Why is Toyota so anti-EV? It lost the race to compete, says Tesla and EV Council
Things are getting heated Down Under as a Toyota executive’s recent anti-EV comments in Australia are being challenged by industry leaders, including Tesla. According to the Electric Vehicle Council of Australia, the comments come as the automaker is losing market share over its own hesitancy to go electric.
Toyota has been the most vocal automaker about going all-in on electric vehicles from the beginning.
Japan’s largest automaker consistently lobbied against stricter emissions rules under Akio Toyoda’s leadership.
Although the long-time leader stepped down in January, the automaker’s anti-EV efforts continue. Toyota’s VP of sales, marketing, and franchise operations in Australia told journalists last week, “Right now, hybrid-electric vehicles are a better fit than BEVs for most consumers.”
Hanley continued Toyota’s anti-EV agenda, instead pushing hybrids, a segment the automaker has long dominated.
Toyota’s sales leader added, “BEVs make sense right now in places like Norway where most energy is renewable, and incomes are high,” adding, “But Australia is not Europe.”
The Japanese automaker accounted for nearly 90% of hybrid sales in the nation last year. Meanwhile, Australia’s pure EV sales are finally heating up.
Despite a slow start, accounting for only 3.8% of overall car sales last year, Australians are buying electric cars.
EV sales are up 80% in 2023, now accounting for 7.3% of the overall new vehicle market. Over 65,000 Australian drivers took home a purely electric car thanks to new affordable models like the BYD Atto 3 and Tesla’s Model Y.
Tesla’s VP of public policy, Rohan Patel, took to social media to set the record straight. Patel explained that “Mr Hanley is obviously not much of an expert on the Australian electricity grid or the speed of the transition.”
Pointing to Australia’s transition to renewables, Patel said thousands of Aussies are already running their EVs on 100% clean electricity from the sun.
Renewables accounted for 8% of Australia’s electricity use in 2009. Today, that number is around 32%. The country plans to increase the share of renewable energy to 82% by 2030.
Although Australia imports roughly 90% of its oil, it’s one of the fastest-growing renewable energy producers.
Patel said it’s a “no-brainer” for the Australian government and people to move faster toward EVs. He added they are “too smart than to be tricked by cynical PR that aims to slow the sustainable transportation transition to help sell internal combustion vehicles in the short term.”
CEO of the EV Council of Australia, Behyad Jafari, agreed with Patel. He said the comments “go against what’s in the best interest of both Australian consumers looking to save on fuel bills and Australia’s economy.”
Jafari explained that Hanley was “talking down the battery industry when we’re the ones who can supply the world with EV batteries.” He added:
This is an attempt by them to try to defend their own failings rather than admitting, as they have at a global level, they got it wrong and they’ve been too slow off the market with EVs.
Although Toyota remained the largest automaker in the country, its lead is slipping. The automaker sold 21,000 fewer vehicles this year, while Tesla sold nearly 24,00 more (via TheDriven.io).
To prove it, Tesla’s Model Y was the best-selling SUV (gas or electric) through September in Australia. The Model Y topped the Toyota RAV4, Ford Ranger, and Mazda CX-5 on the sales charts.
Electrek’s Take
As Patel and Jafari pointed out, Australia has a massive opportunity to capitalize on the growing demand for EVs.
Australia has one of the largest lithium reserves, accounting for over 50% of the world’s supply.
Toyota’s comments are nothing new. Hanley said he would “lobby for a standard with a generous time frame that will cut pollution without cutting vehicle options” earlier this year.
The Japanese automaker has long lobbied against all-electric vehicles because it’s not Toyota’s forte. Hybrids are.
Toyota has relied on its hybrid technology, neglecting to invest in pure EVs early. The company’s first global EV, the bZ4X electric SUV, had several issues, leading to a slow rollout.
Since then, Toyota has announced a series of innovations, including new battery tech, production methods, and design, to improve the efficiency and cost of future EV models.
Meanwhile, Toyota has sold 76,457 battery electric vehicles through September, a measly 1% of its over 7.5 million total sales.
Toyota is known for its empty promises regarding EVs and battery tech, so we will see how much it comes to market.
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Solid-state batteries have long been the holy grail of electric vehicles, especially for light EVs like electric bicycles that are usually charged indoors. They hold major safety benefits over traditional lithium-ion batteries, plus offer better energy density, making it possible to use smaller batteries or simply fit more capacity in the same-sized battery pack.
Solid-state batteries have spent decades being touted as five years away, but if you thought you’d have to keep waiting, then I’ve got news for you: yes, you still have to keep waiting.
However, in the meantime, semi-solid-state batteries are here and will be launched on their first production e-bike next month.
I had the chance to check out the batteries in person at EICMA 2025 when I visited with the company that makes them, T&D. The company was spun out of e-bike component maker Bafang (and founded by the same co-founder of Bafang, Sunny He) in order to move more in the direction of electric motorcycle component development.
In addition to their drivetrain components, a significant portion of their R&D has also focused on semi-solid-state batteries, which contain a minimal amount of electrolyte compared to traditional lithium-ion batteries found in today’s e-bikes. With a fraction of the electrolyte material, these semi-solid-state batteries developed by T&D are more energy-dense and safer than traditional batteries. The cells can be stabbed through by a nail and won’t ignite – don’t try that with the battery on your current e-bike!
Whereas most e-bike batteries today have an energy density of around 150-250 Wh/kg, these new semi-solid-state batteries push the needle even further into the 250-350 Wh/kg ballpark, depending on the specific packaging.
