Hello! Thank you for checking out this week’s EV North Newsletter!

Welcome to The EV North - a weekly newsletter that brings together some of the biggest EV news stories and delivers them to your inbox. There is a focus on Canada & North America but you’ll also find EV news from around the world!

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In this issue:

• NOVONIX Secures Binding Offtake Agreement with PowerCo for Synthetic Graphite Supply.

• Canada's e-Auto Challenge: Driving Innovation in Electric Vehicle Technology.

• 2025 Kia EV6 Unveiled in LA: Enhanced Design, Advanced Tech, and Greater Range.

• California to exclude Tesla from EV Rebate Proposal?

• Audi Unleashes the 2025 RS e-tron GT.

• Rivian Secures $6.6 Billion Conditional Loan Approval from DOE for Georgia EV Plant.

• +more!

Canada

NOVONIX Secures Binding Offtake Agreement with PowerCo for Synthetic Graphite Supply.

NOVONIX, located in my home province of Nova Scotia, is a leader in battery materials and technology. Recently, they have announced an agreement with PowerCo SE (“PowerCo”), securing a minimum supply of 32,000 tonnes of high-performance synthetic graphite over five years starting in 2027.

Established by Volkswagen in 2022, PowerCo is well established in global battery cell production, managing international factory operations, advancing cell technologies, and integrating the battery value chain. The company’s gigafactory locations include Salzgitter in Germany, Valencia in Spain, and St. Thomas in Canada, with a combined target capacity of 200 GWh/year. This agreement builds upon the non-exclusive Testing and Development Agreement signed in March 2024 between NOVONIX and PowerCo.

NOVONIX’s Riverside facility in Tennessee, is set to become North America’s first large-scale synthetic graphite production site for battery applications. Set for commercial production in 2025, the facility will initially produce 20,000 tonnes per annum (tpa) to meet existing commitments. The facility benefits from significant U.S. government support, including a $100 million USD grant from the Department of Energy’s Office of Manufacturing and Energy Supply Chains (MESC) and $103 million USD investment tax credit for facility funding.

Additionally, NOVONIX is planning a second U.S.-based facility with an initial capacity of 30,000 tpa, scalable to 75,000 tpa, to meet rising demand. Total synthetic graphite production is projected to reach at least 150,000 tpa, driven by customer commitments and market growth.

Key Terms of the Agreement

• Minimum Commitment: 32,000 tonnes of synthetic graphite over five years.

• Pricing Structure: Agreed-upon terms between NOVONIX and PowerCo.

• Supply Timeline: Commercial supply to commence in 2027, contingent on NOVONIX achieving mass production qualifications, meeting compliance criteria, and securing necessary facility financing. PowerCo retains the right to terminate the agreement if these conditions are not met.

For more information on NOVONIX please visit www.novonix.com.

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Canada's e-Auto Challenge: Driving Innovation in Electric Vehicle Technology.

The National Research Council of Canada (NRC) has launched the e-Auto Challenge program to accelerate the development and commercialization of electric vehicle (EV) technologies. This initiative aims to position Canada as a global leader in the light-duty EV sector by leveraging the nation's robust supply chain, technological innovation capacity, skilled workforce, critical mineral resources, and abundant clean energy.

The e-Auto Challenge program seeks to:

• Accelerate Growth: Support the expansion of existing and emerging Canadian automotive suppliers by de-risking and advancing novel EV technologies.

• Achieve Zero-Emission Targets: Contribute to Canada's goal of 100% zero-emission vehicle sales by 2035.

The program concentrates on several key areas with significant potential impact on the automotive supply chain:

• Next-Generation Electric Motors: Developing advanced motor technologies to enhance performance and efficiency.

• Advanced Power Electronics: Innovating electronic systems that improve energy management and vehicle functionality.

• Optimized Battery Systems: Creating superior battery solutions for extended range and longevity.

• Charging Infrastructure: Enhancing charging technologies and infrastructure to support widespread EV adoption.

• Connected and Autonomous Vehicle Systems: Integrating connectivity and autonomy features to advance vehicle intelligence and safety.

The NRC invites collaboration from stakeholders across the light-duty automotive supply chain, including original equipment manufacturers, suppliers, small and medium-sized enterprises, academic institutions, not-for-profits, and Indigenous organizations. Partners will work together to accelerate EV technology development and deployment, leveraging Canada's research and development capabilities.

Grant and contribution funding is available through the NRC's National Program Office for eligible collaborators offering complementary expertise. Interested parties can express their interest by contacting the program via email at [email protected].

