Tesla will launch a Model 2 in 2025
According to our information, Tesla will launch a battery electric model in 2025 that is more compact than the current Model 3 (4.70 m long) and Model Y (4.75 m long). The new model will be located in the C-segment, while the Model 3 and Model Y are located in the D segment.
 
We can assume that the length of the car that may be named Model 2 will be between 4.30 m and 4.50 m, dimensions close to those of a Peugeot 3008 or a Renault Austral. A Renault Mégane BEV measures 4.20 m long and a Volkswagen ID3 measures 4.26 m. The Tesla will probably be a little longer than the Mégane and ID3 because it will be an SUV and not a sedan. After initially imagining a five-door sedan, the American carmaker's choice ultimately fell on an SUV body inspired by the Model Y, more in line with global demand. In addition, this body offers more cabin space than a sedan, particularly in height.
 
To reduce costs, Tesla plans to use electric motors without rare earths and reduce by 75% its use of Silicon Carbide (SiC) transistors. The quantity of cables will be reduced thanks to the change from 12 to 48 V for the battery intended for accessories. As for the main batteries, it will use lithium-iron-phosphate (LFP) technology, a chemistry that the American carmaker was among the first to use and which is less expensive than nickel-manganese-cobalt (NMC) . The capacity of the battery will be 53 kWh compared to 60 kWh to 75 kWh for the Model 3 and Model Y.
 
Taking into account the price of the Model 3 and Model Y, Inovev is expecting a price below 40,000 euros for the future Model 2, which is extremely competitive. China and/or Mexico may be the production location of this future model.
Lucid Motors to open the first assembly plant of Saudi Arabia
The American brand Lucid Motors based in California has been marketing the large, battery electric Air sedan in the USA since October 2021, which is produced in a plant located in Casa Grande in Arizona (AMP-1 plant). Nearly 5,000 units have been sold in the USA since the plant started. The 4.97 m long sedan competes with the Tesla Model S (also 4.97 m long) which has already sold more than 450,000 units since 2012, including 38,000 units in 2022. This volume will be very difficult to achieve by the Lucid Air. Since June 2022, the Lucid Air has also been marketed in Europe. Around a hundred units have been sold there to date.
 
In April 2022, Lucid Motors announced a large order from Saudi Arabia for 50,000 Air sedans, the Saudi public fund being the brand's largest shareholder, with 61% of the capital. The carmaker announced shortly after the construction of a new assembly plant in Saudi Arabia (AMP-2 plant) to fulfill this order.
 
In September 2023, Lucid Motors inaugurates its assembly plant in Saudi Arabia, which is the first automobile assembly plant in the country, located around a hundred kilometers from Jeddah, on the banks of the Red Sea. This geographical location will ultimately provide potential for vehicle exports by land and sea. This plant has an initial capacity of 5,000 cars per year in SKD (SKD= “Semi Knock Down”). It will therefore take 10 years for delivery of the 50,000 cars ordered by Saudi Arabia.
 
The carmaker indicates that in ten years, the plant will be able to assemble 150,000 cars per year. Saudi Arabia, for its part, indicates a target of 30% sales of new battery electric vehicles on its soil in 2030 (Saudi Green Initiative). It implies that most of the cars produced will be exported. This objective could materialize between 2030 and 2035, when sales of electric cars will be the majority in Europe.
Inovev forecasts 75,000 units per year of the new Skoda Kodiaq SUV
The life cycle of European models being seven years on average, Skoda (a subsidiary of the Volkswagen group) is replacing in 2023 its D-segment SUV, the Kodiaq, launched in 2016, with a new generation which is extended by 6 centimeters, the length of the new model increasing to 4.76 m, with an unchanged wheelbase of 2.79 m. The width and height barely change (1.86 m and 1.66 m respectively). The Kodiaq will still have a seat seven passengers in three rows. The Kodiaq is located in the range of SUVs with thermal engines from the Czech carmaker above the Karoq (segment C) and Kamiq (segment B).
 
The MQB Evo platform of the new Skoda Kodiaq is shared with the new Volkswagen Tiguan launched at the same time, the origins of this platform dating back to 2019, when the Volkswagen Golf VIII was launched.
 
The new Skoda Kodiaq is only marketed with thermal engines, the battery electric version being marketed with the Enyaq (D segment SUV). The range of petrol engines consists of the 150 hp 1.5 TSI with 48V mild hybridization (MHEV) and the 204 hp 2.0 TSI with all-wheel drive. The range of diesel engines is still existing and consists of the 2.0 TDI of 150 hp or 193 hp equipped with all-wheel drive. The Kodiaq also receives for the first time a plug-in hybrid version (PHEV) based on the 150 hp 1.5 TSI combined with a 54 hp electric motor.
 
It will be produced at the Czech Kvasiny site as for the previous generation, at an average rate of 75,000 units per year. The new Kodiaq will compete with the Renault Espace, Peugeot 5008 and Seat Tarraco.
Fisker has started producing its battery electric vehicles in Austria
The American automobile brand Fisker Inc. founded in 2016 by Henrik Fisker has its headquarters located in California, like Tesla or Lucid Motors. Like these two brands, Fisker intends to market only battery electric vehicles. The carmaker is financed by the American company Caterpillar Ventures and the Chinese investment company GSR Capital.
 
Henrik Fisker is initially a Danish designer who notably designed the BMW Z8 and Aston-Martin V8 Vantage, as well as the Fisker Karma launched in 2008 which was the first electric luxury sedan with a range extender. But the company that produced it went bankrupt in 2013. The current company Fisker Inc., which succeeded it in 2016, has unveiled in 2021 the Ocean SUV, which is produced since November 2022. This 100% electric model, 4.77 m long and 2,300 kilos is produced at Magna-Steyr in Graz, Austria.
 
The Fisker Ocean is available in a 275 hp (205 kW) single-electric motor version or a 550 hp (410 kW) twin-electric motor version. In the first case, the engine is located at the front. In the second case, one engine is located at the front and the other at the rear, which de facto drives transmission to all four wheels (all-wheel drive). The capacity of the battery (supplied by CATL) is 75 kWh which gives the car a range of 440 km. You can also opt for a 106 kWh battery (supplied by CATL) which allows a range of 610 km. Prices for the Ocean range from 42,000 to 70,000 euros depending on the version.
 
No sales target has been announced by the carmaker, but Fisker announces that it will complete its range by launching new battery electric vehicles in 2024 and 2025 (Alaska, Pear, Ronin).
Examples of traffic on the streets in China
 
Nanjin Lu, Shanghai, core centre 15/9/2023  

Nanjin Lu, Shanghai, core centre 15/9/2023

     
 

These videos are presented as an example.
They do not claim to be representative, but are nevertheless very interesting.
Note the proportions of:
- Electric vehicles (green plates)
- Chinese brand vehicles
   

Anting (Automotive Centre) 15/9/2023

40 km from Nanjing Lu
 
   
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