Category Archives: environment

Mazda Japanese BEVs to Adopt North American Charging Standard

Posted on 9 May 2025 by Ken Zino

Mazda Motor Corporation (MMC 7261.T)* today announced that a deal was reached with embattled Tesla (NASDAQ: TSLA) to adopt the North American Charging Standard (NACS) for charging ports on the company’s battery electric vehicles (BEV) launched in Japan from 2027 onward. Earlier this year, Mazda said that it will build a new module pack plant for automotive cylindrical lithium-ion battery cells in Iwakuni City, Yamaguchi Prefecture, Japan. The new plant will produce modules and packs of automotive cylindrical lithium-ion battery cells procured from Panasonic Energy Co. The completed battery packs will be installed in Mazda’s first battery EV that uses a dedicated EV platform and will be manufactured at Mazda’s Hiroshima plant. The annual production capacity is planned to be 10 GWh. This could see a U.S. export version, but there’s the ever-changing Trump trade barriers in play. The former Auto Alliance joint venture in Michigan is now a Ford Mustang plant and given Mazda’s strained relations with Ford, as well as Ford’s own struggles with Trump tariffs, it’s a highly unlikely source of Mazda BEVs in AutoInformed’s view.

Tesla itself presents another problem for U.S. sales, AutoInformed opines. Tesla said in late April that 2025 profits during Q1 plunged from $1.39 billion to $409 million. This was a drastic drop from analyst guess-timates as Elon Musk’s DOGE chainsaw kicked back on the company and slashed revenue from $21.3 billion to $19.3 billion. Amidst the carnage of lower customer deliveries, lower margins and lower profits, Elon Musk also claimed that he was leaving DOGE behind as his major work there was finished. Musk will only be spending a day or so weekly on the unpopular Trump DOGE executive order. However, the Tesla brand is unquestionably damaged. Tesla links could be highly toxic, the automotive brand equivalent of an EPA superfund cleanup site. Continue reading →

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CARB – Cap and Trade Funds ~$33 Billion of Climate Fixes

Posted on 7 May 2025 by Ken Zino

Nearly $33 billion has been raised to fund so-called climate solutions in communities across the state with money from the state’s Cap-and-Trade Program, according to a new report published by the California Air Resources Board (CARB)* today. The annual report provides detailed information about California Climate Investments, which tracks funds generated by cap and trade auction proceeds and allocated to 117 programs by the State  Legislature.

“California is proving that cutting pollution creates jobs and boosts communities. By holding polluters accountable, we’re sending billions of dollars back to communities and back to people’s wallets through credits on utility bills,” said Governor Gavin Newsom. “And we’ve got the receipts: healthier and cleaner communities and thousands of good paying jobs.” Continue reading →

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FuelCell Energy and Toyota Get DOE’s Better Project Award

Posted on 1 May 2025 by Ken Zino

FuelCell Energy and Toyota Motor North America (NYSE: TM) today announced that the first-of-its-kind “Tri-gen” facility at the Port of Long Beach has received the U.S. Department of Energy’s 2025 Better Project Award.* Commissioned by Toyota and owned and operated by FuelCell Energy, Tri-gen produces three products for port vehicle processing operations at Toyota Logistics Services: renewable electricity, renewable hydrogen and usable water.

The Better Project Award is said to recognize accomplishments at individual facilities for innovative and industry-leading accomplishments in implementing energy, water, and waste reduction efficiency measures. Continue reading →

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GM 2025 Guidance – Trump Tariff Exposure $4-5 Billion!

Posted on 1 May 2025 by Ken Zino

General Motors (NYSE: GM) this morning issued its 2025 full year earnings guidance after a delay earlier this week caused by the ongoing chaos of the Trump tariff pandemic. While the goals and rhetoric  of the current mis-administration continue to fluctuate wildly behind a non-transparent word barrage of lies, false facts, and ignorant assertions, General Motors remains focused and amazingly consistent in stating its goals and steps taken to achieve them given the growing Trump disease infested swamp in Washington.

