Is the world’s largest automaker finally responding to the rapidly changing auto industry? Toyota is now considering ramping up production of its first 100% electric mass-market vehicle, the bZ4X SUV, but not until 2025, according to sources familiar with the plans.
Earlier this week, Reuters released that Toyota is considering changing its EV strategy after seeing the momentum of Tesla and other automakers entering the booming electric vehicle market are having.
It’s no secret over the past few years, Toyota has been one of the slowest movers in introducing and scaling the production of fully electric vehicles.
After pioneering the hybrid market with the introduction of the Prius, Toyota has failed to gain any meaningful traction with its EVs. As Electrek has reported for years now, Toyota has, for some reason, criticized going all in on electric vehicles, citing numerous “facts” that have little to no basis.
For example, in August, a Toyota executive claimed that “the consumer isn’t demanding [EVs] at that level,” referring to the US goal of reaching 50% electric vehicle sales share by 2030.
Despite this, most automakers are struggling to keep up with the demand for their electric vehicles. Nearly every other automaker plans to introduce several new EV models in the coming years on their way to an all-electric future.
Instead, the company has insisted on sticking to its hybrid vehicle strategy, which has been successful thus far, helping propel them to the top of the auto industry.
However, the industry is quickly evolving from under them. The International Energy Agency (IEA) estimates that 13% of new cars sold in 2022 will be electric after doubling in 2021 to 6.6 million. To illustrate, more electric vehicles are sold each week than in the entire year of 2012.
On the other hand, Toyota had to halt production of its first EV model, the bZ4X, due to concerning safety recalls. The automaker resumed bZ4X sales in early October and has only sold 232 in 2022, according to Cox Automotive’sQ3 EV sales report.
Now sources familiar with the matter claim Toyota is considering plans to scale production of the bZ4X electric SUV, but not anytime soon.
Toyota to increase production of bZ4X EV SUV in 2025
Not next year or the year after – Toyota is holding out to ramp production of its first electric model until 2025, according to a new report from Reuters. The new agency says according to three people familiar with Toyota’s strategy:
The Japanese automaker is considering increasing production of its bZ4X electric vehicle (EV) crossover by either six or 12 times from its current monthly output of a little more than 1,000 cars a month, from 2025 if it can secure needed components, including semiconductors.
The automaker would add production capabilities at its Takaoka factory, near Toyota’s headquarters. Toyota declined to comment on the situation, however.
Toyota’s bZ4X is sold in the US and Europe, while manufacturing for the EV is in China for the region. In addition, Toyota announced last year it plans to introduce 30 battery electric models to the market by the end of the decade.
Electrek’s Take
Considering Toyota is already late in joining the growing market for EVs, the last thing we want to hear is it will be a few more years until the automaker really takes part.
With EV demand climbing significantly in key markets, waiting any longer can put the company in jeopardy of losing its title as the world’s largest automaker.
Toyota has the resources and network to make the transition. It will come down to when the automaker decides to execute. As of right now, they don’t seem to be in much of a hurry, and that could cost them in the long run.
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In yet another example of ordinary micromobility vehicles being drafted into military use in Russia’s yearslong attack on Ukraine, a new video has emerged showing a failed Russian assault led partially on electric scooters.
In a Russian assault on the industrial city of Toretsk in eastern Ukraine, several Russian soldiers can be seen riding off-road electric kickscooters down a scarred and cratered road.
They stop to carry the scooters over the worst sections of broken road, before continuing on. One soldier appears to fall off of his scooter after hitting debris. He stands back up, rights the scooter, and the group rides on.
Above them, a small Ukrainian drone watches their every move.
After reaching a damaged, abandoned one-room structure, the Russian soldiers toss their scooters aside. With its roof missing, the drone easily watches the soldiers descend a tunnel a shaft in the floor. Seconds later, a Ukrainian munition destroys the structure.
It’s becoming a more common scene, Lt. Col. Dmytro Pavlenko-Kryzheshevskyi explained to the New York Times. Pavlenko-Kryzheshevskyi, the Chief of Intelligence for the 12th Special Operations Brigade Azov that repelled the assault, described how the scooters have grown more widespread in Russian attacks.
“Hitting just one piece of equipment carrying 15 people, well, that’s possible, it can be done quite easily. But when those 15 people are riding electric scooters, then that’s a very big problem.”
