Cruise is returning to the streets of Sunnyvale and Mountain View for the first time since it paused operations in the Bay Area after a robotaxi struck a pedestrian in October 2023. From a report: The company said Thursday that it will put "several" vehicles driven by humans in the two cities that will initially perform mapping. The company said it hopes to progress to supervised AV testing of up to five robotaxis "later this fall."

"Resuming testing in the Bay Area is an important step forward as we continue to work closely with California regulators and local stakeholders," the company said in a post on X. "This will allow our local employees to engage directly with our product as they refine and improve our tech through R&D." The decision to bring Cruise's autonomous Chevy Bolts back to the Bay Area comes just a few months after the company reached a settlement with California's Public Utilities Commission (CPUC). As part of that deal, Cruise paid a $112,500 fine for failing to provide full information about the October 2023 crash.

The House Energy and Commerce Committee has approved the AM for Every Vehicle Act, which mandates that automakers include AM radio in new vehicles without additional charges. The Verge reports: The bill passed the committee on a roll-call vote of 45-2 and now heads to the full House for final approval. The bill, titled the AM for Every Vehicle Act, would direct the National Highway Traffic Safety Administration (NHTSA) to issue a rule that "requires automakers to maintain AM broadcast radio in their vehicles without a separate or additional payment, fee, or surcharge." Supporters say they are pushing the bill out of a concern that the slow demise of AM radio could make it more difficult to broadcast emergency information during a natural disaster or other related events. Conservatives are also worried about losing a lucrative platform for right-wing news and media. [...]

Automakers generally see AM radio as an obsolete technology, arguing that there are other, better technologies, such as internet streaming, HD radio delivered on FM bands, or some apps that provide AM content that will make up for the absence of AM radio in vehicles. Critics say the bill could also add to the costs of producing EVs at a time when many manufacturers are struggling to rein in their costs. "With a new mandate, [EV companies] will have to go through a significant powertrain redesign, vehicle redesign," Albert Gore, executive director of the Zero Emission Transportation Association, said in an interview earlier this year, "because of the degree to which electric motor generates this [electromagnetic] interference."

An anonymous reader quotes a report from the Associated Press: The Postal Service's new delivery vehicles aren't going to win a beauty contest. They're tall and ungainly. The windshields are vast. Their hoods resemble a duck bill. Their bumpers are enormous. "You can tell that (the designers) didn't have appearance in mind," postal worker Avis Stonum said. Odd appearance aside, the first handful of Next Generation Delivery Vehicles that rolled onto postal routes in August in Athens, Georgia, are getting rave reviews from letter carriers accustomed to cantankerous older vehicles that lack modern safety features and are prone to breaking down -- and even catching fire.

Within a few years, the fleet will have expanded to 60,000, most of them electric models, serving as the Postal Service's primary delivery truck from Maine to Hawaii. Once fully deployed, they'll represent one of the most visible signs of the agency's 10-year, $40 billion transformation led by Postmaster General Louis DeJoy, who's also renovating aging facilities, overhauling the processing and transportation network, and instituting other changes. The current postal vehicles -- the Grumman Long Life Vehicle, dating to 1987 -- have made good on their name, outlasting their projected 25-year lifespan. But they're well overdue for replacement. Noisy and fuel-inefficient (9 mpg), the Grummans are costly to maintain. They're scalding hot in the summer, with only an old-school electric fan to circulate air. They have mirrors mounted on them that -- when perfectly aligned -- allow the driver to see around the vehicle, but the mirrors constantly get knocked out of alignment. Alarmingly, nearly 100 of the vehicles caught fire last year, imperiling carriers and mail alike.

The new trucks are being built with comfort, safety and utility in mind by Oshkosh Defense in South Carolina. Even tall postal carriers can stand up without bonking their heads and walk from front to back to retrieve packages. For safety, the vehicles have airbags, 360-degree cameras, blind-spot monitoring, collision sensors and anti-lock brakes -- all of which are missing on the Grummans. The new trucks also feature something common in most cars for more than six decades: air conditioning. And that's key for drivers in the Deep South, the desert Southwest and other areas with scorching summers. [...] Brian Renfroe, president of the National Letter Carriers Association, said union members are enthusiastic about the new vehicles, just as they were when the Grummans marked a leap forward from the previous old-school Jeeps. He credited DeJoy with bringing a sense of urgency to get them into production. "We're excited now to be at the point where they're starting to hit the streets," Renfroe said.

