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I recently took a trip to China, where I had the opportunity to visit one of Yadea’s several global factories used to produce a wide range of light electric vehicle models and styles. As the world’s largest electric vehicle manufacturer, it was a chance to see how the most popular forms of EVs – namely e-bikes, e-scooters, and electric three-wheelers, are built in sophisticated factories featuring high-level quality control processes. The experience was thoroughly eye-opening, and blew my expectations away!

In fact, one of the biggest surprises of my time at the factory was just how much effort is put into quality control along the way. It was a magnitude that, frankly, I was surprised to see.

I don’t mean that as a slight. It’s just that, like most people, I was probably a bit misinformed before this trip. The term “Chinese manufacturing” makes most of us in the West think of cost reductions and competitive pricing – not heavily automated manufacturing and multi-tier quality assurances. But with Yadea’s massive size has come the opportunity to deeply invest in the hallmarks we previously associated with a bygone era of Western manufacturing.

The factory is already huge, but there’s more expansion planned in the next few years

And I’m not exaggerating when I refer to Yadea as “massive.” This was just one of eight global factories, and this one spanned over 1,000 acres (that’s around 750 American football fields). And this is just Phase I of the factory, which was only built a few years ago. Phases II and III are going to be even bigger, adding much more manufacturing capacity.

Yadea is already a household name all over Asia, where it dominates the markets for scooters, bikes, and other micromobility devices. Last year, over 16 million two-wheeled EVs rolled off the company’s production lines. Yadea refers to itself as the world’s largest electric motorbike manufacturer, but it is also the second-largest motorbike maker, period. With 16M annual production volume, that puts the company within striking distance of overtaking Honda’s 18M annual units. And that’s even more impressive considering Yadea exclusively produces electric vehicles, unlike Honda which nearly exclusively produces combustion engine motorbikes.

Yadea now has a growing presence in Europe and has recently set its sights on a major expansion into North America. That means that Americans are set soon to get access to some of Yadea’s impressively designed and built light electric vehicles (though mostly starting with lighter electric bicycles and scooters).

Check out my video below to see inside Yadea’s factory yourself and to join me for my test drives on several of Yadea’s e-bikes, e-scooters, e-mopeds, and e-trikes. You’re not going to want to miss it!

My tour started in just one corner of the sprawling Jinzhai factory, where I watched as rows of plastic injection molding machines worked in rhythm to pump out various scooter-shaped bits and pieces. This is where many of the body panels, shrouds, and other molded components of Yadea’s electric scooters and e-mopeds are produced. Many smaller companies outsource the production of these types of components, but Yadea does it all in-house to maintain better control over the processes and thus the quality of the parts.

The machines run largely autonomously, though a few workers monitor the machines and can respond to any area, if necessary. I poked my head into a few of the lines and saw some machines churning out recognizable parts like shrouds around the handlebar displays and cargo areas under moped seats, with each completed component moseying down a conveyor belt towards a finished parts pile.

The building was massive and already housed 24 injection molding machines, each the size of my college dorm room. However the area of the building that was currently storing stacks of just-produced parts was already taped off with sections where more injection molding machines would soon be installed. They told me that there are plans to operate 60 of these massive machines here. Yadea continues to roll out new EV models and increase its sales around the world, and that means it is always ramping up its own internal component production capacity to match.

From there we hopped aboard a cute little electric shuttle bus and moved to another building in the complex where welding takes place.

This particular welding building was set up for Yadea’s three-wheelers, which are basically the lightweight farm trucks of China. In the same way you see a bunch of clapped-out F-150 pickup trucks all over rural America, you see these electric three-wheelers all over rural China. That’s why, despite Yadea’s scooters and mopeds being built largely for both the domestic and international markets, their three-wheelers are pretty much only sold in China.

I think they could be incredibly powerful utility vehicles in the US, but that’s another issue for another article. For now, I got the chance to see how these local versions of a pickup truck are made. And I was surprised by just how automated the production is.

Robotic welding seems to take care of most of the fabrication, with the vehicles going from steel tubes and sheet metal to mostly formed trikes without ever touching the ground. Laser cutting ensures each raw sub-component is cut to the exact right size and has smooth finished edges. The pieces are passed from machine to machine, sometimes by robots and sometimes by human hands, until full frames come out the other side.

Robots juggle components as they handle various cutting and welding tasks

When the frames are finished being welded, multiple steps of electrophoresis for corrosion resistance and then robotic painting await the finished pieces.

