Motoring Podcast - News Show

FOLLOW UP: EU TO IMPOSE TARIFFSEU politicians have indicated that they will impose tariffs between 25-30% on Chinese EVs imported to the European Union. This comes after the US raised their tariff level to 105% for Chinese EVs. The move has been expected but the amount was not known. This has brought out divisions within the EU as France and Germany have very different home industries. If you wish to learn more, click this electrive article link here. FOLLOW UP: CRUISE AGREE PAYOUT TO PEDESTRIAN VICTIM Cruise, the self-driving development company, has agreed to pay the victim of the road incident that involved her being dragged and severely injured by the car, between $8 and $12 million as compensation. Exact details have not been confirmed. Click this Market Watch article link for more. FOLLOW UP: TESLA BEING SUED OVER SELF-DRIVING CLAIMSA US judge has stated that the class-action against Tesla, with regards to pursuing over negligence and fraud based claims. The original claim is, apparently, due to the 201

FOLLOW UP: CAZOO TO ENTER ADMINISTRATIONThe online car retailer has taken the step to announce that it will appoint administrators for its subsidiaries to help protect them from creditor’s debt enforcement. Cazoo also stated, to investors, unless it found urgent investment it would fold. You can read more, by clicking this AMOnline article link here. FOLLOW UP: TESLA AUTOPILOT UPDATE INVESTIGATEDThe National Highways Traffic Safety Administration (NHTSA) has written to Tesla seeking answers as to why their cars still keep crashing after the update to their driver monitoring system. Tesla has until 1 July 2024 to respond or face potential fines up to $135 million. If you wish to learn more about that, click this article link from The Register. That is not all the news for Tesla though, US prosecutors are investigating the company over potential securities and wire fraud, over the capabilities of its driver assistance technology. This is purely an investigation and does not show any guilt, to be clear. On top o

FOLLOW UP: EU WARNS OVER LACK OF COOPERATION WITH PROBEThe EU has accused BYD, Geely and SAIC of not providing enough detail for their investigation. Due to this, apparent, lack of cooperation the tariffs that will be imposed are going to be higher than they might have been. The timing of this is important as the Chinese President is visiting Europe imminently. Click this article link from Politico for more. FOLLOW UP: MORE TESLA CUTSTesla is reported to be cancelling the ‘ground-breaking’ “gigacasting” plans, which were to start with an underbody made in a single metal sheet. There were many in the industry who were questioning if this could be made possible and if there were consequences to doing so, outside of manufacturing. The news is on the back of a tumultuous time for the company following the announcement of cuts to the workforce. If you wish to read more, click this link to an InsideEVs article. FOLLOW UP: FIRST BY CABINET CONVERTED TO EV CHARGEREast Lothian is the location for the first BT cabinet

FOLLOW UP: CONTINENTAL FINED $107M FOR DIESELGATEContinental, the automotive parts supplier, has been fined €100 million for its part in the dieselgate scandal. The fine was such due to the full cooperation of the company and changes they have subsequently made to their compliance structures. There are six weeks for Continental to pay the fine. Click this Reuters article for more information. STELLANTIS LASHES OUT AT EV MANDATESCarlos Tavares criticises the current UK EV mandates as “terrible”. He has met with the Transport Secretary, Mark Harper, to discuss the situation and suggest alterations that will make it more workable for the industry. We are finding out that you cannot just manufacture demand, when reviewing the monthly SMMT registration figures. You can read more, via a Peter Campbell thread here. For another article, click here to view an Autocar article. LOTUS CHIEF COMMERCIAL OFFICER IS LEAVINGMike Johnson, who is the chief commercial officer of Lotus and the public facing executive for the bran

FOLLOW UP: WALES TO CHANGE SOME ROADS BACK TO 30MPHKen Skates, the Welsh Government Transport Secretary, has announced that some of the road limits recently changed from 30mph to 20mph, will now revert back to the original limit. This is an acknowledgement that the implementation of the reduced road speeds has not been as carefully executed as should have occured. If you wish to learn more about this story, click this BBC News article link here. UK GOVERNMENT RULES OUT GRANTS FOR EVSThe UK Government has reiterated that it will not be providing incentives for private buyers seeking an EV. This follows calls from the House of Lords Environment and Climate Change Committee’s Electric Vehicles report, which recommended several actions. Click this Autocar article link, to read more. BIT OF A WEEK FOR TESLATesla have decided to step up to the plate of not having the best week imaginable. Firstly, they announced the sacking of over 10% of the global workforce, as one step to deal with their declining sales. You can

