Iveco Bus to electrify its Annonay plant

Domenico Nucera, President of Iveco Bus and currently also President of the ACEA Bus and Coach Division, made the announcement at an event on Europe’s industrial strategy in Strasbourg. He said Iveco Bus would “electrify its French historic plant in Annonay this year.” The production of the two aforementioned battery-electric buses of the Iveco and Heuliez brands has already been decided. However, the production lines will be designed so that the E-Way-H2 hydrogen bus can also be built there. In addition, the site will be equipped with a battery assembly line “allowing Iveco Bus to control its entire value chain to best serve its French and European customers.” Iveco Bus has five plants in Europe, two each in France (Annonay and Rorthais) and Italy (Brescia and Foggia), and one in Vysoké Myto in the Czech Republic. Over 5,000 people are employed at the sites. Since the separation of the Iveco Group from its former main investor CNH Industrial, the company has also increasingly been offering electric buses. “Maintaining competitive production in Europe is a challenge but also an opportunity for reindustrialisation,” said Domenico Nucera. “We are rising to the challenge of the energy transition by investing massively in our manufacturing sites in France, as well as in Italy and the Czech Republic.” Although Iveco emphasised its own projects and plans to invest 600 million euros (including in a new electric bus platform), it also called for the involvement of other players. “Financial support from the States and the European Union will be crucial for this transformation, along with enhanced cooperation with public transport operators,” it said. ivecogroup.com

VW North America boss Pablo Di Si apparently has to go

According to a report from the German Manager Magazin, the carmaker allegedly wants to give Pablo Di Si the boot due to poor sales figures for the ID.4 in North America. The car was supposed to be built and sold 100,000 times a year in the US – VW expanded the factory in Chattanooga for this purpose. However, in the first three quarters of this year, VW only sold 16,400 units. There have been repeated recalls due to technical defects. Most recently, US authorities warned that the doors of the ID.4 could open while driving. Almost 100,000 vehicles are affected by the recall, and even worse, VW is currently not allowed to sell the model in the United States. The current business figures in North America are also not favourable. VW’s earnings programme for the region is said to be 1.3 billion euros short of expectations by 2025. A deficit of 700 million euros alone is estimated for higher discounts, with an additional 900 million euros for lower sales figures and an unfavourable model mix. The few positive effects can only offset this to a small extent. Country manager Pablo Di Si apparently planned far too positively, is now unable to deliver, and will thus probably have to resign soon. Stefan Mecha, currently head of VW in China, and Škoda CEO Klaus Zellmer are rumoured to be candidates to replace him. In any case, the challenges in the US market are considerable. It is not only sales of the ID.4 that urgently need to be boosted, but also expectations for the ID.Buzz, the vehicle of hope, have apparently already dwindled. And the bread-and-butter car for the US market, the SUV called Atlas, which is not available in Europe, is also getting on in years. VW also wants to become more American with the revitalised US brand Scout, which has been added to the portfolio following the takeover of truck manufacturer Navistar. Scout plans to present its first two models as early as next week, namely an SUV and a pickup truck, which will compete against popular models such as the Ford F-150, the Ram 1500 and the Chevrolet Silverado. Scout was actually supposed to be a purely electric brand. However, according to Manager Magazin, VW is now considering also offering plug-in hybrids from Scout. At the same time, the market launch of Scout is likely to be delayed by at least a year, according to the report. So far, Scout has announced a launch for the end of 2026 – but according to the report, this could become 2028. manager-magazin.de (in German)

