Who says EVs aren’t up to the task? Ford’s electric pickup, the F-150 Lightning, is revolutionizing the truck industry. Lightning owners are challenging the norm, using their EV truck beds for more “truck activities” like home projects, camping, and hauling than gas-powered F-150 owners.
Ford’s electric pickup is changing the game and its players
Ford is no stranger to trucks. The automaker has been building them for over 100 years. Since the release of the Model TT in 1917, Ford has been trailblazing the industry.
This past year, the Ford F-series upheld its position as best-selling truck for 46 consecutive years now.
Using its rich history and expertise in truck-making, Ford revealed its “smartest, most innovative F-150” yet, the F-150 Lightning electric pickup, in 2021. The truck quickly gained the attention of the masses, gathering over 200,000 reservations by the end of the year.
With the first Lightning customers receiving their electric trucks in May 2022, we have learned a lot about its capabilities and how drivers are liking it so far.
As you can tell, Ford Lightning owners use their electric pickups differently than gas-powered truck drivers. New data from the Dearborn automaker confirms the Ford Lightning is attracting new types of buyers, and they are using their trucks for more typical truck activities than ICE drivers.
Ford Lightning drivers make more use of the truck
According to recently gathered consumer data (anonymized to ensure confidentiality) by Ford and published by The Detroit Free Press, we are learning some interesting information about F-150 Lightning buyers.
Perhaps most important is how they compare to gas-powered Ford F-150 drivers. The automaker has witnessed a drastic shift in client characteristics and how buyers use their trucks.
The data shows F-150 Lightning owners use the truck bed significantly more than the gas-powered model owners. Lightning owners make use of it by doing more home projects, camping, and hauling activities.
Ford also collected data on customers who decided to go with another brand to learn precisely what buyers are looking for.
Here are a few of the key insights highlighted in the survey data:
74% of Lightning owners use the truck once a month for home projects like landscaping, renovations, and more, compared to just 51% of ICE owners that reported doing the same.
48% of Lightning owners go camping once a month, including storing bikes, camping equipment, kayaks, etc., compared to 40% of gas-powered truck drivers.
Over 50% of Lightning buyers are coming from a non-truck vehicle, while that number is around 33% for the F-150.
27% of Lightning buyers use the electric truck for home projects versus 14% of ICE buyers.
Jason Mase, cross-vehicle and electrification marketing strategy lead (US) at Ford, told the Detroit Free Press.
People who may have wanted a pickup in the past seem to feel that having an electric option like the Lightning has given them permission to buy one, so now they haul muddy stuff that could have ruined a sport utility vehicle or something without a big truck bed, which can be hosed down.
The Lightning is attracting people who wouldn’t typically buy a truck otherwise, and perhaps, more importantly, 90% of Lightning buyers came from non-electric, non-hybrid, non-PHEV vehicles.
Electrek’s Take
Ford’s new data dispels the idea that electric trucks are less capable than their gas-powered peers. As Lightning drivers are proving, EVs can do just as much and more as their gas-powered peers, and their owners are putting them up to the task.
Now, Ford needs to produce more Lightnings. The automaker has a massive backlog, and demand continues to grow.
Despite an ongoing production halt from early February that will end on March 13, Ford says it plans to triple Lightning sales this year to reach a 150,000 annual run rate.
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National Grid Renewables has broken ground on its 100 MW Apple River Solar Project in Polk County, Wisconsin.
The Wisconsin solar farm, which will use US-made First Solar Series 6 Plus bifacial modules, will be constructed by The Boldt Company, creating 150 construction and service jobs. Apple River Solar will generate over $36 million in direct economic benefits over its first 20 years.
Once it comes online in late 2025, Apple River Solar will supply clean energy to Xcel Energy, which serves customers throughout the Upper Midwest. According to National Grid Renewables, the solar farm will generate enough energy to power around 26,000 homes annually. It will also offset about 129,900 metric tons of carbon dioxide emissions each year – equivalent to taking 30,900 cars off the road.
“We are excited to see this project begin as it underscores our dedication to delivering clean, reliable and affordable energy to our customers,” said Karl Hoesly, President, Xcel Energy-Wisconsin and Michigan. “This project is an important step in those goals while bringing significant economic benefits to Polk County and the local townships.”
Electrekreported in February that Xcel Energy, Minnesota’s largest utility, expects to cut more than 80% – and possibly up to 88% – of its emissions by 2030, putting it on track to hit Minnesota’s goal of net zero by 2040. It also says it’s on track to achieve its clean energy goals for all the Upper Midwest states it serves – Minnesota, Wisconsin, North Dakota, South Dakota, and Michigan.
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Tesla has announced that it will finally deliver 500 kW charging as it is about to install its long-awaited V4 Supercharger cabinets.
The rollout of Supercharger V4 has been a strange one, to say the least.
Tesla has been deploying the new charging stations for two years and calling them “Supercharger V4”, but it has only been deploying the charging stalls.
Supercharger stations are made of two main parts: the stalls, which are where the charging cable is located, and the cabinets, which are generally located further back and include all the power electronics.
For all these new “Supercharger V4”, Tesla was actually using Supercharger V3 cabinets. This has been limiting the power output of the charging stations to 250 kW – although
Today, Tesla officially announced its “V4 Cabinet”, which the automaker claims will enable of “delivering up to 500kW for cars and 1.2MW for Semi.”
Here are the main features of the V4 Cabinet as per Tesla:
Faster charging: Supports 400V-1000V vehicle architectures, including 30% faster charging for Cybertruck. S3XY vehicles enjoy 250kW charge rates they already experience on V3 Cabinet — charging up to 200 miles in 15 minutes.
Faster deployments: V4 Cabinet powers 8 posts, 2X the stalls per cabinet. Lower footprint and complexity = more sites coming online faster.
Next-generation hardware: Cutting-edge power electronics designed to be the most reliable on the planet, with 3X power density enabling higher throughput with lower costs.
Tesla reports that its first sites with the new V4 Cabinets are going into permitting now. The company expects its first sites to open next year.
We recently reported about Tesla’s new Oasis Supercharger project, which includes larger solar arrays and battery packs to operate the charging station mostly off-grid.
Early in the deployment of the Supercharger network, Tesla promised to add solar arrays and batteries to all Supercharger stations, and Musk even said that most stations would be able to operate off-grid.
While Tesla did add solar and batteries to a few stations, the vast majority of them don’t have their own power system or have only minimal solar canopies.
Back in 2016, I asked Musk about this, and he said that it would now happen as Tesla had the “pieces now in place” with Supercharger V3, Powerpack V2, and SolarCity:
It took about 8 years, but it sounds like the pieces are now getting actually in place with Supercharger V4, Megapacks, and this new Oasis project.
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Hyundai has a new secret weapon it’s about ready to unleash. To revamp the brand in China and counter BYD’s surge, Hyundai is launching a new AI-powered EV next year. The new model will be Hyundai’s first dedicated electric car for the world’s largest EV market.
With the help of Haomo, a Chinese autonomous startup, Hyundai will launch its first EV equipped with generative AI. It will also be its first model designed specifically for China.
A Hyundai Motor official said (via The Korea Herald) the company is “working to load the software” onto the new EV model, “which will be released in the Chinese market next year.” The spokesperson added, “The level of autonomous driving is somewhere between 2 and 2.5.”
In comparison, Tesla’s Autopilot is considered a level 2 advanced driver assistance system (ADAS) on the SAE scale (0 to 5), meaning it offers limited hands-free features.
With Autopilot, you still have to keep your eyes on the road and hands on the steering wheel, or the system will notify you and eventually disengage.
Haomo’s system, DriveGPT, unveiled last spring, takes inspiration from the OpenAI’s popular ChatGPT.
The system can continuously update in real-time to optimize decision-making by absorbing traffic data patterns. According to Haomo, DriveGPT is used in around 20 models as it looks to play a bigger role in China.
Hyundai hopes new AI-powered EV boosts sales in China
Electric vehicle sales continue surging in China. According to Rho Motion, China set another EV sales record last month with 1.2 million units sold, up 50% from October 2023.
Over 8.4 million EVs were sold in China in the first ten months of 2024, a notable 38% increase from last year.
BYD continues to dominate its home market. According to Autovista24, BYD accounted for 32.9% of all PHEV and EV (NEV) sales in China through September, with over half of the top 20 best-selling EV models.
Tesla was second with a 6.5% share of the market, but keep in mind these numbers only include plug-in models (PHEV).
Like most foreign automakers, Hyundai is struggling to keep up with the influx of low-cost electric models in China. Beijing Hyundai’s sales have been slipping since 2017. Through September, Korean automaker’s share of the Chinese market fell to just 1.2%.
According to local reports, Hyundai is partnering with other local tech companies like Thundersoft, a smart cockpit provider, and others in China to power up its next-gen EVs
With its first AI-powered EV launching next year, Hyundai hopes to turn things around in the region quickly. The new model will be one of five to launch in China through 2026.
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