Russian troops have been met with staggering losses during their relentless assault on Ukraine, and the adoption of smaller vehicles may be part of a tactic to shake up Ukrainian defenders. The continued loss of tanks and armored personnel carriers (APCs) may have also played a role in Russia’s shift to adopt scooters, motorcycles, ATVs, UTVs, and other typically civilian micromobility vehicles for military use.
Unlike Russia, which appears to have moved towards micromobility vehicles partly out of necessity, Ukraine has used such vehicles for years in more targeted operations.
In 2022, we watched as Ukrainian electric bicycle manufacturer Delfast’s electric bikes were outfitted for use as a mobile platform for carrying NLAW rockets used to destroy Russian tanks.
The Ukrainians have also used powerful electric bikes as silent, stealthy vehicles for inserting sniper teams at the front lines, allowing soldiers to emplace quickly and effectively.
An electric kickscooter was recently rigged with explosives and used to assassinate Russian Lt. Gen. Igor Anatolyevich Kirillov, the head of the Chemical, Biological, and Nuclear defense troops of the Russian military. Ukrainian security services claimed responsibility for the attack, which occurred outside Kirillov’s building in a Moscow neighborhood.
For its part, Russia has also employed non-conventional vehicles, though to much lesser effect. For example, its golf cart-mounted soldiers fared much worse when attempting to storm Ukrainian positions last year.
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A Tesla Cybertruck “exploded” in front of the Trump Hotel in Las Vegas, Nevada. The police are investigating the cause of the fire and what is been described as an explosion.
The incident happened Wednesday morning in the valet area of the Trump International Hotel in Las Vegas.
A fire was first reported around before 9 AM.
Shortly after, the Las Vegas Metropolitan Police Department confirmed that the fire has been put out and they are investigating the situation:
We are investigating a vehicle fire at the entrance to Trump Towers. The fire is out. Please avoid the area.
At this time, it’s unclear if there were any injuries.
Due to the location of the incident, many people on social media speculated that this could be an attack, but there’s no evidence of that so far.
Eric Trump, executive vice-president of the Trump Organization, commented on the incident and referred to it as an “electric vehicle fire”:
Earlier today, a reported electric vehicle fire occurred in the porte cochère of Trump Las Vegas. The safety and well-being of our guests and staff remain our top priority. We extend our heartfelt gratitude to the Las Vegas Fire Department and local law enforcement for their swift response and professionalism.
Several witnesses described the incident as an “explosion.” Some said that the Cybertruck pulled up to the valet area, lowered itself (the Cybertruck is equipped with adaptive suspension), and then smoke quickly started to come out of the vehicle.
Within a few seconds, the Cybertruck exploded “like fireworks,” based on a surveillance video that was released (vis Gambling News):
Electric vehicle batteries can sometimes catch on fire, but statistically, they don’t catch on fire at a higher rate than fossil fuel-powered vehicles.
If this is indeed a Cybertruck catching on fire without foul play, it would be the first known instance without a crash.
We recently reported that Tesla is having an issue with the Cybertruck’s battery pack. Tesla has referred to the problem as “cell dent.” Tesla is having to replace battery packs in many Cybertrucks, but there’s no evidence that this issue is linked to fires or this explosion.
Electrek’s Take
There’s a lot of speculation around the explosion right now, but it is better to let the experts figure it out.
Some are speculating that because it was an explosion rather than a fire, it points to an actual explosive device, but I think that’s too early to say and unlikely, in my opinion.
To be fair, I haven’t seen many EV fires result in explosions like that, but the Cybertruck is using unique battery cells built by Tesla. That might be a factor.
Regardless, we should wait for the investigation.
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Last September, California Governor Gavin Newsom signed into law SB-1271, which redefines and adds to several electric bicycle regulations in the state. Chief among them is a clarification of the three-class e-bike system, which is likely to now rule that many of the throttle-enabled electric bikes currently available and on the road in California will no longer be street legal.
As a refresher, California has long used the same three-class system employed by most states in the US to classify electric bicycles and ensure their road-legal status.
Class 1 e-bikes have been limited to 20 mph (32 km/h) on pedal assist, while Class 2 e-bikes can reach the same 20 mph speed but with a throttle (a hand-activated device to engage the motor without pedaling). Class 3 e-bikes have been permitted to reach faster speeds of up to 28 mph (45 km/h) on pedal assist, but can’t use a throttle to reach that speed. All three have been limited to a generally accepted “continuous power rating” of 750W, or one horsepower. That’s important, but more on that in a moment.