Confirmed: No financial aid for Lilium from Germany

On Thursday, government representatives confirmed it had not reached a majority in favour of the project. Last week, numerous concerns of parliamentarians in the Budget Committee became known. However, Transport Minister Volker Wissing (FDP) had campaigned in favour of state aid in the form of a guarantee at the time. Later, both Federal Chancellor Olaf Scholz (SPD) and Federal Finance Minister Christian Lindner (FDP) “campaigned for the aid to the very end,” as Der Spiegel now writes. It is precisely this intensive campaigning by Scholz that is now causing scepticism. “It is always impressive what this man has time for,” Der Spiegel quotes a member of the Budget Committee. “I’ve never seen anything like it,” adds another committee member. “It would have been so easy to make decisions in the taxpayer’s interests.” While Scholz’s party, the SPD, favoured the state aid, according to its chief budget officer Dennis Rohde, there was no majority in the coalition. Bavaria’s Minister President Markus Söder (CSU) also called the decision on X a “bitter setback for Germany as a centre of technology.” The 50 million euro loan from the federal government would have been flanked by an equally high loan from the Free State of Bavaria. The Munich-based startup has long been struggling to obtain a state guarantee for a loan of at least 100 million euros – and had threatened to leave Germany if this did not work out. This threat caught on with some politicians, who feared the loss of a key technology of the future. The current decision was preceded by a so-called due diligence review, which the German government and the Free State of Bavaria had commissioned the state development bank KfW to carry out. Depending on the outcome, Lilium was to receive a potential state guarantee as collateral for a KfW loan. According to previous statements, Lilium is aiming for a credit volume of at least 100 million euros. Founded by graduates of the Technical University of Munich, the startup is developing a seven-seater electric aeroplane that takes off vertically. Only in the summer did the company announce a major order from Saudi Arabia with a firm order for 50 jets. The development of the electric vertical take-off and landing aircraft (eVTOL) is costly. The company employs 850 people at its headquarters in Oberpfaffenhofen near Munich, but has never generated any turnover. According to media reports, Lilium has already received 1.5 billion euros from investors and has largely used it up. According to Der Spiegel, the capital requirement until the planned type certification in 2026 should be between 300 and 500 million euros. The first manned flight is scheduled for 2025. spiegel.de (in German)

Will a consortium of investors support Northvolt?

This was reported by the news agency Bloomberg, citing insiders.Goldman Sachs Asset Management is Northvolt’s second-largest shareholder and, according to Bloomberg, is actively involved in finding a solution to the Swedish battery manufacturer’s “liquidity crisis.” There is talk of Northvolt needing 200 million euros to address its short-term needs – around 150 million euros are said to have already been secured through verbal commitments, the news portal reports. A Northvolt spokesperson declined to comment to Bloomberg. On Tuesday, the company announced that it was making progress on the financing package and was continuing to work “intensively” on the proposal. Co-founder Harald Mix had already announced in a Swedish newspaper commentary that he had provided more than 1.5 billion Swedish kronor (144 million dollars) in fresh capital. Northvolt has come under increasing pressure since the summer. At that time, it became known that shareholder BMW had cancelled an order for battery cells worth billions – apparently because the Swedes were behind schedule and BMW would no longer need the ordered prismatic cells at a later date. The Munich-based company is switching to round cells for the upcoming electric cars based on the Neue Klasse. The events surrounding the BMW order led to founder and CEO Peter Carlsson admitting that he had been “a little too aggressive” with his expansion plan. The focus was thus placed on supplying customers from the first Northvolt Gigafactory site in Skellefteå – further expansion was put to the test. However, this was just the start of a whole series of changes. A new CFO, Pia Aaltonen-Forsell, was appointed in July because her predecessor, Alexander Hartman, will revise expansion plans as Chief Transformation Officer. When a top manager is permanently assigned to this task alone, it is clearly no easy task. The newly formed management team has also decided to make its first cuts: In August, the research centre in California, which Northvolt had taken over in 2021 along with Cuberg, was closed down. In September, secondary businesses such as cathode material production and a battery storage plant were deprioritised to strengthen the core business – the production of battery cells. 1,600 jobs will be cut at three Swedish sites, and 20 per cent of jobs will be cut internationally. At the beginning of October, Northvolt announced that the subsidiary Northvolt Ett Expansion AB, responsible for the cancelled factory expansion, had filed for insolvency. The German Manager Magazin now writes, citing people involved, that this subsidiary was responsible for bundling production for Audi and BMW. “Audi, too, as confirmed by high-ranking Group and brand managers, has therefore initially withdrawn its order from Northvolt,” the article states. Bloomberg states that Goldman Sachs’ involvement is intended to give other investors a sense of security and persuade them to also participate in the necessary financing. It is not only pure investors who are involved in Northvolt, but also customers such as the Volkswagen Group and BMW. It means that there are also vastly different interests among the shareholders. While BMW has postponed its plans to purchase battery cells from Northvolt, the VW Group depends on the cells – for example, for Scania’s electric trucks or Porsche’s upcoming two-seater sports cars. Although VW had already hinted at helping Northvolt to scale up cell production in its factory, major financial injections from Wolfsburg seem rather unlikely in view of its own cost-cutting plans and the public censure of German plants. A Scania spokesperson told Bloomberg they are “in close dialogue with Northvolt” but could not comment further. bnnbloomberg.ca, manager-magazin.de (in German)

