This summer, General Motors moved its electric van company BrightDrop into Chevy to boost sales and better compete with Ford, Rivian, and others in the electric van space. And now the Chevy-branded version of the van has a new deal in place with Walmart.
After piloting 400 BrightDrop vans for customer deliveries, Walmart is now officially adding them to its fleet. Back in 2022, BrightDrop inked a deal with Walmart to reserve 5,000 of its vans, including the larger 600 models (the number refers to the approximate square footage of cargo space). But this time around, Walmart is opting for the smaller 400 versions of the electric van, with the retail giant not specifying how many vans it will deploy this year.
But to get an idea of the scope of the deal, Walmart announced that its in-home delivery program is expanding to reach 62 million households around the country. The program will roll out Chevy BrightDrop vans in Austin, Dallas, Denver, Detroit, northwest Arkansas, Orlando, and the San Francisco Bay area by the end of the year.
The electric vans run on GM’s Ultium battery platform, with the latest versions of both the 600 and 400 able to drive 272 miles of combined city and highway driving on a single charge, according to GM.
“With a focus on being people-led and tech-powered, we’re always looking for ways to enhance the associate experience and provide the best possible service to our customers. That’s why we’re so excited about the addition of the BrightDrop 400 to our InHome delivery fleet,” said Walmart vice president of Dedicated Delivery, Warren Moore in a statement. “During the pilot, we listened closely to our InHome associates’ feedback and were impressed by the vans’ performance in real-world scenarios.”
BrightDrop was launched in January 2021 as a standalone brand focused on commercial EVs. Last year, the company was integrated into GM Evolve, its fleet business, with companies such as FedEx, Ryder, and DHL already on its client roster.
BrightDrop was projected to bring in $1 billion in revenue in 2022, but sales have been slower than predicted, and BrightDrop’s CEO Travis Katz left the company after the restructuring at GM. But now under Chevy, the company has access to its dealer network to sell not only the van but also its “Core” software suite. In 2023, BrightDrop sold just 500 vans, according to CNBC, with GM reporting selling 746 vans in the first six months of 2024.
Photos: Courtesy of General Motors
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Tesla (TSLA) has introduced a new direct discount for the Model Y in China as the latest of a series of incentives to boost demand during this critical end-of-quarter push.
The automaker regularly offers discounts at the end of every quarter, but the incentives to boost demand have been the most wide-ranging ever this quarter.
Over the last month, we have been documenting the many sale incentives and discounts that Tesla has put in place to ensure it creates the demand for a record quarter.
Tesla aims to deliver a record number of more than 515,000 vehicles in Q4 in order for its sales not to be down for the whole year. That’s ~30,000 more vehicles than Tesla’s last record quarter, which was Q4 2023.
And everywhere, Tesla is heavily subsidizing loans with lower interest rates. That has been the main incentive in China, Tesla’s biggest market, until now.
Tesla’s New Discount in China
Today, Tesla announced that it is offering a ¥10,000, the equivalent of $1,380 USD, discount on the final payment for new Model Y vehicles:
The new discount can be combined with Tesla’s subsidized 0% interest financing, which has been Tesla’s main incentive in China all year.
Electrek’s Take
Based on insurance data, Tesla is tracking ahead of last year’s deliveries in China, but it is going to need to beat its last record by a significant margin to make sure not to be down for the whole year.
Model Y is Tesla’s most popular vehicle, but Tesla is also going against the expectation of the design refresh coming early next year, which can negatively affect demand.
This discount is likely to combat that and maintain Tesla’s current good momentum in China.
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We now have more details on the massive recall, which just keeps growing. Hyundai and now Kia are recalling more than 208,000 electric vehicles in Canada and the US to fix a problem with the loss of driving power, which can increase the risk of a crash.
For the second time this year, the automakers are recalling huge swathes of EVs and other “electrified” vehicles in North America, citing concerns about a loss of driving power, the National Highway Traffic Safety Administration (NHTSA) said on Friday.
In the US, Hyundai is recalling 145,235 EVs, including the 2022 through 2024 Ioniq 5, the 2023 through 2025 Ioniq 6, GV60 and GV70, and the 2023 and 2024 G80. In Canada, Hyundai is recalling 34,529 vehicles that were produced between March and November of this year, according to Automotive News Canada.
As for Kia, the recall includes close to 63,000 Kia EV 6 vehicles from 2022 through 2024 in the US, but the company has yet to offer details on its Canada recall.
It looks like the issue stems from “the integrated charging control units in these vehicles, which may become damaged and fail to charge the 12-volt battery. This malfunction could lead to a complete loss of drive power, posing safety risks for drivers,” the NHTSA stated.
Back in March, Hyundai, Kia, and Genesis issued a similar recall for 147,110 electric vehicles – that recall centered, again, around damaged integrated charging control units failing to charge the battery.
The South Korea automaker has said that all owners of affected vehicles will be notified by letter mail on the next steps to take. This will involve bringing your vehicle to one of the company’s dealers to inspect and replace the charging unit and its fuse if necessary, along with performing a software update for the charging units.
Importantly, no crashes, injuries, fatalities, or fires due to this issue have been reported in the US or Canada, Hyundai reported.
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A group of Tesla vehicles spotted under covers at the automaker’s test track at the Fremont factory is raising some questions.
Tesla has a very small test track on the ground of its first factory, Tesla Fremont, in California.
Now and again, people fly drones over the factory and catch glimpses of new cars being tested. Youtuber ‘Met God in Wilderness’ is one of those drone pilots who regularly fly over the factory and while he didn’t catch vehicle being tested, he did catch some curious vehicles under covers next to the track:
The vehicles are all covered, and therefore, it’s hard to tell exactly what they are, but the different shapes are intriguing and raise some questions.
It looks like three, maybe four, different kinds of vehicles:
We know that Tesla is working on three new specific vehicles: a Model Y design refresh, and two new cheaper models based on Model 3 and Model Y.
All three vehicles are expected to be unveiled early next year.
Electrek’s Take
At the risk of stating the obvious, getting much information from vehicles hidden under cover can be hard. It’s even possible that some of those have shape camouflage, which is sometimes used by automakers – although I don’t remember Tesla ever using that.
So here are my best guesses. Take them for what they are: guesses.
The most interesting ones to me are the first two on the left in the picture above. The last vehicle on the left looks like it could be a smaller Model 3.: