Volkswagen has officially selected St. Thomas, Ontario, as the home for its first North American EV battery cell plant Monday, after revealing its rugged electric SUV and pickup line Scout will build EVs in South Carolina. The initiatives are part of the the VW Group’s broader North American EV strategy.
Shortly after the Inflation Reduction Act was passed in the US last August, VW was among several global automakers looking to build and assemble EVs in the US to take advantage of the new tax credits.
Volkswagen joined fellow German automaker Mercedes-Benz in signing a memorandum of understanding (MOU) to secure vital resources such as lithium, nickel, and cobalt for EV battery cells in the raw-material-rich nation.
The company said it would begin accelerating manufacturing through its PowerCo business in the US with “reliable and sustainable supply chains.” VW established PowerCo, a 100% owned subsidiary, in July 2022 to handle the automaker’s battery operations. PowerCo, through VW, plans to open six EV battery cell plants with 240 GWh combined capacity by 2030.
The first PowerCo battery cell plant will be in Salzgitter, Germany, with production planned for 2025, while the second is planned for Valencia, Spain. Although a third gigafactory was initially expected in Europe, Volkswagen recently shifted its plans, prioritizing a North American plant to take advantage of incentives from the IRA bill.
VW selects Canada for its new EV battery cell plant
According to VW’s press release Monday, Ontario offers the ideal conditions for its first PowerCo battery cell plant outside of Europe including abundant raw materials and access to clean energy.
The company says that the factory will equip VW Group EVs with sustainable unified cells and that production is expected to begin in 2027. The selection comes shortly after VW selected South Carolina to build its Scout brand rugged SUV and pickup EVs.
Volkswagen expects to produce over 200,000 Scout vehicles with production slated to begin in 2026 (and we may also see Audi EVs produced at the site). Oliver Blume, CEO of Volkswagen Group, commented on the decision, saying:
With the decisions for cell production in Canada and a Scout site in South Carolina we’re fast-forwarding the execution of our North American strategy.
Blume says North America is a key part of its 10-point strategy unveiled last year to accelerate EV sales and profitability across its lineup. Volkswagen selected North America over Europe for its third EV battery cell plant because it believes it can claim upwards of $10 billion in subsidies and loans through the IRA bill over the lifetime of the plant.
Details of the planned gigafactory are scarce, including production capabilities, but VW says more details on the St Thomas factory will be revealed in the near future.
Volkswagen is planning to introduce over 25 new electric vehicles, including the ID.4, through 2030. The automaker also plans to upgrade several plants in Mexico to assemble EVs and potentially produce EV components like electric motors in the second half of the decade.
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At CES2025, the impressively built-out John Deere exhibit was all about automation. Autonomous job sites, autonomous farms … but it was this new, battery electric, autonomous lawn mowing robot that stole the show.
See, instead of using “just” GPS data or “just” repeating a pre-recorded run, Howard can do something in between. The way it was explained to me, you would ride the stand-up mower around the perimeter of the area you wanted to mow, select a pattern, then hop off, fold up the platform, and let it loose. Howard mows just the way you would, leaving you to focus on edging, planting, or (let’s face it) schmoozing with the clients.
It’s exactly the sort of help landscapers are looking for.
But that should come as no surprise, of course. John Deere, perhaps more than most companies, knows its customer. “We’ve been in the turf business for 60 years — it’s a core part of Deere,” says Jahmy Hindman, chief technology officer at John Deere, explaining things beautifully. “The work that’s being done in this industry is incredibly labor intensive … they’re not just doing the mowing work. They’re doing the tree trimming, maintaining flowerbeds and all these other jobs. The mowing is table stakes, though, for them to get the business. It’s the thing they have to do in order to get the higher value work.”
The John Deere autonomous commercial mower (there’s no snazzy alphanumeric, yet) leverages the same camera technology as other Deere autonomous machines, but on a smaller scale (since the machine has a smaller footprint). With two cameras each on the front, left, right, and rear sides of the little guy, he has a 360-degree view of the world and enough AI to lay down a pattern, avoid an obstacle, and shut off if it thinks it’s about to mow down something (read: someone) it shouldn’t.
John Deere will have Howard on display through tomorrow at CES in the LVCC’s West Hall. If you’re in town, be sure to go say hi.
Despite big discounts and 0% financing, Tesla sales are down for the first time in a decade … but there’s even bigger robot news with the return of Honda ASIMO, a flying car from China, and a whole lot more from today’s episode of Quick Charge!
CES2025 was all about AI – and not just what AI could do, but what AI could do for you. That’s where ASIMO comes in, helping everyone have a better time in there car and not at all just a modern day version of KITT dreamed up by a bunch of Gen X executives (wink, wink). We also cover some neat stuff from Suzuki, Aptera, Volvo, and more. Enjoy!
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news!
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The refreshed Model Y, codenamed Juniper, has been expected for some time, and was expected to include many of the improvements of the 2023 Model 3 refresh.
Today, Tesla updated its Chinese website with all the information about the refreshed Model Y, with many of the same improvements as the Model 3 refresh like a quieter cabin, higher efficiency, more performance, ambient lighting and a rear screen.
