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In this episode, we sit down with David Welch, he's Detroit Bureau Chief at Bloomberg LP and Author of "Charging Ahead." His book about General Motors' CEO, Mary Barra, and the transformation of the 120 year-old company. We discuss the current state of the domestic automotive industry and the challenges presented by electrification, EV charging, GM's challenges with electrification and more!

Tune in to learn about the latest advancements in EV technology and find out what you can expect from the EV market in the next few years. From EV charging infrastructure to renewable energy sources, this episode covers it all!

Summary

The conversation covers various topics related to electric vehicles and the challenges faced by automakers, particularly General Motors (GM). The discussion highlights gaps in electric vehicle coverage and the need for better consumer education. It also explores the challenges of transitioning to electric vehicles and the skepticism within the industry. The conversation delves into GM's restructuring efforts and the difficulties in executing their electric vehicle plans. The book 'Charging Ahead' by David Welch, which focuses on GM's transformation into an electric vehicle maker, is also discussed. The conversation with David Welch covers the challenges faced by General Motors (GM) in the growth of electric vehicles (EVs) and the development of autonomous vehicles (AVs). Welch discusses the struggles with EV growth and the unexpected leveling off of EV sales along with why to still be optimistic. Plus what automakers can do to help move EVs. He also highlights the difficulties GM has faced in producing battery packs and writing software for autonomous vehicles. The conversation delves into the future of Mary Barra's leadership and the potential for changes in GM's leadership. Welch also addresses the challenges with the United Auto Workers (UAW) and dealerships in promoting and selling EVs.

Takeaways

1. Need for better consumer education and coverage of electric vehicles to dispel misconceptions and highlight the benefits and ease of ownership.
2. Traditional automakers (especially GM) are finding out that their experience ICE vehicles has not led to as smooth of ramp up in EVs as they had predicted.
3. The growth of electric vehicle sales has slowed down, but it is not in retreat. 
4. EV startups face financial challenges and competition from established automakers and Chinese competition.
5. The struggles with EV growth and the production of battery packs and software have impacted GM's plans.
6. GM's future with autonomy is being tested and Wall Street seems would be very happy if it just went away.
7. Mary Barra's leadership and the future of GM are still uncertain, but her decisions have made it unlikely that the board will get rid of her anytime soon.
8. The UAW and dealerships pose immediate and long term challenges for selling EVs

In this episode, we sit down with Jason Goldfarb of Falcon, Rappaport & Berkman, LLP. We discuss the current state of EV charging and how many of the challenges the industry are seeing have been solved already by learnings from the telecom industry. Specifically the roll out of cell towers for data and overall reception for cell phones.

Tune in to learn about the latest advancements in EV technology and find out what you can expect from the EV market in the next few years. From EV charging infrastructure to renewable energy sources, this episode covers it all!

Summary

Jason Goldfarb, a lawyer specializing in EV infrastructure, discusses the similarities between EV infrastructure and wireless telecommunications. He highlights the challenges in the EV infrastructure industry, such as the lack of due diligence, maintenance issues, variety of infrastructure types, location-specific needs and importance of doing thorough research. and homework before investing in EV infrastructure. We discuss the differences in site needs ranging from level 2 to inter-city DC fast charging locations. The conversation then explores the concept of commercial charging and the importance of creating specific infrastructure for rideshare drivers and fleets. The impact of free charging on business models is also discussed, with a focus on the need for sustainable funding models. Finally, the conversation touches on the importance of uptime and maintenance in EV charging and suggests tying funding to metrics such as utilization and maintenance.

Takeaways

• EV infrastructure shares similarities with wireless telecommunications
• Challenges in the EV infrastructure industry include lack of due diligence and maintenance issues
• EV infrastructure varies in type and implementation depending on location and use case
• Thorough research and homework are crucial before investing in EV infrastructure
• The ideal installation process and business model depend on the specific location and use case Level 3 fast charging is best suited for major mobility corridors and areas between urban and suburban locations.
• Implementing DC fast charging in dense urban areas may not be practical, and level 2 charging in apartment buildings and parking garages may be more suitable.
• Commercial charging infrastructure should be designed to meet the specific needs of rideshare drivers and fleets.
• The impact of free charging on business models should be carefully considered, and sustainable funding models should be developed.
• Uptime and maintenance are crucial for a successful EV charging network, and funding should be tied to metrics such as utilization and maintenance.

Watch the full episode on Youtube

Also if you are looking to either buy a Tesla or even test drive one, feel free to use our referral code.

