Silicon Investor - The Electric Car, or MPG "what me worry?"

[Pogeu Mahone] Do not depend on my true knowledge, call Allstate to set you straight! Your Stu...

Pogeu Mahone — 6/16/2026 11:03:20 AM

Do not depend on my true knowledge, call Allstate to set you straight!

Your Stubborn position is not a good trait in the face of facts.
You are completely right. Clinging to beliefs in the face of overwhelming evidence limits growth and prevents us from making progress.
=====================================================

4 to 5 million EVs on the road compared to 265,000,000 or more ICE autos on the road in the U.S.

What do fire chiefs say about EVs?

Fire chief asks EV manufacturers to make changes The fire chief was asked if departments need more training on how to put out electric vehicle fires. He said that is not a concern, and instead called on manufacturers to make changes. "The manufacturers have to come up with a method to put the fires out.
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Here is what you call slop:

Winthrop Fire Chief just last week said:
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After electric vehicle fuels Winthrop fire, chief calls for change: "Making our life a lot more difficult"

By
Matt Schooley

Updated on: June 8, 2026 / 11:55 AM EDT / CBS Boston

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A fire in Winthrop that destroyed two houses may have been sparked by an electric vehicle, prompting the town's fire chief to call for car manufacturers to make changes.

Flames broke out Sunday around 4:30 p.m. on River Road.

Responding firefighters found two homes on fire and an electric vehicle parked between them that was also burning.

In total, four families were displaced. Two people were taken to an area hospital, including a pregnant woman. The woman went into labor and later gave birth to a baby girl.

Electric car fuels Winthrop fire According to Winthrop Fire Chief Stephen Calandra, the flames were difficult to put out.

"Electric car, once that gets going, put water on it, doesn't do anything.

Hundreds of thousands of gallons of water to put those things out. It's harder to put out than the house fire," Calandra said.

The fire chief said he is leaning toward the cause of the fire having been the electric car, but is waiting for the investigation to officially make the determination.

He said the biggest challenge when electric vehicle fires start is they take a great deal of manpower to extinguish.

When asked if it is important for electric vehicles to be properly marked using their license plate, Calandra said in this case it wouldn't have mattered because the entire rear of the car was up in flames when firefighters arrived.

"It doesn't have to be labeled, I can tell by the way it burns. It's a different flame and it's super hot. From 20 feet away you can feel it. It's a super bright orange when the batteries get going," Calandra said.

Fire chief asks EV manufacturers to make changes
The fire chief was asked if departments need more training on how to put out electric vehicle fires. He said that is not a concern, and instead called on manufacturers to make changes.

"The manufacturers have to come up with a method to put the fires out. That's on them," Calandra said.

Calandra said off-duty firefighters from other communities who live in the area jumped into action to help Winthrop firefighters knock down the flames.

"Both houses are total losses. But nobody got hurt, no firefighters got hurt. It's a good day," Calandra said.

More from CBS News
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On my way to go climbing enjoy your day

[Heywood40] Good to see you've abandoned the "Minor scratch totals EV" nonsense. Now do you...

Heywood40 — 6/15/2026 10:27:07 PM

Good to see you've abandoned the "Minor scratch totals EV" nonsense.

Now do yourself another favor...

Search "which burn more often, gas or electric vehicles?"

Let me know what you find.

[Pogeu Mahone] That is not what my psychiatrist wife says. She definitely said you are worrie...

Pogeu Mahone — 6/15/2026 10:15:32 PM

That is not what my psychiatrist wife says.

She definitely said you are worried sick.

8 days ago- An electric vehicle exploded in a Winthrop driveway, sparking a massive fire that burned two homes. Two people went to the hospital.

Does your insurance cover this situation or would you be Bankrupt?

EVs are such a bargain!

[Heywood40] It is slop. Pointing it out to you doesn't mean I'm worried. Again, please rep...

Heywood40 — 6/15/2026 6:56:14 PM

It is slop.

Pointing it out to you doesn't mean I'm worried.

Again, please report back if/when you actually do find some information that supports your fantasy.

[Pogeu Mahone] If that is slop what are you so worried about?

Pogeu Mahone — 6/15/2026 6:06:06 PM

[Heywood40] You didn't give me any information, you just posted AI slop. Please report back...

Heywood40 — 6/15/2026 5:48:40 PM

You didn't give me any information, you just posted AI slop.

Please report back if/when you actually do find some information that supports your fantasy.

[Pogeu Mahone] Do I live in a country of free speech? Ignore me , your problem will be solved!

Pogeu Mahone — 6/15/2026 5:14:14 PM

[Pogeu Mahone] I do not work for you. I gave you all of the information you need to do your ow...

Pogeu Mahone — 6/15/2026 5:06:18 PM

I do not work for you.

I gave you all of the information you need to do your own work.

So stop wasting my time with your ignorance.

[Eric] EU OEMs Prepare for War; AMG Aims for 200K Sales/Year - Autoline Daily 4318 [gr...

Eric — 6/15/2026 4:40:13 PM

EU OEMs Prepare for War; AMG Aims for 200K Sales/Year - Autoline Daily 4318

Autoline Network

139K subscribers

Jun 15, 2026

Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.

0:00 Renault 4 Troop Designed to Deploy Drones
0:49 Daimler Truck Forms Defense Unit
1:19 Mercedes Shows Military Versions of SUV & Vans
1:34 EU Safety Experts Say FSD Data Misleading
2:52 UAW Settles Axle Strike
3:31 Honda Generators Feature Swappable Batteries
3:59 BMW Readies M-Version Neue Klasse
4:40 AMG Aims For 200,000 Cars A Year
5:28 Land Rover’s $44,000 China-Designed Freelander
6:22 BAIC & Changan Form Strategic Partnership

youtube.com

[Heywood40] Be specific. What is it that you believe is Standard Insurance Company Policy?

Heywood40 — 6/15/2026 2:35:46 PM

[Eric] [graphic] Photo by Carolyn Fortuna, CleanTechnica Over 250,000 Public EV Charge...

Eric — 6/15/2026 2:32:28 PM

Photo by Carolyn Fortuna, CleanTechnica

Over 250,000 Public EV Chargers Operating In US Now

5 seconds

Jake Richardson

Tell Us What You're Thinking!

Support CleanTechnica's work through a Substack subscription or on Stripe.

If you have been following the growth of US public EV charging infrastructure, you know there has been steady expansion this last year or eighteen months. In fact, there have been dozens or more announcements about federal funding reaching some US states, but not all, for the continued installation of fast chargers along travel corridors to support long-distance driving.

There have also been announcements about retail companies installing more Level 2 and some fast chargers at shopping centers, convenience stores, restaurants, public libraries, and community centers so that people can charge and shop, dine, rest, take a walk, read a book, and so on while charging. One of the many advantages electric vehicles have is that they can be charged while the owners are doing other activities.

According to the Alternative Fuels Data Center, there are now just over 250,000 public EV charging ports in the US, at 80,531 locations. If you ask the “average Joe or Jane” on the street how many public EV charging ports there are in the US, they might not know. Some in this group might also say “not nearly enough” without knowing the exact number.

Remember when President Biden had a goal to have 500,000 public EV chargers installed by 2030? “Today, the Biden-Harris Administration announced its latest actions to advance the President’s vision of building 500,000 EV chargers by 2030 and delivering a convenient, reliable, and Made-in-America electric vehicle (EV) charging network.”

The US is now at about the halfway mark to a goal that initially might have seemed out of reach or quite so. US public EV charging infrastructure continues to grow despite a pandemic, peak inflation, all sorts of fear, uncertainty and doubt, much misinformation and lies on social media, certain Republicans trying to block electric vehicles and clean energy, etc. The growth of public EV charging in the US is a success story that appears poised to continue.

There are thousands of new public EV chargers in the development pipeline not reflected in the current 250,000 public charger total, so there will be more added to it in the next year or so.

Another key point and one that may be overlooked frequently is the total number of public EV chargers is actually much less than the total number of home EV chargers. In California alone, there may be over 800,000 home chargers. If all the home EV chargers were counted in each state, and combined with all the public EV chargers, there would be well over one million EV chargers counted in the US. The home chargers are EV chargers too and should be counted in the total. If there are well over one million home and public EV chargers in the US, the total number of EV chargers may be nearly equal to the total number of gas pumps at US gas stations.

Additionally, most EV charging happens at home and the average driving distance in the US is under 40 miles per day. Daily driving trips of 100 miles or more are only about one percent of the total number of such trips. One might interpret these facts to conclude home EV charging already is sufficient for some EV owners. Further, more and more public EV chargers are frequently being installed.

One example: two months ago there were over 71,000 public fast EV chargers, and now there are already a bit over 73,000.

cleantechnica.com

[Eric] My Model S has been insured with Allstate since. the day I bought it new on Nove...

Eric — 6/15/2026 2:27:56 PM

My Model S has been insured with Allstate since. the day I bought it new on November 1st 2017.

Very reasonable rates!

Eric

[kidl] Why are you on this forum? What do you think you can accomplish with your posts...

kidl — 6/15/2026 2:24:36 PM

Why are you on this forum? What do you think you can accomplish with your posts?

This forum was set up by Eric as an information source covering EV progress / regress.

BTW, I don’t own an EV. Not because I don’t believe in EVs but because the math doesn’t work for me given our minute car usage.

Anyway, you bashing EVs on this forum is simply annoying.

Please find another place to voice your opinions.

[Pogeu Mahone] I cannot help it if you are ignorant of the facts! Message 35547471 Have a goo...

Pogeu Mahone — 6/15/2026 2:05:37 PM

I cannot help it if you are ignorant of the facts!

Message 35547471

Have a good afternoon

[Heywood40] I see. You don't understand how insurance works. My agent isn't the person who...

Heywood40 — 6/15/2026 2:02:41 PM

I see.

You don't understand how insurance works.

My agent isn't the person who sets Allstate's insurance rates.

You should familiarize yourself with actuaries, and what they do for a living.

Allstate's actuaries have a much better idea about how often this happens than you do, and they have set my rates accordingly.

If it's true that it happened to your neighbor a year ago, Allstate's actuaries knew about it the day it happened, and incorporated it into the data they used to set my rates.

And, if you're wondering, AI does not have access to the data insurance actuaries compile.

AI will confirm that, if you care to ask.

[Pogeu Mahone] It is Standard Insurance Company Policy no matter who manufactures the EV

Pogeu Mahone — 6/15/2026 2:02:28 PM

[Pogeu Mahone] LOL you were suckered and you can apoligize if your man enough. Ask your insu...

Pogeu Mahone — 6/15/2026 1:42:10 PM

LOL

you were suckered and you can apoligize if your man enough.

Ask your insurance agent with your attitude.
Read him/them the AI slop

it happened to my neighbor with his POS tesla
over a year ago

[Heywood40] I asked for a trusted source, not AI slop. Do you think Allstate would be charg...

Heywood40 — 6/15/2026 1:32:07 PM

I asked for a trusted source, not AI slop.

Do you think Allstate would be charging me a higher premium if they'd have to pay me the total value of my truck if someone caused minor body damage to it?

[Pogeu Mahone] A little late to be worried! But you saved on gasoline! You're welcome:0))) ---...

Pogeu Mahone — 6/15/2026 9:09:02 AM

A little late to be worried! But you saved on gasoline!