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EV Around the World 🌏

2025 Kia EV6 Unveiled in LA: Enhanced Design, Advanced Tech, and Greater Range.

The 2025 Kia EV6 has made its debut at the Los Angeles International Auto Show, showcasing impressive updates to design, technology, and battery options. Building on its legacy as the 2023 North American Utility Vehicle of the Year, this refreshed model enters the market with new features designed to captivate modern drivers.

Redesigned headlights feature Kia's Star Map lighting with wing-like DRL graphics for a high-tech, dynamic appearance. The front bumper and hood display sharper character lines, while the rear incorporates three-dimensional taillights and a wide, wing-type bumper design.

Updated cladding and a more angled side sill molding add to the EV6's bold stance, complemented by new wheel options ranging from 19 to 21 inches.

The horizontal design theme creates a spacious cabin feel. A standard dual curved 12.3-inch display, D-shaped steering wheel, and Star Map ambient lighting elevate the high-tech, sporty ambiance.

The 2025 EV6 offers a variety of trims, including Light, Light Long Range, Wind, GT-Line, and GT, each featuring rear-wheel or all-wheel drive (except the GT, which is AWD-only). Kia offers two battery options:

• Standard Battery: 63.0 kWh with 167 hp and 258 lb.-ft. of torque.

• Extended Battery: 84.0 kWh delivering an estimated 319 miles of all-electric range in RWD configurations.

The AWD setup combines dual motors for 320 hp, while the high-performance GT trim generates up to 641 hp in GT mode with a thrilling Virtual Gear Shift feature for immersive driving.

With an 800-volt DC system, the EV6 can add significant range in minutes. The charge port (now relocated for convenience) supports the North American Charging Standard (NACS) so owners will be able to take advantage of the Tesla Supercharger network.

Upgrades like a belt-type steering column and reinforced frame deliver better responsiveness and safety. Additional soundproofing ensures a serene driving experience.

The 2025 EV6 incorporates Kia’s next-gen Connected Car Navigation Cockpit (ccNC) system with faster processing and over-the-air updates for navigation, powertrain, and safety features.

The Kia Connect Store adds entertainment and connectivity options like:

• Streaming Services and Gaming: Integrated video, music, and gaming apps.

• Wi-Fi Hotspot: Stay connected on the go.

• Custom Themes: Personalize the EV6 display with your favorite NBA team’s colors and logos.

• Advanced Driver Assistance and Parking Features

• ADAS Suite: Includes Forward Collision-Avoidance Assist 2, Highway Driving Assist 2, and new features like Junction Turning and Evasive Steering Assist.

• Parking Innovations: Remote Smart Parking Assist 2, parking collision avoidance, and flush door handles with automatic deployment come standard.

Kia enhances the EV6's utility with a towing capacity of 2,700 lbs. for long-range models, making it a practical choice for adventurers. The vehicle also automatically adjusts its distance-to-empty calculation based on trailer weight.

The 2025 Kia EV6 will be assembled at Kia Georgia, alongside the EV9, and is expected to go on sale in the first half of 2025. With its blend of cutting-edge technology, innovative design, and enhanced performance, the EV6 remains a frontrunner in the competitive EV market.

California to exclude Tesla from EV Rebate Proposal?

Reuters reports that California Governor Gavin Newsom has announced a proposal to reinstate the state's Clean Vehicle Rebate Program (CVRP) in response to President-elect Donald Trump's plans to eliminate the federal $7,500 electric vehicle tax credit. This initiative aims to sustain California's leadership in EV adoption and environmental sustainability.

The proposed state-level rebates may exclude Tesla vehicles, as indicated by the governor's office. This exclusion could affect Tesla's market position, given its significant presence in California's EV sector. Tesla's stock experienced a decline following the announcement. Governor Newsom plans to fund the revived CVRP through the state's Greenhouse Gas Reduction Fund. This approach comes amid California's projected $2 billion budget deficit, highlighting the administration's commitment to environmental initiatives despite fiscal challenges.

Electric vehicles constitute 22% of California's car sales, with the state recently surpassing 2 million zero-emission vehicle sales. Details of the rebate program, including eligibility criteria and rebate amounts for new and used EVs, are under negotiation. The final structure will be influenced by the state's budgetary constraints and policy objectives.

Tesla and Governor Newsom have previously clashed over state policies, notably during the COVID-19 pandemic regarding factory operations. The current proposal adds a new dimension to their complex relationship.

Audi Unleashes the 2025 RS e-tron GT.

The 2025 Audi RS e-tron GT and S e-tron GT have officially launched. With improved power, lightning-fast acceleration, and advanced technologies, the RS e-tron GT becomes Audi’s most powerful and fastest accelerating production vehicle to date.

