TEN Transport Evolved News Episode 482: Tesla Quarterlies, Breakthrough Battery, G-Wagen EV!
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День томуWelcome to today’s show!
On today’s show - Q1 earnings start to roll in, a breakthrough battery with an incredible claim of fast-charging prowess, and Mercedes-Benz’s G-Wagen with EQ Technology.
These stories, and many more on today's show!
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00:00 - Start
00:33 - Welcome!
00:40 Quarterly figures from Tesla, Volvo, Ford and GM
02:49 - Mercedes-Benz Unveils the G-Class with EQ Technology
03:44 - Volkswagen’s Chattanooga plant becomes a Union Shop
04:40 - CATL unveils a new break-through Battery with ultra-fast charging
05:43 - Ford seems to commit to sub $30,000 EVs
06:42 - MINI unveils the Aceman EV
07:38 - Roundup of news from Tesla’s Quarterly Earnings
09:15 - New data from Recurrent shows that EV battery replacements are dropping in frequency
11:23 - White House announces first $150 Million in funding for electric trucks
11:48 - President Biden makes affordable solar promise on Earth Day
12:10 - U.S. White House commits funding to make the grid more reliable, efficient
12:27 - BYD unveils its latest concept EV at Auto China 2024
12:45 - Lucid Air Sapphire now the quickest production EV in the quarter mile
13:03 - Washington State announces new incentives aimed to help lower-income households transition to electric
13:18 - Nio, Lotus announce new partnership into swappable batteries
13:35 - Rivian offers owners of certain 2018 and newer ICE vehicles the chance to upgrade
13:55 - Tesla leaves Austin’s ETJ, meaning it doesn’t have to meet its environmental laws
14:18 - Volkswagen unveils ID. CODE concept car
14:37 - We learn of more Tesla Layoffs
14:53 - Bolt expands its offerings into Kenya, with a goal of making 5,000 electric motorcycles easier to lease
15:10 - Aptera announces a new special edition for the UAE
15:29 - Fisker warns it could file for bankruptcy in less than a month
15:44 - ToZero makes its first delivery of recycled Lithium
16:01 - Ford Europe confirms European e-Transit will get same battery pack options as U.S. models
16:16 - Smart unveils its Concept #5
16:35 - Mercedes-Benz changes its EV naming again
16:55 - GM says its battery shortage for Ultium will soon be over
17:12 - Zero unveils a mini Tesla Tap for use with its motorcycles
17:30 - There’s now one DC fast charging station for every 15 gas pumps in the U.S.
17:49 - In just under 18 months, Tesla has only delivered 37 Semis to Pepsi
18:05 - VoltPost starts sales of its post-based charging station for retrofits in cities
18:22 - New report predicts that the majority of EVs in the U.S. in 2030 will be based in Suburbia
18:40 - Volkswagen Subsidiary and partners unveil potential future charging solution using kite-power
18:58 - Disney’s Autopia will go electric in 2026
19:13 - IEA predicts that EV sales will remain stable this year, and account for 1-in-5 new cars sold
19:31 - Polestar 4 now on sale in the U.S.
19:49 - SunPower lays off 1,000 employees, stops residential solar installations
20:04 - Factorial Energy, LG Chem plan to work together on solid state batteries
20:22 - Subaru retiring Legacy to make room for more EVs in its lineup
20:36 - Vinfast expands its U.S. dealer network
20:52 - Tesla officially reveals refreshed Model 3 Performance
21:08 - BMW updates i4 for 2025, adds a new variant
21:27 - Tesla driver arrested for killing Motorcyclist while using autopilot
22:00 - Sponsored Segment: Atmos Financial
23:09 - Tesla owners quoted a lot of money to install Tesla’s V2H system - but there’s more to this than headlines
24:03 - UK Spinoff from Protean showcases a Landrover EV with retrofitted in-wheel motors
25:06 - Thanks, and Goodbye!
@GaryJohnWalker1 14 днів тому
The most heartening story for me was the tozero report - first commercial delivery of recycled lithium. Hoping this snowballs for tozero and all the other recyclers
@tnickknight 13 днів тому
That upgrade power price sounds like a number given for them not to be chosen. Some contractors do that when they really don't want the job.
