Another Toyota and Subaru co-developed electric SUV is coming to the US, Europe, and Japan. The new electric SUV will join the current bZ4X and Solterra in the Japanese automaker’s global lineup.
Another Subaru and Toyota electric SUV due out in 2026
Toyota and Subaru worked together to launch the bZ4X and Solterra models in May 2022. The electric SUVs are based on the e-TNGA platform with each automaker including its unique branding.
According to a new Nikkei report, Toyota and Subaru will launch another co-developed electric SUV in 2026. The new electric SUV is expected to be sold in North America, Europe, and Japan as the Japanese automakers look to gain global market share.
Subaru announced in May that it would team up with Toyota to launch three new electric SUVs by 2026. CEO Atsushi Osaki explained, “There is a huge risk for us to go it alone in this field. “
The report claims production will begin in January 2026 at Subaru’s Yajima plant in Japan. Subaru plans to raise production capacity by 15,000 to 20,000 per month.
Subaru and Toyota’s new electric SUV will retain some parts from the bZ4X and Solterra models to reduce costs.
Under its new plan, Subaru aims for 50% of its global sales (600,000) to be all-electric vehicles by 2030. The update is a significant shift from its previous 40% HEV and EV target.
Meanwhile, Toyota is delaying plans to build its three-row electric SUV in Kentucky until the first half of 2026. Initial plans called for production to begin in 2025.
Electrek’s Take
After launching over two years ago in the US, Toyota and Subaru’s electric SUVs still have not gained much traction.
Through the first nine months of 2024, Toyota has sold 13,577 bZ4X models in the US. Subaru has sold 9,137 Soltera models. Several US automakers have already delayed or canceled major EV projects, opening the door for overseas brands to gain market share.
Ford is no longer planning to build a three-row electric SUV, which could help attract buyers to Toyota’s upcoming model. However, that’s not due out until 2026 (at the earliest).
Meanwhile, several automakers, like Kia, are already stealing market share. Kia sold nearly 16,000 EV9 models in the US through September, topping both the bZ4X and Solterra, and it was only launched in December 2023.
Hyundai will unveil its first three-row electric SUV, the IONIQ 9, later this year. It will be built in the US at its new Georgia EV plant.
Volvo is another brand launching a new three-row electric SUV in the US this year as the EX90 rolls out (Check out our review). Meanwhile, other brands like GM’s Chevy and Honda are breaking EV sales records as new electric models hit the market.
Another Toyota and Subaru electric SUV may sound promising. However, it could be too little, too late.
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Yadea, which has claimed the title of the world’s largest electric vehicle maker for seven years running, has just announced a new electric motorbike powered by the company’s innovative HuaYu sodium-ion battery technology.
Yadea has long dominated the electric two-wheeler and three-wheeler market globally, but has generally relied on both lithium-ion and lead acid batteries to power its vehicles in different markets.
The newly unveiled electric scooter uses Yadea’s recently introduced sodium battery technology, offering what the company says is outstanding performance in range, charging speed, and safety. Using the HuaYu Sodium Superfast Charging Ecosystem presented by Yadea, the battery can reach 80% charge in just 15 minutes, providing greater convenience for riders.
Yadea’s sodium battery has successfully passed more than 20 safety tests, many focusing on its resistance to fire and explosions under extreme conditions like punctures and compression.
Yadea’s new sodium battery offers an energy density of 145 Wh/kg and a lifespan of up to 1,500 cycles at room temperature, with the company rating it for a five-year useful lifespan. It also includes a three-year warranty for added assurance.
With excellent low-temperature capabilities, the battery retains over 92% of its discharge capacity at -20°C, making it well-suited for colder climates.
Sodium batteries present major advantages
Most electric vehicles used in the West, especially electric two-wheelers, rely on lithium-ion batteries for their high energy density. But sodium-ion batteries offer many benefits over traditional lithium-ion batteries.
