23 Nov 2024 | VW EV Workers Threaten Strikes, Honda Launches Solid State Battery Line, and BMW Begin Neue Klasse Production
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Welcome back to news daily coming up today. Today launches a solid day battery line. Bmw begin the newer classic production and D, S, eight coming with four hundred and sixty six miles of range, plus they tuned because later in the show, i'll telly why lotus is moving from pure BBS to hybrids.

Well, good morning. Good after I know, good evening. Or if you are in the world, welcome to EV news daily or trusted source of E V information for satellite te twenty third of november and Martini and I go through every easy story so you don't have to hey, welcome to a new podcast producer, Steve.

Steve venza signing up a few days ago had a bit of a flory of people signing up fall on the same day. But I won't mention all the names at once because everyone get their moment in the sun, as IT were. Steve van sx, sign up as they produce up patron support, get the shows add free.

You can be like Steve by clicking on a link in the show. Now, a sorry about the background noise, if you are listening may be headphones, or you can hear some background noise. If you in the U.

K, you know that the certain parts of the country today, on saturday, it's blowing an absolute holy, as my aussie friends would say, IT really is. And i'm in the garage, at the bottle of the garden with a flat roof, and it's just pelting down. I've waited as long as possible to record, to see if perhaps the rain would die down.

But it's not so sorry about that in the background, if you can hear IT. Now we'll start with news of volts, marka and group on the brink of widespread strikes over the last twenty four hours. Talks between executives and union and leaders over the companies restructuring reach to stand still.

This impasse could significantly alter the workforce and Operational strategies of the german giants, where labor leaders have suggested an extra one point five billion euros that's one point six billion dollars in cost cutting measures to avoid factory closures. Their proposals include eliminating bonuses for two years and creating a fund to reduce working hours in less productive areas temporary. Additionally, though the labor leaders proposed a five point five percent wage increase for employees to support colleagues in sectors facing excess capacity, however, the unions have not revealed how they would achieve those savings.

Negotiations began on november twenty first two days ago. volts. Vagon had quarters at wells work. This is the third round of talks focused on wage agreements for the hundred and twenty thousand of the companies, three hundred thousand employees in germany. These workers are spread across six plants with the unique collective wage arrangement with just ten days left to finalize the agreement, the tension is high. Unions have threatened strikes at german locations starting in december on the first if no resolution is found.

Now vox vargin has asked for a ten percent wage reduction to lower costs and boost profits, seeming to stay competitive against chinese manufacturer and address the declining demand for european cars over him for the first time in its eighty seven year history, the companies considering closing plants on german soil and possibly repurposing its end in sight for contract manufacturing if management rejects the union proposal and I can't see personally them going for a five point five percent wage increase as they're talking about how to save billions, where the unions will demand a seven percent pay increase with no plans, closures. This could lead to the first major strikes of volks vagon german Operations since twenty eighteen, when fifty thousand workers protested over wage issues. The C A, one of the bloom, is under intense pressure to cut expenses in germany, where labor and energy costs to the highest.

Europe, where they make the vehicles. Yeah, I don't see that ending anytime soon, looking to shut three plants and make cost savings and the unions, one, a seven percent pay increase in guaranteeing that no plans will be closed. Those two sides are a long way apart at the moment, are they? Let's move on.

And ford has decided to exit there, part of a battery materials project in quebec for is withdrawing from a one point two billion dollar canadian, about eight hundred and sixty us. Andre, sixty million U. S, all a joint venture with sk on and the company called eo pro. Although the construction of the cafe lode active materials plant will continue without ford, ford's directly involved has now ended. The partnership was first announce August twenty twenty three to produce forty five thousand times of cathode active material each year by twenty twenty six.

These materials are essential MC or nickel management cobo batteries, which power many evs the plant was expected to support around two hundred and twenty five thousand ford evs every single year, marking fords first major manufacturing investment in quebec over the cancellation of forced three row EV program has LED to a decision to leave the joint venture. Well, this year the plan did face can some construction delays, giving eco pro the time to adjust the equipment inside the plant to produce the specific cathode types needed for the north american market. The impact of fords withdraw could go beyond the company itself, possibly affecting regional economic plans in quebec in the wide and north american AV manufacturing landscape.