@CrissaKentavr 13 днів тому
Not really, that's a MASSIVE breaker upgrade, and the size isn't the even numbers usually quoted (100, 200, 400, 600 etc amps). Three houses worth! Or one and a half mcmansions. Make you wonder if there's a new power line from the power co involved - my neighbor just had to pay for a new pole! spendy.
@jamesvandamme7786 10 днів тому
Nobody needs that much power. Shut off the lights, A/C, and stove and go to bed, and your car will recharge overnight on 40 amps.
@stevewausa 14 днів тому
Best information density per minute on UKposts.
@FameyFamous 13 днів тому
You mentioned that GM is selling fewer EVs compared to last year. That's not just because demand for new EVs is down across the US. It's also because the 2023 Bolt sold well in 2023. GM decided it wanted to build bigger and less efficient vehicles instead. I bet a 2024 Bolt would have sold well if it had been on the market. I'm glad I bought my new Bolt late last year.
@patreekotime4578 13 днів тому
Right, amazing what happens when you take your most popular item off the menu! 😅
@jamesvandamme7786 10 днів тому
"bigger and less efficient vehicles" = more profitable
@FameyFamous 10 днів тому
@@jamesvandamme7786 historically that has been true in the US. To what extent has that been because of perverse incentives in the regulations? With sane regulations and tax incentives, small cars could be more profitable.
@jamesvandamme7786 10 днів тому
@@FameyFamous Small, cheap cars worked out well for Ford a hundred years ago.
@patreekotime4578 10 днів тому
@@jamesvandamme7786 Not if they arent selling them.
@eamonstack4139 13 днів тому
Nikki, great show - full of well researched content like EV battery failure rate of 0.5% (post 2016). V2X - I just installed a second-life 30kWh Leaf pack in my sisters home to compliment her 6kw solar. I call it the "Range Wall"and expect it to last 20 years of low-power-demand service. Eamon 🇮🇪
@Pottery4Life 12 днів тому
Much needed update for the e-Transit.
@Quickicecarreviews123 11 днів тому
Amazing show as always! Great job
@robingoergner725 13 днів тому
Thanks, Nikki. Be safe and keep evolving!
@Species-lj8wh 13 днів тому
Sounds like the contractor requested did not want the job thus gave a wild number. Or the Customer is on an old grid with only a single phase 120v line. Requiring the power company to run new wires, a new transformer, and the union labor to do so. That being said when I requested to my power company (idaho power) an upgrade from 200 amp to 400 amp service. They quoted me 10k as they would need to replace the transformer to do so. Or wait a year or so for them to do it sometime in 2024-25 (This was Oct 2023.)
@ferkeap 13 днів тому
@12:20 This should be added to the LCOE of variable RE The upgrade instead of new lines, is also because there is high restriction on new transport capacity on the grid. Ground purchase/lease is prohibitive in getting new lines.
@Russwig 13 днів тому
Keep Evolving Nikki!!! Good show, as always!
@ChrisBigBad 10 днів тому
Good luck getting that call for the Landy :D
@jackcoats4146 13 днів тому
I do have a Tesla and love it. But I totally agree, drivers that don't understand their vehicle give us all a bad name. Do you have any leads to DIY inverter conversions for old EVs, to do bidirectional charging? I would like to convert my 2015 smart for two ED to bidirectional.
@jean-marcaiello3055 13 днів тому
Always soo informativ, thks for the weekly show🥳
@888fatboy 11 днів тому
Nikki, glad to see you are recovering well. Keep up the good work. Your reports are interesting and short. Highlight for me today was the CATL announcement of its latest LFP battery. Love your enthusiasm, too.
@lynmogren7710 13 днів тому
Province of British Columbia, Canada's province on the West cost of Canada, has just passed legislation that Full Self Driving is now illegal.
@kensmith5694 12 днів тому
Good for them. They need to expand it to include most of the "driver assistance" systems. If it can't be proven to make driving safer, it shouldn't be allowed.
@stevennelson7518 12 днів тому
The real question is "How much does self driving reduce the number of crashes and the tens of thousands killed by human drivers?"
@kensmith5694 12 днів тому
@@stevennelson7518 That is very nearly the right question but so far no studies I know of shows it makes things any safer.
@buzzofftoxicblog791 13 днів тому
❤😊 well I do love that land rover. it would be nice to fit the batteries underneath and keep the front as a massive front space under the bonnet where the engine would have gone😊 for storage
@Na808Koa 13 днів тому
Always look forward to TEN for a quick roundup of EV related news, thank you. Unfortunately the Polestar 4 looks like its only available in the 48 contiguous states, Alaska and Hawaii don't have any dealers 🥲🥲🥲
@danielmadar9938 13 днів тому
Thanks
@Pottery4Life 12 днів тому
Thank you.
@wooddavid8293 13 днів тому
Thanks!
@jdmrc93 13 днів тому
I upgraded from 100amp overhead to 320(400)amp buried with dual 200amp panels. Cost me $5500 all included, no fuss.
@alsavage1 13 днів тому
That's about 1/4 of what that upgrade would cost me here.
@bioniccrouton 13 днів тому
Death of Fisker? I blame MKHB! (kidding)
@stephenboyington630 13 днів тому
I support labor vs management pretty much every time.
@rp9674 13 днів тому
Me too
@matthieurouyer1826 13 днів тому
Me three
@rp9674 12 днів тому
Me 3 2
@jamesvandamme7786 10 днів тому
I watched the IBEW union kill an electrical equipment company in Detroit with petty rules and complaints. "Versus" is the attitude of the unions there.
@ctuna2011 13 днів тому
245 watts / kilo it getting very close to NCM!
@mrallelectriccarlunacy 13 днів тому
4:21 I love that script writing. Governor who also owns a business without union representation says unions are bad. 😂 awesome
@tonynelson2550 13 днів тому
Hot hatch? What does that mean in this country?
@Species-lj8wh 13 днів тому
Generally "Hot hatch" is referring to Sport versions of a Hatchback. E.G. Honda Civic Type R, Toyota GR Yaris, Ford Focus RS, VW Golf GTI.
@rp9674 13 днів тому
Good
@thewavehunter 13 днів тому
Vinfast is the next Fisker
@jamesvandamme7786 10 днів тому
They're a big, well-financed company with other products. Give them time to refine their product line.
@ElectricCarAustralia 13 днів тому
❤
@jamesvandamme7786 10 днів тому
I see Jim Farley has moved the goalpost for "cheap" cars from $25K to $30K.
@lyledal 13 днів тому
Way to go to the VW workers in Chattanooga!
@robertkirchner7981 13 днів тому
Woo Woo Chattanooga there you are!
@EliotHochberg 13 днів тому
Given the requirements for most EV right now, charging speed isn’t improved to about five minutes for reasonable full charge, if we assume people do not have home charging, then the number of EV charging stations Hass to be twice as many as the number of charging. However, given our tendency to have single-family homes, and some incentives in some states for multifamily home charging, that will probably reduce those need significantly. I’m assuming that Home charging is not included in these numbers. If we assume 50% of owners will have home charging, my experience is that out of my twice a week charging, which amounts to let’s call it 100 charges at home, three times did I have to charge a charging station, mostly on days when I forgot to plug-in when I got home. So that’s about 3%. At full saturation, therefore, assuming continued growth of home charging, 15 to one actually isn’t that bad. That being said, there are people who are experiencing delays in charging where they have to wait in line, so obviously the distribution of those chargers makes it difference. The question then is what is the proportion of chargers versus pumps along interstate transport corridors, and in major cities. And are there any chargers in some rural locations?
@doittoit00 13 днів тому
@EliotHochberg I agree with this - I would believe right now that well over 50% of EV owners in the U.S. are single family home owners or renters, and so have daily access to overnight charging, meaning that the 1:15 ratio is fine for now. But as they become more mainstream it has to increase. Are there any figures available that show how many EV owners by percentage have Level 2 home charging?
@samijokinen9246 11 днів тому
About British cars. Well
@MikeYoungeasytravel 13 днів тому
Congratulations VW workers and UAW! I happy that you will get your fair share of profits and better treatment from VW!
