The SGMW Wuling Hongguang EV offers Chinese car buyers five or seven-seat configurations, 300 km of range (that’s about 185 miles to you and me), and a $9,600 price tag – but it’s the 1000 km EREV version that would take the US by storm in 2025.
Context: this is an opinion/satire piece, so get that out of the way and have some fun.
Despite the fact that we still have the same POTUS we did in 2020 and that familiar sense of impeding, civilization-wide collapse has never quite went away after David Bowie died and they shot the gorilla, the automotive world has changed quite a bit since Tesla CEO Elon Musk announced an affordable, $25,000 Tesla “Model 2” at the company’s now infamous 2020 Battery Day event.
Back then, it seemed like just about every automaker this side of the Pacific was announcing plans to go “fully electric” by 2030 or 2035 or whatever in a cynical bid to emulate TSLA and its trillion-dollar market cap. It’s 2025 now, the shareholder cash grab didn’t take, and Toyota’s pocket Senator Joe Manchin succeeded in advancing the company’s “hybrids are electric” cause by lowering the rebate floor for battery-powered vehicles to just 7 kWh.
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With batteries still being the limiting reagent in America’s EV reaction, the name of the game now is plug-in hybrids and EREVs – and with Musk buddying to the Indian and Chinese governments, US oil lobbyists, and hoping to sell more cars to a cash-strapped middle America, the timing feels right for an affordable EREV Tesla.
SGMW Wuling Hongguang EV and EREV; via CarNewsChina.
The time is right, in other words, for Tesla to roll out a car exactly like the SGMW Wuling Hongguang EREV. And by “exactly like,” I mean exactly. Like. This is how I think a multinational Wuling Tesla rebadge Model 2 could work, and benefit all of Elon’s other plans:
Elon buys the EREV’s (relatively) cheap, 8.5 kWh from China and ships it to India
the glider (maybe it’s a roller – hard to know with an EV) ships to the US, through the PanamaBlackRock Canal, into the Gulf of Mexico America, and into Elon’s newest Houston assembly facility, where a small gas motor is installed along with a non-nonsense vinyl vegan leather interior and a Made in the USA sticker get slapped in place
the whole thing gets marked up from $9,600 to $24,999 to reclaim that “highest margins in the industry” title, but you can get $5,000 in “Freedom Fund Fun Bucks” if you send in proof you voted for the right guy
If you squint, the Wuling Hongguang already looks like it might the 7/8 scale offspring of a first-gen Model Y and a Kia Rondo. Heck, Tesla might not even have to change the logo because: how many Tesla logos have they really seen in South Dakota, you know?
Of course it was, and this new Tesla Model 2 could be just as great, thanks to a rear-wheel drive layout paired with a relatively low-weight, sport-tuned chassis and 200 combined hp from its 1.5L range extender and 75 kW electric motor. The 8.5 kWh DCFC-capable lithium iron phosphate battery pack is good for about 35 miles (50 km) of all-electric range – but they’ll sell the car’s 1,000 km “total range.”
Chinese equipment manufacturer SANY says its new, SY215E 25 ton electric excavator offers all the power and performance of its diesel competitors while dramatically reducing both noise, total cost of ownership, and (of course) emissions … but the number that stands out to me is 422.
As in: the machine’s massive, cobalt-free, 422 kWh lithium iron phosphate battery pack. (!)
Now, the big equipment asset is ready for customer delivery. That means we not only have some additional marketing copy from the SANY website, but a whole lot of specs, too, making it easier to how this electric excavator stacks up to the Volvo CE and Liebherr earthmovers. From the company’s Dutch website:
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The 23-tonne (25 Imperial tons) SY215E electric excavator allows you to work with zero emissions, low noise levels and a lower total cost of ownership thanks to its reduced maintenance costs. Powered by a state-of-the-art lithium iron phosphate (cobalt free) battery, this versatile machine has been designed with a fully flexible, automotive standard (CCS2) charging solution and can achieve a full days work (6 – 8 hrs) off a single charge.
The driver’s comfort is prioritized with a Grammer chair and with spring-loaded lever stands, which reduces the strain during long working days. In addition, the machine is designed to minimize the noise level, with a measured maximum sound volume of only 71 dB in the cab.
The company says all its features and benefits add up to significant fleet savings compared to traditional diesel-powered machines. “With an annual work of 3,000 hours,” the company claims, “a diesel-powered machine can cost around SEK 765,000 ($76,550 US) in fuel, while this electric model only costs around SEK 450,000 ($45,035, as I type this). This means an annual saving of approximately SEK 315,000 ($31,520) in operating costs alone.”
That’s significant. And, across a fleet of dozens of such machines operating for years on end, adds up fast.