Additionally, IT may prompt other automatic ers to keep their supply chains flexible. I think there's three notes. Four, there is more four main catholic active material types which are used across evs, whether that is a full bev, whether IT is an extended range E, V, A serious serial hybrid of plugin hybrid, soft hybrid, they will have different cathode materials. I think, like for me once, I think I need to look this up. But clearly, ford don't have a use for what was gonna made inside this facility.

And exciting that lets go to italy now a by the way, looking at the weather, i'd love to go to like two degrees IT was you know he says that feels like temperature on the forecasts on the apps feels like minus three degree celsius two days ago on wednesday or first this week like this is this is too cold for me. I'm fair weather these days. So let's all go to italy.

To the south of italy, we're very nice. Wouldn't go drinks a nice wine. However, is not all smiles at the moment that because italy budget for twenty twenty five, the new law introduced significant changes to encourage environmentally friendly cars. The government has doubled the taxes on non plugging cars to promote the use of zero emission vehicles.

This move lies italy with broader european trends about dating national catholic by moving away from diesel and petrol towards A V starting next year, the new tax measures will include fifty percent increase in taxes on company cars to make grain vehicles more attractive. Po ebs will be reduced to ten percent tax on company cars. Plug in hybrids will be twenty percent.

According to fleet magazine, italian companies are already responding by adding evs to their relates to meet corporate social responsibility goals, and this change only allows companies and italy to benefit from the upcoming tax cuts but support supporting their own envionmental objectives. However, high attacks on non electric cars does pose a chAllenge, especially since the average salaries in italy are relatively low compared to the high cost of living. This economic pressure could affect individuals who rely on traditional cars for daily commutes and personal transportation.

Now it's worth saying that italy's strategy does mirror other approaches. I've talked about IT recently here in the U. K.

We did a similar thing without autumn budget. Our new chancellor of the x jacket, Rachel reves, follows what you could call the norway model. Now the norway model is not to give money off of new EV.

you. So we haven't had that incentive here. We've got the plugging van grand, but the U. K. Doesn't have that incentive, hasn't had IT for a very long time.

I think I got IT on a couple of reno s always that I bought back in the day, maybe twenty eighteen or so, but still the way that norway has largely done IT, along with things like you know free transport in certain places and use of bus and taxi lanes. But norway just exempted bvs from the twenty five percent V A T tax since the nineteen. So yeah, you can buy whatever you want, but it's going to a lot more expensive to buy a perel odisio.

Italy, doing the same thing. The U. K, doing the same thing. You know, i've heard IT called carrot stick.

I'm not massively a fan of those of of calling IT like dad bt, rather than giving people the carrot of saying, well, here's some free money, go buy an eva they get hit with a stick if they want to go you know where people are coming from when they say that similarly, denmark offers substantial tax and V A T exemptions to encourage V. Use, all right, let's stay in the U. K.

Where is an is probably at the moment the most vocal against the U. K. Rules, which have been in place a year, which have been known to be coming for many years. And we know the ramp that happens over the next few years towards the end of the decade. But now, as i've been pointing out more than a few times lately on the pocard, regular listeners know this is somewhat of A A bee in my bont.

A lot of the car makers was six weeks to go, five weeks to go until the end of the year, are saying we can't possibly hit these targets you set for us in january and often know a long way before that. Can we please be excused for not selling enough electric vehicles? Of course, this is a big manufactured in the northeast.

And sound erlon here in the U. K. That leave the area is made here as well.

Big battery plant A, E, C is here. And so this, and a big part of the U. K.

Economy, they should be listened to. Mission has asked the U. K. Government to you turn on its EV rules. The company argues that weak consumer demand is making IT hard for manufacturers to meet the governments targets, which will lead to heavy fines. And yes, that's true.