@jamesvandamme7786 10 днів тому
Mexico, here we come!
@jacobcarlson4010 13 днів тому
Exactly where in the US can a residential customer get 325 amp service from their utility company? That sounds like a mis-type of 225 amp, which is the highest that Ameren will do for a residential customer. Now agricultural and industrial customers can get more than that, but it’s usually 480v 3-phase; far from the split-single 240 that residential customers actually get.
@Species-lj8wh 13 днів тому
It depends on your local power company and the state of the grid in your area. When I was talking with Idaho power they quoted me 10k to upgrade from a 200 amp 240 to 400 amp 240 right now. (10-2023) or wait another year once they get around to upgrading the transformer sometime in 2024. So I opted to replace my main service panel with a larger one and wait for them to do it themselves. Then its just about 2k for another 200 amp panel and 400 amp main breaker. I could request up to 1000 amps residential but its costly.
@avsystem3142 13 днів тому
My residence in Farmington, NM, which has a city owned (non-profit) electrical utility, has 500A capacity at the distribution panel. Currently, I am only using 350A with 150A in reserve for future needs, e.g., EV charging. Not sure why you think you are an expert in national electrical distribution but you clearly are not.
@jacobcarlson4010 13 днів тому
@@Species-lj8wh: Interesting. Here in Illinois, the pole-mounted transformer is split between 4 (or sometimes upto 6) houses, and the only way I know of to get more than 200 amps from Ameren Illinois is to have them run the 8kv hi-line to a pad mount transformer near your house (if you're in town, they also require that 8kv line between the pole and transformer to be buried).
@jacobcarlson4010 13 днів тому
@@avsystem3142: Never once did I claim to be an expert on national electrical distribution. I asked a question, because I only live in Illinois. With that said, I've never seen a 500 amp breaker panel. I've seen it where you could have multiple panels upto the utility company's limit, but never seen a 500 amp distribution/breaker panel.
@Species-lj8wh 13 днів тому
@@jacobcarlson4010 And that's why the power company already had plans on upgrading the transformers in the area. Our neighborhood was built in the 50s so everything is still pole mounted. Talking with the city inspector, seems like most the new builds around here are starting with 400 amp service.
@mrxmry3264 13 днів тому
3:19 wait a minute! if it has a motor for each wheel, why would it need differentials?
@davetravels9273 13 днів тому
It doesn’t. It’s just marketing for comparability. 😜 It’s just software to control each wheel individually and it’s probably better than a real diff.
@TroggyPB 13 днів тому
Note Nicki actually says “..virtual differential locks”. So not an actual differential.
@bigboxofstuff 13 днів тому
Another great episode, thank you again! Some good news some sad, but always informative! Love you guys, stay strong!
@patreekotime4578 13 днів тому
A VW with headlights that "look" at other road users? Why would anyone want that?? So now I can be guaranteed to be blinded by other cars no matter where they are relative to me? Great. Can't wait.
@kensmith5694 12 днів тому
Yes, that was sort of my reaction too. I suggest car makers not spend any money on such nonsense.
@joelsmith4394 13 днів тому
The lamp post chargers would be a perfect answer for all those who complain they can’t get an EV because they don’t have access to a charger. Ubiquitous L2 or even L1 chargers street side are far more important than fast chargers, IMHO.
@CrissaKentavr 13 днів тому
So much this! The lamps used to be running big several hundred to thousands of watts bulbs and now run a tenth that in LEDs. But were run for much more. Just having an L1 type outlet on each lamp pole would do wonders for penetration. That's a permit parking that I'd finally support. Tack on free or cheap day time charging for micro e-mobility like bikes and scooters and you've created paradise.
@alsavage1 13 днів тому
@@CrissaKentavr Nah, most older streetlights were provisioned for at most 500W (0.5kw). And likely 277v. That's not a lot of juice, 500W, not even a decent L1 level. Thousands of watts? Maybe stadium parking lot clusters, but not typical streetlights.
