On Monday, General Motors and Nikola Corp announced a revamped agreement that eliminates an equity stake in the startup for the Detroit automaker and nixed any plan for manufacturing Nikola’s electric pickup truck. This makes the keystone of the revised contract their collaborative work on fuel-cell development, represents a major setback in their partnership, and makes GM management look like rubes for having announced a sizable commitment that had to be walked back after a short seller claimed Nikola was fraudulently representing itself.

Despite having much to gain by torpedoing the EV startup’s curiously high share price, the associated Hindenburg report raised serious questions about exactly how much progress Nikola had made. The short seller effectively accused the company of fraud, something Nikola denied. Though subpoenas from the Securities and Exchange Commission and Department of Justice still began arriving at its offices in late September. Founder and former executive chairman Trevor Milton stepped down around this period. At the time, the company said it was cooperating with the investigations “and will continue to cooperate, with these and any other regulatory or governmental requests.”

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While Ford’s F-150 is slated for electrification, Super Duty versions of the F-Series are not. On Monday, the automaker told industry analysts that HD EVs weren’t in the cards — adding that customers can still expect all-electric versions of the Mach-E “Mustang” and Transit van.

“Our goal is to build a profitable electric vehicle portfolio,” John Lawler, Ford chief financial officer, explained during the forum hosted by Dan Levy of Credit Suisse. “To do that, we need to leverage our strengths and the scale that we have. We’re being very strategic about the platforms that we choose.”

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Eager to prove itself as a forward thinking mobility brand, Ford has advised us to prepare for the debut of the battery powered E-Transit van on November 12th. Following some heavy teasing from CEO Jim Farley during the company’s third-quarter earnings call a day earlier, Blue Oval issued an official announcement on Thursday to be ready for the commercial vehicle poised to change the way it does vans.

We’ve heard this before. There was supposed to be a battery electric Transit Connect, developed in partnership with Azure Dynamics, coming to market for the 2011 model year. While a prototype existed and was driven around by numerous outlets who praised it for being incredibly normal, the car ended up being prohibitively expensive to manufacture and kind of underwhelming to live with. Range was an abysmal 56 miles (according to the EPA) and the van was only just barely capable of maintaining highway speeds. In the end, Ford handed the project over to Azure — which nixed the passenger model and sold a few thousand commercial versions to various U.S. bureaucracies, coastal power companies, AT&T and the Canada Post for a little under $60,000 a pop.

Azure then went bankrupt.

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Despite governments the world over practically forcing electric vehicles down our collective throat via stringent emission standards, the average person living in North America hasn’t changed their mind on them. According to a recent survey by J.D. Power, the “Mobility Confidence Index” for battery-electric vehicles remains largely neutral.

Even as global lockdowns have made them a more viable option, with more people working from home and driving fewer miles every week, North Americans aren’t budging. In fact, citizens of the United States may actually be turning on EVs while Canadians remain slightly more agreeable — something that probably extends beyond the automotive realm.

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Seen by some as a moral imperative, electrification is swiftly changing the dynamics of the automotive industry. While automakers spend billions of dollars developing EVs and securing the necessary partners, many are becoming dependent on a handful of companies in Asia for the all-important battery cells needed to power the damn things. It’s gotten so serious that the U.S. government has taken an interest following a December 2019 report from the Institute for Defense Analyses that claimed battery manufacturers had taken on an “outsized importance” in the automotive sector.

It also said the United States would be at a distinct disadvantage if there are supply shortages — which is something that has already happened and is presumed to worsen as more electric vehicles flood into the market over the next few years. The automotive industry is pushing hard into electrification as governments around the world attempt to plot out an elaborate plan to supplant the internal combustion vehicle with EVs. But there are concerns that this has stacked the deck for a small number of suppliers from China, South Korea, and Japan.

