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Category Archives: manufacturing
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, TotalEnergies, Mercedes-Benz Open Battery Factory
Stellantis (NYSE: STLA), TotalEnergies and Mercedes-Benz, celebrated today the inauguration of the Automotive Cells Company’s (ACC) battery factory in Billy-Berclau Douvrin, France, the first of three planned in Europe. Continue reading
Toyota, Honda, GM Lead in Supplier Relations
“The industry continues to face unprecedented challenges in the shift to EVs that unless effectively addressed will only get worse,” said David Andrea, Principal in Plante Moran’s Strategy and Automotive & Mobility Consulting Practice, which conducts the annual Study. “During Covid, a ‘war room’ approach was adopted to quickly resolve critical issues. That approach is what auto manufacturers need to maintain during the transition to EV technologies. The industry needs that level of collaboration, even without the pressure of a crisis.” Continue reading
Toyota to Buy Solar Power from Former Coal Mine
“It is important that renewable power is more available to large-scale US energy buyers and converting brownfields like this offers a path forward for former energy communities to take advantage of the infrastructure they already have with transmission lines while providing clean energy to the grid,” said David Absher, senior manager of environmental sustainability at Toyota Motor North America. Continue reading
Stellantis Buys Share of Symbio for Fuel Cell Technology
“Acquiring an equal stake in Symbio will bolster our leadership position in hydrogen-powered vehicles by supporting our fuel cell van production in France, and it also serves as a perfect complement to our growing battery electric vehicle portfolio,” said Carlos Tavares, Stellantis CEO. Continue reading
Nel Announces Automated Hydrogen Fuel Factory in Michigan
“The short distance to General Motors, headquartered in Detroit, has played a decisive role in the choice of state. The two companies collaborate to develop further and improve Nel’s PEM electrolyzer technology,” said Nel’s CEO, Håkon Volldal. “The choice of Michigan is based on an overall assessment of what the state can offer in terms of financial incentives, access to a highly skilled workforce, and cooperation with universities, research institutions, and strategic partners. I will also highlight the personal engagement from Governor Whitmer and her competent and service-minded team,” Volldal said. Continue reading
PACCAR, Toyota to Sell Fuel Cell Trucks in 2024
The expanded agreement supports ongoing development and sale of zero-emission versions of the Kenworth T680 and Peterbilt 579 models with Toyota’s hydrogen fuel cell powertrain kit. Initial North American customer deliveries are planned for 2024. Continue reading
NHTSA – Wheels Falling Off 2023 Ford Bronco, Ranger Trucks
In the required federal filing made public today by the National Highway Traffic Safety Administration, Ford said the lug nut tightening machine was out of service and that a manual – translation human – backup was in place. Continue reading
EV Battery Gold Rush – Stellantis and Alliance Nickel
NiWest is an advanced nickel-cobalt development project in Western Australia that hopes to produce ~90,000 tpa (tons per annum) of battery grade nickel and cobalt sulphate for the electric vehicle market. To date, more than AU$30 million has been invested into drilling, metallurgical test work and development studies. Stellantis today also agreed agreed to purchase €9.2 million (AU$15 million) in new equity in Alliance Nickel, giving it an 11.5% shareholding on completion and rights to nominate one director to the Alliance board. Money from the equity purchase will be applied to the completion of the NiWest Project Definitive Feasibility Study and engineering design works, expected in the last quarter of 2023. Continue reading
Hyundai Motor Group, SK On Approve US Battery Cell JV
In November 2022, the Group signed a memorandum of understanding (MOU) with SK On to secure EV battery supply for North America. The total investment amount for the joint venture is expected to be ~$5 billion, with the Group and SK On each holding a 50% stake. Continue reading
GM, Samsung SDI Announce New US Battery Cell Plant
General Motors (NYSE: GM) and Samsung SDI announced today they plan to invest more than $3 billion to build a new battery cell manufacturing plant in the United States. The plant will have more than 30 GWh of capacity and will bring GM’s total U.S. battery cell capacity to about 160 GWh when it is at full production in ~2026. The companies plan to jointly operate the facility, and it is projected to have production lines to build nickel-rich prismatic and cylindrical cells. Continue reading
March Global Light Vehicles Sales Up 12%
The month-on-month (MoM) improvement in the SAAR is largely attributed to the rebounding of the China market as customers took advantage of expiring tax incentives before April, in LMC’s view. Relatedly, both the North American market and the Western Europe markets saw YoY improvements when compared against a very weak 2022. Eastern Europe showed the first positive YoY growth in March since the beginning of the Ukraine conflict in February 2022, LMC noted. Continue reading
Ford Oakville Assembly in Canada to Convert to EVs
Ford Motor (NYSE: F) said today it is investing C$1.8 billion in its Oakville Assembly Complex to make it into a high-volume hub of electric vehicle manufacturing in Canada. The property, to be renamed Oakville Electric Vehicle Complex, will begin to retool and modernize during Q2of 2024 to prepare for production of next-generation EVs. Continue reading
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 →