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Category Archives: manufacturing
General Motors Buys Israeli Battery Software Startup
The move comes at a time of considerable turmoil and violence in Israel. There is also the pending UAW contract negotiations where non-union EV partnerships and joint ventures are large, contentious issues. Continue reading
Toyota Motor North America EV Executive Shuffle
Toyota now directly employs more than 48,000 people in North America who design, engineer, and assemble what totals ~45 million cars and trucks at 13 non-unionized manufacturing plants. The Research & Development, Manufacturing and Product Support changes are effective 3 July 2023. Continue reading
US EV Market Growing – Problems Growing Too
The Alliance for Automotive Innovation today released its analysis of the US electric vehicle (EV) market for Q1 2023. More than 305,000 EVs sold in U.S. During Q1, an increase of 56% compared to Q1 2022. This means that EVs represent 8.6% of new light-duty vehicle sales in Q1 2023, up slightly from 8.5% in Q4 2022 and 5.9% in Q1 2022. While this is relatively good news, supply constraints still hinder growth. This might not be as bad as it sounds for consumers since Q1 2023 public charging data show that the installation of US public chargers is not keeping up with current and – above all – projected EV sales. Continue reading
EV Battery Gold Rush – GM and Element 25
General Motors (NYSE: GM) and Element 25 (ASX: E25) announced today in Detroit and Perth, Australia an agreement for Element 25 to supply up to 32,500 metric tons of manganese sulfate annually to support the annual production of more than … Continue reading
Toyota, Mitsubishi to Debut Biogas Hydrogen Equipment
Toyota Motor, Toyota Tsusho and Mitsubishi Kakoki will introduce biogas-derived hydrogen production equipment for the first time in Thailand. The hydrogen production equipment to be introduced will be manufactured by Mitsubishi Kakoki and installed in Thailand in November 2023 to produce hydrogen from biogas derived from local chicken manure and food waste. It’s the latest step announce by awakened companies to move, ultimately, to a carbon-neutral society. Continue reading
EV Politics – Biden versus the UAW
AutoInformed notes that this is a UAW contract year and an election year. Biden’s endorsement by the UAW is by no means assured, although we understand trade offs are unappetizing, but not as bad as endorsing a Republican candidates? Ford Motor is also opening a $3.5 billion manufacturing plant in 2026 in Marshall, Michigan, using technology licensed from Chinese CATL. Continue reading
Fasten Your Safety Belt – Quality Problems at Record High
New vehicles are becoming more problematic with the number of problems per 100 vehicles (PP100) rising to a record 30 PP100 during the past two years, according to the J.D. Power 2023 U.S. Initial Quality StudySM (IQS) released today. Power … Continue reading
What Does American Made Mean?
The website Cars.com released its 2023 American-Made Index® today at a time of intense discussion about whether the term means anything. The standards for the American-Made Index include location of final assembly; percentage of US. and Canadian parts; country of origin for available engines; country of origin for available transmissions; US manufacturing employees relative to the automaker’s footprint. Continue reading
Cleared for Takeoff – Archer Aviation and Stellantis
Stellantis previously said it will provide up to $150 million in equity capital for potential draw by Archer at its discretion in 2023 and 2024, subject to achievement of certain business milestones which Archer predicted will occur during 2023. If AutoInformed’s math is right, manufacturing aircraft at the forecast volumes would make Covington the world’s leading aircraft manufacturing facility. Continue reading
Posted in aviation, electric vehicles, environment, manufacturing, mobility company, shows and events
Tagged Archer Aviation, auto industry commentary, autoinformed.com, Covington Georgia, electric vertical take-off and landing aircraft, European Debut of Midnight eVTOL Aircraft, kcvc, Ken Zino, le bourget France, Paris Air Show, Stellantis, Stellantis and Archer
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GM Expanding Ultium CAM EV Battery Joint Venture
General Motors (NYSE: GM) and POSCO Future M announced today the second phase of their Ultium CAM joint venture, an investment forecast to exceed $1 billion to increase production capacity of Cathode Active Material (CAM) for EV batteries. While CEO Mary Barra admits that GM was slow to embrace EVs, GM is now clearly among the leaders in what is the future of automobility. Today’s announcement is the latest in a series of actions GM has taken to build a more secure EV supply chain. Continue reading
Posted in connected vehicles, electric vehicles, energy, environment, global warming, manufacturing
Tagged auto industry commentary, autoinformed.com, Doug Parks, Ken Zino, POSCO Future M, Ultium batteries, Ultium-based battery electric vehicles, Wallace Battery Cell Innovation Center
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Stellantis, Vulcan Sign Deal for Renewable Energy at Mulhouse
Mulhouse is where the DS7, Peugeot 308 and e-308, 508, and the new 408 are made. Based on current assumptions, the project could provide a significant portion of the industrial site’s annual energy needs starting in 2026, Stellantis said. It’s the latest move in the Stellantis fight against climate change with its ambitious goal of reaching carbon net zero emissions by 2038, with a 50% reduction by end of this decade. Continue reading
Posted in alternative fuels, electric vehicles, energy, environment, manufacturing, milestones, public health
Tagged Arnaud Deboeuf, auto industry commentary, autoinformed.com, carlos tavares, citroën, FCA and PSA, Francis Wedin, Ken Zino, Mulhouse plant, Peugeot, Upper Rhine Graben, Vulcan Energy
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Chinese April Sales Soft – EV Exports Threaten Global Trade
AutoInformed notes here that the Biden Administration’s Inflation Reduction Act is actual a climate change and industrial policy bill that has global trade implications among US allies, trading partners and hostile states – say Russia and China. This is leading to the creation of a new term that will replace “offshoring” in trading and policy jargon. How about “friend shoring,” which is starting to emerge in automotive circles. Continue reading
Toyota to Assemble Three-Row Electric SUV in Kentucky
Toyota claims it currently offers 22 electrified vehicle options in the US at the Toyota and Lexus brands, the most among any automaker. By 2025, Toyota plans to have an electrified option available for every Toyota and Lexus model globally. During the last two years, Toyota said it has invested more than $8 billion in its US manufacturing operations primarily to support its product electrification efforts. Continue reading
Stellantis Shows New Global EV Platform – STLA Medium
The platform can be used on a variety of vehicles and propulsion configurations in the center of the mass-market, the C- and D-segments, which accounted for 35 million sales in 2022 of the 78.5 million vehicles sold globally that year. Stellantis brands right now offer 26 vehicle nameplates in those segments on a variety of platforms. Up to two million vehicles per year can be built on the STLA Medium platform in several plants. Continue reading →