World’s first mass-produced 900V EV drive system rolls out with 5 minute fast charge
The first mass-produced 900V drive system rolled off the production line Wednesday. Chinese EV maker NIO’s (NIO) “Thunder” 900V electric drive system (EDS) can add over 150 miles (255 km) with five-minute fast charge.
First mass-produced 900V EV drive system rolls out
NIO announced the milestone Wednesday after building its one-millionth EDS. NIO’s Porsche-rivaling ET9 premium EV will be the first to feature the new tech.
The ET9 was unveiled in December aimed at “the new generation of high-end business users.” NIO packed the luxury EV with its latest tech for a “perfect package of flagship-style exterior, spacious interior, immersive experience, efficient recharging.”
This includes the world’s first mass-produced 900V EV drive system with up to 925V, 600 kW peak power, and 765A peak charging.
NIO claims the electric motors in the front and rear are smaller and 30% lighter to improve efficiency. Meanwhile, the smaller units provide more interior space.
The ET9 will be the first to use a 925V W-Pin synchronous permanent magnet electric motor (340 kW peak power). At just 174 lbs (79 kg), the unit provides 4.3 kW/kg power density, which NIO claims is the highest among asynchronous induction EV motors. The front motor features 180 kW peak power with 2.6 kW/kg power density.
NIO’s new EDS also features a 1200V silicon carbide power module with 1315 kW/L power density. It can handle over 300,000 power cycles. The 900V EDS also boasts a liquid-cooling system that increases the motor’s peak continuous power by 20%.
NIO’s luxury ET9 EV is loaded with new tech
The ET9 will be integrated with over 100 NIO full-stack technologies. It will also feature NIO’s first five-nanometer auto-grade chip and large cylindrical battery cells.
NIO already opened ET9 pre-orders in China, with a starting price of $112,000 (800,000 yuan). It’s expected to rival luxury automakers like Porsche, BMW, and Mercedes-Benz.
At 5,325 mm (210″) long, 2,016 mm (79″) wide, and 1,620 mm (64″) tall, the ET9 will rival premium vehicles like the Porsche Panamera (205″ x 78″x 56″).
The ET9’s “Landjet” design opens up plenty of interior space with comfort, safety, and advanced tech. NIO filed 24 self-developed patents for the first-class rear seats alone.
With SkyRide active suspension, the ET9 includes independent control of all four wheels, enabling body adjustments like “shaking” shown in the video below.
NIO says the ET9 can be recharged in three minutes via battery swap or add 158 miles (255 m) with five-minute fast charging. Deliveries are expected to kick off in the first quarter of 2025.
The news comes as Chinese rival IM Motors revealed its new L6 EV will also utilize a 900V platform. According to IM Motors, it will include solid-state batteries with over 620 miles (1,000 km) range.
Source: CarNewsChina, NIO
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Ford is cutting prices on the electric pickup by up to $4,000 to offset the loss of the federal EV tax credit. The 2026 Ford F-150 Lightning now offers more driving range at a lower price.
2026 Ford F-150 Lightning prices and range by trim
After the Tesla Cybertruck took the title as America’s best-selling electric pickup last year, the Ford F-150 Lightning is back on top in 2025.
Ford sold over 10,000 Lightnings in the third quarter, nearly double the roughly 5,400 Tesla Cybertrucks sold. Through September, Ford has sold over 23,000 electric pickups. According to Cox Automotive, Tesla has only sold 16,097 Cybertrucks this year, 38% fewer than it did during the same period in 2024.
After the $7,500 federal EV tax credit expired at the end of September, many automakers, including Ford, are bracing for less demand.
To keep the momentum going, Ford is reducing prices for the 2026 F-150 Lightning by up to $4,000. Company spokesperson Martin Günsberg confirmed with Electrek that Ford is cutting prices on the flash trim by $4,000 and the Lariat by $2,000.
Ford introduced a new base STX model that replaces the XLT for 2026. The 2026 Ford F-150 Lightning STX starts at $63,345, the same as the 2025 STX, but it delivers an extra 50 miles of driving range.
A 123 kW extended range battery powers the STX, providing an EPA estimated 290 miles of range. In comparison, the XLT delivered 240 miles of range from a 98 kWh battery.
Ford also raided the F-150 parts bin to add a few off-road goodies like running boards from the Tremor, new wheels, and more.