@Snerdles 9 днів тому
This doesn't make much sense to me. The cabling to run lamps is probably one run for multiple lamps and probably is fairly small cable to run the small loads. It would have nowhere near the capacity to plug in multiple EVs even at 277V 10A, or 2.7kw on one post. If you did 4 chargers plus the lamps you probably are pushing 50A down there continuously so probably would need 6awg or maybe even 4awg ,(5-6mm) which is beefy and expensive cable. 2.7kw may not even be enough to charge a vehicle in cold enough temperatures as the battery heater will probably need somewhere in the 3-5kw range to stay above freezing.
@TaiViinikka 2 дні тому
@@Snerdles Why does the battery need to stay above freezing? That's not in my manual. I ran my daily driver Kona EV on a 115 V / 15 A (derated!) circuit for 2 years before I finally got a Level 2 charger. Average daily commute in Canada is ~22 km whereas 8 hours of charging on my Level 1 (1.4 kW) charger gives me 11 kWh of energy, or enough to drive the Kona around 58 km. In summary, it seems to me that lamp-post chargers could be a game changer for future EV owners living without driveways. Notes to those future EV owners without their own personal driveway: 1) Seems like an expensive area, could you maybe move so you aren't >60 km from your job? 2) Seems like you live in an urban area, maybe try driving a car or crossover instead of a Hummer EV or Silverado EV.
@Snerdles 2 дні тому
@@TaiViinikka there are a few lithium battery versions that can charge below zero, but the most common ones in EVs generally don't so they have heaters that heat the battery. It can potentially damage the battery and will reduce life span. The act of charging does generate heat though, so if you were driving it and using the battery then the heating system and usage will likely have the battery at a fine temperature anyway. If you happened to forget to charge the car after your week of usage and then go to plug it in on Sunday night after it sat at -20C then it would probably sit for hours before it started charging just to get the batter up to temp before charging. The BMS will only let it charge when it is safe to do so. In my own PHEV it disables Regen, Battery Usage, and Charging if the battery is at least than -15C and only runs on the engine, which then heats the cabin and batter compartment using an exhaust from the cabin and once the batter starts to warm up you'll start getting EV mode for driving and then eventually Regen will work once it gets warm enough.
@robertkirchner7981 13 днів тому
"Unboxed" is the new "Exoskeleton".
@geirmyrvagnes8718 13 днів тому
Design and manufacturing improvements not understood or appreciated outside of engineering? Agree.
@Roddy451 12 днів тому
एल्गोरिदम (Algorithm in Nepali)
@docdre7872 13 днів тому
Please help! Do you have a function that can turn off comments from individuals without preventing them from watching your content. I have caught myself deleting comments, after a tipple, too often. I really admire and respect your work and would hate to be one of those jerks who make your life miserable on social media. Please help!
@brunoheggli2888 13 днів тому
Just buy a Chevy Bolt and be happy!
@beachcrow 13 днів тому
I answered your other comment factually but was somehow censured. 🤪
@williamelkington5430 13 днів тому
I think it's "commenters" rather than "commentators," but I could be wrong.
@beachcrow 13 днів тому
Tesla "Autopilot" is *NOT* Tesla “Full Self Driving (supervised)”. Tesla “Autopilot” is only _driver assist,_ standard with all Tesla cars, which steers, accelerates and brakes automatically _within a highway lane,_ still with active driver supervision. Tesla “FSD (supervised)” adds navigation, auto lane changes, autosteer on city streets, traffic light and stop sign control and automatic parking. All still with DRIVER SUPERVISION and observation from the internal camera. It’s FSD that eventually _may someday_ be fully autonomous, not the Autopilot driver assist.
@transportevolved 13 днів тому
All require you to stay awake and alert and ready to take over. Tesla (and others) need to work harder on this - and we’re in favor of the equivalent of a rating system for drivers similar to rating in pilots….
@beachcrow 13 днів тому
@@transportevolved Yes, but don't show hands off FSD footage when it was only basic Autopilot. FSD(supervised) may have actually avoided the crash and saved a life, it's far more advanced software. Likely all drunks or cell phone distracted drivers will blame the car, it's just hearsay until the facts are known. 100 traffic fatalities *every day* in the U.S., usually drunk or distracted drivers at fault, with or without any driver assist features.