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In this episode, we sit down with Yakov Berenshteyn from WeaveGrid. Their platform is a software built for electric vehicles, EV Charging, renewable energy and how all this ties to utilities ability to manage all of these variables. We discuss the future of EVs and how they will impact the automotive industry and the environment by 2024.

Tune in to learn about the latest advancements in EV technology and find out what you can expect from the EV market in the next few years. From EV charging infrastructure to renewable energy sources, this episode covers it all! Don't miss this insightful conversation with Yakov Berenshteyn.

Summary

Yakov Berenshteyn, the Director of Automotive & Charging Partnerships at WeaveGrid, discusses the company's mission to help decarbonize transportation through their software platform. They work with electric utilities, automakers, and charging hardware providers to deliver grid services and optimize charging loads. Yakov explains the crawl, walk, run approach to vehicle-to-grid transition and the challenges and misconceptions in implementing it. He also shares upcoming products and partnerships, the gaps in the electric vehicle and charging space, the importance of education in the dealership space, and the need for consistency and integration in EV experiences. In this conversation, Yakov Berenshteyn discusses WeaveGrid's mission and the importance of their technology in the electric vehicle charging industry. He also talks about their plans to spread the word about WeaveGrid and their participation in events like SXSW.

Takeaways

• WeaveGrid's software platform helps decarbonize transportation by delivering grid services and optimizing charging loads of electric vehicles coming onto the grid.
• GridWeave's crawl, walk, run approach is used to transition to vehicle-to-grid, starting with understanding charging hotspots and implementing behavioral nudges, then moving to actively managing charging, and eventually solving distribution challenges.
• Gaps in the electric vehicle and charging space include the need for education in the dealership space and the integration of charging networks into a single app.
• Consistency and integration in EV experiences are important to provide a seamless and delightful user experience. WeaveGrid plays a leading role in the electric vehicle charging industry by providing digital infrastructure.
• Keep an eye out at industry events like SXSW, which provide opportunities for WeaveGrid to showcase their technology.
• WeaveGrid's technology is crucial for enabling efficient communication and data sharing between different technologies in the industry.

Check out WeaveGrid and Toyota's Press Release

Watch the full episode on Youtube

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Summary

John Volcker, Contributing Editor to Car & Driver (and one of the co-hosts of Tempting Fate Tours), discusses his background in EV journalism and the auto industry's transition to electric vehicles. He shares his insights on the perception of EVs and the factors that have contributed to their acceptance. Along with discussing some of the current trends in the industry. 

Takeaways

• The EV transition is unstoppable, but still face hurdles in the short term and it will take time to reach widespread adoption.
• John recaps his recent experience with Lucid Motors' new SUV shows lots of promise and John is excited to see it on the roads after a recent ride in a prototype.
• The introduction of the Ionna charging network, a collaboration of several automakers (check out John's own article about it). 
• Hydrogen fueling stations have struggled due to infrastructure limitations... and only seems to be worsening.
• Seamless and convenient charging experiences are essential for EV adoption.
• Concerns exist about Tesla controlling the charging infrastructure, along with the associated data, and automakers are frustrated with the performance of Electrify America's charging network (John's great multi-piece article on the state of charging tackles this in part 1).
• Education is crucial for EV buyers and especially salespeople at dealerships.

Watch the full episode on Youtube

Also if you are looking to either buy a Tesla or even test drive one, feel free to use our referral code.

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We sit down with Mavrick Knoles, the President and Co-Founder of Legacy EV.

Summary
Mavrick shares his background and the journey of Legacy EV, an aftermarket automotive company focused on EV parts distribution and workforce development. They provide training and support for individuals and businesses in the EV industry, including EV conversions. Maverick discusses the importance of hands-on learning experiences and the development of industry standards for EV technicians. He also highlights Legacy EV's presence at SEMA and the growth of the EV industry in recent years. This conversation explores the productization and feasibility of EV conversions, highlighting the role of systems like Fellten's Universal Pack in quick conversions. Along with the efficiency and speed these types of kits bring to the conversion process. We discuss the vetting of vendors and the selection of partners along with the validation of conversion kits. Along with the growing transition from used EV parts like those found in salvaged Teslas to buyers looking more at completely new products in their EV builds. Mavrick also shares the challenges of the supply chain, future conversion projects, industry growth, EV Tech education, and the availability of fast charging capabilities in EV conversions.