An anonymous reader quotes a report from InsideEVs: General Motors is joining forces with EVgo, one of the biggest electric vehicle charging operators in the United States, to build 400 ultra-fast DC chargers nationwide to support the growing number of battery-powered cars hitting U.S. roads. To be clear, these are individual stalls, not charging stations. However, the two companies describe the new locations as "flagship destinations" which will feature 350-kilowatt DC chargers, ample lighting, canopies, pull-through spots and security cameras. Most locations will feature up to 20 ultra-fast charging stalls, but some will have even more -- good news for those crowded holiday road trips. GM and EVgo said the fancy new stations would be located near shopping areas offering dining, coffee shops and other amenities.

We don't know exactly where the new stations will be built, but EVgo mentioned that the "flagship destinations" will be deployed coast to coast, including in metropolitan areas in states like Arizona, California, Florida, Georgia, Michigan, New York and Texas. The stalls will be co-branded EVgo and GM Energy -- the automaker's charging and energy management division. The first new "flagship station" is expected to open next year. The new stalls will make use of EVgo's prefabrication approach which can reduce the total cost of a new station by 15% and the deployment time by 50%. Similar to Tesla's prefabricated Supercharger stalls, EVgo's ready-made structures come with stalls and accompanying equipment already mounted on a metal base plate which is transported from the factory to the charging site.

Waymo's driverless cars have a much lower crash rate than human drivers, with fewer than one injury-causing crash per million miles driven, compared to an estimated 64 crashes by human drivers over the same distance. As Ars Technica's Timothy B. Lee notes, a significant portion of Waymo's most severe crashes involved human drivers rear-ending the Waymo vehicles. From the report: Twenty injuries might sound like a lot, but Waymo's driverless cars have traveled more than 22 million miles. So driverless Waymo taxis have been involved in fewer than one injury-causing crash for every million miles of driving -- a much better rate than a typical human driver. Last week Waymo released a new website to help the public put statistics like this in perspective. Waymo estimates that typical drivers in San Francisco and Phoenix -- Waymo's two biggest markets -- would have caused 64 crashes over those 22 million miles. So Waymo vehicles get into injury-causing crashes less than one-third as often, per mile, as human-driven vehicles.

Waymo claims an even more dramatic improvement for crashes serious enough to trigger an airbag. Driverless Waymos have experienced just five crashes like that, and Waymo estimates that typical human drivers in Phoenix and San Francisco would have experienced 31 airbag crashes over 22 million miles. That implies driverless Waymos are one-sixth as likely as human drivers to experience this type of crash. The new data comes at a critical time for Waymo, which is rapidly scaling up its robotaxi service. A year ago, Waymo was providing 10,000 rides per week. Last month, Waymo announced it was providing 100,000 rides per week. We can expect more growth in the coming months.

So it really matters whether Waymo is making our roads safer or more dangerous. And all the evidence so far suggests that it's making them safer. It's not just the small number of crashes Waymo vehicles experience -- it's also the nature of those crashes. Out of the 23 most serious Waymo crashes, 16 involved a human driver rear-ending a Waymo. Three others involved a human-driven car running a red light before hitting a Waymo. There were no serious crashes where a Waymo ran a red light, rear-ended another car, or engaged in other clear-cut misbehavior.

Ford is seeking a patent for technology that would allow it to tailor in-car advertising by listening to conversations among vehicle occupants, as well as by analyzing a car's historical location and other data, according to a patent application published late last month. The Record: "In one example, the controller may monitor user dialogue to detect when individuals are in a conversation," the patent application says. "The conversations can be parsed for keywords or phrases that may indicate where the occupants are traveling to." The tech -- labeled as "in-vehicle advertisement presentation" -- will determine where a car is located, how fast it is traveling, what type of road it is driving on and whether it is in traffic. It also will predict routes, speeds and destinations to customize ads to drivers, the application said.

The system could pull data from "audio signals within the vehicle and/or historical user data, selecting a number of the advertisements to present to the user during the trip," the patent application said. By monitoring dialogue between vehicle occupants the ad controller system can determine when to deliver audio versus visual ads, providing ads to drivers as they travel "through a human-machine interface (HMI) of the vehicle," the application said.

