S2 E3: EQC production, VW Gigafactory, ID.3 pre-orders, Nikola Motor event, Model S & X range increase, Model 3 lease, and Colorado charging bill

Mercedes EQC hits low volume production

[InsideEVs] “Let’s get the stats out of the way first. The EQC packs an electric motor at each axle and an 80-kilowatt-hour lithium-ion battery. The combination is good for 402 horsepower, 561 pound-feet of torque, and, according to Mercedes-Benz, 277 to 293 miles of range per charge while consuming power at the rate of 20.8 to 19.7 kWh per 100 kilometers, when measured on the New European Driving Cycle. U.S.-specific numbers, via the EPA or on the globally accepted WLTP scale, aren’t available just yet. Recharging at 240-volt/32-amps takes 10 hours to go from 10 to 100 percent. Every EQC can handle DC charging at 110 kilowatts, allowing owners to go from 10 to 80 percent charge in just 40 minutes.”

Source: https://insideevs.com/reviews/349606/mercedes-benz-eqc-first-drive/

VW Group moves forward with $1.1b battery plant

“The Supervisory Board and Board of Management of Volkswagen AG took important decisions for the future of the Volkswagen Group today. As part of its electrification offensive the Volkswagen Group is to move forward with setting up a battery cell production facility in Europe under a partnership. To that end, the Supervisory Board approved investments of just under one billion euros at today’s meeting. It is planned to locate a battery cell production facility in Lower Saxony (Salzgitter). It was also decided to begin concrete negotiations on the planned new multibrand plant in Europe with the remaining potential locations.”

Source: https://www.volkswagen-newsroom.com/en/press-releases/supervisory-board-and-board-of-management-take-important-decisions-for-future-of-volkswagen-group-4982

Pre-orders for the ID.3 open for Europe

“The ID.3 1ST special edition, which has been especially configured for pre-booking, includes high-quality, high-performance equipment and is limited to 30,000 vehicles. Volkswagen is equipping the ID.3 1ST with the medium-sized battery option later available for the ID.3 series, which is expected to be most popular. With the three series battery options, ranges between 330 (205 mi) and up to 550 (342 mi) kilometers in accordance with WLTP will be possible. The pre-booking special edition has a range of 420 km (261 mi) (WLTP). ”

“Pre-booking is being offered in 29 European markets. The most important markets in Europe for the ID.3 will be Norway, Germany, the Netherlands, France, the UK and Austria. On average, Volkswagen plans to deliver more than 100,000 vehicles per year to customers.”

Source: https://www.volkswagen-newsroom.com/en/press-releases/volkswagen-offers-pre-booking-for-the-first-time-4956

Nikola Motor event

5 products in 2 days at a conference style event. The introduced an electric wav runner, electric ATV, electric OHV vehicles for military use, and two semi trucks, one for North American markets and one for European markets.

Nikola Two:

2,000 lb feet of torque

1,000 horsepower

500-750 miles of range (805-1,207 km)

13” instrument cluster

17” infotainment display

Torque vectoring rear wheels

Standard with advanced hardware capable of active safety features

Hydrogen version: 80 kg tank

Battery version: It will come with a 500, 750, or 1000 kWh

Production in 2022

Nikola Tre:

300-750 miles of range (483-1,207 km)

Hydrogen version: 60 kg tank

Battery version: It will come with a 500, 750, or 1000 kWh

Production in 2023

Advantages

I like Nikola CEO Trevor Milton’s enthusiasm. 

I also like Nikola has a zero emissions mission.

As it stands right now hydrogen appears to be better for long haul than battery electric vehicles due to large weight difference. 

They’ve been touting that refueling hydrogen is faster than batteries but that does not factor in any current or future development in DC fast charging like Tesla’s Semi Megachargers.

I think their two best chances of revenue among their product line are their semis and Reckless military vehicle.

Challenges

For commercial fleet vehicles, Nikola appears to be pioneering the production and distribution of hydrogen. They are building this infrastructure from the ground up as according to US Department of Energy, there are only 47 public hydrogen stations in North America.

The other challenge I see if having enough capital to drive new 5 vehicle programs and build a network of hydrogen stations at the same time. This sounds as ambitious as some of Elon Musk’s claims. Ultimately, execution will be the true proof of whether all of Nikola’s plans will happen.

Source: https://www.allthingsev.info/youtube/2019/4/30/nikola-world-recap-5-new-vehicles-in-2-days?rq=nikola

Tesla Model S and X get range bumps

Model S goes from 335 to 370 miles. (539 to 595 km)

Model X goes from 295 to 325 miles. (475 to 523 km)

“…which combines an optimized permanent magnet synchronous reluctance motor, silicon carbide power electronics, and improved lubrication, cooling, bearings, and gear designs to achieve greater than 93% efficiency.”

Source: https://www.tesla.com/blog/longest-range-electric-vehicle-now-goes-even-farther

Model 3 now available for lease

Model 3 leasing is now available for as little as $399 per month with 10,000 mi per year 36 month term. There are some caveats: 1) The Standard Range is not eligible for lease and 2) At the end of the lease term you must give the car back to Tesla. They have indicated they intend on using those vehicles for the RobiTaxi fleet.

Colorado EV Charging Bill HB19-1298

This bill was passed by legislators in the session that ended on May 3. It allows law enforcement to write a $150 ticket to anyone vehicle owner blocking an EV charging stop in Colorado. There must be a clear sign stating the statute and fine amount in order for the law to be enforced. There is a grace period of 30 minutes for EV once charging has stopped. The bill excludes EVs parked at a hotel and airport, or between the hours of 11pm-5am.

The bill was a bi-partisan bill backed by Representative Jovan Melton and Senator Kevin Priola. Once the bill is signed by Governor Polis the law will go into affect August 3.

I’m proud to say this bill was driven soling by electric vehicle owners in Colorado with a Denver Tesla Club member point person Kamala Vanderkolk.

Why did I support this bill? If any area intends to encourage EV adoption, it is imperative that charging spots are protected - especially in remote areas where there may not be very many charging options.

Bill details: https://leg.colorado.gov/bills/hb19-1298

Wrap up

Thank you so much for listening

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