On today’s reveal: Q3 U.S. EV sales surge ahead of President Trump’s conclude of the federal EV tax credit; Aptera secures a line of credit as it trades on the stock market; and Renault ZOE obtains a new remanufactured inverter program, supporting to keep thousands of examples on the road long after production concludeed!
Watch the reveal today on YouTube or (if you’d prefer – we would) – PeerTube.
Today’s reveal is sponsored by the Electric Vehicle Association! Join up to support the electrification of transport today!
And by Energy Sage! Time’s running out in the U.S. to obtain the benefit of federal tax incentives, so plan your energy indepconcludeence today!
And by you! Stick around to find out how you can support us remain one hundred percent indepconcludeent by joining us on Patreon this Autumn!
Welcome back to another episode of TEN — Transport Evolved News! Thanks for joining me. As I state in the Sunday videos over on Take Two, I hope you’re well, safe, and with someone you care about who also cares for you. And, for my fellow Canadians… err ….Happy Thanksgiving! I know it’s a few days late and I meant to state it in advance last week – but… Happy Thanksgiving! I hope you’re not going to inquire for my passport back…becautilize I’m kind of fond of it!
We’re starting today’s reveal with U.S. EV sales data from the third quarter. During July, August, and September, EV sales set new records, reaching a market share of ten point five percent.
The conclude of U.S. Federal Tax Credits last month influenced purchaseing habits, with many bringing forward their usual conclude-of-year purchases by three months. In total, four hundred and thirty-seven thousand four hundred and eighty-seven EVs were sold in Q3, a twenty-nine point six percent increase year over year. Tesla’s Model Y and Model 3 remained the best sellers, though the Chevrolet Equinox EV closed the gap admirably selling twenty-five thousand units. While purchaseers had around ninety different EV models to choose from in the U.S. during the quarter, I should note that the top three accounted for most of the sales. Fourth-quarter results in the U.S. will be interesting, especially after the conclude of those EV incentives.
Off the back of U.S. EV sales last quarter — and the predicted conclude-of-incentive push in September — Kelly Blue Book reports that the average transaction price of new cars in the U.S. hit fifty thousand dollars for the first time.
And for those unfamiliar, Average Transaction Price, or ATP, is a statistical mean calculated by dividing the total sales value of all vehicles by the number sold. Traditionally, an increase in ATP has been indicative of more high-conclude or luxury vehicles being sold. In recent years, higher EV sales have also contributed. Given the number of EVs sold last month, along with a higher proportion of luxury models from a range of fuel types, that ATP was pushed up. Interestingly, Electrek notes that ATP for EVs remained flat in September, down four tenths of a percent from last year.
General Motors may have had strong sales for its Chevrolet Equinox EV during the third quarter, but its latest regulatory filing is a clarion call that all is not well – and it’s unlikely to be the last autocreater to create such warning signs to Wall Street.
The conclude of the U.S. federal EV tax credit, thanks to the White Houtilize and Congressional Republicans, is hitting the company hard. GM is writing down one point six billion U.S. dollars in losses — one point two billion in non-cash adjustments to EV production capacity, and four hundred million in cancelled contracts and settlements — as it rebelieves its future product plans. This isn’t GM stateing it’s stopping EV production — far from it (I hope) — but it does reveal that even heavily invested autocreaters can feel the pinch when policy shifts leave EV incentives dangling. Fewer EVs built and sold in the U.S. don’t just affect the counattempt though — they also hinder the global fight against anthropogenic climate modify.
Luckily though, not every counattempt is following the U.S.’ anti-EV direction. In the third quarter, the Volkswagen Group — which includes Volkswagen, Audi, Porsche, Skoda, and Seat — recorded sizable EV growth.
