I had a short conversation with someone about EV’s (electric vehicles) who admitted that they didn’t know much about the current adoption/industry. I took it upon myself to gather a few highlights from 2022 as well as some info about exciting near term developments for 2023. Below are those articles!
A short deviation from all the EV stuff that will follow.
Porsche begins production of ‘e-fuel’ that could provide gas alternative amid EV push. Porsche said Tuesday that a pilot plant in Chile started production of the alternative fuel, as it aims to produce millions of gallons by mid-decade.
A big deal for 2023 is that most EV’s are again open to the $7,500 tax credit, depending on where the batteries are made and some other rules.
Previously after any specific manufacturer had sold 200k EV’s that company’s cars would lose a tax credit.
So GM and Tesla EV’s were not getting a $7,500 tax credit at the end of 2022 while Ford’s were.
Tesla Cybertruck – Many Tesla fans are closely watching as tooling rolls into the Texas production plant, getting ready for Cybertruck production later in 2023!
Tesla takes delivery of army of robots to build Cybertruck
Tesla Cybertruck Coming, Giga Press Shipments Arrive At Giga Texas
TeslaSsemi – Initially 36 delivered to Pepsi. More being delivered in 2023
500 mile range on the Tesla Semi, pulling a load.
Tesla expanding Texas plant – $700 million capital expenditure https://electrek.co/2023/01/10/tesla-applies-massive-million-expansion-gigafactory-texas/
Vinfast – Vietnamese car company. Up and coming! Sounds like a bit of a rough start though.
Part of a huge company – Vingroup that seems to own everything in Vietnam.
Vingroup Joint Stock Company is the largest conglomerate of Vietnam,focusing on technology, industry, real estate development, retail, and services ranging from healthcare to hospitality. The company was founded by property developer and entrepreneur Phạm Nhật Vượng.
It’s hard to tell how many cars Vinfast has sold in 2022. It sounds like only a few thousand. But hopefully they will start producing more in 2023! More EV companies the better.
The company said it sold 15,617 F150 Lightning EV pickups in 2022. Plans to sell many more in 2023.
On a full-year 2022 basis, Rivian produced 24,337 electric vehicles and delivered 20,332 to customers. Rivian is a new EV only car (currently only making Trucks and SUV’s) company.
VW bus -ID.Buzz –
saw the start of production of the ID.Buzz electric van after it was officially unveiled last March.
6,000 Buzz deliveries alone by the end of 2022
In 2022, 20,511 Volkswagen ID.4 (small electric sedan) were sold in the US, which is 22.5 percent more than in 2021 (16,742) and 6.8 percent of the brand’s total volume. Cumulatively, more than 37,000 ID.4 were delivered to customers
2023 Chevy Bolt EV and EUV get $6,000 price cut, start at $25,600 –. Probably cheapest/best value EV for sale in USA.
Canoo – New EV company. Has multiple sale agreements with Walmart, US military, others.
United states post office – Personally I think this is a great application for EV’s. standard daily route length. Can recharge at night. Should save USPS a lot of money.
o Postal Service anticipates increasing the quantity of purpose-built Next Generation Delivery Vehicles (NGDV) to a minimum of 60,000 of which at least 45,000 will be battery electric by 2028. NGDV acquisitions delivered in 2026 and thereafter expected to be 100% electric.
o Postal Service expects to purchase an additional 21,000 battery electric delivery vehicles through 2028, representing a mix of commercial-off-the-shelf (COTS) vehicles. Acquisitions delivered in 2026 through 2028 expected to be 100% electric.
Chinese EV companies – NIO, Xpeng, Li auto – are the 3 new big upcoming Chinese EV companies.
NIO – . NIO delivered 122,486 vehicles in 2022 in total, increasing by 34.0% year-over-year. Cumulative deliveries of NIO vehicles reached 289,556 as of December 31, 2022.
Nio is also working on battery swap stations, not just charging like most other EV companies are doing.
Xpeng – Xpeng ranked third, delivering 11,292 vehicles in December, down from 16,000 last year, for a total of 120,757 in 2022.
Li Auto – They are the 3rd hot Chinese EV car company. Honestly I don’t know much about them but apparently they delivered just slightly more EV’s than Nio or Xpeng in 2022 (Li Auto – 133,000 deliveries in 2022. See above link.
BYD – BYD auto is a legacy car company that has delivered a lot of hybrids in china.They sell more plug in hybrids than pure EV’s. but still a good company/force in EV world.
In 2022, BYD sold more than 1.85 million plug-in electric cars, more than tripling its 2021 result of 593,745. This makes the company the world’s largest manufacturer of rechargeable cars, although, in the case of all-electric cars, Tesla still has a significant edge (over 1.3 million deliveries).
BYD plug-in sales year-to-date:
BEVs: 911,141 (up 184% year-over-year)
PHEVs: 946,238 (up 247% year-over-year)
Total: 1,857,379 (up 213% year-over-year)