I wasn’t able to go through the actual painting area because it’s closed off to ensure a clean environment for the robotic painting machines, but I did get to see the massive environmental protection equipment that filters the air leaving the painting section of the factory, ensuring that any harmful emissions from the aerosolized paint and treatment chemicals are scrubbed and don’t just get pumped out into the atmosphere.

Again, I definitely went into this tour with some preconceptions that turned out to be false. That doesn’t mean there isn’t polluting heavy industry in some areas, but modern factories like Yadea’s take great pains to reduce emissions. The air around the factory was perfectly clean, the grass was greener than my grass back home, and the courtyards around the building were so nice I would have sat and had a picnic in them if there was time. The effort made to create a clean and comfortable work environment pays dividends now and into the future.

Robotic welding arms operate in tandem with factory supervisors

Next, we moved on to yet another massive building in the factory complex, this time where assembly of several different electric scooter and e-moped models takes place. It’s a bit hard to gauge scale inside these huge buildings, but I’m told the building was around 450,000 square feet, or roughly 10 acres. It had a legit football field inside of it, but more on that in a moment.

There were 18 assembly lines in the building, each producing a different model of e-bike, e-scooter, or e-moped. Racks of frames that have been welded in another part of the factory roll in at one end of each production line, where they are scanned and loaded onto the line. The bare frames move along the line as workers install all of the components.

In a matter of minutes, the empty frames receive their motors, controllers, batteries, wiring, lights, body panels, seats, and more. A ballet of suspended racks of components automatically lower themselves from the ceiling at precisely the right location for workers to pluck the parts from the air and install them on the scooters. Everything is designed to be as efficient and comfortable as possible, with very little need to bend over or strain.

From what I could tell, a new electric bike rolled off the line around once every 25-30 seconds or so, while an electric moped rolled off the line every 40 seconds.

It looked like it took around 20 minutes for a bare moped frame to work its way down the assembly line and roll off the ramp at the end as a fully functional electric scooter.

The three-wheelers seem to take longer, with one e-trike rolling off the line around every five minutes.

From there, still, more workers receive the scooters and begin going through a several dozen-point inspection to ensure that everything has been assembled correctly and all of the scooter’s functions are working properly. Things like wheel alignment, torque spec, electrical connections, lighting/sound levels, and many other important areas are all examined as part of the end-of-line quality inspections.

Once the vehicles get the seal of approval, they’re walked over to yet another aerial lift that slowly plucks them from the ground and soars them through the air to another part of the factory.

Each of the buildings is connected by a series of catwalk-style sky bridges. There, the tracks suspending the finished vehicles can pass from building to building without actually going outside. In this way, parts and vehicles can move between different areas of the sprawling complex even while it is raining or snowing.

I mentioned a football field in the middle of this factory building, and I wasn’t kidding. There’s an entire turf field in there. In fact, it used to be real grass, but that required opening the skylights for good sun exposure, which the workers said made the building quite hot in the summer. So instead, they turned it into a turf field.

It gets used for a number of different events, from playing sports on breaks to hosting company events and unveiling. When I passed through, there were several models of electric scooters still set up on the field from a recent event. You can see the field in my video at the top of this article.

There’s also a library at the end of the field, featuring around a dozen shelves of books set up in a rectangle to create a little reading room complete with tables and chairs. Workers can read the books there or they can take any books they like (there’s no charge and the books are regularly replaced by the company).

Robotically laser-cut frame members are smooth and perfect, every time

The last area I had the chance to see in the factory was a staging zone for finished three-wheelers that were ready to be trucked away to local stores (Yadea counts over 40,000 brand stores around the world). There was also a display set up showing raw materials from various stages of production, from bare steel tubes to coated frame members and painted panels. They highlighted the quality of each step, such as how the bare frame tubes are laser cut so precisely that the edges are smooth and feel like a factory edge.

Despite wearing my journalist/YouTuber hat most of the time these days, I do in fact have a mechanical engineering degree on my desk that I occasionally get a chance to dust off. As a younger man, I also spent years working as a machinist in a machine shop and I previously ran my own manufacturing operations, so I have at least a cursory knowledge of what I was looking at for each production step around the factory.

I can tell you that of all the light electric vehicle factories I’ve visited in several countries around the world, I’ve never seen an operation run more professionally than what I saw at Yadea. The attention to detail, the level of automation, and even the consideration of workers’ needs, it was all simply above and beyond anything I’ve seen before.

And that was all before lunch!

With the first part of the tour finished, we headed to the employee cafeteria where I got to choose whatever I wanted from a wide a la carte menu. This also surprised me.

