Ford joins the charge to electrification

General Motors shoots for electric delivery segmenT

General Motors is taking on the growing urban electric delivery market with electric delivery products backed up by software and services aimed at delivery and logistics fleet operators. As part of the initiative, a new purpose-built electric delivery van will be generally available to market in 2022 in the US, but FedEx is slated to receive the first deliveries this year.

The company said a new business, 'BrightDrop', will offer an ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies to move goods more efficiently. It said the BrightDrop solutions are designed to help businesses lower costs, maximize productivity, improve employee safety and freight security, and support overall sustainability efforts.

"BrightDrop offers a smarter way to deliver goods and services," said Mary Barra GM Chairman and CEO. "We are building on our significant expertise in electrification, mobility applications, telematics and fleet management, with a new one-stop-shop solution for commercial customers to move goods in a better, more sustainable way."

GM says BrightDrop was born out of GM's Global Innovation organization and joins the lineup of other recently launched Global Innovation startups, such as OnStar Insurance, OnStar Guardian and GM Defense. From a growth strategy standpoint, GM maintains that this new business will unlock areas of B2B, expansion of the Ultium platform and software and service opportunities.

GM estimates that by 2025, the combined market opportunity for parcel, food delivery and reverse logistics in the US will be over $850 billion. According to the World Economic Forum, demand for urban last-mile delivery, fuelled by e-commerce, is expected to grow by 78 percent by 2030, leading to a 36 percent increase in delivery vehicles in the world's top 100 cities. At the same time, this increase in demand is expected to cause delivery-related carbon emissions to rise by nearly one-third.

In February, General Motors said it had secured a second major fleet customer - FedEx Express the first - for its BrightDrop urban delivery business. BrightDrop was launched last month at CES and offers electric first-to-last-mile products and software services to fleets.

Merchants Fleet, described as the US's 'fastest-growing fleet management company', has announced its plans to further electrify its portfolio with BrightDrop. Merchants Fleet is working with BrightDrop to procure 12,600 BrightDrop EV600s. Merchants Fleet expects BrightDrop EV600s to enter its clients' fleets starting in early 2023.

Half Daimler suppliers commit to carbon neutral

Almost half of about 2,000 Daimler suppliers have signed an Ambition Letter of Intent and are committed to supplying only CO² neutral parts, said Gunnar Guethenke, head of procurement and supplier quality for Mercedes-Benz Cars.

Under its 'Ambition 2039' plan, Mercedes-Benz wants to offer a CO² neutral new car fleet in less than 20 years. The switch to electric mobility poses supply chain challenges because, compared to ICE vehicles, the production of an all-electric is twice as CO² intensive, mainly because of the lithium-ion batteries. But, despite the higher energy demand for production, plug-in hybrids and electric vehicles offer a clear advantage in terms of CO² emissions compared to conventional drives already today, since only when the entire life cycle of the vehicles is considered a realistic picture emerges: electric vehicles can make up for a large part of the initially higher CO² emissions from the upstream value chain due to their emission-free driving.

R&D head Markus Schaefer said: "With the electric EQS luxury sedan, we have already achieved important milestones in close cooperation with our partners - for example by purchasing CO² neutrally produced battery cells.

"When awarding contracts for our subsequent electric vehicle platform - Mercedes-Benz Modular Architecture (MMA) for compact and medium-sized cars - we are already applying CO² as a key criterion."

The automaker said it was talking with all other suppliers to jointly develop strategies for CO² reduction.

Climate-neutrality is incorporated into contractual terms, and the ambition letter is a key criterion for awarding contracts. From 2039 at the latest, only production materials which are completely CO² neutral will be purchased and any supplier declining to sign the ambition letter will not be awarded new contracts.

Mercedes-Benz will additionally focus on materials and components that are particularly CO² intensive in manufacturing and processing until 2039 - items such as battery cells, steel, and aluminium which account for about 80% of the CO² emissions in the supply chain of a fully electric vehicle.

