Less than two months after its official start of production, Lightyear has suddenly suspended all assembly of its flagship 0 solar EV. Instead, the Dutch company says it will shift all focus and resources on the development and production of its second model – the Lightyear 2. This comes as a bit of a shock and begs the question whether Lightyear will have the funds to get its second solar EV model into scaled production.
It’s been a long and (mostly) encouraging road for Lightyear up to this point, as the Netherlands-based startup, which started as a student solar vehicle competition, has been developing some of the more impressive in-house vehicle technology we’ve come across recently.
That began with the Lightyear 0, the company’s long-promised solar EV expected to be a genuine trailblazer in an unproven segment, seemingly destined to prove what was possible beyond traditional battery electric vehicles.
After driving the 0 prototype last summer, we were more confident than ever that Lightyear was onto something special. Not only by experiencing the Lightyear 0 from behind the wheel, but by discussing all the solar and EV tech with the teams that developed and implemented it.
Last November, we were present in Finland for the official start of Lightyear 0 production, forever solidifying the company name as the first to reach the market. However, that title may come with an asterisk as Lightyear announced a complete suspension of the solar EV’s production to instead focus on its second model.
A sneak peek at the side of the Lightyear 2 / Source: Lightyear
Lightyear to refocus on 2 production, but can it get there?
Lightyear just posted a press release, announcing its revised business strategy, offering less than informative explanations hidden behind vague phrases like “overcoming challenges.” Due to these “challenges,” the Lightyear team explains that it will suspend all production of the 0 to focus entirely on the Lightyear 2.
This also includes a request to the court to suspend all incoming payments for its flagship model, sure to disappoint the near 1,000 customers who were expecting to receive delivery of not only the world’s first solar EV to reach the European market, but the most aerodynamic production vehicle in the world. Lightyear’s cofounder and CEO Lex Hoefsloot spoke:
Unfortunately we had to make this decision. The whole process of developing Lightyear 0 has provided our company many valuable learnings over the past years. We are now redirecting all our energy towards building Lightyear 2 in order to make it available to clients on schedule.
Its clear in getting to know the Lightyear team and in reading this release, that this decision was by no means taken lightly, and those who worked for years to get this solar electric baby onto an assembly line are likely reeling a lot more from this decision than any reservation holder, but it’s not encouraging news from a startup that has now taken a big step back from scaled SEV production.
With this decision, Lightyear is putting all of its solar powered eggs into one basket in the form of a $40,000 model with up to 500 miles of range called the Lightyear 2. Although the company has only teased brief images of the solar EV so far, the demand is quickly growing.
Lightyear’s wait list (not even pre-orders) opened on January 5 to customers in the US and Europe and has already surpassed 40,000 individual names, complimented by another 20,000 pre-orders from fleet customers. Hoefsloot elaborated:
We hope to conclude some key investments in the coming weeks in order to scale up to Lightyear 2, an affordable solar electric vehicle available for a wider audience.
A silver lining no doubt, but as Lightyear’s CEO alludes to above, the startup will need some serious investment money to succeed in its second attempt to scale toward viable solar EV production.
It’s currently unclear what Lightyear plans to do with the few 0 solar EVs that have been produced since Q4 of last year, or whether any of them have been delivered to customers. If so, the Lightyear 0 could end up being an even more exclusive collector’s vehicle that it would have been when Lightyear was still planning to build only 946 of them. We’ve asked the company for clarification.
We are sure to learn more about how Lightyear intends to scale its second attempt at a solar EV in the coming weeks and months, especially if it is in fact honing in on some “key investments.”
Electrek’s Take
This news comes as a shocker for me personally and judging by the timing of this, I’d surmise that there were several employees within Lightyear HQ that were blindsided by this news as well.
On a positive note, the appetite for the Lightyear 2 has already been tremendous, and most people have not even seen the full reveal (some lucky souls may have already seen it in person, though (*wink*).
For that reason, I can understand the shift of focus by Lightyear. You have a sleek, efficient, and most importantly, an affordable solar EV on your hands. It’s also donning much of the technology from the Lightyear 0, but some has even been perfected in some spots. It has the makings of a home run on paper, but will it make it into production?
What scares me is the sudden shift here, especially from a startup whose original strategy was to sell 946 of the 250,000 euro Lightyear 0 to help fund development and production of the 2. How do you fund the solar EV that is sure to sell more volume, but at a much lower MSRP? And how is Lightyear going to afford to scale to that level of production to support the high demand for such a vehicle?
A major production/contract manufacturing partner (or even two) feels almost imperative in this situation, so that’s some news I would keep keep an eye out for going forward. Perhaps even production in the EU and the US? All things I’m sure Lightyear is considering already.
I would think… I would hope, the Lightyear team has some very encouraging financial discussions going on behind closed doors to elicit such a bold and potentially lethal shift in its strategy. Still a fan of the company and its technology, so I’m absolutely rooting for them and the Lightyear 2 (of course I’m on the wait list). However, my confidence in the company’s future took a major hit today.
Between Sono Motors, Aptera, and now Lightyear, the future of solar EV mobility is being challenged. Let’s hope for the Earth’s sake that all three overcome their respective hurdles and succeed.
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A dozen Tesla vehicles burned at a store in Toulouse, France. Arson is suspected amid global protests and vandalism attacks against Tesla and Elon Musk.
