Global EV Battery Glut; Ram Delays New Mid-Size Pickup – Autoline Daily 4177
This is Autoline Daily, the show dedicated to enthusiasts of the global automotive industry. The entire auto industry has too much EV battery capacity. That’s according to a new study from Alex Partners, which is one of our sponsors. In North America, capacity is nearly twice as high as demand. In Europe, it’s more than two times higher. And in China, EV battery capacity is 5.6 six times higher than demand. China’s overcapacity is especially high because tariffs have restricted EVs and components from being exported. And in North America, the capacity to demand ratio is expected to grow to 2.4 by 2028 and remain there through 2030. That’s because consumers aren’t currently buying EVs at the rate that automakers and regulators expected them to. And Alex Partner says the main reason car buyers aren’t choosing EVs is the higher prices. Extended range EVs or E-Revs were the fastest growing segment in the Chinese market, but not anymore. Sales have dropped for three consecutive months, and they’re dropping by double digits. The beauty of E-Revs is that they drive like an EV. So, you get things like great low-end torque and one pedal driving. Yet, they have an onboard gasoline engine to provide long driving distances. But sales are dropping in China because most EVs now deliver 5 to 600 km of range or roughly 310 to 370 mi. And fast charging stations are becoming quite common as well. E – Revs were developed to address range and charging time anxiety, but as EVs improve, those anxieties are fading away. We’ve got some product intel on that Ram midsize pickup truck. Auto Forecast Solutions reports that production was pushed back by 3 months to February of 2028 at the Toledo Supplier Park. The truck will be built on the Stella Large platform under the code name R7PN. As we’ve reported before, that truck will walk into a bees nest of competition, including the Toyota Tacoma, Chevy Colorado, Ford Ranger, Nissan Frontier, Honda Ridgeline, GMC Canyon, and soon a new entry from Hyundai. VW and Audi have been clobbered in the Chinese market, losing sales and bleeding market share, but they haven’t given up and are starting to turn things around. Part of that includes PR efforts like the Audi E5 Sportback setting the fastest time for cars under $69,000 at China’s racetrack called Asia’s Ridge Circuit. It also includes adding new models with more in-car intelligence and level 2 plus driver assistance technology. That’s part of the reason Audi’s sales shot up more than 19% last month. Surprisingly, VW has actually grown market share with some of its gasoline models, but it’s also adding new EVs to its lineup, like the ID Uniques08, which is introducing a whole new form language to VW styling. It’s a crossover with 700 km of CLTC range or about 434 miles. At a time when some are saying that foreign automakers ought to abandon the Chinese market, VW and Audi are showing the value of not giving up and fighting to get back into the game. The automotive and industrial sectors are undergoing a historic transformation. Electrification, digitalization, supply chain reinvention, regulatory shifts. The pace is accelerating and the pressure to adapt is real. This is not a time for hesitation. It’s a time for bold decisions backed by fast, effective execution. You need a partner who understands complexity from factory floors to boardrooms and delivers measurable results. That partner is Alex Partners. When it really matters. We’ve seen several attempts to introduce in-wheel hub motors. The most recent being Lordstown, but so far those attempts have failed. However, another car maker is going to give them a shot. Chinese automaker Dong Fun. It filed documents with the Ministry of Industry and Information Technology, one of China’s top regulators for a version of its EPI00007 sedan with four individual in-wheel motors. Each unit produces 100 kW. So combined output comes to 536 horsepower. While many Chinese automakers make some of their parts in-house, these motors will be sourced from the Shanghai Automobile Electric Drive Company. No word on when the model might hit the market