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Making good on its promise that the future will be electric, Volvo has readied the XC40 Recharge P8 compact crossover for a spring debut. Though it doesn’t seem to have secured an idyllic price tag. The electrified XC40 starts at $54,985, including a $995 destination fee, which makes it around $20,000 dearer than the gasoline model. That’s a lot of dough for such a small vehicle, even after federal (and potentially state) tax incentives shave a few thousand off the top. Surely customers will be getting a top-shelf automobile on par with the Tesla Model 3 Performance, if not better, to help that MSRP make some sense. But the math just isn’t working out in Volvo’s favor based on the specs given. Model 3 destroys it in every metric that isn’t headroom because it is not a crossover.

While the XC40 Recharge comes in below its larger European counterparts on price, and often by a fairly narrow margin, its maximum range is an EPA-estimated 208 miles. That places it within striking distance of the bigger electrics manufactured by Audi or Jaguar. But Tesla will happily sell customers a Model Y boasting 326 miles of range for about $10,000 less than the XC40. The only downside is that the American brand’s sales success has already exhausted its allotted federal tax credits, meaning you’ll get more money from the government if you buy something Swedish-Chinese.

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Today’s study comes straight from the memoirs of Captain Obvious. Apparently, an economic recession isn’t what you want when you’re vying to sell factory fresh automobiles beyond the confines of rock-bottom prices. There might even be a correlation between being broke and lacking the ability to purchase items in general. At least, that was the takeaway from a cutting-edge assessment recently conducted by Auto Trader in the United Kingdom.

In an attempt to keep tabs on the public’s level of interest in reference to electric vehicles, the outlet has been surveying people at semi-regular intervals. Back in January, it asked 2,300 consumers ‘waddya buying,’ only to learn that 17 percent had their hearts set on a battery electric vehicle. That’s impressive considering less than 10 percent of automobiles in the UK utilize electricity for propulsion and most of those happen to be hybrid models. But the trend toward BEVs has shifted rather dramatically since the COVID pandemic took hold.

A follow-up questionnaire from August (this time with 2,700 respondents) shows demand has waned immensely. Only 4 percent of respondents said they were planning on getting themselves a battery electric vehicle. Read More >

Since the dawn of the new century, the automotive industry has been forced to revise electrification timelines for a cavalcade of reasons. Development programs have proven costly, the economy has taken a turn (or turns) for the worse, customers haven’t responded in great numbers, and the materials necessary for battery have been in short supply for many. Throw in the trouble some companies have had with programming such cars or ending up with electric vehicles that want for truly enviable range and you’re beginning to see the whole, problematic enchilada.

It wasn’t all that long ago that General Motors promised over 20 new all-electric models by 2023. Granted, this promise was made in 2017 — during a time when the industry couldn’t possibly have foreseen the global hardships that would befall us or known we’d have the ability to remember what was said just a few years prior. The messaging has changed, either because mainstream automakers cannot provide the kind of cars that will continue to spur EV adoption, or because they no longer hold much interest in trying.  Read More >

Still in the midst of a $1.4-billion restructuring plan that aims to cut 10 percent of its workforce, Mercedes-Benz is reconsidering what its product lineup should look like moving ahead. While most of the doomed models will be chosen due to lackluster demand (e.g. X-Class pickup) plenty will be nixed as a result of tightening emission laws. Mercedes parent Daimler issued two profit warnings in 2019 after the luxury brand was fined $960 million in an emissions-cheating settlement. Like many automakers, it was also hemorrhaging cash through its investments in electrification.

An apt analogy for the automotive industry’s stampede toward EVs would be lemmings hurling themselves off a seaside cliff — but not because of the popular misconception that the critters are intentionally committing mass suicide. When lemmings collectively off themselves, it’s the result of migratory behavior gone awry. They simply bunch up and move in a singular direction, largely unaware of the consequences.  Read More >

After a few years, most of us begin to notice our smartphones have developed an inability to hold a charge like they used to. The fix used to be pretty simple, no worse than swapping a couple of AAs into the remote. Order a new battery online, pop off the back of the device, and replace the run-down cell with a fresh one. Unfortunately, this simple act grew more difficult as manufacturers gradually decided to seal off access to your phone’s internals — mimicking the plight facing EV owners whose energy source is losing capacity.