Electrek’s Take
If you’re not familiar with SANY, you should be. The company is a major player in the Chinese heavy equipment space, and they have genuine global ambitions with not just their electric off-road equipment assets, but on road trucks as well.
In their own words:
As a global leader in construction engineering, SANY is dedicated to delivering high-quality products and services. In response to the global energy shortage, SANY has long embraced energy-saving and emission reduction initiatives, focusing on electrification. In 2023, SANY introduced over 40 new electric products, achieving sales revenue of $449.4 million USD. SANY remains committed to innovation and supporting the energy transition in Europe with the best products, services, and support.
$449.4 million may not be at the same multibillion level as Caterpillar or Volvo, but it’s certainly not nothing. And it seems like there’s a lot more to come.
That’s SANY, then, but it doesn’t quite cover the insanity of tying up 422 kWh of battery capacity on a single machine, does it? Maybe I’ve been drinking too much of the MOOG and Milwaukee Kool-Aid over the last couple of days, but it seems crazy to have five or six EV’s worth of battery locked into one machine that may very well spend hours (or days) idled on a given job site. Battery swap technology, surely, is the way to go.
That’s my take, anyway. Click those links in the paragraph above to see what I mean, then come back here and let us know what you think of putting those big batteries in a single excavator in the comments.
It may market itself as “America’s Oldest Brewery,” but the D.G. Yuengling and Son, Inc. brewery in Pottsville, Pennsylvania has been on the leading edge of manufacturing innovation for decades. Recently, Yuengling replaced its original automation equipment with new, state-of-the-art robots from Kuka.
Built by KUKA Robotics and deployed at both Yuengling’s keg line at Millcreek (not far from the company’s original brewery, which was founded in 1829 and is still in operation) and its Tampa, Florida keg line opened in 2006, the new factory robots are faster, stronger, and more energy efficient than the machines they replaced, saving the company on both time and electricity while providing a more simplified, uniform maintenance schedule than the older systems they were brought in to replace.
“We basically wore out our original (machines),” explains Bill Friedman, Electrical Services Manager at Yuengling’s Tampa, Florida, facility. “Just their ages and the number of hours on them justified the need for updated automation … plus, people don’t want to handle kegs all day, and there’s always a risk of injury.”
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Each of Yuengling’s two keg lines utilizes a pair of KUKA robot arms that are identical in size, reach and payload to perform depalletization and palletization of the company’s lager, at the rate of about four half kegs (15.5-gallon capacity) and eight quarter kegs (7.25-gallon capacity) per pallet. Each half keg weighs in at about 165 lbs. (75 kg), and each KUKA robot handles two kegs at a time during the palletization process.
Electrek’s Take
I love automation like this: real, effective machinery that’s improving the lives of the people that live and work around it. This kind of no-nonsense, real-world robotics has been improving people’s lives for decades behind the scenes, and there is virtually zero chance that something like the Optimus robot from Tesla (TSLA) will ever come close to delivering the level of service that these KUKA arms can, today.
The brewing company put together a great video at the Yuengling keg line in Tampa, which I’ve included here (below). Give it a minute of your life, then let us know how you think a humanoid robot might compare in the comments.
US President Donald Trump recently announced a raft of new, expensive import tariffs on cars, trucks, and even parts and batteries imported into the country – which means that Ford might have timed its BlueOval SK battery factory going online perfectly.
Over in Kentucky, the BlueOval SK factories, part of a $9.63 billion joint venture (JV) between Ford and the South Korean battery experts at SK On, is eventually expected to employ more than 7,500 people in operations roles, churning out more than 120 gigawatt-hours’ worth of battery capacity per year once fully operational. And, crucially, they’re expected to go online “at the end of Q1.”
In other words: like, right now.
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Good for F-150 Lightning
F-150 Lightning testing in Alaska; via Ford.
Automakers and car dealers alike are scrambling to understand what the new Trump tariffs will mean for the market, but some automakers might see the new tariffs as an opportunity to pull ahead of the competition – and that’s especially true of companies that have invested billions in US manufacturing.
The Ford Mustang Mach-E, however, is another matter.
Bad for Mustang Mach-E
Ford’s other EV, the Mustang Mach-E, is popular enough that it’s actually outselling the gas-powered Mustang, but it’s lost some of its early luster and market share to other excellent, newer sporty electric crossovers like the Hyundai IONIQ 5, Honda Prologue, and Porsche Macan EV.
Given the surplus production capacity at Ford’s Rouge Electric Vehicle Center, and the imminent launch of EV production at BlueOval City later this year, it’s not completely crazy to think that Ford could soon announce plans to build an updated, or even next-generation Mustang Mach-E at one of these US facilities.