or what pricing might be. Although current versions of the sedan range in price from about $16,000 to $21,000. Kia is going to reveal the nextG Tellide at the LA Auto Show, which kicks off later this month, but it is giving us a preview of the new SUV. Kia says there will be a number of trim levels offered, including this one here called XPro, which is meant to look more rugged. While we see some styling inspiration from the current generation, there’s also some big departures like a much bigger grill as well as some smaller changes like flush mounted door handles. We think part of the reason the grill is so much bigger is because the overall vehicle grew in size. The wheelbase was stretched by 3 in. It’s 2.3 in longer overall and one inch taller. The interior also looks like almost every surface was touched by designers and is highlighted by a large digital display screen that floats on top of the dash. No word on powertrain offerings yet, but Kia calls the new Telluride its quote flagship gas-powered SUV. Tesla is losing another program manager. Yesterday, the head of the Cybertruck and Model 3 left. And soon after that, the head of the Model Y program, Emanuel Lamachia, also announced he’s leaving Tesla after eight years with the company. Tesla has seen a bunch of talent leave the company this year with at least 10 highlevel leaders and executives stepping away. And as we reported yesterday, Tesla struggled in China last month. Its sales fell 10% to just under 61,500 units in October. But that figure also includes China made exports. And when you exclude those vehicles, Tesla sold 26,100 units in the domestic market. And that means the Xiaomi U7, which only started deliveries in July, outsold the Model Y last month. According to data from the China Passenger Car Association, Xiaomi sold 33,600 U7s, easily outpacing the Model Y. Overall, Xiaomi has delivered more than 70,000 U7 since its launch in July. And that brings us to the end of today’s show. Thanks for making a part of your day. Autoline Daily is brought to you by Alex Partners, when it really matters. CSP, the composits solution partner, Intrepid Control Systems, Over-the-air Engineering, Boost Your Game, and thanks to the following YouTube and Patreon members. 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Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.
0:00 Auto Industry Has Too Much EV Battery Capacity
1:02 EREV Sales Tanking in China
1:52 Ram Delays New Mid-Size Pickup
2:29 VW & Audi Clawing Back Sales in China
4:23 Dongfeng Sedan Getting In-Wheel Hub Motors
5:18 Kia Restyles the Telluride
6:19 Tesla Loses Yet Another Exec.
6:44 Xiaomi YU7 Outsells Model Y in China
Story Links:
Auto Industry Has Too Much EV Battery Capacity: https://insideevs.com/news/778532/battery-capacity-outpacing-demand/
EREV Sales Tanking in China: https://carnewschina.com/2025/11/10/li-auto-among-erevs-hit-by-sales-slump-amid-longer-range-faster-charging-electric-cars/
Ram Delays New Mid-Size Pickup: https://files.constantcontact.com/f10152e5001/9ff4eb10-48ad-4227-80ab-7b347033e2c6.pdf?rdr=true
VW & Audi Clawing Back Sales in China:
https://autodata.gasgoo.com/information/imView/articleDetails/1987791692063092736
VW ID. UNYX 08 unveiled: 5-meter EV, dual motors with 700 km range
Dongfeng Sedan Getting In-Wheel Hub Motors: https://carnewschina.com/2025/11/11/dongfengs-e%cf%80-007-will-be-chinas-first-and-worlds-only-mass-production-ev-with-four-in-wheel-motors/
Kia Restyles the Telluride: https://www.kiamedia.com/us/en/media/pressreleases/23839/reimagined-for-premium-living-and-rugged-adventure-kia-reveals-the-next-generation-2027-telluride-sub
Tesla Loses Yet Another Exec: https://www.bloomberg.com/news/articles/2025-11-10/tesla-s-cybertruck-chief-is-departing-electric-vehicle-maker?srnd=phx-industries-transportation
Xiaomi YU7 Outsells Model Y in China: https://carnewschina.com/2025/11/10/xiaomi-yu7-tops-tesla-model-y-in-october-china-sales-with-33662-units/
Read the transcript here: https://www.autoline.tv/daily/ad-4177-theres-too-much-ev-battery-capacity-ram-delays-new-mid-size-pickup-erev-sales-tanking-in-china/
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