Takeaways

• Legacy EV is an aftermarket automotive company that provides EV parts distribution and workforce development.
• Hands-on learning experiences are crucial for understanding EV technology and building skills.
• Industry standards for EV technicians are important for ensuring safety and quality in the industry.
• The EV industry has grown significantly in recent years, with a greater focus on EV conversions and education. The productization of EV conversions and the availability of interchangeable and off-the-shelf parts make conversions more feasible and approachable for a wider audience.
• Ready to bolt in kits play a crucial role in quick conversions, cutting down build time, product sourcing and simplifying the process.
• The validation and installation of conversion kits ensure their functionality and compatibility with different vehicles.
• The industry is experiencing rapid growth, driven by advancements in technology, education, and customization options for EVs.

Watch the full episode on Youtube

Also check out our previous episode with Chris Hazell from Fellten Systems

Also if you are looking to either buy a Tesla or even test drive one, feel free to use our referral code.

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In today's episode I share a few updates about the channel along with sharing my recent experience helping my mother find an EV to replace her current car along with recent Tesla Service experience and trying Tesla's "Full-Self Driving" software for the first time in almost a year.

Watch the full episode on Youtube

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We sit down with Brandon Bartneck, the Host of the Future of Mobility Podcast and the Vice President & General Manager at Edison Manufacturing and Engineering.

Summary

In this conversation, I discuss with Brandon Bartnick Edison's contributions to manufacturing in the mobility space. We explore topics such as the value proposition of plug-in hybrids, the challenges of towing with electric vehicles, and the interest in electrification in various industries. We also touch on the future of the EV space, how automakers are handling sales challenges in the industry to plan long term and the importance of finding the right vehicle for different use cases. Overall, the conversation highlights the complexities and opportunities in the transition to sustainable transportation. We also explore the specialized equipment and customized solutions required in various industries, the focus on automation and electrification in commercial environments, the motivations for decarbonization, and the innovations in electric manufacturing. It's clear in this episode the importance of quality and supply chain management in manufacturing and the supply chain challenges faced by charging companies. 

Takeaways

• The perception and positioning in the electric vehicle market have shifted, with companies focusing on capital efficiency and responsible growth.
• The value proposition of plug-in hybrids varies depending on individual needs and use cases.
• Choosing the right vehicle for different use cases, such as suburban or rural areas, requires considering factors like range, charging infrastructure, and practicality.
• The challenges of towing with electric vehicles and the need for advancements in charging technology for fleet and commercial applications.
• Interest in electrification extends to various industries, including aviation, where decarbonization remains a complex challenge. Specialized equipment and customized solutions are necessary in various industries, requiring a deep understanding of unique needs and use cases.
• Automation and electrification are key focuses in commercial environments, where controlled and predictable conditions allow for safer and more efficient operations.
• Motivations for decarbonization vary, with some driven by self-interest and market trends, while others are influenced by government regulations and mandates.
• Innovations in electric manufacturing include robust quality control processes and supply chain management to ensure efficient production and timely delivery.
• Charging companies face supply chain challenges, such as lead time uncertainties and component availability, which can impact the rollout of charging infrastructure.

Watch the full episode on Youtube

Also if you are looking to either buy a Tesla or even test drive one, feel free to use our referral code.

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Part 2 of our panel with Grid Connections guests from 2023 including: John McElroy (President of Autoline), Loren McDonald (Founder of EVAdoption) and Matt Teske (Founder of Chargeway).   

Summary

In the second part of this panel we continue our discussion around the big events in 2023 with the automotive space and positioning of Electric Vehicles (EVs). Key topics include - How Chinese EVs are disrupting the global auto market, the importance of designing cars as user defined vehicles, the many challenges legacy automakers are facing around rolling out EVs, whether a software recall should be called a recall, the challenges brands are having in communicating the value of EVs and then wrap up with our predictions for what we may see in 2024!

Key Takeaways

1. Chinese EVs: Increasingly influential in shaping the global automotive market, setting new benchmarks in technology and design.
2. User Defined Vehicles: Software plays a profound role in consumer buying preferences, allowing for user-defined vehicles that can be customized to individual needs and tastes.
3. Challenges for Legacy Automakers: Integrating advanced software into their EV designs, requiring a shift in engineering and corporate culture.
4. Software Recalls: A new term may be needed for when a 'recall' is needed but can be solved with a software update. 
5. Clear Communication around EVs: Effective communication is crucial in educating consumers about the value of EVs and preventing confusion.
6. Predictions for 2024: 
   1. The $7,500 tax credit now being available to car buyers at the point of sale may only have a marginal impact on EV sales due to overall auto sales and how few EVs now qualify for the full amount.
   2. Leasing options will still be attractive to consumers who want to buy an EV and want to get the $7500 credit for an EV that normally wouldn't qualify.
   3. With all auto sales slowing down and now that supply chains have caught up, we should expect to energy density in batteries increase as one way for EVs on the market to be more competitive.
   4. Since automakers won't offer the North American Charging Standard (NACS) on their vehicles as standard until 2025, needing to use an adapted at superchargers for non-Teslas may also keep car buyers interested in EVs on the sidelines.
   5. Plug-in hybrids will see a resurgence in sales as automakers who struggled with full EVs cater to different market segments and price points.
   6. The charging infrastructure industry is likely to experience a shakeout and consolidation in 2024.

