The EV Universe Report

Issue: 009

Welcome to this edition of our newsletter, where we bring you the latest and greatest in the world of electric vehicles and charging infrastructure. In today’s report, we’ll tackle some exciting developments and critical updates:

Exclusive ride-along and learnings of the Tesla Semi in Europe.

The commercial electric vehicle debuts at IAA Transportation.

The United States now has 12,000 electric school buses.

Average EV charging savings per state.

Tesla’s four new wireless charging patents.

Megawatt Charging launches from several key players.

EV Sales overview per country in the first half of 2024.

Keep reading and stay informed about the latest advancements and trends driving the future of transportation!

PS! If this newsletter is clipped in your inbox, click the “read online” button on the top right to see the full version conveniently online.

Exclusive: Tesla and Windrose Semi at IAA Transportation in Europe

Today we have some exclusive reporting from the IAA trade show in Hannover, Germany, thanks to our collaboration with the EV Universe.

We’ll spread the news throughout the newsletter, but here is the news the founder, Jaan, learned directly – and some exclusively – on two new electric heavy-duty market entries: Tesla Semi and Windrose Semi.

Tesla Semi would now be 100% ready for European market entry with the two Semis that they brought over – if it wanted to.

The Tesla Semi for Europe is called the European Development Platform in-house and the two trucks were slightly modified to be in line with European regulations, as two different team members confirmed they only had to change a bunch of the “little things”, like around blinker lights and wheel covers. Of course, Tesla needs to complete the full homologation, but with a regulation change, the longer cab design of the Semi will not be an issue due to its aerodynamic design.

The other news confirmed directly to Jaan is that Tesla is already saving space in the existing design of the Semi for the sleeper cab version – evident from the metal frame outside the truck in the back of the cab (video).

Jaan also had the opportunity to get an actual ride in the Tesla Semi. He reported the ride being smooth and quiet, and the truck having a turning radius similar to a Model Y. The Tesla team member driving confirmed they have developed an independent front suspension, and the regeneration when letting off the pedal was strong enough that the driver didn’t need to use the brakes through their whole lap.

The industry was very interested in learning everything they could about the Semi, with competitors going as far as using a tape measure to measure specifics of the chassis.

A thread with photos and videos about Jaan’s Tesla Semi experience, along with further details of the truck, can be found here: (thread on X | on LinkedIn).

Dan Priestley confirmed that Tesla is focused on ramping up the Semi factory in Nevada first, and won’t come to the European market until at least 2026. In a private conversation with Jaan, he also confirmed they will likely first start operations in their Giga Berlin facility.

Jaan asked Dan Priestley whether the Tesla Semi will incorporate both MCS - or Megawatt Charging Standard and CCS2 which is currently widespread in Europe also for trucks until MCS is standardized, to which both Dan and Graham Carrol, the Head of Business Development for Tesla Semi Program said “We will never do CCS” for Semis in Europe. (link) They also said of course that interoperability is key, and they will work together with customers to find what best suits their needs.

Dan Priestley also gave two talks at the conference – one as a keynote speech (video), and one as a case study of PepsiCo’s Tesla Semi fleet, where he shared the stage with Dejan Antunović, the Electrification Program Manager at PepsiCo (video with notes). Brief learnings from these:

The Tesla Semi fleet has driven over 7.5 million kilometers to date, which is about 4.66 million miles.

Tesla also has an all-electric Tesla Semi in their fleet that has operated for less than 18 months and it already has driven over 250,000 miles in that timeframe, and those miles have all been done at around North American gross vehicle weight limits.

Dan confirmed on his speech, that “Tesla Semi will be street legal in Europe and be compatible with European trailers.”

PepsiCo’s current Tesla Semi fleet per depots are:

- Modesto California, 15 Tesla Semis for regional long-haul

- Sacramento California, 21 Semis for beverages (heavier payloads), 18 of them are local with shorter mileage, and 3 are long-haul, going into Center California etc.

- Fresno, California, currently deploying 50 trucks, so far positive reaction there, 45 of those will be city or localized transport, 5 will be regional long haul.

