Will we now have the required energy producing infrastructure to underpin the large transition to EVs? Can energy grids survive the transition to electrical automobiles? The electrification of the automotive business represents one of the dramatic shifts in power consumption conduct in human historical past. Over the following twenty years, electrified powertrains will grow to be the dominant alternative for gentle automobiles. In 2016, 4.4% of all gentle automobiles manufactured worldwide used battery electrical or hybrid powertrains – for 2021, this determine is anticipated to succeed in 21.4%. By 2036, nonetheless, battery electrical and hybrid powertrains will energy 71.1% of all gentle automobiles constructed. This may inevitably result in a big decline within the demand for fossil fuels with an related enhance in demand for electrical power from energy grids. A standard criticism of plug-in electrified automobiles from some corners is that right this moment’s energy grids is perhaps unable to deal with the elevated utilization they’ll carry, however is there any validity to that argument? We will start to unpack these questions utilizing analysis performed on the US market by automotive YouTube channel Engineering Defined, together with energy consumption figures supplied by the US’s Vitality Data Administration (EIA) and MPGe rankings supplied by the Environmental Safety Company (EPA). Throughout the US, the typical mileage lined by every driver is round 13,500 miles per 12 months. With 231.6 million licensed drivers within the nation, that equates to a complete of three.13 trillion miles lined in complete by all drivers within the US. Utilizing the EPA’s miles-per-gallon-equivalent (MPGe) figures, we are able to extrapolate how a lot electrical power could be wanted for these miles to be lined by electrical automobiles. This determine serves as a way to match the power consumption of electrified automobiles with that of a gasoline-powered one. A central assumption to this determine is that every gallon of gasoline equates to 33.7kWh of power. You will need to word that the MPGe determine assumes an ideal conversion of gasoline into electrical energy on the energy plant and doesn’t take note of effectivity losses on this course of. Nonetheless, contemplating this briefing is concentrated on the impression EVs can have on the power-grid stage, MPGe can present a helpful indicator of the elevated load EVs might signify as they start to make up a bigger proportion of all automobiles on the street. Clearly, MPGe figures range from automobile to automobile. For instance, among the many lowest EPA rankings sits the Porsche Taycan Turbo S, which achieves an MPGe determine of 68 whereas, on the different finish, are fashions such because the Tesla Mannequin 3 Commonplace Vary Plus rated at 142 MPGe. With fashionable EVs together with the Tesla Mannequin 3 and Mannequin Y, the Ford Mustang Mach-E, the Kia Niro electrical and the Nissan Leaf all returning greater than 100 MPGe, we are able to use that determine as a secure common for all EVs. That is pretty conservative and, with new EV developments taking place on a regular basis, will inevitably enhance sooner or later.

Manufacturing of Rivian’s first mannequin has simply begun with the order financial institution stretching into 2023. Subsequent comes a second massive EV however what about after that? The one vehicles being constructed at Regular throughout the first months are the so-called ‘Launch Version’. The ‘Journey Package deal’ and ‘Discover Package deal’ variants shall be added from Q1. It’s been fairly a journey for this agency, and in distinction to different fledgling start-ups, there was little in the way in which of controversy. As a substitute, quiet and regular progress with, inevitably, some delays. Varied massive title buyers have piled in but Robert ‘RJ’ Scaringe has maintained a reasonably low media profile. His coverage appears to be one among having Rivian do its utmost to stay to said deadlines and let the automobiles do the speaking. With an anticipated US$5-8bn set to be raised by way of an IPO, this seems to be working. The 5.5 m lengthy ‘Rivian Number one Truck’ will hit 60 mph in fewer than three seconds, and the utmost EPA-rated vary from the Samsung SDI-supplied pack is 314 miles. There are three battery decisions: 135 kWh and 180 kWh, to be adopted within the second half of 2022 by a less expensive 105 kWh various. All vehicles have four-wheel drive because of a 147 kW motor for every wheel. Energy and torque outputs for subsequent 12 months’s base variant are 300 kW and 560 Nm. Equivalents for the 135 kWh and 180 kWh vehicles are 522 kW and 562 kW whereas every produces 1,120 Nm. Different parts of the R1T’s specification have been extensively reported however to refresh, there’s one physique and this 4 full-sized doorways.