A number of electric vehicles in the United States are about to celebrate their 10th birthday. A bunch of them are Nissan Leafs, the first mainstream BEV made widely available in the U.S. market. At the same time, customers have begun complaining about diminished range, with some asking for a battery refurbishment program like the one enjoyed by customers living in Japan.

So far, the best they’ve received is a confident “maybe” from the manufacturer. It might behoove them to expedite things and pull the trigger. Automakers are running behind in terms of establishing a global solution to aging EV batteries, and they’re risking a lot by not already having one in place.  Read More >

With automakers investing heavily into the development of electrified and autonomous vehicles, it might seem there is a gigantic consumer base ready and raring to go out and buy them. But every study we’ve encountered suggests the exact opposite. Electric cars are still limited to tech fetishists with regular folks occasionally deciding to become early adopters. Meanwhile, AVs are still in their infancy with engineers keen to document every baby step they take as the public remains ill-informed on their overall status.

It was presumed, however, that this would change as development progressed and “mobility” became more mainstream. But a new study from J.D. Power, backed by Survey Monkey, has showed — once again — this is not yet the case. Based on a 100-point scale, the duo’s 2019 Mobility Confidence Index yielded a score of 36 for self-driving vehicles and 55 for battery-electric vehicles.  Read More >

Fiat Chrysler will invest $788 million to build a production line for the new 500 electric, according to the company’s European CFO Pietro Gorlier. An extension of automaker’s plan to to dump 5 billion euros ($5.6 billion) into Italy, the deal makes good on earlier promises that the automaker would establish a dedicated small battery-electric vehicle platform.  Read More >

Are you sitting around waiting for a Tesla Model S or Model X update before spending your hard-earned money on the high-end electric vehicle of your dreams? You might as well just buy now because, according to Elon Musk himself, there is no major refresh or updates coming to either of Tesla’s top-end models. Cue the sad trombone.

In response to a tweet from last night, Musk answered the question as to whether there would be an update on the horizon. “There is no ‘refreshed’ Model X or Model S coming” said the CEO, “only a series of minor ongoing changes.” Musk went on to then say there there might be small updates over time, like integrating the motor from the Model 3 into the S and X, but that just happened recently so there’s nothing in the pipeline.  Read More >

A few short years ago, there were very few players in the electric vehicle marketplace, with cars like the first-generation Leaf topping out with 73 miles of range. Since then, we’ve seen EVs like the Tesla Model 3 that are rated with 310 miles of range and some models can go even farther between finding a charge point. In this growing and competitive market, Mini introduced an all-new electric Mini, called the Cooper SE.

The Cooper SE is an all electric car with a 135 kW electric motor good for 181 horsepower and 199 lb-ft of torque. Mini doesn’t cite U.S. EPA estimated range numbers, but they are claiming a range of 235 to 270 kilometers. A direct conversion to miles would be — checks notes — 146 miles. Since the European testing cycle is optimistic, the EPA range is likely to sit around 114 miles according to Automotive News.

That’s missing the mark. By a lot. Read More >

China is currently the largest proponent of electric vehicles on the entire planet. The nation has even incorporated BEVs as a significant part of its complex strategy to overtake the United States the dominant global superpower. However a sudden influx of battery related fires has caused it some trepidation, even though there hasn’t been much evidence to suggest they are actually more prone to catching fire than gas-powered vehicles.

Regardless, the People’s Republic is now demanding that manufacturers conduct routine inspections on electric cars. China’s Ministry of Industry and Information Technology says all companies must conduct checks on BEVs, focusing on battery waterproofing, battery boxes, charging points, high-voltage wiring harnesses, and even the wear of mechanical components. They will also be required to report on repairs and any incidents that might indicate a problem. According to the ministry’s press release, they have until October to submit their findings.  Read More >