MAN hands over first eTruck handed to a customer

It makes for a beautiful picture in Leipzig: While noisy sports cars with combustion engines race along the circuit at the Porsche plant, a truck quietly rolls along an avenue. It is so quiet because it is a very special truck – the very first eTruck that MAN is delivering to a customer. At the same time, the highly symbolic location was chosen because the electric truck will travel daily on a route to the Porsche plant in Leipzig. Specifically, this eTruck with the model designation eTGX will be used by the haulage company Elflein to transport batteries from the Leipzig battery plant of the supplier Dräxlmaier to the Porsche plant for the electric Macan. The route is less than five kilometres long and therefore rather atypical for the application profile of the eTGX, which was actually designed for long distances. The eTGX handed over to Dräxlmaier and Elflein contains six battery packs totalling 534 kWh (480 kWh usable). It is designed to transport an average weight of 15.5 tonnes on the Dräxlmaier-Porsche route and has a 330 kW motor on board. The model presented in Leipzig is a “pre-series vehicle that is very close to series production,” as Jens Hartmann, eTruck project manager at MAN, told electrive. The vehicle has already been produced on the series production line at MAN in Munich “and is in no way inferior to the series product that we will see in a year’s time in terms of technical maturity.” However, MAN will not be talking about regular series production until next year, when the eTruck rolls off the production line in large volumes. MAN plans to deliver the first 200 eTrucks to customers before the end of this year – including two more for Dräxlmaier. With the eTGX, however, the modular system behind it is designed for great industrialisation, Hartmann explained: “From 12-tonne trucks upwards to 50-tonne trucks, all typical MAN truck products known today can be derived from the vehicle. eTGL, eTGS, eTGX, also with very broad configurability. Customers can choose any battery, from two to seven battery packs, depending on the application, range requirements and payload needs.” Ultimately, the eTruck is a modular system consisting of various battery systems, motors and charging systems. The charging technology can be either CCS or MCS. And the charging connection can be fitted on the left, right or on both sides at the same time, and further back in the case of the chassis version. mantruckandbus.com

Electrify America opens tech campus in Virginia

The Volkswagen subsidiary writes that it will use the expanded facility for advanced validation and stress-testing to ensure equipment and its components operate reliably in diverse real-world conditions. The tech campus contains two laboratories, with the Center of Excellence, which was opened in 2018, and now also features the newly opened Technology Development Lab. The Center of Excellence was built for hardware testing, interoperability testing and the development of software and firmware. The new lab now also offers enhanced validation testing, as well as “stress testing, maximum power delivery, and environmental testing.” Additionally, product component benchtop testing is also to enable the company to “build learnings for the future.” “Electrify America Technology Campus demonstrates our commitment to EV drivers today and in the future as we continue to both evolve and define a maturing industry,” said Robert Barrosa, president and CEO of Electrify America. “The comprehensive testing and analysis at our Center of Excellence and Technology Development Labs advance our ability to provide high-quality Hyper-Fast charging experiences to meet the needs of our customers and lead the way in developing solutions that benefit the industry.” Electrify America remains on an expansion course, having just announced a collaboration with Nissan’s new ‘Energy Charge Network’, as well as winning a tender to build charging infrastructure in California. A collaboration with 4 Gen Logistics was also announced recently to build truck charging infrastructure in California. By the end of 2023, the company had managed to expand its charging network across 47 US states. electrifyamerica.com

