According to a recent filing with China’s Ministry of Industry and Information Technology, NIO intends to sell three existing EV models with expanded battery capabilities provided by solid-state battery developer WeLion. The filing matches with previous statements from NIO’s founder that consumers could see solid-state powered EVs this summer.
Although many promised EV technologies have been delivered and continue to evolve, solid-state batteries remain an aspiration by many. Although they are closer than ever, no one has yet to reach scaled production of solid-state cells… at least not to the magnitude or, more importantly, at cost parity with traditional lithium-ion batteries used by most automakers.
We at Electrek have covered the progress of several solid-state battery developers that are closer than ever to delivering commercial-grade EV-specific cells. This includes Quantumscape in the US and WeLion in China. Overseas last November, the latter company rolled its first solid-state cells off its assembly line before first deliveries to EV manufacturer NIO.
NIO’s relationship with WeLion dates back years, even before the automaker unveiled its ET7 sedan in early 2021 during a presentation that also included plans for a 150-kWh solid-state pack. We’ve seen deliveries of the NIO ET7 commence in both China and Europe, but no models with the energy-dense packs just yet.
We haven’t forgotten, and neither has NIO, as its latest filing with the Chinese government says those new battery packs may be closer to reaching the market than ever. Here’s the latest.
NIO filing hints at solid-state battery upgrades from WeLion
On May 9, China’s Ministry of Industry and Information Technology released its latest list of vehicle models slotted to be sold in the country, which also included hundreds of additional filings for specification changes on existing vehicles for public feedback – a key regulatory process in China.
As CnEVPostpoints out, NIO filed for an expansion of the specification information pertaining to three existing models – more specifically, the battery information section. The new filing does not mention solid-state batteries specifically but states that NIO models are receiving battery upgrades using cells from Huzhou WeLion Technology Co Ltd. – a wholly-owned subsidiary of NIO’s current semi-solid-state battery supplier, Beijing WeLion New Energy Technology.
The filing states that two NIO SUVs and one sedan will receive the battery upgrades. Recognizable vehicle names were not used. Instead, the model numbers were coded as HFC6502ECSEV9-W, HFC6502ECSEV5-W, and HFC7002CSEV1-W.
The aforementioned ET7 may not necessarily be the NIO EV to see the new energy-dense pack, but the sedan remains attached to the technology as the automaker announced plans for a 150-kWh solid-state pack during the same presentation in early 2021.
NIO hasn’t mentioned much progress since then, at least not until this past February, when the company’s founder and president, Qin Lihong, publicly stated that NIO owners will be able to start experiencing the 150-kWh pack this summer. One huge asterisk is that the 150-kWh pack could cost as much as an entire ET5 sedan, meaning cost parity with current battery chemistry remains lightyears away.
Now that the official filings have been made, it appears that at least three NIO models powered by solid-state cells are imminent and could, in fact, reach the market this summer. We won’t know for sure until we hear it directly from NIO, but this is an exciting prospect nonetheless.
Electrek’s take
Solid-state technology remains the carrot perpetually dangled in front of the EV industry and enthusiasts alike, even as it progresses. I would not be surprised at all if China is the first market to truly deliver commercially scaled solid-state cells in passenger EVs, but I’m curious about what sort of performance they will deliver in the beginning.
A 150-kWh battery pack is quite large, but with more energy-dense cells, I’d imagine NIO can deliver a similar weight (or likely less) for even more efficient power. That means lighter, less volatile EVs that will likely be able to travel further and charge faster. Or perhaps that’s optimistic reverie.
We really won’t know the scope of this battery transition and how significant it is (or isn’t) until NIO shows its cards, but it feels like it could happen in the next few months. We do know that it won’t be cheap, so I’d expect only a limited number of passenger vehicles to actually hit the roads in China.
I’m certainly getting ahead of myself, but it’s an interesting thought that if NIO does, in fact, deliver solid-state EVs in China, we could see them shipped to Europe thereafter, meaning both Chinese and EU markets could see solid-state-powered EVs driving around before the US.
Let’s wait and see what sort of heat WeLion and NIO are actually packing. I’ll keep an eye on this.
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Corporate America is investing in clean energy at record levels, with tech giants taking the top spots for users of solar.
Meta, Google, and Amazon are leading the charge in solar and battery storage adoption, according to the Solar Energy Industries Association’s (SEIA’s) latest “Solar Means Business” report.
Meta continues to hold the title of the top solar user in corporate America, with nearly 5.2 gigawatts (GW) of solar capacity installed. Meanwhile, Google leads the way in energy storage, boasting 936 megawatt-hours (MWh) of installed battery capacity. Through the first quarter of 2024, these companies have added the most solar capacity to their electricity portfolios, with major players like General Motors, Toyota, and US Steel also climbing the ranks.
The report reveals that US businesses have installed nearly 40 GW of solar capacity both onsite and offsite through Q1 2024, and corporate storage use now exceeds 1.8 gigawatt-hours (GWh). Even more growth is coming: Companies have over 3 GWh of battery storage under contract that will come online in the next five years.
“Some of the largest industrial and data operations in the world continue turning to solar and storage as a reliable, low-cost way to power their operations,” said SEIA president and CEO Abigail Ross Hopper.
Technology companies are at the forefront of this shift as data center growth drives skyrocketing electricity demand. Amazon, for example, leads the US with 13.6 GW of solar procurements under contract, while Meta and Google each have nearly 6 GW under contract – pipelines over 10 times larger than the next company in the rankings.
