jalopnik: “It’s interesting the point we’ve reached in the push toward electric that CEOs at luxury automakers are now thinking about profitability when it comes to high-end electric cars, and not saving the world or something. And while I’m certain that European emissions regulations are a part of Mercedes’ decision, consider that China is also a huge market for Maybach, and there’s a big push for electric there, too.”
GROUPE PSA & TOTAL CREATE “AUTOMOTIVE CELLS COMPANY
Groupe PSA/Opel and Total/Saft have signed an agreement for the creation of the joint venture ACC. With this partnership, the parties are setting up a world-classplayer in the development and manufacture of high-performance batteries for the automotive industry from 2023.
This project aims to:
Respond to the challenges of the energy transition by reducing the environmental footprint of vehicles throughout the value chain in a desire to offer clean and affordable mobility to citizens.
Produce batteries for electric vehicles that will be at the highest technological level in terms of energy performance, autonomy, recharging time and carbon footprint.
Develop production capacity, essential to accompany the growth demand for electric vehicles in a European market estimated at 400 GWh by 2030, i.e. 15 times the current market.
Ensure industrial independence in Europe for the conception and manufacture of batteries, with an initial capacity of 8 GWh, reaching a cumulative capacity of 48 GWh on both sites by 2030. It will represent 1 million electric vehicles produced per year, i.e. more than 10% of the European market.
Position ACC as a major competitive player in supplying electric vehicle manufacturers.
VW-BACKED U.S. BATTERY MAKER QUANTUMSCAPE TO GO PUBLIC AT $3.3 BLN VALUATION
“QuantumScape, the 10-year-old Silicon Valley battery startup backed by Volkswagen AG, said on Thursday it plans to go public through a reverse merger with Kensington Capital Acquisition Corp with an enterprise value of $3.3 billion.” saysa Reuters: “San Jose-based QuantumScape, a 2010 spinout from Stanford University, said it will form a joint venture with VW to produce solid-state battery cells, starting in 2024, for VW’s electric vehicles, and eventually for other carmakers. VW has committed more than $300 million to QuantumScape. Other corporate investors include Shanghai Auto, which is partnered with VW in China, and German auto supplier Continental AG. QuantumScape’s lithium-metal battery uses a solid ceramic electrolyte which he said is safer than using a conventional liquid electrolyte. It also eliminates the need for an anode, allowing the battery to charge more quickly – up to 80% capacity in just 15 minutes. Also, its energy density is much higher, exceeding 400 watt-hours per kilogram, which far surpasses 250 Wh/kg for the best current lithium-ion batteries.”
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