Voltera to set up two new charging hubs in California

The first site is located in Wilmington, not far from the Port of Long Beach and the Port of LA. It will offer a total of five megawatts of charging power, divvied up between a maximum of 30 stalls. “This ideal location will support the region’s significant drayage operations,” says the CPO. The construction is funded by the South Coast Air Quality Management District’s Carl Moyer Programme with 2.3 million dollars, and the Federal Highway Administration’s Reduction of Truck Emissions at Port Facilities Programme with 1.8 million dollars. The second site is located in Northern Califonia, namely in West Sacramento. It has a power supply of one megawatt and has room for up to 100 “electrified charging stalls.” The location is close to Interstate 5, which runs through California north to south, and Interstate 80, the second longest interstate in the US, connecting San Francisco on the West Coast with Teaneck in New Jersey on the East Coast. In either case, Voltera does not mention when the sites will open or the charging capacity of the individual chargers. “Securing these two sites in California is a significant step forward in our mission to support the electrification of commercial fleets,” said Sylvia Hendron, Chief Development Officer at Voltera. “Each location has been carefully chosen and developed to meet the unique needs of ZEV fleets, from proximity to key transit routes to securing necessary funding.” The California CPO was recently awarded 100 million dollars in debt facility from ING and Investec, on top of “ongoing equity support from EQT.” The latter is also named as an investor in the two California sites under development. Voltera says it “develops, owns, and operates strategically located, fit-for-purpose charging facilities to enable EV deployment and operation at scale.” To that end, it sets up EV charging infrastructure for electric cars and commercial vehicles. In this case, both sites will cater to the latter. In March, it opened a truck charging hub in Lynwood, California, near the ports of Los Angeles and Long Beach. The site was developed with Einride and can charge up to 200 vehicles per day. Voltera is also part of the US lobby organisation Powering America’s Commercial Transportation (PACT). The latter was formed by Daimler Truck North America, Volvo Group, and Navistar at the beginning of 2024 to promote the development of charging infrastructure for commercial vehicles. “The location of charging infrastructure for medium- and heavy-duty trucks is crucial for a sustainable energy transition in the trucking sector. Commercial fleets require access to power near major freight routes, along with ample space for vehicles to enter, exit and manoeuvre,” said Dawn Fenton, Board Chairperson, Powering America’s Commercial Transportation. “The work of PACT’s charging developer members is essential in ensuring that M/HD trucks and fleets have the necessary power infrastructure to comply with regulations. This effort is vital for accelerating transportation electrification and can serve as a strong indicator of the demand for utility services.” businesswire.com

Hongqi to bring two new electric cars to Europe

The vehicles on show are the EH7 saloon with dimensions of 4.98 metres in length, 1.92 metres in width and 1.49 metres in height and a wheelbase of 3 metres. And on the other hand, the EHS7 SUV with a length of 4.93 metres, a width of 1.95 metres and a height of 1.68 metres. The wheelbase is the same at 3 metres. Orders for both models have officially started in Europe. The EH7 is offered at a price starting at 49,999 euros, while the EHS7 starts at 53,999 euros. Hongqi wants to attack the European premium and luxury manufacturers, also or precisely because the prices are significantly lower. But whether this can really succeed is questionable. Robin Engelhardt was able to test the EH7 for us briefly at the Paris Motor Show and notes that the car is Chinese through and through: ‘Very comfortable chassis, lots of space in the back seat and zero feel in the steering. It’s certainly a comfortable motorhome, but unfortunately, our little test round didn’t show us what exactly you want to do better than Rolls-Royce or Bentley. Sure, the price is significantly lower – but in this segment that is probably one of the least important factors.’ The EH7 and EHS7 are built on the newly developed Tiangong electric platform, which was also unveiled at the trade fair. According to the company, this platform is characterised by a highly integrated electric drive system and a versatile voltage architecture, which is designed to extend the range and significantly reduce charging times. The EH7 saloon, for example, offers a range of up to 655 kilometres, while the EHS7 is designed to achieve 600 kilometres. Both vehicles should take 20 minutes to charge from 10 to 80 per cent at a fast charger. Liu Changqing, Vice President of China FAW Group Co., announced together with Nicholas Caillault, CEO of Car East France: ‘Hongqi is not just a new travel option, but a trustworthy and reliable friend you can rely on. We are ready!’ Hongqi aims to build an extensive sales and service network across Europe, with service points in 29 countries. The first steps have already been taken on the continent: the E-HS9, the brand’s flagship SUV, was launched in Norway and the Netherlands in 2022. Sweden, Denmark and Germany were later added to the list of countries for the model. Hongqi is working with the Swedish Hedin Group for European sales. Hedin had also organised European sales for the Chinese brand BYD, but BYD has since parted company with Hedin. Over the next five years, Hongqi plans to launch an additional 20 new models on the market in order to meet the growing demand for sustainable, high-quality electric vehicles in Europe. It will therefore be interesting to see whether Hongqi becomes a success story in Europe – Chinese car brands have had a hard time here so far. In the meantime, Hongqi has applied for approval of the E009 electric sedan in China. Like the EH7 and EHS7, the E009 was also developed on the Tiangong electric platform. The E009 is equipped with an electric motor with a maximum output of 210 kW (282 hp) and a lithium iron phosphate battery pack from CATL. However, there is still no information on range, charging time and other powertrain parameters. Source: Info via email, carnewschina.com (E009)

