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One week after teasing camouflaged images of the next chapter in its “Neue Klasse” EV design strategy, BMW has publicly unveiled the Sport Activity Vehicle to the public. The Vision Neue Klasse X is BMW’s latest entry into the SAV segment and represents the all-electric DNA of a new model that will begin production next year.

“Neue Klasse” (new class) is the designation German automaker BMW has given to its latest electrification strategy. Sure, BMW already makes several BEV models, but the Neue Klasse will be a new era of branded vehicles offering 30% more range, 30% faster charging, and a 25% improvement in efficiency.

BMW’s true vision for the Neue Klasse came to light publicly last year at IAA Mobility when the automaker unveiled the Vision Neue Klasse sedan, based on the i Vision Dee Concept seen at CES a couple of years ago.

At the time, we learned the Neue Klasse of vehicles will feature the next generation of BMW iDrive, enhancing the driver’s digital experience while offering new personalized drive sounds. Frank Weber of BMW’s Board of Management, responsible for Development, elaborated on the improvements in Neue Klasse EVs:

Neue Klasse means BMW driving at an even higher level. The BMW of the future will have four totally new super-brains: high-performance computers working smartly together on what, up until now, was processed separately. We developed the first super-brain completely in-house. It integrates the entire powertrain and driving dynamics with up to ten times more computing power. The second super-brain will enable the next quantum leap in automated driving,” Weber continues. “Going forward, we will combine four key control units in a single high-performance computer. The result will be more dynamic performance, more precision, more efficiency, and even more fun to drive.

The next all-electric chapter to follow the Vision sedan will be the Neue Klasse X – a sports activity vehicle (SAV) teased by BMW last week. Today, BMW has shared a complete look at the new BEV, which features some design elements that are pretty out of character for the traditional German automaker. Have a look.

BMW Neue Klasse X

The message behind the debut of the X SAV today is one of vision (no pun intended) and rebirth, but also a focus on the design language that makes a BMW a BMW. BMW Chairman Oliver Zipse elaborated:

Together with the BMW Vision Neue Klasse, the BMW Vision Neue Klasse X showcases the breadth of our future BMW model line-up. The Neue Klasse reflects the variety of all the models that customers want today and in the future – from sport sedan, with all its derivatives, to modern SAV family. In this way, we are underlining that the Neue Klasse is much more than just a car or a specific concept; it is redefining the BMW brand – and, at the same time, will be more BMW than ever.

While the Vision Neue Klasse represented the automaker’s plans for the future of all-electric sedans, the Vision X is a glimpse into its plans for its “X” range of SAVs and SUVs. BMW says the new BEV concept represents a new breed of vehicle with “active lifestyle, efficient dynamics, and a confident stance.”

The exterior features taller ground clearance, while the flat 800V Neue Klasse architecture allows for more interior space and a cabin decorated with warm textiles that are sustainably sourced and manufactured.

The future BEV models that will spawn from today’s X reveal will be designed based on three core principles, according to BMW: electric, digital, and circular. BMW points out a fourth dimension in this new SAV – driving pleasure.

There are no specs on this one, as it remains a design exercise. Still, there is plenty to look at inside and out if you’re a fan of BMW vehicles because the automaker intends to bring a lot of these elements with it to its third chapter in electrification. See more below:

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Biden’s $635M good-bye, Trump’s DOT pick will investigate Tesla, and a look ahead

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Biden's 5M good-bye, Trump's DOT pick will investigate Tesla, and a look ahead

On today’s episode of Quick Charge we explore the uncertainty around the future of EV incentives, the roles different stakeholders will play in shaping that future, and our friend Stacy Noblet from energy consulting firm ICF stops by to share her take on what lies ahead.

We’ve got a couple of different articles and studies referenced in this forward-looking interview, and I’ve done my best to link to all of them below. If I missed one, let me know in the comments.

Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple PodcastsSpotifyTuneIn, and our RSS feed for Overcast and other podcast players.

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.

Got news? Let us know!
Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.

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In December, EV sales were still up and incentives were still sweet – Kelley Blue Book

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In December, EV sales were still up and incentives were still sweet – Kelley Blue Book

EV sales kept up their momentum in December 2024, with incentives playing a big role, according to the latest Cox Automotive’s Kelley Blue Book report.

December’s strong EV sales saw an average transaction price (ATP) of $55,544, which helped push the industry-wide ATP higher, according to Kelley Blue Book. The December ATP for an EV was higher year-over-year by 0.8%, slightly below the industry average, and higher month-over-month by 1.1%. Tesla ATPs were higher year-over-year by 10.5%.

