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What Changed In The EV Industry In September & October?

What Changed In The EV Industry In September & October?

November 29th, 2018 by Zachary Shahan 

It has been some time since I wrote a “What Changed In The EV Industry … ?” article, so I’m now rolling by means of three months of stories as we strategy the top of November.

Under is a roundup of notable September and October electrical car information.


Tesla Stuff

The Tesla Mannequin three turned the fifth greatest promoting automotive in the USA, after which the 4th greatest promoting automotive.

On account of a excessive common promoting worth, that additionally meant the Mannequin three has been the most effective promoting automotive within the US when it comes to income month after month since August.

Tesla additionally began outselling all different luxurious automakers within the USA, gobbling up market share in key classes.

The Mannequin S continued to outsell (by a large margin) its giant luxurious automotive rivals within the States.

General, Tesla crushed any earlier EV gross sales report with 83,500 deliveries in Q3 2018.

Tesla elevated its registered capital for the Shanghai Gigafactory to $681 million.

Tesla introduced the Mannequin three to the Paris Motor Present.

We decided that a UBS report on Tesla Mannequin three prices was wildly pessimistic and based mostly on illogical assumptions. We additionally highlighted that UBS had an extended historical past of incorrect pessimism on Tesla.

Tesla introduced plans to have its personal physique outlets.

Tesla introduced three new Grohmann machines on-line to succeed in a manufacturing fee of eight,000 battery packs per week, backed up by statements from Panasonic that it and Tesla have been ramping up battery manufacturing.

One yr of revenue from Tesla’s Huge Battery in Australia generated sufficient income to cowl roughly one-third the price of the battery.

Tesla Shuttle expanded into Florida with new routes in Southwest Florida (Tampa, St. Petersburg, and so on.). A few weeks later, it expanded within the US Northeast.

On the finish of an extended interview on Joe Rogan’s podcast, Elon Musk stated, “Love is the answer.” Certainly, it’s.

We launched our weekly #Pravduh About #Tesla stories, with a shocking 155 adverse Tesla headlines 26 constructive Tesla headlines within the opening week. In September as an entire, among the many 22 main media retailers we monitor, there have been 563 damaging Tesla headlines revealed and solely 122 constructive Tesla headlines revealed.

The SEC filed a lawsuit towards Elon Musk and Tesla. After a number of days, they settled, which included Elon Musk stepping down from the Chairman position however staying on within the CEO position. (Earlier than information broke, I defined why precisely rivals would like to see Elon Musk step away from Tesla.)

Bob Lutz predicted that Tesla will die inside 2 years. In fact, he has been predicting Tesla’s dying for years.

Electrical Automobiles

Electrical Vespa manufacturing lastly commenced.

Mercedes unveiled its absolutely electrical EQC SUV — reportedly 450 km of vary.

The Audi e-tron SUV made it throughout the Atlantic to the USA, and so did numerous specs for the long-awaited mannequin.

Byton unveiled the Okay-Byte in North America, on the Pebble Seashore Concours d’Magnificence.

Hyundai Kona Electrical manufacturing reportedly confronted delays — manufacturing hell? — because of low battery provide.

Volvo Automobiles and Baidu teamed as much as produce absolutely electrical and autonomous automobiles collectively.

Volkswagen’s CEO informed VW managers (in several phrases): “hey, you need to start driving electric.”

Volkswagen additionally indicated an intention to supply 10 million automobiles on its MEB platform and that the ID will include three totally different battery sizes and begin at a worth underneath $30,000.

Volkswagen additionally introduced plans for 16 new electrical automotive meeting crops, 1 of which is deliberate for North America.

Groupe PSA introduced that 15 new fashions can be electrified.

The first Blue Chook electrical faculty bus was delivered in North America.

Lightning Techniques launched an all-electric Ford E-450 cutaway & shuttle bus.

Ambev Brewery in Brazil ordered 1,600 VW electrical vans.

BYD slid into autonomous automobiles a bit with the special-edition Qin Professional.

Mercedes-Benz Vans launched the autonomous URBANETIC Versatile Mobility Idea.

MAN launched a 26-tonne electrical truck based mostly on TGM. It showcased different electrical automobiles on the the IAA Business Automobiles 2018 present as properly.

2019 BMW i3 specs have been revealed, indicating 153 miles of vary for the up to date mannequin.

Chrysler introduced that the Portal electrical minivan will probably be produced in 2020.

New Flyer benefited from Canada’s largest electrical bus order in historical past, profitable a contract to offer 40 electrical buses to Montréal & Laval.