On the Frito Lay side they've seen consistent 0.8 kWh per kilometer (1.29 kWh per mile) efficiency over the two years. This is so significant that Jaan actually let out a whistle in the audience. Heavy-duty Pepsi side Semis are at 1kWh/km (1.609 kWh/mi) efficiency, per Dejan. This would make the trucks the most efficient electric Class 8 in production in the world today.

EV Fleet News

Passenger EVs and Ride-Hailing

Bollinger Motors started serial production of the B4 Chassis Cab, which begins at $158,758. Customer deliveries are scheduled for next month. (link) It runs on an 800V platform, and has two LFP battery packs with a total capacity of 158 kWh, enabling a range of up to 185 miles. It is also eligible for federal and state incentives that could exceed $100,000.

Volkswagen presents the first all-electric version of the Transporter van. (link)

BYD presented its first electric van for the European market, the E-Vali, in two configurations. (link)

Kia made its debut in the commercial segment with electric van concepts at the IAA Transportation show in Germany, showcasing the PBV – or Platform Beyond Vehicle – concept (link)

Isuzu has now started production of the NRR-EV e-truck in the Charlotte, Michigan plant. (link)

General Motors is transferring the BrightDrop electric van division to its Chevrolet brand, and the BrightDrop vans will be integrated into Chevrolet’s commercial vehicle sales and service network. (link)

Cenntro debuts the Logistar® 450 (LS450) Class 4 vehicle. (link)

Amazon has now deployed over 15,000 electric delivery vans from Rivian across the US. (link) Related watch tip: a delivery driver has used the Rivian van for a year and talks through the good and the bad, during his work day (video).

FedEx has ordered 15 electric Workhorse W56 step vans to be delivered in 2024. (link) Workhorse’s electric W56 step vans can drive up to 150 miles per charge of the 210 kWh battery and feature 1,000 cubic feet of space in the cargo box.

Mack Trucks has announced a refresh of its Mack MD Series electric medium-duty trucks, featuring a larger cab that improves the driver environment and incorporates new safety features. (link)

Fiat Professional presented the new Fiat E-Ducato Cargo Box (link)

Ikea India now only uses electric vehicles for deliveries in Bangalore, Hyderabad, and Pune, and plans the same for Mumbai. (link)

Basel canton in Switzerland becomes the fourth to be exclusively served by battery-electric postal delivery vehicles by Swiss Post. (link)

The Greek cities of Athens and Thessaloniki are ordering 89 Fuso eCanter vehicles with bodies from Kaoussis for waste collection in urban areas. (link)

Zion National Park becomes the first in the National Park System to have their fleet of shuttles fully electric. (link)

Watch tip: Chris Hazell bought one of the now-bankrupt Arrival vans built for UPS, from the warehouse landlord. (video) He also does a walkaround in the factory, discovering what’s left.

Heavy-Duty & e-Buses

e-Trucks

Volvo Trucks announced a new version of their FH Electric for long distances for 2025 with a range of up to 600 kilometers (373 miles) fully loaded (link).

Daimler launches eActross 600 at the IAA, its long-haul electric truck. Production will kick off in November, and the first units will be delivered before the end of the year. The company says it already has over 2,000 firm orders. (link)

SuperPanther, a Chinese company, and Austrian contract manufacturer Steyr Automotive unveiled the eTopas 600 electric tractor unit at the IAA Transportation (link). The 621 kWh gives it a 600km (373-mile) range.

One such is the Belgian company Eutraco, which just ordered 50 eActros 600 trucks, electrifying a third of its fleet in one go. (link)

Hyzon announced the start of production for its Class 8 200kW Fuel Cell Electric Truck (FCET) (link)

CATL introduced the TECTRANS battery system for heavy-duty trucks, the highest performance version of which, T Long Life Edition, achieves a lifespan of up to 15 years or 2.8 million kilometers (1.74M miles). The 600kWh battery pack gives a 500 km (373 miles) range (link).