Haven't Seen Part 1? -
Watch the full episode on Youtube

Prefer Audio? Listen to part 1 on Apple Podcasts or on Spotify Podcasts

Watch previous episodes of the podcast featuring members from this panel on Youtube:
Episode 22: Matt Teske of Chargeway

Episode 14: Loren McDonald of EVAdoption

Episode 13: John McElroy of Autoline

Also if you are looking to either buy a Tesla or even test drive one, feel free to use our referral code.

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In this episode I sit back down with some of Grid Connections guests from 2023 including: John McElroy (President of Autoline), Loren McDonald (Founder of EVAdoption) and Matt Teske (Founder of Chargeway).   

Episode Summary:
We explore 2023's transformative trends in the Electric Vehicle (EV) industry in this first episode of a two-part panel discussion. Key topics include - Widespread adoption of the North American Charging Standards (NACS), roll out of the National Electric Vehicle Infrastructure program (NEVI), 2023's turbulent EV sales growth, how EV startups are reshaping the North American market, the critical role of software in EV advancements, and the unmissable impact of Tesla's Cybertruck.

Key Takeaways:

1. EV Sales Growth: Notably slower pace, challenging industry predictions.
2. Legacy Automakers' Challenges: Misjudging the EV market and sales forecasting.
3. Charging Standards Revolution: Tesla's NACS leading, prompting industry-wide adoption.
4. NEVI Program Rollout: Progress in US charging infrastructure.
5. OEMs Slowing EV Production Down: Means more opportunity for Tesla and the EV startups seeing success like Rivian and Lucid.
6. Software's Role in EVs: Driving innovation through user experiences.
7. Cybertruck's Niche Appeal: Unconventional design attracting a unique customer base, while some traditional buyers remain hesitant.
8. Electric Pickups & SUVs: Opportunities missed by legacy automakers.
9. EV Profitability: High-volume sales as a key, exemplified by Tesla's Model 3 & Model Y.
10. Market Competition: Growing rapidly with diverse consumer options.

Coming Up in Part 2: Delving into the global influence of Chinese EVs, the overriding role of software in the EV industry and our panel's predictions for 2024.

Watch previous episodes of the podcast featuring members from this panel on Youtube:
Episode 22: Matt Teske of Chargeway

Episode 14: Loren McDonald of EVAdoption

Episode 13: John McElroy of Autoline

Also if you are looking to either buy a Tesla or even test drive one, feel free to use our referral code.

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 Summary
In this episode, we speak with Matt Teske, the founder of Chargeway, about the new version of the Chargeway app (what we refer to as as Chargeway 2.0). We discuss how Chargeway simplifies EV charging and helps users understand the charging process. We also explore the challenges and opportunities in the EV charging ecosystem, including the integration of Chargeway with car infotainment systems and the collaboration with OEMs. The conversation highlights the importance of making EV charging hassle-free and the need for clear communication and education in the industry. We also touch on the topic of vehicle-to-grid technology and its potential impact on consumers. The conversation explores the challenges and opportunities in the electric vehicle (EV) industry, focusing on the role of utilities, charging infrastructure, and consumer education.

Takeaways

• Chargeway simplifies EV charging and helps users understand the charging process by using colors and numbers to represent plug types and power levels.
• The new version of the Chargeway app, Chargeway 2.0, offers additional features such as a charge time estimator and a trip planner.
• Chargeway is working with OEMs to integrate their software into car infotainment systems, making it easier for users to access charging information.
• The EV charging industry faces challenges in terms of communication, education, and standardization, which need to be addressed to make EV charging more accessible and user-friendly.
• Vehicle-to-grid technology presents opportunities for consumers, but there are still issues to be resolved, such as the cost and practicality of implementing the technology. Visibility into EV locations and V2X capability is crucial for utilities to manage the grid effectively.
• The transition from influence to control in managing EV charging requires a strong value proposition and trust from consumers.
• Solar and home batteries can offset a significant portion of the energy load and provide backup power during outages.
• Virtual power plants offer opportunities for grid optimization and load management.
• Consumer education and trust-building are essential for successful EV adoption and charging infrastructure development.

