Toyota is still struggling to sell EVs so it’s back to gas-powered SUVs
As it struggles to sell EVs in the US, Toyota is resorting to bigger, gas-powered SUVs. That new Toyota electric SUV we are still waiting on? It’s delayed again, but there’s more to it.
Toyota pushes to sell gas SUVs as EV sales slump
Toyota sold 1,223 models of the bZ4X, its sole electric SUV in the US, last month. That’s less than the nearly 1,400 it sold in June 2024 despite upgrading it for the 2025 model year.
Through the first half of 2025, Toyota has sold 9,249 bZ4X models in the US, down from the nearly 9,500 sold in the same period last year.
Its luxury Lexus brand is also struggling to sell its electric SUV, the RZ. Last month, Lexus RZ sales fell 30% to just 763 units. Through the first half of 2025, RZ sales are down by a third (-33%), with just 3,779 units sold.
As the struggles continue, Toyota is now delaying more EV models as it shifts its focus back to gas-powered SUVs.
Toyota plans to begin producing a new electric SUV at its Kentucky plant in 2028, a year later than initially expected. The new EV was scheduled to be built at the automaker’s Princeton, Indiana, facility, following an additional $1.4 billion investment made last April.
According to AutoNews, the sudden shift is to free up capacity for its massive gas-powered Grand Highlander SUV.
Toyota is consolidating EV production and will build the new EV in Kentucky alongside a separate three-row electric SUV. The larger electric SUV is set for production in late 2026, rather than earlier in the year as initially planned.
“As previously announced, Toyota plans to produce two all-new, three-row battery electric SUVs in the US. Toyota will now assemble both vehicles at Toyota Kentucky,” Toyota said in a statement.
Toyota will ramp up production of the Grand Highlander in Indiana with a new dedicated assembly line. Through the first half of 2025, Toyota Grand Highlander sales are 20% with over 65,000 units sold.
Despite the delay, Toyota is still planning to launch seven new EVs in the US by mid-2027, including under the Lexus brand.
Later this year, Toyota will introduce the new bZ electric SUV (an upgraded bZ4X) with more driving range and an added NACS port to charge at Tesla Superchargers.
The smaller Toyota C-HR and rugged bZ Woodland electric SUVs are expected to arrive sometime next year.
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With its tire-blistering acceleration and record-setting performance, the Xiaomi SU7 Ultra has been getting attention throughout the auto industry, impressing everyone who’s seen it. That “everyone” now seems to include the OG supercar brand, itself.
CarNewsChina posted pictures from a Weibo user that reportedly show a Xiaomi SU7 Ultra exiting the storied Ferrari factory in Maranello, Italy. According to a Chinese blogger going by 西米露在博洛尼亚 (which seems to translate to “Sago Dessert in Bologna”), the prancing horse brand is actively benchmarking the Chinese hypercar for its own upcoming EV.
The SU7 Ultra was definitely coming from inside Ferrari’s facility. After verification, we learned this specific vehicle was officially purchased by Ferrari for testing, and the development of their next-generation electric platform.
Yet another Chinese auto blogger, 苏黎世贝勒爷, claims that Ferrari representatives visited Xiaomi headquarters last year, allegedly to discuss the joint development of next-generation high-performance EV motors.
The Xiaomi SU7 Ultra made its debut last year, promising 1,548 hp, sub 2.0-second 0-60 mph times, and a top speed well over 200 mph – all at a price lower than a Tesla Model S Plaid or Porsche Taycan Turbo GT. The car sold out almost immediately after it was unveiled, racking up some 50,000 orders almost overnight.
The new electric benchmark
In the automotive world, “benchmarking” is a process in which car companies systematically tear down each others’ competitive products to compare everything from sound insulation, vehicle ride and handling, component materials, and even manufacturing methods against their own or against other industry leaders. The goal is to evaluate performance, cost, quality, and other key metrics, effectively figuring out “where they stand” in the market.
If Ferrari really did buy an SU7 to benchmark it against their own upcoming electric supercar, it’s more than just a curiosity – it could mean that the highest tiers of automotive innovation have shifted from West to East. Maybe forever.
Featured image via Xiaomi; sources throughout the post.
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We’re finally getting our first teases of the upgraded 2027 Chevy Bolt, built on GM’s battery/motor platform formerly known as Ultium. So far, so good for the vehicle, which will be revealed later this Fall.
Chevy took to social media today to tease the 2027 Chevy Bolt, saying, “You asked, we listened. The #ChevyBolt is back and better than ever. More this fall. 👀”
Chevy ended the original Bolt program with the 2023 model, which was loved by a loyal group of customers (including myself). Some of the major gripes, including charging speed and rear brake lights, already look to be addressed. Also, a new more aggressive fascia is debuting.
Electrek’s take
GM has done an incredible job keeping the 2027 Bolt under wraps. It will be the first GM vehicle with a native NACS port after the Cadillac Optiq-V, which we spied in Seattle last week.
Hopefully, the new Bolt will have improved charging speeds over and above the 54kW that previous Bolts adhered to. One possible downgrade is that the old Bolt’s amazing wireless CarPlay/Android Auto system will likely be replaced by GM’s move to Android’s built-in experience. For a few years, the Chevy Bolt was the most affordable long-range EV, and it won our 2022 Electrek car of the year for its versatility and price.
I would, of course, like to see the new Bolt as a hot hatchback, but GM CEO Mary Barra has hinted that it will likely take more of the EUV’s SUV form factor. Things like AWD options, SuperCruise, pricing, power and range are yet to be revealed, but stay tuned to Electrek for the latest on Bolt developments.
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On today’s test-acular episode of Quick Charge, it’s a new day and a new Chinese ADAS test for Tesla to conquer – but this one’s got a LOT more pedestrian carnage to parse through! We’ve also got some great e-bike deals from Retrospec and a bladder-busting Hyundai.
Today’s episode is brought to you by Retrospec – the makers of sleek, powerful e-bikes and outdoor gear built for everyday adventure! To that end, we’ve got a pair of Retrospec e-bike reviews followed up by the updated Hyundai IONIQ 6 with nearly 350 miles of range from its updated long-range battery. With that, Hyundai now has the longest range Korean EV on the market, while Texas is adding megawatts of battery energy storage to beef up its troubled grid, and it’s doing so faster and cheaper than ever before.
Plus: Quick Charge listeners can get an extra 10% off the price of their next awesome e-bike by using code ELECTREK10 at retrospec.com!
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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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