A new electric crossover SUV, similar to Nissan’s Rogue Sport, will roll out in the US. The Nissan Rogue-like electric SUV will be the company’s fifth EV to be built at its Canton, Miss plant. Meanwhile, Nissan is delaying EV production (again) after putting a $500 million investment on hold.
EV production in Canton is delayed again
Nissan is pushing back EV production in Canton for the second time this year. After delaying plans to begin building electric cars at the facility in January, Nissan is at it again.
Production of two Nissan electric sedans was scheduled to start in June 2026. However, Nissan pushed the date back until November 2026, citing “the need to enhance product competitiveness,” a note to suppliers read.
According to a new memo viewed by Automotive News, Nissan asked suppliers to “stop all development activities related to [the EV sedan] project until further notice.
Nissan did not provide a new start date but said suppliers can expect an update in mid-June. “I think it’s going to be at least six or eight months before [Nissan] returns with a new plan,” one of the suppliers said.
“What matters is making sure that we launch the vehicles that the customer wants, at the time the customer wants it,” Nissan America chairperson Jérémie Papin explained.
A new Nissan Rogue-like electric SUV is coming
In a separate note, Nissan unveiled plans to introduce a Rogue-like electric SUV. According to GlobalData, the new EV, codenamed PZ1L, will be similar in size to the Nissan Rogue Sport.
It will be the fifth EV made in Canton. The automaker’s production plans include a pair of new electric sedans, one Nissan brand (codenamed LZ1F), and an Infiniti model (LZ1E). Nissan’s LZ1F was scheduled for production in Nov 2026, with the LZ1F following in April 2027.
Nissan will need to act quickly with suppliers asking for answers. Papin said Nissan will provide “clarity” on EV production “fairly soon.”
In the meantime, Nissan’s output at the plant is dwindling. The Canton facility was built to support over 410,000 vehicles annually, but Nissan cut its capacity to around 270,000 at the start of the decade.
Nissan Titan production is set to end this summer, while Altima production has been extended through late 2025.
Electrek’s Take
With Nissan’s footprint in the US shrinking, the automaker will need to shake things up. Although sales are up 7% in the US through March 2024, Nissan’s market share has fallen in recent years.
Nissan had an 11% share of new car sales in the US in 2018, but that number fell to around 5.8% last year.
Although Nissan’s decade-old LEAF is falling out of favor (sales are down +50% this year), its second EV in the US, the Ariya, is picking up the slack. Nissan Ariya sales are up 45% through the first three months of 2024, with 4,142 units sold.
Nissan’s LEAF and Ariya are already two of the most affordable EVs on the market, but the competition is intensifying.
With Altima sales slipping (-13 % through March), Nissan may want to speed up its timeline rather than delay it again.
Production at Canton is expected to be around 204,500 in the fiscal year ending March 21, 2025. With EV production not scheduled to begin until late 2026 (at the earliest), how does Nissan plan to keep up?
We will learn more about Nissan’s EV production plans soon with more updates expected to come in the next few months.
Would you buy a new Nissan Rogue-like electric SUV? By 2027, it will need to stand out, as plenty of rivals will launch similar-sized EVs.
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Deliveries are expected to start in March. The new Model Y hasn’t launched in Europe or North America yet, but it is expected to in the coming months.
The update has received mixed reviews as the updated design is not as well received as the Model 3’s recent design refresh and the specs and feature upgrades are basically in line with the Model 3 refresh.
But Tesla has reportedly received a significant number of orders for the updated electric vehicles.
According to several reports from Chinese bloggers claiming to have information coming from Tesla salespeople (via Car News China), the automaker secured 50,000 Model Y orders on the first day of the design refresh unveiling.
It’s hard to assess how significant this is for Tesla. The automaker delivered about 480,000 Model Ys in China in 2024 – up about 5% year-over-year.
50,000 units would represent just over a month of orders in a single day, but the design refresh was anticipated for about a year. Therefore, there was a lot of pent-up demand for it as people waited for the update to order.
It’s also worth noting that one of the sources claimed that Tesla is guiding that new orders being placed now won’t get delivered until April or May, which was used as evidence supporting the number of orders.
However, Tesla’s Chinese Model Y configurator is still mentioning March deliveries for new orders being placed now:
That’s true for both versions of the new Model Y. Tesla has yet to launch the updated performance version the new electric SUV.
Electrek’s Take
I wouldn’t be really surprised if Tesla secured 50,000 orders for the new Model Y in China, but I would still take this report with a grain of salt. Tesla salespeople have extremely limited visibility into sales beyond their own locations, and the sources appear to be coming from them and are relayed by Chinese bloggers on social media.
That, combined with the fact that the configurator still mentions March deliveries, makes me have doubts.
With that said, 50,000 orders is also not an unbelievable number.
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The rugged new electric SUV will be here before you know it. Jeep is fast-tracking Recon EV production as it prepares for an upcoming launch. Here’s what to expect from Jeep’s new electric SUV inspired by the legendary Wrangler.
Just as Jeep’s first global electric SUV, the Wagoneer S, is arriving at US dealers, the brand is already preparing to introduce another EV.