While I didn’t expect the workers to be eating gruel, I was caught off-guard at just how good the food was! And this wasn’t some visiting guest cafeteria (many factories have VIP cafeterias off to the side, and I’ve eaten in those before). I was eating where all the factory workers eat, the people’s cafeteria, the great equalizer. And I know that because my entire lunch was spent with hundreds of people staring at me as the only white guy in the room. I definitely caught a few folks taking pictures of me. It’s cool though, I just told them I’m Keanu Reeves.

After lunch, and having already seen how and where Yadea’s vehicles are produced, I had a blast spending the rest of the afternoon test-driving most of them!

The factory tour was impressive, but it’s on the company’s vehicle testing area and proving grounds that I had the most fun! To hear how that went, you’ll have to stay tuned in for Part Two of this story, coming in another couple days (or you can just watch the video at the top of this article, which includes both parts together for a major sneak peak!).

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Volvo set to ditch LiDAR for 2026 – and Luminar is BIG mad

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Volvo set to ditch LiDAR for 2026 – and Luminar is BIG mad

It seems like the writing was already on the wall last week when Volvo moved to make its Luminar-supplied LiDAR system an option – there are now reports that the Swedish car brand is set to ditch LiDAR tech entirely in 2026.

In a recent SEC filing following a missed interest payment on its 2L notes, Luminar confirmed that Volvo’s new ES90 and EX90 flagship models (along with the new Polestar 3) would no longer be offered with LiDAR from Luminar. The move signals a full reversal on the safety tech that had started as standard equipment, then became an option, and is now (according to reports from CarScoops) gone altogether.

In a statement, a Volvo Cars USA spokesperson added the decision was reportedly made, “to limit the company’s supply chain risk exposure, and it is a direct result of Luminar’s failure to meet its contractual obligations to Volvo Cars.”

This is what Luminar had to say about the current, icy state of the two companies’ relationship as of the 31OCT filing:

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The Company’s largest customer, Volvo Cars (“Volvo”), has informed us that, beginning in April 2026, Volvo will no longer make our Iris LiDAR standard on its EX90 and ES90 vehicles (although Iris will remain an option). Volvo also informed the Company that it has deferred the decision as to whether to include LiDAR, including Halo (Luminar’s next generation LiDAR under development), in its next generation of vehicles from 2027 to 2029 at the earliest. As a result of these actions, the Company has made a claim against Volvo for significant damages and has suspended further commitments of Iris LiDAR products for Volvo pending resolution of the dispute. The Company is in discussions with Volvo concerning the dispute; however, there can be no assurance that the dispute will be resolved favorably or at all. Furthermore, there can be no guarantee that any claim or litigation against Volvo will be successful or that the Company will be able to recover damages from Volvo.

As a result of the foregoing, the Company is suspending its guidance for the fiscal year ending December 31, 2025.

LUMINAR

On November 14, Luminar confirmed that Volvo had terminated its contract altogether, in a blow that could leave Luminar rethinking its long-term future and planning litigation against its biggest ex-customer.

The news follows a host of significant upgrades to the EX90 that include a new, more dependable electronic control module (ECM) and 800V system architecture for faster charging and upgraded ADAS that improves the automatic emergency steering functions and Park Pilot assistant.

Electrek’s Take


You can’t spend years telling everyone you’re miles ahead because you have LiDAR, then ditch LiDAR, and pretend no one is going to call you out on it. They had better hope they don’t up on Mark Rober’s YouTube channel doing a Wile E. Coyote impression (above).

That said, it’ll be interesting to see if ditching the LiDAR has a negative impact there. Or, frankly, whether ditching the LiDAR and its heavy compute loads will actually help mitigate some of the EX90’s niggling software issues. It could go either way, really – and I’m not quite sure which it will be. Let us know which way you think it’ll go in the comments.

SOURCE: Luminar, via SEC filing; featured image by Volvo.


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John Deere electric riding mower gets removable batteries from EGO

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John Deere electric riding mower gets removable batteries from EGO

The new John Deere Z370RS Electric ZTrak zero turn electric riding mower promises all the power and performance Deere’s customers have come to expect from its quiet, maintenance-free electric offerings – but with an all new twist: removable batteries.

The latest residential ZT electric mower from John Deere features a 42″ AccelDeep mower deck for broad, capable cuts through up to 1.25 acres of lawn per charge, which is about what you’d expect from the current generation of battery-powered Deeres – but this is where the new Z370RS Electric ZTrak comes into its own.