MAN CEO Alexander Vlaskam says an electric truck with a mileage of 60,000 to 100,000 km/year can save around €30,000 in operating costs. “Depending on the country, subsidies, and electricity prices, an electric truck pays for itself in three to five years,” says Vlaskamp. (link)

MAN Truck & Bus has announced new financing solutions for customers who want to purchase electric commercial vehicles called MAN Financial Services. (link)

Smart Freight Centre, a non-profit organization, announced the launch of a shipper-carrier coalition to accelerate heavy-duty EV deployment in the US. (link)

The coalition consists of some of the world’s largest shippers and carriers, including AIT Worldwide Logistics, DB Schenker, Maersk, Microsoft, and PepsiCo, who will test long-haul electric heavy-duty vehicle operations along the I-10 corridor between Los Angeles, California, and El Paso, Texas in the United States. Terawatt Infrastructure will be their charging solutions partner.

TCO Alliance is launched in Europe, a consortium that offers a comprehensive end-to-end solution for the electrification of truck fleets. Founding members are ElectroFleet, Volta Commercial Vehicles, Ferronordic e-Rental,

Service4Charger, IO Dynamics, and Green Logistics Enabler. (link)

Karin Rådström, currently responsible for Mercedes-Benz Trucks, will become the new CEO of Daimler Truck from 1 October. She takes over the position from Martin Daum to head the world’s largest truck manufacturer. (link)

DB Schenker, Trailer Dynamics and CATL start a study for battery swapping in eTrailers (so the electric truck-trailers) in Europe. (link)

The logistics company DSV orders 300 electric trucks from Volvo Trucks, delivered by 2026. The group wants to have a total of 2,000 electric trucks on the road by 2030 – about 10% of its current 20,000 trucks. (link)

NFI says it has used Tesla Semis for over 6,000 miles on routes between 250-400 miles and averaged an efficiency of 1.64 kWh per mile. (link)

43 units of the Rosenbauer RT electric fire trucks have so far been delivered worldwide. (link)

Reading tip: ICCT report on Total Cost of Ownership (TCO) parity between e-trucks and diesel trucks in India. (link)

Electric Buses

A new analysis called “State of Electric School Buses” in the US was released by U.S. PIRG Education Fund and Environment America Research & Policy Center (16-page pdf).

The United States now has 12,000 electric school buses, either in operation or coming soon, in more than 1,500 school districts. California, New York and Illinois states are leading the adoption. A great source from this analysis: The Electric School Bus Dashboard, interactive PowerBI dashboard by World Resources Institute.

GreenPower announced that it will deliver the first five units of its Type D Beast all-electric school bus to two school districts in California, and another 26 units for school districts in California and Oregon are already planned. (link)

The Houston Metro has rolled out its first battery-electric buses on two routes. (link)

Blue Bird Buses delivers its 2,000th electric school bus in North America.The whole fleet has now driven more than five million miles, in 41 US states and 4 Canadian provinces. (link)

California has launched another $500M in grants to fund 1,000 new zero-emission school buses and corresponding charging infrastructure through ZESBI program. (link) Eligible applicants receive up to $375,000 to replace an old school bus, as well as $95,000 per school bus to set up corresponding charging infrastructure.

Durham Region Transit (DRT), a Canadian transport operator, has taken delivery of its first six all-electric buses. They will operate from the Oshawa depot in the state of Ontario. (link)

Irizar e-mobility delivers its 1000th electric bus. (link) The Irizar e-mobility portfolio has two kinds of vehicles: The Irizar ie bus and the Irizar ie tram in different lengths.

BYD delivers 700th electric bus from its Hungary plant (link)

Chile: Yutong has delivered 214 electric buses to the Chilean capital Santiago. (link)

Latin America has now around 5,900 electric buses in operation, across 41 cities in 12 countries. (link)

Exponent Energy in India partners launches an e-bus & charging system that charges at a Megawatt level, reaching 0-100% in 15 minutes. They say they’re third in the world in such a system, after Siemens and Tesla, and test runs will start in a 650km Bengaluru-Hyderabad route. (link to news and also system explanation video)

Amsterdam Schiphol Airport purchases more than 50 electric buses from Munich-based manufacturer MAN. (link) MAN also delivered 10 new e-buses to Munich Airport, and another 27 will follow by the end of this year. (link)

Irizar has announced the delivery of its 1,000th electric bus. The Spanish manufacturer offers two types of electric bus: the Irizar ie Bus and the Irizar ie Tram in different lengths.