Infineon presents power module with silicon and silicon carbide technologies

It is precisely this combination of high performance and efficiency at low cost that Infineon sees as “crucial” to making electric mobility accessible to a broader market. The HybridPack Drive G2 Fusion is designed to do just that and set nothing less than “a new power module standard for traction inverters in the e-mobility sector,” as the Munich-based company confidently announced. The focus is on the name suffix ‘Fusion.’ Infineon uses both silicon-based semiconductors and silicon carbide (SiC) chips in the new module of the ‘HybridPack Drive’ series. SiC has a higher thermal conductivity, breakdown voltage and switching speed. SiC modules therefore switch faster, have lower heat losses and are simply more efficient – which in an electric car means more range for the same battery size. However, silicon carbide is also significantly more expensive than silicon – which is why SiC power modules have so far tended to be used in premium electric cars. Cheaper volume models, on the other hand, usually use silicon semiconductors. According to Infineon, the new module can reduce the proportion of SiC per vehicle while maintaining the same performance and efficiency of the vehicle and lowering system costs. For example, the German chip manufacturer promises that system suppliers can achieve almost the system efficiency of a complete SiC solution with just 30 per cent SiC and 70 per cent silicon. At the same time, the familiar properties of the ‘HybridPack Drive’ modules will also be offered. It can be “quickly and easily integrated in vehicle components or modules without requiring complex adjustments or configurations.” The HybdirdPack Drive G2 Fusion module delivers up to 220 kW in the 750 V class. “Addressing the demand for greater e-mobility range, this technological breakthrough smartly combines silicon carbide and silicon,” says Negar Soufi-Amlashi, Senior Vice President & General Manager High Voltage at Infineon’s Automotive Division. “Integrated in a well-introduced module package footprint it offers compelling cost-performance ratio over pure silicon carbide modules without adding system complexity for automotive system suppliers and vehicle manufacturers.” Infineon will exhibit the new HybridPack Drive G2 Fusion at ‘electronica 2024’ in Munich, Germany, from 12 to 15 November (Hall C3, Stand 502). infineon.com