FOLLOW UP: BYD HELPED BY CHINESE GOVERNMENTA report is claiming that BYD has received $3.7 billion, in funding from the Chinese Government, to help it to reach its dominating position. This is all part of the EU’s investigation into whether companies from the country have an unfair advantage thanks to state aid. Click this Yahoo Finance article link for more information. FOLLOW UP: BRITISHVOLT SITE TO BE SOLD BY COUNCILThe site of the ill-fated Britishvolt battery factory is to be sold by the local council, to a company that wishes to create a data centre, after the new ‘owners’ Recharge Industries, have still failed to pay the monies owning. If you wish to learn more, click this BBC News article link here. WLTP DOES NOT REFLECT REAL WORLD USE REPORT FINDSTwo reports from the European Court of Auditors have shown that the testing regime, WLTP, results, do not come close to real-world usage on the public roads. Other conclusions have also been inferred by the investigation, however we would urge caution as not

FOLLOW UP: RENAULT AND VOLVO GROUP PRESENT EV VAN JVFlexis is the name of the joint-venture between Renault, the Volvo Group and transportation company CMA CGM, that will develop EV vans aimed at urban and last mile deliveries. This will fill the gap in both Renault and Volvo’s offerings to the commercial vehicle industry. For more information, click this Autocar link here. TOYOTA UPDATES ON CAR THEFTSToyota GB has issues a statement regarding thefts of certain models and a fix that will be fitted by dealerships to affected vehicles. To read more on that, click this link here. Friends of the show Ken Tindell and Ian Tabor found the vulnerability over a year ago. Ken has written a post on LinkedIn that we recommend you read. Particularly the last sentence, which we echo and hope the car industry improves communication with security researchers. Click here to read that piece. MARCH 2024 NEW CAR REGISTRATION FIGURESThe Society of Motor Manufacturers and Traders (SMMT) has issued the registration figures for Mar

FOLLOW UP: LUCID RAISES $1B FROM SAUDI ARABIATHe luxury EV maker, Lucid, has received a further $1 billion in investment, from the Saudi Arabian sovereign fund, Public Investment Fund. They also increased the number of vehicles they expect to produce in 2024 compared to 2023, still only 9,000 cars though. If you wish to learn more, click this link to a Reuters article. FOLLOW UP: CANOO BUYS UP ARRIVAL EQUIPMENTThe bones of Arrival are being picked over as the administration team try to recoup as much money as possible by selling the assets off. Canoo has swooped in and bought a lot of equipment at bargain prices. Click this electrive article link to read more. JLR NAME THREE BRAND DIRECTORSJLR has named three new directors to head up the brands in the UK. Alan Nicholson takes the helm of Range Rover. Leonie Raistrick will be in charge of Defender and Discovery. Whilst Santino Pietrosanti will be brand director of Jaguar. Don’t forget to click this link, from AMOnline, to see even the directors are having to f

FOLLOW UP: RENAULT VOLVO JV FOR EV VANS IS ONLast week we discussed the Reuters article that stated Renault and Volvo will announce that their joint venture for electric vans will shut in early April. This turns out not to be the case. Thanks to Renault sources we can confirm the JV is still very much on. Click this article link from AMOnline to read more. FOLLOW UP: FISKER TALKS WITH NISSAN BREAK DOWNThe electric car company Fisker, has had their shares suspended following a huge drop in price after news that talks with Nissan had ended. The terms for the extra funding from an existing investor were dependent also on these talks continuing. The expectation is for the company to announce bankruptcy very soon. You can read more by clicking this article link from TechCrunch. FOLLOW UP: ASTON MARTIN NAME BENTLEY BOSS AS NEW CEOAston Martin name their next CEO, the boss of Bentley Adrian Hallmark. He has left the Crewe manufacturer with immediate effect and will start at Aston by the 1 October 2024. This will all

FOLLOW UP: RENAULT AND VOLVO TO SHUT EV VAN PROJECTRenault and Volvo will announce that their joint venture for electric vans will shut in early April. There is no detail on why this is. Click here for more information, via the Reuters article link. UK GOVERNMENT PREPARES TRADE SANCTIONS ON CHINESE EVSAt a SMMT conference, the Transport Secretary, Mark Harper, said that the UK Government could impose sanctions to prevent the market being unfairly in favour of subsidised Chinese electric vehicles. If you wish to learn more, click this AMOnline article link here. HONDA AND NISSAN SIGN MOU FOR EV DEVELOPMENTNissan and Honda have signed a memorandum of understanding, to investigate working together to speed up the development and production of competitive electric vehicles. They acknowledge that they are behind others, especially newer brands that have come to the market, purely focused on EVs. There are no details on what this partnership will entail. You can learn more by clicking this Reuters link here. EU TO