Audi’s flagship RS e-tron GT joins the ranks of elite electric supercars:

• Nearly 1,000 Horsepower: Unleashing thrilling speed for adrenaline enthusiasts.

• 0-60 mph in 2.4 Seconds: Achieving a record-breaking acceleration that redefines electric performance.

• Both models showcase Audi’s dedication to merging jaw-dropping power with everyday practicality.

S e-tron GT

• The S e-tron GT delivers stunning performance for a wider audience:

• 670 Horsepower for an exhilarating driving experience.

• 0-60 mph in 3.3 Seconds, making it a thrill on the road.

• EPA-Estimated 300-Mile Range, ideal for long-distance drives without compromise.

RS e-tron GT Performance

• The RS e-tron GT obliterates the boundaries of EV performance:

• Push-to-Pass Boost: Delivers an extra 94 horsepower at speeds over 19 mph for 10 seconds.

• 105 kWh Battery: Provides advanced thermal management and cutting-edge energy efficiency.

• Upgraded Chassis Technologies: For superior handling and track-ready capabilities.

• Range estimates for the RS e-tron GT are TBD.

Audi enhances the 2025 e-tron GT lineup with the following upgrades:

• Advanced Recuperation: Recovers up to 400 kW during braking, maximizing energy efficiency.

• Faster Charging: Achieves a 10-80% charge in just 18 minutes with 320 kW DC fast charging.

• Active Suspension: Provides better cornering dynamics and improved ride comfort.

Exclusive to the RS model, this feature optimizes torque distribution and suspension for unparalleled grip and precision on challenging roads or racetracks.

The 2025 Audi e-tron GT lineup is available for order through U.S. dealerships with the S e-tron GT starting at $125,500 USD and the RS e-tron GT Performance starting at $167,000 UDS.

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Rivian Secures $6.6 Billion Conditional Loan Approval from DOE for Georgia EV Plant.

Rivian Automotive, has announced a conditional commitment from the U.S. Department of Energy’s (DOE) Advanced Technology Vehicle Manufacturing (ATVM) Loan Program for up to $6.6 billion USD. This funding aims to accelerate Rivian's expansion in electric vehicle (EV) manufacturing and reinforce its leadership in the EV industry. The loan, if finalized, will fund the construction of Rivian’s next manufacturing plant in Stanton Springs North, Georgia, located near Social Circle. This state-of-the-art facility will be built in two phases, each adding 200,000 units of annual production capacity for a total of 400,000 units per year. The plant will focus on producing Rivian’s R2 SUV and R3 crossover, midsize electric vehicles engineered for capability, affordability, and performance. The project is expected to create 7,500 operational jobs and 2,000 construction jobs by 2030, supporting local talent and the broader U.S. EV ecosystem.

The conditional loan commitment aims to help strengthen America's EV manufacturing base. By investing in Rivian’s project, the U.S. government aims to expand EV production, support job creation, and maintain U.S. leadership in the strategically critical EV industry.

Rivian plans to design a cutting-edge facility less than an hour from downtown Atlanta, employing modern construction techniques to ensure operational efficiency, environmental stewardship to preserve natural spaces and minimize impact, and community investments to uplift surrounding areas and foster local growth. This Georgia facility adds to Rivian's growing presence, complementing its existing plant in Normal, Illinois, which has already created thousands of jobs and revitalized the local economy. The company’s expanding footprint positions it as a key player in the global shift toward electric mobility.

The DOE’s ATVM Loan Program has a proven track record of energizing American EV innovation. Past recipients of the program include industry leaders like Tesla (some Tesla fanboys may forget that Tesla utilized similar loans in the past) and General Motors, whose success stories highlight the program’s pivotal role in shaping the U.S. EV landscape. While the conditional commitment signals the DOE’s intent, Rivian and the Department must meet various technical, legal, environmental, and financial conditions before the loan is finalized. Once approved, the loan will be secured by project assets, fixed assets, and guarantees from Rivian Automotive, Inc. and its subsidiaries.

QuickEV

• Northvolt files for bankruptcy in the US.

• Tesla and Rivian are settling their battery tech theft lawsuit.

• [GALLERY] Tesla Cybercab is in NYC.

• Ioniq 9 Vs. Vistiq Vs. R1S Vs. EV9: Here’s How They Compare.

• Meet Kia’s new EV5 GT Line SUV, starting under $30,000 in China.

• GM And Hyundai EV Pickup Could Be In Development.

• Tesla converts Shell gas station into Supercharger and it looks awesome.

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