Flip the lid behind the comfortably padded yellow seat and you’ll be greeted by six (6!) 56V ARC Lithium batteries from electric outdoor brand EGO. Those removable batteries can be swapped out of the Z370RS for fresh ones in seconds, getting you back to work in less time than it takes to gravity pour a tank of gas.

And, because they’re EGO batteries, they can be used in any 56V-powered EGO-brand tools and minibikes for unprecedented cross-brand interoperability. Tools and minibikes that, it should be noted, can be purchased at John Deere dealers across the country.

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The upsell scripts write themselves, kids. And when you start your dialing, tell your prospective customers their new Z370RS Electric ZTrak electric mower lists for $6,499, and if you order now we can bundle it with EGO minibike for the kiddos – just in time for the holidays!

Electrek’s Take


When John Deere launched the first Z370R, Peter Johnson wrote that electrifying lawn equipment needs to be a priority, citing EPA data that showed gas-powered lawnmowers making up five percent of the total air pollution in the US (despite covering far less than 5% of the total miles driven on that gas). “Moreover,” he writes, “it takes about 800 million gallons of gasoline each year (with an additional 17 million gallons spilled) to fuel this equipment.”

It should go without saying, then, that states like California, which are banning small off-road combustion engines, have the right idea.

SOURCE | IMAGES: John Deere.


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Daimler CEO just dropped some pretty WILD pro-hydrogen claims [update]

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Daimler CEO just dropped some pretty WILD pro-hydrogen claims [update]

Daimler Truck AG CEO Karin Rådström hopped on LinkedIn today and dropped some absolutely wild pro-hydrogen talking points, using words like “emotional” and “inspiring” while making some pretty heady claims about the viability and economics of hydrogen. The rant is doubly embarrassing for another reason: the company’s hydrogen trucks are more than 100 million miles behind Volvo’s electric semis.

UPDATE 22NOV2025: Daimler just delivered five new hydrogen semis for trials.

While it might be hard to imagine why a company as seemingly smart as Daimler Truck AG continues to invest in hydrogen when study after study has shut down its viability as a transport fuel, it makes sense when you consider that the Kuwait Investment Authority (KIA) holds approximately 5% of Daimler and parent company Mercedes’ shares.

That’s not a trivial stake. Indeed, 5% is enough to make KIA one of the few actors with both the access and the motivation to shape conversations about Daimler’s long-term technology bets, and as a major oil-producing country whose economy would undoubtedly take a hit if oil demand plummeted, any future fuel that’s measured molecules instead of electrons isn’t just a concept for the Kuwaiti economy: it’s a lifeline.

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What’s more, Kuwait’s “Oil Strategy 2040” includes plans to nearly double crude oil production and invest billions of dollars in new oil extraction projects and downstream refining facilities, even as the rest of the world rushes to decarbonize.

In that context, the push to make hydrogen seem like an attractive decarbonization option makes more sense. So, instead of giving Daimler’s hydrogen propaganda team yet another platform to try and convince people that hydrogen might make for a viable transport fuel eventually by giving five Mercedes-Benz GenH2 semi trucks to its customers at Hornbach, Reber Logistik, Teva Germany with its brand ratiopharm, Rhenus, and DHL Supply Chain, I’m just going to re-post Daimler CEO Karin Rådström’s comments from Hydrogen Week.

You let me know if they sound any more credible now that there are five (5!) whole trucks on the road.


Earlier this month, Daimler Truck AG issued a press release entitled, “Five and a Half Times Around the World: Daimler Truck Fuel Cell Trucks Successfully Complete More Than 225,000 km (~139,000 miles) in Real-World Customer Operations.” Don’t bother looking for it on Electrek, though. I didn’t run it. And I didn’t run it because, frankly, a fleet of over-the-road semi trucks managing to cover a little over half the number of miles that David Blenkle put on his single Ford Mustang Mach-E isn’t particularly impressive.

In the meantime, Daimler competitors like Volvo, Renault, and even tiny Motiv are racking up millions and millions of all-electric miles and MAN Truck CEO Alexander Vlaskamp is saying that it’s impossible for hydrogen to compete with batteries. Heck, even Daimler’s own eActros BEV semi trucks are putting up better numbers than those hydrogen deals.

So, why then is Rådström pouring on the hydrogen love over at LinkedIn?