The electric revolution has given way to a gradual transformation, but the groundwork is already being laid for the future. From a report: The Department of Energy recently highlighted this by noting the number of publicly available EV chargers has doubled since President Biden was inaugurated on January 20, 2021. According to the government, there are now more than 192,000 publicly available charging ports in the United States and around 1,000 are being added every week. The Department of Energy credited the Bipartisan Infrastructure Law as aiding the buildout, which is helping to bring charging infrastructure to rural, suburban, and urban communities.

The law provided funding for a $2.5 billion Charging and Fueling Infrastructure Discretionary Grant Program. A big chunk of that money is now heading out as the Biden administration recently announced $521 million in grants to support projects in 29 states as well as the District of Columbia and a few tribal areas. This will result in more than 9,200 charging ports being added, which means each one will cost roughly $56,630 -- although California's West Coast Truck Charging and Fueling Corridor Project also includes a hydrogen component.

Madrid City Hall said on Thursday it would ban all rental e-scooters from October because of the risk they pose to pedestrians, the latest city to make the move. From a report: "We are withdrawing authorization for companies hiring out scooters on the city's streets," the Spanish capital's conservative mayor Jose Luis Martinez-Almeida wrote on X. "Our priority is the... safety of the people of Madrid," he said, adding that the measure would "take full effect in October." The three companies currently with licenses to rent out e-scooters on the streets of Madrid -- Lime, Dott and Tier Mobility -- will now have to remove their devices. These firms "did not comply with the conditions we imposed to guarantee the safety of pedestrians, particularly the elderly," the mayor said. Madrid City Hall criticized the firms for not using technology to prevent e-scooters from driving or parking in prohibited areas and lacking the appropriate accident insurance.

Volvo now says it will push back its deadline to sell only electric vehicles by 2030, citing the need for stronger government support. "The new plans call for 90 to 100% of global sales to be electrified, including EVs and plug-in hybrids (PHEVs)," reports Electrek. "The other up to 10% will be "a limited number of hybrids" if needed. By 2025, Volvo expects 50 to 60% of sales to be electrified." From the report: Volvo was one of the first automakers to set a 100% EV sales goal by 2030. The announcement was made over three years ago in March 2021. The plan was to sell only fully electric cars while phasing out "any car in its global portfolio with an internal combustion engine, including hybrids." [...]

Volvo has already launched five all-electric models: the EX40, EC40, EX30, EM90, and the EX90. After delivering its first model in January, the Volvo EX30 is already the third best-selling EV in Europe. Another five EVs are in development. However, Volvo said the shift comes as the charging infrastructure rollout has been out slower than expected, and government incentives have been withdrawn. Volvo is calling for stronger and more stable government policies to support the transition to EVs.

Volvo also adjusted its CO2 reduction goal. The company aims to reduce CO2 emissions per car by 65% to 75% by 2030 (using 2018 as a baseline). That's down from the previous 75% reduction target. Next year, Volvo aims for a 30 to 35% reduction (with 2018 as a baseline), down from 40%. The company is still working with suppliers to cut CO2 emissions across its value chain. "We are resolute in our belief that our future is electric," said Volvo Cars CEO Jim Rowan. "An electric car provides a superior driving experience."

Despite this, "it is clear that the transition to electrification will not be linear, and customers and markets are moving at different speeds of adoption," Rowan explained.

An anonymous reader quotes a report from Axios: The German company says it may close plants in its home country amid what CEO Oliver Blume reportedly called "a very demanding and serious situation" for the European automotive industry. That would mark the first-ever German plant closures in the company's nearly nine-decade history. VW is facing a pair of competition-related challenges -- one outside its control, and the other of its own making. Chinese automakers are wresting market share away from VW in China, where it once held the highest share of any automaker. The company's China sales have fallen from 4 million in 2017 to an estimated 2.5 million in 2024, according to Dunne Insights analyst Michael Dunne. And its Chinese competitors are bringing cheap electric vehicles to VW's other critical market: Europe. Another part of the problem is that VW is a bloated company compared with its competitors, meaning it has less margin for error.

