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Toyota exec: US’ 50% EV goal for 2030 a long shot due to lack of consumer demand

Credit: Toyota

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Jack Hollis, Toyota Motor North America’s executive vice president of sales, recently shared some of his thoughts about the United States’ efforts to push the adoption of electric vehicles. The executive’s stance is quite simple: the US’ 50% electric vehicle goal for 2030 is a long shot due to a lack of consumer demand. 

Last year, the Biden administration announced a rather ambitious target. If the Biden administration’s goals are met, then 50% of the US’ new vehicle sales will be battery-electric by 2030. Numerous carmakers have responded appropriately to the targets, with some also noting that they could hit 40% to 50% BEV sales by the end of the decade. 

Hollis, however, does not believe that these goals are realistic. In a recent webinar, the Toyota exec noted that the mass adoption of all-electric cars would likely not develop as fast as EV advocates suggest. This, according to Hollis, is because consumer demand is just not sufficient. BEVs also cost too much, and the infrastructure is not yet there. 

“I don’t think the market is ready. I don’t think the infrastructure is ready. And even if you were ready to purchase one, and if you could afford it … they’re still too high,” Hollis said. 

As noted in a Forbes report, battery electric vehicles commanded 5.2% of the new vehicle market in the United States in the first half of the year, a notable rise from last year’s 2.5%. About 66.1% of BEV sales in the United States were from Texas-based electric car maker Tesla. 

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Hollis does not buy the hype around the rising popularity of EVs and their growing market share. According to the executive, Toyota introduced hybrids over 20 years ago, but even with popular cars like the Prius, the market share of hybrids in the United States is still less than 10%. 

And hybrids, Hollis noted, are now familiar to customers. They’re also affordable, and they do not cause range anxiety. Hybrids also do not rely as heavily on raw battery materials like lithium, some of which come from foreign countries with complicated foreign relations. “It took 25 years to get to less than 10% (market share) for hybrids — which is affordable, which is done with resources that are available,” Hollis said. 

“The consumer isn’t demanding it at that level. The consumer is not screaming, ‘30% or 40% by tomorrow.’ And when you start pushing consumers into things they’re not ready for, some other consequence will occur,” Hollis said. 

It should be noted that despite Hollis’ rhetoric, Toyota is jumping on the BEV trend, though its bZ4x crossover has been beset by problems. The vehicle has been recalled because its wheels may fall off, and recent communication to owners revealed that Toyota had given bZ4x customers the option to have their vehicles repurchased

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla China sees 2nd-best month ever by selling 97,171 vehicles wholesale in December

The results mark Tesla China’s second-highest monthly result on record, trailing only November 2022’s 100,291 units.

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Credit: Grok Imagine

Tesla posted a sharp year-end rebound in China last month, with December’s wholesale figures climbing to their second-highest level to date.

The surge capped a late-year recovery for the electric vehicle maker, even as full-year wholesale figures still finished lower year over year. Still, the data highlights how Tesla China’s offerings still resonate with customers in the world’s most competitive electric vehicle market. 

Tesla China’s December surge

Tesla China sold 97,171 vehicles wholesale in December, as per data from the China Passenger Car Association (CPCA). The results mark Tesla China’s second-highest monthly result on record, trailing only November 2022’s 100,291 units, based on data compiled by CNEVPost. The details of Tesla China’s December results, such as its domestic sales and exports, are yet to be released. 

December’s wholesale results represent a 3.63% increase from the same month last year and a 12.08% jump from November’s 86,700 units. It also marked the second consecutive month of year-over-year growth, signaling renewed momentum in China. 

Tesla’s late-year momentum is believed to be partly driven by Tesla pulling deliveries forward to allow buyers to take advantage of more favorable purchase tax policies before the calendar year ended. That strategy helped boost monthly performance even as competition in China’s EV market remained intense.

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Tesla China’s FY 2025 volumes

Despite the strong December finish, Tesla China’s wholesale sales declined on an annual basis. The electric vehicle maker’s total wholesale figures for 2025 reached 851,732 units, down 7.08% year over year. This could have been due to a variety of factors, from intense competition in the domestic Chinese market to Giga Shanghai’s changeover to the new Model Y in the early part of the year. 

Tesla Gigafactory Shanghai continues to play a central role in its global operations, producing the Model 3 sedan and Model Y crossover for both Chinese customers and export markets. The efficiency of Gigafactory Shanghai has allowed it to become Tesla’s largest factory by volume, as well as the company’s primary vehicle export hub. 

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Cybertruck

Tesla Cybertruck undergoes interior mod that many owners wanted

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tesla cybertruck diy bench seat
Credit: @blueskykites | X

Tesla Cybertruck is significantly different from traditional pickups on the market in a lot of ways. However, one feature that was recently modified with its interior was a highly requested characteristic that is present in other trucks, but was void from Cybertruck.

Tesla went with a five-seat configuration with Cybertruck: two in the front and three in the back. The spacious interior is matched with plenty of storage, especially up front, as a pass-through, center console, and other storage options, but some Tesla fans wanted something different: bench seating.

Bench seating is popular in many full-size pickups and allows three passengers to sit up front. The middle seat is usually accompanied by a fold-down storage unit with cupholders.

Tesla decided to opt for no bench seating up front, despite the fact that it equipped bench seating in the unveiling in 2019. Interior photos from the unveiling event from nearly six-and-a-half years ago show Tesla had originally planned to have a six-seat configuration.

This was adjusted after the company refined the design:

tesla cybertruck initial interior

(Tesla Cybertruck interior configuration in 2019)

Despite Tesla abandoning this design, it does not mean owners were willing to accept it. One owner decided to modify their Tesla Cybertruck interior to equip that third seat between the driver’s and passenger’s thrones.

The fit is snug, and while it looks great, it is important to remember that this does not abide byregulations, as it would require an airbag to be technically legal. Please do not do this at home with your own Cybertruck:

The Cybertruck is a popular vehicle in terms of publicity, but its sales have been underwhelming since first delivered to customers back in 2023. It’s hard to believe it’s been out for two-and-a-half years, but despite this, Tesla has not been able to come through on its extensive order sheet.

This is mostly due to price, as Cybertruck was simply not as affordable as Tesla originally planned. Its three configurations were initially priced at $39,990, $49,990, and $69,990. At release, Cybertruck was priced above $100,000.

This priced out many of those who had placed orders, which is the main reason Cybertruck has not lived up to its expectations in terms of sales. The adjustments to the specific features, like the removal of the bench seat, likely did not impact sales as much as pricing did.

This modification shows some creativity by Tesla owners, but also shows that the Cybertruck could always be the subject of a potential refresh to include some of these features. Tesla routinely adjusts its vehicle designs every few years, so maybe the Cybertruck could get something like this if it chooses to refresh its all-electric pickup.

 

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Elon Musk

Tesla CEO Elon Musk drops massive bomb about Cybercab

“And there is so much to this car that is not obvious on the surface,” Musk said.

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Credit: Tesla

Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.

The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.

The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.

Tesla shares epic 2025 recap video, confirms start of Cybercab production

Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.

It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.

Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”

As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.

Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.

It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.

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