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General Motors (GM) is reportedly in talks with battery giant CATL to license its cheaper LFP battery tech. The plans could include a new joint North American plant to produce the new batteries.

After software glitches, freight delays, and other issues caused GM to miss its EV sales target in 2023, the company believes “production hell” is behind it.

CEO Mary Barra claims 2024 will be “the year of execution” as the automaker looks to get back on track.

GM is ramping up production of its Ultium-based models after it “turned the corner” at its battery factory in Detroit. With several new Chevy EVs rolling out this year, including the Blazer EV, Equinox EV, and Silverado EV, GM looks to build 200,000 to 300,000 Ultium EVs this year.

That would be around 20 times more than the fewer than 14,000 units sold last year. GM is also retiring its best-selling Chevy Bolt, at least in its current form.

With 62,045 Chevy Bolts sold last year, the electric car accounted for over 81% of GM’s EV sales. Barra confirmed GM will launch an Ultium-based Bolt EV next year.

Chevy-Bolt-EV
Chevy Bolt (Source: GM)

It will offer “an even better driving, charging, and ownership experience.” According to Barra, it will be the first Ultium EV in North America to feature LFP batteries.

GM looks to CATL for cheaper LFP battery tech

According to a new report from CarNewsChina, GM is in talks with CATL to license its LFP battery tech. The plans also reportedly include building a joint North American factory to make the batteries.

Details are scarce, but the plant will likely be in the US or Mexico. It will be similar to the agreement between CATL and rival Ford. Ford announced a $3.5 billion investment last February to build a new LFP plant (BlueOval Battery Park Michigan).

Chevy-Blazer-EV-prices
2024 Chevy Blazer EV (Source: GM)

The plant is expected to begin producing LFP batteries in 2026 to power Ford’s next-gen EVs. Ford reached an agreement with CATL to license its LFP battery tech. The American automaker will manufacture the cells with knowledge from CATL.

Under the GM deal, CATL would be responsible for building the production lines, supply chains, and other equipment while GM handles the CapEx.

GM's-new-Bolt-EV
2023 Chevrolet Bolt EUV Redline Edition (Source: GM)

GM CFO Paul Jacobson said the new Bolt EV will save the company billions by using LFP batteries.

Both automakers look to sidestep federal regulations requiring EV batteries to be produced in North America to qualify for a tax credit.

Electrek’s Take

If true, the news could be significant. For one, South Korean and Japanese battery makers dominate the North American market, with LG, Samsung SDI, SK, and Panasonic controlling 80% of the market.

However, these battery makers have largely missed the opportunity with LFP batteries while China’s CATL and BYD took control of the market. LFP batteries are cheaper to produce which could give automakers an advantage going forward.

Several automakers, including Ford and GM, have announced plans to introduce more affordable EVs as demand for lower-cost electric options climbs.

The Late Post claims CATL has reduced the cost of its batteries to 400 yuan ($55) per kWh, compared to 600 yuan ($83) per kWh with NCM batteries. This could translate to significant savings as American automakers look to cut costs and break even with EVs.

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When will Tesla cars be capable of unsupervised full self-driving (SAE Level 5)?

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Elon Musk outlines upcoming Tesla Full Self-Driving updates

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Elon Musk outlines upcoming Tesla Full Self-Driving updates

Elon Musk has given an update with an outline for Tesla’s upcoming Full Self-Driving (FSD) software updates.

With FSD v12 and the upcoming launch of Tesla’s dedicated Robotaxi, there’s a lot of excitement around Tesla’s self-driving effort.

Musk is again in the too-familiar position of predicting that the automaker is close to releasing a true self-driving system, but the path to get there is still far from clear.

Now the CEO is providing some new comments on the upcoming release schedule for FSD:

“12.4 has almost completely retrained models. The final touches are for comfort, as it sometimes accelerates or brakes too fast for most people’s taste.”

Tesla FSD drivers are currently on 12.3.6 and the .4 update is expected to be a bigger step change, which Musk appears to confirm by saying that Tesla “completely retrained” the models.

The CEO recently said that Tesla is no longer constrained by training compute power after bringing more capacity online, giving the FSD team more opportunities to retrain neural nets with increasingly cleaner data.

Musk then continued about Tesla’s upcoming updates:

12.5 and 12.6 are in various stages of testing. We’re getting into rare, complex situations, for example: going down a narrow, one-way road, encountering a road closure and having to reverse out to find a new route. That closure also needs to be communicated to the rest of the fleet, so you don’t get a whole bunch of Teslas stuck down a road.

There’s no timeline for these upcoming updates beyond the fact that they are currently in internal testing, but Musk did say that v12.4 could come to the Tesla fleet as soon next week.

Electrek’s Take

Again, I’ve been impressed with v12.3.3-4. I’ve just got v12.3.6, but I haven’t had time to test it yet. I plan to do that this weekend. Also, I’ve been saying that if I start seeing decent improvements with the upcoming updates, I think I’ll start to see a clearer path to Tesla finally delivering on its promise – or at least a level 4 self-driving system.

However, as usual, when talking about FSD and especially when praising the system, I think it’s important to remind everyone that the keyword in ‘Supervised Full Self-Driving’ is ‘Supervised.’ Drivers need to remain attentive at all times and ready to take control.