CAM: China consolidates its position as EV market leader

One thing is clear: although the momentum varies greatly depending on the region and manufacturer, electric mobility continues to show strong growth worldwide, as the CAM states right at the beginning of the analysis for the third quarter. That is primarily due to developments in China, which continues to expand its global leadership role in electric mobility. In the first three quarters of 2024, 4.1 million battery electric vehicles (BEV) were newly registered there, an increase of 18 per cent compared to the previous year. BEVs thus account for 27 per cent of all new registrations in China. In addition, 2.2 million plug-in hybrids (PHEVs) were newly registered in the same period. The share of EVs – China itself tends to refer to new energy vehicles (NEVs) when combining BEVs and PHEVs – rose to 41.5 per cent of new registrations from Jan-Sept 2024. According to the CAM, if we look at the third quarter alone, the NEV rate even rose to 52.7 per cent, meaning that new energy vehicles accounted for more than half of all new registrations. After three quarters, the CAM attests to a “mixed picture” in Europe. Large markets such as France (217,000 BEVs) and the UK (270,000 BEVs) grew significantly by six and 13 per cent, respectively. In the UK, the market share of battery electric cars has risen to 18.1 per cent. That means the UK is on the verge of becoming the largest BEV market in Europe. In Germany, new electric registrations have fallen to 276,000 vehicles after three quarters, a decline of 29 per cent. In this country, only 13.1 per cent of new registrations between January and September were purely electric. Image: CAM Image: CAM Image: CAM Image: CAM Image: CAM To illustrate the situation: in 2023, the UK had 239,000 BEVs after three quarters, while Germany had 387,000 EVs. Just one year later, the two nations are virtually on par. ‘’Electric mobility in Germany is in a critical transition phase and needs more political orchestration,‘’ says study director Stefan Bratzel. “The reintroduction of a time-limited purchase subsidy and better framework conditions for electricity charged and urban charging infrastructure would have an important revitalising effect.” A brief look at the largest market in North America: There was a moderate increase in electric vehicle registrations in the US, albeit at a low level. New registrations increased by eight per cent and reached 946,000 units. The BEV share rose only slightly from 7.4 to 8.0 per cent. There is significantly more momentum in EVs in the manufacturers’ rankings. Among other things, Tesla’s figures reflect the sluggish development of the US domestic market. Although the manufacturer remains the global leader with 1.29 million BEV sales after three quarters of 2024, it recorded a slight decline of 2.4 per cent. At the same time, the competition is closing in, with BYD increasing its sales by 11.5 per cent to 1.17 million units. With these trends, a change in leadership is imminent. But the big problem is that the change in leadership has long since taken place when BEV and PHEV are added together. As is well known, Tesla only sells BEVs, while BYD also offers plug-in hybrids, which have experienced a boom in recent months. As a result, the BEV share of BYD sales has fallen from 50.2 to 42.6 per cent. ‘A key factor in this development is the sharp rise in new PHEV registrations: 2.2 million PHEVs were registered in the first three quarters of 2024, which corresponds to an increase of around 30 per cent compared to the 1.7 million new registrations in 2023,’ says the CAM. The figures for German manufacturers mentioned in the CAM analysis were communicated by the companies last week: The VW Group sold 506,500 BEVs (-4.6%) after three quarters, BMW was able to increase its BEV sales by 19% to 294,054 units, while BEV sales at Mercedes started to decline. However, there is a discrepancy in the exact figures: Mercedes itself counted 148,500 BEVs after three quarters (-22 per cent), but the CAM shows 135,900 BEVs (-26.8 per cent). The problem for German brands and BYD’s growth is a trend that is likely to continue, says Bratzel. “China is the leading market for electric mobility and increasingly also the leading supplier of electric vehicles,” says the professor at Bergisch-Gladbach University of Applied Sciences, Germany. “Many car manufacturers underestimated the dynamics of electric mobility in the world’s largest automotive market. The large number of attractive models from Chinese car manufacturers and the price war are putting pressure on German car manufacturers in particular.” Source: Info by e-mail; in German

Lucid sells off common stock to raise capital

On top of the more than 262 million shares on public offer, Lucid’s majority stockholder, the Saudi Arabian Public Investment Fund (PIF), announced that it would purchase an additional 374,717,927 shares of common stock from Lucid. Specifically, the shares will be acquired by PIF subsidiary Ayar Third Investment Company, who will then maintain its approximately 58.8% ownership of Lucid’s outstanding common stock. “In addition, Ayar has indicated that they intend to purchase from us, in the event that the underwriter exercises its option, additional shares of our common stock to maintain its ownership of Lucid’s outstanding common stock,” the carmaker specifies. The underwriter has been granted a 30-day option to purchase up to 39,367,040 additional shares of its common stock. All this comes amid possible worse-than-anticipated Q3 results. While the data has not been officially communicated, Reuters reports that Lucid expects losses “in the range of $765 million to $790 million” in the last quarter. Analysts had previously estimated losses amounting to $751.65 million. So far, the US manufacturer has only published its production and delivery figures. While Lucid delivered 387 more units in the third than in the second quarter, production was down. Moreover, to reach its targeted production of 9,000 EVs for the whole of 2024, Lucid would have to build more than 3,000 electric cars in the last three months of the year. Considering that about 1,805 units rolled off the production line from July to the end of September, that seems very unlikely. The money from its stockholders is thus desperately needed. Lucid says it will use the net proceeds from the public offering and the investment by Ayar “for general corporate purposes, which may include, among other things, capital expenditures and working capital.” About two months ago, Ayar injected 1.5 billion dollars into Lucid Motors, which the carmaker said were sufficient funds until the end of 2025. It was already its second investment, after buying one billion dollars of newly created series of convertible preferred stock via private placement in March of this year. This time, Ayar Third Investment will buy 750 million dollars worth of convertible preferred stock and provide a similar amount as a credit line. The public offering announcement sent Lucid’s shares down 12% in after-market trading on Wednesday. Overall, shares of Lucid have fallen 22% this year. lucidmotors.com, reuters.com