According to Tesla’s site, the new Model Y can achieve 719km of range (446mi) in Long-range AWD spec with 19-inch wheels, but this is based in CLTC estimates, which are much more lenient than EPA. Previously the highest-range spec had 688km CLTC range, so that’s about a 20-mile improvement.
The 20″ wheels on the long range version will take you 662km, and RWD standard-range batteries will go 593km or 559km on the 19″ and 20″ wheels respectively.
We imagine this could translate to roughly ~350 miles of range on the top-spec Model Y on EPA ratings, but we’ll have to see when the car gets released in the US.
Acceleration has also been improved, with Tesla saying the large-battery AWD Model Y can achieve 0-100km/h (0-62mph) in 4.3 seconds, down from a previous 4.9. The RWD version does the same sprint in 5.9 seconds. Both of these numbers would be slightly shorter for 0-60 times, because of those extra 2mph at the end.
The exterior design is just as leaked photos suggested, with the same rear end we saw in leaks in July and the front end that we saw earlier today. Though now we get to see it in higher resolution and better lighting.
The front-end includes a Cybercab/Cybertruck-like “light bar” rather than the more traditional-looking headlights of the Model 3 refresh, and has been narrowed to remove the “duck lip” bump at the front of the hood.
Also on the front end is a new front bumper camera (again, like the Cybertruck, but unlike the Model 3), which should help with parking and also offer an additional point-of-view for Tesla’s Autopilot software. The inclusion of this camera, while it will improve Autopilot accuracy, does lead to questions over whether previously vehicles that don’t have a front bumper camera will be able to achieve the same level of accuracy as refreshed vehicles do.
And the interior design changes are also roughly as expected, though the steering wheel has undergone less radical changes than some had hoped.
Earlier today, photos leaked suggesting that the Model Y would receive a similar “squircle” steering wheel as the Cybertruck, leading to speculation that it might also receive the Cybertruck’s steer-by-wire system. But it turned out that those photos were just a Model 3 with a custom steering wheel.
The actual interior of the Model Y maintains a circular steering wheel, which suggests that it won’t get steer by wire (the steer-by-wire specification isn’t listed on Tesla’s Chinese site for the car).
It does however have photos showing missing steering column stalks, which has been a controversial feature of the Model 3.
However, looking closer at the steering wheel, the turn signal buttons from the Model 3 are not present. It looks like Tesla may have included a vestigial turn signal stalk hiding behind the steering wheel, and just deleted the PRND drive mode stalk.
This is still a controversial change, as changing drive modes through the screen isn’t the most popular feature, but the turn signal deletion was particularly egregious and it’s good to see it back. We wonder if the Model 3 might eventually gain this improvement, or whether this will be different in different regions.
Tesla says the new “acoustic glass” in the Model Y reduces interior noise significantly. The Model 3 also got this improvement, and testing does show a significant improvement in interior noise levels as a result.
The Model Y receives other interior improvements seen on the 3, like a screen for the rear seat. The Cybertruck also includes this screen.
This shot also shows the ambient lighting LED strip across the dash, which can be customized through the vehicle’s UI.
Another rear-end improvement is electric rear seats, operated through a button in the trunk. This button gives easier access to rear storage space, allowing owners to fold the rear seats up or down while loading or unloading cargo.
Tesla’s Chinese website calls these “anti-gravity” seats, but it’s unclear what exactly the improvements might be in this respect. The seats are ventilated.
First deliveries are scheduled for March in China, subject regulatory approval, though Tesla’s configurator says “the specific delivery date will vary depending on the configuration and pick-up location and other reasons.”
Tesla is offering a “Launch series” in China, something that Tesla has done with many of its cars, but hasn’t done before in the US with the Model 3/Y. It includes some unique design elements and “Launch series” badging in various parts of the vehicle.
As for other regions, they will probably have to wait. The Model 3 refresh came out in Europe first, and the US needed to wait months for it. This is particularly likely now given new US tariffs on Chinese-built cars (which are a bad idea).
Electrek’s Take
As I wrote in the Take section of our leaked photos article earlier today, this refresh is needed, because not only has the Model 3 had access to lots of improvements that the Model Y hasn’t gotten for the last year and a half or so, but Tesla is having a challenging time with sales right now.
The company just finished a year where its sales dropped for the first time since 2011 – back when Tesla only sold the low-production Roadster. This happened despite the overall global EV market surging to new heights, even though Tesla, the world’s largest EV maker (just barely), did its part to drag down the EV market by failing to grow apace with the rest.
Part of the reason for this is due to stale models – while the Model Y is Tesla’s best-selling model, it’s starting to seem a little long in the tooth, particularly given the Model 3’s upgrades. So we wondered earlier today whether the Model Y refresh could reignite Tesla’s growth.
But it’s not just about models. After all, Tesla did just finish its first full year of Cybertruck production, which is a new model, but its polarizing nature led to disappointing sales numbers.
Maybe the company – not the stock – would be better off if he surrendered his title and let Tesla have a real CEO, so he can go play videogames on twitter all day instead (as he already does).
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