The Recon was revealed in 2022 as part of Jeep’s new strategy to become “the leading electrified SUV brand” in North America and Europe. Although Jeep launched the Avenger in Europe in early 2023, the Wagoneer S and Recon will be the brand’s first EV models to roll out globally.
The Recon will be Jeep’s first true off-road electric SUV. It’s built from the “ground up to be 100% Jeep 4×4.”Jeep said the new EV is for “those who love to explore extreme adventures in near silence.”
Jeep maker Stellantis said the Recon is “inspired by the legendary Wrangler.” Like the iconic off-roader, it will feature options like removable windows and doors.
With an expected launch just around the corner, Jeep (Stellantis) is reportedly fast-tracking Recon EV production.
When is Jeep launching the Recon EV?
According to MoparInsiders, a source at Stellantis’ assembly plant in Mexico claims production for the new Jeep Recon EV is set for February 24, 2025.
That’s well ahead of expected. After recently introducing the Wagoneer S and Dodge Charger Daytona to the market, Stellantis aims for a smooth launch with the new Jeep Recon EV.
Ahead of its official debut, prototypes of the rugged electric SUV have been spotted in public testing several times. A Recon EV was caught in Michigan with almost no camouflage by the folks at JeepReconForum last month. Inside, a display screen showed a range of 147 miles at 66% charge.
Although that suggests a range of around 223 miles, the production model is expected to be closer to 300 miles. Like the Wagoneer S, which features over 300 miles of driving range, the Recon EV will also be based on Stellantis’ STLA Large platform.
Jeep’s off-road electric SUV will be equipped with its signature Selec-Terrain system, which includes Rock, Mud, and other modes. It will also include standard four-wheel drive for added off-road capabilities. The Recon is expected to pack between 450 to 600 hp with dual EDMs.
According to the report, the Jeep Recon EV will launch in three trims: Willys, Overland, and an even more rugged Moab model.
We caught a glimpse of the Moab trim in 2023 after images leaked out of a dealer event. Over the past few months, the Recon EV has been spotted in public with less and less camouflage.
As it gets closer to production, Jeep’s upcoming electric SUV looks more like a Ford Bronco with a rugged exterior design.
Prices and official specs will be revealed closer to launch, but the Jeep Recon EV is expected to start at around $60,000. More expensive trims, like the Moab, could cost about $80,000. Stellantis will launch the Recon this year in the US and other global markets like Europe, The Middle East, and Asia.
What do you think of Jeep’s Wrangler-inspired Recon? Would you buy one for around $60,000? Drop us a comment below and let us know.
Source: MoparInsiders
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The world’s largest EV maker is making a big statement overseas. In a historic win, BYD officially outsold Toyota in EV sales on its own home turf for the first time last year.
BYD EV sales in Japan topped Toyota in 2024
After squeezing legacy automakers out of China with its low-cost electric cars, BYD is making a strong push into overseas markets.
BYD introduced its first electric vehicle (EV) in Japan in early 2023, the Atto 3. Starting at around $30,000, this SUV competes with popular domestic cars like the Toyota RAV4 and Honda CR-V. It also rivals other EVs on the market, like the Toyota bZ4X and Nissan Ariya.
In its first full sales year, BYD has already outsold Toyota in EV sales in Japan. This accomplishment is even more impressive since Toyota has historically dominated sales in its home market.
According to the Japan Automobile Dealer Association (via CarNewsChina), BYD sold 2,223 EVs in 2024. In comparison, Toyota sold just 2,038 electric cars in its home market last year.
BYD’s EV sales were up 54% compared to 2023, while Toyota’s slipped 30% year over year (YOY). Since launching in 2023, BYD has introduced several top-selling models, including the Dolphin hatchback and Seal sedan.
Starting at just 2.99 million yen ($19,000), the Dolphin competes with top-selling domestic cars like the Toyota Prius and Nissan LEAF.
After launching the Seal last June, widely viewed as its answer to the Tesla Model 3, BYD’s electric sedan was already the top-selling imported EV in Japan by August. BYD’s Seal starts at 5.28 million yen, or around $33,500.
BYD is turning up the pressure in 2025 with plans to launch the Sealion 07 in Japan, its new smart mid-size electric SUV.
Japan’s total EV sales fell 33% to just below 60,000 in 2024, its first YOY decline in four years. Nissan led the market with a roughly 50% share despite LEAF sales slipping nearly 50% (30,749) from 2023. Although Toyota bZ4X sales were up 10%, only 1,012 models were sold in 2024. Toyota’s electric SUV starts at 5.5 million yen ($35,000).
Electrek’s Take
After losing significant market share in China, a critical market for Japanese automakers, BYD is now taking their home market by storm.
Although it’s still a small number, BYD’s growing presence in Japan is impressive. Japan has been a challenging market for foreign brands to compete in. Outside of luxury automakers like Mercedes-Benz, Porsche, and BWM, domestic brands have historically dominated auto sales in Japan.
Toyota accounted for over a third of the market alone last year. After topping Nissan and Honda for the first time in global vehicle sales last year, BYD is laying the groundwork for more growth in 2025.
The Chinese EV leader is expanding with new models launching in Europe, Southeast Asia, Central and South America, and more. Will BYD eventually top Toyota in global sales? As the industry shifts to EVs, BYD is quickly gaining momentum while Toyota lags in key markets.