But also how old is the this and leaf now, which by the way, is great, which by the way, if you use any of the least websites, the one that is I tend to go it's got at least local, i'm doring them. But there's also there's lot of leasing dog calm and you know octopus who sponsor me do leasing, but I tend to have a look at that. And on the home page of many of those least websites is the this and leef right now for one hundred and forty nine pounds a month, which is a Stellar deal because you can still dc fast charging many places in this country on chat mo.

Not as many plugs as C, C, S, too, obviously, and they'll do a decent range. The boat on that thing is huge. The leaf is a little long in the tooth, but it's a great car.

And four hundred and forty nine pounds a month. My wife was saying now, and I wish I love that more, because we need to change something in the new year. We sold this, that s we think, anyway.

And so he needs something we for one hundred and one. And IT wasn't much. He was like two or three ground down.

So obviously you amatis ed that over the two, three, four years to get a real monthly number. We not kidding ourselves. We don't do that without cars by old ars. And i've lost so much money and appreciation on the ut v lately, i'm thinking out saw IT.

I'll just god just go in at least like everybody else does for two, three years and and ride out this whatever wave of, I don't know, I think the EV depreciation thing is all done and just IT now that I think anyway, but I don't don't quote me not financial advice back to this. And two days ago, this and joined other carmakers bmw, ford, atlantis, teletype to invoke sargon in a meeting without transport secretary and business secretary to discuss the move to evy and the tough serve Mandate requirements. Despite these concerns, the U.

K. Government came out afterwards and said they have no plans to change, that they hear what the car industry is saying and that they want more lenient. See but there's the breaks you've known it's coming should have made more reviews, more cheap er, V, V sooner because many of the other companies will hit obviously, tests will hit IT.

Polestar hit the hundred percent E, V, but other companies are doing very well. Mister, need a bit help. Ford probably don't want to be looking at the numbers at the moment because they're only really got the must maki to sell the explore r and the cape a very new.

They're not because they're so new, they're not able to start really heavily discounting them yet. IT would be a bit of a disaster if you introduced the cpr e last month, two months ago. Whatever was in then start doing big discounts before the end of the year in order to sell more, not to be fined.

Now the chAllenge for car makers is evident. And you know, at the minute, pure bears about eighteen percent of the U. K.

But obvious ly october, I mentioned the yesterday was twenty two percent. And I think we'll get there for many of the car makers. So nan is the one really stick in their head above the parapet.

And so we need to change here. We need to be let off. We're going to be facing fines the minute U K. Government, not bending on that right, stick around, do when we come back or talk solid state batteries and bmw launching the next gene class models in hungry stick around back in the moo .

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dot on we fair, every style, every home. All right, let's talk about D. S. now. D S is set to unviable.

Its new D, S, eight is an all electric faster back, which boasts a very impressive range of four hundred and sixty six miles. That seven hundred and fifty kilometers. W L T P, hey, that's mercedez benz I U S territory, if you ask me.

Now the D, S, A will achieve its extended range through arrow improvements, active air intakes in the front bumper and a redesigned windscreen and bonnet with very sleek appearance, while the dsa shares design elements with the purge O E five w eight and three w eight in the boxes. Le grand land IT stands out as very more streamline, more luxurious as well as I think the D S. Is leaning inside.

Now the D, S, eight will make its full I, V before the end of this year, marking a significant milestone for the french premium brand. IT will replace the current D, S, nine, aiming to strengthen that presence in the european market where IT IT has struggled to establish a strong football ld. A decade after becoming a standalone brand, D S.

Is intensifying its efforts to compete with established players in the luxury EV sector. And if they can do what genocide has done, which is that feeling of luxury at a slightly more affordable Price point than D, S, might start to cut through a little, a bit more. D, S, is really interesting.

I, but they probably have the biggest profile here at the moment. wow. To come with well over four hundred and fifty miles of range would be very, very impressive.