GM sees radar expertise as a part of the answer for ADAS and autonomous automobiles, which is the place Oculii is available in. Normal Motors has invested hundreds of thousands of {dollars} in Oculii, a US-based startup trying to enhance the efficiency of radar sensors to be used in automated driver help methods (ADAS) and autonomous driving. The information comes shortly after Oculii’s Might 2021 funding spherical the place it raised $55 million from a spread of OEM and Tier 1 suppliers together with Hella. The startup already holds almost a dozen patents within the subject of radar sensing. Radar sensors fireplace a centered beam of radio waves in entrance of the automobile to detect obstacles by reflecting that beam again to a receiver unit. This setup affords distinctive accuracy for distance detection and operates in virtually all climate situations, plus radar sensors are extra inexpensive than competing LiDAR (light-based sensors) and various approaches. Radar is a perfect sensor for stage 1 autonomous methods akin to adaptive cruise management that may match the velocity of the automotive in entrance. Nonetheless, the ‘decision’ of the picture supplied by radar is poor. Whereas radar can very precisely inform how distant an impediment is from the automobile, it can’t inform what sort of impediment it’s or in what route it’s transferring apart from its proximity to the radar sensor. This implies the applying of radar sensors in stage 2 and above autonomous methods is restricted as a result of they should construct up a extra detailed image of the world round them – together with the flexibility to inform the distinction between static obstacles, different automobiles and pedestrians, and their relative trajectories. Most stage 1 and a couple of autonomous methods bought right this moment embody radar as a part of the general sensor suite, alongside current imaginative and prescient cameras, ultrasonic and LiDAR sensors. Tesla, nonetheless, is notable for its choice to omit radar from Mannequin 3 and Mannequin Y automobiles constructed from Might 2021 onward, as a substitute banking on its so-called Tesla Imaginative and prescient system fully based mostly on imaginative and prescient cameras and machine studying picture processing. The corporate insists the system can collect sufficient element from simply its imaginative and prescient cameras to securely categorise and decide the situation of obstacles round it, and plot a secure course ahead. Nonetheless, critics have identified that imaginative and prescient cameras can get confused by dangerous climate or sudden situations. Oculii believes it could possibly make radar sensors a extra engaging choice to tier 1s and OEMs through the use of software program to reinforce the decision of current commercially obtainable radar sensors. Its system makes use of synthetic intelligence to dynamically regulate the radar waves in response to the setting. Whereas Oculii is being understandably secretive about precisely how that is achieved, it claims the software program can improve the sensing accuracy of current radar methods by as much as 100 occasions.

Normal Motors chief govt Mary Barra has stated the automaker plans to make adjustments in its provide chain to assist deal with the persevering with semiconductor chip disaster that has compelled vital manufacturing cuts. “We’re going to make some fairly substantial shifts in our provide chain,” Barra stated in an internet interview monitored by Reuters. “We’re already working a lot deeper into the tiered provide base as a result of typically Normal Motors doesn’t purchase chips (instantly) however (our suppliers do). However now we’re constructing direct relationships with the producers.” A GM spokesman declined to remark additional to Reuters on how the corporate may shift its provide chain. The information company famous that, this week, the White Home and the US Commerce Division plan a gathering on the chip disaster which has brought about manufacturing cuts by automakers all over the world. Final week, GM stated it had doubled the variety of models the semiconductor scarcity would value it within the second half. Barra stated the problem was a “solvable downside, however it’s going to be right here slightly longer”.

Magna Worldwide and Veoneer introduced the expiration of the ready interval underneath the Hart-Scott-Rodino Antitrust Enhancements Act of 1976, or HSR Act, in reference to the beforehand introduced acquisition of Veoneer by Magna. Underneath the settlement introduced on 22 July, 2021, Magna will purchase all the issued and excellent shares of Veoneer for US$31.25 per share in money, representing an fairness worth of $3.8bn, and an enterprise worth of $3.3bn, inclusive of Veoneer’s money, internet of debt and different debt-like gadgets as of 31 March, 2021. The ready interval expired at 11: 59 p.m. on 13 September, 2021 with out the issuance of a so-called second request by the US Federal Commerce Fee or the US Division of Justice Antitrust Division. Expiration of the ready interval underneath the HSR Act satisfies one of many situations obligatory for the completion of the merger. Moreover, the businesses have submitted funding screening filings in France, Germany and Italy, and have submitted draft antitrust filings (requesting evaluations underneath relevant simplified procedures) within the European Union and China. The businesses are additionally progressing antitrust filings in South Korea and Canada, the opposite two jurisdictions by which approvals are required. A particular assembly of Veoneer stockholders is scheduled to happen nearly by way of webcast on 19 October, 2021 and can ask stockholders to contemplate and vote on a proposal to undertake the Magna merger settlement.

The UK is seeing a powerful surge in used automotive costs because the chips scarcity causes brief provide and lengthy ready lists for brand new vehicles. UK common used automotive costs rose by 16.6% throughout the first eight months of 2021, in response to market analyst Indicata UK. Increased demand can be hitting used automotive inventory ranges within the commerce, with shares round 9% decrease at sellers now in contrast with initially of August. Total used automotive gross sales to August this 12 months had been up by 24.9% in contrast with the identical interval in 2020, and by 4.8% in contrast with pre-pandemic 2019. Indicata group gross sales director Jon Mitchell stated: “Patrons proceed to clamour for no matter inventory they will get their palms on and customarily sellers are holding onto nearly all of their half alternate inventory to retail.”

