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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In a joint statement, French and German economists have called on governments to adopt “a common approach” to decarbonize European trucking fleets – and they’re calling for a focus on fully electric trucks, not hydrogen.
France and Germany are the two largest economies in the EU, and they share similar challenges when it comes to freight decarbonization. The two countries also share a border, and the traffic between the two nations generates major cross-border flows that create common externalities between the two countries.
And for once, it seems like rail isn’t a viable option:
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While rail remains competitive mainly for heavy, homogeneous goods over long distances. Most freight in Europe is indeed transported over distances of less than 200 km and involves consignment weights of up to 30 tonnes (GCEE, 2024) In most such cases, transportation by rail instead of truck is not possible or not competitive. Moreover, taking into account the goods currently transported in intermodal transport units over distances of more than 300 km, the modal shift potential from road to rail would be only 6% in Germany and less than 2% in France.
That leaves trucks – and, while numerous government incentives currently exist to promote the parallel development of both hydrogen and battery electric vehicle infrastructures, the study is clear in picking a winner.
“Policies should focus on battery-electric trucks (BET) as these represent the most mature and market-ready technology for road freight transport,” reads the the FGCEE statement. “Hence, to ramp-up usage of BET public funding should be used to accelerate the roll-out of fast-charging networks along major corridors and in private depots.”
The appeal was signed by the co-chair of the advisory body on the German side is the chairwoman of the German Council of Economic Experts, Monika Schnitzer. Camille Landais co-chairs the French side. On the German side, the appeal was signed by four of the five experts; Nuremberg-based energy economist Veronika Grimm (who also sits on the National Hydrogen Council, which is committed to promoting H2 trucks and filling stations) did not sign.
With companies like Volvo and Renault and now Mercedes racking up millions of miles on their respective battery electric semi truck fleets, it’s no longer even close. EV is the way.
On today’s tariff-tastic episode of Quick Charge, we’ve got tariffs! Big ones, small ones, crazy ones, and fake ones – but whether or not you agree with the Trump tariffs coming into effect tomorrow, one thing is absolutely certain: they are going to change the price you pay for your next car … and that price won’t be going down!
Everyone’s got questions about what these tariffs are going to mean for their next car buying experience, but this is a bigger question, since nearly every industry in the US uses cars and trucks to move their people and products – and when their costs go up, so do yours.
New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.
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GE Vernova has produced over half the turbines needed for SunZia Wind, which will be the largest wind farm in the Western Hemisphere when it comes online in 2026.
GE Vernova has manufactured enough turbines at its Pensacola, Florida, factory to supply over 1.2 gigawatts (GW) of the turbines needed for the $5 billion, 2.4 GW SunZia Wind, a project milestone. The wind farm will be sited in Lincoln, Torrance, and San Miguel counties in New Mexico.
At a ribbon-cutting event for Pensacola’s new customer experience center, GE Vernova CEO Scott Strazik noted that since 2023, the company has invested around $70 million in the Pensacola factory.
The Pensacola investments are part of the announcement GE Vernova made in January that it will invest nearly $600 million in its US factories and facilities over the next two years to help meet the surging electricity demands globally. GE Vernova says it’s expecting its investments to create more than 1,500 new US jobs.
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Vic Abate, CEO of GE Vernova Wind, said, “Our dedicated employees in Pensacola are working to address increasing energy demands for the US. The workhorse turbines manufactured at this world-class factory are engineered for reliability and scalability, ensuring our customers can meet growing energy demand.”
SunZia Wind and Transmission will create US history’s largest clean energy infrastructure project.
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