Finally had the opportunity to listen.
The way those concept look, we do see some design clues from the concept on the BZ4X:
-> Concept:
-> BZ4X:
The main idea is there, but it's considerably different, it may be a similar situation.
For 2030-2035, I would bet it's only the GX/LX, even the new 2022 LX has a pre EURO-VI emissions certification:
Source:
https://newsroom.lexus.eu/download/1111105/lx-presskit-final.pdf
From a sales perpective, Toyota did something similar in Europe, they wen't non-diesel on passanger cars much sooner than anyone else and somehow they improved sales, still are improving market share ever since.
Lexus had the IS220D and the IS200, but sales only rose considerable since the IS300h/NX300h.
For me, the biggest issue is battery capacity…. TMC is currently constrained by how many battery packs they can do… The amount of new production lines needed for TMC to manufacture this many xEV’s is going to be huge.