Sodium is an abundant element on the planet and is easily accessible, unlike lithium, which is concentrated in specific regions and often expensive to extract. This abundance can make sodium-ion batteries cheaper to produce, reducing costs for EV manufacturers and potentially making electric vehicles more affordable.
Lithium mining also has environmental challenges, such as water depletion and habitat destruction. Sodium, on the other hand, can be sourced from seawater or common salts, offering a more sustainable and environmentally friendly option.
Sodium-ion batteries are less prone to overheating and thermal runaway compared to lithium-ion batteries. This makes them inherently safer for electric vehicles, reducing the risk of fires and improving consumer confidence in EV technology.
Sodium-ion batteries perform better than lithium-ion in cold climates. Lithium-ion batteries struggle with capacity retention in freezing conditions, but sodium batteries maintain efficiency, making them ideal for EVs in colder regions.
Sodium batteries still have challenges to overcome
While sodium-ion batteries are promising, they currently have a lower energy density than lithium-ion batteries, meaning they store less energy per unit of weight.
For EVs, this translates to shorter driving ranges for the same-sized battery. That’s especially important in electric two-wheelers like motorbikes and electric bicycles, which don’t have much extra space for storing bulky batteries.
However, advancements in cathode materials and battery architecture are quickly closing this gap, which Yadea has demonstrated. These sodium-ion batteries still can’t match the energy density of lithium-ion batteries, but as they continue to improve their energy density, the technology’s other major advantages provide encouraging signs for larger adoption in the industry.
Yadea’s status as a major electric motorbike maker also means that its adoption of sodium-ion battery technology could help lead the entire industry towards this battery chemistry, bringing safety and performance benefits along with it.
Last year I had the unique opportunity to visit one of Yadea’s global manufacturing sites.
To see inside the company’s massive and highly-automated manufacturing processes, check out the video below!
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At CES2025, the impressively built-out John Deere exhibit was all about automation. Autonomous job sites, autonomous farms … but it was this new, battery electric, autonomous lawn mowing robot that stole the show.
See, instead of using “just” GPS data or “just” repeating a pre-recorded run, Howard can do something in between. The way it was explained to me, you would ride the stand-up mower around the perimeter of the area you wanted to mow, select a pattern, then hop off, fold up the platform, and let it loose. Howard mows just the way you would, leaving you to focus on edging, planting, or (let’s face it) schmoozing with the clients.
It’s exactly the sort of help landscapers are looking for.
But that should come as no surprise, of course. John Deere, perhaps more than most companies, knows its customer. “We’ve been in the turf business for 60 years — it’s a core part of Deere,” says Jahmy Hindman, chief technology officer at John Deere, explaining things beautifully. “The work that’s being done in this industry is incredibly labor intensive … they’re not just doing the mowing work. They’re doing the tree trimming, maintaining flowerbeds and all these other jobs. The mowing is table stakes, though, for them to get the business. It’s the thing they have to do in order to get the higher value work.”
The John Deere autonomous commercial mower (there’s no snazzy alphanumeric, yet) leverages the same camera technology as other Deere autonomous machines, but on a smaller scale (since the machine has a smaller footprint). With two cameras each on the front, left, right, and rear sides of the little guy, he has a 360-degree view of the world and enough AI to lay down a pattern, avoid an obstacle, and shut off if it thinks it’s about to mow down something (read: someone) it shouldn’t.
John Deere will have Howard on display through tomorrow at CES in the LVCC’s West Hall. If you’re in town, be sure to go say hi.
Despite big discounts and 0% financing, Tesla sales are down for the first time in a decade … but there’s even bigger robot news with the return of Honda ASIMO, a flying car from China, and a whole lot more from today’s episode of Quick Charge!
CES2025 was all about AI – and not just what AI could do, but what AI could do for you. That’s where ASIMO comes in, helping everyone have a better time in there car and not at all just a modern day version of KITT dreamed up by a bunch of Gen X executives (wink, wink). We also cover some neat stuff from Suzuki, Aptera, Volvo, and more. Enjoy!
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