You're welcome:0)))
-------------------------------------------------------------------------------

Yes, insurance companies can actually total a brand-new electric vehicle (EV) for what looks like a minor body ding. [ 1]
While it sounds completely absurd, it is an unfortunate reality with modern EVs. It is incredibly frustrating to see a one-month-old vehicle written off over minor cosmetic damage, but there are specific technical and financial reasons why insurance adjusters make this call. [ 1, 2, 3]

Why an EV Can Be Totaled From a Body Ding

Battery Pack Proximity: EV battery packs usually span the entire undercarriage of the vehicle. If a ding or dent occurs on a rocker panel, floor pan, or lower quarter panel, insurers fear the impact may have subtly deformed the battery housing or compromised its internal cooling seals. [ 1]
Zero-Tolerance Safety Rules: Most manufacturers have zero-tolerance policies regarding battery compartment deformation. Because a compromised lithium-ion battery poses a severe thermal runaway (fire) risk, insurers will total the car rather than accept the liability of a repaired battery enclosure. [ 1, 2, 3]
Exorbitant Battery Replacement Costs: If the manufacturer's diagnostic guidelines require a battery replacement due to the location of the ding, the cost of a new battery pack plus labor can easily exceed $15,000 to $25,000. For many vehicles, this instantly triggers the state's total loss threshold (usually 70% to 80% of the vehicle's actual cash value). [ 1, 2]
Structural Castings: Many newer EVs utilize large, single-piece structural aluminum castings (megacasts) instead of multiple welded steel body sheets. If a ding cracks or deforms an area connected to one of these massive aluminum structures, it cannot be safely straightened or sectioned, requiring an impossibly expensive repair.
Sensor Integration: Modern EV body panels are packed with ultrasonic sensors, radar units, and cameras used for advanced driver assistance systems (ADAS). Calibrating or replacing these systems after a body repair adds significant labor cost.

What to Do If Your EV Faces a Total Loss Valuation

Request the Complete Diagnostic Scan: Ask the insurer and the certified repair shop for the specific error codes or manufacturer repair guidelines that triggered the total loss decision. Ensure they aren't just speculating about battery damage. [ 1]
Utilize Your New Car Replacement or GAP Insurance: If you have a loan or lease, check your policy for GAP insurance or a New Car Replacement rider. Because the vehicle is only a month old, standard actual cash value (ACV) payouts take a steep hit from immediate depreciation. These coverages ensure you get a completely brand-new replacement without losing thousands out of pocket. [ 1, 2, 3, 4]
Consider Owner-Retained Salvage: If the damage is verified to be 100% cosmetic and away from the battery, you can ask the insurer to let you keep the car via owner-retained salvage. They will give you the cash value minus the salvage auction estimate. However,keep in mind the vehicle will get a salvage title, which dramatically hurts resale value and makes it difficult to insure in the future. [ 1, 2, 3, 4]

If you are dealing with an open insurance claim right now, let me know where the ding is located on the car and which EV model you drive. I can give you more specific insight into how that manufacturer handles structural and battery repairs

Why your car Insurance is Ripping you off by Throwing ...
May 20, 2024 — this is a Rivian R1T with 700 miles on it the MSRP for this truck is $90,000. and it's currently for sale at Argo Cycles for $46,0...

25:12

Reddit·Rich Rebuilds
Can my car be "totaled" by another (not mine) insurance company when their driver is 100% at fault? : r/Insurance
May 1, 2022 — [Yes, an insurance company can total your car even if the other driver is at fault. Insurance companies can total a car if: * The c...

Reddit
What happens when your car is totaled? Your options after a total loss
Mar 4, 2026 — When a car is totaled what happens to the title? The title is usually transferred to the insurance company. The company will then ...

[Heywood40] I'm curious where you got this information: "They total one month old Ev if som...

Heywood40 — 6/15/2026 1:18:59 AM

I'm curious where you got this information:

"They total one month old Ev if some idiot only puts a ding in the body of the car"

Do you have a trusted source for it?

If so, please post a link to it.

Thanks.

[Eric] The Future of Energy Storage: GM and Redwood Materials Partnership Update [grap...

Eric — 6/14/2026 5:21:55 PM

The Future of Energy Storage: GM and Redwood Materials Partnership Update

Munro Live

489K subscribers

Jun 12, 2026

We attended the GM Empower Event in San Francisco, where we had the opportunity to connect with industry leaders, innovators, and partners shaping the future of energy and transportation.

One of the highlights was catching up with the team from Redwood Materials and learning more about the latest chapter in their partnership with General Motors. Redwood announced plans to deploy approximately 100 repurposed GM battery packs at a GM operating plant in Michigan, creating a 1.5 MW / 7.2 MWh energy storage system.

This innovative project will provide dispatchable energy to the facility while giving EV batteries a valuable second life. The announcement showcases how battery reuse can support grid resilience, improve energy efficiency, and advance a more sustainable circular economy for electric vehicles.

Munro Live is the media division of Munro & Associates, an engineering consulting firm with a design-first approach. At Munro, we specialize in costing, benchmarking, and product & manufacturing optimization, helping our clients reimagine their products and processes to achieve better business outcomes—driving down costs while increasing efficiency, performance, and quality.

At the core of our work is Lean Design®, our proprietary methodology that optimizes design efficiency and consistently delivers exceptional ROI for our clients. Munro - Home of Lean Design youtube.com

youtube.com

[Heywood40] The for-profit insurance company insures my vehicle. They say it costs the equi...

Heywood40 — 6/13/2026 10:05:37 PM

The for-profit insurance company insures my vehicle.

They say it costs the equivalent of 6 tanks of gas a year more to insure my EV than it did to insure my gas-powered vehicle.

The IRS allows me to deduct the expense of operating my vehicle for my business.

They say I can deduct about 10X the actual cost of operating my vehicle as a legitimate business expense.

Your comments?

[Heywood40] The insurance companies set their rates according to the risks they expect. Aft...

Heywood40 — 6/13/2026 9:41:34 PM

The insurance companies set their rates according to the risks they expect.

After insuring F150 Lightning trucks for 4 years, they have a very good idea as to how many of them they've had to total, and how much additional premium they have to charge to cover those costs on an actuarial basis.

In my case, the additional premium is, as I explained, about the equivalent of 6 tanks of gas per year.

Was there something else you wanted me to worry about?

[Pogeu Mahone] This post is meant for Heywood Do you know the difference between an For profi...

Pogeu Mahone — 6/13/2026 9:28:48 PM

This post is meant for Heywood

Do you know the difference between an For profit insurance company and the IRS?

Apparently not!

[Pogeu Mahone] They total one month old Ev if some idiot only puts a ding in the body of the ca...

Pogeu Mahone — 6/13/2026 9:26:18 PM

They total one month old Ev if some idiot only puts a ding in the body of the car

since they can not see inside the battery = TOTAL for a 10 MPH ding to the car as insurance

companies will not take the chance .

You can argue with me but you do not know what you do not know;0(((

[Heywood40] Nothing wrong with saving pennies... they add up! The IRS deals in pennies whe...

Heywood40 — 6/13/2026 8:52:44 PM

Nothing wrong with saving pennies... they add up!

The IRS deals in pennies when allowing expenses for business use:

Example: An EV owner drives 15,000 business miles in 2026.

Standard mileage deduction: 15,000 x $0.74 = $11,100
Estimated actual electricity cost for those miles: 15,000 x $0.04 = $600
The standard rate gives a deduction that covers $10,500 more than the actual fuel cost — that excess offsets other vehicle costs (insurance, tires, depreciation) and often then some.

[Heywood40] Yes, nice new things cost more to insure than old things. The insurance on my 2...

Heywood40 — 6/13/2026 8:48:04 PM

Yes, nice new things cost more to insure than old things. The insurance on my 2024 F150 Lightning is about $800/year more than the insurance on my 2002 Tundra, for the same level of coverage.

That's about 6 tanks of gas for the Tundra, so I'm almost break-even on insurance/gas already after just a few weeks.

[Pogeu Mahone] lol Your saving pennies betting on no one will ding your baby !!! Do you hav...

Pogeu Mahone — 6/13/2026 7:06:55 PM

lol

Your saving pennies betting on no one will ding your baby !!!

Do you have common sense? Never mind!

You need to ask your insurance company if the below is true!

OMG

Prepare yourself for a very rude surprise.
--------------
"Insurance companies total EVs after some minor accidents. However, this decision is not just about a simple ding or "fear" of a fire. It is driven by strict battery design and severe repair cost limits. [ 1, 2, 3, 4, 5, 6]
Electric vehicles operate under specific repair realities: [ 1]
High Cost of Battery Packs: The high-voltage battery can cost anywhere from $\$15,000$ to over $\$30,000$, making it easily $30\%$ to $50\%$ of the vehicle's total value. If a minor fender bender cracks the undercarriage battery casing, replacing the battery often exceeds the state's total-loss threshold (usually $70\%$ to $80\%$ of the car's actual value). [ 1, 2, 3, 5]
"Zero Repairability" Designs: Many EV battery packs are sealed units. Automakers frequently do not offer replacement cells or partial repairs, meaning even a minor impact that breaches the structural integrity requires a total battery pack replacement.
Fire Safety Protocols: A compromised lithium-ion battery can be a severe fire risk. Because many repair shops lack the diagnostics or authorization to take apart a damaged pack, insurers avoid the massive liability and simply write the car off. [ 1]

Insight: Scratched EV battery? Your insurer may have to junk ...
Mar 20, 2023 — It already costs more to insure most EVs than traditional cars. According to online brokerage Policygenius, the average U.S. month...

Reuters

Lightly Damaged Battery? Your Insurer Might Total Your EV
Mar 20, 2023 — By Sean Tucker 03/20/2023 9:01am. A lightly damaged car can be repaired inexpensively. That's the assumption behind millions of au...

Kelley Blue Book

EV Battery Damage Can Total Your Car — Here's Why
Mar 6, 2026 — Yes. Even a low-speed impact can damage the battery casing underneath the vehicle. If the battery pack needs to be replaced and th...

Western Pacific Insurance

[Heywood40] Inconvenient? What's inconvenient about fueling my car by plugging it in at hom...

Heywood40 — 6/13/2026 6:50:07 PM

Inconvenient?

What's inconvenient about fueling my car by plugging it in at home, while i sleep?

What's inconvenient about not having to change oil & filter every 5000 miles?

What's inconvenient about not having to change brake pads and rotors?

What's inconvenient about not replacing timing belts and chains, water pumps, radiator hoses, heater hoses, spark plugs and engine coolant?

What's inconvenient about not leaving a trail of carbon monoxide and partially consumed fuel wherever I go?

What's inconvenient about having a very quiet car?

What's inconvenient about EV's?

[Eric] [graphic] The Big ICE Meltdown — May’s China EV Sales Report 7 seconds José P...

Eric — 6/13/2026 1:40:12 PM

The Big ICE Meltdown — May’s China EV Sales Report

7 seconds

José Pontes

Tell Us What You're Thinking!

Support CleanTechnica's work through a Substack subscription or on Stripe.

ICE model sales crash 39% in May

High gas prices and a never ending wave of new models has allowed May to reach record EV market share, with plugins reaching a record 63%!

However, while record market share was achieved in the past thanks to strong EV sales, this time, the record achievement is thanks to a significant ICE (internal combustion engine) crash. The overall market dropped 22% year over year (YoY), to around 1.5 million sales. ICE-powered models were at the epicenter of this disruption, crashing 39% YoY, but plugin hybrids (PHEVs) also didn’t do much better, dropping 25% in May.

The only thing that grew in May?

Pure electrics.

Despite having fewer incentives, BEVs were up 4% YoY, to 637,000 sales. This meant that BEVs scored a record 42% BEV share in China!

Adding PHEVs (21% share) to the tally meant that in May a record 63% of all cars sold in China had a plug!

This result pulled the 2026 share past the 50% mark, to 52% (the 2025 share was 54%). BEVs on their own were up to 34% (33% in 2025). And with the first week of June already presenting 67% EV share, expect another amazing result by the end of June….

At this pace, I expect the final number for 2026 EV share in China to be above 60%, with BEVs alone north of the 40% mark. Furthermore, I expect the whole Chinese passenger car market to be fully electrified by 2030. And when the largest global automotive market gets fully electrified … then it’s game over for the ICE industry elsewhere.

(Which means that investing money in R&D for ICE technology today is throwing money out the window, as there won’t be enough time to pay back the investment costs.)