CATL (Contemporary Amperex Technology) and Farasis Energy have committed to supply battery cells that are produced using electricity from renewable sources such as hydropower, wind, and solar energy. This reduces the CO² footprint of an entire battery by more than 30%. The rest of the supply chain will be included next.

The goal is to consistently reduce the use of primary raw materials for electric drives by 2030 and gradually increase the share of secondary and renewable materials in vehicles.

Mercedes-Benz plants, including the global battery production network, will produce on a CO² neutral basis worldwide from 2022. This will make them role models for the supplier network. In line with plant procedure, suppliers are required to avoid and reduce emissions as a fundamental principle. Only then can compensation via high-value projects be considered. The areas of approach for climate-neutral production are diverse, and range from reducing consumption to purchasing energy from renewable energy sources.

The company aims to have plug-in hybrids or all-electric vehicles to make up more than 50% of its car sales by 2030. Other major goals include involvement in shaping the charging infrastructure and agreeing to specific CO² measures with suppliers.

GAC claims 'graphene-based' fast-charging battery breakthrough

Guangzhou Auto (GAC) Group says it has achieved a breakthrough in graphene-based fast-charging battery technology and that its vehicle model Aion V will be equipped with the new battery, which is to start production in September.

GAC says that in recent years, graphene, a new material with excellent electrical conductivity, has been the key to breakthroughs in battery technology.

Aion V, the first vehicle to be equipped with the new battery, underwent winter testing and is initially scheduled for mass production in September this year.

At the "2020 GAC Tech Day" held last July, GAC Group demonstrated its 3DG (three-dimensional graphene) production technology with independent intellectual property rights, solving the issue of high costs of graphene, it is claimed. It says the simple, stable, and efficient production method reduces costs to only one-tenth of the conventional method.

After achieving low-cost and large-scale production of graphene, GAC Group says it has also made major breakthroughs in the downstream application of its use. Among them, the electric vehicle industry is most interested in the graphene-based super-fast-charging battery. This graphene-based battery has a 6C fast charge capability, combined with a 600A high-power charger, can be recharged to 80% capacity in 8 minutes. GAC says the battery has also passed the most stringent safety test - Battery Shooting Test, possessing quality and reliability of the highest standard.

GAC says the graphene-based battery technology will significantly shorten charging time, as well as greatly extend battery life, solving the current "pain points" of pure electric vehicles.

VW 'Project Trinity' car to lift EV/AV strategy

Volkswagen says it is planning an electric car to be built in Wolfsburg from 2026 that will set new standards in terms of range, charging speed and digitization – and will be able to drive highly automated according to SAE Level 4.

The project for the car is named Trinity and stands for three crucial themes: (1) a newly developed electronics platform, (2) the simplification of the supply structure, and (3) fully networked and intelligent production at the main plant in Wolfsburg.

"Trinity is a sort of crystallization point for our 'Accelerate' strategy, a lighthouse project, our software dream car," says Ralf Brandstätter, CEO of the Volkswagen brand. VW says the newly developed vehicle architecture will set standards in terms of range, charging speed ("charging as fast as refuelling") and digitalization.

In addition, VW claims Trinity will make autonomous driving in the volume segment possible for many people. By the planned start of series production in 2026, VW says Trinity will already reach Level 2+ and be technically ready for Level 4. "We are using our economies of scale to make autonomous driving available to many people and to build a learning neural network. In this way, we are creating the conditions for the continuous exchange of data from our vehicle fleet – for example, on the traffic situation, on obstacles or on accidents," says Ralf Brandstätter.

VW claims that Trinity gives people time and saves them stress. After a long highway trip, for example, you arrive at your destination relaxed 'because you have been driven by a chauffeur to your vacation or to your home after work'.

"Trinity therefore becomes a kind of 'time machine' for our customers," says Ralf Brandstätter.