Charging Infrastructure

Notable Updates

Stable Auto, which monitors thousands of L3 and L2 chargers in the US, created a gasoline price equivalent index for EV charging across US states and compares how much you can save in each state. Here are the graphs showing the situation per state, and here is a spreadsheet with specific calculations per state and assumptions.

Three key findings:

EV drivers save, on average, about 51% on gasoline costs compared to typical ICE drivers, with savings ranging from 33% to 71% depending on the state.
The average cost of EV charging equates to gasoline priced at $1.66 per gallon, nearly $2.00 less than the average gasoline price in America.
Washington drivers benefit the most, saving $2.70 per gallon equivalent, a 64% discount, thanks to the region's hydropower. Louisiana saves the least, at $1.04 per gallon, a 34% win.

Tesla has filed four patents related to a wireless charging mat for vehicles.

The four patent titles are:

Temperature sensors and applications for wireless charging

Shorting switch to reduce ground leakage in inductive charging

Wireless charging circuit topology and related methods of manufacturing

Parameter estimation for wireless charging

Now, this doesn’t ensure the robotaxi will be using this system, but we’ve seen Teslas hints towards wireless charging for a while now:

Investor Day 2023 pic of a wireless charger below a Tesla in a garage,

Tesla acqui-hired the German Wiferion wireless charging team;

Franz confirmed they’re working on wireless charging in a Jay Leno video (timestamped here).

Inductive charger connectors on the battery pack are shown in the Cybertruck service manual.

Related: SAE International has published a new standard for light-duty wireless electric vehicle charging: the “SAE Standard J2954, Wireless Power Transfer (WPT) for Light-Duty Plug-in/Electric Vehicles and Alignment Methodology”. (link)

A new rule proposed by the Treasury Department would make credits worth up to $1,000 for individuals and $100,000 for businesses available for each EV charger that is installed. (link)

Blink Charging has announced plans to reduce its global workforce by 1%. The job cuts are intended to be “a proactive step” to adapt to current market conditions. (link)

Blink Charging President and CEO, Brendan Jones, will retire on January 31st, 2025, staying as a board member and advisor through July 2025. Mike Battaglia, current COO, will succeed as President and CEO.

Here’s a definitive answer on why you can’t use Cybertruck’s power outlets while the Cybertruck is charging, from the Cybertruck lead engineer, Wes Morrill.

Listen Here: EV Charging for urban neighborhoods, with Tiya Gordon of Itselectric, on the Volts podcast. (link)

Janek and Julius from Electric Avenue completed the famous 2,800-mile Cannonball Route across the US, from LA to NYC, with a twist: they made it in an EV and completed the route with the least charging stops. Janek and Julius did it with a rented 2022 Lucid Air Grand Touring (112kWh) battery and they averaged at 4 miles per kWh (15.5kWh/100km) efficiency. (video)

The Arctic Cybertrek team completed a journey of 5,500 miles from Florida to the Arctic Ocean, with nothing but two Cybertrucks. They also installed the very first public L2 charger in Inuvik for future EV travelers. (video)

Tesla’s former head of Charging Infrastructure, Rebecca Tinucci, who was ‘famously’ fired during the Supercharging team dissolvement, has now been hired by Uber to oversee the shift to EVs

The US Department of Energy’s i2X program has released a draft roadmap to improve grid connection for clean energy and now looks for public input. (link)

New Products

GM announces NACS access for its EVs, gaining access to 17,800 Tesla Superchargers in North America. GM-approved NACS adapter is available for $225. (link)

Rivian confirmed its charge port will be on the rear driver side on its R2 and R3 generation vehicles. (link) This will help it accommodate the Tesla Supercharging network, which the Rivian owners now have access to.