The company had some 684,000 employees in 2023. That's about 309,000 more than the ever-efficient Toyota, which sold about 2 million more vehicles than VW worldwide last year. The VW brand's profit margin fell from 3.8% in 2023 to 2.3% in the first half of 2024, moving in the wrong direction from the company's long-term target of 6.5%, according to Evercore ISI analyst Chris McNally. Hence the "drastic attempt to cut costs" as the company's bottom line suffers, McNally writes. But VW isn't just facing operational issues and increased competition in key markets -- it's also falling behind on technology. The company recently agreed to invest in Rivian to get help from the American startup on EV development despite having 40 times more employees than its new partner. And VW's long-awaited ID. Buzz -- its EV revival of its famed microbus -- recently disappointed enthusiasts with underwhelming battery range of 234 miles and a starting price of about $60,000.

Night trains are experiencing a resurgence across Europe as travelers seek more environmentally friendly alternatives to flying. European Sleeper, a Dutch cooperative, recently launched a new overnight route from Brussels to Prague, extending its existing service to Berlin. The 13-hour journey traverses Germany in refurbished 1970s-era carriages, accommodating up to 600 passengers. Bart Poels, head of service, reports high demand with most routes fully booked through September.

Passengers are citing various reasons for choosing night trains, including reduced carbon footprint, city center-to-center convenience, and cost savings on hotel accommodations, El Pais reports. The diverse clientele includes executives, families, and retirees. This revival comes after years of decline in night train services. Austrian railway OBB's Nightjet brand, launched in 2016, has also sparked renewed interest in overnight rail travel. The COVID-19 pandemic further accelerated the trend as travelers sought alternatives to flying. European officials are supporting the expansion of cross-border rail connections. The European Commission has backed pilot projects for more frequent and affordable services, while the European Investment Bank has provided loans for new equipment purchases.

"Let's get one thing out of the way," writes the Verge's transportation editor. Contrary to what you may have heard about U.S. sales of electric vehicles — sales are up. [Consumer insights company] JD Power is projecting that 1.2 million EVs will be sold in the US by the end of 2024, an increase over 1 million sold last year. That's 9 percent of total vehicles sold, which has been revised down from a previous prediction of 12 percent... Overall, an additional 35,000 battery-electric vehicles were sold in the first seven months of 2024 as compared to last year, JD Power says.

That includes hybrids and PHEVs, which I think gets at the root of the problem. Those who were expecting an even swap — battery-electric for internal combustion — didn't anticipate the popularity of hybrids in the market. If anything, hybrids are cannibalizing EV sales, giving the pure-battery electric vehicles more competition than anticipated. But in retrospect, it makes sense. What better response to "range anxiety" than a vehicle that, in a sense, operates as an electric vehicle until the battery runs out, and then switches over to gas...?

EVs are still too expensive, giving potential buyers sticker shock. According to data from Kelley Blue Book, the average transaction price for an electric car in July 2024 was $56,520. Meanwhile, the average gas-powered vehicle is selling at $48,401. There's also a depreciation problem. New research out of George Washington University finds that older EVs depreciate in value faster than conventional gas cars. Some even lost 50 percent of their resale value in a single year. The upside is that newer models with longer driving ranges are holding their value better and approaching the retention rates of many gas cars.

The charging experience is still wildly out-of-sync for most people. Either it's the single most satisfying thing about owning an EV or it's the worst. And the distinction is usually between people who live in houses and can install a home charger in their garage and those who live in an apartment building or multi-unit housing and have to rely on unreliable public chargers... But JD Power is optimistic about where that's heading, especially as public satisfaction is growing in both Level 2 and DC fast charging over two consecutive quarters. The Biden administration also continues to make massive investments in public charging, which should slowly ease the experience of public charging from "soul-sucking" to "honestly whatever."
The article concludes that the EV industry needs patience and flexibility. But more than that, it "needs to slow it down with the six-figure, luxury pickups and SUVs and start offering more low-cost compact cars and sedans."

Remember when a door-sized panel blew off a Boeing aircraft back in January? The Seattle Times reports that the "door plug" incident "was caused by two distinct manufacturing errors by different crews" in a Boeing assembly plant in Renton, Washington last fall. (And that Boeing's quality control system "failed to catch the faulty work.")