Target remains the US’s leading onsite corporate solar user for the ninth year in a row, with Prologis, Walmart, Amazon, and Blackstone also making the top five. For the first time, the “Solar Means Business” report is also tracking corporate battery energy storage, with Google, Apple, Meta, Target, Walmart, Home Depot, and Kohl’s among the top 10 companies using storage to meet more of their energy needs in real-time.
Looking ahead, both offsite and onsite energy storage are expected to play a bigger role in corporate renewable energy strategies. Medical companies like Kaiser Permanente are already using batteries to power microgrids, making their facilities more resilient to outages.
Carolyn Campbell, Meta’s head of clean and renewable energy, East, highlighted the importance of expanding solar capacity to match the company’s global operations with 100% clean energy: “We’re thrilled to rank number one for corporate solar procurement in SEIA’s report this year, and we continue to find ways to grow the grid to benefit everyone.”
Target’s vice president of property management, Erin Tyler, said of Target’s 20-year-old solar program, “Through our commitment to solar, we’re well on our way to achieving our corporate goal of sourcing 100% of electricity from renewable sources by 2030.”
The “Solar Means Business” report also looks at the policies driving corporate America’s adoption of solar. Many companies are taking advantage of the Inflation Reduction Act’s long-term clean energy incentives. To further accelerate their renewable energy investments, businesses are calling for improvements in interconnection processes, new community solar legislation, and simpler tax credit monetization.
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Volkswagen Group Africa has officially begun production of a modern electric farm tractor at its multifunctional facility in Gashora, Rwanda in a bid to advance modern, low-emission agricultural initiatives in Africa.
Part of a larger Rwandan initiative called the GenFarm Project, the new VW tractor is part of a “holistic ecosystem” of electrified farming machinery set to be used throughout rural Africa – where liquid fossil fuels are often just as difficult to come by as electricity. The goal is to provide machinery that’s both sustainable and reliable.
“We are growing our footprint in Africa and regard Rwanda as a key growth market. This project demonstrates our commitment to sustainable practices and highlights our ability to provide mobility solutions to the rural community in addition to the urban community currently serviced by our Volkswagen Mobility Solutions Rwanda business,” explains Martina Biene, Volkswagen Group Africa Chairperson and Managing Director. “The GenFarm Project fosters technological innovation and aligns with Volkswagen Group’s strategy to generate meaningful value for both society and the environment through sustainable mobility.”
The GenFarm project will eventually provide mobility services for transportation of goods and people. In June 2023, Volkswagen Group Africa signed a Memorandum of Understanding (MoU) with the Government of Rwanda to provide land for the establishment of the GenFarm Project.
The Volkswagen tractors’ electric motor produces 20 kW (about 27 hp), making it about the same size as the Solectrac product (which hasn’t worked out well in the US, it must be said). That motor gets its electrons from a 32 kWh swappable battery. Batteries are swapped/charged at the Empowerment Hub to minimize downtime. DC fast charging isn’t available, but the relatively small, swappable batteries (hopefully) mean that’s not much of a problem.
The GenFarm project hopes the new VW electric tractor will help clean up Rwanda’s agricultural sector, which currently accounts for some 25% of the national Gross Domestic Product.
Electrek’s Take
We’ve talked a lot about the lack of new farmers in America, but the problem is global – especially as western companies, and western ideas about consumerism, continue to spread. Products like this electric tractor from VW will make farming cleaner, quieter, and (hopefully) more attractive to young workers.
A new, all electric Peterbilt 579EV is in-service at Honda’s Lincoln, Alabama assembly plant, where it’s busy transporting newly-built Honda cars from the plant to a nearby railhead for shipment to dealers across the country.
Part of a pilot program between Honda, Alabama Power, and Virginia Transportation Corp., the new electric semi truck will help stakeholders gather data about the practicality and performance of the battery-powered Pete and use it to generate case studies for broader electrification initiatives. Other supporters of the pilot project include the Alabama Clean Fuels Coalition and, of course, Peterbilt.
“We remain committed to delivering for our customers and the environment,” offered Leo Doire, owner and CEO of Virginia Transportation Corp. “Our new Peterbilt 579EV model will be tested to determine how well it performs against the high productivity demands of our operations. The partners we have at the table will help us maximize this opportunity and prepare to scale up if we get the results we are hoping for.”
The truck itself has been spec’ed to be perfect for the kind of short haul and drayage applications Honda has in mind. This particular Peterbilt 579EV is fitted with PACCAR’s 400 kWh battery and a 670 hp electric motor good for an impressive 2,050 lb-ft of peak torque at 0 rpm.
The truck offers 150 miles of operating range and can be charged in about 3 hours on a 120 kW charger installed specifically for that purpose. A charger, it should be noted, that was partially paid for by Alabama Power.
“Alabama Power’s ‘Make Ready’ program provides businesses with valuable rebates to help reduce the upfront costs of installing EV infrastructure,” says Alabama Power Electric Transportation Manager Hasin Gandhakwala. “We are committed to partnering with customers who are exploring state and federal grant opportunities. Alabama Power is dedicated to advancing EV technologies to better serve the needs of our customers.”
With the big Pete’s 82,000 lb. GVWR and 150 miles of range between charging sessions, it seems like these guys will be making a lot of back-and-forth runs between the Honda plant and the CSX terminal to me. Here’s hoping they see the benefits of electrifying the rest of their vehicle transport fleets somewhat sooner than later.