China’s NEV Sales Surge in March, Hitting New Highs

– NEV retail penetration in China hit a record 41.6% in March, increasing by 5.8 percentage points from February’s 35.8%.

– March saw a significant rebound in China’s NEV retail sales, with a total of 709,000 units sold, marking a 29.5% increase from the previous year and an 82.5% increase from February.

– The sales figure slightly exceeds the preliminary estimate of 698,000 units and falls below the anticipated 750,000 units.

– BEVs constituted 60.4% of the total NEV retail sales in March, totaling 428,000 units—a 10.05% rise from last year and a 94.4% jump from February.

– PHEVs made up 39.6% of NEV sales, with 281,000 units sold, reflecting a 75.4% year-on-year increase and a 67.0% increase from February.

https://evne.ws/4avawY2

2024 Mustang Mach-E: Enhanced Range and Faster Charging

– The 2024 Ford Mustang Mach-E introduces significant updates including a new rear motor, faster DC charging, and a revamped GT model.

– A new Rally variant is added, featuring aero wheels and a large rear wing.

– The updated rear motor across all models aims to increase the vehicle’s range and improve torque, thanks to its lighter design.

– The Select model’s range is now 250 miles (402 km) with the standard battery and single-motor RWD configuration.

– Premium RWD models with the extended-range battery boast a 320-mile (515 km) range, marking a 20-mile increase from previous models.

– Adjustments to the battery chemistry in 2023 had already improved ranges: standard-battery RWD to 250 miles and extended-range RWD to 310 miles.

– Extended-range battery models can now charge from 10 to 80% in just over 36 minutes, nearly nine minutes faster than prior models. Standard-range battery models see a charging time reduction to just over 32 minutes, shaving almost six minutes off previous times.

– The GT Performance model merges into the main lineup with a Performance Upgrade package offering an additional 100 pound-feet of torque over the GT model’s previous 34 pound-foot increase.

– The Performance Upgrade enables the Mach-E to accelerate from 0 to 60 mph (0 to 97 kph) in 3.3 seconds and introduces advanced powertrain thermal management.

– The GT model now includes Ford Performance front seats, Brembo front brake calipers, and magnetorheological dampers as standard features.

– Pricing starts at $41,890 for the Select trim with RWD and standard battery, $45,890 for the Premium trim, and $55,890 for the GT model. The Performance Upgrade is available for $995, and the Rally model is priced at $61,890.

https://evne.ws/43WgoHC

Tesla Cybertruck’s Battery Mystery: Room For More?

– A detailed teardown of the Tesla Cybertruck reveals its battery pack has substantial empty space.

– During the dismantling, Munro & Associates discovered a significant gap between the 4680 cell layer and the battery pack’s top plate.

– Engineers described the battery pack as “half empty,” a characterization confirmed by Cybertruck’s lead engineer, Wes Morrill, who humorously prefers to see it as “half full.”

https://evne.ws/3TRGEy0

Cybertruck Charging Speed Boost by 20%

– Tesla plans to enhance the Cybertruck’s fast-charging capability by 20% via an over-the-air (OTA) software update.

– Initial assessments of the Cybertruck’s charging performance showed a peak rate of 255 kW, diminishing to 75-80 kW around a 66% state of charge (SOC).

– Tesla aims to rectify the early charging curve concerns, ensuring a quicker charging process.

– Drew Baglino, Tesla’s energy and powertrain engineering lead, announced an update to increase the charging efficiency, offering up to 154 miles (247.84 km) of range in just 15 minutes, a significant improvement from the current capability of adding 128 miles (206.00 km) in the same duration.

– This update, providing a 20% boost in charging speed, is scheduled for release within this quarter, implying a deployment by the end of June.

https://evne.ws/4auOFQH

Tesla to Open Its Biggest Supercharger Station

– Tesla’s upcoming largest Supercharger station is set to be located at Yeehaw Junction, Florida, near Exit 193 of the Florida Turnpike.

– Plans reveal the station will feature 160 prefabricated Supercharging units (PSUs) alongside 40 standard charging dispensers.

