Toyota will not make electric SUVs in the US starting next year as planned. According to a new report, Toyota is delaying production of new electric SUVs in the US by several months. The company is blaming the holdup on slowing EV sales in the US, but are they really?
Why is Toyota delaying US-made electric SUVs?
A new Nikkei report claims Toyota is pushing back production of its all-electric three-row SUV in Kentucky until the first half of 2026.
Last May, Toyota announced plans to begin assembling the electric three-row SUV at its Georgetown, Kentucky plant in 2025. The Kentucky facility is Toyota’s largest manufacturing facility globally with up to 550,000 annual vehicle production.
Toyota invested over a billion in the facility to prepare it for the new electric SUV. However, the company recently informed suppliers it will be pushing back production by several months.
According to the report, the company is blaming slowing EV demand and growing hybrid sales in the US.
Toyota still expects EV adoption to climb in the US in the long term and will continue investing in next-gen batteries and other tech.
Toyota Land Cruiser Se EV concept (Source: Toyota)
Meanwhile, Toyota is also scrapping plans to build new electric SUVs in North America under the Lexus brand.
The company planned to begin producing Lexus electric SUVs in the region by 2030, but new plans call for the vehicles to be shipped from Japan.
2024 Toyota bZ4X (Source: Toyota)
North America is not the only market in which Toyota is delaying EV initiatives. The auto giant recently informed its supplier of plans to cut global EV production to around 1 million in 2026, down from 1.5 million.
Electrek’s Take
Although the report cites slowing EV sales in the US, many automakers are seeing sales surge with new models hitting the market.
GM surpassed rival Ford after electric vehicle sales climbed 60% in Q3. With over 32,000 EVs sold in the third quarter, GM is now on top of Ford through the first nine months of 2024. Ford still sold over 23,500 EVs in Q3 for a total of 67,689 in 2024. GM has now sold 70,450 electric vehicles in the US through September.
With its “EV for everyone” strategy finally unfolding, GM is starting to see the results. GM is seeing higher demand with new (competitively priced) models in popular segments, including the Chevy Blazer, Equinox, and Silverado EVs.
Other automakers, including Hyundai and Kia, are also seeing higher EV demand. Hyundai has sold over 30,000 IONIQ 5 models through September and will begin US production as early as this month.
Hyundai is opening its massive new EV plant in Georgia this year, where it will build new EVs, starting with the updated 2025 IONIQ 5. The new 2025 Hyundai IONIQ 5 has even more range, an improved design, and a Tesla NACS charging port.
Meanwhile, Kia is already gaining an edge with its three-row EV9 gaining market share in the US. With another 2,096 models sold last month, Kia EV9 sales reached nearly 16,000 in the US through September.
That’s even more than Toyota, with 13,577 bZ4X electric SUVs sold through September in the US.
So, are electric vehicle sales slowing in the US? Or is it just a lack of options from some automakers?
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Amid worldwide protests against Tesla due to CEO Elon Musk’s involvement in the company, hackers have released a website with address and contact information of thousands of Tesla owners. And the same hackers say that the only way to get off the list is to prove that you’ve sold your car.
This meddling is predictably not working out great so far for Tesla, the business which produced the vast majority of Musk’s wealth and which he is still, somehow, the titular leader of.
All of this has resulted in a huge drop in Tesla popularity, and along with that has come a drop in sales and the aforementioned protests, many of which are being exercised by Tesla owners and EV fans who are dismayed that the electric car company’s leadership has taken such an anti-EV turn.
There are passive protests like Tesla owners debadging their cars, and then the active ones like those who are exercising their First Amendment right to picket outside of Tesla stores.
Musk and the government he’s a part of have responded to these protests in their expected manner: by spreading misinformation with the intent of silencing the protesters’ free speech – a fundamental right which Musk has long shown disdain for.
And then, beyond that, there are… let’s say less accepted forms of protest happening in the US and elsewhere.
Today, we’re seeing a whole new type of protest – in the form of a hacker group which got access to Tesla account data and posted it all online, exposing thousands of Tesla owners’ information on the web.
Tesla owners’ information posted on protest site
The website includes a map and a snarky message stating the site’s intent – claiming that it’s a social media site for Tesla owners, rather than a protest site. But it also says that it encourages “creative expressions of protest that you can execute from the comfort of your own home.” Though, the site also uses a molotov cocktail as a cursor replacement.
Here is the text on the site (the name of the site has been redacted here, because while the information doesn’t seem particularly harmful on its own, given that most of it is public, I’d still rather not be responsible for leading people towards it):
XXXXX is the ultimate hub for enthusiasts of the Department of Government Efficiency (DOGE)! Our innovative platform allows users to explore an interactive map of DOGE landmarks.
But that’s not all! We also cater to Tesla Motors owners, providing a comprehensive resource to locate nearby service centers, showrooms, and charging stations—all at their fingertips.
Leveraging our cutting-edge artificial intelligence algorithms, XXXXX goes a step further by connecting like-minded Tesla owners with one another, facilitating a vibrant community through shared contact information.
Join us as we revolutionize the way DOGE fans and Tesla owners connect and explore!
Is XXXXX a protest platform?
If you’re on the hunt for a Tesla to unleash your artistic flair with a spray can, just step outside—no map needed! At XXXXX, we believe in empowering creative expressions of protest that you can execute from the comfort of your own home.
XXXXX neither endorses nor condemns any actions.
Before you embark on any adventure, we highly recommend checking out the No Trace Project.
I want my information removed.
Absolutely! Just provide us with proof that you’ve sold your Tesla.
Email XXXXX. We only accept scanned documents in JPG and PNG formats.
