After a tumultuous four year journey to this point, Lordstown Motors has announced it has finally reached that pivotal moment in any flagship EV lifecycle, the start of commercial production. The American EV automaker shared that it has already completed two production-ready Endurance pickups as part of a slow ramp up in Lordstown, Ohio toward 500 units that will begin sales next quarter.
As you may recall, Lordstown Motors ($RIDE) is a relatively young EV automaker that came out swinging with the prospects of its flagship EV, the Endurance pickup truck. Following initial financial backing from General Motors – the former owners of the Lordstown manufacturing facility in Ohio – and over 100,000 reported reservations in place, there was a lot to be excited about surrounding this new brand… at least for a while.
Despite two beta versions of the Endurance rolling off the assembly lines, Lordstown continued to take steps backward, losing its CEO and CFO to resignations in June of 2021. By October, Lordstown was shopping around its manufacturing plant with hopes that someone else would come in and build the Endurance EV for it.
Chinese manufacturing expert Foxconn answered the call, and by this past May the sale was complete. Foxconn’s chairman also vowed that Lordstown Endurance deliveries would begin before year’s end. We’re still not sure if the companies can make good on that promise yet, but it appears that sales are going to begin very soon following the official start of commercial Endurance production.
Lordstown builds 2 of 500 Endurance trucks in first batch
The American automaker announced its trickled start of production in a recent press release, relaying that two Endurance pickups have rolled off the assembly line with a third not far behind. Lordstown was candid in stating that the ramp of of Endurance production will be slow to begin and its acceleration will be governed by a number of factors including supply chain constraints, engineering readiness, quality checks, and part availability.
The initial batch of Endurance pickups planned for Foxconn’s Lordstown facility is 500, but the automaker is already taming expectations for 2022, sharing it expects to only deliver 50 trucks before the ball drops in Times Square. The other 450 trucks or so are expected to deliver in the first half of 2023, pending “sufficient capital” required to keep going. Per the release:
We anticipate ending the third quarter with approximately $195 million in cash and cash equivalents, including $27.1 million of proceeds from equity issuances during the third quarter of 2022. We now anticipate ending 2022 with approximately $110 million in cash and cash equivalents, excluding both any additional capital raises and funding of any contingent liabilities. Our cash outlook is better than our previous outlook by approximately $75 million and we continue to explore opportunities for capital raising alternatives, including in connection with the initial Foxconn JV program and strategic partnerships.
Despite the looming need for more cash, Lordstown is pushing forward to get this first small group of Endurance trucks out in 2022. Crash testing is already complete and automaker says it has already submitted applications for EPA and CARB certification, imperative to the start of sales. Lordstown says it will continue to work through other additional vehicle certifications and software updates ahead of a start of sales sometime in Q4.
Check back with Electrek when we get those ever-so important EPA ranges and pricing. There will be lots of eyes on the Endurance pickup to see where it lands price- and performance-wise in a growing electric pickup segment.
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Solar and wind accounted for 90% of new US electrical generating capacity added in the first seven months of 2025, according to data just released by the Federal Energy Regulatory Commission (FERC). In July, solar alone provided 96% of new capacity, making it the 23rd consecutive month solar has held the lead among all energy sources.
Solar’s new generating capacity in July and YTD
In its latest monthly “Energy Infrastructure Update” report (with data through July 31, 2025), which was reviewed by the SUN DAY Campaign, FERC says 46 “units” of solar totaling 1,181 megawatts (MW) were placed into service in July, accounting for over 96.4% of all new generating capacity added during the month.
The 434 units of utility-scale (>1 MW) solar added during the first seven months of 2025 total 16,050 MW and were 74.4% of the total new capacity placed into service by all sources.
Solar has now been the largest source of new generating capacity added each month for 23 consecutive months from September 2023 to July 2025. During that period, total utility-scale solar capacity grew from 91.82 gigawatts (GW) to 153.09 GW. No other energy source added anything close to that amount of new capacity. Wind, for example, expanded by 10.68 GW, while natural gas increased by just 3.74 GW.
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Renewables were 90% of new capacity added YTD
Between January and July, new wind provided 3,288 MW of capacity additions – significantly more than the new capacity provided by natural gas (2,207 MW). Wind thus accounted for 15.2% of all new capacity added during the first seven months of 2025.
For the same period, the combination of solar and wind (plus 4 MW of hydropower and 3 MW of biomass) was 89.6% of new capacity, while natural gas provided just 10.2%; the balance came from coal (18 MW), oil (17 MW), and waste heat (17 MW).
Solar + wind are 23.23% of US utility-scale generating capacity
Utility-scale solar’s share of total installed capacity (11.42%) is now almost equal to that of wind (11.81%). Taken together, they constitute 23.23% of the US’s total available installed utility-scale generating capacity.
Moreover, at least 25-30% of US solar capacity is in the form of small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar + wind to more than a quarter of the US total.
With the inclusion of hydropower (7.61%), biomass (1.07%), and geothermal (0.31%), renewables currently claim a 32.22% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables are now more than one-third of total US generating capacity.
Solar still on track to become No. 2 source of US generating capacity
FERC reports that net “high probability” additions of solar between August 2025 and July 2028 total 92,631 MW – an amount more than four times the forecast net “high probability” additions for wind (22,528 MW), the second fastest-growing resource.
FERC also foresees net growth for hydropower (579 MW) and geothermal (92 MW) but a decrease of 131 MW in biomass capacity.
Taken together, the net new “high probability” capacity additions by all renewable energy sources over the next three years – the bulk of the Trump Administration’s remaining time in office – would total 115,120 MW.
There are now 35 MW of new nuclear capacity in FERC’s three-year forecast, while coal and oil are projected to contract by 25,017 MW and 1,576 MW, respectively. Natural gas capacity would expand by just 8,276 MW.