Porsche Macan driving report: Is the base model enough?

First things first: At this point, we do not know how much Porsche you will get for the entry-level price of 80,700 euros. The test car was equipped with numerous options from the still long list of extras (and extra charges), which pushed the price up into the six-figure range. Those reluctant to tick the boxes for the expensive options can order a Macan for less than 95,000 euros – and would still benefit from the full electric discount for company car taxation. But what is available for those 80,700 euros plus extras? Porsche’s base model also has a 100 kWh battery in the underbody, of which 94.9 kWh can be utilised. As the Macan does not get a suffix, we can rule out the smaller 83 kWh gross/75 kWh net battery that Audi offers in its Q6 e-tron PPE model. The Macan thus offers the same energy content as its all-wheel-drive brothers, even in the most affordable version, and the same charging power of up to 270 kW. The drive system is based on the Macan 4, presented at the world premiere in January – albeit without the second electric motor on the front axle. The permanently excited synchronous electric motor (PSM) has an active length of 200 millimetres and a diameter of 210 millimetres. Together with the pulse inverter designed for 450 amps, the motor has an output of 250 kW (265 kW in overboost) and a torque of 563 Nm. Porsche wanted to develop the sportiest SUV in the segment In times when 400 kW or more is not uncommon for electric cars, it sounds like a relatively manageable performance. However, with a top speed of 220 kph and 5.7 seconds for the sprint to 100 kph, the entry-level Macan is well in line with the competition. Its Audi counterpart, the Q6 e-tron Performance, takes a whole second longer to reach 100 kph and is ten kilometres per hour slower at top speed. And if you look at the bestseller in the segment, the Tesla Model Y, the Macan sits between the rear-wheel drive model with a large battery (5.9s; 217 kph) and the all-wheel drive model (5.0s; 217 kph) – with the difference that the Tesla is almost 30,000 euros cheaper. With a WLTP range of up to 641 kilometres, the Porsche is on par with the Q6 e-tron but ahead of the Model Y (600 km for the rear-wheel drive model). However, the two PPE electric cars need a battery that is around 20 kWh larger to beat the Tesla. The Q6 e-tron with the smaller battery achieves a range of 533 kilometres. However, we don’t want to compare models on paper but want to look at their performance on the road. When developing the new Macan, Porsche aimed to develop the sportiest SUV in the segment. A goal that will become important later on. An improved e-route planner complements the charging technology. When we requested a test route to Berlin in Metzingen, south of Stuttgart, with the battery half full, a fully planned route with three charging stops was provided within a few seconds. Sounds like a lot at first, but at second glance, it makes sense: on the one hand, with a full battery, you would certainly only have needed two charging stops on the way to Berlin – but there are also spontaneous journeys before which you can’t charge to 100 per cent as planned. The Macan knows its charging curve very well: it does not charge rigidly to 80 per cent (which would take 21 minutes), but often only to 60 or 65 per cent. Because the charging power is still very high and continues to decrease as the charge level rises, three short charging stops after Berlin are simply faster than two longer ones. None of the charging stops planned by the system were longer than 13 minutes. However, if you charge for 20 minutes during the first charging stop (because you just needed a longer break), the subsequent planning is adjusted. In terms of charging planning, the Macan software worked extremely well during the first short test. There are also well-thought-out details: for example, the calculated route to Berlin only displayed the utilisation of the first charging park in real-time (6/8 charging points free). Of course, displaying this for the other two charging stops would also be possible, but it would be pointless – the occupancy will change until you reach the charging park 450 kilometres away. The rest of the software made a decent but not outstanding impression. After getting used to it, the operation was possible without any further problems, and the software ran reliably. However, the test period was very short, so this is only of limited significance. From the customer’s point of view, none of the functions really stood out. There is no question that the Macan offers what some customers in this price class demand – such as good smartphone integration and access to services and apps they also use outside the vehicle. Porsche’s own App Centre and opening it up to content from other providers was certainly a big step for the company internally. For customers, however, it is now a matter of course that they can also use their Spotify or Tidal account via the car’s stereo system. Sporty: yes – practical: well… Speaking of stereo system, it can also influence the available space in the car, albeit in theory. As with the Bose system, which is available at extra cost, the subwoofer is installed under the boot floor (as with the Burmester system, which can be ordered later), and the compartment there can thus not be used for luggage. However, it is really only a flat shelf and not a separate sub-trunk, like in the Model Y. Even though the 4.78 metre-long Macan is certainly comparable with the 4.75 metre-long electric bestseller from Grünheide, they are two worlds apart. Anyone expecting similar exterior length and similar interior space will be…