That would put them on the map. Now honer has advanced their EV ambitions. They got a bunch of journalists together this week and unveiled their first all solid state battery demonstration production line.

Solid estate batteries offer big advantages over traditional lithium n batteries ies, in theory at least higher energy dense and improved safety. Unlike many car makers that have limited their efforts to experiments in the labs or strategic investments in third parties, honors say they're gearing up for large scale production, a hn spokesperson said. And I quote, it's not merely trying to establish a lab level technology and quote, this facility will replicate the process is designed for mass manufacturing, equipped with state of the art machinery.

These lines will weigh in mix, electronic materials, code and roll press, the electoral assembles, the former of the cells, the module assembly as well on the plans to introduce C, V models features solid battery technology by the end of this decade. It's interesting some people are further ahead. Some people are talking IT up the world's biggest EV make a cat l say that they are spending a lot of money on this but they're gonna hang the hat on IT but they say it's it's fabulously difficult that's my phrase.

Not there, but cls then not convinced by full solid state batteries, perhaps semi solid state and actually the technology we've got right now and that's coming. So the batteries ies have had for a long time, the L F P cells N M C N C M is called as well, and cna sodium batteries all coming along with other technologies as well in cl saying, well, we're not convinced as the japanese, the hondas in the toyota the world, but will wait and see. Now let's move on and talk later.

next. The name is very close to my heart, even though they owned by the chinese these days. I grew up not too far from heavy and his dangler, or you haven't got the north of accent anymore.

How that's how many my relatives talk like that because they're all back in north a can suffer. And I made IT was always growing up. I made IT a point not to speak like that because I knew I went to work on the radio, didn't.

Anyway, and I did. I did they I sleep into IT someone I know. And then so I did. And I I didn't want. I ended up being on the radio for twenty, my back story.

And I figured I couldn't sound like all of my friends do from east anglia, so that I purposefully made myself speak with out the accent. That's why don't speak like that there. Anyway, not everyone, not everyone from north cast the accent.

But I do love, I love going home. I still call IT how ty six indorse A I still got at home. Oh my gosh.

And so a lotus has a very warm place in my heart. I love hathor and and the driving past the factory, growing up and stuff like that. Now obviously all different these days.

Now IT is all different for their future. Lotus has changed its plan to become a fully electric brand. Instead, they, like many others, are now making warm overtures towards hybrid cars.

This comes as a luxury bia is telling them that they are hesitating towards for the electronic cars. Other recent motor show in grand show in china, the latest CEO introduced what they called the super hybrid technology. Now this system combines ultrafast, plugging, charging and a turbo charged combustion engine that's a generator aiming to deliver six hundred and eighty miles of range.

Specific models not named. Experts believe this technology would help a vehicle like the current electoral, which is the large S. U. V, and the mayor, which is the large saloon, and also help IT compete with vehicles like the portion. Again, this change cause as plugging hybrids and extended range of vehicles become more popular in china.

And I think more people are talking about eaves, extended range, geo electric vehicles, all it's almost a buzzword i've gotten be onest with you because a lot of people saying, well, people are buying E, V. As quick as we thought as we were promised. This is all post pandemic targets being set, long waiting lists.

All the car companies threw themselves into fully v and and now starting to go the world. Maybe we'll want to do other things as well. So eav is not a new thing. The bmw I three was exactly that.

And if you think that was where IT all began, the heavy volts is saying, or excuse me, I was here first and and IT goes back further than that and that many faces had of an engine as as a generator. And so this isn't particularly new, but IT does get talked about in a new way as like this isn't a gg in hybrid, isn't A V, this is an a red or it's new and sexy, right? anyway.

And so pull sure gna throw themselves into that. But they look my worry here is another a little bit editorial context from my perspective. And you feel free to disagree gm to this as well. Went last customers think might want hybrid ds, and so we'll introduce those. And so that's cool.

We all ask great what what does that mean? Plug in hybrid E F soft hybrid forty eight vote and and also what is that technology? Because you've spent you know, you have really bet the house on the L T I M technology.