Henrik Fisker mentioned plans of a $40,000 EV with lengthy vary and superfast charging. The firm additionally plans to have a totally autonomous shuttle in service within the US in 2019.

China set a brand new electrical automotive gross sales report in August (reported in September), after which set a much bigger gross sales document in September.

Norway additionally set a brand new international document, reaching 45–48% electrical automotive market share within the month of September. Plug-in automobiles general accounted for a document 60% of latest automotive gross sales.

EV Charging

Nissan & EVGo opened the I-95 Quick Charging ARC, connecting Boston and DC with quick charging stations.

GM & Delta Americas introduced they have been engaged on extraordinarily quick EV charging know-how — 180 miles in 10 minutes.

Kraftwerke & Jedlix teamed up on a sensible EV charging pilot targeted on demand-response options forming a digital energy plant.

CHAdeMO & Chinese language officers are working to create an ultrafast CHAdeMO charging commonplace within the nation.

ChargePoint introduced it plans to have 2.5 million EV charging stations operational inside the subsequent 7 years.

Lucid Motors chosen Electrify America as its charging community supplier.

Audi, Amazon, Electrify America, & Arcadia Energy teamed up for an EV charging collaboration.


LG Chem raised its 2020 battery manufacturing goal 29% from 70 GWh to 90 GWh.

EV Volumes confirmed how EV battery chemistry has been shifting over the previous a number of years.

Different EV Stuff

Cruise Automation

Honda invested $2.75 billion into Cruise Automation.

Kreisel Electrical launched an automatic 2-speed electrical automotive transmission.

NIO, an EV startup out of China, had an preliminary public providing (IPO).

Saudi Arabia invested $1 billion into California EV startup Lucid Motors.

Proterra closed a $155 million financing spherical that was led by Daimler and Tao Capital.

Might Mobility, a Michigan-based low-speed autonomous shuttle service operator, added two new routes in Columbus and Grand Rapids, Michigan.

A 10 yr extension to the US EV tax credit score was launched in Congress. It’s not going to undergo, however perhaps some type of extension or enchancment will.


In fact, the most important EV information in October is that we launched our new EV driver report, Electrical Automotive Drivers: Calls for, Wishes & Goals. All different EV information pales as compared. ?


The Tesla Mannequin three was scored the most secure car ever examined by the NHTSA — by far. The Mannequin S was #2 and Mannequin X #three.

Tesla launched the Mannequin three Mid Vary.

Tesla unleashed model of its in-car software program. (Paul Fosse additionally revealed his personal impressions of the replace.)

Maybe probably the most notable a part of the software program replace was the addition of “Full 360 degree view” for Autopilot.

Shortly after that, Tesla rolled out Drive on Navigation for these with Enhanced Autopilot.

Tesla expanded its referral program, massively.

Tesla Mannequin three motor & gearbox survived 1 million miles of testing.

Tesla opened up its elements catalog and car diagrams for the general public.

It was reported that Tesla was rushing up its Shanghai Gigafactory on account of Trump’s commerce conflict with China. The firm additionally sped up hiring for construction-related jobs for the manufacturing unit and absolutely acquired ~1300 acres of land within the Shanghai Lingang Gear Industrial Zone for its Gigafactory three.

It was additionally revealed that the Shanghai Gigafactory would produce the Mannequin three and Mannequin Y to start out.

The Metropolis of Taipei, Taiwan, and Tesla joined forces “to establish a new 1.5 hectare hub to help local startups find footing and get training for new energy ventures in the city.”

“The Tesla Effect” began hitting CNBC airwaves.

A serious multi-year Tesla brief vendor switched and have become a Tesla lengthy … citing Four CleanTechnica Tesla gross sales charts within the course of. The shocking transfer appeared to end in a $1.11 billion rise in Tesla inventory the next day.

It was decided that Tesla gross sales crushed Jaguar & Porsche gross sales worldwide within the third quarter, Tesla Mannequin S gross sales crushed the competitors within the US. Associated: 18 Nasty Tesla Charts

Evaluation after assessment of the Tesla Mannequin three Efficiency indicated it’s a superb car.

Tesla revealed a blowout financials report that confirmed robust manufacturing and gross sales in Q3, in addition to some respectable revenue. The convention name included … far more. Surprisingly, the main media protection of all of it was as insane because the pre-report protection. And solely CleanTechnica requested an important questions.

Electrical Automobiles

Jaguar delivered its first I-PACE for a North American buyer.

Zunum partnered with Safran for hybrid-to-electric airplanes.

CleanTechnica collected the inside track that Nissan is concentrating on manufacturing of a $45,000 electrical SUV.

