【Tesla】
Nissan Ariya drivers will soon have access to Tesla's Supercharger network, with the integration beginning on December 10. This includes 17,800 Superchargers in the US and Canada, expanding Nissan's charging network significantly. The integration is limited to Ariya vehicles due to compatibility with Tesla's charging ports. Additionally, Tesla is working on improving network accessibility for non-Tesla EVs.
Tesla is countering low Cybertruck sales and has confirmed it will not launch the model in China soon. Meanwhile, there are ongoing rumors about the Cybertruck's international availability as Tesla continues to promote the vehicle in China.
The J3400 standard, based on Tesla's plug technology, has been introduced, with the federal approval process underway. This standard is expected to streamline EV charging, offering benefits like improved interoperability and simplifying the charging experience.
【BYD】
BYD continues its strong performance with over 506,804 vehicles sold in November, maintaining its lead in the Chinese auto market. The company is eyeing further expansion into international markets and is quickly becoming a global leader in EV sales. BYD's affordable models and diverse portfolio have pressured traditional automakers in China and beyond.
【Others】
Nissan announced that Ariya drivers can purchase a CCS to NACS adapter for $235, facilitating easier access to Tesla's Supercharger network. Starting next year, Nissan's EVs in North America will feature a NACS connector as standard.
Mazda Miata fans now have the option to convert their vehicles to electric with a "plug-and-play" kit from Electrogenic, offering an environmental-friendly alternative while retaining the Miata's iconic driving experience.
Kia is preparing to introduce new EVs to the US market, with a camouflaged vehicle spotted, potentially indicating the upcoming debut of the EV3. The EV9 GT is also anticipated to reach the US market by 2025.
Ford achieved record EV sales in November despite a decline in F-150 Lightning demand. The Mustang Mach-E and E-Transit models significantly contributed to this growth. Ford offers substantial incentives on its EVs to maintain competitive momentum.
Volkswagen faces internal challenges, with CEO Olivier Blume addressing possible plant closures and job cuts in Germany amidst competitive pressures from China.
General Motors (GM) is undergoing a significant restructuring in China, incurring a $5 billion impact as it navigates declining market share and increased competition. The company aims for year-over-year improvements starting in 2025.
UrbanLink continues expanding its eVTOL fleet by partnering with CRISALION Mobility to acquire 20 Integrity aircraft, focusing on the European market.
The European Commission is boosting its EV battery sector with a €1 billion investment, although there are concerns about the reliance on Chinese materials. Northvolt, Europe's green dream for battery manufacturing, faces financial difficulties and has filed for bankruptcy protection.
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