Toyota Motor North America reported a strong 2025 with 8% sales growth, driven by a nearly 18% increase in electrified vehicle sales, which now make up 47% of total sales. Lexus achieved its best-ever full-year sales, and Toyota launched its first U.S. battery plant, investing heavily in manufacturing and electrification efforts.
Nissan plans to electrify 16 out of 30 vehicles by 2026, with a focus on e-POWER and plug-in hybrid models for the US market. The company aims for 60% of its vehicles to be electrified by 2030 and has increased the total number of electrified vehicles to 34 by that year. Nissan is adjusting its battery plans, moving away from "all-solid-state" batteries and instead focusing on enhanced NCM li-ion, LFP, and all-solid-state batteries for its future vehicles.
Stellantis CEO Carlos Tavares stated that the company will not sell electrified vehicles at a loss like other automakers, emphasizing the importance of making money to ensure sustainability. Despite slower-than-expected EV adoption, Stellantis remains committed to investing 50 billion euros in electrified vehicles and related technologies through 2030. The company plans to launch eight new vehicles, including all-electric models, on its STLA Large platform, which will support various propulsion systems and be available in the North American market starting with the Dodge and Jeep brands.