Chinese EVs abound: How Hongqi, GAC and co. are turning the Paris Motor Show upside down

Mobility trade shows have undergone a major upheaval since the coronavirus pandemic. Some have disappeared completely (like the Geneva Motor Show), while others are becoming more and more fragmented every year (like the IAA). So far, none have been able to build on old successes. The Paris Motor Show would probably be much smaller if numerous Chinese car manufacturers did not breathe new life into the trade fair. With Mercedes-Benz, Porsche, Hyundai, Toyota, Cupra, Nissan and Volvo, many car manufacturers for whom Paris used to be a must-attend event were again absent this year. France holds the fort While most other car manufacturers prefer to organise their world premieres at their own events, Citroen and Renault remain loyal to the motor show as their home event. With the R4 and the C4, both are showing new electric SUVs and made electric mobility the centrepiece of their booths. We took a detailed look at the R4 before its official world premiere. While Renault is clearly surfing the retro wave with the R5, R4 and the Twingo concept, Stellantis is looking to the future and is bringing Leapmotor with it. The joint venture aims to offer relatively affordable electric cars from China in Europe. Ford is back Apart from Tesla, electric mobility has not been a success story for US car manufacturers. Ford had nothing on offer for a long time apart from the Mustang Mach-E, but new models with VW technology are now set to change that. The Capri and Explorer are both based on the MEB from Wolfsburg, so you could also say that Ford can do little without outside help. However, the result is certainly convincing, as the Explorer has a higher-quality interior and more fluid software than its VW sister models. Cadillac: Poorly finished chunky vessels We dared to test drive the second American OEM represented in Paris, as Cadillac wants to make its comeback in Europe with the Lyriq. A quick lap through the narrow Parisian streets revealed an ambivalent picture. One-pedal-drive makes the Lyriq good, the steering is not bad for an American (but not good either), and the space on offer is ample. The software is clearly laid out and runs smoothly, and the emergency brake assistant ensures greater safety with large red lights and seat vibration. Unfortunately, the workmanship is atrocious, as is the layout. In the back seat, Cadillac has ensured that there is not enough headroom for a 1.80-tall person – a no-go for a car of this type. In combination with high prices, this is the perfect formula to remain irrelevant in Europe. Artificial intelligence moves in at Xpeng As a young, listed startup, Xpeng is very different from many other Chinese car manufacturers, most of which are traditional state-owned companies. That is also noticeable at the trade fair booth. Where others show plug-in hybrids or mediocre 400-volt products, Xpeng is the only one to offer an 800-volt platform. There is no rollback to the hybrid. Everything here remains electric. The P7+, an Xpeng P7 that has been improved in some respects, is a novelty. What the Far Eastern manufacturers all have in common is that they were less interested in ground-breaking innovations in Paris and much more interested in making their presence felt in Europe. Electric is standard, PHEVs are still here to stay One trend continues, and one is surprising: the proportion of BEVs on the trade fair booths has increased further, and many booths are already ‘fully electric.’ Where there are still combustion engines, they are almost always electrified; you have to look for pure combustion engines with a magnifying glass. What is remarkable is a tectonic shift among the German OEMs: while BMW, once the loudest advocate of drive diversity, is presenting exclusively electric cars, the VW Group, which was once fully trimmed for electric, is once again presenting plenty of combustion engines. Chinese diversity The half-dozen Far Eastern car manufacturers impressively demonstrate how heterogeneous the industry in China is. From traditional corporations to startups, everything is represented, in all price regions and with different drive concepts. Strategically, there are major differences; many are long-term and rather cautiously orientated, but some are also overconfident and comparatively haphazard. Two things are now clear: on the one hand, China will become a permanent fixture in the European car market, even with punitive tariffs – and then with local production facilities. On the other hand, not all OEMs now pushing into Europe will survive. The Chinese car industry is facing the prospect of major consolidation in the medium term. The great upheaval has only just begun Motor shows are always an indicator of the state of the industry. In Paris, it became clear how much momentum is currently building up. Many newcomers still present at other trade fairs (e.g. Nio or MG) have disappeared again. However, with Hongqi, GAC and Aito, other lesser-known Chinese manufacturers are making their way onto the European market. Although pure BEVs dominate the market and are here to stay, plug-in hybrids are once again taking centre stage. Intense competition between Chinese suppliers and European regulations, ranging from punitive tariffs to emission regulations, are keeping the entire industry on its toes. The hoped-for recovery of the ‘motor show’ concept also failed to materialise in Paris; this year’s Paris Motor Show was no match for the pre-pandemic trade fairs.