FOLLOW UP: EU CONSIDERING RETROACTIVE TARIFFS ON CHINESE EVSThe investigation, by the European Union, into if China subsidises the homegrown EV makers has, within an interim report, stated there is enough evidence to show there is unfair assistance. On top of this, imports have increased 14% since the investigation began. The fear is, if the rate of increase continues it will cause harm to the European market before the official conclusions come to light. If you wish to learn more, click this link to a Reuters article here. FOLLOW UP: VOLTA TRUCKS PRODUCTION TO BEGINFollowing the purchase of the bankrupt company, by Luxor Capital, news is released that they will restart production, in Austria, from May. The aim is for 500 vehicles to be made in 2024 and 2,000 in 2025. There are still questions about the batteries for the trucks after the previous supplier went into receivership and was bought by Volvo. Click here to read more, from electrive. CHANCELLOR ACCUSED OF IGNORING THE CAR INDUSTRYA large portion of t

FOLLOW UP: AGENCY MODEL CLARIFICATION Thank you to all who responded to Andrew’s request for more information on how the agency model works for car retails. We can now confirm, the query about who carries the financial liability, does in fact lie with the manufacturers now. To see who is moving to this model, click this link to an Auto Retail Network article. FEBRUARY 2024 NEW CAR REGISTRATION FIGURESSMMT has released the new car registration figures for February 2024 and they are the best in 20 years! Which caused us to raise an eyebrow or two. Battery electric cars are up, slightly, but still a long way off the 22% required by the Government mandate. Diesel is down slightly, with plug in hybrids also up a touch, but petrol is up again. Fleet is doing all the lifting and this is worrying the industry who renews their calls for help to incentivise the Private side of things. To read more, click this link to the SMMT article and details. POLESTAR SECURES NEW FUNDINGPolestar are plugging the gap left by Volvo

FOLLOW UP: VOLVO TO SELL SHARES IN POLESTARWe begin to get the answer of what difference Volvo cutting funding will mean to their Polestar relationship, as they look to offload a large portion of the shares they hold. The plan is to drop from 48% of shares down to 18%. For more information, click this electrive article link here. STELLANTIS TO CONVERT LUTON PLANT FOR EV VANSStellantis has confirmed that they will convert the Luton plant to enable it to build the Group’s electric vans. ICE versions will continue to be built along side the EVs, which will be produced from early 2025. If you would like to read more, click this Autocar link here. STELLANTIS UK MAKE MANY MANAGEMENT CHANGESStellantis UK managing director, Maria Grazia Davino, has moved quickly to make changes within the organisation and tying up with the larger group. This is all part of the efforts to improve relations with their dealer network and improve the outlook for the many brands. More details can be read by clicking this AMOnline link

FOLLOW UP: CRUISE APPOINTS FIRST EVER SAFETY OFFICERIn a move that should have more people stunned, Cruise has announced their first every safety officer. Steve Kenner has worked at a number of places in the autonomous vehicle industry. Louise Zhang, who is a VP of safety and systems will remain in her role. Astonishingly. If you wish to learn more, click this TechCrunch link here. FOLLOW UP: FRENCH SUBSIDY FOR LOW INCOME HOMES HALTEDThe recently launched subsidy to help low income families into EV has already been halted, due to an overwhelming demand, according to French Government officials. They will be relaunching it in 2025. To read further, click this link to The Guardian article. GOVERNMENT U-TURN ON TAX OF DOUBLE-CABSIn a crazy few days, the UK Government went from declaring that double-cab pickup’s tax category was going to change to that of a car, but still be classed as a light commercial vehicle (LCV) from 1 July 2024, to u-turning and saying no they wouldn’t. This came around due to a court ca

FOLLOW UP: ARRIVAL GOES INTO ADMINISTRATIONThe inevitable has happened at Arrival and the company has brought in receivers to try and sell on the company assets. Last year they announced they were focusing only on their large van, but this has not been produced. Claims of macroeconomic conditions have been laughed at, following the revelations of management and how the business was run. If you wish to learn more, click this article here, from The Guardian. ASA BANS ADS OVER ZERO EMISSION AND ULEZ CLAIMSThe Advertising Standards Agency (ASA) has rapped BMW, MG and Transport for London (TfL) over advertising claims. BMW have been censured due to claiming its electric vehicles are zero emission, which the ASA said they were not due to electricity production and manufacturing not being such. MG were censured over including their hybrid models in an advert for zero emission vehicles. TfL fell foul over claims made about misleading adverts regarding the ULEZ and modelled data rather than actual data. To learn more