Volvo Trucks introduced a new service for charging electric trucks called “Charging Management”, to manage charging at the home depots. (link)

Beam Global launched its BeamSpot curbside EV charging system that acts as a streetlight replacement and integrates solar, wind, and utility-generated electricity with batteries and a charger. (link) They plan to launch in both US and Europe (it entered Europe last year by acquiring Amiga DOO, a streetlight manufacturer). So far, I’ve seen most Beam solar charging stations deployed on government-related deployments.

Ekoenergetyka presented its Megawatt Charging System (MCS) solution at the IAA Transportation show, allowing for 1,440kW in total output. (link)

I-charging also launched an MCS solution – actually in a booth right next to Ekoenergetyka – capable of 1.5MW charging. (link)

Alpitronic has announced the first details of its megawatt charging system for electric trucks, which will be able to provide an output of up to one megawatt at 1,500A, and the efficiency is at 97%. (link) Will be fully unveiled in February 2025 and production will start in Q2 2025.

Eligent, a California startup that has developed solar-powered DC-to-DC chargers for EVs, raised $6 million in a round led by Taronga Ventures.

Flux launches a V2H solution utilizing a Ford F-150 Lightning.

More than 1 million charging points across four continents are now accessible via Bosch’s software: ~ 800k are in Europe, 130k in North America, and by the end of 2024, approximately 200k will be in Australia, New Zealand, and Asia. (link)

Tesla updates its Supercharger map with a more granular overview of upcoming Supercharger sites, including locations that are under construction or will be soon. (link) Says they “plan on updating this monthly to give you transparency into our short-term growth plans,” with another key SC team member says “this is a great overview already of most openings in the next ~18 months.

India: A tool launches for the deepest EV charging infrastructure overview available for India. (link)

Allego announces full network rollout of Plug & Charge based on OCPP 2.0.1. (link)

Reading tip: a white paper “Utility Service & Battery Sizing For Storage Backed EV Fast Charging Stations” by Electric Era (link)

Infrastructure Deployments and Plans

North America

The US government has made $148 million available in NEVI grants to 24 recipients across 20 US states to repair and upgrade charging infrastructure (link). This should repair or upgrade ~4,500 existing EV charging ports.

BMW, Ford, and Honda launched their joint venture called ChargeScape for the grid integration of electric cars in North America. (link) Joseph Vellone becomes CEO.

California has surpassed 150,000 chargers installed statewide, including 137,648 Level 2 chargers and 14,708 fast chargers. (link)

The US government announces recipients of the $521M in grants for 9,200 new EV charging stations across the states, funded under the CFI program. The largest project will receive $102 million for the ‘West Coast Truck Charging and Fueling Corridor Project’ to deploy charging and hydrogen fueling stations for zero-emission medium- and heavy-duty vehicles along 2,500 miles of key freight corridors in California, Oregon, and Washington. (link) to a list of all projects, funding, and descriptions.

Love’s Travel Stops announces plans to install EV chargers in the rest of its locations. Currently, it has over 100 EV charging stations installed at 28 stores in 11 states. (link)

Hydro-Québec’s Electric Circuit installs its 1,000th fast-charge station. (link)

Revel plans a fast-charging Superhub in downtown Los Angeles, with 42 fast-charging stalls. It currently operates three sites in New York City with a total of 54 fast chargers and has listed five more locations in NYC with 163 chargers total as ‘opening soon’. (link)

TravelCenters of America (acquired by bp pulse last year) has broken ground for its new charging hub for electric trucks in Ontario, California with 4x 400 kW chargers and a one-megawatt charger. (link)

EVgo and General Motors will expand their cooperation to install another 400 co-branded 350kW chargers across the metropolitan areas in the US. (link) The first station to open by 2025, and on-site features include lighting, canopies, pull-through stations, and security cameras — flagship locations with more amenities.

