Although Toyota bZ4X sales nearly doubled last year, the auto giant is still falling behind in the US EV market. Overseas rivals like Hyundai and Kia are lapping Toyota. Even other Japanese automakers, including Honda and Nissan, are selling more EVs in the US than Toyota.
Toyota bZ4X sales lagged behind US EV rivals in 2024
Toyota boasted that its 2024 electrified vehicle sales reached over 1 million in the US in 2024. However, that’s primarily thanks to its hybrid models.
With just 1,854 bZ4X models sold in December, Toyota’s 2024 total reached 18,570. Although that number is up 99% from the 9,329 sold in 2023, it’s still far behind the competition.
To put it in perspective, Honda, which began delivering its electric Prologue last March, sold over 33,000 models last year. In December, Honda sold nearly 7,900 Prologues alone. During the second half of 2024, Honda sold an average of over 5,000 electric SUVs per month.
Nissan also outsold Toyota with nearly 19,800 Ariya electric SUVs sold last year. Nissan’s decade-old LEAF secured another 11,226 sales in the US in 2024, up 57% year-over-year.
Kia’s first three-row electric SUV, the EV9, outsold the bZ4X last year despite a +$10,000 higher MSRP. After deliveries began in late 2023, Kia sold over 22,000 EV9 models in the US last year.
After setting new US sales records last year, Hyundai and Kia are aggressively aiming for more EV market share in 2025. Hyundai began production at its massive new EV plant in Georgia, where it will produce new EVs like the upgraded 2025 IONIQ 5 and three-row IONIQ 9.
With Kia building EV9 models at its West Point plant and the Genesis Electrified GV70 built in Alabama, Hyundai Motor has five EV models that qualify for the $7,500 federal tax credit for the first time, which should boost demand further.
Toyota slashed 2025 bZ4X prices by $6,000 to make it more competitive. Starting at $37,070, the 2025 bZ4X undercuts the 2025 Hyundai IONIQ 5 ($42,500) and Nissan Ariya ($39,770).
Although Honda has yet to release 2025 Prologue prices, it’s expected to start much higher. The 2024 Honda Prologue starts at $47,400.
Electrek’s Take
Like several others, Toyota pushed back major EV projects, including its first three-row electric SUV. The delay gave overseas rivals, like Hyundai and Kia, an opportunity, which they gladly took advantage of.
Toyota also scrapped plans to build new Lexus electric SUVs in North America. Instead, the new Lexus EV models will be imported from Japan.
The company is preparing to start battery production at its new $13.9 billion facility in NC, which should help ramp up EV sales. In the first half of 2026, it will also begin building the larger electric SUV at its Georgetown, Kentucky, plant.
The Japanese auto giant is still promising advanced new EV batteries are coming soon with significantly more range and faster charging at a lower cost. But when will they actually hit the market?
Toyota has been vowing to launch new EV battery technology for years. By 2027, the company plans to launch a pair of new Performance and Popularized batteries, which will enable a nearly 500-mile (800-km) WLTP range. In 2028, Toyota plans to launch solid-state EV batteries with mass production in 2030.
Will it be enough? Or is Toyota already too late to the party? Let us know what you think in the comments below.
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Sony Honda Mobility has introduced its AFEELA 1 EV at the Consumer Electronics Show, finally giving a (nearly) full unveil to the car that’s expected to go on sale in California in 2026.
Sony has been teasing us with an EV project for years now, starting back in 2020 with a surprise unveil at its CES keynote. At the time, it was called the VISION-S project and we thought there was no way it would happen… but later Sony partnered with Honda, then the car got the name “AFEELA” in 2023, and a 2026 release date.
Today Sony gave us another annual update of its AFEELA vehicle, though focused its keynote less on it than it has in the past. The roughly 6 minute segment of its CES keynote dedicated to the car didn’t tell us a whole lot of new information compared to past years, but it did give us perhaps the most important information yet: pricing and availability.
The big news today is that the car will be called the AFEELA 1, and reservations are now open at $200 a pop, with a base price of $89,900 for the “Origin” trim, and $102,900 for the “Signature” trim.
Sony didn’t tell us much more about the difference between these trim levels, but there is a short rundown available on the AFEELA website. The additional $13k for the Signature trim gets you more color choices, rear screens (which you can see in our hands-on of the vehicle prototype), a camera rear-view mirror, and larger wheels.
But, perhaps more importantly, it also gets you the car a year earlier, in “mid 2026,” whereas the Origin series is only available in 2027 (strangely, the original cars will not have the origin trim).
But we may learn more later, as the site also claims that “features may vary.” This is certainly not a full spec sheet, so we’re expecting to learn more as time goes on.
In previous keynotes, Sony has touted its expertise in software and entertainment and said that that will help them make a vehicle that better integrates vehicle software to provide entertainment for passengers and guidance for drivers through its “AFEELA personal agent” and electronic drivers aids (and 45 sensors for potential autonomous driving tasks).
One of tonight’s demos included Sony Honda Mobility CEO Yasuhide Mizuno showing off Sony’s “personal agent” features by talking to the car through his phone, after which the car came out on stage, and later left stage in the same manner. Last year, Sony drove the car on stage with a PS5 controller. Sony didn’t promise that this would become a production feature, merely referring to it as a tech demo.