Another interesting statistic is that the breakdown between pure electrics and plugin hybrids is shifting, to the profit of BEVs. At the beginning of the year, PHEVs were profiting from the incentive-derived BEV drop, but pure electrics are returning with a vengeance. May showed a 67% vs. 33% breakdown, to the benefit of BEVs, which has improved the 2026 average to 66%/34%.

Breaking down EV sales by domestic and foreign brands, there is a stark contrast — the EV share among domestic brands stands at 81% share! So, among local brands, ICE vehicle sales are going the way of the dodo quickly. Many probably still have them just because of export markets, while foreign makes are the only ones trying to milk what they can from a quickly dwindling market.

All of these disruptions are visible in the overall ranking.

In the first months of the year, ICE models were populating the top positions, but May saw the first ever all-EV top 10 in the overall market, seven of them being pure electric models!

Looking at the best sellers in several size categories, EV disruption is also quite visible — all size categories had 100% plugin podiums, and only two models were not 100% BEV, the #2 BYD Song midsizer and the #2 Fang Cheng Bao Tai 7 full size model. And it should be noted that both dual powertrain models are in a process of increasing their BEV share, thanks to the new flash-charging versions.

Having a quick look at the five size categories, the highlight is the leadership of Changan’s Qiyuan Q05 crossover in the compact category, a welcome surprise for a model that became 100% BEV in this new generation.

Also, a note regarding city cars: they were the most affected by the subsidy cut, with the category having dismal results since then. Only the Wuling Mini EV is selling in decent numbers. Just to give an idea of the sales drop, this month’s second placed Geely Panda Mini scored fewer than 3,000 registrations, while in the same month a year ago, the same model had 17,000 registrations … and was only 3rd! Maybe it would be a good idea to create some kind of Kei-car category to revive sales of city cars?

Here’s more info and commentary on May’s top selling electric models:

#1 — Geely Geome XingyuanA BYD Dolphin for BYD Seagull money ($10,000 USD). At least, that’s how Geely’s internal memo might have described the Geome Xingyuan when developing its latest hatchback. And it’s got an interesting name, as Xingyuan translates as “wishing upon a star.” It seems that Geely had its wish granted. The small hatchback has finally given the Hangzhou OEM the much coveted best selling model trophy. In May, the Geely model was once again #1, with 38,751 registrations, basically the same result as in May 2025. With the focus now being on export markets, the small hatchback is now at cruising speed in its home market.

#2 — Tesla Model Y The extended wheelbase version, imaginatively called “L,” is helping the Model Y’s fortunes in China. In May, deliveries were up by 17% YoY, to 28,911 units. The long wheelbase version is proving to be a real lifeline for the US crossover, keeping the Model Y’s sales afloat. Although unable to challenge the Xingyuan’s leadership, the US crossover is benefitting from the generation change slowdown of the BYD Song and gaining precious advantage in the race for silver (the Model Y was 3rd last year).

#3 — Xiaomi SU7 The poster child of the Chinese EV market won another podium position thanks to 24,023 registrations, despite a 14% drop compared to the same month last year. This meant that it was the best selling sedan in China. With a Porsche Taycan–like design, but for Tesla Model 3 money, the startup’s EV success is undeniable. Having said that, the SU7, like its crossover YU7 sibling, has plenty of peaks and valleys in its career, which makes one wonder about the solidity of Xiaomi’s demand. Are Xiaomi’s EVs a fad, or is there real, consistent demand for the tech company’s products? To be a champion, consistency is key — one has to be good day in, day out.

#4 — BYD Song (BEV+PHEV) BYD’s midsize SUV scored 25,458 registrations, allowing it to win a top 5 standing. With the model in a transitional stage — as the new, flash-charging capable, Ultra body is ramping up — sales are considerably down compared to the same month last year (-34% YoY). Still, once the new generation is fully ramped up, it will be a fierce adversary for the competition to beat. It features LiDAR and 1,500 kW DC charging, and these two features aren’t even the most impressive aspect of the model! That would be the price. It starts at 152,000 yuan (or $22,000) with the 76 kWh battery, and it goes up to 180,000 yuan (or $26,000) for the 83 kWh version. For comparison, the Tesla Model Y starts in China at 259,000 yuan ($38,250)…. Expect the Song to experience a second youth in the second half of the year, and while it should be hard to displace the Tesla Model Y from the second place position, the last place on the podium should be doable this year. And maybe go for gold in 2027?

#5 — Leapmotor A10 Things continue to go well for the startup brand, with their new baby A10 promising to be the star player of an already strong lineup. Thanks to 22,036registrations in only its third month on the market, the small crossover managed a top 5 presence for Leapmotor, a first for the Hangzhou make. The model has the usual value-for-money focus of the brand, and a low, low price of 66,000 yuan ($10,000). On top of that, however, the A10 offers something close to a distinct personality, as the design eschews the white product standard design of Leapmotor for something more personal, mostly thanks to the front and back lights and a floating roof effect. With the model still in ramp-up mode, one wonders how high will the crossover sit on the table once it is at cruising speed.

Looking at the rest of the best seller table, one highlight was the #9 Wuling Mini EV scoring its best result of the year, 18,308 registrations. That is still far from its peak form, but considering how bad the rest of the city car category is … it is a great result.

A model on the rise is the #13 Qinyuan/Nevo Q05, with Changan’s mainstream EV brand benefiting from a new generation of its compact crossover to score a record 15,954 registrations, its third record result in a row! Still in the compact car category, the new-generation MG4 is proving to be a success, with the hatchback scoring a record 15,067 units. That means it beat its BYD arch rival, the BYD Dolphin, by more than 2,000 units.

The other major highlight is Wuling’s new baby, the Wuling Bingo Pro, which is basically the new generation of the Bingo hatchback. The model landed with 13,657 deliveries. Is this new generation ready to come after the category kingpin, the Geely Xingyuan? Hmm … I doubt it. But it will be interesting to see where it goes after such a strong landing month. Top 10?

Outside the top 20, a few models deserve a mention.

Let’s start with the landing of BAIC’s Arcfox Beta S3 sedan, which started its career with a significant 7,492 registrations. And while Arcfox is currently not a heavyweight in the Chinese EV market, the spiritual ancestor of this new model, the BAIC EU-Series, was the 2019 best selling EV in China and won the silver medal globally in that same year, only behind the all-mighty Tesla Model 3. So it will be worth following the career of this new sedan. Can it come close to the high scores of its predecessor?

After a promising start in April, the Chery QQ3 EV had 8,523 registrations in its second month on the market, which wasn’t all that different from its debut month. So … not even 10,000 for Chery’s Xingyuan-fighter?

Speaking of second-month performances, the new VW ID.ERA 9X land yacht SUV rose to some 5,000 registrations in May, and while that is not headline-grabbing news, it does at least show that Volkswagen is still in the game.

Because let’s be real — Volkswagen is no longer looking to dominate the Chinese market. It must not even have the ambition to remain a major player. If the brand manages to stay profitable, with say 3–4% of share of a fully electrified Chinese car market, that is already a win. A million sales a year in China would be a good target. That may sound small considering the size of market, but, by 2030, that will be a lot for a foreign OEM. Toyota will be around that too, while Tesla, if all goes well and there’s no black swan event in the meantime, should be close to 1.5 million sales a year in China. Other foreign OEMs? Not even close to a million. Most will have left the market.

Speaking of foreign brands, how about Buick? The US make continues to be welcomed in its adoptive country, with the new Electra E7 scoring 7,668 sales in its second month on the market. The midsize SUV could become a welcome surprise for Buick, which saw its sales fall by 31% in May.

Looking at the 2026 ranking, the Xiaomi YU7 had another slow month, which means that the sporty crossover was surpassed by Li Auto’s i6 and the luxury MPV-SUV rose to 3rd.

Below the podium positions, it was another positive month for the BYD stable, with the rejuvenated Song jumping four positions into 5th while the Sealion 06 climbed another position into 7th. Additionally, the BYD Yuan Up was up to 9th.

But it wasn’t only BYDs that were on the rise. The MG4 climbed another spot, to 14th; the Wuling Mini EV was up to 11th; and the Qiyuan Q05 climbed another spot, to 15th.

Finally, two major climbers this month were the Xiaomi SU7, which jumped six positions into 12th, becoming the new best selling sedan on the table, and the Tesla Model 3, which returned to the top 20 in 17th and is hoping to get close to the #10 position by the end of June.

Looking at the overall manufacturer ranking, everything seems normal. BYD is on top, followed by Geely, Toyota, and Volkswagen.

Only, it’s far from being normal. Everyone seems to be bleeding sales. Seven of the top 10 brands experienced +20% losses.

So, if the big boys on top are crashing, who is winning?

Answer: Startups. And Tesla. #5 Leapmotor was up 48% YoY, to 61,401 registrations, another consecutive record score. At #7, Tesla is also rising, up 23%. Finally, there’s AITO. It was #10 in May, and despite its 6% sales drop, when everyone else is crashing … you win.

Looking below, a few more brands are experiencing surging sales, like #16 Qiyuan (+51% YoY). Meanwhile, Changan’s namesake brand is, unsurprisingly, crashing (down 64% YoY). This is an example of a managed transition — betting on new brands to ride the new technology (Qiyuan, Deepal, Avatr) while Changan itself tries to milk the old stuff to the last drop.

Looking at the auto brand ranking, there’s plenty of news. Leader BYD (16.8%, up from 16.1%) is firm in the leadership spot with comfortable distance over runner-up Geely (7.8%).

Tesla (5%) lost the last place on the podium to a rising Leapmotor (5.1%, up 0.5%), with the startup now in 3rd and looking to keep the US brand out of the medal positions.

Meanwhile, Wuling (4.9%) returned to the table, kicking Li Auto out of the top 5.

Looking at OEMs/automotive groups/alliances, BYD is leading, with 20.7% share of the market. Meanwhile, #2 Geely lost 0.4% share and got down to 12.7%, but the multinational conglomerate still had the runner-up spot secured.

#3 SAIC (8.5%, up from 8.1% in April) recovered ground, mostly thanks to Wuling and MG.

#4 Changan (6.9%, down 0.1%) is safe in 4th, but the new 5th placed Leapmotor (5.1%) will have a hard time keeping Tesla (5%) out of the top 5 in June.

cleantechnica.com

[Eric] China's EV Revolution is Reshaping Asian Oil Markets [graphic] Energi Media 5...

Eric — 6/12/2026 4:14:04 PM

China's EV Revolution is Reshaping Asian Oil Markets

Energi Media

57.2K subscribers

un 11, 2026 UNITED KINGDOM

Does China want more Canadian oil? As Canada debates building a new 1 million barrel-per-day pipeline to the West Coast, a more important question may be whether China's oil demand will continue growing at all.

In this interview, Argus Media China oil analyst Tom Reed explains how the Strait of Hormuz crisis triggered a sharp decline in Chinese oil imports, why electric vehicles are accelerating demand destruction in transportation fuels, and why petrochemicals—not gasoline—are increasingly driving China's crude oil demand.

We also discuss:

• Why Chinese oil imports have fallen dramatically
• The impact of EV adoption on gasoline and diesel demand
• China's refining-sector crisis and the future of the "teapot" refiners
• Whether Canadian heavy crude has a long-term market in China
• How petrochemicals are reshaping China's oil consumption
• Why future demand for Canadian exports remains uncertain

The answers raise important questions about Canada's strategy for expanding oil exports into Asian markets.

#China #OilMarkets #CanadaEnergy #EnergyTransition #ElectricVehicles #EVs #Petrochemicals #StraitOfHormuz #OilDemand #TMX #CanadianOil #EnergySecurity #ArgusMedia #MarkhamHislop

youtube.com

[Eric] U.S. Tariffs Cost Japanese Automakers Billions; VW to Cut 28K Jobs - Autoline Da...