“We are updating our full-year EBIT-adjusted guidance to a range of $10 billion – $12.5 billion, including a current tariff exposure of $4 billion – $5 billion,” said GM Chair and CEO Mary Barra. “We look forward to maintaining our strong dialogue with the Administration on trade and other policies as they continue to evolve. As you know, there are ongoing discussions with key trade partners that may also have an impact. We will continue to be nimble and disciplined and update you as we know more.” Continue reading →

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McKinsey on EVs – China Most Advanced Region by Far

Posted on 28 April 2025 by Ken Zino

Electric vehicles (EVs) are increasing market share, cars are becoming more connected, and autonomous vehicles are gradually starting to appear on more streets worldwide. However, the transition to new technologies has not been without challenges and kinks, especially with consumer sentiment in the EV sector, according to the Annual Mobility Survey by the respected McKinsey & Company consultancy. Respondents came from China, Europe, and the United States. The 2025 survey released today is ongoing. It will eventually include respondents from nine countries [an unknown number of which Trump wants to takeover – AutoCrat].

“After rising rapidly for years, EV sales growth has slowed in many regions. Meanwhile, new competitors, especially those from China, are entering the EV market and attracting attention by offering innovative and technologically-sophisticated vehicles that are often more affordable than offerings from incumbents,” according to the detailed, multi-sourced McKinsey analysis.* Continue reading →

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UK Car Production Down. Trump’s Tariffs Threaten Future

Posted on 25 April 2025 by Ken Zino

“A March uplift to manufacturing is overdue good news, although the performance was boosted by a comparatively weaker month last year, when holiday timings and product changeovers combined to reduce output. With the last quarter showing demand for British-built cars rising overseas, navigating the new era of trade uncertainty is now the major challenge. Government has rightly recognized automotive manufacturing’s critical role in Britain’s export economy and must now show urgency and creativity to deliver a deal that supports our competitiveness, spurs domestic demand for the latest cleanest vehicles, and helps factory lines flourish,” said Mike Hawes, SMMT Chief Executive. Continue reading →

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Hybrid-Electric Cars Dominate EU Car Sales

Posted on 24 April 2025 by Ken Zino

During Q1 2025, new EU car registrations declined by 1.9% compared to Q1 2024, with March 2025 figures showing a slight 0.2% year-on-year (YOY) decline according to registration data released today by the European Automobile Manufacturers’ Association, aka ACEA derived from its French name.* The battery-electric car market share stood at 15.2% market in Q1 2025, far from where it was expected to be by regulators and analysts. Hybrid electric models continue to grow in popularity, retaining their place as the most popular power type among buyers. Continue reading →

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Stellantis – Notable Progress in Solid State Batteries

Posted on 24 April 2025 by Ken Zino

Stellantis N.V. (NYSE: STLA) and Factorial Energy today announced the successful validation of Factorial’s automotive-sized FEST® (Factorial Electrolyte System Technology) solid-state battery cells. This feat claims to be  a significant step forward on the path to bringing next-generation electric vehicle (EV) batteries to market.

“Reaching this level of performance reflects the strengths of our collaboration with Factorial,” said Ned Curic, Stellantis Chief Engineering and Technology Officer. “This breakthrough puts us at the forefront of the solid-state revolution, but we are not stopping there. We continue working together to push the boundaries and deliver even more advanced solutions, bringing us closer to lighter, more efficient batteries that reduce costs for our customers.” Continue reading →

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California Continues Expanding ZEV Programs

Posted on 24 April 2025 by Ken Zino

The State of California has awarded $500 million to school districts and other educational agencies to buy zero-emission school buses and chargers. Zero-emission school buses are part of the state’s relentless move to a clean-energy future and lead to better health for students and communities. California’s transition to zero-emission transportation is also accelerating with support from the state’s Clean Truck and Bus Voucher Incentive Project (HVIP). Funded primarily with proceeds from the Cap-and-Trade Program, HVIP underwent 177% year-over-year growth in 2024. This February, more than 200 HVIP-funded zero-emission trucks and buses were deployed with $31 million in incentives. The incentive program is a collaboration between the California Air Resources Board (CARB)* and the California Energy Commission (CEC), and is administered by CALSTART, a non-profit transportation organization. Continue reading →

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New Toyota and Lexus Models Debut at Auto Shanghai

Posted on 23 April 2025 by Ken Zino

Toyota Motor Corporation (NYSE: TM) announced at Auto Shanghai 2025 in China today that it will be expanding its battery electric vehicle (BEV) lineup in China.