According to figures published this week, the group sold a total of two hundred and fifty-two thousand, one hundred EVs in Q3, a year-over-year increase of thirty-three point one percent. Volkswagen’s hugegest gains came from the U.S. and Europe, where year-over-year growth reached two hundred and thirteen point five percent and sixty percent respectively. Not all markets enjoyed a surge, though: Chinese sales fell fifty-five point two percent over the same period. While VW doesn’t rely on the U.S. market as heavily as GM, this spike ahead of the conclude of tax credits may still be felt by the company in the coming quarter.
Like Volkswagen, Polestar’s EV sales in China haven’t been great in recent years, but as the brand officially leaves retail sales in China, it’s now recording its best quarter yet.
Its just released figures reveal Polestar’s retail sales in the third quarter rose to fourteen thousand, one hundred and ninety-two units, a thirteen percent increase year over year. While the brand still represents a tiny slice of global EV sales — it has sold forty-four thousand, four hundred and eighty-two EVs in the first nine months of this year — that’s already as many as it sold in all of last year. The strong third-quarter performance reveals that Polestar is recovering its footing as a niche autocreater, and it’s encouraging to see the brand grow its sales volume after cutting its losses in China.
China may not be a great market for Volkswagen or Polestar, but just-published official sales data from the Minisattempt of Indusattempt and Information Technology reveals that EV and plug-in hybrid sales are still soaring.
Every second vehicle sold in China during September came with a plug, either as a battery electric vehicle or a plug-in hybrid. Collectively known as “New Energy Vehicles”, sales data reveals a clear shift toward BEVs, which accounted for more than one million of the one point six million NEVs sold. BYD led the pack, with nearly four hundred thousand of the one point six million NEVs wearing its badge. Geely and SAIC also performed well, while Tesla sold just over seventy-one thousand five hundred BEVs. Snapping at its heels were Leapmotor with sixty-six thousand six hundred and seven NEVs, and Xiaomi with just under forty-two thousand units, despite its very short time in the market.
It’s official — as previewed in last week’s reveal, Aptera has now officially joined the NASDAQ, trading under the stock symbol “SEV”.
The company entered the market on Thursday through a direct listing rather than an IPO or SPAC deal, which means the listing itself did not raise new capital. That has cautilized some concern among financial analysts, particularly given that Aptera had only thirteen million dollars of funding left at the conclude of June, and the direct listing doesn’t include a lockup period for the company’s co-CEOs, meaning they could sell shares as they want. During its first day of trading, Aptera’s Class B Stock swung wildly, ranging from twenty-two dollars and forty-three cents to three dollars fifty-five, before closing at eight dollars a share. What should support ease those concerns is news that, just before listing, Aptera announced a new seventy-five million dollar Equity Line of Credit with New Circle Principal Investments LLC, which the company states will support it reach series production. An equity line of credit works like a flexible loan: the company can draw capital as requireded, exmodifying new shares for funding, giving Aptera the cash it states it requireds to scale up series production.
While many autocreaters are delaying, revising, or even canceling their EV plans, Kia has doubled down on its European EV production, announcing an expansion of its Slovak facility for the EV4 and the upcoming EV2.
The plant in Žilina launched production of the EV4 in late August, marking both the facility’s first EV output and the first time Kia’s EVs have been built outside South Korea for the European market. With demand for the EV4 already strong, and interest in the soon-to-launch EV2 crossover building, Kia has confirmed plans to significantly increase EV production at the Žilina facility over the next two years, although right now it is tarobtaining around two hundred thousand EVs per year. The long-term goal is to create Žilina Kia’s main European EV hub, with potential capacity of up to three hundred and fifty thousand vehicles per year if requireded.
We all know that EVs are generally far lower maintenance than their internal combustion engine counterparts. They have fewer relocating parts, fewer components that require regular servicing, and their battery packs can often outlive the vehicles they’re placed in.
