Despite a disappointing start for General Motors’ electric vehicle sales, the automaker is vowing to build more this year. GM says it’s overcoming battery supply chain issues and expects “a lot more EVs being built in the second half of this year.”
Ultium battery production hurdles
After EV sales reached over 20K for the first time in a three-month period in Q1 2023, GM’s momentum slipped in the second quarter.
GM sold 15,652 EVs in the second quarter, down over 20% from Q1. To make matters worse, nearly 14K were Chevy Bolt EV or EUV models, which the automaker is discontinuing later this year (although a next-gen Bolt EV is still in play).
The slowdown comes as the automaker focuses on new electric models built on its Ultium EV platform. Although the flexible platform is designed to optimize production, GM is still working out the supply chain kinks.
Its first Ultium-based EV, the GMC Hummer EV, introduced in late 2021, had two sales in the first quarter of the year and another 47 in Q2 (-83% YOY).
The Cadillac Lyriq, GMs second Ultium EV, saw only modest progress. GM sold 968 in the first three months of the year and 1,348 in Q2.
Furthermore, due to the battery shortage, GM has shut down its CAMI assembly plant for the month, where the BrightDrop electric delivery van is built in Canada.
GM’s CEO, Mary Barra, explained during an interview last month that battery production was the bottleneck holding them back. She said as battery capacity comes online, “it will be dramatically different next year.” Now, another executive is echoing the leader’s statement.
GM plans to build more Ultium-based EVs this year
According to the Detroit Free Press, GM’s president of North America, Rory Harvey, said battery capacity will pick up in the second half of this year.
On a call with other GM executives, Harvey said the automaker is coming “up to speed on battery capacity and building momentum.” He added:
I anticipate a lot more EVs being built in the second half of this year than the first half of this year.
GM began building the 2023 Hummer EV at its Factory Zero EV assembly plant this spring. But, a source told the Detroit Free Press, although some have shipped, “some need updates on the software. It’s moving very slow.” The person, who asked to remain anonymous, said:
We’ve had supply issues — anything in the supply chain — could be the drive units, anything … you get one part and suddenly it’s a different one that’s needed.
Harvey acknowledged the slow EV ramp-up so far this year but suggested battery module capacity as the only supply chain hurdle.
GM gets its battery cells from its first battery plant in Warren, OH, which began manufacturing them last fall. With three more planned, one in TN, expected to come online later this year, another in Michigan in 2024, and a fourth in Indiana, GM expects over 160 GWh battery cell capacity when all plants are fully operational.
As the report notes, another hurdle GM is facing has been logistics; a shortage of rail cars is impacting the industry. On Monday, Chevrolet’s VP Scott Bell said it remains the company’s biggest challenge.
The company will need to figure the situation out soon with plans to launch three new high-volume Ultium EVs from Chevy by the end of the year, including the Silverado EV, Equinox EV, and Blazer EV.
Chevy Blazer EV 2LT (Source: Chevrolet)Chevy Blazer EV RS (Source: Chevrolet)Chevrolet Blazer EV SS (Source: GM)
Earlier this month, GM’s Ramos Arizpe plant in Mexico announced the first Chevy Blazer EV left the facility and is on its way to the US.
Electrek’s Take
GM has failed to deliver on numerous promises over the past several years, so several executives vowing to build more EVs this year isn’t a guarantee.
On the other hand, the automaker is in the midst of building more battery capacity, but it can’t happen overnight. Until then, GM seems content with filling in the demand gap with its ICE vehicles.
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After years of waiting and many falsestarts, Formula E is finally going to debut its mid-race charging system, which will give cars a quick boost of energy charging at a rate much faster than current road cars can.
For years now, we’ve been hearing about FIA plans to introduce charging stops to electric racing.
In gas car racing, some series allow mid-race fueling and some don’t. The World Endurance Championship, which runs the 24 Hours of Le Mans, obviously needs to fill up several times during the race. But Formula 1, which hosts shorter races, eliminated mid-race fueling in 2010.
But the FIA already had one electric racing series, Formula E, which had debuted in 2014. At the time, each driver had two cars, and would swap mid-race to a fresh car with new batteries.
Battery-swapping had been considered, but it would be too complicated to set up at temporary race facilities in city downtown areas, as many Formula E tracks are.
Then, in 2018, Formula E debuted a new “Gen 2” car which had a big enough battery not to need a charge mid-race, and later a “Gen 3” car in 2022, which had much stronger regenerative braking, capable of 600kW of braking power. Gen 3 also has an “Attack Mode” feature that lets cars unlock additional power for a short period each race, adding to strategy and mixing up the race order.
