What has changed in the electric vehicle industry in September and October?


November 29, 2018 by Zachary Shahan

It's been a while since I wrote an article entitled "What has changed in the electric vehicle sector …?", So I'm going through three months of news as we approach the End of november.

The following is a summary of important news on electric vehicles in September and October.


Tesla Stuff

The Tesla Model 3 became the 5th best-selling car in the United States, then the 4th best-selling car.

Because of its high average selling price, this also means that the Model 3 is the best-selling car in the United States in terms of revenue, month after month, since August.

Tesla has also begun to sell more than any other luxury automaker in the United States, gobbling up market share in key categories.

The Model S continued to outperform (by far) its competitors of the big luxury cars in the United States.

In total, Tesla broke all records in electric vehicle sales with 83,500 deliveries in the third quarter of 2018.

Tesla increased its share capital for the Shanghai Gigafactory to $ 681 million.

Tesla brought Model 3 to the Mondial de l'Automobile.

We determined that a UBS report on the costs of Tesla Model 3 was extremely pessimistic and based on illogical assumptions. We also pointed out that UBS had a long history of incorrect pessimism about Tesla.

Tesla has announced plans to have its own body shops.

Tesla has put 3 new Grohmann machines online to reach a production rate of 8,000 battery packs a week, supported by statements from Panasonic that she and Tesla were increasing battery production.

The revenue year of Australia's big Tesla battery generated enough revenue to cover about a third of the cost of the battery.

The Tesla shuttle extended to Florida with new connections in Southwest Florida (Tampa, St. Petersburg, etc.). A few weeks later, he expanded into the northeastern United States.

At the end of a long interview on Joe Rogan's podcast, Elon Musk said, "Love is the answer." Indeed, that's the case.

We launched our #Pravduh About #Tesla weekly report, with an impressive 155 negative headlines for Tesla and 26 positive Tesla headlines during the opening week. In September, 563 negative headlines on Tesla were released and only 122 headlines on Tesla.

The SEC has filed lawsuits against Elon Musk and Tesla. A few days later, they settled, which led to Elon Musk leaving his position as chairman of the board but retaining his position as general manager. (Before announcing the news, I explained why exactly competitors would like to see Elon Musk move away from Tesla.)

Bob Lutz predicted that Tesla would die within two years. Of course, he predicts the death of Tesla for years.

Electric vehicles

The production of electric Vespa has finally started.

Mercedes unveiled its fully electric EQC SUV, which would have a range of 450 km.

The Audi e-tron SUV has crossed the Atlantic up to the United States, as well as various specifications of the long-awaited model.

Byton unveiled K-Byte in North America at Pebble Beach Concours d'Elegance.

Hyundai Kona Electric production reportedly lagged – the hell of production? – due to low battery power.

Volvo Cars and Baidu have teamed up to produce fully electric and autonomous cars together.

The CEO of Volkswagen told VW officials (in other words): "hey, you have to start driving electric. "

Volkswagen has also announced plans to produce 10 million vehicles on its SEM platform and says the ID will come with 3 different battery sizes and will be priced at less than $ 30,000.

Volkswagen has also announced plans for 16 new electric car assembly plants, one of which is planned for North America.

The PSA Group has announced that 15 new models will be electrified.

The first Blue Bird electric school bus was delivered to North America.

Lightning Systems has launched a fully electric Ford Shuttle and Shuttle bus E-450.

The Ambev brewery in Brazil has ordered 1,600 VW electric trucks.

BYD has slipped a bit in autonomous vehicles with the Qin Pro Special Edition.

Mercedes-Benz vans presented the autonomous URBANETIC flexible mobility concept.

MAN introduced a 26-tonne electric truck based on TGM. He has also introduced other electric vehicles at the IAA Commercial Vehicles 2018 show.

The specifications of the BMW i3 2019 have been revealed, indicating a range of 153 miles for the updated model.

Chrysler has announced that the Portal mini-van will be produced in 2020.

New Flyer received the largest electric bus order in Canada in its history and won a contract to supply 40 electric buses in Montreal and Laval.

Henrik Fisker discussed the $ 40,000 VE project with long-range and ultra-fast charging. The company also plans to bring a fully autonomous shuttle to the United States in 2019.

China set a new electric car sales record in August (announced in September), followed by a larger sales record in September.

