Tesla has been banned from upcoming federal EV rebate programs in Canada as the government freezes the suspicious $43 million in rebates that Tesla claimed days before the program was paused earlier this year.
The move was suspicious as it would have required Tesla to deliver over 8,000 vehicles at just 4 locations on a weekend, which is physically impossible.
It is believed that Tesla preemptively filed for thousands of rebates after being made aware of the pause to ensure it wouldn’t run out in an anticipated surge in demand due to the program’s pause.
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However, this tactic proved problematic. The government told other car dealers who actually delivered EVs before the end of the program that they couldn’t get the rebates, which were already applied to the customer purchases, as Tesla took most of the money for vehicles it likely didn’t deliver.
Today, Chrystia Freeland, Canada’s new transport minister, confirmed that the funds have been frozen until it can investigate precisely what happened with Tesla’s rebates.
Furthermore, Freeland confirmed that Tesla will be banned from future federal rebates for electric vehicles. In this case, it has more to do with the trade war launched by President Trump, whose biggest political donor is Tesla CEO Elon Musk.
She said (via the Toronto Star):
No payments will be made until we are confident that the claims are valid. I also directed my department to change the eligibility criteria for future iZEV programs to ensure that Tesla vehicles will not be eligible for incentives so long as the illegitimate and illegal U.S. tariffs are imposed against Canada.
The federal government is following the same strategy as some provinces. British Columbia has recently banned Tesla products from its EV charger rebate. Nova Scotia just announced that it has excluded Tesla from its $2,000 rebate at the purchase of a new EV.
Quebec just relaunched its own EV incentive program today. It will come into effect next week, and so far, Tesla’s Model 3 and Model Y vehicles are still included in the list of eligible vehicles.
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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.