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Tesla, Quebec, LG, and others, through the Global Battery Alliance, are working on a new “battery passport” to help track battery materials.

The project is important to make EV batteries sustainable and is critical to the new EV incentive in the United States.

One of the biggest arguments from EV naysayers is that battery material mining is just as polluting as burning gasoline.

That’s plain false based on important studies, but it doesn’t mean that there’s no room for improvements in making battery material mining more sustainable and ensuring that all the resources come from ethical operations – especially without child labor.

Global Battery Alliance (GAB) is pushing a new solution called a “Battery Passport.”

GAB is an industry group made up of over 100 companies involved in the EV battery supply chain from mining companies like Glencore to automakers like Tesla and battery cell makers like LG. The group’s goal is to “help establish a sustainable battery value chain by 2030.”

One of the first steps in making a sustainable battery value chain is to understand where all materials in a battery cell come from, which is harder than one might think. A battery cell is mainly made up of a cathode, anode, separator, and electrolyte, and each of these parts is made of several different materials that need to be processed.

From mining to processing to assembly, it can be hard to know where every part of a battery cell came from, which is important to know to make sure the entire value chain is sustainable.

It also happens to be important for automakers to know in the United States since the new federal tax credit for electric vehicles includes a requirements that battery materials come from North America or countries with free trade agreements with the United States in order to get the full $7,500 credit for new EV purchases.

Some automakers are not even sure if they will get the full credit when it goes into effect in 2023 because tracking can be so difficult.

This is where the Global Battery Alliance’s battery passport comes in. The group describes the project on its website:

The Battery Passport is a digital representation of a battery that conveys information about all applicable ESG and lifecycle requirements based on a comprehensive definition of a sustainable battery. Each Battery Passport will be a digital twin of its physical battery enabled by the digital Battery Passport platform, which offers a global solution for securely sharing information and data. This platform aims to go beyond enabling the performance management of just one battery to that of all batteries across the full industry value chain.

The project is led by GBA’s steering committee, which is co-chaired by Tristan Mecham, Tesla’s project manager for responsible sourcing, and Simon Thibault, Senior Director of Battery Value Chain for Investissement Québec, a public investment arm of the Quebec government.

Interestingly, we recently reported that Tesla has been visiting local mining companies in Quebec and it is looking for a potential factory location.

The group explains in more concrete points what the battery passport will consist of:

  • A global reporting framework to govern rules around measurement, auditing, and reporting of ESG parameters across the battery value chain.
  • A digital ID for batteries containing data and descriptions about the ESG performance, manufacturing history, and provenance as well as advancing battery life extension and enabling recycling.
  • Harmonizing of digital systems collaborating across the value chain to report data into the battery passport.
  • A digital platform that will collect, exchange, collate and report data among all authorized lifecycle stakeholders to advance a sustainable value chain for electric vehicle (EV) and stationary batteries. It will transparently report progress toward global goals along the battery value chain to inform policy-making for governments, the civil society and develop performance benchmarks.
  • A quality seal for batteries (based on the data reported into the platform) to facilitate responsible purchasing by consumers.

Years in the making, the group recently announced the first step in achieving its battery passport with the release of the first version of the Greenhouse Gas Rulebook.

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Dahon unveils bold new electric and folding bike lineup for 2025

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Dahon unveils bold new electric and folding bike lineup for 2025

At Eurobike 2025 in Frankfurt, folding bike pioneer Dr. David Hon made a major splash by showcasing a completely revamped lineup of Dahon bikes that includes new carbon models, upgraded folding designs, and a growing portfolio of electric two-wheelers aimed at changing how people get around cities.

A major part of the reveal centered around Dahon’s latest innovation, a patented frame platform called DAHON‑V, which promises significantly improved stiffness and aerodynamics, especially on folding and road bikes.

The DAHON‑V concept is part of the company’s push to blur the line between compact convenience and high-performance riding. According to Dahon, the new frame design can boost stiffness by up to 30%, making the bikes feel more responsive while also improving energy efficiency for riders.

For folding bikes, the improved stiffness can help counteract the flex seen in some folding frames. Removing that flex has long been a key differentiator for Dahon, and the new tech on display goes even further toward making folding bike ride like traditional bikes. Several new models using the DAHON‑V architecture were on display at the booth, which attracted crowds of media and distributors throughout the show.

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Among the highlights was the Télodon C8 AXS, a high-end carbon fiber folding bike equipped with SRAM’s wireless electronic shifting and an internal V-fold hinge that maintains frame integrity without sacrificing portability. The bike also features Dahon’s DELTEC cable reinforcement system and an oversized Super Downtube that has become a design hallmark of the brand’s new era.

Next to it stood the Vélodon C8 Di2, a full-size road bike designed with the same V-frame principle. Unlike Dahon’s more utilitarian folders, this bike was clearly aimed at serious cyclists. With a full-carbon build and integrated Shimano Ultegra Di2 electronic shifting, the Vélodon is Dahon’s signal to the traditional road bike world that its folding-focused reputation doesn’t mean it can’t build something fast, light, and competitive.

