China NEV Weekly Episode 9: Leap Into The Endless Sea Of New Brands

China NEV Weekly

China NEV Weekly

Welcome to Episode 9 of China NEV Weekly, this time with sports cars, sedans, SUVs, MPV, and no less than five new brands. Time to roll:

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Will China hold our electric future at ransom? Not if Toyota can help it

Toyota’s Akira Kato demonstrates lean neodymium. (c) Bertel Schmitt

If the supply of electric vehicles is to grow as predicted, the demand for strategic materials will increase along with it. The various oil crises of the past, and the wars that came with it, illustrate where such a dependency can lead. As far as electric vehicles are concerned, two choke points have been identified: The supply of cobalt needed to make batteries, and the supply of rare earth minerals needed to make the magnets in electric motors.

There are two ways to address the problem. We can hope it will take care of itself. Or we can do something about it. Toyota is in the second camp, and it aims to reduce the dangerous dependency on neodymium. Expensive neodymium already is the main cost driver in the production of magnets, we heard today at a meeting at Toyota’s Tokyo HQ. If electric vehicles will gain popularity as expected, shortages of neodymium could occur as early as 2025, Akira Kato, general project manager at Toyota’s R&D company, told us today. [Continue Reading]

China NEV Weekly Episode 8: ORA is a Great Wall and Xiyate is Not a Seat

China NEV Weekly

The Chinese NEV market moves at full speed ahead, time thus for China NEV Weekly Episode 8. Today with a Seat that isn’t a Seat, an ORA, and yet another electric supercar. Here we go:

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China NEV Weekly Episode 6: A bang and a Byton

China NEV Weekly

We continue with a new episode of China NEV Weekly, bringing you the latest New Energy Vehicles from China. This week with a bang, a Byton, and Ford’s new friend.

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China NEV Weekly Episode 5: Bangle and the World Cup

 

Welcome to another episode of China NEV Weekly, with the latest New Energy Vehicles from China. This week with Chris Bangle, the World Cup, and a fake Picasso.

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China NEV Weekly, Episode 4: Pickup Your BingGo

China NEV Weekly

Welcome to Episode 3 of the China NEV Weekly, where we look at the latest New Energy Vehicles from China. This week with pickup trucks, a Hozon, and we are going to play bingo!

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Don’t even think it: No, China is not caving in to Tesla

Customs checkpoint at the Xiamen Free Trade Zone. Picture courtesy brics2017.org

When you read this, you probably have heard that China is doing away with its requirement that foreign automakers need a 50:50 Chinese partner before they can make automobiles in the Middle Kingdom, the only legal way to avoid the country’s egregious 25% import tax. You will also have heard that this will open the gates to Tesla’s ultimate domination of the world’s largest car market, and especially of the world’s largest electric car market. If you haven’t heard, you certainly will.

There is only one problem: It is not true. Car companies indeed will be able to build EVs on Chinese soil, and on their own, but they won’t get around the tax, and therefore won’t be competitive with indigenous products. [Continue Reading]

China NEV Weekly, Episode 3: Electric sports cars, electric Trucks

Welcome to Episode 3 of the China NEV Weekly, where we look at the latest New Energy Vehicles from China. Today with electric sports cars, trendy electric minis, and big electric trucks. Yes, trucks. Been there, done that.

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