ev.news

Martyn Lee

Daily news about the technology and business driving electric vehicles, plug-in hybrids and sustainable e-mobility. Daily 20-minute episodes, concise updates, and expert commentary.

  1. 2h ago

    ev.news Briefly: Falling Petrol Sales, Superchargers, LMR Batteries & more | 03 Oct 2026

    It's ev.news Briefly for Saturday 03 October 2026, only todays headlines and nothing else, in just 4 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnews GASOLINE CARS LOSE THEIR GLOBAL MAJORITY Pure petrol cars fell below half of global new-car sales for the first time in the first half of 2026, dropping 10% year on year to 20.25 million vehicles and a 49% market share. EVs reached 6.87 million sales and 17% share, so this is not an EV takeover but a milestone showing the global market fragmenting across battery-electric, hybrid, plug-in hybrid and other powertrains. TESLA SUPERCHARGERS PASS 85,000 — AND GET BUSIER Tesla’s Supercharger network has passed 85,000 stalls across more than 9,000 sites worldwide, while third-quarter charging sessions rose 29% year on year to 69 million and delivered around 2.4 TWh of electricity. Tesla is also introducing factory-assembled Supercharger designs to accelerate deployment, but rising utilisation suggests the network’s economics are increasingly being driven by how intensively existing chargers are used, not simply how many are installed. TESLA'S CHEAPER MODEL 3 GAINS IN CANADA Tesla’s Shanghai-built Model 3 is gaining sales in Canada after the country reopened limited imports of Chinese-made EVs under a 49,000-vehicle annual quota carrying a 6.1% tariff instead of the previous 100% surtax. Despite being ineligible for Canada’s federal EV incentive, the Model 3’s lower Chinese manufacturing costs have enabled aggressive pricing, potentially providing an early indication of how competitive Chinese-built EVs from Tesla and forthcoming brands such as BYD, Chery and Changan could be in North America. GM BETS ON LMR AS ITS NEXT EV BATTERY GM and LG Energy Solution plan to convert their Spring Hill, Tennessee battery plant to produce lithium-manganese-rich cells from 2028, betting that LMR can provide around 33% more energy density than LFP at roughly similar cost. GM sees the chemistry as particularly attractive for electric pickups and large SUVs and potentially important enough to displace LFP from its future EV portfolio, although durability, capacity retention and fast-charging performance remain unresolved. BMW STARTS NEUE KLASSE BATTERY RAMP EARLY BMW has started series production of sixth-generation Neue Klasse battery packs at its €1 billion Irlbach-Straßkirchen plant in Bavaria earlier than planned, initially supplying the new i3 from Munich. The factory is part of BMW’s strategy of assembling batteries close to vehicle plants worldwide, and its early ramp-up shows Neue Klasse moving beyond launch into large-scale industrial production. VOLVO EV SALES RISE AS COMPANY WARNS ON PROFITS Volvo Cars has withdrawn its annual guidance and warned of weaker earnings and cash flow after third-quarter deliveries fell 11%, with difficult conditions in China and a slower-than-expected US premium-market recovery weighing on the business. Its EV sales nevertheless rose 29% and reached almost one-third of total deliveries, showing that Volvo’s electrification is progressing even as broader market weakness and pricing pressure damage profitability. ELECTRIC G-CLASS GETS NACS AND MORE EPA RANGE Mercedes-Benz has given the 2027 G 580 Electric native NACS fast-charging access in the US, increased EPA range from 239 to 249 miles and cut its claimed 10–80% charging time from 32 to 29 minutes while retaining a 200 kW peak charging rate. The changes improve usability, particularly through easier Tesla Supercharger access, but do not resolve the larger question of weak demand for the electric G-Class compared with its combustion counterpart. MERCEDES BRINGS SIX SHOW PREMIERES TO PARIS Mercedes-Benz will bring six major models to the Paris Motor Show on 12 October, including the GLA, electric VLE, GLE, S-Class, AMG CLA 45 and AMG GT 4-Door Coupé, although these are show premieres rather than six new world debuts. The electric VLE, with seating for up to eight and more than 700 km of claimed WLTP range, will be one of the main EV attractions alongside electric versions of the C-Class and GLC as Mercedes demonstrates the breadth of its current product renewal.