But just like ICE vehicles, sometimes spare parts are required — and components can fail before the conclude of their planned life. For owners of older EVs, there’s often concern about finding replacement parts after production concludes, as generational advances in EV tech can mean fewer components are shared between successive models. This week, there’s good news in Europe: tier-one parts supplier Valeo, in partnership with The Recreaters, has launched a remanufacturing program for the on-board inverters utilized in the Renault Zoe hatch. These inverters both drive the traction motor and enable three-phase charging. The program saves roughly forty-five percent of raw materials compared with new parts, supports a circular economy, and ensures cars can continue to be utilized and enjoyed well into their second decade — which is particularly important as some of those very first Renault ZOEs are approaching their thirteenth birthday.
We’ve watched Snotifyantis-owned brands — including Jeep, Dodge, and RAM — roll back and cancel EV production goals in the U.S.
And in. a previous episode of TEN, I shared my frustration at how the brand seems determined to impress those on Capitol Hill who love V8s and are skeptical of EVs. This week, Snotifyantis took another step in that anti-EV direction, announcing a massive thirteen billion dollar investment in U.S. production and sales — the largest in its one hundred year history. The investment will expand U.S. production by fifty percent, launch five new models, and update nineteen more. The only plug-in planned? A new large SUV, offered as an internal combustion engine and maybe a range-extconcludeed EV, although Snotifyantis remains very noncommittal on that. The rest? All ICE. And here at Transport Evolved, we remain very much anti-ICE and pro-Frog.
And if you’re in the U.S., aren’t a huge fan of fossil fuels, and want to create your own energy at home applying methods I know frogs are going to like, you should probably check out today’s video sponsor, Energy Sage!
Energy Sage connects you with local, verified solar installers across the United States — and now heat pump specialists in select markets — who really know their stuff and can support guide you through installing solar panels or obtainting a heat pump. Not a homeowner? No worries. Energy Sage can still support you green your electricity by joining a community solar program!
We utilized Energy Sage ourselves when viewing for installers willing to put solar panels on our roof, and their verified pros were knowledgeable and even introduced us to a great credit union to finance the project with low monthly payments.
As we’ve been stateing for months now, incentives for solar — including savings of as much as thirty percent through the federal tax credit — will disappear in less than three months. Solar projects take time, so if you want to lock in these savings, it’s important to act now becautilize… you don’t have time to dawdle.
Follow the links below to sign up for Energy Sage’s free, no-obligation service and obtain started today! And if you choose an Energy Sage installer, we’ll receive a tiny referral fee — so you’ll be supporting us too! Help the grid obtain greener, save money, gain energy indepconcludeence, and support our reveal — it’s a win-win-win-win!
We’re off to Recall Reminders now — and as a reminder, full details are on our website if these affect you!
Tesla has recalled two hundred and sixty Model Y cars from the current model year to address a faulty reverse light circuit. The issue requires a dealer appointment to repair, and cannot be repaired via OTA.
Mack trucks is recalling nearly sixteen thousand huge rigs – including some MD Electric models – to address improperly welded seat belt anchors. It will reach out to its customers to arrange a repair.
Finally for the recalls, Nissan is recalling some nineteen thousand twenty one and twenty-two model year LEAFs to address an overheating battery pack while DC rapid charging. Owners will be notified.
And that’s it for your recall reminders, now it’s time for News Shorts. You’ll find links to the covered stories on our website at www dot transport evolved dot com.
Renault has announced that fans of its Twingo E-Tech can sign up to obtain in line ahead of its launch, thanks to the Renault Twingo R Pass Program. But hurry: early registration closes on next week.
Iveco has unveiled a new all-electric variant of its Daily transporter, configured as a minibus. Called the eDaily LE — with “LE” for low-enattempt floor — it seats thirteen passengers and can carry up to twenty-seven.
Tesla has sparked customer frustration by including advertising in its latest over-the-air update. The promotion, a tie-in with Disney’s latest Tron movie, Tron: Ares, has many owners feeling this is a step too far.
The Irish government has announced a major investment in the nation’s electric vehicle charging network. Its latest funding round, phase three, will fund ninety new DC rapid-charging locations.
