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General Motors (GM) is halting production at its CAMI EV assembly plant in Ingersoll, ON, Canada, for the month amid overwhelming demand for its Ultium battery platform.

During an interview last month, GM’s CEO Mary Barra explained battery production as the factor limiting them from scaling production.

GM sold a total of 15,652 EVs in the second quarter of this year. However, nearly 14K were Chevy Bolt EV or EUV models, which GM is discontinuing later this year (at least in its current form).

The move comes as GM shifts to an all-Ultium-based lineup to streamline production. Meanwhile, the transition has been anything but efficient.

After launching its first Ultium-based EV, the GMC Hummer EV pickup, in late 2021, GM sold a total of two in the first three months of the year and 47 in Q2, down 83% YOY.

Its second electric model powered by the Ultium system, the Cadillac Lyiq, hasn’t faired much better. GM sold 1,348 Lyriq models in the second quarter after selling 968 through the first three months of 2023.

To help fill the gap left by the Bolt EV/EUV, GM is launching three high-volume Ultium electric cars this year. These include the Silverado EV, Equinox EV, and Blazer EV.

GM’s EV battery production challenges

According to the union representing workers at the CAMI EV assembly plant (via The London Free Press), GM is unexpectedly halting production for the month due to a battery shortage.

After announcing a CAD 1 billion (roughly $750 million) investment to convert the assembly plant last year, GM said it would begin production of its BrightDrop electric delivery vans in December 2022. Following retooling the plant this past spring and summer, the first 50 BrightDrop EV vans were deployed from the facility in June.

GM-EV-battery-production-1
The first BrightDrop Zevo 600 rolled off the CAMI production line (Source: GM Canada)

Unifor Local 88 chairperson Mike Van Boekel said, high demand and limited production ability is the reason for the shutdown. Although “sales are through the roof” and “things are good,” he explained:

They’re out at all GM plants, they need batteries and it stems from a raw material bottleneck.

GM is in the process of building more battery capacity, but “it doesn’t happen overnight,” Van Boekel added.

According to the report, workers are expected to return to work at the CAMI assembly plant on July 31. Sources close to the facility report GM is building a 400,000 square feet addition to assemble its own batteries to support BrightDrop production.

GM-EV-battery-production
(Source: BrightDrop)

The CAMI facility is building electric delivery vans for FedEx, Walmart, Hertz, Verizon, DHL Canada, and more.

GM currently has one battery plant building Ultium batteries in Warren, OH, which began production last fall. It has three more planned. Its second is expected to start operations later this year in Spring Hill, TN, while its third in Lansing, MI, is slated to open in 2024.

The automaker revealed plans for its fourth last month, a $3 billion plant in Indiana. Altogether, GM expects around 160 GWh of battery cell capacity when all plants are up and running.

Electrek’s Take

Although the demand is there for GM’s electric models (CAMI has about four years’ worth of backlog), the automaker is taking the easy route and filling in with ICE vehicle sales until battery production comes online.

Of the 691,978 vehicles sold in the second quarter, only 15.6K were fully electric, accounting for 2.26%, down from 3.4% in Q1. With plans for four battery plants total, hopefully, GM can turn things around quickly.

Casey Selecman, powertrain forecasts director with AutoForecast Solutions, said, “My guess is this is a short-term issue. There’s nothing on my radar about shutdowns elsewhere.” However, as he added, “Everyone is up against it globally, there are looming threats of shortages for nickel, lithium, graphite and cobalt.” We’ll keep you updated on more about the situation.

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Europe’s wind power hits 20%, but 3 challenges stall progress

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Europe’s wind power hits 20%, but 3 challenges stall progress

Wind energy powered 20% of all electricity consumed in Europe (19% in the EU) in 2024, and the EU has set a goal to grow this share to 34% by 2030 and more than 50% by 2050.

To stay on track, the EU needs to install 30 GW of new wind farms annually, but it only managed 13 GW in 2024 – 11.4 GW onshore and 1.4 GW offshore. This is what’s holding the EU back from achieving its wind growth goals.

Three big problems holding Europe’s wind power back

Europe’s wind power growth is stalling for three key reasons:

Permitting delays. Many governments haven’t implemented the EU’s new permitting rules, making it harder for projects to move forward.

Grid connection bottlenecks. Over 500 GW(!) of potential wind capacity is stuck in grid connection queues.

Slow electrification. Europe’s economy isn’t electrifying fast enough to drive demand for more renewable energy.

Brussels-based trade association WindEurope CEO Giles Dickson summed it up: “The EU must urgently tackle all three problems. More wind means cheaper power, which means increased competitiveness.”