With the production of the series version, the Wolfsburg plant will become a showcase for an intelligent and fully networked production processes, VW says. "We will completely rethink the way we build cars and introduce revolutionary approaches. Digitalization, automation and lightweight construction play an important role here," says Ralf Brandstätter.

VW maintains that future vehicle models such as Trinity will be produced with considerably fewer variants, and the hardware will be largely standardized. The cars will then have virtually everything on board and customers will be able to activate desired functions "on demand" at any time via the digital ecosystem in the car. This will significantly reduce complexity in production, the company says.

By developing the automobile into a software-based product, Volkswagen says it is creating the conditions for new, data-based business models. Entry barriers to individual mobility are to be lowered while at the same time offering 'even more attractive usage packages'.

Volkswagen intends to generate additional revenue in the usage phase – for charging and energy services, for software-based functions that customers can book as needed, or for automated driving. "In the future, the individual configuration of the vehicle will no longer be determined by the hardware at the time of purchase. Instead, customers will be able to add functions on demand at any time via the digital ecosystem in the car," says Ralf Brandstätter.

VW says that all-electric vehicles are expected to exceed 70% of European and 50% of Chinese and US sales volumes by 2030.

Half Daimler suppliers commit to carbon neutral

Almost half of about 2,000 Daimler suppliers have signed an Ambition Letter of Intent and are committed to supplying only CO2 neutral parts, said Gunnar Guethenke, head of procurement and supplier quality for Mercedes-Benz Cars.

Under its 'Ambition 2039' plan, Mercedes-Benz wants to offer a CO2 neutral new car fleet in less than 20 years. The switch to electric mobility poses supply chain challenges because, compared to ICE vehicles, the production of an all-electric is twice as CO2 intensive, mainly because of the lithium-ion batteries. But, despite the higher energy demand for production, plug-in hybrids and electric vehicles offer a clear advantage in terms of CO2 emissions compared to conventional drives already today, since only when the entire life cycle of the vehicles is considered a realistic picture emerges: electric vehicles can make up for a large part of the initially higher CO2 emissions from the upstream value chain due to their emission-free driving.

R&D head Markus Schaefer said: "With the electric EQS luxury sedan, we have already achieved important milestones in close cooperation with our partners - for example by purchasing CO2 neutrally produced battery cells.

"When awarding contracts for our subsequent electric vehicle platform - Mercedes-Benz Modular Architecture (MMA) for compact and medium-sized cars - we are already applying CO2 as a key criterion."

The automaker said it was talking with all other suppliers to jointly develop strategies for CO2 reduction.

Climate-neutrality is incorporated into contractual terms, and the ambition letter is a key criterion for awarding contracts. From 2039 at the latest, only production materials which are completely CO2 neutral will be purchased and any supplier declining to sign the ambition letter will not be awarded new contracts.

Mercedes-Benz will additionally focus on materials and components that are particularly CO2 intensive in manufacturing and processing until 2039 - items such as battery cells, steel, and aluminium which account for about 80% of the CO2 emissions in the supply chain of a fully electric vehicle.

CATL (Contemporary Amperex Technology) and Farasis Energy have committed to supply battery cells that are produced using electricity from renewable sources such as hydropower, wind, and solar energy. This reduces the CO2 footprint of an entire battery by more than 30%. The rest of the supply chain will be included next.

The goal is to consistently reduce the use of primary raw materials for electric drives by 2030 and gradually increase the share of secondary and renewable materials in vehicles.

Mercedes-Benz plants, including the global battery production network, will produce on a CO2 neutral basis worldwide from 2022. This will make them role models for the supplier network. In line with plant procedure, suppliers are required to avoid and reduce emissions as a fundamental principle. Only then can compensation via high-value projects be considered. The areas of approach for climate-neutral production are diverse, and range from reducing consumption to purchasing energy from renewable energy sources.

The company aims to have plug-in hybrids or all-electric vehicles to make up more than 50% of its car sales by 2030. Other major goals include involvement in shaping the charging infrastructure and agreeing to specific CO2 measures with suppliers.