    ev.news Briefly: Falling Petrol Sales, Superchargers, LMR Batteries & more | 03 Oct 2026
  2. 2h ago

    ev.news Briefly: Jaecoo 7, Hyundai V, Bolt & more | 02 Oct 2026

    JAECOO 7 TOPS UK SALES AS CHINESE BRANDS NEAR 25% SHARE The Jaecoo 7 became the UK’s best-selling new car in September, while Chinese brands reached 23% market share and BYD became the country’s second-largest bran. BEVs rose and are now 28% of the new cars. Despite the headline 33% ZEV mandate target, scheme flexibilities put the effective 2026 requirement at about 24.6%, meaning the industry is collectively ahead. Jaecoo’s rapid growth brings the challenge of after-sales challenge after nearly two-thirds of owners reporting problems waited more than a week for repairs. HYUNDAI MAY FILL TWO BIG GAPS IN ITS IONIQ RANGE Hyundai is reportedly preparing IONIQ 4 and IONIQ 7 electric SUVs, with the compact IONIQ 4 expected to offer 42 or 61 kWh batteries, up to 308 miles of WLTP range and pricing from about £25,000, while the larger IONIQ 7 could offer 800V architecture, at least 400 miles and cost around £45,000–£50,000. Neither model is confirmed, but together they would fill major gaps between Hyundai’s existing EVs and create a much more complete SUV range comparable with Kia’s EV3, EV5 and EV9 line-up. HYUNDAI SELLS 800V IONIQ V AT $15,000 BUT YOU CAN’T HAVE IT Hyundai has launched the China-only IONIQ V from a limited-time $14,900, offering 53.5 or 66.8 kWh LFP batteries, up to 650 km CLTC range and an 800V E-GMP architecture, although Hyundai has not disclosed its peak DC charging power. The aggressively priced model is an early test of Hyundai’s planned 20-model Chinese EV push, but in a market rapidly moving towards megawatt-class charging, the unanswered charging-rate figure will help determine whether its technology is as competitive as its price. GM’S LIMITED-RUN BOLT MEANS 35,000 CARS GM’s revived Chevrolet Bolt could finish with only around 35,000 vehicles built before production ends in the first quarter of 2027, based on the current output rate at its Fairfax, Kansas plant, although GM itself has not confirmed that figure. The $28,995 Bolt uses a 65 kWh LFP battery, delivers 262 miles of EPA range and raises DC charging to 150 kW, but the projected production scale suggests this comeback is intended as a relatively short-lived programme rather than a new high-volume cornerstone. BMW WANTS GENERIC PARTS TO DOMINATE €80BN BUDGET BMW wants standardised, industry-generic components to become the largest part of its €80 billion annual purchasing budget by 2032, while cutting the share spent on bespoke components by more than half. The aim is to reduce costs and lift automotive margins from 2.3% towards 3–5% by 2028, reserving BMW-specific engineering for components that genuinely affect performance, quality or brand character. AMPOL BUYS SCALE IN EV CHARGING WITH EVIE DEAL Australian fuel retailer Ampol will buy Evie Networks for $225 million, adding more than 1,030 charging bays across 400 sites to its existing 300-plus bays, although around 80% of Evie locations are already situated at Ampol sites. The deal comes as battery-electric vehicles reached 25% of Australian new-car sales in August and, for the first time, outsold petrol, diesel, hybrids and plug-in hybrids individually, making the acquisition look increasingly like preparation for a structural shift in transport. FEDEX ORDERS 2,000 HARBINGER ELECTRIC TRUCKS FedEx has placed an order worth $300 million for 2,000 Harbinger electric trucks for US and Canadian pickup-and-delivery routes, with deliveries due by the end of 2027. Harbinger estimates each truck could save roughly $20,000 a year in fuel and the fleet could avoid more than 1.7 million tonnes of CO2, but the larger significance is that this deployment will test their medium-duty electric-truck economics at commercial scale. STELLANTIS STOPS PLANTS AS BIG EV BATTERIES RUN SHORT Stellantis will temporarily halt production at two factories in October because ACC cannot supply enough 97 kWh batteries for long-range STLA Medium EVs such as the Peugeot E-3008, E-5008 and Opel Grandland Electric. Demand for those larger-battery versions, particularly from fleets, is exceeding supply from ACC’s struggling Douvrin cell plant, making this a production-mix problem caused by strong demand for long-range EVs rather than weak EV sales. RIVIAN SPIN-OFF ALSO TESTS WHAT EUROPE WANTS FROM ITS E-BIKE Rivian spin-off Also is surveying European consumers to determine whether its 45 km/h TM-B should arrive as a regulated speed pedelec, a conventional 25 km/h e-bike or potentially in multiple versions, while also examining which car journeys and employer-leasing opportunities it could replace. Also has yet to announce European launch markets, pricing, dealers, homologation timing or final specifications, so the survey is effectively helping decide what the European product needs to become rather than simply preparing to import the existing US model.