– Eight of the charging stalls will offer pull-through capability, accommodating larger EVs and those towing trailers.

https://evne.ws/3vNMkBa

Hyundai Ioniq 6 N Caught Testing: A Glimpse of High Performance

– Spy photos have surfaced, showcasing a Hyundai Ioniq 6 N prototype undergoing testing at the Nürburgring, hinting at an upcoming high-performance electric sedan variant.

– The vehicle features large, sporty split 5-spoke wheels.

– Beneath these wheels, significantly larger brake discs are visible, alongside bigger calipers, likely borrowed from the Ioniq 5 N.

– Speculations suggest the Ioniq 6 N will utilize dual motors with an output of 641 horsepower (478 kW) and 545 pound-feet (739 N·m) of torque.

– Despite the prototype’s understated appearance, expectations are set for more aggressive aerodynamic enhancements, including a bigger front intake, a lower splitter, side skirts, and a rear diffuser, to improve downforce.

https://evne.ws/3U15mfE

Rimac Partners with BMW for Future EV Batteries

– Rimac Technology, the engineering arm of the Croatian EV manufacturer, is set to supply BMW with batteries for its upcoming electric vehicles.

– This collaboration represents Rimac’s most extensive project to date, emphasizing the scale and ambition behind the agreement.

– Rimac plans to expand its battery production capabilities with sophisticated automated lines at its campus near Zagreb, dedicating a significant area to develop and produce battery packs for BMW.

– BMW currently sources EV batteries from five global locations and is expanding with new manufacturing sites in China, Hungary, Mexico, the US, and an additional facility in Germany aimed at supporting EV production in Munich, Dingolfing, and Regensburg.

– The partnership focuses on the integration of next-generation batteries into BMW’s Neue Klasse EV range starting from 2025, promising unique advancements in EV technology.

– BMW’s forthcoming battery technology will shift from prismatic to cylindrical cells, aiming to increase EV range by 30%, enhance charging speeds, and lower the weight of the vehicles.

https://evne.ws/3TWdWfo

Hyundai IONIQ 9: A Glimpse Before Its Debut

– Hyundai’s first three-row electric SUV, the IONIQ 9, has been observed on the streets of California, signaling its nearing introduction.

– The vehicle, captured in a new video, showcased its substantial size and production-ready headlights.

– There’s speculation on whether the IONIQ 9 will surpass the EV9’s rear legroom of 42.8 inches (108.7 cm), which exceeds that of competitors like the Cadillac Escalade and Range Rover P400.

– Operating on the E-GMP platform, the IONIQ 9’s change from “7” to “9” in its name indicates its position as a flagship model.

– Hyundai plans to start the production of the IONIQ 9 in the first half of 2024, targeting a US market launch by mid-2025.

– The production is slated for Hyundai’s new $7.6 billion EV Metaplant in Georgia, aiming for the SUV to be eligible for the $7,500 federal tax credit once US manufacturing commences.

https://evne.ws/3vX0Ruh

Lucid Motors Sets New EV Delivery Record

– Lucid Motors achieved a record by delivering 1,967 luxury sedans in the first quarter of 2024, marking its highest quarterly delivery to date.

– The company is enhancing efforts to attract more EV buyers through discounts, increased marketing, and introducing a more accessible version of the Air model.

– Production of the anticipated Gravity SUV is expected to start in the coming months, with Lucid Motors relying on current strategies to maintain momentum until the SUV’s launch.

– Additionally, Lucid began the initial shipments of vehicles to Saudi Arabia for final assembly, part of a larger plan involving the sale of up to 100,000 vehicles to its principal shareholder.

https://evne.ws/3TL85tm

Court Backs EPA on California’s EV Mandates

– A U.S. appeals court has affirmed the EPA’s decision allowing California to establish its own vehicle emissions and electric vehicle (EV) standards.

– The ruling came after a challenge by 17 Republican-led states and fuel producers against the EPA’s 2022 reinstatement of California’s waiver to set these mandates, overturning a 2019 Trump administration revocation.