G M, which theyve now boned, don't call A L T M technology. It's just battery ies. And so they have no answer because they didn't have an answer to any of those questions.

Don't nothing in the E D, no hybrid chinese gy. The and because car companies work on various time scales, china kind of changed everything. But say it's three to six years.

I kind of worry that by the time a lot of these vehicles are going to be coming out at the end of the decade, he in three to six years time, by the time you go through the process of supply chains, of validation of getting the cars to market, china is doing, if very quickly, that the consumers are gonna. Oh, we're ready for full bath now, so I don't know. I'm not running a car company and not writing the chest IT must be really hard to try and predict the future, but that's what lot is are doing now.

Bmw, this is exciting news. Bmw just began production of its all electric new vehicles new year classa at the hungarian facility, marking a big step in their E V strategy. These initial models are not going to go on sale, but they are essential for testing the all electric variants of the new year classes.

I, X, three is coming first. We know it's going to be coming early next year, is full scale production by the end of twenty twenty five. Details about the all electric x model remain limited, and we're seen the vehicles flying around with camera lage to the I X three.

The ee three is going to come as going to be a sedan using the I three name. I'm really excited about noy classes. I just think it's gonna be really interesting technology that moves things forward.

Many ways. I can't wait to watch IT. Now let's go. Batteries and cat mention them already today, the world's top E V battery maker is expanding its battery recycling Operations across the europe.

According to bloomberg, this initiative to inside with cats plan to start producing battery cells with their hungry and facility in twenty twenty five. Jason chen is the european regional head facto, signing the companies negotiating with several european governments, including hungry, to find ideal locations for a battery recycling centers by doing IT locally. C with support will support manufacturing in europe beyond recycling.

That also an early talk with the regional supplies to secure raw materials within europe, the recycling efforts might involve partnerships with local businesses or subsidiaries, for instance, supplies tesla, V W, neo X P, toyo's, honer and more, and they have a forty three percent share of the evy market in october. One time is getting on. Look at that. We will take another quick break and then will be back in a moment.

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every home. I welcome back to the podcast. But what about these all materials? Well, as the global evy market grows rapidly and don't let anybody tell you that it's not the european union is ramping up efforts to secure its own supply of raw materials essential for technologies like this.

This strategy aims to lessen the dependence on china, which currently controlled over two thirds of the world's production of key metals. Like live a cobalt. And it's where IT all comes from, is whether economies of scale are.

And let's face IT, it's where IT is cheapest. Now rare earth minerals are crucial, any for v batteries, but for wind turbines and renewables. And with the push for Green energy gaining speed, the demand for these materials expected to write sharp, he said.

The E. U, is setting ambitious goals to ensure that by the end of the decade, twenty five percent of the mineral needs come from recycling alone. Experts warn that these reaching far reaching targets are going to be difficult because of china's stranglehold on the market.

The e use reliance on a single supply and makes its supply chain very vulnerable, especially amid geopolitical tensions. Recent trade disputes between brussels, beijing, just go to highlight the need for the eu to have its own alternative sources of critical materials in the us. Have been trying to do exactly the same thing.

And on to see is my big worry about the inflation reduction act going. And it's not because of the seven half thousand dollars, often a new car in the united states, that is surely welcome for anybody who wants to buy one. But that is the very public facing bit of the policy.

And I understand why so many people supported the republicans who have promised to ditch IT as quick as possible because I get IT. You know, if you're looking at your neighbour getting almost ten ground off a car and you didn't get IT off the truck, the u port, because IT runs on gasoline ine, i'd be pretty myth as well. But that's not the point of the inflation reduction act, the point of the federal tax credit.

The free money of a car, so to speak, is that every year on january, the first IT gets harder and harder to achieve. This is going to be a bunch of car makers on first of january coming up that lose the tax credit because of the minute it's sixty percent. Non china is going to be seventy percent.

