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October 26, 2020
GM Investing $2 Billion in Tennessee EV Manufacturing
Source: GM
The Southeast EV manufacturing sector continues to heat up with General Motors announcing plans to bring production of the upcoming Cadillac Lyriq and $2 billion in facility upgrades to their Spring Hill facility in Tennessee. This is the latest in the automaker’s charge to invest $20 billion in EV manufacturing and bring more than 20 vehicles to market in the United States over the next several years. At least $6.6 billion of this has been designated to specific facilities in the Untied States, including the recently designated Factory Zero in Detroit that will employ more than 2,200 people.

At least five of these new GM EVs are already planned to enter the market in the next four years. On October 20th, the company formally unveiled the anticipated Hummer EV, which will be available in a premium version beginning in late 2021. The first iteration of this supercar will go for $112,000 and offer 350 miles of range and will be produced at Factory Zero. An $80,000 version with 250 miles of range isn’t expected until 2024. GM is also moving to bring more affordable options to market with the enlarged Bolt SUV expected in mid-2021.

In addition to introducing new vehicles across its brands, the automaker is looking to step up electrification by working with other manufacturers in the sector. In April 2020, GM announced plans to partner with Honda on batteries, fuel cells, and other ZEV technology as both companies look to make a run on the market in the coming years. The fraught and incomplete partnership with electric truck startup Nikola has taken considerably more spotlight than the Honda agreement in recent weeks. After speculation that the deal would fall through and comments from Nikola that they were prepared to go it alone, GM indicated on October 21st that the partnership talks were continuing. GM leadership continues to see opportunity to integrate their new Ultium battery and fuel cell technology in Nikola vehicles, including Class 7 and 8 trucks.

Next year is positioned to be a big one for new EVs and EV manufacturing as automakers begin to make good on promises made in 2020 to electrify more of their offerings. While GM is setting the pace for electrification announcements for the large American autos making up the Detroit 3, Ford is hot on their heels with plans to start delivering the reduced-price Mustang Mach-E by the end of 2020. Ford recently doubled down on its electrification commitments in light of California’s move to achieve 100 percent ZEV passenger vehicles sales by 2035, backing the state’s move while some other autos have deferred to generic statements from their trade association. For their part, Fiat-Chrysler lags far behind Ford and GM with only a plug-in hybrid Jeep Wrangler approaching production. You can track all of these model updates, investment announcements, and more on the Automakers Dashboard.
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For this episode, we talked with Patty Monahan from the California Energy Commission and Phil Jones from the Alliance for Transportation Electrification about the role of the utility in advancing transportation electrification and where they see things headed in the near term. This episode was co-hosted by our founder, Nick Nigro, and Kellen Schefter of the Edison Electric Institute.
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EV Hub News

California to Ban Sale of New Gas Vehicles by 2035

California, the nation’s largest vehicle market, has announced that the sale of new gasoline passenger cars and trucks will be banned after 2035. The ban comes as a result of an Executive Order from Governor Gavin Newsom and directly addresses the state’s long-term climate goals amid an ongoing season of particularly extreme wildfires. The next steps will be for the California Air Resources Board (CARB) to establish binding requirements setting this new rule in motion. Read More Here

15 States Commit to 100% ZEV Truck and Bus Sales By 2050

Organized by the Northeast States for Coordinated Air Use Management (NESCAUM), 15 states and Washington DC have come together in support of rapid electrification of the medium-and heavy-duty vehicle sector. The MOU signed by participating states calls for all new truck and bus sales to be zero emission by 2050. States partnering on the MOU include California, Colorado, Connecticut, Hawaii, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont, and Washington. Read More Here

West Coast Clean Transit Corridor Initiative Final Study Released

The West Coast Clean Transit Initiative, a network of nine electric utilities and two public agencies representing more than two dozen municipal utilities, published their final report on June 17, 2020. The report outlines key findings from a study assessing the prospect of implementing EV charging fro freight trucks along the entire stretch of Interstate 5. The study recommends a phased approach for electrifying the I-5 corridor. At least 27 stations spaced out at 50-mile intervals would be included in phase one of the roll out which will take place through 2025. Read More Here

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Adopting electric vehicles into city fleets is one of the most innovative ways a city can show its leadership and commitment to clean transportation. Cities can reduce both fleet emissions, fueling, and operating costs by replacing their fleet vehicles with EVs. This webinar will explore the key considerations for cities adopting electric vehicles into their fleets with commitments to go all-electric. You’ll hear best practices, lessons learned, and challenges.

October 27th @ 1pm EST

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