But the details tell a larger story. The newspaper bases their conclusion on "transcripts of federal investigators' interviews of a dozen Boeing workers, synchronized with an internal Boeing document obtained by The Seattle Times," tracing the whole history of that panel's production. Within a day of its fuselage arriving at the factory, "a small defect was discovered: Five rivets installed by Spirit on the door frame next to the door plug were damaged." That day, the Friday before the Labor Day weekend, repair of those rivets was handed to Spirit, which has contract mechanics on-site in Renton to do any rework on its fuselage. In the meantime, inspectors gave mechanics the OK to install insulation blankets, which covered the door plug. By the following Thursday, a Spirit mechanic had logged an entry in the official Federal Aviation Administration-required record of this aircraft's assembly — the Common Manufacturing Execution System or CMES, pronounced "sea-mass" by the mechanics — that the rivet repair was complete: "removed and replaced rivets." But that day, a Boeing inspector responded with a scathing rebuttal, stating that the rivets had not been replaced but just painted over. "Not acceptable," read the work order. On Sept. 10, records show Spirit was ordered a second time to remove and replace the rivets...

["Shipside Action Tracker"] entries show that after several days, the still-unfinished work order was elevated to higher-level Boeing managers. On Sept. 15, Boeing cabin interiors manager Phally Meas, who needed the work finished so he could get his crew to install cabin walls and seats, texted on-site Spirit manager Tran Nguyen to ask why the rivet work hadn't been done, NTSB interview transcripts show. Spirit mechanics couldn't get to the rivets unless the plug door was opened, Nguyen responded. He sent Meas a photo from his phone showing it was closed, according to the transcripts. It wasn't Spirit's job to open the sealed door plug. Boeing's door team would have to do that, the records show. "He kept asking me how come there wasn't work yet," Nguyen told the NTSB. "The door was not open. That's why there wasn't work yet."

By Sept. 17, the door was still closed, the rivets still unrepaired. The job was elevated again, to the next level of managers. On that day, according to the SAT record, senior managers worked with Ken McElhaney, the door crew manager in Renton, "to determine if the door can just merely be opened or if it needs removal...." [On September 18] at 6:48 a.m., a Boeing mechanic identified as a Door Master Lead texted a young Trainee mechanic on his team to come to the Alaska jet and open the door. The NTSB interviewed but did not name the Trainee or the Door Master Lead, who had almost 16 years at Boeing.

Filling in for the veteran mechanic on vacation, the Trainee was perhaps the least equipped to do this atypical job. He'd been at Boeing for about 17 months, his only previous jobs being at KFC and Taco Bell. "He's just a young kid," the Door Master Lead said...
More key quotes from the article:

• Boeing put both employees on paid administrative leave.

• "A company investigator accused one of them of lying. That employee told the NTSB that Boeing has set the pair up as scapegoats."

• "A 35-year veteran on the door team told NTSB investigators that he is 'the only one that can work on all the doors' and he was typically the only mechanic who would work on door plugs. That mechanic was on vacation on the two critical days, September 18 and 19 last year, when the door plug on the Alaska MAX 9 had to be opened and closed..."

• "No quality inspection of the door plug was conducted, since no record of its opening and closing was ever entered in the system, documents show."

• The FBI ís investigating Boeing "for potential criminal negligence," according to the article, "and has issued subpoenas using a Seattle grand jury."

Thanks to long-time Slashdot reader schwit1 for sharing the news.

An anonymous reader quotes a report from Electrek: Over 192,000 publicly available charging ports are now online, and approximately 1,000 new chargers are being added each week. To build on this momentum, the federal government has awarded $521 million in grants to further expand the national network, with new chargers being deployed across 29 states, two Federally Recognized Tribes, and the District of Columbia.

The $521 million investment is divided into two key areas: 41 community projects ($321 million) and 10 corridor fast-charging projects ($200 million). The grant awards also support President Biden's Justice40 Initiative, which aims for 40% of the overall benefits of federal investments to flow to disadvantaged communities, with over half of the funding going to sites in disadvantaged communities. US Transportation Secretary Pete Buttigieg emphasized the importance of this initiative, stating, "The Biden-Harris Administration has been clear about America leading the EV revolution, and thanks to the historic [Bipartisan Infrastructure Law] package, we're building a nationwide EV charger network to make sure all drivers have an accessible, reliable, and convenient way to charge their vehicles."