@CrissaKentavr 13 днів тому
@@beachcrow And none of the Tesla systems allow hands-off modes (Level 3) as of yet. Any bets the driver was overriding the speed and collision warnings with the pedal?
@nthused 12 днів тому
Thank you for your weekly reminder to those folks (including two of my children) that are being attacked daily by right-wing haters. I’m grateful for you and your team and the message you bring to us - both about EVs AND about being true to who we are created to be. Many blessings to you and yours.
@Riki-io4yd 13 днів тому
I loved these videos, but stopped coming by due to the politics - and we're both left of center & queer (reclaiming the term, btw). I transitioned over thirty years ago. I registered Commie thirty-nine years ago. One of my MAs is in Wimmin's Studies. My recent doctoral dissertation explored prison abolution via a Jungian lens. I don't come to automotive channels on UKposts to explore ANY of these important issurs. I certainly don't come to UKposts to hear lectures on the importance of voting, given by someone half my age. EV infomation, with my home state as a back drop? Yes, please. Sociocultural and political dialogue? That'll keep me checking back every few months if I find a particular EV model intriguing, but I can usually find a reviewer that leaves their politics a mystery, getting my information without the same talking points and low-level analysis I hear in virtually every RL social setting I encounter.
@wayneg296 13 днів тому
👍👍😎✌️🤟 As a 42 yr. Member of the UAW ,I would say Mr. Lee is an ass hat, and is way wrong!
@kylerobinson7572 13 днів тому
Unless Mercedes requires flexible, work rules, UAW representation will seriously harm the company and employees over the long run!
@kensmith5694 12 днів тому
Nope! Over the long run, the UAW will be good for the employees.
@donaldburkhard7932 13 днів тому
I worked for the state and they voted in union. And I voted against it yet still had to pay the dues without representation. Scam.!
@jimgoff1170 13 днів тому
Sorry, but that’s how democracy works. In 2016 I didn’t vote for what we got as president, problem solved four years later.
@alsavage1 13 днів тому
You pay Union dues *because* you are being represented by them.
@kensmith5694 12 днів тому
FSD should be made illegal. There is no evidence I have heard of that suggests it improves safety.
@docdre7872 13 днів тому
Is there a way you can turn my comments off from your side. I tend to say a few things after a tipple, and tend to be one of many on the extreme wing of the pro-Elon wing, but similarly respect and admire your work and would hate myself if I was one of those who make your life miserable. Can't do anything on my end like turning comments off and don't know what UKposts equips you with as video producers. Please help.
@beachcrow 13 днів тому
Thanks for being here! UKposts is mysterious as to "shadow banning", sometimes only you can see your comment but it's invisible to others (check on a different browser). Producers can add a keyword list to ban comments from posting, ban a person from commenting totally, or just not be miserable when reading someone else's opinion. (One can both fully support Tesla yet remain open to questioning Elon's politics.)
@CrissaKentavr 13 днів тому
Thank you for the comment! Engagement is key!
@robertkirchner7981 13 днів тому
The three little dots that appear if you move your cursor to the upper right corner of your comment give you the option to edit or delete. If used it on myself a few times.
@jamesvandamme7786 10 днів тому
@@robertkirchner7981 "If used it on myself" ahem.
@LesterSuggs 13 днів тому
There have been 500 deaths associated with Tesla vehicles.
@jimgoff1170 13 днів тому
How does that compare with other manufacturers? I could find rates per million miles but not individual deaths for a manufacturer.
@TaiViinikka 2 дні тому
Maybe mention how you know this. Also, if you can find this information for Tesla, you should be able to find it for Ford, Stellantis, VW, etc. and divide by total vehicles produced to see how they compare. Even then, the real measure is deaths/mile driven.
@LesterSuggs 2 дні тому
@@jimgoff1170 I don't know, but does your Toyota mistake the closeness of motorcycle tail lights for a car hundreds of yards away? Does your Dodge run that motorcycle over on its own accord?
@jimgoff1170 2 дні тому
@@LesterSuggs that has nothing to do with the vehicle and everything to do with whether I’m paying attention or not
@LesterSuggs 2 дні тому
@@jimgoff1170 Of course Jim.
@CHIEF_420 9 днів тому
@TuSimple 🤝 @shell
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