But perhaps the biggest surprise at Dahon’s Eurobike display was just how aggressively the company is expanding into electric mobility. Dr. Hon’s team rolled out an entire lineup of electric two-wheelers that stretched well beyond just pedal-assist folding bikes. On display were electric mopeds, urban commuter e-bikes, and even electric trikes – each one designed to meet different needs across the urban transportation spectrum. According to the company, five different electric vehicle series were launched at the show, with a mix of Class 1, 2, and 3 offerings as well as throttle-based mopeds. In fact, I had the chance on a recent trip to the Dahon headquarters to test out several of these models before they were unveiled to the public. I’ll have that experience coming up as my next Electrek video, so be on the lookout for it!

One standout was the K‑Feather, a lightweight, compact e-bike with a hidden battery and torque-sensing motor. Weighing just 12 kg (26.5 lb), the bike is designed to offer around 40 km (25 miles) of pedal-assist range, all packed into a sleek, minimalist frame that could easily pass for a non-electric bike. It’s a compelling solution for city dwellers looking for a stealthy but capable last-mile ride.

Dahon’s expansion into electric mopeds and trikes was another sign that the brand sees itself competing more broadly in the micromobility space. These vehicles are designed for riders who need more extended range, more comfort, or cargo capacity than a traditional e-bike can provide. And while they’re somewhat of a departure from Dahon’s simpler folding bike roots, the company is leaning into the idea that small, electric, two- and three-wheeled vehicles are the future of urban mobility, and that folding bikes are just one piece of the puzzle.

For Dahon, a brand that helped popularize folding bicycles back in the 1980s, this latest evolution marks a new chapter. By combining patented mechanical systems with carbon construction and electric drivetrains, the company is clearly aiming to redefine what people expect from compact personal vehicles. Whether you’re after a lightweight folder for train-to-office commutes or a full-blown electric trike to replace your second car and carry the kids or cargo around, Dahon wants to be part of the conversation.

And based on what they showed off at Eurobike 2025, they deserve to be.

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Republicans are now trying to kill $7,500 EV tax credit 3 months early

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Republicans are now trying to kill ,500 EV tax credit 3 months early

Republicans in the Senate have now updated Trump’s tax and budget bill to kill the $7,500 tax credit for electric vehicles by the end of September.

The Senate is currently finalizing its version of the GOP’s budget and tax bill, better known as Trump’s Big Beautiful Bill, that passed the House last month.

As expected, the entire thing looks like it’s coming straight out of a fossil fuel industry wet dream, which should be surprising considering Trump told the oil industry he would do this if they gave him over $1 billion, which they did.

The only person who appears surprised is Elon Musk, even though Trump and the GOP campaigned on doing this with his own money.

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While it has been clear for a while that they are going to eliminate all incentives for electric vehicles and renewable energy, we have been reporting on the evolving details about how it will happen over the last few months.

As of earlier this month, the plan was to end the $7,500 tax credit for electric vehicles 180 days after the bill was signed, which they aim to achieve by July 4th, with a provision for automakers who have delivered fewer than 200,000 EVs in the US.

The Senate has now released an updated version of the bill that now kills the electric vehicle tax credit altogether by September 30th:

IN GENERAL.—Section 30D(h) is amended by striking ‘‘placed in service after December 31, 2032’’ and inserting ‘‘acquired after September 30, 2025’’

The new bill also accelerates the phase-out of incentives for solar, wind, and energy storage projects, while adding additional taxes if they use any materials from China.

Electrek’s Take

The US is already significantly behind the rest of the world in terms of EV adoption, and this will only increase this gap.

It will only further isolate the US from the world’s transition to electric vehicles and make the domestic auto industry uncompetitive on the world stage.

Ironically, Tesla, whose CEO helped make this happen by giving Trump and the GOP $300 million, is going to be the most affected.

I expected Tesla to start losing money in Q1 2026, but if this passes, I can see Tesla beginning to lose money in Q4 2025.

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Wasn’t Tesla supposed to start making a more affordable model 2 days from now?

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Wasn't Tesla supposed to start making a more affordable model 2 days from now?

For the better part of a year, Tesla has been promising “more affordable models” to replace the cancelled “Model 2.” The new models were supposed to go into production in the next 2 days, but it sure feels like that might not happen, because nobody’s heard anything at all about them.

For several years now, Tesla has been teasing everyone with the promise of more affordable models.

While the Tesla Model 3 is pretty reasonably priced, many were waiting for a promised $25,000 model, which many had taken to calling the “Model 2.”

Tesla was supposedly going to pursue a new revolutionary “unboxed” manufacturing method to get costs down for the future vehicle, to enable this lower price.

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However, last year Tesla CEO Elon Musk refocused the company’s efforts on its muchdelayed Robotaxi project, which finally launched last weekend in limited form in Austin, to mixed results. The company also wants to release a purpose-built Robotaxi vehicle called the Cybercab, which is first showed off last October. It plans to its unboxed manufacturing method for the Cybercab.