“China is a highly advanced market that leads the way in electrification, with BEVs accounting for a high proportion of new car sales. Toyota announced the new bZ7 BEV, which follows the bZ4X, bZ3, bZ3X, and bZ5, while Lexus announced the new ES BEV, which follows the UX and RZ BEVs, in order to further accelerate a multi-pathway approach while responding to the needs of local customers,” Toyota said. Continue reading →

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Dark Roadways Deadly for Cyclists, Pedestrians

Posted on 11 April 2025 by Ken Zino

The twice-yearly time change is not a major factor in America’s ongoing road safety problem that some call an emergency. However, the U.S. Senate Committee on Commerce, Science, and Transportation yesterday held a hearing on whether to continue switching back and forth between daylight saving time and standard time every year.

“Whatever you decide to do about the clock, I hope you will also consider actions to keep pedestrians and bicyclists safe, especially after sundown,” said David Harkey president of the Insurance Institute for Highway Safety in written testimony submitted to the U.S. Senate Committee on Commerce, Science, and Transportation. Continue reading →

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Porsche EV Sales Up in Q1 2025

Posted on 11 April 2025 by Ken Zino

Porsche AG (P911.DE) said today that it substantially increased the share of electrified vehicles it sold in the first quarter of 2025. A total of 71,470 vehicles were delivered to customers worldwide between January and March, 38.5% of which were electrified. This share is comprised of 25.9% all-electric vehicles and 12.6% plug-in hybrids.

“The Macan performed very well in the first quarter and, with the all-electric variant, is making a significant contribution to our increased electrification rate. Overall, we have a very balanced powertrain mix that reflects the different preferences of our customers, globally,” said Matthias Becker, Member of the Executive Board for Sales and Marketing at Porsche AG. Continue reading →

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CARB – More E-Bike Vouchers Coming

Posted on 10 April 2025 by Ken Zino

The California Air Resources Board (CARB) said today it will open its second application window for income-eligible Californians to receive up to $2000 toward the purchase of a new electric bike (e-bike) through the California E-Bike Incentive Project on April 29 at 5 p.m. Applications will be taken through an online portal. The December 2024 launch of the voucher program was completed in less than an hour due to high demand. At one point the online queue had nearly 100,000 people waiting, and it closed once 1500 applications were reserved.

“The unprecedented interest in the vouchers shows there is a big need and strong interest in electric bikes in California,” said Dr. Steven Cliff, CARB executive officer. “The growth of this technology is an important part of our efforts to make zero-emission transportation options available to all Californians.” Continue reading →

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Kill The Cuts National Day of Action Against Trump Administration

Posted on 9 April 2025 by Ken Zino

Researchers and educators who have had their funding cut spoke today at 37 separate demonstrations about the effects this Trump Administration assault on publicly-funded research is having at their institutions and across the country. Senator Ed Markey and Representatives Jayapal and Simon were at the DC rally. President Trump has issued Executive Orders attacking the NIH, NSF, while dismantling the Department of Education.

“Thousands of people across the country came together today for Kill the Cuts, a national Day of Action to raise awareness and fight back against the Trump administration’s devastating attacks on research, health, and higher education. The events (see the full list here) were sponsored by a coalition of education, labor and health advocates, including UAW, SEIU, AFSCME, UE, NEA, AFT, CWA, AAUP, HELU, Labor for Higher Education, the Debt Collective,” the United Automobile, Aerospace and Agricultural Implement Workers of America (UAW),” said. Continue reading →

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Michigan Governor Whitmer Offers Sensible Tariff Fixes

Posted on 9 April 2025 by Ken Zino

Michigan Governor Gretchen Whitmer today delivered her “Build, America, Build” speech in Washington D.C. Simply put, it was a plan to show both parties and federal officials how to build America’s manufacturing might, increase jobs, invest in people and protect our national defense. It was based on Whitmer’s proven approach – work with friends and compete against adversaries.

“Before we dig in to my proposals today, I need to acknowledge what’s going on with tariffs. I’m not going to sugarcoat it… these last few days have been tough for Michigan. 20% of our economy is tied to the auto industry, which depends on a steady flow of goods from our largest and closest trading partners. We’re home to THE busiest international border crossing in North America. More than 10,000 vehicles carrying parts and materials cross the bridge between Detroit and Windsor every weekday. Continue reading →

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