Norway also set a new world record, with electric car market share of 45-48% in September. Rechargeable cars globally accounted for a record 60% of new car sales.

EV refill

Nissan & EVGo has opened the I-95 Fast Charging ARC, connecting Boston and DC to fast charging stations.

GM & Delta Americas have announced that they are working on an extremely fast charging technology for electric vehicles – 180 km in 10 minutes.

Kraftwerke and Jedlix collaborated on a smart electric vehicle charging pilot project focused on demand response solutions forming a virtual power plant.

CHAdeMO and the Chinese authorities are using it to create a high-speed CHAdeMO load standard in the country.

ChargePoint has announced plans to introduce 2.5 million EV charging stations in the next 7 years.

Lucid Motors chose Electrify America as a charging network provider.

Audi, Amazon, Electrify America and Arcadia Power have teamed up to collaborate on charging electric vehicles.


LG Chem has raised its battery production target for 2020 by 29% from 70 GWh to 90 GWh.

EV Volumes showed how battery chemistry EV evolved in recent years.

Other products EV

Cruise automation

Honda has invested $ 2.75 billion in Cruise Automation.

Kreisel Electric has launched a 2-speed automated transmission for electric cars.

NIO, a Chinese start-up based on an electric vehicle, has been the subject of an initial public offering (IPO).

Saudi Arabia has invested $ 1 billion in Californian startup Lucid Motors.

Proterra closed a $ 155 million financing round led by Daimler and Tao Capital.

May Mobility, a low-speed, Michigan-based low-speed shuttle service operator, has added two new routes to Columbus and Grand Rapids, Michigan.

A 10-year extension of the US Electric Vehicle Tax Credit was introduced in Congress. This is not the case, but perhaps an extension or an improvement.


Of course, the biggest news about electric vehicles in October is that we launched our new report on electric vehicle drivers, Drivers of electric cars: claims, desires and dreams. All the other news about electric vehicles is hardly comparable. ?

You're here

Tesla Model 3 ranked as the safest vehicle ever tested by NHTSA – from afar. Model S was No. 2 and Model X No. 3.

Tesla introduced the mid-range model 3.

Tesla launched version 9.0 of its embedded software. (Paul Fosse also posted his own impressions on the update.)

The most notable part of the software update was probably the addition of the "360 degree view" for the autopilot.

Shortly after, Tesla launched Drive on Navigation for Enhanced Autopilot users.

Tesla has expanded its reference program massively.

The Tesla Model 3 engine and gearbox has survived 1 million kilometers of tests.

Tesla has opened its parts catalog and vehicle drawings to the public.

It has been reported that Tesla was speeding up its Shanghai Gigafactory because of Trump's trade war with China. The company has also accelerated the recruitment for works related to the construction of the plant and acquired approximately 1,300 acres of land in the Shanghai Lingang Equipment Industrial Zone for its Gigafactory 3.

It was also revealed that the Shanghai Gigafactory would produce models 3 and Y to start.

The cities of Taipei, Taiwan, and Tesla have joined forces "to create a new 1.5-hectare hub to help local startups find space and train new energy companies in the city.

"The Tesla Effect" began to hit CNBC.

A major multi-year seller on Tesla changed stores and became a Tesla long … citing 4 Tesla CleanTechnica sales charts in the process. This surprising move seemed to translate into a $ 1.11 billion increase in Tesla's stock the next day.

It was determined that Tesla sales crushed Jaguar & Porsche's global sales in the third quarter, while sales of Tesla Model S crushed competition in the United States. Related: 18 Nasty Tesla Graphics

Review after review of the Tesla Model 3 Performance has indicated that it was a glorious vehicle.

Tesla released a financial report on financial losses showing strong third quarter production and sales, as well as decent earnings. The conference call included … a lot more. Surprisingly, the major media coverage in this area was as crazy as prior coverage. And only CleanTechnica asked the most important questions.

Electric vehicles

Jaguar delivered its first I-PACE to a North American customer.

Zunum is associated with Safran for hybrid electric aircraft.

CleanTechnica garnered the scoop that Nissan is aiming for the production of a $ 45,000 electric SUV.

Uniti has opened an R & D center in the UK.

IKEA has announced plans to offer zero emission deliveries in five cities by 2020.

UPS has launched the first electric city loading bike of its kind.