And that ramps up and up by the end of the decade, ensuring that through this leaver, the bite administration pulled that the U. S. Would have its own strong domestic supply chain, a decent cost and forcing the and also spending a tone of money in other, other areas to make that happen.

And when you get rid of that, sure, your neighbor, or might not get a free, almost you seven hour ground of a car. So job done is a winner, right? No, because then why would all the other bits of the ira fall into place? As well as the little bit, which is the headline, which is the free money of a car.

And so if I was looking investing in the U. S. Without the extra help from the government, I just going get this stuff from china where it's cheapest and and wait to be told I couldn't.

No, you can't sell a chinese EV in the U. S. But you concerned put chinese materials in the battery.

And if the tax credit goes away, I mean, who cares where the battery comes from? And IT will see all of that brilliant work has been done over the last four years to china. IT might not happen.

I'm not an economist, so feel free to do me. But I think it's a really shame if IT does go. I probably ably well for political, political reasons.

But what a shame that would be after amazing start the U. S. On the right half.

And you know if you're signing if you're looking at the bottom line, I okay, where this stuff comes from, my day from china is cheap. Er, great. Put that in the battery and sell that to an america, that's fine.

You know if you're ford, N G M and you jeep and RAM, where's the battery come from? No one cares. Just make a great car right? Make IT cheapest possible and make IT brilliant.

And that means using china battery stuff. That's fine. But I think its a shame.

And obviously the european I want to get in the same route like we need to do our own thing here. Write couple more stories. In london. There's a new electric bus t route three, five minutes with the new electric ses from the spanish manufacturer, say resort. And they look like trams because they are single decades.

And theyve got a pantograph, which is the charging technology and armed like structure on the roof that allows for very quicker recharging the two end points to the route. Each charging session takes six minutes, and that totally eliminates the need for long, overnight charging. These buses look cool, very spaced, aged, by the way, very space like appearance, very streamline, very curved windscreen.

They like trams. And on esty, the story of why electric trams disappeared from the roads of our cities in europe, U. K. America, IT really is the story of the multiply industry and the oil industry doing away with them. Me, it'll be a fascinating bonus podcast if I ever to sit down and write the story of where did trams go because they were everywhere and they're very good and they should be brought back anyway. And and so in london, we are doing sort of stuff like that.

They are electric buses, but with the pantograph to do the charging awesome bus stop com, no, sorry, bus news stock com, right? And I quote, with this deployment, root, three, five votes has become the first in london on these ultrafast opportunity charging. The inability system has provided charges with the infrastructure of two ultrafast four hundred and fifty kilowatt charges at each end of the line and one hundred killer charges inside the depot.

The buses feature the later generation of the battery's ultrafast pantograph charges with an inverter system to make IT possible for them to recharge in less than six minutes. K, right. And finally, x on mobile and LG have got together.

And x on mobile, who you go? yeah. Okay, there are oyl company, right? yes. But also they're going to be supplying LG with lithium, a liya im supply two days ago, x on mobile sign an agreement with LG to supply one hundred thousand metric tons of lithium carbonate over multiple years. The agreement in highlights the increasing need for secure domestic sources of essential minerals. The lithium will be extracted from upcoming x on mobile sites in the united states and supplied to LG new cathode production facility in tennessee.

The tennessee plant, which began construction last december with almost a year into that, is expected to produce sixty thousand metric tons of lithium carbonate annually, is one of the largest facilities of its kind in the united states and again, is a result of all of the focus on investment, on having a strong USA that we will do its own thing apart from china, and we'll see how long that last. Let's hope he does. I really hope he does that your podcast for that, I thank so much for listening.

As always, thanks to our premium partners of the podcast. Portion of the village in since ini aud sinani east and involve cars are of of since anatto east national car charging on the U. S.

Mainland and the low car charging why Derek willi from nevo ie and the ne vo E V reviewer and youtube channel and octopus crow's global public charging made simple with one map and one, a map, one and one map. Bunny said IT like a hundred. Thanks for less in sima. And remember, there's no such thing. There's a self charging hebrid.

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