The way that the information was leaked is not immediately apparent, nor does the group make any claims as to how it got the information. It may or may not have even come from Tesla itself, since it includes somewhat random pieces of information for each owner.
The information is categorized under different icons, with designations for Tesla stores, Superchargers, Tesla owners’ cars, and then additional people of interest – which seem to largely be known residence of staffers working at Elon Musk’s bungling government department.
A quick check of the information suggests that it is not complete – there are many Tesla owners who are not listed on the site. And most of the information seems to just be addresses, phone numbers, business names and the like – much of which is already public information. Though there are also some email addresses and social media handles associated with certain entries, which may not be public information.
Also, Tesla locations are listed – such as Superchargers and Tesla stores. These are wholly public information and can be found on Tesla’s website.
Further, some outlets have confirmed that some of the information is inaccurate.
But, if any given Tesla owner is on the list, the site offers a remedy: merely email them with a scanned document proving you sold your car, and you will be removed. We haven’t tried this out to see if it will work or not, but if any owners do, feel free to reach out to us.
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A new era of 3D printing “microfactories” is helping to turn waste plastics into “highly competitive” products fit for use in the construction industry, according to Veena Sahajwalla, professor and founding director of UNSW Sustainable Materials Research and Technology (SMaRT) Centre.
Speaking to CNBC’s Mandy Drury at Schneider Electric’s Sydney Innovation Summit on Monday in Australia, Sahajwalla said manufacturers had to direct their thinking around sustainability toward profitability.
“It’s not about saying, well I’m making it because its green. Actually, that should be the last thing. The first thing has to be profitability, does it work? Is it showing the right performance?” she said.
That thinking has pushed SMaRT to build plastic filaments made from 100% waste plastics, sourced from “all kinds of old printers.”
They are built in hyper-localized, heavily automated “microfactories” to produce personalized products.
“If this [waste-made plastic] can now be fed into a 3D printer, can you actually print a whole range of products?” she said.
One such product already made are “clamps” — or blocks — used in building and construction projects.
“Imagine all the building and construction projects where you need plants and imagine if you had to wait a long time to source these parts and components,” said Sahajwalla.
The large outlay on plants during construction projects means companies often purchase them secondhand.
SMaRT’s 3D-printed alternative, built in a Sydney microfactory using plastic filaments made from older, plastic waste, could ultimately lower costs, says Sahajwalla.
“You could literally talk to your local microfactory and say, can I make this at a comparative price and the right kind of performance?”
“This is where microfactory technologies have come in. To really close the gap to between what is seen as a waste on one hand and on the other hand make something that is high performance, high tech and competitively closing the gap.”
Hydrogen revolution?
Autonomous trucks and buses, powered by clean hydrogen-based energy, are on the cusp of hitting the roads, thanks to a technology still in its infancy.
Scott Brown, managing director of pure hydrogen, told CNBC that his firm now has a hydrogen-powered garbage truck in the city of Adelaide emitting “no diesel pollution, which can be detrimental to your health if you breathe it in,” as well as less noise pollution waking residents up during the morning garbage run.
He predicts a drop in fuel cell prices in the coming 10 to 15 years.
Car manufacturers Honda, Toyota and Hyundai have already adopted more fuel cell engineering.
Fuel cells refer to the use of hydrogen or other fuels to produce clean electricity.
“There’s not a lot of material involved. It looks like a PC and you put it into — in our case — a truck or a bus,” Brown said.
Because of its increasingly cost-effective production, fuel cell prices have come down “about 50% in the last three years,” he added.
Brown predicts that clean energy battery cell prices will “fall dramatically” in the coming decade as Chinese companies adopt more hydrogen-powered vehicles.
Even though many linked it to Tesla’s Robotaxi effort, it was specifically for the right to operate an internal fleet of vehicles with drivers to offer a ride-hailing service.
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Tesla had already disclosed that it was offering such a service to its employees in the Bay Area.
Now, the CPUC has confirmed that it has approved Tesla’s application (via Reuters):
The California Public Utilities Commission (CPUC) said it approved Tesla’s application for a transportation charter-party carrier permit (TCP), a license typically associated with chauffeur-operated services, allowing the company to own and control a fleet of vehicles and transport employees on pre-arranged trips.
After Tesla’s stock crashed 5% today, the automaker’s stock went up 1.3% in aftermarket trading on the news.
The speculation is that this is in anticipation of Tesla launching its “robotaxi service”, but a CPUC spokesperson confirmed that the permit doesn’t allow Tesla to do that and that the automaker has yet to apply for a permit that would enable such a service.
However, we suspected that this would not be “unsupervised self-driving’ in customer vehicles like Tesla has been promising since 2016, but an internal fleet with teleoperation support in a geo-fenced area for ride-hailing services, much like Waymo has been doing for years.
With the focus on Austin in June, Tesla stopped talking about California, which was announced to happen at the same time as Texas last year.
Currently, the prediction market Polymarket puts the odds of Tesla launching robotaxis in California in 2025 at 29%:
Electrek’s Take
As I previously stated, I believe Tesla will use this permit to expand its existing ride-hailing test program in California to non-employees.
It will use that to iron out the ride-hailing system while it continues to work on its self-driving system, which is obviously the hard part to solve.
That said, I wouldn’t be completely shocked if Tesla launched a “robotaxi” in California this year. It just won’t be what Tesla has been promising for years: customer vehicles built since 2016 would be capable of self-driving at a robotaxi-level (4-5 SAE levels).
Instead, it will be an internal fleet with teleoperation support in a geo-fenced area, much like Waymo has been offering in California, Arizona, and Texas for years.
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