BYD has introduced two new electric tug offerings.

The details of the Bollinger B2 electric pickup are unveiled.

It was revealed that Angela Merkel was pressuring German automakers to speed up electrification.

Audi started production of electric motors in a factory in Hungary.

Audi would also have been penalized by a 10% increase in the price of LG Chem batteries due to the strong demand for batteries in the industry.

Dyson announced it was about to start building an electric car factory in Singapore that would produce cars by 2021.

Chery begins to introduce Chinese electric cars in Europe.

Volkswagen has started building its first fully electric car factory, just outside Shanghai China.

Volkswagen and Ford would have agreed to associate with electric and autonomous cars.

Volkswagen Group, Mobileye and Champion Motors "have announced their intention to market the Mobility as a Service (MaaS) system with autonomous vehicles in Israel".

WM Motor, a Chinese start-up specializing in electric vehicles, has collected an additional $ 288 million.

GM's Mary Barra presented a sneaky proposal for a national mandate on electric vehicles.

Alta Motors has closed.

Bosch has launched a van-sharing service in Germany.

FCA plant in Italy "begins preparations for the production of the Jeep Renegade Rechargeable Hybrid Electric Vehicle (PHEV) which is expected to be commercialized in early 2020".

EV refill

ChargePoint also introduced Waitlist to allow EV drivers to digitally go online to charge a charging station.

ChargePoint & EVBox is associated for roaming access in the EU and North America.

Star Charge China and German company Hubject "announced a partnership that will lead to the world's largest open platform recharging network, and the two companies will have more than 100,000 available charging points for their customers in China. , in Europe and the United States. "

Hubject is also associated with ReCharge to allow the charging of electric vehicles in public charging stations without the need for RFID cards.

Google Maps has updated its app to include an electric vehicle charging feature.

Phase 2 of Electrify America's four-stage electrification plan was launched in California.

eMotorwerks, a California startup, has launched a 30 megawatt virtual energy storage battery, which runs via its charging stations for electric vehicles and associated batteries.

Duke Energy has announced plans to roll out 530 new electric vehicle charging stations in Florida.

Xcel Energy, a Minneapolis-based utility, "has announced plans to invest more than $ 25 million in support for electric vehicles (EVs)."

Nissan has received vehicle approval to the network in Germany.

Fastned, a Dutch company, and REWE have started piloting fast charging stations for electric vehicles in supermarkets in Germany.

Wallbox, a Spanish company, has developed a first quick charger for domestic vehicles at home.

Tritium, meanwhile, has announced its goal of bringing charging stations of 475 kW to gas stations thanks to an investment from Gilbarco Feeder-Root.

ABB has unveiled new and refreshed fast charging stations for electric vehicles.

Porsche has announced plans to install 700 EV fast charging stations worldwide.

Other products EV

BMW and Northvolt have teamed up to implement end-to-end recycling of electric vehicle batteries.

Audi and Umicore have announced that they are developing closed loop battery recycling.

An independent engineer blocked all of his 56 patent claims on Waymo, with the exception of 3 of them, concerning his 936 patent, a major intellectual property dispute between Waymo and Uber.

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Keywords: audi, BMW, BYD, charging point, China, EV China sales, daimler, electric buses, electric trucks, Electrify America, Elon Musk, EV sales, Ford, GM, Hubject, Mercedes, Nissan, Tesla, Tesla China, Tesla Finance , Tesla Gigafactories, Tesla Gigafactory 3, Tesla Model 3, Tesla Sales Model 3, Tesla Model S, Tesla Sales, volkswagen, volvo

About the author

Zachary Shahan Zach tries to help the society to help herself (and other species). He spends most of his time here CleanTechnica as director and editor. He is also the president of Important media and the director / founder of Obsession EV and Solar love. Zach is recognized worldwide as an expert in electric vehicles, solar energy and energy storage. He has lectured on clean technologies at conferences in India, the United Arab Emirates, Ukraine, Poland, Germany, the Netherlands, the United States and Canada.

Zach has long-term investments in TSLA, FSLR, SPWR, SEDG and ABB. After years devoted to sun protection and electric vehicles, he simply has confidence in these companies and has the impression that they are good clean tech companies in which to invest. But it does not offer any professional investment advice and should not be held responsible for your loss of money, so do not rush.

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