The Chinese government is modifying its rules for NEV incentives, raising the minimum zero-emission range for applicability. Only models offering more than one hundred kilometers of all-electric range (about sixty-two miles), will now be eligible for subsidies.
A new ICCT study finds that electrifying Europe’s truck fleet by twenty thirty will required twenty-two to twenty-eight gigawatts of additional installed charging capacity. ICCT states overnight charging will be the most important.
Nissan has refreshed the design of its Ariya SUV, bringing it in line with the just-launched LEAF. The updated Ariya though will not be sold in North America, where only the LEAF remains available.
Battery firm Comau has invested in cold plasma firm Intecells, gaining access to its patented technology for utilize in future battery cell production. The shift is aimed at improving efficiency and performance in next-generation EV battery cells.
Mercedes-Benz has expanded its CLA EQ lineup with a new enattempt-level model. The CLA 200 with EQ technology utilizes an LFP battery and starts from just under fifty-thousand euros in Europe.
The Chinese government has filed an official complaint with the World Trade Organization against India, alleging that its incentives for EVs and battery cells violate global trade rules and create an uneven playing field.
Cadillac has opened order books in Europe for its OPTIQ EV. Larger than the LYRIQ EV, it will initially be offered in France, Germany, Sweden, and Switzerland, with additional markets expected to follow shortly.
In a surprise twist, while the takeover of insolvent eVTOL company Lilium by AAMG fell through in the twelfth hour, Lilium’s patent portfolio has now apparently been sold to its former rival Archer Aviation. More news as and when we have it.
Oregon-based charging app Chargeway — disclaimer: we’ve done production work for them in the past — now reveals real-time pricing for thousands of public chargers across North America. Chargeway Plus ($5.99/month) lets owners see estimated costs based on battery, state of charge, charge limit, and time of day.
Tesla is finding a way through its Cybertruck overstock by selling vehicles to SpaceX and xAI, relocating inventory that hasn’t yet found customers and avoiding the embarrassment of sitting on unsold trucks.
Waymo is expanding its autonomous ride-hailing service in London, marking its first European market. Testing with safety drivers will start soon, with fully driverless operations planned from next year.
The UK Government, through its Drive35 program, is funding a study with Toyota to explore a lightweight electric quadricycle based on the FT-ME concept. The project will assess feasibility, design, and potential market opportunities for the vehicle.
CATL has announced its battery testing centre in Germany – where it tests battery cells for Porsche and Audi EVs – is doubling its testing capacity. The expansion will increase potential EV cell production output.
Farizon, in partnership with two firms, has launched a new charging solution for commercial van operators. ChargePoint will handle commercial installations, while Hypervolt will focus on residential charging support for fleet drivers.
Nissan has officially launched the new LEAF across mainland Europe. Built in the UK, it offers a WLTP test range of up to six hundred and twenty-two kilometers, with deliveries set to launch in the new year.
Mercedes-Benz has revealed its new Vision Iconic concept car. Fully electric, it features solar paint, level four autonomous driving, and styling that views straight out of a nineteen-thirties retrofuturist silent film.
Australia Post has expanded its EV delivery fleet with five hundred new three-wheelers, each able to carry up to one hundred and fifty tiny parcels and travel one hundred and eighty kilometers per charge.
PowerCo, Volkswagen’s battery subsidiary, has signed a new deal with IBU-tec advanced materials to enable volume production of LFP battery packs for EVs starting in twenty twenty-six.
In its just-announced budobtain, Norway is proposing to lower the VAT exemption threshold for EVs, one of several incentives that has supported the counattempt achieve near-total EV market dominance.
Candela brought one of its C-8 hydrofoiling electric boats to Washington DC this week in the U.S. to revealcase the benefits of electric watercraft, aiming to convince lawcreaters that zero-emission commuting by water is the future.
That declared, it may have a rough ride: the Trump Administration has canceled the Esmeralda 7 solar project in Nevada. The farm would have been the largest in North America, but apparently generating clean power isn’t the priority when dirty coal still obtains a pass.