Last night, a dozen Tesla vehicles burned down at Tesla’s retail and service location in Plaisance-du-Touch near Toulouse, France.
Firefighters arrived on the scene at around 4 a.m. and contained the fire to the vehicles. Eight of them were completely destroyed, and four were greatly damaged. The damages are estimated at over 700,000 euros.
According to the local news (translated from French), the police suspected arson as a hole was found in a fence, and threats had been made over the last few weeks. The Tesla location remained closed all day.
In France, there were a few protests planned, but some extremist groups are calling for widespread arson against Tesla stores:
I won’t share the link to the article since it gives step-by-step instructions on how to burn down Tesla stores without getting caught, but the manifesto explains that they are going after Tesla as a “symbol of capitalism,” although they also list a dozen other reasons including the fact that they think it’s “doable and cheap.”
Electrek’s Take
This is getting nuts. It’s not only dangerous, but it’s also not super effective in achieving the goal they claim to want to achieve.
Have they never heard of insurance? Tesla is having issues selling cars right now. You are burning unsold inventory that they can then claim to their insurance.
Sure, it disrupts their operations for a short period of time, but it’s not worth it.
Their manifesto does say to avoid violence and not to target vehicles owned by individuals – though it doesn’t sound like a strict rule for them, but I think these people are likely going to end up in jail for having achieved nothing.
The protests and boycotts are going strong. You don’t need to burn cars to make yourself heard.
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Is Ford’s electric pickup in trouble? Sales have been down for months, and February showed no relief. What’s going on with the Ford F-150 Lightning?
Ford F-150 Lightning sales drop again in February 2025
Ford’s US sales dropped by 9% last month. Although electrified vehicles, including EVs and hybrids, both notched double-digit growth, sales of Ford’s gas-powered (ICE) models, which accounted for over 85% of deliveries, fell nearly 13%.
Hybrids saw higher demand with sales up 27.5% to 15,357, while EV sales increased 15% to 7,326. The Mustang Mach-E was a bright spot with 3,312 models sold in February, up 13% from the prior year.
With 6,841 Mach-Es sold through the first three months of 2025, Ford’s electric crossover SUV remains a top-selling EV in the US.
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Ford’s electric pickup didn’t fare as well. F-150 Lightning Sales were down nearly 15% last month with only 2,199 units sold. Through March, Ford has sold 15% fewer Lightning models than it did at this time last year.
2024 Ford F-150 Lightning Platinum Black (Source: Ford)
Sales of the electric pickup have been slipping for months now. In the final three months of 2024, F-150 Lightning sales were down 10%.
The Lightning, alongside Rivian’s R1T, are no longer the only electric pickups on the market. Ford is facing new competition with the Tesla Cybertruck, Chevy Silverado EV, and GMC Sierra EV, arriving.
2024 Ford F-150 Lightning Flash (Source: Ford)
According to Cox Automotive, the Tesla Cybertruck slipped past the Lightning to become the fifth best-selling EV in the US last year with nearly 39,000 units sold. Ford’s Lightning was sixth with just over 33,500 models sold.
Ford extended its “Power Promise” promo earlier this year to boost demand, giving EV buyers a Level 2 home charger and other benefits, but Lightning sales are still down.
Ford Mustang Mach-E (left) and F-150 Lightning (right) (Source: Ford)
The American automaker cut Lightning production at its Rouge Electric Vehicle Center last year, citing slower-than-expected demand. A new report from Automotive News claims Ford is now ending a pilot program to stock and distribute EVs through regional hubs after it failed to catch on. It was designed to speed up deliveries.
Although Ford plans to launch a smaller midsize electric pickup, it won’t arrive until at least two more years. With new competition, like the Ram 1500 REV and Volkswagen Scout pickup, hitting the market over the next few years, Ford may find it even harder to attract buyers.
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Costco’s Auto Program recently introduced some new member-only incentives, and the 2025 Volvo EX90 BEV is now on its list.
Volvo is offering Costco Executive Members $2,000 off the 2025 EX90. Costco Gold Star and Business members are eligible for $1,500 off. The incentives are available on all versions of the Volvo EX90 for members who purchase or lease from February 24 to April 30, 2025. It’s the only non-GM EV that’s that’s eligible for an incentive through the EV program.
The offer is compatible with A-Plan pricing for employees, as well as Affinity Pricing for teachers and first responders. Costco members will have had to have been members as of February 23 and be the primary members on the Costco account to qualify.
Volvo EX90 interior (Source: Volvo)
However, CarsDirect gave the heads up on how buyers can get up to $10,000 off the EX90’s MSRP. As we stated, if you’re a Costco Executive Member, that’s $2,000 off. Then, add the $7,500 EV Lease Allowance and a $500 loyalty discount on leases if you currently own or lease a Volvo or have owned or leased a Volvo within the past six months.
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With the destination fee included, the base EX90 MSRP starts at $81,290, so that brings it down to $71,290, a more than 12% discount, a pretty good deal.
The 2025 AWD Volvo EX90, which can seat seven passengers comfortably, has a range of up to 310 miles and is NACS-compatible. It has a 510 hp engine, 110 kWh battery capacity, and can go from 0-60 mph in 4.7 seconds.
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