The 2026 F-150 Lightning Flash will start at $65,995, down from $69,995. Meanwhile, the 2026 Lariat and Platinum trims will be priced from $74,995 and $84,995.
| Ford F-150 Lightning trim | 2025 Starting Price | 2026 Starting Price | Range (EPA-est miles) |
| XLT | $63,345 | N/A | 240 |
| STX | N/A | $63,345 | 290 |
| Flash | $69,995 | $65,995 | 320 |
| Lariat | $76,995 | $74,995 | 320 |
| Platinum | $84,995 | $84,995 | 300 |
Although Ford decided not to move forward with plans for a program to extend the $7,500 EV tax credit, the company is still offering significant incentives to compensate for the loss of it.
The 2025 Ford F-150 Lighting STX is eligible for up to $11,500 in savings in California and other ZEV states. Ford is offering a $9,000 lease cash bonus and an additional $2,000 Ford Power Promise cash bonus. Alternatively, Ford is offering 0% APR financing for 72 months plus an extra $2,000 Power Promise bonus nationwide.
With the 2026 Lightning arriving, Ford is offering big savings on 2025 models. The 2025 F-150 Lightning XLT is currently listed for lease as low as $279 per month in California. You can use our link to find offers on the Ford F-150 Lightning near you (trusted affiliate link).
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Global EV sales passed the 2 million mark for the first time in September 2025, according to new data from EV research house Rho Motion – here’s how it breaks down.
A record-breaking September
Rho Motion’s data shows that 2.1 million EVs were sold worldwide in September, the highest monthly total ever recorded. The US, UK, South Korea, and China all hit major milestones, with tax credit deadlines, new registration cycles, and local incentives fueling the global boom.
“Global EV sales topped 2 million units in a single month for the first time, driven by record-breaking demand across major markets,” said Rho Motion’s data manager Charles Lester. “The US surged ahead as buyers raced to claim expiring tax credits, the UK hit new highs on the back of fresh registration plates and the Electric Car Grant, and South Korea set records thanks to Tesla, Hyundai, Kia, and rising BYD imports. Year to date, EV sales have reached 14.7 million – up 26%.”
EV sales by the numbers YTD (Jan–Sept 2025)
- Global: 14.7 million (+26%)
- China: 9.0 million (+24%)
- Europe: 3.0 million (+32%)
- North America: 1.5 million (+11%)
- Rest of World: 1.2 million (+48%)
Europe surges on incentives
Europe had a record-breaking month with 427,000 EVs sold, up 36% year-over-year and 55% from August. The UK led the charge with record demand tied to the launch of new license plates and the government’s Electric Car Grant, introduced in July. BEV sales rose 30% year-over-year, while PHEVs jumped nearly 60%.
Germany’s EV market is expected to get another boost in 2026 after the government approved a new €3 billion ($3.5 billion) incentive package targeting low- and middle-income households. It replaces the subsidy scheme that expired in December 2023. Italy and Spain also continue to see strong growth, with sales up two-thirds and more than double, respectively, compared to 2024.
US buyers rushed to beat tax credit deadlines
In North America, EV sales soared 66% year-over-year in September as US consumers scrambled to take advantage of federal incentives before they expired on September 30. The tax credits supported both purchases and leases.
But Rho Motion expects Q4 2025 demand to dip sharply as those credits disappear. Some automakers are already taking defensive steps: Hyundai has cut prices, while Mercedes-Benz has paused production of four EV models. GM has suspended a production shift at its Spring Hill, Tennessee, plant, and Volkswagen is stopping ID.4 production in Tennessee in October. Nissan has gone further, scrapping its plans to manufacture EVs in the US altogether.
China is the world’s EV powerhouse
China still dominates the global EV market, selling 1.3 million EVs in September, a record-breaking month powered by strong BEV demand. Pure-electric sales rose 28% year-over-year to 800,000 units, while PHEVs and range-extended EVs dipped by 2% to 470,000.
China has sold nearly 9 million EVs YTD, up 24% from 2024, cementing its position as the world’s largest and most mature EV market.
The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
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On today’s hyped up hybrid episode of Quick Charge, we’ve got the first extended range electric Jeep in North America – the 500-mile new Grand Wagoneer PLUS news that Mazda is getting into the plug-in price war, and a whole lot more.
Today’s episode is brought to you by Climate XChange, a nonpartisan nonprofit working to help states pass effective, equitable climate policies. The nonprofit just kicked off its 10th annual EV raffle, where participants have multiple opportunities to win their dream model. Visit CarbonRaffle.org/Electrek to learn more.
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If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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