ChargePoint secured over $19M in funding through its partners to install 248 DC fast charging ports at 45 sites along California highways.

Tesla has now begun installing its fourth-generation Superchargers in Canada. (link)

Sheeva.AI partners with EV Connect to enable seamless in-vehicle charge session initiation and payment for EV chargers using the EV Connect platform. (link)

LAZ, the largest parking operator in the US, partners with bp pulse to bring bp pulse ultra-fast EV charging hubs to 20 cities over the next five years. (link)

The Mobility House North America has officially expanded into Canada (link)

Ford becomes the first major US automaker to join Southern California Edison’s (SCE) Emergency Load Reduction Program (ELRP)

California’s GEC and Caltrans award $32.7M to 9 EV infra projects, to install 458 fast chargers. Recipients are seen here: (link), with Zero6 receiving nearly half of the funds ($14.4M), which are coming from the NEVI program.

British Columbia, Canada the “Electric Highway” is almost complete, with 155 charging sites and more than 310 DC chargers, with some sites offering additional L2 chargers. (link)

Greenlane (JV of Daimler Truck, NextEra Energy, and BlackRock) receives a $15M grant from SCAQMD for its commercial EV charging corridor along I15. (link) They just broke ground at the first site in Colton, where this new funding will fund 41 chargers out of 60 to be deployed.

Driivz, the EV charging software company, has established a US-American headquarters in Raleigh, North Carolina. (link) Driivz currently manages 100,000 public chargers globally in 30 countries globally..

Europe

Milence is expanding to the UK and is planning to open its first truck charging hub in November (link). The company plans a total of 70 charging hubs with 570 charging points installed in 10 countries before the end of 2025.

MAN Truck & Bus and E.ON opened their first e-truck charging station in Berlin. The two plan to create 170 truck charging hubs with 400 charging points across Europe, with 80 locations done by the end of 2025. (link)

E.ON selected the charging management platform Ampeco as the backend solution for its 6,000+ public chargers in eleven European countries. (link)

Shell opens its first e-truck charging station, with a 400 kW DC charger at the Markham Moor truckstop in Nottinghamshire, UK. (link)

DAF joins HDV Booking, the European heavy-duty public charging reservation platform for e-truck and e-bus charging. (link) The system should be operational across Europe by 2026.

Jedlix and Polestar partner for smart and bidirectional charging. (link)

TotalEnergies plans to deploy up to 2,000 new charging points on Brussels streets by June 30, 2025. (link)

Clever and Apcoa plan 5,000 charge points in Danish car park by 2028. (link)

Circle K is migrating over 600 DC charging points to the charging platform of Danish company Spirii in the Netherlands, Germany, Belgium, and Luxembourg. (link)

IONITY COO, Marcus Groll, leaves the company after almost seven years. (link)

Powerdot reaches 8,000 live charging points across Europe (link) and surpasses Tesla to become the #1 CPO in France. (link)

Gireve’s update on the fast-charging landscape in France (link).

Fastned wins the first tender for electric-only service areas in Europe (link)
Fastned is also now piloting ABB’s A400 chargers in its charging sites (link).

Wattif acquired the Housing Cooperatives portfolio in Norway from Mer. (link) Wattif is now the largest operator of chargers for housing cooperatives in Europe — 35,000 charging points in 6 countries — and appointed Andreas Strand as its new CEO, taking over from co-founder Robert Svendsen.

Hubject founds financial subsidiary ‘Hubject Financial Services’ (link)

Swiss Post and Fenaco create a joint venture PowerUp to launch 50 fast-charging locations in Switzerland by 2025, and 300 locations by 2030. (link)

MAN Truck & Bus and the football club FC Bayern Munich plan to set up 30 public charging points for e-trucks and e-buses in a bus parking lot at the Allianz Arena. (link) FC Bayern will also receive the first eBus for the team from MAN for the 2025/26 season.