Tesla Cybertruck under criticism in Europe over road safety

In an open letter to Czech Transport Minister Martin Kupka, they argue that the Cybertruck is potentially dangerous for other road users due to its size and design. The signatories include Antonio Avenoso, Executive Director of the European Transport Safety Council, André Sobczak, Secretary General of Eurocities, Barbara Stoll, Senior Director of Clean Cities, William Todts, Executive Director of Transport & Environment, Karen Vancluysen, Secretary General of POLIS – Cities and Regions for Transport Innovation, Geert van Waeg, President of the International Federation of Pedestrians and Jill Warren, Chief Executive Officer of the European Cyclists’ Federation. 🇨🇿Tak a je to, dneškem oficiálně máme registrovaný PRVNÍ CYBERTRUCK v ČR, byla to náročná cesta, ale zvládli jsme to a nyní už můžeme rozdávat radost i v Česku s tímto revolučním vozem 🇺🇸 So that’s it, today we have officially registered the FIRST CYBERTRUCK in the Czech… pic.twitter.com/CSKk0fR8cm — CyberTruck.cz (@CybertruckEU) July 12, 2024 The specific criticism lies in the maximum declared mass of the Cybertruck, which the letter asserts could not have legally passed the approval process: “We submit that the level of manipulation here regarding the declared maximum mass of the Cybertruck is unlawful. We similarly submit that there is no lawful way to approve and register a Cybertruck in the EU as a light duty goods vehicle because it fails the relevant test requiring the goods-carrying capacity of such a vehicle to be equal to, or higher than, its person-carrying capacity.” Crash absorption was also mentioned in the letter as being dangerous for traffic: “The Cybertruck’s non-existent or inadequate crash absorption brings unacceptably high risks to all other road users. Due to the self-certification system which operates in the US, the Cybertruck has never been crash-tested by any public authority.” The listed mass is stated to be 4 tonnes by Tesla, with some differences between model variants, however, in the documentation submitted to Czech authorities, it was listed as a maximum of 3.5 tonnes. Furthermore, the classification as a light goods vehicle is bizarre, as the EU regulation states that “the vehicle’s goods-carrying capacity must be equal to or higher than its person-carrying capacity,measured using a weight-based test.” The letter sets out the exact calculation proving this, as well. Furthermore, an owner of a Cybertruck in the Czech Republic was identified, who also documented having driven to Slovakia, which risks the Czech Republic “becoming a back-door channel to trans-ship such dangerous vehicles to other Member States.” In the letter, the signatories implore the minister to reexamine the registration and explain how the inconsistencies were made. In the meantime, the Cybertruck’s access to public street permit should be suspended. The Cybertruck also recently came under criticism when the Irvine Police Department of California purchased one of the $100,000 vehicles “to spark a conversation between officers and the community.” transportenvironment.org (letter as PDF),