Eric — 6/12/2026 4:04:20 PM

U.S. Tariffs Cost Japanese Automakers Billions; VW to Cut 28K Jobs - Autoline Daily 4317

Autoline Network

138K subscribers

Jun 12, 2026

Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.

0:00 EU Automakers Demand Stronger "Made in Europe" Rules
0:56 Volkswagen To Cut 28,000 German Jobs By 2030
1:14 Tesla Earns FSD Approval in Belgium
1:39 U.S. Tariffs Cost Japanese Automakers Billions in Losses
2:34 Renault Twingo EV Fleets Monitor Urban Infrastructure
3:35 Ford Explorer Sales Surge as Smaller SUVs Dropped
4:27 Waymo Launches Monthly Robotaxi Subscription
5:36 Xiaomi Expands into Extended Range Electrics
6:18 Peugeot Launches All-Electric E-208 GTI Hot-Hatch
6:56 Should Automakers Share a Common Skateboard Design?

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[Pogeu Mahone] Are new Ev sales increasing in the U.S.? New EV sales in the U.S. are beginning...

Pogeu Mahone — 6/12/2026 3:49:11 PM

Are new Ev sales increasing in the U.S.?

New EV sales in the U.S. are beginning to recover after a sharp plunge caused by the termination of federal tax incentives. While early 2026 saw significant year-over-year declines, recent data shows a rebound; May EV sales reached an estimated 85,000 units, marking their highest level since incentives ended. [ 1, 2, 3, 4]
A closer look at the current U.S. EV landscape reveals the following trends:

Market Share: Following the expiration of the federal tax credit, EV market share dropped to roughly 5.8% of total new-vehicle sales, down from a peak of over 10%. [ 1, 2

Unless you pay suckers to buy this inconvenient crap....

[Eric] BYDDENZABYD’s luxury EV roadster leaks with a tri-motor 1,500+ hp setup, and it’...

Eric — 6/11/2026 9:00:43 PM

BYD
DENZA

BYD’s luxury EV roadster leaks with a tri-motor 1,500+ hp setup, and it’s headed overseas

Peter Johnson | Jun 11 2026 - 11:57 am PT

8 Comments

BYD is about to go head-to-head with Europe’s top luxury brands. Ahead of its official launch next month, new details reveal that the Denza Z roadster will feature a tri-motor setup, delivering a ridiculous 1,528 hp combined.

BYD Denza Z EV roadster launches in Europe in July

We got our first look at the drop-top electric roadster at the Beijing Auto Show in April. The arrival of the Denza Z “marks a watershed moment for the global auto industry,” BYD said.

As the “world’s first” premium auto brand with a new-energy approach, BYD believes Denza will crack open the million-dollar luxury supercar market, which has historically been dominated by European automakers such as Ferrari, Lamborghini, Porsche, Mercedes-Benz, and Maserati.

While BYD said the Denza Z featured “shattering high performance” with over 1,000 hp and the ability to sprint from 0 to 62 mph (0 to 100 km/h) in less than two seconds, it didn’t reveal specifics.

In the latest batch of new energy vehicles approved for sale by China’s MIIT, new details were revealed on Thursday.

Based on BYD’s e3 platform, the Denza Z is equipped with three electric motors: one 670 hp (500 kW) up front and two 455 hp (340 kW) at the rear, delivering a combined 1,582 hp (1,180 kW).

Measuring 4,780 mm in length, 1,990 mm in width, and 1,350 mm in height, with a wheelbase of 2,780 mm, the four-seat EV roadster is slightly larger than the Porsche 911 and closer in size to the Mercedes-AMG GT Coupe.

The Denza Z is more powerful than both, with the 911 Turbo S delivering up to 701 hp and the Mercedes-AMG GT Coupe offering up to 1,153 hp.

BYD’s electric supercar can reach a top speed of 217 mph and weighs 5,842 lbs (2,650 kg) for the hardtop version.

The Denza Z will be available with a soft top and a souped-up track package that gains a massive rear wing spoiler.

It also features BYD’s new Blade Battery and Flash Charging system, but range and other battery specs have yet to be revealed. Since the Denza Z9 GT offers a WLTP range of up to 599 km (372 miles), the performance Z model will likely be around the same or slightly less.

Like the Yangwang U9, the Denza Z will use BYD’s Disus-M intelligent body control, enabling it to jump, “dance,” and even drive on three wheels.

BYD is currently testing the Denza Z at the Nürburgring ahead of its global launch at the Goodwood Festival of Speed in the UK, which runs from July 9-12, 2026. Ahead of its debut, the Track Edition model was spotted by @WilcoBloc ripping around the track.

We will learn prices soon, but the Denza Z will likely be more expensive than the Z9 GT, which starts at €115,000 ($134,500), including VAT.

Can the Denza Z compete with the Mercedes AMG GT and other luxury supercars? Let us know what you think of the electric roadster in the comments below.

electrek.co

[Eric] Britain’s Electric Vehicle Market Is Booming as Fuel Prices Climb By City A.M ...

Eric — 6/11/2026 6:12:39 PM

Britain’s Electric Vehicle Market Is Booming as Fuel Prices Climb

By City A.M - Jun 11, 2026, 1:00 PM CDT

Motorpoint says EV sales have more than doubled in recent months as higher fuel costs push drivers away from petrol and diesel vehicles.
Chinese manufacturers such as BYD, MG, and Jaecoo are helping drive the UK's rapid adoption of electric vehicles.
Motorpoint reported revenue of £1.3 billion and nearly doubled pre-tax profit to £7.5 million while expanding its use of AI and data analytics.

Brits are racing to get their hands on electric vehicles after a surge in oil prices triggered by the war in Iran has driven away demand for petrol and diesel cars, one of the UK’s biggest used car supermarkets has said.

London-listed Motorpoint, which has seen its shares jump on the back of bumper profits, said it had seen a more than doubling of sales for EVs in recent months in a “watershed moment” for the future of the car industry.

Motorpoint chief executive Mark Carpenter told City AM: “EVs are probably one of the stories of the moment, especially given what has gone on in Iran. When that oil price shock started, we saw a big lift in EV volumes.

“We’ve seen a lot of people switching from petrol and diesel – frankly, we can’t keep up with demand on EVs, so we’re having to buy very heavily to meet demand.

“[Oil price volatility] has broken the back of the EV reluctance in the UK market. Sometimes it takes something to push people over the tipping point, and I think the oil price crisis that we see now is definitely one of those moments: a watershed moment for people moving into EVs.”

Chinese carmakers drive EV demand surge

A City AM analysis found soaring demand for new Chinese vehicles had been a central driver in the UK’s embrace of EVs, with sales of BYDs overtaking Land Rovers and MG sales overtaking Mercedes. The Jaecoo 7 was the UK’s best-selling car in the month of March.

“We do do a lot of MGs… they’ve been around for many years, and they are much more mature in their fleet offering,” Carpenter said.

Motorpoint on Wednesday posted an 8.1 per cent jump in turnover in the year to end March to £1.3bn, while pre-tax profit almost doubled to £7.5m during the year.

The Derby-based business upped its final dividend by 20 per cent to 1.2p, as it doubled down on its expansion plans. The firm intends to open nine new locations in the medium term, with the first of these in Leeds due to open its doors later in the summer.

“We again significantly outperformed the wider used car market, demonstrating that our superior proposition, which is to make car buying easy, continues to resonate strongly with customers,” Carpenter said.

Carpenter added that the increased use of AI and data analytics to better understand the used car market had been key to boosting the firm’s profitability.

Motorpoint shares rose as much as 7 per cent to 135p in early trade on Wednesday. The stock price is now largely unchanged since the start of the year.

By City AM

oilprice.com

[Eric] Affordable Cars, Made From Waste & Solar Powered. Why Not? [graphic] Autoline ...

Eric — 6/11/2026 5:12:44 PM

Affordable Cars, Made From Waste & Solar Powered. Why Not?

Autoline Network

138K subscribers

Streamed live 2 hours ago Autoline After Hours

TOPIC:

Cars have become bigger, heavier and so expensive that most people can’t afford to buy a new one. And that’s in the developed world. In the developing world the situation is even worse. We need to re-think our cars and our transportation system.

The need for simple, basic cars
Solar power on every car roof
Car sales are flat, fleet sales are growing
V2V for safety and cutting congestion

PANEL:

Chris Borroni-Bird, Mobility Expert

Gary Vasilash, shinymetalboxes.net

John McElroy, Autoline.tv

youtube.com

[Eric] Trump Kills USMCA Free Trade Deal; EV Sales Recovering Faster Than Expected? - A...

Eric — 6/11/2026 5:07:46 PM

Trump Kills USMCA Free Trade Deal; EV Sales Recovering Faster Than Expected? - Autoline Daily 4316

Autoline Network

138K subscribers

Jun 11, 2026

Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.

0:00 Trump Kills USMCA Free Trade Agreement
0:57 China Has a Capacity Problem
2:05 Stellantis Starts Road Testing Solid-State Batteries
2:56 Novelis Restarts New York Plant
4:26 EV Sales Recovering Faster Than Expected?
5:33 Renault Wants to Develop at China Speed
6:17 Bentley Reveals All-New Paint Finis

youtube.com

[Eric] Infrastructure Three million charging points planned for Guangdong by 2027 The...

Eric — 6/11/2026 5:02:46 PM

Infrastructure

Three million charging points planned for Guangdong by 2027

The Chinese province of Guangdong plans to have more than three million charging points for electric vehicles in operation by the end of 2027. High-power and megawatt charging stations will be prioritised.

Image: Li Auto

By guest author
11.06.2026 - 12:30

Charging Stations
China
Guangdong

The southern Chinese province of Guangdong has unveiled an ambitious plan to expand its electric vehicle (EV) charging infrastructure, according to reports by CnEVPost. By the end of 2027, the province aims to deploy over three million charging points to meet the needs of more than eight million new energy vehicles (NEVs).

The action plan was published by eight authorities, including the Provincial Development and Reform Commission. Its key objectives include expanding fast-charging infrastructure and improving the everyday usability of electric vehicles.

Number of fast-charging sites set to rise

A focal point of the plan is the expansion of high-performance charging infrastructure. Guangdong aims to promote charging stations with a capacity of over 250 kW, with a particular focus on fast chargers delivering 480 kW and megawatt charging systems exceeding 1,000 kW.

By the end of 2027, authorities plan to install more than 10,000 additional high-performance charging points. These will be located primarily along motorways, at airports, and in commercial and shopping centres. According to CnEVPost, the number of fast-charging stations will at that point surpass the number of traditional petrol stations in the province.

Motorways, rural areas, and V2G

In addition to urban centres, the expansion plan includes targets for motorways and rural regions. By the end of 2027, more than 10,800 charging points are to be installed at service areas along motorways. The province also plans to expand charging infrastructure in tourist-focused communities and villages.

Guangdong is also investing in Vehicle-to-Grid (V2G) technologies. By the end of 2027, over 2,500 bidirectional charging points are expected to be installed. These will enable electric vehicles to feed electricity back into the grid when needed, helping to stabilise the energy system.

With a population of around 129 million, Guangdong is one of China’s most populous provinces and a key hub for the electric vehicle industry. Manufacturers based there include BYD, Xpeng, and GAC Group.

cnevpost.com

electrive.com

[Eric] Fleet Hawaiian Airlines electrifies most of its Honolulu ground fleet Hawaiian...

Eric — 6/11/2026 4:58:34 PM

Fleet

Hawaiian Airlines electrifies most of its Honolulu ground fleet

Hawaiian Airlines has deployed 116 battery-electric ground support vehicles at Honolulu Airport, raising the share of electric equipment in its local fleet to 73%. The move is supported by new charging infrastructure installed by the Hawai'i Department of Transportation.