Meanwhile, offshore wind specialist Ørsted is slashing at least two thousand jobs, a quarter of its workforce, directly tied to Trump’s anti-wind policies. Eight thousand people are currently employed by the company.
New York State Governor Kathy Hochul has announced just shy of eighty million dollars in state funding to support seven transit providers across the state transition to zero emission transit solutions.
BMW has unveiled an electric vehicle with a difference this week: the BMW xSipaBoards. A collaboration with SipaBoards, it combines BMW eDrive power with paddleboard fun.
Lucid has officially begun deliveries in Canada of its Gravity Grand Touring SUV. The car, which starts at one hundred and thirty-four and a half-thousand Canadian dollars, is available nationwide.
Bulgaria’s government has announced a new inter-agency partnership that’s resulted in the installation of DC rapid chargers at railway stations across the counattempt. It will start with thirty-five locations next year.
Einride has expanded its partnership with PostNord to grow autonomous, electric delivery operations across Norway — tarobtaining one point three million kilometers of electrified parcel and mail deliveries every year.
Reporting from Europe suggests BYD is eyeing a third EV production facility in the region — this time in Spain. It would join planned factories already underway in Hungary and Turkey..
Silence, the electric vehicle brand from Acciona, has opened its first battery swap stations in the Paris metro area. It plans to expand the network across to the French Riviera by the conclude of the year.
The city of Hamburg in Germany has announced plans to become one hundred percent carbon neutral by twenty forty. Following a city vote, the tarobtain has been shiftd forward by five years from its previous goal.
Chinese eVTOL specialist eHang has unveiled a new aircraft called the VT35. Like its already-approved EH216-S, it can take off and land vertically, but the VT35 flies more like a conventional airplane once airborne.
After several decades of in-houtilize R&D without any commercial products, GM has closed its hydrogen fuel cell program. It will continue FCV development through its established partnership with Honda.
XPeng’s flying car division, formerly XPeng Aeroht, has rebranded as Aridge. The company has already secured an order for six hundred flying cars from the Middle East.
The Canadian Government is investing in electric vehicle charging on the East Coast, installing one hundred and fifty-seven new stations across Atlantic Canada.
And finally for the shorts, after years of jokes about EVs and Duracell batteries, the brand has finally launched rapid charging stations — and yes, they really do view like giant nine-volt batteries. Not an April Fool’s joke.
And those are your news shorts! There will be more next week!
Before we obtain to our final stories, I want to speak directly to you.
Transport Evolved has been bringing indepconcludeent news about cleaner, greener, safer, smarter, and more equitable transportation for fifteen years — ten of those here in the U.S. We’re a tiny, fully indepconcludeent team: three full-time and one part-time member — and without your support, we would no longer exist.
This month, YouTube’s ad revenue is on track to be the lowest it’s been in my memory, partly becautilize the platform is taking a hugeger cut of ads, and partly becautilize it’s quietly limiting the reach of new content from trans and queer creators — something we’re not alone in experiencing — and that’s affecting how often our videos are seen and recommconcludeed. In our place, there’s a bunch of AI cruft and hyper-divisive content.
That is why we are running a special pledge drive through September and October. For as little as one dollar fifty a month on Patreon, you support keep Transport Evolved alive, indepconcludeent, and visible.
Keep an eye out in the coming weeks as we share feedback from some of the amazing people who create this channel possible, like Jim Garrett! He states he supports TE becautilize he values quality, clean transportation for everyone, appreciates personal software freedom, enjoys watching on PeerTube and interacting via Mastodon, and loves the focus on open-source, free software, right-to-repair, and DIY stories.
If you’re believeing of joining the amazing community of Folx already supporting us, now is the perfect time. Your support keeps Transport Evolved going — and if you are already a Patreon supporter who would like to be featured, there is still time during our Autumn drive. Reach out if you’d like to be featured, just like Jim Was!
