Toyota and Nissan EV tax credit, US factory Vinfast, smashing partisan EV divide: The week in reverse

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Which automaker announced plans to build electric SUVs in North Carolina?

What is the most expensive material widely needed for EV batteries?

Here’s our look back at the week inside out – right here at Green Car Reports—for the week ending April 1, 2022.

Toyota and Nissan are soon offering intriguing new electric vehicles, the bZ4X and Ariya respectively. But they’re both nearing their 200,000 vehicle cap, which will soon trigger the end of the full $7,500 electric vehicle tax credit. We looked at how timing might work.

2023 Toyota BZ4X

It was a great week for putting in place the regulatory and political elements. The National Highway Traffic Safety Administration on Friday finalized tougher fleet fuel economy standards that will take the passenger vehicle and light-duty truck fleet to around 49 mpg in 2026. These standards, steeper in their annual advances from an earlier Biden administration proposal, supersede standards introduced by the Trump administration and could drive about 17% of electric and plug-in hybrid vehicle sales by 2026. Earlier in the week, the government The federal government reinstated higher penalties — and their collection — for automakers that fail to meet standards. This could assure Tesla of a “lucrative revenue stream” from emissions credit sales – and, perhaps, a higher value for those credits. And amidst it all, an alliance of 16 states and ethanol groups continues to challenge the EPA’s emissions rules, alleging that they signal that the EPA favors one technology over another.

USPS Next Generation Delivery Vehicle - Oshkosh Defense

USPS Next Generation Delivery Vehicle – Oshkosh Defense

The US Postal Service is effectively doubling its order for electric mail trucks, in a surprise move that throws another wild card in a confused hand surrounding its next-generation trucks, which will start hitting the roads in 2023.

If the United States sets policy around sales of all-electric passenger vehicles by 2035 and all-electric heavy-duty trucks by 2040, the American Lung Association predicted a cumulative $1.2 trillion this week in public health benefits from 2020 to 2050. climate benefits.

VinFast VF 8 prototype

VinFast VF 8 prototype

The week’s biggest domestic manufacturing announcement didn’t come from GM or Ford, but Vietnamese automaker Vinfast said it plans to produce electric vehicles in North Carolina starting in 2024, with a plant of 2 billion dollars capable of manufacturing 150,000 vehicles per year.

Stellantis and LG Energy Solution have announced plans for a joint venture battery plant in Canada. Potentially producing up to 45 GWh per year, enough for hundreds of thousands of electric vehicles per year, it will be the automaker’s first large-scale venture in North America.

Battery maker CATL on Wednesday announced a third-generation version of its cell-to-pack technology to help cut costs and create packaging advantages. He claims this version produces more power – in the same volume – compared to the latest Tesla 4680 format battery technology.

CATL's third-generation cell-to-pack technology

CATL’s third-generation cell-to-pack technology

Cobalt is the most expensive material needed for electric vehicles, and its recent price volatility threatens the affordability of electric vehicles. Did the United States drop control of this resource over oil?

According to a German magazine, Porsche is working on a version of its 911 sports car powered by solid-state battery technology. Porsche’s parent company, Volkswagen Group, is a longtime investor in semiconductor company QuantumScape and VW has suggested the technology could enable high-end models with super-fast charging packs later in the decade.

Former Tesla CTO JB Straubel, now CEO of battery recycling company Redwood Materials, recently suggested that electric vehicle batteries should last about 15 years. That’s a bit longer than battery warranties. Meanwhile, Straubel pointed out that given the current supply chain insecurities, the track for setting up EV battery recovery and recycling processes has become shorter.

Lotus Eletre

Lotus Eletre

Lotus has unveiled the Eletre, its first SUV as well as its first vehicle built outside the UK. The performance electric SUV will offer four-wheel steering and 350kW charging, and will be built on a new dedicated EV platform and developed with the extensive use of carbon fiber and aluminum, to stay true to the Lotus’ emphasis on lightness.

Kia plans to deliver its EV9 electric SUV in Europe in 2023, the company announced this week. The EV9 is one of 14 new electric vehicles expected from the brand globally by 2027. Despite earlier hints that the model was destined for the United States, Kia has not made a similar confirmation of the model. for America.

Kia Concept EV9

Kia Concept EV9

A recent study that highlighted how different the priorities are for owners of existing electric vehicles compared to “intended” ones who do not currently own one. Cost and convenience are higher priorities for intentions.

And the results of a national poll released Monday by an electric vehicle industry trade group suggest that the increasingly partisan division in Congress over electric vehicle policy may be out of touch with reality. He found that there is broad bipartisan support for “smart policies designed to increase adoption of electric vehicles,” including consumer incentives and public investment in infrastructure.

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