Chinese companies, including BYD, are leading the electric vehicle (EV) industry. They have pioneered world-class EVs and are now introducing a surprising solution to extend the range of some of their latest models—gasoline generators.
At the Shanghai International Auto Show this week, BYD unveiled its luxury SUV, the Yangwang U8, alongside other electric vehicles like Chery’s Xingtu ET. These models boast impressive ranges, claiming over 1,000 kilometers on a single charge.
The secret behind this impressive range lies in a small gasoline generator, known as a range extender. This device connects to the car’s battery and provides power only when necessary. Although it runs on gasoline and emits emissions, the range extender does not connect to the wheels. This means the vehicles, classified as extended-range electric vehicles (EREVs), can still operate in 100% electric mode despite consuming gasoline.
Last year, the EREV technology saw rapid adoption in China. According to consulting firm McKinsey, sales of EREVs surpassed 1 million units, representing 6% of the market. While this technology remains rare outside of China, that could soon change.
In the U.S., Stellantis plans to release an extended-range version of its Ram 1500 pickup truck. Meanwhile, its Chinese partner Leapmotor has already launched the C10 SUV in Europe. Volkswagen, too, is preparing to introduce an extended-range Scout pickup truck in the U.S. after unveiling an extended-range SUV at the Shanghai Auto Show. Horse Powertrain, a joint venture between France’s Renault and China’s Geely, also showcased an engine that can be used in electric vehicles.
A Global Expansion for EREVs?
EREVs fall under the category of rechargeable hybrids. These vehicles are considered a promising option in markets like Europe and North America, where the shift to full electrification has been slower than anticipated. When properly charged, EREVs produce fewer emissions than traditional petrol cars, addressing concerns about driving range.
A survey by McKinsey published on Tuesday revealed that nearly a quarter of customers in Europe and the U.S. would consider an EREV as their next vehicle. Stellantis’ Sebastien Jacquet noted that the EREV concept is particularly appealing in the U.S. due to its ability to meet “very American needs,” such as long-distance travel and towing heavy loads like boats. While electric vehicles can tow, their limited battery range—often only 100 kilometers—has made the extended-range solution more attractive.
However, the future of EREVs in Europe is less certain. Unlike the U.S., Europe has committed to a transition to a 100% electric car market, with a target cutoff point set for 2035. Some countries, especially Germany, have advocated for exceptions for non-electric but cleaner engines.
Holger Klein, head of German equipment manufacturer ZF, questioned the wisdom of investing in new production facilities if there is an end date for combustion engine technology. “Who would now invest into new capacities if you know that there’s a natural end to it in 2035?” he asked.
Volkswagen’s CEO, Oliver Blume, acknowledged the potential of range extenders to lower the initial cost of electric mobility for consumers. However, he also expressed confidence that, in the long run, advancements in battery technology will enable pure electric vehicles to achieve longer ranges without the need for range extenders. “In a few years, battery development will reach a point where longer ranges will be achievable by purely electric vehicles,” Blume stated.