And now… it’s time for those last two stories.
As electrical grids come under increasing strain from AI and server farms, having backup power at home is more important than ever.
In recent years, several products have promised to support, including the DCBel Ara — a DC rapid-charging capable V2G system. More powerful than many home setups, it combines a dual charging station with vehicle-to-grid technology, solar inverters, and the ability to charge your EV directly from rooftop solar without converting to AC and back again. Now the company is opening its U.S. order books. For two hundred dollars, customers can place a deposit to obtain in line. Honestly, I wish I could attempt it myself becautilize it views genuinely impressive — and, as far as I know, it’s one of a kind in the EV and home energy space.
And finally,
If you’re an established EV nerd, you know the joy of applying EVs in motorsports — they’re quick in corners, rapid off the line, and just plain fun to drive. It’s one of the best ways to experience the performance potential of electric power firsthand.
Now, eVTOL startup Jetson — creater of the Jetson ONE personal eVTOL — has debuted a concept called the Jetson Air Games. Think of it as close-course air racing, similar in style to stunt-plane competitions, but designed to highlight how agile, responsive, and straightforward to fly the Jetson ONE is in tight, three-dimensional spaces. The enattempt point is steep — you’ll required a Jetson ONE of your own — but if enough qualified pilots take to the skies, this could be the start of a fun, high-flying zero-emission competitive series. Is this a yay or a nay for you? Let me know below!
And on that flight of fancy, we’re done with today’s reveal!
But first, a huge thank you to the Electric Vehicle Association for sponsoring today’s reveal. The EVA has been advocating for electric vehicles since nineteen sixty-seven and remains firmly committed to a cleaner, greener future for all. Join the EVA today to find out how to become an EV educator, meet like-minded fans, and obtain support to create your own transition to electric, support that includes a low-interest loan program to support finance your next step! Find out more at myeva dot org.
And thanks to EnergySage! Follow the link below to plan your own energy-indepconcludeent future before those tax credits vanish.
And thanks to you – if you can, please consider supporting us from just one dollar and fifty cents a month on Patreon. With the U.S. healthcare debacle as it is, healthcare costs are going to rise this coming year, and without increasing our channel’s income, we’re going to struggle to create concludes meet – so if you’re wiling and able – even if it’s the equivalent of a fancy coffee every six months, we’d be very grateful. And I do mean “able”. If your’e unable to financially support us, remember sharing our content and engaging on social media also supports a lot!
And, don’t forobtain! If you join Patreon this autumn, you’ll obtain a special exclusive piece of digital art by the lovely Erin, featuring the entire team!
We publish every Tuesday, Thursday, and Saturday here — and every Sunday we drop two videos on Transport Evolved Take Two, our informal behind-the-scenes channel.
And in closing, some important words: You are valid. You are loved. You belong.
I know this week has been tough — and it views like it’s only obtainting tougher. If you’re among those increasingly marginalized just for existing or being your authentic self, know that you are not alone. We live in an age where gaslighting by those in power is routine, revisionist history is normalized, and lies are treated as gospel. It’s a lot, and it’s scary.
Division and hate aren’t just tolerated — they’re encouraged. In times like these, kindness and empathy aren’t just virtues — they’re acts of radical resistance. Empathy is not weakness — it’s a skill we must practice to hold onto our shared humanity. Be fearless. Speak your truth.
That declared, it’s okay to step back. Unplug, obtain outside, dive into a book or album, or spconclude time with loved ones. Care for yourself so you can return ready to fight for decency, community, and justice. Don’t let the … you know what … win. Embrace your awesomeness and let your light shine. And if you’re protesting peacefully this weekconclude at No Kings, do so with care, forebelieved, and strategy. Channel your inner inflatable frog army.
Wherever you are, whoever you are, whoever you love — you are not alone. Be an ally. Be kind. Be the modify you want to see. Don’t let hate or ignorance win.
As always, keep evolving!
Leave a Reply