FOLLOW UP: PARIS VOTES TO CHARGE EXTRA FOR HEAVY CARSJust under six percent of eligible Parisians voted on charging extra for non resident parking permitted heavier vehicles, with 54.6% voting for this. Therefore, internal combustion engined cars (ICE) weighing over 1.6 tonnes and electric vehicles weighing over 2 tonnes, will be charged extra. Click here to read a misleadingly headlined article from The Guardian that is an example of some of the pathetic reporting on this matter. FOLLOW UP: LITHIA TAKEOVER PENDRAGONLithia, the US based firm, has finally taken over the motor retail group, Pendragon. This makes Lithia the second biggest retailer in the UK, ahead of Arnold Clark but behind Sytner. You can read more by clicking this AMOnline article link here. JANUARY 2024 NEW CAR REGISTRATION FIGURESSMMT has released the January 2024 new car registration figures. They are up on 2023, but still down on the Before Times. Fleet is doing a lot of the heavy lifting, with Private down once again. Worryingly, in the

FOLLOW UP: CRUISE’S ACCIDENT FAILURES ARE WORSE THAN GUESSEDThe ‘independent’ review by a legal firm employed by both GM and Cruise has produced their first report into the incident where a pedestrian who was knocked into the path of a driverless taxi was hit and dragged by the car. They try to claim that no one really meant to deceive the regulators and it was the internet that prevented them from showing the full video. They admitted that no one then attempted to explain verbally or via email. You can learn more from this Jalopnik article link here. You can find more context and details in a Twitter thread from John Berry, linked here. And here is another thread from John, click here. For an even more damning review of the report, click here to read what Bryant Walker Smith has to say. FOLLOW UP: MOT CHANGES ARE SHELVEDThankfully, common sense has prevailed and the UK Government are not going to change MOTs to occur every two years. If you wish to learn more, click this Autocar article link here. FOLLOW U

FOLLOW UP: VW AND GERMAN GOV LOSE ENGINE FIX FIGHTA German environmental group has won its court case against the Volkswagen Group and the German Government for allowing the use of thermal windows in engine emissions, for the last eight years. Whilst the regulator allowed it the court ruled they should not have. You can learn more by clicking this electrive article link here. FOLLOW UP: CMA WINS APPEAL AGAINST BMW AND VWThe Competitions and Markets Authority (CMA) has won its appeal relating to forcing BMW and the Volkswagen Group hand over information to enable their investigation into possible anti-competative practices for recycling vehicles. The argument from BMW and VW is that they are based outside of the UK therefore the CMA has no authority. The Court of Appeal ruled they do. For more on this story, click this Reuters article link here. FOLLOW UP: FEEDBACK ON THE CHAT GPT EXPLAINERThank you to everyone who got in touch, following the release of last week’s show and the separate video which explained

FOLLOW UP: CAR MAKERS LOBBIED AGAINST INCENTIVES FOR SMALL EVSIn the consultation over the introduction of the Zero Emission Vehicle (ZEV) mandate, which came into force on 1 January 2024, documents have revealed that some manufacturers fought against rules that encouraged more efficient, smaller and lighter vehicles. Not a great look for the car industry. If you wish to learn more, click this Autocar link here. FOLLOW UP: WALES 20MPH REVIEW TO BE LED BY ORIGINAL ADVISORIn what feels like an entry into Private Eye's Rotten Boroughs segment, the Welsh Government has announced the consultant who helped introduce the new 20mph urban speed limit will lead the review of said implementation. They justified this by stating that "he is well-placed to assess whether clarifications in the policy are needed to encourage greater consistency.". To read more, click this link from the BBC News. RED SEA SHIPPING ISSUES HITTING CAR MAKERSTesla and Volvo are pausing car production due to delays in parts after shipping has been

FOLLOW UP: RIFTER NOT BERLINGO, BAD ANDREWDuring the Year of unintended consequences - 19 December 2023 episode, Andrew stated that Alex Grant has an e-Berlingo, which is incorrect. Alex has the more stylish e-Rifter, which shares a lot of the platform but is not the same. Apologies Alex, Andrew has been suitably chastised for his error. FOLLOW UP: WELSH 20MPH LIMIT TO NOW BE ENFORCEDThe Welsh Government has stated that the newly introduced default 20mph speed limit, for built up areas, will be enforced from this month onwards. Depressingly, the article we link to, on the BBC News site which you can read by clicking here, has several quotes making it explicit that in Wales at least, compliance equals safety. Speed cameras will be installed in areas where it is deemed that too many are breaking the limit, rather than where there are accident blackspot as has been the norm. DECEMBER AND FULL YEAR NEW CAR REGISTRATIONSOnce again we note so many have trouble with the difference between new car registrations and s