Image: Hawaii Airlines

By Carla Westerheide

11.06.2026 - 09:55

Following testing and feedback from operational teams, Hawaiian selected the Charlatte T137 baggage tractor, the Charlatte CBL2000 belt loader and the Kalmar TBL100 towbarless pushback tractor for the fleet renewal programme. According to the airline, Charlatte modified the belt loader design to improve compatibility with both narrow-body and wide-body aircraft, as well as other aircraft types.

The new electric equipment also incorporates additional safety features. These include enclosed cab configurations designed to protect baggage tractor operators from weather conditions and an advanced sensor-guided aircraft approach system integrated into the belt loaders.

The electric fleet is used to support approximately 180 daily arrivals and departures at Honolulu Airport and handle more than 8,500 checked bags per day. Hawaiian expects the new equipment to improve operational efficiency and working conditions for ramp personnel through lower noise levels and the elimination of engine exhaust emissions.

“Electrifying our ground support fleet in Honolulu, our second-largest hub, represents an important step in our long-term sustainability strategy,” said Hawaiian Airlines. “By investing in cleaner, quieter and more efficient equipment, we’re reducing our environmental impact, enabling safe and reliable operations, and improving the workplace for our teams and the travel experience for our guests.”

The electrification project is supported by charging infrastructure installed by the Hawai'i Department of Transportation (HDOT). The state agency has deployed 30 charging stations with a total of 60 charging points at multiple locations across the airport. A further four charging stations, providing eight additional charging points, are currently under construction and are expected to enter service in the fourth quarter of 2026.

HDOT is also providing Hawaiian Airlines and other airlines operating electric ground support equipment (GSE) with access to the charging infrastructure free of charge for the first two years.

“Hawaiian Airlines’ new fleet of electric ground support equipment represents an important contribution to our efforts to build long-term energy security for Hawaii,” HDOT stated. “As part of this collaborative effort, HDOT is providing Hawaiian Airlines and other airline partners that have electric GSE with access to the charging stations at no cost for two years.”

alaskaair.com

electrive.com

[Eric] FORDFord’s $30,000 EV pickup was just spotted in the wild for the first time [g...

Eric — 6/10/2026 5:38:50 PM

FORD

Ford’s $30,000 EV pickup was just spotted in the wild for the first time

Peter Johnson | Jun 10 2026 - 11:33 am PT

17 Comments

Just days after Ford said you might see one testing in public, the low-cost EV pickup was caught driving in Long Beach, and it’s even smaller than expected.

Ford tests $30,000 EV pickup ahead of 2027 launch

During the UBS Auto and Auto Tech Conference last week, Ford’s CFO Sherry House said that prototypes were now being built and tested ahead of its 2027 launch.

Company spokesperson Dave Tovar clarified the comments a day later, telling The Detroit Free Press that while Ford is testing prototypes “out in the wild,” they weren’t on public streets quite yet.

Tovar said to keep an eye out as Ford plans to begin public road testing in Michigan in the coming weeks.

While it wasn’t in the Detroit area as expected, Ford’s upcoming EV pickup was spotted for the first time driving in Long Beach.

According to The Autopian, which was the first to catch a prototype out in the wild, the “midsize” electric pickup is likely even smaller than you would imagine.

Spotted driving in front of an old Ford Ranger-based Mazda B-series and an F-150, you can clearly see that the disguised prototype is tiny. Keep in mind, it’s also a four-door model. The Autopianpointed out that the “second row looks fairly large,” but that comes at the expense of a shorter bed.

The bed appeared “modestly-sized,” but practical enough to fit larger items (like a Ford 289 V8 longblock).

Although it was still covered in camouflage, the prototype appeared to have a camera and radar sensors up front.

Ford CEO Jim Farley offers a sneak peek of the midsize electric pickup (Source: Jim Farley)

What we know so far

Ford claims the four-door midsize EV pickup will have more passenger space than a Toyota RAV4. And that’s not even including the front trunk (frunk) or bed. It will also have a lower cost of ownership than a Tesla Model Y, the company said.

Perhaps, most importantly, it will be affordable with prices starting at around $30,000. The pickup will be the first vehicle based on Ford’s Universal Electric Vehicle (UEV) platform, which the company is betting on to significantly reduce costs and improve efficiency.

CEO Jim Farley presents the Ford Universal EV Platform in Kentucky (Source: Ford)

Like Tesla and others, Ford will use advanced new methods, including megacasting, to simplify manufacturing.

The method cuts the number of parts Ford uses to build the Maverick from 146 to just two for the midsize EV pickup.

Alan Clarke, Ford Universal EV Platform and Product Leader (Source: Ford)

Top comment by Zed

Liked by 3 people

Two things come to mind. First it looks almost exactly the same size as the Maverick. Maybe slightly different dimensions in any one area but really doesn't look much different. Second, that 30k price? SUUURRRE. Just like how the Maverick was under 20k. For about a year. In one specific trim. Now you're lucky to see one under 30k. 35k is realistically the price point you're looking at for the Maverick.

View all comments

One of the biggest focuses was on the vehicle’s aerodynamics to improve efficiency. Ford’s Advanced EV Aerodynamics senior manager, Saleem Merkt, said earlier this year that the new midsize electric truck’s aerodynamic efficiency is “more than 15% better than any other pickup truck on the market today and will ultimately result in longer range and lower cost for our customers.”

Ford will also be the first automaker to make prismatic lithium iron phosphate (LFP) batteries in the US, which are cheaper, lighter, and enable more interior space.

The midsize pickup will be assembled at Ford’s Louisville Assembly plant, with the first customer deliveries scheduled in 2027.

electrek.co

[Eric] [graphic] The Philippines is seen as one of two key ASEAN markets for the Nissan...

Eric — 6/10/2026 5:03:28 PM

The Philippines is seen as one of two key ASEAN markets for the Nissan Frontier PHEV which is based on the Dong Feng D9. Photo for CleanTechnica by Raymond Tribdino.

The Year Electrification Took Over The Philippine International Motor Show (Part 2)

11 minutes

Raymond Tribdino

1 Comment

Part 2: The Legacy Response. See Part 1 here.

If the Chinese manufacturers represented the disruption phase of the industry’s transformation, the second major story at PIMS 2026 was scalability. Electrification is no longer confined to passenger vehicles. Increasingly, manufacturers are targeting the fleets, logistics operators, and transport providers that account for a disproportionate share of fuel consumption, operating costs, and emissions.

This shift was most visible in the commercial vehicle sector.

Foton Philippines arrived with one of the most comprehensive commercial electrification displays at the show. Anchoring the lineup was the eAUMAN electric tractor head, supported by the Traveller Sierra EV and the TransVan EV. While consumer EV adoption often progresses gradually, commercial fleets operate under a different set of economic realities. Vehicles that spend long hours on the road can recover the higher upfront cost of electrification more quickly through reduced fuel and maintenance expenses. Foton’s display reflected a growing industry recognition that the fastest gains in emissions reduction may come from fleet operators rather than private motorists.

The Foton Coach EV. The most expensive electric vehicle on display at the 10th Philippine International Motor Show 2026. (Photo for CleanTechnica by Raymond Tribdino.)

BAIC Philippines approached the challenge from another angle. Its B30e Dune hybrid off-roader, B40e Trailmaster range-extended electric vehicle, and B60e Beaumont range-extended SUV sought to address one of the country’s most persistent concerns: range anxiety. By using internal combustion engines as generators rather than primary propulsion systems, range-extender technology offers a compromise between electric driving characteristics and long-distance flexibility. For a country still developing its charging network, the concept may prove particularly relevant for motorists who regularly travel between urban centers and provincial destinations.

The response from the industry’s traditional leaders was more measured but no less significant. Rather than embracing a single technology pathway, Japanese and Korean manufacturers presented a diverse portfolio of hybrids, plug-in hybrids, battery-electric vehicles, and conventional powertrains. Their message was clear: the transition will happen, but it will not happen the same way for every consumer or every market.

Perhaps the most consequential display belonged to Toyota Motor Philippines. Regardless of how quickly new entrants expand, the pace of electrification in the Philippines will ultimately be influenced by how aggressively Toyota guides its enormous customer base toward alternative powertrains.

Toyota’s display embodied the company’s multi-pathway philosophy. Leading the presentation was the Land Cruiser 300 Hybrid, pairing a twin-turbocharged 3.5-liter V6 engine with electric assistance to deliver a combined 457 horsepower and 790 Nm of torque. Nearby stood the Hilux Battery Electric Vehicle concept, an indication that Toyota is actively exploring the electrification of one of the country’s most important commercial vehicle platforms. The dedicated battery-electric bZ4X crossover added a pure EV option to the display, while the internal-combustion Land Cruiser FJ served as a reminder that Toyota remains committed to offering multiple solutions as market conditions evolve.

Nissan Philippines utilized its partnership with Dongfeng-Nissan to broaden its electrified portfolio. The Frontier Pro Plug-in Hybrid Electric Vehicle and Primera EV demonstrate how the company intends to supplement its established e-Power lineup with new battery-electric and plug-in hybrid offerings. At the same time, the X-Trail e-Power and Kicks e-Power continue to provide a solution that appeals to consumers seeking electrified driving characteristics without dependence on charging infrastructure.

Suzuki Philippines marked a significant milestone with the unveiling of the e-Vitara. Developed on a dedicated electric vehicle platform, the compact SUV is the company’s first global battery-electric model. For a manufacturer historically associated with affordable internal combustion vehicles, the e-Vitara represents a strategic shift that would have seemed unlikely only a few years ago. Its arrival signals Suzuki’s recognition that even value-oriented brands must now establish a presence in the EV market.

Subaru pursued a more conservative evolution. The Crosstrek e-Boxer Hybrid integrates electric assistance into the company’s established boxer engine and Symmetrical All-Wheel Drive architecture. Rather than reinventing its identity, Subaru is attempting to improve efficiency while preserving the characteristics that have traditionally defined the brand. The simultaneous introduction of the WRX tS Wagon reinforced that balancing act between electrification and enthusiast appeal.

Mitsubishi Motors Philippines concentrated on plug-in hybrid technology through the upcoming Outlander PHEV. Expected to arrive later this year, the SUV combines a 2.4-liter gasoline engine with twin electric motors and a high-capacity battery pack. The formula reflects Mitsubishi’s belief that plug-in hybrids remain particularly relevant in markets where charging infrastructure is still developing. The introduction of a new X-Force variant alongside the Outlander PHEV further emphasized the company’s commitment to maintaining both conventional and electrified offerings.

Not every manufacturer appeared convinced that the transition must happen immediately.

Isuzu Philippines chose to focus squarely on its traditional strengths. Despite expectations that the D-Max EV seen at international exhibitions might make an appearance, the company instead unveiled a refreshed version of its diesel-powered D-Max pickup. Enhanced styling, safety features, and technology upgrades took center stage. The decision reflects a belief that many commercial users and fleet operators remain committed to diesel power, at least in the near term.

Kia Philippines occupied the middle ground. The EV9 and EV6 highlighted the company’s investment in dedicated battery-electric platforms, while the Sorento Turbo Hybrid and Carnival Turbo Hybrid acknowledged the practical realities of the local market. By offering both pure electric and hybrid solutions, Kia demonstrated the flexibility increasingly required of manufacturers navigating markets at different stages of electrification.

What emerged from PIMS 2026 was not a consensus around a single technology. Instead, the exhibition revealed an industry pursuing multiple pathways simultaneously. Battery-electric vehicles, plug-in hybrids, serial hybrids, range-extenders, and advanced conventional hybrids shared the same floor because manufacturers themselves recognize that the Philippine market remains uniquely complex.

The future of mobility in the country will not be defined by a single drivetrain. It will be shaped by a competition among technologies, business models, and ownership structures, each attempting to solve different challenges related to infrastructure, affordability, and consumer behavior. What PIMS 2026 ultimately demonstrated is that the transition is no longer theoretical. The contest for market leadership in an electrified future has already begun.

cleantechnica.com

[Eric] [graphic] The Year Electrification Took Over The Philippine International Motor...