For some reason – posts about hydrogen always stir up emotions. I think hydrogen (not “instead of” but “in parallel to” electric) plays a role in the decarbonization of heavy duty transport in Europe for three reasons:

  1. If we would go “electric only” we need to get the electric grid to a level where we can build enough charging stations for the 6 million trucks in Europe. It will take many years and be incredibly expensive. A hydrogen infrastructure in parallel will be less expensive and you don’t need a grid connection to build it, putting 2000 H2 stations in Europe is relatively easy.
  2. Europe will rely on import of energy, and it could be transported into Europe from North Africa and Middle East as liquid hydrogen. Better to use that directly as fuel than to make electricity out of it.
  3. Some use cases of our customers are better suited for fuel cells than electric trucks – the fuel cell truck will allow higher payload and longer ranges.

At European Hydrogen Week, I saw firsthand the energy and ambition behind Europe’s net-zero goals. It’s inspiring—but also a wake-up call. We’re not moving fast enough.

What we need:

  • Large-scale hydrogen production and transport to Europe
  • A robust refueling network that goes beyond AFIR
  • And real political support to make it happen – we need smart, efficient regulation that clears the path instead of adding hurdles.

To show what’s possible, we brought our Mercedes-Benz GenH2 to Brussels. From the end of 2026, we’ll deploy a small series of 100 fuel cell trucks to customers.

Let’s build the infrastructure, the momentum, and the partnerships to make zero-emission transport a reality. 🚛 and let’s try to avoid some of the mistakes that we see now while scaling up electric. And let’s stop the debate about “either or”. We need both.

KARIN RÅDSTRÖM

Commenters were quick to point out that Daimler recently received €226M in grants from German federal and state governments to build 100 fuel cell trucks – but, while Daimler for sure doesn’t want to give back the money, it’s also pretty difficult to believe that Rådström’s pro-hydrogen posturing is sincere.

Especially since most of it seems like nonsense.

We’re not doing any of that


Daimler CEO at European Hydrogen Week; via LinkedIn.

At the risk of sounding “emotional,” Rådström’s claims that building a hydrogen infrastructure in parallel will be less expensive than building an electrical infrastructure, and that “you don’t need a grid connection to build it,” are objectively false.

Further, if her claim that “putting 2,000 H2 stations in Europe is relatively easy” isn’t outright laughable, it’s worth noting that Europe had just 265 hydrogen filling stations in operation in 2024 (and only 40% of those, or about 100, were capable of serving HD trucks). At the same time, the IEA reported that there are nearly five million public charging ports already in service on the continent.

Next, the claim that, “Europe will rely on import of energy, and it could be transported into Europe from North Africa and Middle East as liquid hydrogen” (emphasis mine), is similarly dubious – especially when faced with the fact that, in 2023, wind and solar already supplied about 27–30% of EU electricity.

I will agree, however, with one of Rådström’s claims. She notes that, “some use cases of our customers are better suited for fuel cells than electric trucks – the fuel cell truck will allow higher payload and longer ranges.” That’s debatable, but widely accepted as true … for now. Daimler’s own research into lighter, more energy-dense, and lower-cost solid-state battery technology, however, may mean that it won’t be true for long, however.

Unless, of course, Mercedes’ solid-state batteries don’t work (and she would know more about that than I would, as a mere blogger).

Electrek’s Take


Mahle CEO: "We will fail if we don't use blue hydrogen"
Via Mahle.

As you can imagine, the Karin Rådström post generated quite a few comments at the Electrek watercooler. “Insane to claim that building hydrogen stations would be cheaper than building chargers,” said one fellow writer. “I’m fine with hydrogen for long haul heavy duty, but lying to get us there is idiotic.”

Another comment I liked said, “(Rådström) says that chargers need to be on the grid – you already have a grid, and it’s everywhere!”

At the end of the day, I have to echo the words of one of Mercedes’ storied engineering partners and OEM suppliers, Mahle, whose Chairman, Arnd Franz, who that building out a hydrogen infrastructure won’t be possible without “blue” H made from fossil fuels as recently as last April, and maybe that’s what this is all about: fossil fuel vehicles are where Daimler makes its biggest profits (for now), and muddying the waters and playing up this idea that we’re in some sort of “messy middle” transition makes it just easy enough for a reluctant fleet manager to say, “maybe next time” when it comes to EVs.

We, and the planet, will suffer for such cowardice – but maybe that’s too much malicious intent to ascribe to Ms. Rådström. Maybe this is just a simple “Hanlon’s razor” scenario and there’s nothing much else to read into it.

Let us know what you think of Rådström’s pro-hydrogen comments, and whether or not Daimler’s shareholders should be concerned about the quality of the research behind their CEO’s public posts, in the comments section at the bottom of the page.

SOURCE | IMAGES: Karin Rådström, via LinkedIn.


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