Stellantis stated Mike Manley would depart his position as head of Americas to grow to be CEO of AutoNation, America’s largest automotive retailer based mostly in Florida, from 1 November. He apparently gained’t get replaced instantly. Mark Stewart (COO, North America) and Antonio Filosa (COO, Latin America) will now report on to CEO Carlos Tavares. The transfer takes Manley again to his roots. In response to Wikipedia, he began within the auto business as a trainee at automotive financing firm Swan Nationwide, labored for Renault and Peugeot dealerships, then on to the Lex Autosales automotive supplier group. After Lex was purchased by DaimlerChrysler UK, Manley grew to become the automaker’s director of community growth and was transferred to the US in 2003. In 2008, he grew to become EVP of planning and gross sales for Chrysler adopted by COO for Asia. In 2009, Manley grew to become Jeep CEO, overseeing a gross sales rise from 320,000 automobiles in 2009 to 1.23m in 2015. He reportedly had stated being appointed the pinnacle of Jeep was “the turning level of his profession”.

Renault says it might minimize as much as 2,000 engineering and assist jobs in France, because it seems to transition to new mobility. The automaker’s administration and French labour our bodies have began talks with a view to concluding a nationwide multi-year labour settlement for the interval, 2022-2024. Regardless of the job reductions, Renault provides France would grow to be Renault’s central hub for electrical automobiles. It is going to intensify industrial exercise within the EV subject and manufacturing of core electrical engines could be established inside French borders. Total, the producer says its plans would see a internet enhance of 500 jobs because it seems to recruit 2,500 new positions. Topic to settlement, the Group plans to allocate the manufacturing of 9 new automobiles to its French crops, a majority of which might be 100% electrical. ElectriCity could be answerable for the manufacturing of: Mégane E-TECH Electrical, the long run electrical Renault 5, the electrical model of New Kangoo, an electrical SUV challenge and one other future automobile. The Dieppe plant would produce a brand new Alpine automobile, whereas the Sandouville plant would manufacture the New electrical Trafic. Lastly, the automobile following-up to Grasp in addition to a automobile developed for a associate could be produced on the Batilly plant. The Cléon plant could be answerable for the long run 100 kW electrical engine in addition to the related worth chain. These initiatives, which increase on beforehand introduced initiatives, embody Re-Factoryin Flins and ElectriCityin the Hauts-de-France area.

China’s main electrical automobile (EV) battery producer, Up to date Amperex Know-how Co Ltd (CATL) plans to start manufacturing of sodium ion batteries late subsequent 12 months, an organization govt stated. CATL unveiled its sodium ion battery in July, saying the breakthrough marks a key milestone in its quest for develop various supplies for EV batteries. The corporate expects shortages of mainstream supplies akin to nickel sulphate to emerge by 2025 as world demand for EVs continues to surge. The corporate claims its sodium ion batteries can obtain power densities of as much as 160 Watt-hour per kilogramme, which it says is the best on the planet for this class of battery. The assistant to the corporate’s chairman, Meng Xiangfeng, informed an business convention final week the corporate had solved some key technical points and has additionally addressed a scarcity of accessible uncooked supplies for the manufacturing of sodium ion batteries.

Normal Motors President Mark Reuss has revealed GM’s group of three all-new motors that can energy its Ultium-based EVs. Designed by GM, the 180-kilowatt front-drive motor, 255-kW rear- and front-drive motor and 62-kW all-wheel drive help motor are a part of Ultium Drive. GM says all three motors had been calibrated in-house to make sure the best stage of efficiency in Ultium-based EVs. The motors have additionally been constructed as a scalable household, sharing design rules in addition to related tooling and manufacturing methods. “Twenty years of electrical drive system growth and greater than 100 years of high-volume automobile engineering are serving to GM pivot rapidly from typical automobiles to EVs,” Reuss stated at a convention. “Our vertical integration on this area, encompassing each {hardware} and software program, helps give us management over our personal future and a big aggressive benefit.” GM maintains the 180- and 255-kW models are everlasting magnet motors designed with the purpose of minimizing reliance on heavy uncommon earth supplies whereas the 62-kW unit is an induction motor. As many as three electrical motors can be utilized in a single EV – variations of the 2022 GMC Hummer EV will characteristic three separate 255-kW motors, yielding a GM-estimated output of 1,000 horsepower. GM engineers have additionally developed the software program for Ultium Drive’s motor controllers, which is vital to serving the propulsion wants of varied automobile varieties with a minimal set of parts.

Have a pleasant weekend.

Graeme Roberts, Deputy Editor, just-auto.com