Uniti opened an R&D middle within the UK.

IKEA introduced that it plans to have emissions-free deliveries in 5 cities by 2020.

UPS launched a first-of-its-kind city electrical supply cargo bike.

BYD launched two new electrical tug choices.

Bollinger B2 electrical pickup particulars rolled out.

It was revealed that Angela Merkel had been placing strain on German automakers to affect quicker.

Audi kicked off electrical motor manufacturing at a manufacturing unit in Hungary.

Audi was additionally reportedly hit with a 10% worth improve on LG Chem batteries as a result of excessive demand for batteries within the industry.

Dyson introduced it was about to start out development on a Singapore electrical automotive manufacturing unit that might be producing automobiles by 2021.

Chery is beginning to sneak Chinese language electrical automobiles into Europe.

Volkswagen began constructing its first absolutely electrical automotive manufacturing unit, simply outdoors of Shanghai in China.

Volkswagen & Ford reportedly agreed to start out partnering on electrical and autonomous automobiles.

Volkswagen Group, Mobileye, & Champion Motors “announced plans to commercialize Mobility-as-a-Service (MaaS) with self-driving vehicles in Israel.”

WM Motor, a Chinese language EV startup, raised an extra $288 million.

Mary Barra of GM launched a sneaky little Nationwide EV Mandate proposal.

Alta Motors closed its doorways.

Bosch launched an electrical van-sharing service in Germany.

An FCA manufacturing unit in Italy “is beginning preparations to produce the Jeep Renegade Plug-in Hybrid Electric Vehicle (PHEV) scheduled for market launch in early 2020.”

EV Charging

ChargePoint additionally launched Waitlist, to let EV drivers get in line digitally to cost at a charging station.

ChargePoint & EVBox partnered for roaming entry within the EU and North America.

Star Cost China and German firm Hubject “have announced a partnership they say will lead to the largest open platform charging network in the world. Combined, the two companies will have more than 100,000 charge points available to customers in China, Europe, and the US.”

Hubject additionally partnered with ReCharge to allow EV charging at public charging stations with out the necessity for RFID playing cards.

Google Maps up to date its app to incorporate an EV charging function.

Part 2 of Electrify America’s Four-stage electrification plan kicked off in California.

eMotorwerks, a California startup, launched a 30 megawatt digital power storage battery to work by way of its EV charging stations and related batteries.

Duke Power introduced plans to roll out 530 new EV charging stations in Florida.

Xcel Power, a Minneapolis-based utility, “announced plans to invest more than $25 million in support of electric vehicles (EVs).”

Nissan acquired vehicle-to-grid approval in Germany.

Fastned, a Dutch firm, and REWE began piloting EV quick charging stations at supermarkets in Germany.

Wallbox, a Spanish firm, rolled out an industry-first residence EV quick charger.

Tritium, in the meantime, introduced it goals to convey 475 kW charging stations to fuel stations by way of funding from Gilbarco Feeder-Root.

ABB unveiled new and refreshed EV quick charging stations.

Porsche introduced plans to put in 700 EV quick charging stations at places around the globe.

Different EV Stuff

BMW & Northvolt teamed as much as arrange end-to-end EV battery recycling.

Audi & Umicore introduced they’re creating closed-loop battery recycling.

An unbiased engineer received all however three of 56 Waymo patent claims blocked relating to its 936 patent, a serious level of IP battle between Waymo and Uber.

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Tags: audi, BMW, BYD, chargepoint, China, China EV gross sales, daimler, electrical buses, electrical vans, Electrify America, Elon Musk, EV gross sales, Ford, GM, Hubject, Mercedes, Nissan, Tesla, Tesla China, Tesla funds, Tesla Gigafactories, Tesla Gigafactory three, Tesla Mannequin three, Tesla Mannequin three gross sales, Tesla Mannequin S, Tesla gross sales, volkswagen, volvo

Concerning the Writer

Zachary Shahan Zach is tryin’ to assist society assist itself (and different species). He spends most of his time right here on CleanTechnica as its director and chief editor. He is additionally the president of Essential Media and the director/founding father of EV Obsession and Photo voltaic Love. Zach is acknowledged globally as an electrical car, photo voltaic power, and power storage skilled. He has introduced about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, and Canada.

Zach has long-term investments in TSLA, FSLR, SPWR, SEDG, & ABB — after years of masking photo voltaic and EVs, he merely has a whole lot of religion in these specific corporations and seems like they’re good cleantech corporations to spend money on. However he provides no skilled funding recommendation and would quite not be chargeable for you dropping cash, so do not bounce to conclusions.

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