Tesla appoints new head for Europe and USA

As Bloomberg and the Wall Street Journal report, Afshar has been “promoted.” Since joining Tesla seven years ago, he has worked in Musk’s office – first as Project Manager, later as Project Director. Since July 2020, his position description on LinkedIn has featured a smiley face with a cowboy hat – he was active around the construction of the Giga Texas. It says a lot that his current role is only clear via the insiders at Bloomberg and the WSJ. He is Vice President and is in charge of production and sales. In this position, Afshar is said to report to managers such as Troy Jones, Vice President of Sales and Service in North America, or Jason Shawhan, Head of Production at Giga Texas. Afshar is not without controversy at Tesla, as he is said to have stepped down from Tesla in 2022 and was also active at Musk’s companies SpaceX and X (formerly Twitter). The alleged background: When he was responsible for the Giga Texas, there is said to have been an order for a special glass at the company’s expense. It was suspected that company resources had been misappropriated. The WSJ reported last year that Tesla employees had been working on a secret project that included plans for a structure with glass walls, which was described internally as a house for Musk. However, Afshar declined to comment when asked by Bloomberg. Afshar to take over some tasks from Tom Zhu Tesla is only represented externally by three executives: In addition to Musk himself as CEO, these are Chief Financial Officer Vaibhav Taneja and Tom Zhu, Senior Vice President for Automotive. According to the Wall Street Journal, Zhu, who was long regarded as an internal beacon of hope, returned to China at the beginning of the year and filled his role from there. According to the WSJ report, Afshar is now to take over some of the tasks that previously fell to Zhu in his new dual role in North America and Europe. Afshar will continue to report directly to Elon Musk. A specific work assignment is not known, but Tesla has not been able to maintain the growth rate of recent years in either region. Depending on the market, registrations are rising more slowly or have even declined slightly. Although company-wide deliveries have increased again, the global price war has become visible in the business figures. In addition, Elon Musk no longer considers Tesla’s car business to be as crucial to the company’s future as it once was. He is investing more resources in robotics and artificial intelligence. According to Bloomberg, there have also been some changes in management positions in these areas: Ashok Elluswamy is now Vice President for Autopilot and AI software and Milan Kovac is Vice President for the humanoid robot Optimus. There has always been a high turnover of personnel at Tesla, including in top management. The last major departure was long-serving CFO Zach Kirkhorn in the summer of 2023. The suspension of Rebecca Tinucci’s entire Supercharger team this spring also made headlines – Tinucci now works for Uber. bnnbloomberg.ca, wsj.com, linkedin.com

XCharge opens new test centre in Hamburg

The test laboratory offers comprehensive opportunities to test the entire XCharge Europe product portfolio, as detailed in a press release. One focus of the test laboratory is to ensure compatibility with the latest electric vehicle models, “taking into account not only cars but also electric trucks and electric buses.” This should enable customers of new vehicles to charge as quickly as possible without complications at XCharge stations. In the past, there have occasionally been communication problems between vehicles and charging stations with new models or new software versions – not limited to XCharge, this has happened with various hardware providers and charging point operators. The new test centre in Hamburg will also be used to invite (potential) XCharge customers and demonstrate the C6, C7 and Net Zero Series charging stations on site. “We want to offer our customers a real ‘hands-on’ experience,” says Albina Iljasov, Head of Europe at XCharge Europe. “They can see, feel and experience for themselves how our charging stations work and how easy they are to operate.” In addition, the lab enables integration with various back-end systems, offers customisation options for software and supports future product development through market research. Even though XCharge originally comes from China, the Hamburg-based subsidiary XCharge Europe GmbH sees itself as a European company and wants to emphasise its own ambition to drive the development of electromobility in Germany and further strengthen its relationships with European customers and partners with this expansion, according to the press release. In addition to Hamburg, XCharge has been operating a test laboratory in Madrid since 2023. “With the opening of our test facility in Hamburg, we are honouring our promise to bring more added value to Europe,” says Iljasov. “It is particularly important to us to better understand our European customers and be able to respond to their needs. This measure will enable us to work even more closely with them and develop customised solutions for the European market.” The XCharge model range includes the C6 product series, with the adapted C6EU variant being particularly relevant in Europe – charging capacities of up to 200 kW are possible. The ‘Net Zero Series’ is a battery-supported HPC column that enables charging capacities of up to 210 kW with a relatively weak grid connection – the buffer battery uses LFP cells from BYD. The latest product is the C7, which was announced in 2023 and is expected to achieve a charging capacity of up to 420 kW. pressnetwork.de