Sony also specified that its “personal agent” and autonomous drive features will be subscription-based, with a 3-year “complimentary subscription” included along with the car, but no information on how much it would cost after that. Sony said that this is “subject to change” – and given the negative public reaction that some car subscription fees have gotten, we think there’s a reasonable chance that change will come.
But there’s one more catch from today’s presentation: so far, reservations are only open in California.
This is something a lot of companies have done before, because California is the state with the most EVs – and also the strictest emissions rules.
Those strict emissions rules require more EV sales than many other states, so companies often choose to sell EVs in California to help offset the emissions of their other, more polluting gas vehicles. This has led to the phrase “compliance car,” referring to compliance with California’s EV rules, to describe cars that are focused more on meeting regulations than on being a serious 50-state effort by an automaker.
While Sony doesn’t have any emissions to offset, Honda does. Honda only recently started selling EVs in the US with the Prologue, which is selling quite well across many states, not just California.
So, it’s a bit weird that either of these companies would focus solely on California, as it doesn’t seem like either of them have to worry about compliance. We reached out to figure out what the timeline would be for other states, and will update you if we find out anything new.
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Thomas Built Buses just launched the second generation of its Saf-T-Liner C2 Jouley electric school bus originally unveiled in 2017 – here’s what’s new.
A Smarter powertrain with Accelera’s eAxle
The second-gen Jouley is all about being more efficient, better performance, and being easier to service. At the heart of it is the 14Xe eAxle from Accelera, Cummins’ zero-emissions brand. This piece of tech combines the motor, transmission, brakes, and rear-drive gear into one compact unit on the rear axle. By ditching the traditional driveshaft, the eAxle is lighter, simpler, and more efficient. It sends power straight to the wheels, which means smoother rides, better acceleration, and improved torque.
Proterra’s 800-volt battery ramps up performance
The Jouley’s new 800-volt Proterra battery helps the bus handle steep hills, accelerate more quickly, and integrate extras like air conditioning and heating without sacrificing performance. This means it can easily handle all terrains, from flat roads to mountainous routes.
Easier to fix and keep running
Thomas Built’s next-gen electric school bus doesn’t just drive better; it’s also easier to maintain. The eAxle’s simplified design means fewer moving parts and centralized components, which cuts down on repair time and costs.
Technicians will appreciate updates like a new 12-by-12-inch floor panel, which gives direct access to high-voltage connectors without having to remove the battery packs. Plus, a relocated heating loop surge tank makes everyday maintenance even simpler. The focus here is to get buses back on the road faster.
Room for more passengers
The second-gen Jouley offers a new 219-inch wheelbase, letting it carry up to 60 passengers, a feature many operators have been asking for. The shorter eAxle also makes the bus easier to maneuver, whether it’s navigating tight school parking lots or fitting into smaller service bays.
A tech-forward driver experience
Drivers will notice the sleek new LCD digital dash, which feels more like a modern car than a traditional school bus. It displays more detailed diagnostics and operational data, with animations that make key info easy to understand. Software updates will roll out new features over time so the bus stays up-to-date without needing hardware changes.
The 219-inch wheelbase version of the Jouley is already in production at Thomas Built’s High Point, North Carolina factory, with more wheelbase options set to roll out in 2025.
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For a while it seemed like a bit of a hail mary, as many thought that most of the industry was already committed to the SAE CCS standard for fast charging.
For a time, though, VW was a holdout. It wasn’t until December 2023 – half a year after Ford’s announcement – that VW committed to switching to NACS in 2025 (though really, they were just waiting for SAE’s certification of the standard, which was completed a few days prior).
Well, now we’re here in 2025, and VW says they’re ready to step up.
Today at CES, VW PR director Mark Gillies confirmed to PC Magazine that “we get access to the network in June/July, when we have an official VW adapter.”
Currently, VW isn’t even listed on Tesla’s NACS page, which mentions that Ford, Rivian, GM, Volvo, Polestar, and Nissan vehicles can all charge on Tesla’s charging network. The only manufacturer currently listed as “coming soon” is Mercedes-Benz, and generally manufacturers have spent a few months on that page before gaining access.
So this is a bit of a surprise announcement from VW, but certainly welcome. Then again, we have witnessed miscommunications in this respect before, so maybe Tesla just didn’t want to jump the gun again, like it did with Nissan. (Update: It turns out VW jumped the gun this time, as a previous version of this article quoted VW saying it will get access in March, not June).
VW’s confirmation today doesn’t specify whether its sub-brands, Audi and Porsche, would be on the same timeline. But since the three brands committed to NACS in a joint announcement, it stands to reason that they could be on the same timeline to get access and adapters.
Update: A previous version of this article stated that VW cars will get access in March, and adapters in June. It turns out, both access and adapters will come in June.
Electrek’s Take
Given that VW was one of the last manufacturers to officially adopt NACS, it’s nice to see them keeping to their timeline – and possibly beating some other manufacturers to the punch too.
This could also be a sign that we’ll start seeing more of a flood of manufacturers getting access soon. The transition is supposed to happen “throughout 2025” after all, and, well, that’s where we are. But the casual nature with which VW has confirmed this timeline suggests that perhaps this transition is really about to get on a roll.
So, look forward to having a lot more interesting sights to see at Superchargers, as the menagerie gets more varied throughout the year.
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