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A new electric crossover SUV, similar to Nissan’s Rogue Sport, will roll out in the US. The Nissan Rogue-like electric SUV will be the company’s fifth EV to be built at its Canton, Miss plant. Meanwhile, Nissan is delaying EV production (again) after putting a $500 million investment on hold.

EV production in Canton is delayed again

Nissan is pushing back EV production in Canton for the second time this year. After delaying plans to begin building electric cars at the facility in January, Nissan is at it again.

Production of two Nissan electric sedans was scheduled to start in June 2026. However, Nissan pushed the date back until November 2026, citing “the need to enhance product competitiveness,” a note to suppliers read.

According to a new memo viewed by Automotive News, Nissan asked suppliers to “stop all development activities related to [the EV sedan] project until further notice.

Nissan did not provide a new start date but said suppliers can expect an update in mid-June. “I think it’s going to be at least six or eight months before [Nissan] returns with a new plan,” one of the suppliers said.

Nissan-electric-sedan
Infiniti Vision Qe concept (Source: Infiniti)

“What matters is making sure that we launch the vehicles that the customer wants, at the time the customer wants it,” Nissan America chairperson Jérémie Papin explained.

A new Nissan Rogue-like electric SUV is coming

In a separate note, Nissan unveiled plans to introduce a Rogue-like electric SUV. According to GlobalData, the new EV, codenamed PZ1L, will be similar in size to the Nissan Rogue Sport.

Nissan-Rogue-like-electric-SUV
Nissan Epic electric SUV concept (Source: Nissan)

It will be the fifth EV made in Canton. The automaker’s production plans include a pair of new electric sedans, one Nissan brand (codenamed LZ1F), and an Infiniti model (LZ1E). Nissan’s LZ1F was scheduled for production in Nov 2026, with the LZ1F following in April 2027.

Nissan will need to act quickly with suppliers asking for answers. Papin said Nissan will provide “clarity” on EV production “fairly soon.”

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Nissan Epic concept interior (Source: Nissan)

In the meantime, Nissan’s output at the plant is dwindling. The Canton facility was built to support over 410,000 vehicles annually, but Nissan cut its capacity to around 270,000 at the start of the decade.

Nissan Titan production is set to end this summer, while Altima production has been extended through late 2025.

Electrek’s Take

With Nissan’s footprint in the US shrinking, the automaker will need to shake things up. Although sales are up 7% in the US through March 2024, Nissan’s market share has fallen in recent years.

Nissan had an 11% share of new car sales in the US in 2018, but that number fell to around 5.8% last year.

Although Nissan’s decade-old LEAF is falling out of favor (sales are down +50% this year), its second EV in the US, the Ariya, is picking up the slack. Nissan Ariya sales are up 45% through the first three months of 2024, with 4,142 units sold.

Nissan’s LEAF and Ariya are already two of the most affordable EVs on the market, but the competition is intensifying.

With Altima sales slipping (-13 % through March), Nissan may want to speed up its timeline rather than delay it again.

Production at Canton is expected to be around 204,500 in the fiscal year ending March 21, 2025. With EV production not scheduled to begin until late 2026 (at the earliest), how does Nissan plan to keep up?

We will learn more about Nissan’s EV production plans soon with more updates expected to come in the next few months.

Would you buy a new Nissan Rogue-like electric SUV? By 2027, it will need to stand out, as plenty of rivals will launch similar-sized EVs.

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Mahle CEO Arnd Franz says hydrogen will fail without fossil fuels

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Mahle CEO Arnd Franz says hydrogen will fail without fossil fuels

Echoing the words of hydrogen critics everywhere, Mahle Chairman Arnd Franz says that building out a hydrogen infrastructure won’t be possible without “blue” H made from fossil fuels.

If you’re not familiar with Mahle, they’re a legendary engineering firm perhaps best known (in my circles, at least) for their high-performance piston designs. But they’re big time, and their expertise extends far beyond the reciprocating machinations of the VR38DETT.

With that in mind, I don’t want to misrepresent the words of the esteemed Mr. Franz, who claims to be bullish on H’s prospects as a fuel. What I intend to do here, then, is shine a light on the space between Franz’ lines, read whatever’s in there, and then ask if you see what I see.

“We can’t achieve any CO2 emission reductions if you use natural gas or any other fossil sources to produce hydrogen,” Franz is quoted saying. “Today, the overwhelming portion of hydrogen production worldwide is around 90 million tons. That number is going to go up to 130 million tons until 2030. Currently, we have a flourishing and growing portion of that being more sustainable. By more sustainable, I mean blue and, eventually, green hydrogen. In our opinion, [blue hydrogen production is needed] to get the infrastructure going in order to get the ecosystem.”

I read that as saying that, today, there are no carbon emissions reduction benefits from using hydrogen as a fuel, because the overwhelming majority of those 90 million tons is being produced by natural gas and fossil fuels.

What’s more, everyone involved seems to trying to justify that with claims that fossil-generated hydrogen is some kind of “necessary evil” (my words) to build out a viable H ecosystem. See if you hear it, too.

