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Saturday, September 28, 2024

EV Leaders in US Auto Business, Tesla Progress, Hydrogen & CCS Folly, Automobiles of the Yr — Prime Cleantech Tales Not To Miss


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There are tons of of fine cleantech tales each day. It’s an excessive amount of for anybody to cowl and even an excessive amount of for anybody to learn. Nevertheless, each week, there are specific extremely notable tales I wish to be sure you don’t miss. Right here’s this week’s roundup of massive cleantech tales to take a look at in case you missed them.

US EV gross sales progress: Regardless of many hurdles and restricted mannequin availability, US EV gross sales continued to develop strongly in 2023. They turned 7.2% of the brand new automotive market, and Tesla alone turned 4.3% of US auto gross sales! That’s in line with an unique CleanTechnica report on this trade. In a associated CleanTechnica report, I uncovered that the US auto trade grew 8% within the 4th quarter yr over yr, whereas EV gross sales grew 29% — and but so many headlines targeted on the supposed drop within the EV market.

Main automakers in EV gross sales: I additionally dove in and crunched the numbers nobody else has crunched to point out which automakers within the US account for probably the most EV gross sales, and likewise which automakers have electrical car gross sales as the best portion of their very own whole gross sales.

Tesla Mannequin Y’s huge US gross sales progress: Within the course of of making charts for EV gross sales traits over current years, I used to be blown away by how a lot Tesla Mannequin Y gross sales grew from 2022 to 2023. Attention-grabbing sufficient, although, as I bought to the tip of that article, there was a notable twist.

Tesla Fremont turns into #1 auto manufacturing unit in USA: Associated, the truth that Tesla’s California EV manufacturing unit is now the biggest auto manufacturing manufacturing unit within the US has to shake up one’s assumptions on the US auto trade. Sadly, I’d guess cash that 99% of Individuals should not conscious that Tesla’s Fremont manufacturing unit is now the #1 auto manufacturing facility within the nation.

Stimulating extra Tesla gross sales: Tesla’s huge gross sales volumes of current years and bold progress targets have put a variety of strain on the model, although. With a purpose to stimulate extra gross sales this quarter, Tesla is now giving house owners the choice of buying and selling in vehicles which have FSD (“Full Self Driving”) or free Supercharging and getting these options on a brand new Tesla of their selecting. Whereas that’s nice for a lot of prospects, it raises issues about present Tesla client demand.

Coming Tesla fashions: Not that that is shocking, however phrase on the road is that a $25,000 Tesla car is anticipated to reach in 2025. May this inexpensive Tesla actually hit the market subsequent yr? If that’s the case, what is going to that imply for Tesla gross sales and EV gross sales total? Moreover, the Cybertruck is already right here, however it will likely be getting proven round China quickly, and that bought me fascinated with how well-liked the Cybertruck may truly be in China.

David Havasi and I additionally talked at size about many of those issues in our newest EV Obsession video. Test it out:

China EV gross sales: Whereas the US EV market is rising and fascinating, it’s nothing in comparison with the large, various EV market in China. In 2023, a full 25% of recent automotive gross sales had been gross sales of 100% electrical fashions. That’s nicely above the USA’s 7%.

Europe EV gross sales: After which Sweden goes and beats all of them, with 29% of recent automotive gross sales being BEV gross sales (and 52.5% of gross sales being plugin automobiles). Throughout Europe as an entire, 16% of recent car gross sales had been BEV gross sales, mainly proper in between the USA’s stage and China’s stage. Wanting a bit extra broadly, 24% of gross sales had been plugin automobiles gross sales.

Elon Musk’s report pay bundle: A cleantech story that grabbed headlines throughout the interwebs was a Delaware courtroom invalidating Elon Musk’s huge compensation bundle from current years. Steve Hanley covers the information and supplies his tackle it as nicely.

A Ford Mustang Mach-E at a Tesla charging station.

Ford offering Supercharger adapters at no cost: Ford was the primary automaker to leap in and say that its EV house owners would have the ability to use NACS/Tesla Supercharger stations, and now that 2024 has arrived, the corporate is saying that till new Ford EVs include NACS cost ports in-built, Ford EV house owners will get NACS adapters at no cost. That’s undoubtedly the way in which to go.

Toyota’s — electrifying, however not electrifying: Toyota has bought to be probably the most fascinating auto corporations to check and talk about relating to the EV transition. Paul Fosse supplies a superb, thorough have a look at the distinctive place Toyota has taken.

CleanTechnica Automobiles of the Yr: We named the US CleanTechnica Automobile of the Yr and European CleanTechnica Automobile of the Yr for 2023, based mostly on reader votes following our personal narrowing down of the finalists. Be sure you take a look at the winners!

Dismantling hydrogen and CCS folly: Michale Barnard revealed a collection of articles highlighting numerous issues with hydrogen and CCS and issues with the hype they’ve obtained in current a long time. Check out his writer archives for all of his content material on these issues.

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