Incentives for EVs remained elevated in December, although they were slightly lower month-over-month at 14.3% of ATP, down from 14.7% in November.

EV incentives were higher by an impressive 41% year-over-year and have been above 12% of ATP for six consecutive months. Strong sales incentives, which averaged more than $6,700 per sale in 2024, were one reason EV sales surpassed 1.3 million units last year, according to Cox Automotive, a new record for volume and share.

(My colleague Jameson Dow reported yesterday, “In 2024, the world sold 3.5 million more EVs than it did in the previous year … This increase is larger than the 3.2 million increase in EV sales from the previous year – meaning that EV sales aren’t just up, but that the rate of growth is itself increasing.”)

Kelley Blue Book estimated that in December, approximately 84,000 vehicles – or 5.6% of total sales – transacted at prices higher than $80,000 – the highest volume ever. KBB lumps gas cars and EVs together into this luxury vehicle category, so this is where Tesla Cybertruck is slotted.

However, Tesla bundles sales figures of Cybertruck with Model S, Model X, and Tesla Semi(!) into a category it calls “other models,” so we don’t know for sure exactly how many Cybertrucks Tesla sold in Q4, much less in December. However, Electrek‘s Fred Lambert estimates between 9,000 and 12,000 Cybertrucks were sold in Q4, and that’s not a stellar sales figure.

What will January bring when it comes to EV ATPs? What about tax credits? Check back in a month and I’ll fill you in.


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Tesla claims Cybertruck is ‘best-selling electric pickup’ without even confiming sales

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Tesla claims Cybertruck is 'best-selling electric pickup' without even confiming sales

Tesla is now claiming that Cybertruck was the ‘best-selling electric pickup in US’ last year despite not even reporting the number of deliveries.

There’s a lot of context needed here.

As we often highlighted, Tesla is sadly one of, if not the most, opaque automakers regarding sales reports.

Tesla doesn’t break down sales per model or even region.

For comparison, here’s Ford’s Q4 2024 sales report compared to Tesla’s:

You could argue that Tesla has fewer models than Ford, and that’s true, but Tesla’s report literally has two lines despite having six different models.

There’s no reason not to offer a complete breakdown like all other automakers other than trying to make it hard to verify the health of each vehicle program.

This has been the case with the Cybertruck. Tesla is bundling its Cybertruck deliveries with Model S, Model X, and Tesla Semi deliveries.

Despite this lack of disclosure, Tesla has been able to claim that the Cybertruck has become “the best-selling electric pickup truck” in the US in 2024:

It very well might be true. Ford disclosed 33,510 F-150 Lightning truck deliveries in the US in 2024 while most estimates are putting Cybertruck deliveries at around 40,000 units.

Those are global deliveries, but Tesla only delivered the Cybertruck in the US, Canada, and Mexico in 2024, and most of the deliveries are believed to be in the US.

However, there’s essential context needed here, as we highlighted in our recent ‘Tesla Cybertruck sales are disastrous‘ article.

First off, Tesla had a backlog of over 1 million reservations for the Cybertruck that it has been building since 2019. This led many to believe Tesla already had years of demand baked in for the truck and that production would be the constraint.

However, based on estimates, again, because Tesla refuses to disclose the data, Cybertruck deliveries were either flat or down in Q4 versus Q3 despite Tesla introducing cheaper versions of the vehicle and ramping up production.

Again, that’s after just about 40,000 deliveries.

Furthermore, with almost 11,000 deliveries in Q4 in the US, Ford more likely than not outsold Cybertruck with the F-150 Lightning in Q4.

Electrek’s Take

Tesla is in damage control here. There’s no doubt that it is having issues selling the Cybertruck.

Inventory is full of Cybertrucks and Tesla is now discounting them and offering free lifetime Supercharging.

Tesla is great at ramping up production, and it’s clear the Cybertruck is not production-constrained anymore. It is demand-constrained despite having over 1 million reservations.

Again, those reservations were made before Tesla unveiled the production version, which happened to have less range and cost significantly more.

The upcoming cheaper single motor version should help with demand, but I have serious doubts Tesla can ramp this program up to more than 100,000 units in the US.

As a reminder, Tesla installed a production capacity of 250,000 units annually and Musk said he could see Tesla selling 500,000 Cybertrucks per year.

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