An anonymous reader quotes a report from CBC.ca: Prime Minister Justin Trudeau announced Monday Canada will impose punitive tariffs on Chinese-made electric vehicles -- copying a similar initiative that the U.S. is already pursuing to stop a flood of what's been described as unfairly state-subsidized cars. Trudeau made the announcement at the federal cabinet retreat in Halifax where ministers are meeting to craft a strategy for the year ahead -- the last year before an expected federal election in October 2025. Amid industry pressure to copy the U.S. program, Trudeau said a 100 percent surtax will be levied on all Chinese-made EVs, effective Oct. 1. The tariff would effectively double the price of imported vehicles, as it is expected most of the tax would be passed on to consumers.

Ottawa is following through now, Trudeau said, to "level the playing field for Canadian workers" and allow Canada's nascent EV industry to compete at home, in North America and globally. The tariff will apply to electric and certain hybrid passenger automobiles, trucks, buses and delivery vans. Chinese brands like BYD are not a major player in Canada's EV market right now but imports from China have exploded in recent years as Tesla switched from U.S. factories for its Canadian sales to its manufacturing plant in Shanghai. The new tariff will apply to those Shanghai-made Teslas that are sold in Canada -- a development that is expected to force the U.S. automaker to supply the Canadian market with vehicles made at one if its other plants in the U.S. or Europe instead. "Unfortunately, Canada made a decision today that will result in fewer affordable electric vehicles for Canadians, less competition and more climate pollution," said Joanna Kyriazis, director of public affairs at Clean Energy Canada. "Not only could today's announcement have a chilling effect on future EV sales, it could drive up EV prices and slow adoption in the near-term as well," Kyriazis said.

Flavio Volpe, the president of the Automotive Parts Manufacturers' Association who lobbied Ottawa to follow through with matching the U.S. tariffs, responded: "Sure, what the Chinese are doing is selling us green products that help fulfill some of our EV mandates, but they do it in a regulatory environment where they forgo any stewardship of the environment," he said.

Deputy Prime Minister Chrystia Freeland added that the Chinese industry is "built on abysmal labour standards and it is built on abysmal environmental standards."

Car buyers are increasingly skeptical of advanced automotive technologies, a new JD Power survey reveals. The study found that while drivers appreciate practical innovations like blind spot monitoring, they see little value in features such as automatic parking systems and passenger-side infotainment screens. The survey measured user experiences with new vehicle technologies. Results show that systems partially automating driving tasks had low perceived usefulness, aligning with recent Insurance Institute for Highway Safety data indicating no safety improvements from such features. The survey identified AI-based smart climate control as popular among users. However, facial recognition, fingerprint scanners, and gesture controls were largely viewed negatively.

Volkswagen said this week it would wait to see where EV demand goes before building out the last three of its six planned battery factories. And now Ford has also cancelled its planned electric SUV and delayed production of an all-new electric pickup, according to CNBC, moves Ford now believes could cost up to $1.9 billion.

But Ford isn't giving up. Ford's COO told CNBC Thursday that "We're quite convinced that the highest adoption rates for electric vehicles will be in the affordable segment on the lower size-end of the range." Instead of the three-row SUV or large pickup, the company's first new EV is expected to be a commercial van in 2026, followed the next year by a midsized pickup and then the T3 full-size pickup... And the midsize pickup is scheduled to be the first vehicle from a specialized "skunkworks" team in California. The company had tasked the team two years ago with developing a new small EV platform... "In ICE, a business we've been in for 120 years, the bigger the vehicle, the higher the margin. But it's exactly the opposite for EVs...."

Ford's current EVs — the Mustang Mach-E crossover, F-150 Lightning and a commercial van in the U.S. — are not profitable overall. The Model e operations have lost nearly $2.5 billion during the first half of this year and lost $4.7 billion in 2023. The losses, as well as changing market conditions and business plans, caused Ford earlier this year to withdraw an ambitious 8% profit margin for its EV unit by 2026.