Eric — 6/10/2026 4:55:21 PM

The Year Electrification Took Over The Philippine International Motor Show (Part 1)

4 hours

Raymond Tribdino

3 Comments

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Part 1: The New Establishment

The Philippine automotive market has moved beyond asking whether electrification will arrive. At the tenth edition of the Philippine International Motor Show (PIMS), the question was no longer if alternative powertrains would become mainstream, but which technologies, brands, and business models would define the transition.

Organized by the Chamber of Automotive Manufacturers of the Philippines Inc. (CAMPI) at the World Trade Center Metro Manila, the biennial exhibition carried the theme “Forward in Every Drive.” More than a slogan, it reflected the direction of an industry that appears increasingly convinced that the future of mobility in the Philippines will be shaped by some form of electrification.

The scale of the exhibition underscored that shift. Seventeen of CAMPI’s 32 member brands occupied the exhibition halls, displaying more than 150 vehicles. Approximately half featured some form of electrified powertrain, from battery-electric city cars and plug-in hybrid sport utility vehicles to electric vans, trucks and motorcycles. Newly elected CAMPI President Jose Maria Atienza described the local automotive industry as vibrant and competitive, noting that the integration of electrified technologies has become a commercial necessity rather than a peripheral experiment.

The pure EV brands

Perhaps the clearest sign of how rapidly the market is evolving can be seen in the changing composition of CAMPI itself. The inclusion of Tesla and VinFast signals a departure from the traditional hierarchy that has long defined the Philippine automotive landscape. For decades, the market was largely shaped by Japanese manufacturers. And only manufacturers. Revisions in its charter now allows importers with manufacturing facilities to join. Tesla has its Gigafactory in Shanghai and VinFast in Hai Phong.

Tesla’s participation was significant less for the vehicles themselves than for what the company’s presence represents. The world’s most recognizable electric vehicle manufacturer now considers the Philippines sufficiently mature to warrant participation in the country’s premier automotive exhibition. Its display centered on the Model 3 and Model Y, vehicles that have become global benchmarks for mainstream electric mobility.

Yet Tesla’s message extended beyond hardware. The company devoted considerable attention to its broader technology ecosystem, including a static display of the Optimus humanoid robot. More revealing was the demonstration of Grok integration within the vehicle interface. The artificial intelligence platform handles navigation, scheduling, recommendations and reminders while demonstrating fluency in multiple Philippine languages and dialects, including Tagalog, Ilocano, Bisaya, Chavacano and Waray. The presentation reinforced Tesla’s long-standing argument that future vehicles will function as software-defined mobility platforms as much as transportation devices.

Tesla sells the Model 3, Y and the 6-seater Y L (for long?). Recent software upgrades include Grok as an AI assistant. (Photo for Cleantechnica by author.)

VinFast arrived with a different proposition. While most manufacturers came to PIMS to sell vehicles, the Vietnamese automaker arrived with a business model. Alongside displays of the Limo Green and Herio Green fleet vehicles and the preview of the MP7, VinFast introduced its Renta Pasada program, an initiative designed to lower the financial barriers to fleet electrification.

Rather than requiring operators to purchase vehicles outright, the program allows transport operators, ride-hailing drivers and corporate fleets to access electric mobility through a rental structure supported by charging solutions. In a market where upfront acquisition costs remain one of the largest barriers to EV adoption, VinFast is betting that financing innovation may be just as important as vehicle technology. It is a strategy tailored specifically to the realities of developing economies, where access often matters more than ownership.

While Tesla and VinFast represented the new establishment, the most aggressive challenge to the market came from mainland Chinese manufacturers. Their displays reflected the confidence of an industry that now dominates global EV production and increasingly views Southeast Asia as its next battleground.

Across multiple brands, a common theme emerged: reducing the price premium traditionally associated with electrification.

The Chery QEV. (Photo for Cleantechnica by author)

Chery Auto Philippines focused on affordability with the launch of the Q EV. Powered by a rear-mounted electric motor producing 120 PS and a 41.28-kWh lithium-iron-phosphate battery, the compact crossover offers up to 405 kilometers of driving range while supporting both AC and DC fast charging.

More importantly, Chery introduced the vehicle at a show price of P888,000. That figure places the Q EV among the most accessible battery-electric vehicles in the country and directly challenges the notion that EV ownership remains reserved for affluent early adopters.

Geely’s EX2 is currently the most affordable in its category. (Photo for Cleantechnica by author)

Geely Philippines followed a similar path with the EX2. Priced from P938,000, the fully electric hatchback pushes battery-electric mobility closer to mainstream territory. The significance of the EX2 lies not only in its specifications but in what it signals about Geely’s intentions. Having established itself through conventional crossovers and hybrids, the company now appears ready to compete aggressively in the emerging sub-P1 million EV segment.

Omoda & Jaecoo’s J5 EV. (Photo for Cleantechinca by author)

Omoda & Jaecoo expanded its local electric portfolio through the launch of the J5 EV. Capable of traveling up to 461 kilometers on a single charge, the compact SUV joins the Omoda E5 and Jaecoo EJ6 in creating a layered electric lineup aimed at different buyer profiles. The expansion reflects the long-term investment Chinese automotive groups continue to direct toward ASEAN markets, where EV adoption remains at an earlier stage than in China but offers significant growth potential.

MG Philippines demonstrated how rapidly electrification has become embedded within corporate strategy. The Cyberster roadster may have attracted attention, but the more important story was the prominence given to the MG4 EV and MG ZS EV. These are no longer niche products used to showcase technology. They have become central pillars of the brand’s business plan in the Philippines.

Jetour Auto Philippines reinforced the case for plug-in hybrids as a practical transition technology. The T2 Lightning i-DM and X70 Lightning i-DM utilize the company’s intelligent Digital Management platform, combining electric propulsion with the flexibility of conventional refueling. For consumers who remain concerned about charging infrastructure, plug-in hybrids offer a pathway toward electrification without requiring major changes in driving habits.

Taken together, the Chinese presence at PIMS 2026 illustrated a broader reality. The country’s transition to alternative powertrains is no longer being driven exclusively by premium technology or environmental aspirations. It is increasingly being propelled by affordability, accessibility and competition. The companies gaining the most attention were not necessarily those offering the most advanced technologies, but those bringing electrification within reach of ordinary Filipino consumers.

Coming soon — Part Two: Legacy Response

cleantechnica.com

[Eric] BYD is deploying 2.4x more charging power per month than Tesla [graphic] Fred ...

Eric — 6/10/2026 2:05:50 PM

BYD is deploying 2.4x more charging power per month than Tesla

Fred Lambert | Jun 10 2026 - 9:36 am PT

30 Comments

BYD is building a charging network that makes Tesla’s Supercharger look slow — and it’s deploying it at a pace that could see it surpass Tesla’s global network within two to three years.

The Chinese automaker has already deployed over 5,700 Flash Charging stations in China in just a few months and just opened its first overseas stations in Europe. The chargers deliver up to 1,500 kW of power — three times what Tesla’s latest V4 Superchargers can do.

I’ve long maintained that the Supercharger network is the single best thing Tesla has done for the EV revolution. Before the Supercharger network, the idea of long-distance EV travel was a fantasy. Tesla didn’t just build chargers — it built the confidence that made millions of people willing to buy an electric car for the first time.

But now, for the first time, someone is mounting a serious challenge to Tesla’s charging dominance. And I think it’s the best thing that could happen for EV adoption.

BYD’s charging specs crush Tesla’s — on paper

The numbers are hard to ignore. BYD’s Flash Charging system delivers up to 1,500 kW to compatible vehicles, compared to Tesla’s V4 Supercharger maximum of 500 kW. On a BYD vehicle equipped with the new Blade Battery 2.0 and its 1000V architecture, that translates to a 10% to 70% charge in five minutes, and 10% to 97% in nine minutes.

Tesla’s current vehicles, by comparison, max out at 250 kW for most models (500 kW for Cybertruck). Even with V4 hardware capable of 500 kW, Tesla doesn’t yet have passenger vehicle that can take advantage of the latest full output of BYD’s charging stations.

BYD is already rolling the Flash Charging tech into its best-selling EVs, not just luxury models. The updated Yuan Plus (Atto 3), one of the world’s best-selling EVs with 224,000 units sold in 2025, now supports Flash Charging at a starting price of around $17,700 in China.

The deployment rate is staggering

BYD launched its Flash Charging network on March 5, 2026. It hit 5,000 stations just 27 days later. By early May, the network had grown to 5,715 stations across more than 300 Chinese cities. BYD’s target: 20,000 stations in China by the end of 2026.

It sounds impossible, but when you look at the current deployment rate, it makes you believe in the impossible.

For context, Tesla’s entire global Supercharger network — built over more than a decade — consists of roughly 8,500 stations with 80,000 stalls. Tesla added about 2,500 stalls globally in Q1 2026, or roughly 833 per month.

BYD is deploying at roughly 650-700 stations per month and accelerating.

Now, it’s important to point out that BYD calculates things differently: each station has two charging guns. Therefore, it’s better to compare Tesla’s Supercharger stall deployment to 2x BYD’s station deployment, which puts BYD’s stall-equivalent deployment rate above Tesla’s current pace.

BYD’s partnership with Sinopec, China’s largest fuel retail network with over 30,000 stations, could supercharge this rollout even further. And the company just opened its first Flash Charger in Germany with plans for 3,000 stations across Europe and 6,000 total overseas by end of 2027.

When does BYD surpass Tesla?

Running the numbers, the answer depends on whether BYD sustains its current trajectory. If both companies continue at their current growth rates — Tesla at roughly 18% annual growth, BYD at the pace implied by its 2026 targets — BYD’s network (measured in stall-equivalents) could surpass Tesla’s globally between 2029 and 2030 – in just roughly 4 years.

In China specifically, BYD will likely match or exceed Tesla’s local charging presence within the next 12 to 18 months. Tesla has roughly 3,000 stations across all of Asia-Pacific.

Tesla’s moat isn’t just hardware, though. It’s 12 years of route planning data, 99.95% uptime reliability, deep software integration, and the NACS standard victory that has turned every other automaker’s vehicles into Supercharger network customers. BYD can’t replicate that overnight.

However, there’s another way to look at it, too, and that’s power deployment.

Based on power deployment, BYD is already doubling Tesla’s monthly deployment rate.
In fact, at this rate, BYD could surpass Tesla’s total charging power deployment within the next 2 years:

Of course, Tesla could also increase its own charging power, and it is already doing so with its Megacharger stations for the Tesla Semi. The deployment rate on those remains to be verified, as it is still early days.

The best thing for EV adoption

Here’s the thing: this competition is exactly what the EV industry needs. Tesla built the Supercharger network when no one else would. It proved that a reliable, fast charging network could make EVs viable for the mass market. But one company running the dominant charging network — even one as good as Tesla — isn’t a healthy long-term setup for the industry.

BYD entering the charging infrastructure game pushes the entire industry forward. Charging speeds go up. Prices come down. Coverage expands. Tesla will have to respond to BYD’s 1,500 kW chargers with faster hardware and vehicles that can actually use V4’s full 500 kW potential. That’s good for everyone.

BYD’s chargers use CCS2 connectors in Europe and are open to all EVs — not just BYD vehicles. BYD UK’s country manager has said the company is targeting sub-50 pence per kWh pricing, which would undercut Tesla Superchargers and most other fast-charging networks in Europe.

The bummer for American EV ownersThe one downside in all of this: American EV owners are almost certainly going to be left out.

With 100% tariffs on Chinese EVs, a connected vehicle software ban, and BYD currently embroiled in political and legal battles with the US government over trade restrictions, there’s virtually no chance BYD’s Flash Charging network will make it to the United States anytime soon. American protectionism is going to keep one of the most impressive EV charging innovations in the world out of the country.

