Canada

On December 4, DesRosiers Automotive Consultants reported that an estimated 156,000 units were sold in Canada in November, up 8.8% from the same month in 2023, though with one extra selling day, making it the highest November figures for the last seven years. November 2024’s figures were similar to the month before, as October’s figures were also up 8.8% but with 162,000 vehicles.

The SAAR for November 2024 came in at 2.04 million, behind only January and February in 2024.

With only one month left to go in 2024, the market has already exceeded 2023’s year-end total of 1.72 million units.

On November 13, Scotiabank maintained its previous October forecast of 1.78 million full-year sales in Canada for 2024 and 1.80 million for 2025.

(DesRosiers releases on December 4, 2024) 1 / 2 / 3 (Scotiabank release on November 13, 2024)

On December 4, Nissan announced that ARIYA drivers will gain access to 17,800 Tesla Superchargers within the NISSAN ENERGY Charge Network (NECN) beginning on December 10. The expansion brings the total NECN to more than 100,000 public chargers in the U.S. and 25,000 in Canada.

Nissan EV owners will need a Nissan-provided North American Charging Standard (NACS) adapter kit to access Tesla Supercharger stations, now available for USD 235. Starting in 2025, Nissan will begin fitting EVs for the U.S. and Canadian markets with a NACS port.

In addition to the newly added Tesla Supercharger network, NECN also includes access to Electrify America, the Shell Recharge branded network, ChargePoint and EVgo networks, in the U.S. In Canada, access includes ChargeHub, Shell Recharge branded network, FLO, Chargepoint, Circuit Electrique, BC Hydro, and the IVY branded network.

(Nissan release on December 4, 2024)

On December 5, QuantumScape Corp. announced that next-gen heat treatment equipment for its separator production process, Cobra, has been developed, delivered, installed and released for initial separator processing.

Achieving this milestone puts the company on track to deliver higher-volume samples of its first planned commercial product, QSE-5, in 2025, and is a major step toward the commercialization of solid-state batteries for electric vehicles (EVs).

Cobra represents a significant innovation in ceramic solid-state separator production, benefiting both scalability and cost efficiency. QuantumScape’s fast separator production process will allow its battery technology to be manufactured at gigawatt-hour scale. The company is targeting Cobra integration into its cell production in 2025.

With the achievement of this milestone, the company has now fulfilled all four of its key annual objectives for 2024:

1. Prepare for Cobra production in 2025: With today’s announcement, QuantumScape has taken delivery, installed and released for initial separator processing key equipment for its advanced separator manufacturing process, Cobra.
2. Begin low-volume QSE-5 prototype production: In October, QuantumScape announced it had started producing and shipping the first low-volume B samples battery cells for automotive customer testing.
3. Ramp Raptor process: Raptor, the first stage of QuantumScape’s fast separator production process, entered the company’s baseline process in Q3 of 2024.
4. Ship Alpha-2 samples: Earlier in the year, the company announced that it started shipping Alpha-2 samples to customers.

(QuantumScape Corp. release on December 5, 2024)