NIO is joining forces with a major OEM for EV battery swapping
In China. I didn’t want to bury the lede too far. Today, NIO and Changan Automobile announced the two companies had agreed to develop a joint standard for swappable EV batteries. NIO is the largest operator of swappable passenger EV batteries in the world, with over 2,000 battery swap stations in its home market of China, along with a small network in Europe. But today’s news is an important milestone for battery swapping regardless.
The companies have provided no timeline on when this cooperation will begin bearing fruits, but the two plan to work on swappable battery designs and the development of a network of shared battery swap stations. Changan currently doesn’t have any swappable battery EVs, but it’s China’s third or fourth-largest automaker (depending on the quarter), selling well over a million vehicles annually. NIO, meanwhile, is the world’s most mature operator in the battery swapping space, and says it has completed over 30 million battery swaps for its EV customers to date. Of course, it’s not clear how far the cooperation will extend — i.e., if Changan plans to adapt NIO’s battery designs for its own EVs, or merely if Changan’s future batteries will be designed to be compatible with NIO’s swap infrastructure.
Today’s cooperation news between Changan and Nio isn’t really about the technical details, but about carmakers doing something we quite rarely see: Agreeing to build interchangeable (or at least interserviceable — a word I’ve just invented) parts and service infrastructure. In an industry where in-house engineering is as much a marketing asset as it is a technological one, it’s unusual when competitors come together to standardize major components for the benefit of customers. (In fact, ICE manufacturers have long gone out of their way to obscure that their vehicles may share common technical underpinnings — a practice that reached its zenith in the “badge engineering” era of the 1980s.)
Battery swapping has real advantages for drivers, with NIO’s NIO Power stations completing the process in just 3 minutes. The company is even testing using its battery swap facilities to send power back to the grid — something that could seriously up the value potential of this kind of infrastructure at a societal level.
Read the press release from the two companies here.
Electrek’s take
Imagine a world where every brand of ICE car had to use a filling station owned by the vehicle OEM, even though every one of them still supplied the same basic formulation of gasoline. This is the nightmare that battery swapping poses. Granted, it’s for far more technically defensible reasons; namely, designing interoperable swappable batteries across car manufacturers is not a small challenge. But scaling battery swapping in a way that would make it sustainable almost certainly demands some form of interoperability.
The fact this is happening in China, of all places, is far less surprising. While China may be home to some of the world’s most aggressively expansionist and competitive EV brands, the country’s domestic market still operates in a highly regulated, quasi-centrally-planned economy. It’s also a highly price-sensitive market, and anything that could better distribute the costs of electrification is likely to be considered.
Changan is the country’s oldest carmaker and is wholly owned by the Chinese state. Having its cooperation here could theoretically initiate a domino effect in which other Chinese OEMs begin to unify around a common battery-swapping framework — especially if there begins to be a consensus the government could mandate such a thing in the future (and that seems far from inconceivable). And if China’s automakers were to broadly unify around such a standard, it could provide its entire EV industry a substantial competitive advantage globally.
Still, there’s no guarantee a cooperation announcement ends in two brands of EV using the same battery swap station — things can and do fall apart. But the concept here is an appealing one, and China is far and away leading the charge (no pun intended) on swappable battery EVs.
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The Canadian home improvement chain picked up a pair of Volvo VNR Electric semi trucks, and it’s putting them to work on last-mile delivery routes in the Greater Toronto Area.
This month, the Canadian home improvement retailer Home Hardware began operating two Volvo electric semi trucks out of its St. Jacobs, Ontario truck depot. The pair of trucks will fulfill last-mile deliveries throughout the area, and mark the company’s first step towards transitioning its entire fleet to zero-emission vehicles.
The Volvo VNR trucks have an operating range of 442 km (about 275 miles). Their delivery routes will take them from Home-brand stores within a 100-150 km (about 90 miles) radius of the St. Jacobs distribution centre.
“We are proud to introduce our new battery-electric trucks to our privately-owned fleet,” said Kevin Macnab, president and chief executive officer, Home Hardware Stores Ltd. “Recognized by the Private Motor Truck Council as Safest Large Fleet, as well as Trucking HR Canada as a Top Fleet Employer and a Fleet of Distinction, Home Hardware Stores, Ltd. is committed to forward-thinking logistics that evolve our supply chain to best support our dealers so they can serve their communities.”
Home Hardware debuted their new Volvo VNR Electric trucks at the company’s 60th anniversary celebration and annual franchise event, the Home Hardware Homecoming, held last week in Toronto, Ontario, Canada.
Electrek’s Take
Home Hardware is the latest in a growing list of companies – and they’re already adding to the tally of tens of millions of all-electric, zero emission miles driven by Volvo customers. By the time Volvo rolls out its next-generation VNL and FH electric semis next year, it will be the company’s third generation of Class 8 EVs, and it will be backed by more than 100,000,000 miles of real-world data collected by thousands of trucks across dozens of companies.