That means the rest of the world — Europe, Southeast Asia, Australia, the Middle East — will benefit from this competition between Tesla and BYD, while American EV owners will not. US consumers will be stuck with the Supercharger network (which, to be fair, is excellent) and networks like Electrify America (which are not), without the competitive pressure that BYD’s chargers would bring.

Electrek’s Take

Top comment by Philip234

Liked by 3 people

Tesla needs to reinvest in the SuperCharger or it is going to start looking like chademo by 2030. Already there are - in the US which is very far behind - more 800V stations (2,400) and more 800V outlets (11,000) than there were total Tesla superchargers five years ago. As the industry moves beyond the old 400V architecture pioneered more than ten years ago, the SC network needs to keep up or get passed by.

View all comments

I’ll say it again: the Tesla Supercharger network is the best thing Tesla has done for the EV revolution. Full stop. It created the template for what EV charging should look like — fast, reliable, well-placed, and integrated into the ownership experience. Every other automaker benefited from Tesla proving this model could work.

But Tesla having the best network doesn’t mean it should be the only serious network. BYD deploying 1,500 kW chargers that can go from 10% to 70% in five minutes — and doing it at a pace that makes Tesla’s deployment look slow — is a competitive wake-up call that should make everyone in the EV charging space move faster.

We’ve been covering BYD’s Flash Charging rollout over the past several months, and the speed of execution has been remarkable. The only real shame is that US trade policy will likely prevent American consumers from ever seeing these chargers domestically. Competition is good. Protectionism that shields consumers from better, faster, cheaper charging is not.

If you’re an EV owner looking to cut your charging costs at home, solar is still the best long-term play. With electricity rates climbing nearly 10% last year, home solar protects you against future rate increases. And with lease and PPA options, you can go solar with zero upfront cost and start saving immediately. If you want to find the best deal, check out EnergySage. It’s a free service with hundreds of pre-vetted installers competing for your business, so you save 20 to 30% compared to going it alone. No sales calls until you pick an installer. Get your free quotes here.

electrek.co

[Eric] Mexico's Home-Grown $6,800 EV; Magna Could Make More Chinese Cars - Autoline Dai...

Eric — 6/10/2026 12:49:22 PM

Mexico's Home-Grown $6,800 EV; Magna Could Make More Chinese Cars - Autoline Daily 4315

Autoline Network

138K subscribers

Jun 10, 2026

Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.

0:00 GM Dives into Energy Storage…
0:54 …And Bi-Directional Charging
1:33 Ford Says Right Incentives Boost PHEV Charging
2:55 Mexico’s Home Grown $8,600 EV
3:50 Volvo Trucks Sees $3 Billion Business with AVs
4:13 Volvo Trucks Sees Strong Demand
4:26 BASF Warns Iran War Will Hurt Car Production in H2
4:51 Magna Could Make Chinese Cars in North America
5:23 Audi Unveils All New Q7
6:19 BYD Interested in F1 & WEC

youtube.com

[Eric] Automobile China achieves record NEV share – exports drive growth China record...

Eric — 6/10/2026 11:59:05 AM

Automobile

China achieves record NEV share – exports drive growth

China recorded nearly 1.5 million sales of battery-electric vehicles and plug-in hybrids in May, marking a significant increase compared to previous months. NEVs accounted for a record 56.9% of total vehicle wholesale sales. However, the figures once again indicate that exports, rather than domestic demand, were the main driver of growth.

Symbolic image
Image: BYD

By Daniel Bönnighausen

10.06.2026 - 16:30

According to the China Association of Automobile Manufacturers (CAAM), 1.496 million electric cars and plug-in hybrids were sold last month. This represents a 14.4% increase compared to the same month last year and an 11.3% rise compared to April 2026 (1.344 million NEVs). Production of new energy vehicles reached 1.554 million units in May, a 22.4% year-on-year increase.

This continues the recovery observed in April, when China reported more NEVs sold in a single month than in the corresponding month of the previous year for the first time in 2026.

However, the CAAM figures require some context. The association’s wholesale sales data covers all vehicles produced in China, including those destined for the domestic market and for export. New energy vehicles comprise battery-electric vehicles, plug-in hybrids including range-extender models, and fuel cell passenger cars. In practice, however, fuel cell vehicles play only a marginal role, with BEVs and PHEVs accounting for the vast majority of sales.

Combined, BEVs and PHEVs accounted for 56.9% of total wholesale sales in May, up from 53.2% in April and 48.7% in May 2025. In other words, more than one in two vehicles sold or exported from China last month was either a battery-electric vehicle or a plug-in hybrid. However, the record share does not solely reflect stronger demand in the domestic market.

Exports support China’s NEV growthAs in April, exports are the primary driver of growth. In May, 446,000 NEVs manufactured in China were exported. This marks a 110% increase compared to the same month last year and a further 3.8% rise compared to April, when 430,000 NEVs were exported. As a result, NEV exports reached another record high in a single month.

Calculations indicate that exports accounted for nearly 30% of China’s total NEV wholesale sales in May. In May 2025, by contrast, exports represented just over 16% of the total, with 212,000 NEVs shipped overseas. Excluding exports, NEV sales in the Chinese domestic market would have reached around 1.05 million units in May. In the same month last year, domestic sales stood at approximately 1.095 million units. Despite the strong overall result, the domestic NEV market therefore remained slightly below the level recorded a year earlier.

This aligns with the broader picture of China’s automotive market. Across all drive types, 2.629 million vehicles were sold in May—a 2.1% decrease compared to the previous year but a 4.1% increase compared to April. According to CAAM, domestic passenger car sales stood at 1.444 million units, 23.4% below the previous year’s figure. Across all drive types, vehicle exports reached 930,000 units in May, a 68.7% increase compared to May 2025. The Chinese market remains under pressure, while exports continue to grow strongly.

BEVs grow faster than plug-in hybridsA breakdown by drive type also reveals a shift in favour of pure electric vehicles. BEV sales reached 1.026 million units in May, representing a 22.9% year-on-year increase and a 13.4% rise compared to April. BEV production rose by 27.2% to 1.044 million vehicles.

Plug-in hybrids accounted for 470,000 sales in May. This was 7.1% more than in April but 0.5% less than in May 2025. Thus, BEVs contributed significantly more to growth last month than PHEVs. However, plug-in hybrid production increased by 13.6% to 510,000 units.

Both drive types continue to see strong growth in exports. BEV exports reached 269,000 units in May, a 94.3% year-on-year increase. PHEV exports grew even more dynamically, rising by 140% to 178,000 vehicles. This underscores the growing importance of plug-in hybrids in the export business for Chinese manufacturers.

Ultimately, the development remains twofold: China is achieving new record highs in NEV share and continues to increase wholesale sales. However, the key driver is increasingly exports, while domestic demand remains subdued.

cnevpost.com

electrive.com

[Eric] [graphic] GM Energy Pass: One Universal Interface For Public Charging 47 minut...

Eric — 6/10/2026 11:55:45 AM

GM Energy Pass: One Universal Interface For Public Charging

47 minutes

Paul Fosse

7 Comments

Support CleanTechnica's work through a Substack subscription or on Stripe.

I was invited to a GM event in San Francisco on June 9th where GM made three big announcements:

GM is activating vehicle-to-grid (V2G) capability for existing customers, with no new hardware required.
GM is expanding grid-scale battery storage with a big bet on sodium-ion technology.
GM’s new “Energy Pass” — one universal interface for public charging (this article).

GM Launches Energy Pass: One App to Finally Simplify Public EV Charging

Public charging has always been the part of EV ownership that feels more complicated than it should. You pull up, often in bad weather, only to download another app, create another account, enter another payment method, and hope the charger actually works. It’s a friction point that legacy automakers and charging networks have been slow to fix — until now.

GM just announced Energy Pass, a new unified charging experience built directly into the MyChevrolet, MyCadillac, and MyGMC apps that millions of drivers already have on their phones. The idea is simple and long overdue: eliminate the fragmented mess of separate apps and accounts and replace it with one clean interface for finding stations, starting sessions, paying, and tracking everything in one place.

At launch, Energy Pass connects drivers to Tesla Superchargers, IONNA chargers, and Electrify America chargers, with ChargePoint and EVgo rolling in soon. Together these networks represent nearly 70% of all DC fast chargers in the United States, plus plenty of Level 2 options. For anyone who has followed the charging landscape, that coverage number stands out. Tesla alone holds roughly 52% of US DC fast charging ports (around 37,000 stalls as of early 2026 data), so folding in the other major players creates meaningful reach from day one.

The experience is designed around minimal effort. After a one-time enrollment, drivers can access participating networks, start and stop sessions from the app, see live status, review charging history and receipts in a single spot, and unlock exclusive discounts at select locations. At compatible stations, Plug&Charge takes it further — pull up, plug in, and walk away. Payment happens in the background. That capability is already live at IONNA Rechargeries and EVgo stations. GM plans to bring it to ChargePoint this summer, and vehicles with native NACS ports will get it at Tesla Superchargers as well.

This announcement lands right as GM accelerates its shift to the North American Charging Standard. The 2026 Cadillac OPTIQ and 2027 Chevrolet Bolt already feature native NACS ports, and every new 2027 model year EV across Chevrolet, GMC, and Cadillac is expected to launch with them. An over-the-air update later this year will enable Plug&Charge on Tesla Superchargers for GM’s existing NACS-capable vehicles. It’s the same direction the entire industry has been moving since Tesla opened its network and made NACS the de facto standard.

As someone who has driven Teslas for years and keeps an all-electric home, I’ve been spoiled by a relatively seamless Supercharger experience. The app, the reliability, the software integration, and the sheer density in many corridors have made long trips straightforward. That doesn’t mean the broader public charging ecosystem hasn’t needed work. For drivers of other brands, the multi-app, multi-account reality has been a legitimate barrier to confident road tripping and everyday use. Energy Pass directly tackles that friction for GM’s expanding EV lineup — Chevy Equinox EV, Chevy Blazer EV, Chevy Bolt, Cadillac models, and electric GMC trucks and SUVs.

What I find most interesting is how this move validates Tesla’s long-term bets. By integrating access to Tesla Superchargers into their own apps and embracing native NACS ports, GM is acknowledging that a single reliable network plus software-defined simplicity wins. Tesla owners already enjoy that. Now GM drivers get a much cleaner path to the same high-quality infrastructure without juggling adapters and separate logins forever. It’s also good for Tesla — more vehicles using the network increases utilization and strengthens the case for continued expansion.

Every minute saved hunting for a working charger or fighting with apps is time back in your day. Reduced range anxiety and smoother public charging sessions make EVs more practical for more people, which ultimately supports higher adoption and better resale values. GM hints that Energy Pass is built to grow — more networks, more in-app features, more discounts and benefits over time.

The early screenshots GM shared show a modern, map-centric interface with clear station search, status indicators, and session controls. It looks intuitive on paper. Real-world performance — uptime accuracy, Plug&Charge reliability across networks, and how well it handles edge cases — will decide whether it delivers on the promise. But the direction is correct.

We’re watching the EV charging experience mature from a collection of siloed apps into something closer to the seamless, background experience drivers deserve. Tesla led with software, reliability, and opening its network. GM is now meeting that standard with unified access and full NACS commitment. Both are necessary. Continued infrastructure buildout, more high-power sites on highways, and steady improvements in home and destination charging will matter just as much.

For GM owners tired of the old way of doing things, Energy Pass is a genuine step forward. It won’t solve every infrastructure gap overnight, but it removes a layer of unnecessary complexity that has held back confidence for too many drivers. That’s exactly the kind of progress the market needs right now. More seamless charging means more EVs on the road and less time spent downloading and registering apps instead of enjoying the drive.

Photos

Photo from GM: With Plug&Charge, you don’t even need to use the app for Plug&Charge enabled chargers, but it’s great that if you do use the app, you don’t need to manage one for each brand!

GM vehicles charging at a Tesla Supercharger. Photo by GM.

GM vehicles at an Electrify America charger. Photo by GM.

Rear 3/4 view of a Blazer EV SS in Radiant Red plugged into a GM Energy charger. Photo by GM.

I got to take the Chevy Bolt for a spin and then charged it an an IONNA station. It was just like a Tesla Supercharge, just plug in and charge, since they had already registered the car and given it a credit card. You only have to do this once (until you want to change credit cards).Disclosure: I am a shareholder in Tesla [TSLA] and XPeng [XPEV]. But I offer no investment advice of any sort here.

cleantechnica.com

[Eric] BYDBYD outsold Ford, and now it thinks it can catch Toyota as the world’s No. 1 ...

Eric — 6/10/2026 11:46:17 AM

BYD outsold Ford, and now it thinks it can catch Toyota as the world’s No. 1 automaker

Peter Johnson | Jun 10 2026 - 7:27 am PT

3 Comments

BYD is already the world’s largest EV maker, but the company’s CEO is confident it will become the world’s leading global automaker within the next five years.

Can BYD become the world’s largest automaker?

After it stopped making cars powered solely by internal combustion engines (ICE) in 2022 to focus on battery electric (EV) and plug-in hybrid (PHEV) vehicles, BYD’s big bet has paid off so far.

With over 4.6 million new energy vehicles (NEVs) sold last year, which includes EVs and PHEVs, BYD surpassed Ford for the first time, ranking as the sixth largest global automaker.

According to BYD’s CEO, Wang Chuanfu, the Chinese EV giant is just getting started with new battery and charging tech set to drive growth over the next few years.

While addressing shareholders at the company’s annual meeting on Tuesday, Wang said that “BYD will truly become the No. 1 automaker globally in terms of ?scale in five years.” BYD confirmed Wang’s comments to Reuters, but didn’t offer any additional context.

Ford and BYD total global sales in 2025 (Source: Bloomberg)

Can it be done? To win the global auto crown, it will need to overtake Toyota, which sold 11.3 million vehicles, or twice as many as BYD in 2025.
It is possible. BYD’s overseas sales have surged in recent months, reaching over 160,000 in May for the first time, as it continues to steal market share from Toyota, Volkswagen, and other global OEMs in key regions like Europe, Southeast Asia, Australia, Mexico, and Brazil.

Stella Li, BYD’s executive vice president and CEO of BYD Americas, at the Dolphin Mini launch event in Brazil and Mexico (Source: BYD)

In several overseas markets, including Australia, Brazil, and the UK, BYD has become the best-selling EV brand, surpassing Tesla and Kia.
After launching its breakthrough Blade Battery 2.0 and Flash Charging system in March, BYD has seen an uptick in demand with orders for vehicles equipped with the new tech.

BYD Denza Z9 GT makes its European debut (Source: BYD)

Wang said last month that demand has exceeded the company’s battery production capacity, with orders for some new models reaching over 100,000.
BYD opened its first Flash Charging stations in Europe and the UK this week, kicking off its global rollout. By the end of 2026, BYD aims to install 300 Flash Chargers across the UK and 3,000 across Europe.

BYD opens first Flash Chargers in Germany (Source: Klaus Hartmann/ BYD)

With the capacity to deliver up to 1,500 kW of charging power, BYD’s Flash Charging stations can recharge a compatible vehicle’s battery from 10% to 70% in just 5 minutes. For a full recharge (10% to 97%), it takes only 9 minutes.

Electrek’s Take

While global OEMs, including Ford and Toyota, continue to delay or cancel major EV projects, BYD is capitalizing on the industry’s shift to electrification.

Aside from the windows and doors, BYD already builds nearly everything in-house, including batteries, electric motors, drivetrains, electronic control systems, infotainment systems, and even the software that powers them.

Just last month, it introduced China’s first in-house 4nm smart driving chip. BYD said the new chip enables “the highest level of vehicle intelligence,” with L3 and L4 autonomous driving capabilities.

Meanwhile, Toyota, Ford, and several other global automakers are turning to BYD for batteries or other EV components to keep pace.

Will BYD overtake Toyota and Volkswagen to become the world’s largest automaker within the next five years? I wouldn’t rule it out. Let us know your thoughts in the comments below.

Source: Bloomberg, Reuters

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[Eric] ELECTRIC HEAVY MACHINERYOIL PRICESXCMGElectric equipment means MASSIVE fuel savi...

Eric — 6/10/2026 11:37:05 AM

Electric equipment means MASSIVE fuel savings for this operator

Jo Borrás | Jun 10 2026 - 5:21 am PT

5 Comments

This heavy equipment operator put seven, 20-ton battery electric wheel loaders and dozers from Chinese equipment brand XCMG to work for combined 17,370 (!) hours last year, and realized an “astonishing” cost savings.

Etrucks New Zealand owner Ross Linton is one of the more interesting voices in the electric commercial vehicle space. As his country’s primary distributor of Chinese-made medium- and heavy-duty electric trucks, chargers, and industrial equipment, he has direct access and real-world insights into a lot of machinery we simply don’t (yet) have access to in North America.

In a recent LinkedIn post, Linton shared performance data from a fleet of seven 20-ton XCMG machines in his company’s rental fleet, and the numbers are eye-opening.

“These seven 20-ton class XCMG Group BEV loaders have run a combined 17,370 hours using a total of 412,000 kWh in New Zealand,” he writes. “That’s 23.7 kWh/h at, say, 30c/kWh, or $7.11 per hour. That is an astonishing energy cost saving over any diesel loader.”

Astonishing is just the beginning

That number, $7.11/hr NZ works out to about $4.13/hr US, might still seem high to Americans thinking in terms of electric cars driving at 60 or 70 mph on a highway, but that’s not the world these machines live in.

For context, a direct competitor to XCMG’s 20-ton loaders, the Caterpillar 966, for example, can burn between 4 and 10 gallons of diesel fuel per hour (depending on who you believe and what kind of work you’re doing). With the price of of red dye diesel averaging $5.60/gal as I type this, that puts fuel costs on the CAT somewhere between $20 and 50/hr, or 5-10x the cost of running your machines on diesel.

It doesn’t stop there. With overnight and off-peak charging, US equipment fleets can cut that $4.13/hr in half.

Remember that when the oil money tries to reinstate the draft.

SOURCE | IMAGES: Etrucks New Zealand, via Ross Linton.

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[Eric] EV marketshare Hits Record 65% in Another Asian Country [graphic] The Electric...

Eric — 6/9/2026 10:00:57 PM

EV marketshare Hits Record 65% in Another Asian Country

The Electric Viking

364K subscribers

Jun 8, 2026

EV marketshare Hits Record 65% in Another Asian Country

The electric vehicle revolution in Asia is accelerating at an unbelievable pace, and another major country has officially hit a massive tipping point!

According to the latest automotive registration data, electric vehicle market share has skyrocketed to a record-breaking 65% in Singapore for April 2026.

Driven by a combination of aggressive government incentives, strict vehicle emission schemes, and a rapidly expanding charging network, traditional combustion engines are being rapidly phased out.

In this video, we break down the spectacular sales numbers, how dominant EV players like BYD and Tesla are capturing the market, and why Singapore's hyper-accelerated transition serves as a massive wake-up call for urban mobility across Southeast Asia and the rest of the world.

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[Eric] GM becomes first automaker to partner with Redwood across full battery lifecycle...

Eric — 6/9/2026 7:03:04 PM

GM becomes first automaker to partner with Redwood across full battery lifecycle

Fred Lambert | Jun 9 2026 - 2:52 pm PT

1 Comment

General Motors has expanded its partnership with Redwood Materials to cover every stage of the battery lifecycle — manufacturing scrap recovery, end-of-life recycling, and now second-life energy storage deployed at a GM factory. It’s the first automaker to hit all three with JB Straubel’s company.

The latest piece is a 1.5 MW / 7.2 MWh energy storage system built from roughly 100 repurposed GM battery packs, set to be installed at a GM manufacturing plant in Michigan. Redwood says the system will save the plant more than $3 million in electricity costs over its lifetime.

From scrap to storage: the full loop

The GM-Redwood relationship has been building for years. Through GM’s battery cell manufacturing joint venture with LG Energy Solution, Ultium Cells, Redwood already receives and recycles manufacturing scrap from U.S. production lines. When GM EVs reach the end of their useful road life, those packs also go to Redwood for either recycling or repurposing.

The numbers are substantial. Redwood says it has received over 28,000 metric tons of material from GM and Ultium Cells for recycling to date, with an additional 10,000 EV packs now in the pipeline for repurposing through Redwood Energy, the company’s storage division.

We covered the initial GM-Redwood energy storage MOU last July, when the two companies signed a non-binding agreement to explore turning both new and second-life GM batteries into grid-scale storage. Today’s announcement turns that MOU into a concrete deployment at an active manufacturing facility.

Redwood’s automaker Rolodex keeps growing

The GM deployment follows a pattern Redwood has been building across the auto industry. In April, Rivian partnered with Redwood to deploy 10 MWh of second-life battery storage at its Normal, Illinois factory — the first repurposed battery system at a U.S. automaker’s manufacturing plant. Now GM is adding to that with a system at its own Michigan facility.

Both deals feed Redwood’s flagship product, Redwood Energy, which launched in mid-2025 and uses the company’s Pack Manager software to stitch together packs of mixed chemistries and degradation states into a single dispatchable storage asset.

The largest proof point remains Redwood’s 12 MW / 63 MWh microgrid at its Sparks, Nevada campus, built from 792 second-life EV packs and powering AI data center operator Crusoe. That installation has delivered 99.2% operational availability over seven months of continuous operation, and the companies expanded the deployment in March to support 24 Crusoe Spark modular data centers — nearly 7x the original compute capacity.

Redwood, founded by Tesla co-founder JB Straubel, reached a $6 billion valuation in October 2025 after raising $350 million in Series E funding led by Eclipse and Nvidia’s NVentures. The company closed an additional tranche in January, bringing the total round to $425 million.

The competitive context

The second-life battery storage market is heating up fast. The broader EV battery reuse market is projected to reach $62.7 billion by 2033, growing at a 28.6% CAGR, and second-life storage capacity is expected to scale from about 25-30 GWh in 2025 to 330-350 GWh by 2030.

But not everyone is surviving the ramp. Ascend Elements, which had raised over $1.1 billion for battery recycling and materials production, filed for bankruptcy in April 2026. That leaves Redwood as the clear domestic leader, with a two-sided business model — recycling on one end, energy storage on the other — that generates revenue from batteries at every stage of their lifecycle.

Tesla, notably, has been building its Megapack energy storage business exclusively with first-life cells. Redwood is building a parallel market in second-life, and it’s systematically locking in the automaker relationships to secure feedstock.

Electrek’s Take

This is a milestone worth paying attention to, even if the 7.2 MWh Michigan deployment is modest in absolute terms. What matters is the full-lifecycle lock-in. GM is now sending Redwood its manufacturing scrap, its end-of-life packs, and buying back repurposed storage systems for its own plants. That’s a sweet closed loop.

The economics tell the story. GM gets $3 million in electricity savings at a single plant, a disposal pathway for aging battery packs that would otherwise be a cost center, and recovered critical materials that feed back into new battery production. Redwood gets a steady feedstock of 28,000+ metric tons of recycling material and 10,000 packs for its storage business — from just one automaker.

We’ve been tracking JB Straubel’s quiet buildout of Redwood Energy since the Rivian deal in April, and the pattern is clear: Redwood is becoming the default second-life battery partner for U.S. automakers. With Ascend Elements out of the picture and Li-Cycle still finding its footing, Straubel has an open lane. The question now is whether he can scale the Pack Manager platform fast enough to absorb the wave of packs that’s coming as first-generation EVs from GM, Rivian, Ford, and others start aging out. The demand is there — the U.S. will need over 600 GWh of storage by 2030. The feedstock is building. This is becoming a real business.

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