The main issue over the years with interpreting the three-class system is whether or not Class 3 e-bikes are permitted to have throttles installed at all, even if they don’t work above 20 mph. Most e-bike makers in the US interpret the law to mean that Class 3 e-bikes can have a handlebar-mounted throttle, but that it must cut out at 20 mph. After that point, the motor can help to achieve faster speeds of up to 28 mph, but only when the rider is pedaling.
California’s new clarification of the three-class system now codifies that Class 1 and Class 3 e-bikes can not be capable of operating on motor power alone. In other words, a Class 1 or Class 3 e-bike can not have any functional hand throttle to power the motor without pedal input, regardless of the speed the throttle can help the bike reach. Throttles are still legal, but purely on e-bikes marketed and sold as Class 2 e-bikes.
The text of the law has now been updated to read that Class 1 and Class 3 e-bikes are bicycles “equipped with a motor that provides assistance only when the rider is pedaling, that is not capable of exclusively propelling the bicycle,” with one specific exception.
That exception is a throttle or walk button that powers the bike up to 3.7 mph. Why 3.7 mph? Likely because that is exactly 6 km/h, which is the regulation used in most EU countries that allow throttles to operate up to 6 km/h. That regulation exists because in such cases, the walking-speed throttle can essentially be used as a parking assist feature or to slowly roll the bike under its own power for repositioning purposes.
Under the new California law, Class 1 and Class 3 e-bikes with throttles can only be powered by the throttle up to 3.7 mph. Class 2 e-bikes remain permitted to feature throttles that allow the e-bike to be exclusively powered by the throttle up to 20 mph.
The law also affects motor power ratings, removing some ambiguity in the way manufacturers have often rated electric bicycle motor power output. The new law removes the word “continuous” from the legal definition, instead defining an e-bike as a bicycle with operable pedals and “an electric motor that does not exceed 750 watts of power.”
In the past, most e-bike legal definitions in the US have limited electric bicycle motors to a maximum “continuous power” rating of 750W, or approximately one horsepower. The continuous power is the amount of power a motor can output indefinitely, without overheating. However, depending on their designs, electric motors are capable of outputting higher power for shorter periods of time. For example, many nominally 750W electric motors with sufficient thermal mass for effective cooling can output over 1,000W of power for several minutes or 1,500W for several seconds. This extra power is often useful when climbing hills or accelerating from a stop, scenarios that generally require only a few seconds or minutes of higher power.
The actual amount of power output by a nominally 750W motor depends on the motor’s design as well as the electronic limits programmed by the e-bike maker.
This is why it is common to see electric bicycles in the US advertised as featuring 750W motors that output several hundred watts higher of peak power. In practice, nearly all 750W nominally-rated e-bike motors found in the US output higher peak ratings.
The same game is played in Europe, albeit less openly, when it comes to the lower EU-defined e-bike power limit of 250W. Major German motor makers such as Bosch and Brose manufacture a range of e-bike motors rated at 250W, but that can be easily dynamometer-tested to reveal an output of several hundred watts higher under peak loading conditions.
The new California law is likely to create uncertainty in the US e-bike industry, where nearly all e-bike companies offer their products in many states and generally don’t produce multiple formats to comply with different state laws.
Unlike in Europe, the US e-bike market is dominated by throttle-controlled electric bicycles. And unlike Europeans, Americans largely operate e-bikes by throttle.
Of course, plenty of Class 1 throttle-less e-bikes exist and have been sold in the US, but sales figures clearly underscore the trend that throttle-enabled electric bikes are the predominant type of e-bikes in the US. Among those, Class 3 e-bikes capable of 28 mph (45 km/h) have proven incredibly popular, with riders often cruising at 20 mph (32 km/h) on throttle only when not accessing the higher top speed enabled by pedaling on most Class 3 e-bikes.
Under the new law, Class 3 electric bicycles capable of speeds up to 28 mph will no longer be able to feature a functional throttle. That means starting today, if a manufacturer wants to sell a Class 3 e-bike in California, it must come without a functional throttle. And if a rider in California wants to use a Class 3 e-bike on California roads and bike lanes, but it is found to have functional throttle, that rider could be on the hook for a non-compliant vehicle.
It is not clear whether previously manufactured e-bikes could be grandfathered in under the new law, similar to how pre-1985 cars in California aren’t required to have seatbelts.
Can e-bike makers still skirt around the new law?
Yes, they can.
