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What Changed In The EV Industry In June & July?

I moved from Europe to the US at the end of June, so ended up skipping my monthly updates on what changed in the electric vehicle (EV) and solar energy industries. Now that I’m back at it this month, I’m combining big news from June and July. Enjoy this EV news roundup and let us know in the comments if you think I’m missing any biggies.

I moved from Europe to the US at the end of June, so ended up skipping my monthly updates on what changed in the electric vehicle (EV) and solar energy industries. Now that I’m back at it this month, I’m combining big news from June and July. Enjoy this EV news roundup and let us know in the comments if you think I’m missing any biggies.

Electric Vehicles

Thor UPS truck Workhorse UPS prototype

UPS started testing electric heavy-duty trucks from Californian startup Thor. UPS also placed an order for a whopping 950 Workhorse N-GEN electric delivery vans. I just had to double check, but that’s right — 950!

Faraday Future is back! It apparently secured $2 billion in financing to keep its EV dream alive. We’ll see where that goes.

Kia Niro EV now on sale in South Korea. Maybe we’ll see it in California and Alabama soon. Or not.

The Hyundai Kona EV, a cousin of the Kia Niro, landed a whopping 7,000 orders in Norway in just two weeks on the market there. Let’s hope Hyundai lines up the batteries.

Nissan announced that a new LEAF was being sold every 10 minutes in Europe. That sounds like a lot. That said, it’s nothing close to Tesla Model 3 demand. (CleanTechnica report coming.)

Volkswagen announced it will manufacture electric cars in the United States. Volkswagen will also offer the market electric vehicles for carsharing via its WE service — starting in Germany in 2019 and then expanding to large cities in Europe, North America, and Asia.

Jaguar says it is investing $18 billion into electric drivetrain development in the next three years.

Porsche, meanwhile, bought a 10% stake in noted Croatian EV startup Rimac Automobilii.

BMW’s US plug-in vehicle sales are now 7% of all BMW passenger car sales in the country, making it a leading plug-in vehicle automaker in relative terms.

Magna and Beijing Electric Vehicle Company (a subsidiary of Chinese auto giant BAIC) announced a plan to build electric cars together in China. Yup, another major auto company is growing tentacles in China.

Byton, an EV startup out of China, secured $500 million in Series B funding.

BYD joined the CharIN Ev charging standard association.

Boeing and the Japan Aerospace Exploration Agency announced they are working on lidar systems for electric flight.

Equator Aircraft’s P2 Xcursion electric-hybrid seaplane prototype took its maiden flight.

The 2019 Alta Redshift EXR electric motorcycle was rolled out.

Batteries

CATL shared that it will be building a battery factory in Germany for BMW and Volkswagen electric vehicles.

Energy Absolute, a battery storage company, announced that it is building a 1 GWh factory in Thailand that could grow to a capacity of 50 GWh — maybe.

Conamix joined the push to develop cobalt-free EV batteries — or at least unveiled it was part of that effort.

Hyundai and Wärtsilä have partnered to turn used EV batteries into stationary battery storage systems.

BYD powered up a new 24 GWh battery factory in China.

EV Charging

Free Volta Charging

Volta Charging raised $35 million in funding for further growth and development.

BP also wanted in on the EV charging fun and snapped up UK electric vehicle (EV) charging station network Chargemaster.

Honda, eMotorWerks, & Southern California Edison partnered on an innovative new smart charging program.

The UK enacted forward-looking legislation regarding EV charging and autonomous vehicles.

ChargePoint, a US charging giant, snapped up fleet energy management software producer Kisensum.

EV Sales

European EV sales rose 37% in June 2018 compared to June 2017.

Chinese EV sales rose 77% in June 2018 compared to June 2017.

In the Netherlands, EV sales rose 141% and Tesla had a record sales month.

In France, EV sales rose a much more modest 13%.

In the US, Loren McDonald noted that new EV models are now accounting for the majority of EV sales.

Tesla, Tesla, Tesla

What, you thought I forgot about Tesla?

Tesla got one foot out of production hell. It is (yet again) executing like many said it couldn’t.

That means that Tesla sales have skyrocketed. After passing a production target of 5,000 units a week, the Model 3 is actually the 7th or 8th best selling car in the United States and is crushing competitors in the small & midsize luxury car market. Furthermore, Tesla passed its 200,000th US delivery, kicking in the long phaseout of the federal EV tax credit for Tesla buyers (unless that tax credit policy gets modified).

Actually, Tesla’s production and sales rate has seemingly passed up Jaguar’s and Porsche’s.

So, it’s no surprised that certain billionaires have been losing massive amounts of money betting against Tesla. And those billions in paper losses have multiplied in the past few days thanks to CEO Elon Musk tweeting an intention to take the company private. But, but — what are all the shorts going to do with their time and money if Tesla goes private?

The company also announced a Shanghai Gigafactory and noted that the project would likely be funded via local bank loans. Tesla is also looking at building a Gigafactory in Germany.

Getting its financial ducks in order, Tesla also cut its workforce 9%. That included a large number of Tesla Energy staff.

On the autonomous side of things, Tesla has been quietly developing much quicker and better Autopilot tech. Want a deep dive into this topic? You can watch Tesla’s director of AI chat about developing a neural network for Autopilot here.

On the battery front, the Silicon Valley company emphasized that it is aiming to get cobalt content in its batteries down from 3% to 0%. Additionally, Panasonic noted that it is increasing battery cell production 30% by the end of this year to meet growing Tesla demand.

Mountain Pass Performance — which recently received its Tesla Model 3 and modified it a bit — shattered a certain track record (set by a BMW M3) in its new and improved Tesla Model 3.

And … Tesla opened its 10,000th Supercharger. How time flies!

Oh yeah, and CleanTechnica got a Model 3!

Other Goodies

Waymo autonomous van

Waymo has partnered with Walmart & 4 other companies for self-driving taxi service.

Waymo’s Jaguar I-PACE vehicles are also just hitting the streets of San Francisco.

Texas rolled in a $2500 rebate for fully electric and plug-in hybrid electric vehicles. Eh, Texans, got yourselves some EVs yet?

Sacramento is getting electric carsharing via VW settlement funding for its diesel emissions scandal. It’s great to see dirty money put to good use!

 
 
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Written By

Zach is tryin' to help society help itself one word at a time. He spends most of his time here on CleanTechnica as its director, chief editor, and CEO. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, Canada, and Curaçao. Zach has long-term investments in Tesla [TSLA], NIO [NIO], Xpeng [XPEV], Ford [F], ChargePoint [CHPT], Amazon [AMZN], Piedmont Lithium [PLL], Lithium Americas [LAC], Albemarle Corporation [ALB], Nouveau Monde Graphite [NMGRF], Talon Metals [TLOFF], Arclight Clean Transition Corp [ACTC], and Starbucks [SBUX]. But he does not offer (explicitly or implicitly) investment advice of any sort.

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