The cells are also rated for long cycle lifespan, with an expected 1,500 charge cycles before reaching 70% of the original capacity. And with fast-charging support, those same cells can be recharged significantly more quickly.
T&D’s semi-solid-state batteries will roll out on their first production e-bike next month, though the company isn’t at liberty to announce which e-bike maker will land the title of first production electric bike with semi-solid-state batteries. Hopefully we’ll hear that announcement soon.
T&D is also known for its e-moto drivetrains. The company’s new Equator City commuter e-moped project, launched in collaboration with Dimentro, utilizes T&D’s swingarm-mounted motor system.
The drivetrain offers 11 kW of peak power, a 5 kWh high-capacity LFP battery, and supports a range of over 100 km (62 miles).
Other projects featuring T&D’s drivetrains at the booth included interesting examples such as a part go-kart, part tractor project that resembles a heavy-towing ATV.
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Ford’s CEO Jim Farley admitted he was humbled after tearing down the first Tesla and Chinese EVs. If it wants to compete globally, Ford can’t walk away from EVs altogether, so it’s planning to shake things up.
Ford can’t walk away from EVs, or it will lose to China
After taking apart a Tesla Model 3 and several electric vehicles from China for the first time, Farley said he was “very humbled” during a new episode of the Office Hours: Business Edition podcast.
The “shocking” revelation is what pushed Ford to overhaul its EV program. Ford is shifting its focus to smaller, more affordable EVs, which require smaller batteries and fewer materials.
Ford is promising its next-generation electric vehicles will be significantly more efficient and advanced than the current Mustang Mach-E and F-150 Lightning. Farley told host Monica Langley that the Mach-E had about 1.6 km of electrical wiring, which led to a larger battery.
Ford’s CEO has warned several times now that Chinese EV makers pose an “existential threat” to Western brands, including itself.
After flying a Xiaomi SU7 from Shanghai to Chicago last year and driving it around for a few months, Farley even said he didn’t want to give it up.
“EVs are exploding in China,” Ford’s CEO said on the podcast, adding the Chinese government had its “foot on the economic scale” to promote electric vehicles.
Although the US is facing headwinds with the $7,500 federal tax credit now expired and the Trump administration shifting policies, Farley admitted, “We can’t walk away from EVs, not just for the US, but if we want to be a global company, I’m not going to just cede that to the Chinese.”
Ford, like most automakers, is bracing for slower EV sales over the next few months. Farley said on the company’s third-quarter earnings call that he expects electric vehicles to account for just 5% of the US market in the near term.
The “EV market in the US is totally different than we thought,” Farley explained during the podcast, adding buyers are looking for more affordable options rather than the “$70-80,000” EV.
To stay competitive, Ford is betting on its new low-cost EV platform, the Ford Universal EV Platform, which the company says will help unlock more affordable electric cars.
The first vehicle Ford plans to launch on the platform is a midsize electric pickup, starting at around $30,000. It’s expected to arrive in 2027. Ford will use lower-cost LFP batteries licensed from China’s CATL. They will be manufactured at Ford’s new plant in Michigan.
According to Lisa Drake, Ford’s vice president of tech platform programs and EV systems, the company intends to match the cost structure of leading Chinese brands.
In the meantime, Ford has paused production of its current electric pickup, the F-150 Lightning. A new report from The Wall Street Journal claims it’s now considering scrapping the EV pickup altogether.
Source: Business Insider
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Environment
Mercedes gives first look at the GLB EV interior and it’s loaded with massive screens [Images]
![Mercedes gives first look at the GLB EV interior and it's loaded with massive screens [Images]](https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2025/11/Mercedes-GLB-EV-first-look.jpeg?resize=1200,628&quality=82&strip=all&ssl=1)
The Mercedes GLB EV will be here in less than a month. With its debut just around the corner, Mercedes offered a first look at the new GLB EV’s interior, and yes, it’s loaded with massive screens.
First look at the new Mercedes GLB EV interior
Mercedes is putting the new electric GLB through the paces at the Mercedes Technology Center (MTC) in Singlefingen, Germany, ahead of its world premiere on December 8.
The testing is conducted in wind tunnels that range in temperature from -40 to 104 degrees Fahrenheit. Meanwhile, snow cannons shoot various types of snow while high-powered fans generate winds up to 124 mph, simulating fierce blizzard conditions.
Although it’s covered in snow, you can still see that the new EV version maintains a similar boxy design to the current gas-powered GLB.
If you look a little closer, it appears to have a larger grille design, like the new GLC EV, which Mercedes said “redefines” the face of the brand.
Mercedes also unveiled the new GLB EV’s interior for the first time, which looks pretty similar to the GLC’s. The optional floating MBUX Superscreen is the highlight, extending the entire width of the dash.
It also features Mercedes’ new multifunction steering wheel, which reintroduces a rocker switch for the cruise control.
Another new feature is the concave door handle design, which features a floating center panel that opens a storage space. The center console has a similar design, offering an optional wireless charging cradle and cup holders.
Mercedes said the new SUV offers “noticeably more headroom for first and second row occupants” compared to its predecessor. It will offer standard seating for five, with the option to add a third row for seven.
According to Mercedes, the new GLB takes “interior climate comfort” to the next level. For example, the climate control heats up twice as fast as its predecessor during a 20-minute drive at 19 degrees Fahrenheit. Mercedes said that since it only requires half the energy of the current GLB, it helps maximize range.
We will learn more about the Mercedes GLB EV on December 8. Check back soon for updates.
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