The way the law is written, there is limited yet sufficient room for e-bike makers to wiggle around the letter of the law in California. Yes, retailers will no longer be able to market or sell a Class 3 e-bike with a functional throttle. But even today, most companies ship their 28 mph-capable electric bikes as Class 2 e-bikes that are limited to 750W and 20 mph, throttle included.
Riders who wish to reach higher speeds of up to 28 mph are then required to enter the settings menu of their e-bike and adjust the speed limiter up to a higher figure, usually maxing out at 28 mph.
Many of the most popular Class 3 e-bikes we think of in the US market are technically marketed as Class 2 e-bikes that are merely capable of having their pedal assist speed unlocked to 28 mph. This practice would technically meet the requirements of the new California law.
Technically, the new California law would not prevent the sale of user-modifiable Class 2 e-bikes as long as the throttle-enabled electric bike 1) is listed as Class 2 in its marketing, 2) could only be user-modified to reach speeds above 20 mph on pedal assist and not by throttle, and 3) the motor remained limited to 750W of power even after user modification. The bikes couldn’t be marketed by the manufacturer as Class 3 e-bikes if they have a throttle, but as long as they are marketed as Class 2 e-bikes, the language of the law as written does not prevent them from being sold with programming that allows them to be modified to reach speeds up to 20 mph on throttle and to reach speeds higher than 20 mph on pedal assist, provided that the motor power does not surpass 750W. Thus, the biggest immediate impact of this law on many manufacturers is that they would no longer be able to advertise their peak power ratings, and would need to hide behind a generic “750W” label.
That isn’t to say that the e-bike would still fit the legal definition of an electric bicycle in California after being “unlocked” for higher-speed pedal assist. It would no longer be a legal e-bike in California, since it can exceed 20 mph AND would have a functional throttle installed (even if the throttle is inactive above 20 mph). However, at that point, it would have become the rider’s responsibility to physically remove the throttle from the bike so that it again conforms to the new law as a now throttle-less Class 3 e-bike.
This is because the law only outlaws the sale of e-bikes that are intended to be unlocked to reach speeds above 20 mph with a throttle, or which are intended to be unlocked to power levels above 750W. As long as the e-bike’s throttle still cuts out at 20 mph and the motor doesn’t exceed 750W, the bike could technically be capable of being unlocked to travel at higher speeds (actually, even higher than 28 mph) purely on pedal assist and still be permitted for sale – even if it would no longer be considered legal for riding on public roads in its unlocked state.
Theoretically, manufacturers could also be compliant by adjusting their e-bikes’ firmware so that unlocking the 28 mph speed would also electronically remove throttle functionality above 3.7 mph, but this would likely be a no-go for most American e-bike shoppers who rely on occasional or frequent throttle use at speeds up to 20 mph. Practically speaking, most are likely to either advise their customers to remove their throttle in California if unlocking 28 mph speeds, or simply avoid addressing the issue altogether as the law then puts the onus on the rider.
To summarize, e-bike makers could legally sell throttle-enabled electric bikes that conform to Class 2 regulations, but that are user-modifiable to faster than 20 mph on pedal assist, and the bike would only become illegal under California law once that modification is performed, which has now become the responsibility of the rider.
I’m not saying this is right or fair. I’m merely saying that it doesn’t take an expensive law degree to see the cargo bike-sized gap in the language of this new law.
What does this mean for the industry?
Because the user-unlocking higher speed pedal assist loophole still exists for the sale of throttle e-bikes in California, this law will first impact the e-bikes that are capable of operating at more than 20 mph on throttle only. Some popular US-based electric bike brands, such as SUPER73, are well known for offering “off-road modes” that allow faster throttle operation, though this is more common among Asian-based electric bike brands. We’ve seen plenty of these types of e-bikes before, and while they are widely considered to be outside the three-class system, there is no shortage of options on the market.
The new law clearly outlaws such e-bikes from being sold in California, and riders of these out-of-class electric bikes will now find that their e-bike is no longer considered an e-bike under California law. The feature to reach more than 20 mph on throttle-only is likely to begin fading from future models as companies realize they need to comply with the laws in the largest e-bike market in the US.
The bigger question will be how this affects future legislation in other states or at the federal level, and if the user-unlocking workaround is addressed in the future. Additionally, whether or not this new law is actually enforced will also determine its impact in practice.
Of note, as these new e-bike regulations are currently being implemented, California law still allows anyone holding a basic Class C driver’s license, obtainable at age 16, to operate large cars, SUVs, and trucks weighing up to 26,000 lb (12,000 kg) on public roadways.
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