Kempower has received an order from logistics company DFDS to build fast chargers for electric trucks at its depots. The first hubs have already been set up in the Netherlands, Belgium, and Sweden. (link)

Elsewhere

The Seoul Metropolitan Government said it is implementing a policy that limits EV charging at around 400 of the 100kW+ chargers to a maximum of 80% to increase access to chargers for more drivers. (link)

The EV fast-charging network WATER has signed a deal with Korea Expressway Corporation to install 209 Ultra Fast Chargers at 46 highway service areas by the end of 2024. (link)

India: Tata Power and Tata Motors have signed a Memorandum of Understanding to set up 200 fast-charging stations for electric commercial vehicles in all metro cities. (link)

Australia: Tesla’s Charge on Solar feature in the app — where you can charge only when surplus energy is generated by your solar system without using the grid or Powerwall — is now available to all Australian owners of a Powerwall and compatible Tesla vehicle.

Vietnam: PV Power, a subsidiary of the state-owned oil and gas company Petrovietnam plans to build 1,000 charging stations across Vietnam by 2035.

Charge+, the Singaporean CPO, raises $8M in Series A funding led by led by TRIVE VC. (link)

CATL aims to build 500 battery swap stations by 2025 and 3,000 by 2027. (link)

The Philippines is considering requiring EV chargers at gas stations from 2025. (link)

Japanese manufacturer Terra Charge plans to establish 1,000 public EV charging stations across Indonesia by the end of 2025. (link)

Global News Roundup

Here’s a global EV sales overview per country for the first half of 2024, by EV Universe: (link). Also, a quick overview of where EV adoption is right now:

4,590,947 battery-electric vehicles were sold in the world in the first half of 2024.

12.4% is how much EV sales grew globally in the first half of 2024, compared to H1 2023.

36 markets saw EV sales grow compared to the first half of last year, yet

16 markets saw a decline.

12% is the market share these 4.59M EVs took in total light-duty vehicles sold in the world. In other words.
Every 9th (well really every 8.33th) vehicle sold in the world was fully electric.

EV fires are easy to make headlines with, but what’s the larger story? Here are 511 EV fires investigated. (link)

Canada follows the US and announces a 100% tariff on all Chinese-made EVs, including on the Teslas coming from Shanghai, going into effect on October 1st. (link)

Meanwhile, the delayed US tariffs on Chinese electric vehicles finally take effect from September 27th.

EU reduces Tesla’s new import tariff to 9%, from the initially proposed 20.8%, after an individual investigation (link). Changes others a little too: BYD 17.0%; Geely 19.3%; SAIC 36.3%; average 21.3% to others, and 36.3% to non-cooperating companies.

“We don’t need another war, in this case, a trade war,” says Spanish PM Sanchez saying the EU should reconsider the tariffs on Chinese EVs. (link)

Germany seems to be also on the same page. And insiders say the EU is slightly lowering the tariffs further, including Tesla from 9% to 7.8%.

Tesla can challenge the Louisiana direct sales ban, the US appeals court has ruled (link), giving way to potentially establishing sales in the state. Tesla recently scored a win to do so in Kentucky.

Polestar’s founder Thomas Ingenlath will step down as CEO. Michael Lohscheller, who has held both Vinfast (2021-22) and Nikola (2022-23) CEO roles recently, takes his place. He was also Opel CFO in 2012-17 and CEO 2017-21; CFO of VW US 2008-12 and CFO of Mitsubishi in 2001-04.

Click tip: Canada introduces a ZEV Council Dashboard, to give insights into EV adoption and charging infrastructure across Canada.

Volvo walks back on its all-electric by 2030 plan: it announced the goal in 2021 and now says it’ll include plug-in hybrids or even other kinds of hybrids. (link)

VW said on Monday it was considering closing some factories in Germany and ending job guarantees at six of its plants within its ~$11B cost-cutting plan.

Toyota will reduce its production target from 1.5 million all-electric cars to 1 million in 2026.

Context: Toyota sold ~104k EVs in 2023.

Norway now has more electric cars (754,303) than gas-driven vehicles (753,905) on its roads. Note that because of the 999,715 diesel fleet, EVs don’t outweigh all ICE vehicles just yet. (link)

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