Is that an insurmountable head start for companies like Tesla to make up? It’s hard to know (and my brain is broken, anyway), but I invite you to check out this episode of Quick Charge recorded a few weeks ago (below) talking about Volvo Truck’s lead, and then share your take on the state of the electric semi truck market in the comments.
Quick Charge
SOURCE | IMAGES: Volvo Trucks.
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The newest edition to the CAA-Quebec roadside fleet is a fully electric Lion5 flatbed – and the CAA says it’s the first 100% electrique tow truck in service in North America!
Based on the Lion5 medium-duty truck and upfit with a flat bed body developed by XpaK Industries, CAA-Quebec (think AAA, but in Quebec) is marking an important milestone in its 80-history with the deployment of the first electric tow truck in Canada.
“Roadside assistance has always been in CAA-Quebec’s DNA, and it goes without saying that we are taking the lead in electric towing. We have a responsibility to set an example and take a leadership role in protecting the environment,” said Marie-Soleil Tremblay, president and CEO.
As far as the truck itself goes, the Lion5 chassis is packed with 210 kWh of in-house, 800V battery packs. Those are good for a range of up to 310 km (a touch over 190 miles) courtesy of an energy-efficient, high-torque electric motor putting 315 hp that Lion Electric claims can eliminate between 75 and 100 metric tons of greenhouse gas per year compared to a comparable diesel truck.
What’s more, the Lion5-based tow truck promises to reduce CAA-Quebec’s energy (read: fuel) costs by about 80%, and regular maintenance costs by about 60% compared to gas or diesel vehicles in the same class.
“With this new 100% electric, made-in-Quebec tow truck, we are helping to redefine the future of the towing industry,” said Patrick Gervais, VP Trucks and Public Affairs at Lion. “We are proud to be part of a cleaner and more sustainable future with players like CAA-Quebec and XpaK.”
The Lion5 tow truck was delivered in July, and will spend a year being put through its paces in a multitude of towing situations and extreme weather conditions. CAA-Quebec’s roadside assistance service will share its experience with partners throughout Canada and the AAA in the US.
Electrek’s Take
“Electrek’s Take” is where we put our industry experience to use interpreting the news we report. Here, in an article about a “first ever” new commercial segment being entered by a highly visible EV, I probably should be talking about operating costs, “dollars and sense,” and the importance of stabilized costs for a fleet manager’s projections.
Instead, I’m just going to picture some bro-dude’s lifted 4×4 Ram pickup getting hauled out of a parking spot he’s ICE’d and giggle a bit. You try it, too, and let me know if it made you smile in the comments section.
SOURCE | IMAGES: Lion Electric, via TowCanada.
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Best known in the US as the OEM behind Nikola, Italian truck brand IVECO entered the 2.5 to 3.5 ton medium duty commercial van segment at this week’s IAA Transportation conference with this: the eMoovy electric chassis cab.
Co-developed with Hyundai and riding on a modified platform of the Korean brand’s Staria ST1 van, the IVECO eMoovy is entering a red-hot commercial EV space with a 215 hp electric motor and either a 63 kWh or 76 kWh battery good for up to 199 miles of range.
The IVECO version leverages the Hyundai’s excellent 800V architecture. That means the eMoovy supports ultra-fast 350 kW charging and V2x functionality, so it can be used to back up a job site, supply power to workers, or even power a home (presumably).
A long time coming
We’ve known than a commercialized IVECO version of the Hyundai van (which isn’t sold as an EV, that I’m aware of) has been in the works for some time. In fact, Peter Johnson wrote about the 2022 deal way back in February.
In that article, Peter wrote that, while Hyundai would develop and build the chassis, IVECO would customize the electric vans to suit broader commercial markets and distribute the vehicles throughout its network. If that sounds familiar, that’s because (on the surface, at least) the deal seems pretty similar to the one IVECO has with Nikola … which begs the question: will Nikola get an eMoovy variant to sell in the US?
The new electric van will directly target Ford E-Transit customers in Europe, so there’s no reason to believe it won’t be an attractive alternative for commercial fleets on this side of the pond, as well – especially with the “big rig” street cred that could come with the Nikola association.
Electrek’s Take
The commercial EV market is driven by dollars and cents. If EVs have a lower total cost of ownership (TCO) than their gas or diesel counterparts? They’ll continue to sell, and their market share will continue to grow. The only question Hyundai and IVECO need to answer is whether North American truck buyers be more likely to buy a Hyundai-branded van, or a Nikola one.
We asked a similar question to Kia’s James Bell on Quick Charge a few weeks back. Listen to his response to those questions, below, then share your thoughts in the comments section at the bottom of the page.
Kia’s James Bell on Electrek Quick Charge
SOURCE | IMAGES: IVECO, CarScoops.
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