– The contested regulations empower California to enforce its own zero-emission vehicle sales requirements and tailpipe emissions limits, a capability criticized by Republicans as an undue regulatory advantage over other states.

– Historical context includes the EPA’s initial waiver to California in 1993 for its first zero-emission vehicle standard, and a 2013 waiver that was also reinstated in 2022 after being rescinded during the Trump era.

– The EPA’s 2022 action also allowed other states to adopt California’s stringent tailpipe emissions standards, counteracting a Trump-era ban on such adoptions.

– In a significant move towards zero emissions, the California Air Resources Board (CARB) in August 2022 approved a plan to cease the sale of gasoline-only vehicles by 2035, introducing escalating annual requirements for zero-emission vehicles starting in 2026.

https://evne.ws/43XR0Rx

China Ramps Up EV Exports and Ship Orders

– China’s electric vehicle (EV) exports surge has led to an unprecedented increase in the orders for new car-carrying ships.

– According to Veson Nautical, China is projected to have the fourth-largest fleet of such vessels by 2028, up from the current eighth-largest.

– Currently, China’s fleet consists of 33 car-carrying ships. Japan leads globally with 283, followed by Norway with 102, South Korea with 72, and the Isle of Man with 61.

– Chinese entities have placed orders for 47 new ships, representing 25% of all such orders worldwide. This includes major companies like SAIC Motor, Chery Automobile, BYD, COSCO, and China Merchants.

– Andrea de Luca, a Veson analyst, highlighted, “After this armada has been delivered to China, the Chinese controlled car carrier fleet will jump from current 2.4% to 8.7%.”

– De Luca also anticipates the establishment of new trade routes primarily for Chinese automakers.

– The bulk of these ship orders, 82% to be precise, have been secured by Chinese shipyards.

– This increase in ship orders is partly in response to competitive pressures, consumer price sensitivity, and economic challenges, pushing automakers to explore more lucrative markets abroad.

– In a significant milestone, China surpassed Japan as the world’s largest auto exporter last year.

– BYD exported more than 240,000 vehicles in 2023, which constituted about 8% of its total sales. The company aims to increase exports to up to 400,000 units in the current year.

https://evne.ws/3PW0N51

China to Boost NEV Global Expansion Amid Foreign Restrictions

– China is enhancing support for its new energy vehicle (NEV) sector to expand globally, according to the Ministry of Industry and Information Technology.

– This move comes in response to the United States launching an investigation into Chinese-made electric vehicles and the European Commission’s customs registration requirement for Chinese EV imports, seen as a probe into alleged unfair subsidies.

– Officials criticized the actions by the US and EU for lacking evidence and violating World Trade Organization rules, arguing such measures harm the global consumer market and disrupt the international automotive supply chain.

https://evne.ws/3TWe12G

European Ports Overwhelmed by Unsold Imported EVs

– European ports are experiencing significant congestion, becoming makeshift “car parks” due to a slowdown in vehicle sales and logistical issues, including a shortage of truck drivers.

– A major contributing factor to the congestion is the accumulation of imported Chinese electric vehicles (EVs), with some vehicles remaining in ports for as long as 18 months.

– Industry officials report difficulties in moving vehicles due to the scarcity of truck drivers and the necessary transport equipment, exacerbating the pile-up at ports.

– The glut is partly attributed to slower-than-anticipated sales of Chinese EVs in Europe, leading to extended storage times for these vehicles at port facilities.

– BLG Logistics, managing the car terminal at Bremerhaven, Germany’s second-largest vehicle port, noted increased dwell times following the cessation of EV subsidies by the German government in December last year.

– The congestion issue is emerging as Chinese automakers, including BYD, Great Wall, Chery, and SAIC, intensify their export efforts to Europe to maintain production levels and exploit the growing demand for EVs in the region.

– The lack of available trucks for vehicle transport is identified as a widespread challenge, with several vehicles reportedly reserved by Tesla, adding to the logistical strain.

– The backlog at ports is affecting the operations of car-carrying ships, with reported delays in Italian and Greek ports due to terminal congestion.

https://evne.ws/4aqkf1O

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