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10,000 Toyota drivers sign petition urging company to commit to EVs: ‘Put our future before your profits’
Over 10,000 Toyota drivers have signed a petition with over 110,000 signatures urging the Japanese car maker to embrace electrification efforts and stop “lobbying to prevent electric vehicle mandates and clean air laws.”
10,500 of the 110,000 signatures come from current Toyota customers who are displeased with the company’s lack of commitment to developing sustainable powertrains. Toyota, which pushed against mandates for zero-emissions guidelines by 2035 in the past, committed to a 100 CO2 reduction in Europe by 2035. However, InfluenceMap analysts have stated Toyota is working harder than any other automotive company to stagnate progress on electric vehicles. It plans for only 14 percent of its total production to be electrified by the end of the decade. Toyota would miss its commitments to the Paris Agreement.
In November, InfluenceMap listed Toyota as the third-most negative and influential company against climate policies, following only ExxonMobil and Chevron. A month later, Toyota announced its plans to transition a minimum of 50 percent of its vehicles in Western Europe to zero-emissions by 2030:
“Moving beyond 2030, we expect to see further ZEV demand acceleration, and Toyota will be ready to achieve 100% CO2 reduction in all new vehicles by 2035 in Western Europe, assuming that sufficient electric charging and hydrogen refueling infrastructures are in place by then, together with the renewable energy capacity increases that will be required.” – Matt Harrison, President & CEO Toyota Motor Europe.
It is not up for much debate whether Toyota was committed to EVs a year ago because their plans simply did not include a dedicated lineup of sustainable vehicles. Instead, Toyota focused on hydrogen fuel cell powertrains.
Despite Toyota making changes to its EV plans and even unveiling the new bZ4X in mid-April, owners are still not wholly convinced of the company’s commitments and are urging the automaker to take a more serious tone when it comes to electrified options.
Toyota officially launches the bZ4X, its first full EV in nearly a decade
On a petition titled “Toyota is Fueling the Climate Crisis,” 110,044 people have signed as a recognition of their discontent with the company’s EV commitments. InfluenceMap’s latest review still has Toyota as the top carmaker lobbying against ambitious climate and clean air laws.
“Laggard automakers, such as Toyota (D) and Nissan (D+), which are forecast to have the lowest percentage of zero-emissions fleet-wide vehicle production in 2029 (14% and 22% respectively), also have the most negative climate policy engagement,” the report said.
Amongst the signees, comments regarding the company’s relatively lackluster plans have catalyzed a number of owners to consider axing the company altogether if it doesn’t make a more solidified commitment to sustainability. “We own a Prius and a Corolla and are loyal Toyota customers, however, we are disappointed and upset that Toyota is not supporting a zero-emissions target in the EU,” one person who signed the petition said. “Please put our future before your profits and support the EU emissions goals. Otherwise, many loyal customers like us will stop buying Toyotas and move to other brands that are more environmentally responsible.”
“I drive a Prius, and I am telling you to stop lobbying against extending our use of fossil fuels…You must realize you are ruining the future of our children. I will sell your car if you persist in this idiocy,” another comment said.
Toyota continues to put out EV production projections, which are lofty and, as the world’s largest car manufacturer, seem to be considerable. However, Toyota still maintains the fastest way to reduce CO2 emissions is through hybrid vehicles and not rapid electrification. Toyota has massive plans to expand to around 70 electrified models by 2025, but only 15 of these will be fully electric.
Seven of the fifteen will feature the bZ brand moniker. “his diverse portfolio of electrified products will help propel Toyota toward its goal of carbon neutrality by 2050,” the company said in April. “Globally, Toyota has put more than 20 million electrified models on the road – with a CO2 emissions reduction effect equivalent to the CO2 emissions reduction of over 5.5 million BEVs. Over the next nine years, Toyota will invest $70+ billion in electrified vehicles as a whole with the target to launch 3.5 million BEVs globally in 2030.”
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Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