    ev.news Briefly: Jaecoo 7, Hyundai V, Bolt & more | 02 Oct 2026
  3. 2h ago

    ev.news China: Xiaomi Hits Monthly Sales Record, VW Delivers ID. AURA T6 & Meet The AIVA ME7 | 02 Oct 2026

    XIAOMI BREAKS 40,000 DELIVERIES — BUT Q4 MUST BE FAR BIGGERXiaomi exceeded 40,000 monthly deliveries for the first time in September, helped by the launch of its first range-extended EV, the Sky Nomad, which starts at about $31,300 and attracted more than 10,000 locked-in orders within four minutes. But with at least 286,475 vehicles delivered in the first nine months, Xiaomi would need something close to 88,000 deliveries a month in Q4 to reach its 550,000 annual target, making the required acceleration far greater than September’s record pace. XPENG SETS A QUARTERLY RECORD — NOW IT WANTS 60,000 A MONTHXpeng delivered a record 118,390 vehicles in Q3, including 41,256 in September, beating its previous quarterly record and landing just above the midpoint of its own guidance. Chairman He Xiaopeng now wants monthly sales above 60,000, around 45% higher than September, supported by new models including the G9L and Mona L05 alongside continued volume from the Mona L03 and GX. ZEEKR HITS SIXTH RECORD MONTH AS 9X BUILDS VOLUMEZeekr delivered a record 37,216 vehicles in September, its sixth consecutive monthly high and 104% more than a year earlier, although growth versus August slowed to just 0.64%. The 9X contributed 7,225 deliveries while the 7X continues to exceed 10,000 monthly sales, and Zeekr is expanding both models with European launches and a new 85 kWh battery option for the 2027 7X. AIVA ME7 MOVES FROM CONCEPT TO PRODUCTION CARAIVA has revealed the production ME7 in Paris, giving the young Chinese brand its first road-going model, although it disclosed design features rather than key EV specifications such as battery capacity, range or charging speed. More significantly, AIVA combines control by Saidou Technology with manufacturing from Seres and investment from CATL, allowing the new brand to use established production capacity while retaining control of its products and sales channels. VOLKSWAGEN STARTS DELIVERIES OF 129,900-YUAN ID. AURA T6Volkswagen has started Chinese deliveries of the ID. AURA T6, an electric SUV priced from about $19,400 with 59.9 or 77.5 kWh LFP batteries, up to 660 km CLTC range and a 170 kW rear motor. Its wider significance is Volkswagen’s use of a China-specific electronic architecture developed with CARIAD China and Xpeng, combining aggressive local pricing with LiDAR-assisted driving and Chinese technology rather than relying on the Volkswagen badge to justify a premium. ICAR GIVES ITS RANGE-EXTENDER A 51.2 KWH BATTERYChery’s iCAR has launched a long-range V27 with a 51.2 kWh CATL LFP battery and 300 km of CLTC electric range, substantially increasing how far the range-extended SUV can travel before its 1.5-litre generator is needed. Priced from about $28,300, it illustrates how Chinese range-extender vehicles are increasingly carrying battery packs approaching those of full EVs while retaining an engine for longer journeys. BYD SAYS FORMULA S PAIR COULD REACH 15,000 A MONTHBYD says its new Formula S liftback and Formula S GT estate are selling ahead of expectations and could eventually reach 15,000 combined monthly sales, although that remains a company projection rather than an achieved delivery figure. Priced from about $28,300, both support BYD’s claimed nine-minute 10–97% Flash Charging system, making the cars an important test of whether BYD’s planned network of 20,000 Chinese and 6,000 overseas Flash Charging stations can become a genuine competitive advantage.

    ev.news China: Xiaomi Hits Monthly Sales Record, VW Delivers ID. AURA T6 & Meet The AIVA ME7 | 02 Oct 2026
  4. 11h ago