Along with this, Musk cancelled plans for a $25,000 vehicle, as first reported by Reuters and immediately denied by Musk. Reuters was later shown to be correct in its report. Musk routinely denies true media reports.

Despite canceling $25k Tesla, “more affordable models” were teased

Even after canceling plans for the $25,000 “Model 2,” Tesla continued to say it was working on “more affordable models.” It started including that phrase in its quarterly reports in April 2024, in its Q1 report. At the time, it said it had “updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025.”

In each report since then, Tesla has reiterated that “Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025.”

The most recent inclusion of this phrase is in Tesla’s Q1 2025 report, which was released on April 22 of this year. Again, Tesla said that these models were on track for start of production in the first half of 2025.

On that Q1 call, Tesla’s head of vehicle engineering, Lars Moravy, answered a question about the company’s more affordable models thusly:

Yeah, we’re still planning to release models this year. As with all launches, we’re working through like the last-minute issues that pop up. We’re not getting down one by one. At this point, I would say that ramp maybe — might be a little slower than we had hoped initially, but there’s nothing, just kind of given the turmoil that exists in the industry right now. But there’s nothing blocking us from starting production within the next — within the timeline laid out in the opening remarks. And I will say, it’s important to emphasize that as we’ve said all along, the full utilization of our factories is the primary goal for these new products. And so flexibility of what we can do within the form factor and the design of it is really limited to what we can do in our existing lines rather than build new ones. But we’ve been targeting the low cost of ownership. Monthly payment is the biggest differentiator for our vehicles. And that’s why we’re focused on bringing these new models with the big, new lowest price to the market within the constraints of selling.

That was said only two months ago, when Tesla should have had good visibility on the imminent start of production of new models. And the first half of 2025 ends on June 30, two days from now. As of yet, we have heard nothing more about it.

We should have heard something by now

Typically, in advance of the launch of a new model, we will get some sort of information. Rarely can a company, especially on with such a magnifying glass over everything it does, get away with a secret launch of something like a car. There’d be camouflaged vehicles, supplier reports, leaks from the inside, or something of the sort. Yet we’ve seen very little.

Now… Tesla did say that it would start production, rather than start sales, within the first half of this year. So they don’t have to have it ready on the lot, and even starting trial production could kind of qualify.

But even then – Tesla has never launched a surprise vehicle before without telling everyone about it well ahead of time. Tesla is known for its big hype vehicle unveilings, which often come many years before deliveries begin. Even new trim levels, like performance models, are usually known about months ahead of time.

The last time Tesla did pull off an unexpected vehicle launch was the next-gen Roadster, but that was 8 years ago, and it still hasn’t gone into production. Even the Robovan concept unveiled at the Cybercab event, which wasn’t expected at that particular event, had seen leaks years prior.

It might just be a stripped down Model 3/Y

Another wrinkle is that Tesla has never really detailed exactly what the phrase “more affordable models” means.

As best we can tell, the plan is to release a stripped-down version of the Model 3/Y, rather than an actual new model. However, in that case, the inclusion of the word “models” is strange, since that suggests an actual new model (or multiple new models) rather than just a cheaper version of an existing one.

Tesla could really use a boost right now

Importantly, now would be a good time for Tesla to have a more affordable model. The company is suffering from a huge sales decline in almost every territory where it sells – partially due to an aging product line, with only one new model released in the last 6 years, the Cybertruck… and it’s a flop.

The Model Y, Tesla’s most popular vehicle, did recently get a refresh, but that has failed to slow Tesla’s sales decline.

And there’s a lot of competition coming right now, too. In China, 4 Model Y competitors are launching this month – starting with the Xiaomi YU7 which was just announced and got 200,000 orders in 3 minutes.

Beyond the lack of a cheaper model, another reason for Tesla’s sales decline is CEO Elon Musk’s political activity, which included becoming the largest funder of anti-EV forces, along with showing support for German neo-Nazisagreeing with a defense of Hitler’s actions in the Holocaust, and many other white supremacist statements.

These actions have driven protests against the companyembarrassed owners and pushed many customers away – and those protesters aren’t planning on stopping.

And while Musk also continues to promise world-changing innovations at Tesla (whenever he looks away from his phone for two seconds), few of them have materialized. Tesla is supposed to change the world in 6 ways this year (Semi, Roadster, unsupervised FSD, Cybercab, Optimus, and the “affordable EV”), and halfway through the year, has so far achieved none of them.

So, given that releasing an eyesore didn’t work, updating its most popular vehicle didn’t work, overpromising world-changing innovations didn’t work, and the CEO acting like a nazi at every possible turn didn’t work, maybe the company should try the one thing it hasn’t: a more affordable model. But Tesla, so far, has declined this strategy – despite teasing us for so long with the idea.

Now, we do still have two days, so who knows, maybe we’ll get some sort of announcement imminently. It is possible, for example, that Tesla is saving its announcement for the very end of the quarter, so as not to spoil its traditional end-of-quarter sales rush (on what is already expected to be a poor sales quarter). But if it does happen, we will be surprised. And if the change is anything more than a mildly de-contented Model 3/Y, we may even be impressed.


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