General Motors founds joint venture for lithium production

The transaction replaces a January 2023 agreement between the two companies. At that time, GM promised a total investment of 650 million dollars. 320 million dollars has already been paid as the first tranche. The new contract replaces the agreement for a second tranche of $330 million and secures the aforementioned fresh $625 million for Lithium Americas. The Thacker Pass project is the largest known lithium source in the US and the third largest in the world. Initial work on the site near the Nevada-Oregon border began in March 2023, shortly after the first GM investment. One year later, the US Department of Energy also pledged a loan of 2.3 billion US dollars. The aim is to initially produce 40,000 tonnes of battery-grade lithium carbonate per year. Under the new investment agreement, GM will acquire a 38 per cent stake in Thacker Pass to support the construction of Phase 1. General Motors will also have exclusive access to this. It will enter into a 20-year offtake agreement for up to 38 per cent of Thacker Pass Phase 2 production volumes and retain its right of first offer for the remaining Phase 2 volumes. The manufacturer wants to secure material for one million electric car batteries per year. Deliveries are expected to begin in the second half of 2026. “Our relationship with GM has been significantly strengthened with this joint venture as we continue to pursue a mutual goal to develop a robust domestic lithium supply chain by advancing the development of Thacker Pass,” said Jonathan Evans, President and CEO of Lithium Americas. “Today’s joint venture announcement is a win-win for GM and Lithium Americas. GM’s JV Investment demonstrates their continued support and helps us to unlock the previously announced $2.3 billion DOE Loan. We will be working closely with GM to advance towards the final investment decision, which we are targeting by the end of the year.” “We’re pleased with the significant progress Lithium Americas is making to help GM achieve our goal to develop a resilient EV material supply chain,” said Jeff Morrison, SVP, Global Purchasing and Supply Chain. “Sourcing critical EV raw materials, like lithium, from suppliers in the US, is expected to help us manage battery cell costs, deliver value to our customers and investors, and create jobs.” According to an update from Lithium Americas, detailed engineering for the mine continues to progress and is 40 per cent complete. Site preparation for the main earthworks has also been completed, and the process plant area is currently being excavated in preparation for concrete placement, which is expected to begin in mid-2025. All major equipment has also been ordered. lithiumamericas.com

Mercedes to update EV lineup in the USA

Next to the technical improvements for the EQE and EQS models, which will mainly see an increased range due to a bigger battery, the electric G-Class has been presented. The new electric G-Class will start with the G 580, which is to start at the price of $161,500 and runs on a 116 kWh battery pack, which delivers a WLTP range of 293 miles. The vehicle features a quad-motor setup with a drive unit integrated into each wheel, allowing for an output of 431 kW and 785 lb-ft of torque (1,064 Nm). Acceleration to 62 miles (100 kph) takes 4.7 seconds and the top speed is set at 112 mph (180 kph). The new G 580 with EQ Technology is scheduled to be delivered to dealerships before the end of 2024. In terms of improvements for the older models, the EQE 350+ and EQE 500 will receive a slightly larger 96-kilowatt-hour battery, up from the current 90.6 kWh. The EQE 350 4Matic still continues to maintain the same battery pack, however, the range-topping EQE 350+ will now see its range grow from 307 miles to theoretically surpassing 330 miles per charge. Next to the battery improvement, Mercedes Benz is also planning to sweeten the deal for buyers of the EQE and EQS sedans with a $1,000 credit on their Mercedes me Charge accounts or a free home wall box charging station. The updated EQE and EQS vehicles are expected to arrive at U.S. dealerships by the first half of 2025. Furthermore, Mercedes writes: “Customers of new 2025 model year battery electric vehicles also receive two years of complimentary charging at the Mercedes-Benz High Power Charging network.” In its native market of Germany, Mercedes also recently lowered prices for its EQ models by up to 8 per cent, by abolishing the PDF price lists, which Mercedes justified with “greater transparency for customers.” insideevs.com, mbusa.com