Investors and Wall Street analysts have largely supported the EV changes, most recently sending the company's shares up about 2.3% since the announcement earlier this week, despite the expected costs. "Overall, these changes will position Ford to benefit from growing demand for EVs, while also focusing on areas in which it has a Core competitive advantage," BofA's John Murphy wrote Wednesday in an investor note... The updates are the latest for Ford's electrification plans, which now include a heavy focus on hybrid and plug-in hybrid electric vehicles, or PHEVs, to assist in meeting tightening fuel economy regulations in addition to all-electric vehicles. Ford CFO John Lawler said Wednesday that the company's future capital expenditure plans will shift from spending about 40% on all-electric vehicles to spending 30%... "What we saw in '21 and '22 was a temporary market spike where the demand for EVs really took off," Gjaja told CNBC during an interview earlier this year. "It's still growing but not nearly at the rate we thought it might have in '21, '22."
The article also points out that while Ford is discontinuing its giant electric SUV, Ford's rival GM is doing exactly the opposite: America's largest automaker has pulled back spending and delayed many of its EVs, but it has several large all-electric vehicles on sale coming soon... As recently as last month, GM reconfirmed expectations for its EVs to be profitable on a production, or contribution-margin basis, once it reaches output of 200,000 units by the fourth quarter. A GM spokesman Thursday said the automaker continues "to work to reach variable profit positive during the fourth quarter."
The article also notes "an industrywide fear that Chinese automakers could be able to flood markets with cheaper, more profitable EVs," with Chinese automakers like BYD "quickly growing exports of vehicles to Europe and other countries..."

An anonymous reader quotes a report from Ars Technica: Volkswagen will wait to see what electric car demand is like before building out all six of its previously planned battery factories. Thomas Schmall, VW's board member in charge of technology, told a German newspaper that "building battery cell factories is not an end to itself" and that a goal of 200 GWh of lithium-ion cells by 2030 was not set in stone. [...] For VW, the previous goal of 200 GWh by 2030 from six factories (through a new subsidiary called PowerCo) could now be just 170 GWh capacity from three already-announced plants in Valencia, Spain; Ontario, Canada; and Salzgitter, Germany. If necessary, Schmall said that the Spanish and Canadian battery factories could be expanded to meet additional demand. This battery news follows another sign of slowing confidence in EVs at VW. Last week, it emerged that the company has pushed back plans for the ID.4's successor, which now may not see showrooms until 2032.

Uber and General Motors' Cruise have partnered to offer driverless rides to Uber users as early as soon as next year. CNBC reports: Both Cruise CEO Marc Whitten and Uber CEO Dara Khosrowshahi hailed the partnership in a press release, stressing that the companies believe autonomous vehicles can be deployed safely. "Cruise is on a mission to leverage driverless technology to create safer streets and redefine urban life," Whitten said in the release. "We are excited to partner with Uber to bring the benefits of safe, reliable, autonomous driving to even more people, unlocking a new era of urban mobility." Khosrowshahi said in the release that Uber is "thrilled to partner with Cruise and look forward to launching next year."

On Uber's most recent earnings call, analysts asked the company how the emergence of robotaxis would likely impact the ridehailing giant's business long-term. Khosrowshahi said on the call that "AV players" experience much higher utilization with Uber than they do "without a network on a first-party basis." He also predicted there will be a "pretty long hybrid period as autonomous is developing and regulators are trying to figure out exactly how to regulate it." He added, "We don't think this will be a winner-take-all market."

Waymo has unveiled its sixth-generation robotaxi, an electric minivan made by Chinese automaker Zeekr. While the company claims it's more advanced than previous generations, it features fewer sensors to help reduce costs. The Verge reports: [W]ithin its high-powered computer, it contains all the learnings of the previous five generations of Waymo's autonomous vehicles, meaning it won't have to do as much real-world testing as past models before it can be rolled out to the public. But looming over Waymo's assertion that its new robotaxi will be cheaper to produce is the possibility that it could also be subject to costly new tariffs against Chinese-made electric vehicles. Earlier this year, the Biden administration said it would quadruple tariffs on EVs from China to 100 percent, from the current 25 percent, as a way to "protect American workers and American companies from China's unfair trade practices." [...]

Waymo says the sixth-gen robotaxi will feature a streamlined sensor suite of "16 cameras, 5 lidar, 6 radar, and an array of external audio receivers (EARs)." These sensors will help provide "overlapping fields of view, all around the vehicle, up to 500 meters away, day and night, and in a range of weather conditions." That's the equivalent of over five football fields of visible range. Waymo's use of multiple sensors is important for redundancy, in which multiple sensors and cameras can ensure the vehicle can continue to detect and respond to its surroundings if something fails. It's unclear where and when the new sixth-gen robotaxis will first appear. "Waymo currently operates in Phoenix, San Francisco, and Los Angeles, with plans to launch commercial service in Austin, Texas," notes the report. "The company has been manually testing the Zeekr-made minivans on public roads, with the goal of adding them to its commercial fleet sometime soon."