Should FERC’s three-year forecast materialize, by mid-summer 2028, utility-scale solar would account for more than 17% of installed U.S. generating capacity – more than any other source besides natural gas (40%). Further, the capacity of the mix of all utility-scale renewable energy sources would exceed 38%. Inclusion of small-scale solar systems would push renewables ahead of natural gas.
“With one month of Trump’s ‘One Big Beautiful Bill’ now under our belts, renewables continue to dominate capacity additions,” noted the SUN DAY Campaign’s executive director, Ken Bossong. “And solar seems poised to hold its lead in the months and years to come.”
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Toyota’s electric vehicle sales plunged as it prepares for a new wave of models. The new EVs are bringing much-needed upgrades, including more range, faster charging, revamped designs, and more.
Toyota’s EV sales crashed in Q3 as new models roll out
Despite most automakers reporting record EV sales as buyers rushed to claim the $7,500 federal tax credit, Toyota was an outlier, selling just 61 BZ models in September.
Including the Lexus RZ, which managed 86 sales, Toyota sold just 147 all-electric vehicles in the US last month, over 90% less than the 1,847 it sold in September 2024.
Toyota’s total sales were up 14% with over 185,700 vehicles sold, meaning EVs accounted for less than 0.1%. Through the first nine months of the year, sales of the BZ and Lexus RZ are down 9% and 36% compared to the year prior.
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So, why is Toyota struggling to sell EVs when the market is booming? For one, it’s basically sold out of its current EV models, the bZ4X and Lexus RZ.
2026 Toyota bZ electric SUV (Source: Toyota)
The 2026 Toyota BZ (formerly the bZ4X) is arriving at US dealerships, promising to fix some of the biggest complaints with the outgoing electric SUV.
Powered by a larger 74.7 kWh battery, the 2026 Toyota BZ offers up to 314 miles of driving range, a 25% improvement from the 2025 bZ4X.
2026 Toyota bZ electric SUV (Source: Toyota)
The electric SUV features Toyota’s new “hammerhead front end” design, similar to that of the new Crown and Camry, with a slim LED light bar and revamped front fascia.
Toyota’s new electric SUV also features a built-in NACS charge port, allowing for recharging at Tesla Superchargers. It also features a new thermal management system and battery preconditioning, which improves charge times from 10% to 80% in about 30 minutes.
The interior of the 2026 Toyota bZ (Source: Toyota)
The base 2026 BZ XLE FWD starts at just $34,900, but uses a smaller 57.7 kWh battery, good for 236 miles range.
The 2026 Lexus RZ received similar updates. Next year, Toyota is launching two more fully electric SUVs, the 2026 C-HR and BZ Woodland.
2026 Toyota bZ trim
Battery
Range
Starting Price*
XLE FWD
57.7 kWh
236 miles
$34,900
XLE FWD Plus
74.7 kWh
314 miles
$37,900
XLE AWD
74.7 kWh
288 miles
$39,900
Limited FWD
74.7 kWh
299 miles
$43,300
Limited AWD
74.7 kWh
278 miles
$45,300
2026 Toyota bZ prices and range by trim (*excluding $1,450 DPH fee)
It’s not just the US that Toyota’s EV sales crashed last month, either. In its home market of Japan, Toyota (including Lexus) sold just 18 EVs in September.
The Japanese auto giant is betting on new models to drive growth. However, it remains committed to offering all powertrain options, including battery electric vehicles (BEVs), hybrids, plug-in hybrid electric vehicles (PHEVs), and fuel cell electric vehicles (FCEVs).
Can Toyota’s new generation of electric vehicles spark a comeback? Let us know your thoughts in the comments.
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Tesla has confirmed that the new Model Y Performance supports bidirectional charging for both vehicle-to-home (V2H) and vehicle-to-load (V2L) applications.
For now, it only works with Tesla’s outlet adapter dongle.
We have known that Tesla’s onboard charger has had some bidirectional charging capacity for a while now.
However, Tesla doesn’t officially support the capacity in any vehicle other than the Cybertruck… until now.
With the release of the new Model Y Performance in the US yesterday, Tesla has started reaching out to customers who ordered and confirmed that the vehicle supports bidirectional charging:
Vehicle-to-Load (V2L):
Powers external devices (e.g., tools, camping gear, appliances) via the charge port using a compatible V2L adapter (e.g., Tesla’s discharger or third-party like Tlyard, ~$200–$400).
Provides up to 11.5 kW of export power (120V/240V outlets, ~3–5 kW continuous) from the 82 kWh battery.
Enabled via OTA software update (version 2025.20 or later, expected Q4 2025).
Vehicle-to-Home (V2H):
Supplies power to a home for backup or grid offset, requiring a Tesla Powerwall 3 or compatible bidirectional inverter and V2H adapter (~$1,000–$2,500 for hardware/installation).
Tesla also said on X today:
New Model Y Performance offers Vehicle to Load (120V 20A AC) with Tesla Outlet Adapter
Based on the communications with customers and this message on X, it appears that the feature only works with adapters for now, such as the Tesla Powershare outlet adapter:
But more capacity will be enabled through software updates later this quarter.
Electrek’s Take
Tesla confirmed the feature for the Model Y Performance, but the vehicle clearly uses the same onboard charger as in other refreshed Model Y.
Furthermore, we know that the onboard chargers in previous Tesla vehicles for the last few years are capable of bidirectional charging. Tesla is simply not making it available.
Now, it is confirming it on the new Performance version to try to sell the more expensive variant, but I would assume that it will eventually be enabled on other vehicles.
There’s no reason not to, and Tesla would only achieve feature parity with most new EVs hitting the market for years now.
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