You can download the new version of the Chargeway app in either the Apple App or Android App stores.

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In this episode, I recap this year's guests from the past season of Grid Connections. Along with some early predictions for the EV space for 2024. In addition, I want to say thanks to all of our listeners for their support as well! Also please share any recommendations for what you'd like to see more of or guests to have on in the new year: Guests@connectingthegrid.com

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In this episode we speak with Lew Cox, Senior Director of Business Development and Andrew Kelley, Director of Energy Solutions at XCharge North America. We talk about XCharge's DC fast charging technology they offer in North America and how they stand out compared to others in the space. We also discuss some of the challenges that all fast charging installations are seeing currently in North America and how XCharge is addressing it.

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In this episode we speak with JT (Jeff) Franklin, founder of Franklin's Garage. He's opened two boutique DC Fast charging locations in Little Rock and Hot Springs, Arkansas. JT's approach to opening fast charging is to make it easy, fun and competitively priced. I originally came across JT and his business via Kyle Conner at Out of Spec Studios' video about Franklin's Garage. They're impressive sites and in this episode he shares how he's grown the business and some of the mistakes he's made along the way. I was also impressed with how he's approached his vision with a very realistic and cashflow focused mindset. This includes offering other services like a traditional convenience store to others not so common, like having a farm in a shipping container.

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In this episode we speak with Chris Hazell, from Fellten Systems. We talk about how his company is building kits to help electrify current cars on the road. Currently they're mostly based in the UK and EU but in the upcoming year they're looking to expand to North America with local partners like LegacyEV in the US and start shipping Fellten's new Universal Battery Pack. Along with a special kit that I'm excited about just for the classic Land Rover Defender. 

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In this episode we speak with Branden Flasch, from the Branden Flasch youtube channel. We talk about his unique background that has given him a great perspective on charging infrastructure and charging an EV on a roadtrip. We also talk about where we see strengths and weaknesses in the current EV landscape. We discuss how level 2 and DCFC charging is having an influence on those challenges and what can be done to avoid those headaches as drivers. Along with what we hope to see done to improve the current EV charging situation in North America.

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In this episode we speak with Tu Le, the founder of Sino Auto Insights, also the co-host of the China EVs and More podcast. We talk about his unique background that has given him a great perspective on the rise and influence of Chinese automotive manufacturers. From growing up in Detroit and then moving out to the San Francisco bay area to living in China. How all of these experiences helped him see where the industry is headed with the transformation of the auto industry. Whether the disruptions is electrification, autonomy or user defined vehicles through software and how all of these technologies overlap. Enjoy a very informative and entertaining episode!

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In this episode we speak with Tom Moloughney, the founder of State of Charge, also the co-host of the Batteries Included podcast and his new website evchargingstations.com. We talk about what got him into EVs, his favorite EVs that's he owned, along with his channel State of Charge. We then discuss the current state of EV Charging, especially around level 2 charging. We also cover the growth of EV infrastructure (or sometimes lack there of), along with the importance of safety for EV charging and some things to be aware of with properly setting up Level 2 charging. 

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In this episode we speak with Loren McDonald, the founder of Evadoption.com. We talk about what led him to found the company along with the current state of EV Charging, especially around NEVI and new IRA government funding for growing charging infrastructure. We discuss his background along with the growth of the EV infrastructure, How NEVI is helping and also slowing down EV charging infrastructure along with the importance of Level 2 charging. 

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We sit down with John McElroy, the President of Autoline. They are dedicated to reporting on, discussing and dissecting the inner workings of the auto industry and the products that it makes In today’s episode we discuss the current UAW strike, the current state of Electric vehicle manufacturing, how Tesla is standing out in the automotive space, autonomous vehicles and where the automotive industry is headed. 

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This week Paul Herrold of the Sons of Speed sits in for Jill. In the first segment, Paul shared the details of his recent trip to Italy which included a visit to the Maserati factory, and a test drive of the brand’s exotic MC20 sports car. Paul and Tom also discussed recent cuts to the price of Ford’s electric F-150 Lightning pickup truck. 

In the second segment Paul and Tom welcomed Don Drucker, Operations Manager of Chicago’s legendary Superdawg drive-in restaurant to the Car Stuff Podcast. Don shared the institution’s history, and talked about late-night car culture. Superdawg celebrates its 75th anniversary this year. 

Paul is subjected to Tom’s “Which Costs More?” quiz in the final segment, and Tom talked a little about driving an affordable base-trim Jeep Grand Cherokee L.