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Save up to $400 on NIU electric scooters starting from $210, Anker SOLIX C800 Plus, EGO Power+ pole saw, and more

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Save up to 0 on NIU electric scooters starting from 0, Anker SOLIX C800 Plus, EGO Power+ pole saw, and more

Headlining today’s Green Deals is the NIU Mother’s Day sale that is taking up to 46% off a selection of electric scooters, like the KQi1 Pro Electric Kick Scooter at $270. It is joined by Anker’s latest C800 Plus Portable Power Station that’s fallen back to its $499 low, as well as the EGO Power+ 10-inch Telescopic LED Cut Line Indicator Pole Saw Kit at $304. Plus, more hangover Green Deals still alive and well.

Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.

NIU Mother’s Day sale takes up to 46% off electric scooters

NIU has launched a Mother’s Day sale that is taking up to 46% off a selection of its electric scooter models through May 19. The biggest of these discounts and subsequently the most affordable of the models (aside from one for kids) is the NIU KQi1 Pro Electric Kick Scooter for $269.98 shipped. Normally fetching $499, this model saw a handful of discounts over the last year, often to its lowest rates during major sales events, with higher rates being more long-term at other retailers like Best Buy. Most recently we saw it fall to $300 during NIU’s Earth Day sale last month, with this month’s deal coming in as an even greater 46% markdown off the going rate that beats our previous mention by $30, giving you $229 in savings and landing it at the lowest price we have tracked.

Equipped with a 250W motor (450W peak) and a 243Wh battery, the NIU KQi1 Pro can reach top speeds of 15.5 MPH with a range of 15.5 miles on a single charge and it can handle up to a 14% incline. You’ll have four riding modes to choose from (E-save, sport, custom, pedestrian) as well as a dual braking system of a front drum brake with rear regenerative braking alongside pneumatic tires with “excellent shock absorbtion.” It also features a headlight, taillight, a foldable frame, a backlit LED display, and an array of smart capabilities through the NIU app, such as allowing you to lock your scooter, check your riding statistics, and even customize your scooter’s settings.

More NIU Mother’s Day discounts:

Anker’s latest SOLIX C800 Plus Portable Power Station returns to $499 low

The official Anker Amazon storefront is offering its SOLIX C800 Plus Portable Power Station for $499 shippedafter clipping the on-page $150 off coupon. Down from its $649 price tag, this is only the third official discount since the device’s release in March, which saw a similar launch discount down to the $499 low. You can get a full rundown on what to expect from our initial launch coverage, or head below. All-in-all, you’re looking at a repeat 23% markdown off the going rate, which also matches the current discount on Anker’s website as well and returns costs to the all-time lowest price we’ve seen. You’ll also find bundle options available, with it coming with a 100W or 200W solar panel for $698 or $1,048after clipping the on-page coupons.

The SOLIX C800 Plus sports a compact 768Wh capacity with 1,600W of power output. It can fully recharge in just 58 minutes via a wall outlet, 7.2 hours via your car, or just under three hours when paired with 300W of solar panel input. It features two water-resistant LED camping lights that have three modes to choose from: a candlelight mode that covers up to 10m², a flood light mode that covers up to 20m², and a flashlight mode that covers up to 20m² – all of them lasting up to eight hours.

The lights can be easily recharged by stowing them back inside the top of the power station’s case, and they even come with a versatile retractable pole arm that can be used as a hanger, tripod, or selfie stick when not being used to extend the camping light’s reach. To cover your other devices and appliances, you’ll have five AC ports, two USB-A ports, two USB-C ports, and a car port. You’ll also be able to completely monitor and control its settings through the Anker SOLIX app, including enabling and disabling ports via Bluetooth or Wi-Fi. You can also score the same model without the camping lights for $50 lessafter clipping the on-page $150 off coupon.

EGO Power+ 10-inch Telescopic LED Cut Line Indicator Pole Saw Kit now $304

Amazon is offering the EGO Power+ 10-Inch Telescopic LED Cut Line Indicator Pole Saw Kit for $304 shipped. Down from its $399 price tag, it only saw a few discounts over the last year, with four of them dropping costs to the same $299 low – the most recent being in February. Today’s deal comes in as a 24% markdown off the going rate and lands at the second-lowest price we have tracked. This 10-inch pole saw introduces an LED cut line indicator that improves visibility and accuracy when working under dark, shaded canopies and low light conditions. It’s brushless motor gives low vibrations for better control and extended life, while the 56V ARC lithium-ion battery allows it to make up to 100 cuts on a single charge. It features a telescopic carbon fiber shaft that extends out to a maximum length of 16 feet, a 10-inch bar, and 1/4-inch chain which all together can deliver smooth, precise cuts with a chain speed of 20 meters-per-second. It also has a quick-adjust handle and a shoulder strap for added comfort and control.

Spring e-bike deals!

Jackery 2000 Pro portable power station being held by handle within post for NIU electric scooter

Other new Green Deals landing this week

The savings this week are also continuing to a collection of other markdowns. To the same tune as the offers above, these all help you take a more energy-conscious approach to your routine. Winter means you can lock in even better off-season price cuts on electric tools for the lawn while saving on EVs and tons of other gear.

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