The issues involved building the charging system in temporary facilities and ensuring safety of the system (and of pit stops in general, which is always a concern when cars are driving rapidly near people). But after winter testing prior to this season, Formula E now says the system is ready to go.
Formula E winter testing. Photo by Andrew Ferraro/LAT ImagesFormula E winter testing. Photo by Alastair Staley/LAT Images
So, once again, Formula E is ready to announce that mid-race charging is definitely, totally, positively, 100% certain at the upcoming Jeddah E-Prix, on February 14-15 in Jeddah, Saudi Arabia.
Formula E thinks that proving this high-power charging technology could help road cars to charge more quickly, which could have myriad benefits for electric cars in general.
The series is calling the system “Pit Boost,” and it will consist of a 34-second pit stop that provides around 10% additional charge to the cars (about 4kWh). While 10% isn’t a lot, 34 seconds is also not a lot of time. For comparison, one of the fastest-charging cars out there, the Ioniq 5, can charge from 10-80% in 18 minutes, which means 10% charge takes 2.5 minutes – five times as long as Formula E cars will manage the feat.
The stop will be mandatory for all drivers to take at some point in the race, and will mean new strategy options for drivers. Taking the stop means getting more energy, which means that your car won’t have to do as much energy saving to get to the end of the race – but it also means giving up your position on track, which can be hard to get back if you do it late in the race.
However, we’ve never seen it happen before, so it will be interesting to see what kind of strategic options develop.
If you’re interested in seeing how it turns out, tune in to the Jeddah E-Prix on February 14-15 to see what happens. It’s a doubleheader race weekend, with night races both on Saturday and Sunday, February 14-15, at 5pm UTC, 9am PST, 12pm EST, and 8pm local time. You can check out how to watch the race in your area by going to Formula E’s “Ways to Watch” section. In the US, Roku should be the most reliable way to watch.
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JackRabbit, the maker of pint-sized electric microbikes, is back with a new product designed to quickly recharge their batteries from pure, uncut photons mainlined into an e-bike directly from the sun. In true independent charging form, the Solar Charging Kit from JackRabbit keeps riders rolling even when there’s not a convenient AC outlet in sight.
Unveiled this week, the Solar Charging Kit consists of a single folding solar panel and a tiny voltage converter that is configured to output 42.0V, which is the exact voltage required by JackRabbit’s little e-bike batteries. There’s also an added USB-A and a USB-C charging port for powering other devices in addition to charging JackRabbit batteries.
“This Solar Charging Kit plugs directly into your bike,” explained the company, “letting you recharge without needing an outlet, but with a speed comparable to the charger that comes with the OG/OG2 (42V, 2A).”
That would mean the panel outputs around 80W of solar power, which the company says can recharge its batteries in just three hours. That fairly quick recharging speed is helped by the fact that JackRabbit’s batteries are a mere 151 Wh, or around a third of the size of most e-bike batteries.
If that sounds small, then you’re right – it is. But JackRabbit is all about going micro, offering barely 25 lb rideables that are easy to store and bring on adventures, even when they aren’t actually being ridden.
With small batteries that fit under the 160Wh limit for many airlines in the US, the batteries can be quickly charged and taken to the widest number of locations. And for riders that want to go further than a single 10-mile (16-km) battery will allow, extra batteries are small enough to fit a pants pocket. The company also offers much larger Rangebuster batteries, though they won’t pass by TSA and make it onto an airplane in your personal item.
It sounds like the Solar Chargking Kit should be able to charge up JackRabbit’s large RangeBuster batteries, though likely in more than three hours.
The $349 Solar Charging Kit is a bit pricier than building something similar yourself, but it’s also safer and more convenient than hacking together your own battery charger since it’s designed to work with JackRabbit’s batteries right out of the box.
Technically it’s only inteded for JackRabbit’s micro e-bikes (themselves technically seated scooters, even if they look and feel more like a typical bike), but it’d probably work for just about any 36V e-bike that requires 42.0V to charge.
This isn’t the first time we’ve seen solar charging kits for electric bikes, and it’s a trend that is certainly appreciated by outdoors and camping enthusiasts, festival goers, or anyone who finds themself and their bike spending extended periods in the great, sunny outdoors.
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On today’s episode of Quick Charge, Polestar hopes to steal customers from Tesla now that Elon is involved in politics, CATL revenue dips for the first time ever, and a whole new way to feed the orcas drops down under.
As above, Polestar is hoping Elon’s descent into politics spells opportunity for the struggling Swedish/Chinese performance brand, CATL has big news in Europe, and Scooter Doll shows off a new electric submarine that’s so expensive, they won’t even tell us the price.
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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