“We will fail [with hydrogen technology] if we don’t use blue hydrogen,” Franz clarified. “Right now, hydrogen is produced from fossil sources with carbon capture, meaning we don’t let the carbon reach the atmosphere. Eventually, we need to get to wind and solar as the sources of energy to make hydrogen, and we believe the US has a really impressive program [thanks to] subsidies from the Inflation Reduction Act.”

And, if you believe in those good intentions – well, read a little about Chevron’s history of using patent law to block the development of nickel-hydride EV batteries in the 90s and early aughts and see if that changes your mind.

Nothing we don’t already know

MAN Trucks says hydrogen will never work, bets the farm on batteries

Earlier this year, MAN trucks’ CEO Alexander Vlaskamp told reporters that it was, “impossible for hydrogen to effectively compete with battery electric trucks.”

He was right then, and he’s still right now. “It’s one thing to have the technology and another thing for the technology to be viable,” Vlaskamp told the magazine Expansión (translated from Spanish). “Green hydrogen is not available for transportation and there is no point in switching from diesel to hydrogen if the energy source is not sustainable.”

Even so, MAN continues to develop hydrogen technology with surprising openness. And, by “openness,” I mean: he comes right out and says he’s only developing hydrogen tech to absorb subsidy money.

That’s my take, anyway. Let us know what you think of my “reading between the lines” of Mahle’s statement in the comments.

SOURCE | IMAGES: Mahle, via CCJ.

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UAW tells Stellantis workers to prepare for a fight, and vote for strike

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UAW tells Stellantis workers to prepare for a fight, and vote for strike

The UAW union’s Stellantis Council met yesterday to discuss the beleaguered carmaker’s “ongoing failure” to honor the agreement that ended the 2023 labor strike, and their latest union memo doesn’t pull many punches.

It’s not a great time to be Stellantis. Its dealers are suing leadership and threatening to oust the company’s controversial CEO, Carlos Tavares, as sales continue to crater in North America, it can’t move its new, high-profile electric Fiat, and it’s first luxury electric Jeep isn’t ready. And now, things are about to get bad.

In an email sent out by the UAW earlier today (received at 4:55PM CST), UAW President Shawn Fain wrote, “For years, the company picked us off plant-by-plant and we lacked the will and the means to fight back. Today is different. Because we stood together and demanded the right to strike over job security—product commitment—we have the tools to fight back and win … We unanimously recommend to the membership that every UAW worker at Stellantis prepare for a fight, and we all get ready to vote YES to authorize a strike at Stellantis.”

The dispute seems to stem from Stellantis’ inability to commit to new product (and continued employment) at its UAW-run plants and other failings to meet its strike-ending obligations. This, despite a €3 billion stock buyback executed in late 2023.

I’ve included the memo, in its entirety, below. Take a look for yourself, and let us know what you think of the UAW’s call for action in the comments.

UAW memo

SOURCE: UAW, via email.

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Kia EV9 GT caught with an active spoiler for the first time [Video]

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Kia EV9 GT caught with an active spoiler for the first time [Video]

Kia promises the new EV9 GT will have “enormous power,” but that’s not all. For the first time, the Kia EV9 GT was caught with an active spoiler, giving us a sneak peek at potential new upgrades.

The brand’s first three-row electric SUV is already making its presence known in the US, helping push Kia to back-to-back record sales months. Meanwhile, a more powerful, sporty variant is on the way.

Kia confirmed the EV9 GT will top off the electric SUV’s lineup in April. Packing “enormous power,” the high-performance GT model can accelerate from 0 to 62 mph (0 to 100 km/h) in 4 secs.

With a “high-output” dual-motor (AWD) system, the EV9 GT can quickly pick up speed despite weighing over 5,000 lbs.

Kia also equipped it with other high-performance features, such as a reinforced suspension and electronic braking system, for better control and stability.

We’ve already caught a glimpse of the performance electric SUV out testing, revealing aggressive new bumpers and wheels. Now, a new design feature has been spotted.

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2024 Kia EV9 GT-Line (Source: Kia)

Kia EV9 GT could come with an active rear spoiler

The latest video from HealerTV shows the EV9 GT with what appears to be an active spoiler. As the reporter noted, it could be similar to the one spotted on the Genesis GV70 Magma.

Kia EV9 GT caught with an active rear spoiler

Tesla’s Model X also used to come with an active spoiler until it was dropped a few years back. Although the GT model was spotted with one, Kia could just be testing new features, so don’t get too excited yet.

Earlier this week, a video from HealerTV showed the front row of the EV9 GT, comparing it to the current GT-Line model.

Kia-EV9-GT-Line-interior
Kia EV9 GT-Line interior (Source: Kia)

Several differences can be immediately noticed, including a more aggressive, all-black design with a yellow stripe down the center of the seat.

Kia is set to launch the EV9 GT in early 2025. It will rival other performance SUVs like the Tesla Model X Plaid.

Although prices have yet to be confirmed, the GT model is expected to sit above the current GT-Line at $73,900. In comparison, Tesla’s Model X Plaid starts at $94,990 and can sprint from 0 to 60 mph in 2.5 secs.

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