Electric motorbike manufacturer Energica is bankrupt

According to Energica, the company’s Board of Directors has decided to initiate judicial insolvency proceedings under Art. 121 et seq. of the Italian Insolvency Code. “Despite the efforts from the management in actively and extensively pursuing a search for new investors – always with the aim of preserving going concern in the best interest of creditors – it has become clear in the last few hours that these alternative options are no more viable, thus leaving the company with no other choice than resolving for the opening of a bankruptcy judicial liquidation,” it says. In other words, Energica is broke and sees no other way out other than to go to the insolvency court. There have already been rumours of financial problems in recent weeks. As the American investor Ideanomics is in trouble itself, Energica could not expect any fresh capital from its most important shareholder – Ideanomics controls 75 per cent of Energica. Over the past two years, the motorbike manufacturer has been looking for additional investors, but the search has remained unsuccessful. Just how deadlocked the situation at Energica is (which has presumably also deterred potential investors) is made clear in a bold note at the very end of the press release on the insolvency: “This press release is attributed to the founding members of Energica. It is noted that Ideanomics has chosen not to comment.” The company was officially founded in 2014 as Energica Motor Company Srl, but work on the design of the electric motorbikes had been going on in the background since 2009. The founding team listed the company on the Milan stock exchange in 2016 to finance its growth, which was no longer possible with its own funds. Ideanomics joined the company in 2021 and enabled the market launch of the new Experia model with its financial injection. In March 2022, Ideanomics successfully completed a voluntary takeover bid and delisted Energica from the stock exchange – to make the company freer and more flexible from investor constraints. However, numerous factors have meant that the market for electric motorbikes has not developed as Energica had hoped. “The subsequent crisis in the electric market and the decline in sector investments impacted Ideanomics, and consequently, compromised Energica’s investment capabilities,” the company now writes. “The company has also faced challenges from the downturn in the automotive market and supply chain, being particularly affected as a small and medium-sized enterprise.” energicamotor.com

‘I, Robot’ director complains about Tesla’s ‘We, Robot’ event

The comparison he posted on X does indeed show obvious similarities. “Hey Elon, Can I have my designs back please?” writes Alex Proyas. Ok, the autonomous car in which actor Will Smith was travelling was designed in cooperation with Audi at the time – and was called the Audi RSQ. However, the similarity between the autonomous van in the film and Tesla’s Robovan cannot be dismissed entirely. Incidentally, Tesla had named its event ‘We, Robot’ – clearly in reference to the film in question. Proyas received not only encouragement at X but also some criticism. The design of the humanoid robots in his film was based on those in the film Metropolis, the buses are similar to locomotives from the Art Deco era, and the 1939 Düsenberg Coupé could have inspired the cars, argues one user. Another responded to Proyas: “Be honored. What you did with CGI and a green screen, @elonmusk did in reality.” However, Elon Musk apparently didn’t quite manage to bring Troyas CGI effects to life. As insiders told Bloomberg, the Optimus robots used at the event by Tesla as bartenders and dancers, among other things, did not act completely autonomously by any means – but were in part remote-controlled by humans, according to the allegation. This cannot be verified at present. Nevertheless, the Optimus prototypes ran without a hitch. So that supposedly worked. However, the bartender’s movements probably still needed some assistance. Bloomberg also reports that the use of the humanoid robots at the event was not actually planned at all – until Elon Musk requested it around three weeks before 10 October. “The late notice meant there wasn’t time to get the software up to speed, making remote operation necessary, the person said,” Bloomberg writes. x.com, bnnbloomberg.ca