    ev.news Briefly: BMW, Rivian, Renault & more | 01 Oct 2026

    BMW i3 OPENS RESERVATIONS WITH 912 KM WLTP RANGEBMW has opened reservations for the new electric i3, led by the 50 xDrive with a 108.7 kWh battery, 345 kW dual-motor AWD, up to 912 km/567 miles WLTP range and 400 kW charging that can add up to 423 km/263 miles in 10 minutes. Prices start at €65,900 in Germany and $61,500 before destination in the US, with UK deliveries due autumn 2026, bringing BMW’s Neue Klasse technology into the core 3 Series market with genuinely long-range capability. BMW PLANS ENTRY-LEVEL NEUE KLASSE EV FOR 2028BMW is planning a smaller Neue Klasse EV for Europe in 2028, reportedly known internally as NB0 and expected to become the i1, with rear-wheel drive and possible dual-motor versions rather than the front-wheel-drive layout of today’s 1 Series. With the combustion 1 Series expected to remain into the early 2030s, BMW could sell two similarly sized hatchbacks in parallel as Neue Klasse technology moves into a more price-sensitive part of the market. RIVIAN R2 PET CAM WON’T WORK WITH PEOPLE INSIDERivian will add Pet Cam to every R2 through an OTA update, allowing owners using Pet Comfort Mode to view the cabin through the colour rear-view-mirror camera and receive optional snapshots once per minute. The feature will automatically disable if it detects a person inside, a deliberate privacy safeguard that highlights both the flexibility and surveillance risks of increasingly software-defined vehicles. RENAULT MEGANE DROPS TO £28,245 AND CHARGES FASTERThe refreshed Renault Megane E-Tech Electric now starts at £28,245 in the UK after the £3,750 Electric Car Grant, with a 67 kWh LFP battery, up to 306 miles WLTP range and faster 165 kW DC charging capable of 15–80% in about 24 minutes. The combination of a sub-£30,000 price, more than 300 miles of quoted range and shorter charging stops substantially improves its competitiveness against mainstream electric hatchbacks and crossovers. GOTION LIFTS SOLID-STATE BATTERY GOAL TO 400 Wh/kgGotion has raised its sulfide solid-state battery energy-density target from 350 to 400 Wh/kg after commissioning a 0.2 GWh pilot line, conducting vehicle tests and designing a planned 2 GWh production line. Small-scale production has previously been targeted for 2027 and mass production for 2030, but 400 Wh/kg remains a development target rather than a specification for cells approaching series production. EUROPE COULD HAVE ENOUGH EU-MADE BATTERY CELLS BY 2030A new analysis concludes that Europe could have enough EU-made battery cells by 2030 to meet demand within the study’s scope, including corporate and private EVs, meaning cell manufacturing capacity itself need not block stronger European-content rules. The bigger challenge is extending localisation beyond cells into cathodes and other battery components so that industrial policy builds a broader European supply chain rather than simply European cell factories. MERCEDES GETS FIRST LOOK AT PROLOGIUM’S GEN4 CELLSMercedes-Benz has secured priority access to ProLogium’s Gen4 cells for electrical, thermal and safety testing, extending a partnership dating to 2016 but stopping well short of a production commitment. ProLogium claims its non-flammable inorganic electrolyte and ceramic separator can improve safety, energy density, charging and cold-weather performance, while its planned Dunkirk factory could eventually reach 44 GWh annually if the technology proves suitable for production. LEAPMOTOR C10 RAISES CHARGING FROM 84 TO 120 KWLeapmotor’s 2027 C10 update raises DC charging on the 69.9 kWh Pro BEV from 84 to 120 kW, cutting a 30–80% charge to about 24 minutes, while the 81.9 kWh ProMax offers up to 519 km WLTP range. Other changes include more luggage space, a front trunk and upgraded infotainment, but the faster charging is the most important improvement because it removes one of the cheaper BEV’s clearest long-distance weaknesses. T&E SAYS EV DEPRECIATION GAP SHRINKS 80%Transport & Environment says the apparent depreciation gap between EVs and combustion cars falls from 12.9 to 2.6 percentage points when subsidies, acquisition taxes, inflation, fleet composition and changing new-car prices are included in the calculation. The analysis uses Autovista transaction data from Germany, France, Italy and Spain but is T&E’s own reinterpretation rather than a new dataset, arguing that EV depreciation remains higher but is substantially overstated by conventional comparisons. PORSCHE BOSS REJECTS ANTI-EV LABEL AS PETROL MACAN RETURNSPorsche’s chief executive has rejected claims that he is anti-EV as the company prepares another petrol Macan for 2028 following weaker electric Macan demand, with EV sales down 40% year-on-year in the first half while combustion Macan sales rose 2%. Porsche is still developing electric models including the 718, but its strategy is becoming deliberately mixed as it balances EV investment against stronger combustion demand and profitability in some markets.

    ev.news Briefly: BMW, Rivian, Renault & more | 01 Oct 2026

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Daily news about the technology and business driving electric vehicles, plug-in hybrids and sustainable e-mobility. Daily 20-minute episodes, concise updates, and expert commentary.

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