Permitting: Germany sets the standard

Permitting remains a massive roadblock, despite new EU rules aimed at streamlining the process. In fact, the situation worsened in 2024 in many countries. The bright spot? Germany. By embracing the EU’s permitting rules — with measures like binding deadlines and treating wind energy as a public interest priority — Germany approved a record 15 GW of new onshore wind in 2024. That’s seven times more than five years ago.

If other governments follow Germany’s lead, Europe could unlock the full potential of wind energy and bolster energy security.

Grid connections: a growing crisis

Access to the electricity grid is now the biggest obstacle to deploying wind energy. And it’s not just about long queues — Europe’s grid infrastructure isn’t expanding fast enough to keep up with demand. A glaring example is Germany’s 900-megawatt (MW) Borkum Riffgrund 3 offshore wind farm. The turbines are ready to go, but the grid connection won’t be in place until 2026.

This issue isn’t isolated. Governments need to accelerate grid expansion if they’re serious about meeting renewable energy targets.

Electrification: falling behind

Wind energy’s growth is also tied to how quickly Europe electrifies its economy. Right now, electricity accounts for just 23% of the EU’s total energy consumption. That needs to jump to 61% by 2050 to align with climate goals. However, electrification efforts in key sectors like transportation, heating, and industry are moving too slowly.

European Commission president Ursula von der Leyen has tasked Energy Commissioner Dan Jørgensen with crafting an Electrification Action Plan. That can’t come soon enough.

More wind farms awarded, but challenges persist

On a positive note, governments across Europe awarded a record 37 GW of new wind capacity (29 GW in the EU) in 2024. But without faster permitting, better grid connections, and increased electrification, these awards won’t translate into the clean energy-producing wind farms Europe desperately needs.

Investments and corporate interest

Investments in wind energy totaled €31 billion in 2024, financing 19 GW of new capacity. While onshore wind investments remained strong at €24 billion, offshore wind funding saw a dip. Final investment decisions for offshore projects remain challenging due to slow permitting and grid delays.

Corporate consumers continue to show strong interest in wind energy. Half of all electricity contracted under Power Purchase Agreements (PPAs) in 2024 was wind. Dedicated wind PPAs were 4 GW out of a total of 12 GW of renewable PPAs. 

Read more: Renewables could meet almost half of global electricity demand by 2030 – IEA


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Podcast: New Tesla Model Y unveil, Mazda 6e, Aptera solar car production-intent, more

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Podcast: New Tesla Model Y unveil, Mazda 6e, Aptera solar car production-intent, more

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss the official unveiling of the new Tesla Model Y, Mazda 6e, Aptera solar car production-intent, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:

We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

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BYD’s new Han L EV just leaked in China and it’s a monster

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BYD's new Han L EV just leaked in China and it's a monster

The Chinese EV leader is launching a new flagship electric sedan. BYD’s new Han L EV leaked in China on Friday, revealing a potential Tesla Model S Plaid challenger.

What we know about the BYD Han L EV so far

We knew it was coming soon after BYD teased the Han L on social media a few days ago. Now, we are learning more about what to expect.

BYD’s new electric sedan appeared in China’s latest Ministry of Industry and Information Tech (MIIT) filing, a catalog of new vehicles that will soon be sold.

The filing revealed four versions, including two EV and two PHEV models. The Han L EV will be available in single- and dual-motor configurations. With a peak power of 580 kW (777 hp), the single-motor model packs more power than expected.

BYD’s dual-motor Han L gains an additional 230 kW (308 hp) front-mounted motor. As CnEVPost pointed out, the vehicle’s back has a “2.7S” badge, which suggests a 0 to 100 km/h (0 to 62 mph) sprint time of just 2.7 seconds.

BYD-Han-L-EV
BYD Han L EV (Source: China MIIT)

To put that into perspective, the Tesla Model S Plaid can accelerate from 0 to 100 km in 2.1 seconds. In China, the Model S Plaid starts at RBM 814,900, or over $110,000. Speaking of Tesla, the EV leader just unveiled its highly anticipated Model Y “Juniper” refresh in China on Thursday. It starts at RMB 263,500 ($36,000).

BYD already sells the Han EV in China, starting at around RMB 200,000. However, the single front motor, with a peak power of 180 kW, is much less potent than the “L” model. The Han EV can accelerate from 0 to 100 km/h in 7.9 seconds.

BYD-Han-L-EV
BYD Han L EV (Source: China MIIT)

At 5,050 mm long, 1,960 mm wide, and 1,505 mm tall with a wheelbase of 2,970 mm, BYD’s new Han L is roughly the size of the Model Y (4,970 mm long, 1,964 mm wide, 1,445 mm tall, wheelbase of 2,960 mm).

Other than that it will use a lithium iron phosphate (LFP) pack from BYD’s FinDreams unit, no other battery specs were revealed. Check back soon for the full rundown.

Source: CnEVPost, China MIIT

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