Read the marketwatch link. Even as of today, Panasonic can sell the batteries to whoever it wants. The enclosure and thermal management system are Tesla's, the battery chemistry is Panasonic's.Do you have any info for the IZOA/C-HR? I've been looking for it but I haven't found anything...
That's also the problem, 3 years from now should be a 2022 lauch as MY2023, is Toyota reckoning it's going to pay EU fines regarding Lexus fleet emissions? And I'm not seeing how they will ramp up sales for BEV's and FCEV's to amount to 10% of total sales in 2025 (as they have stated 1 million by 2025), with only 2 years of proper sales...
I think Tesla's chemistry is outside this JV.... I think I read something in this regard...
But 300 miles is 480km, you're being a bit more ambitious than me, but would be amazing since (at least here in Portugal) our charging network is starting to pick up.... With only 50kW "fast chargers" but we're getting a nice coverage in the next 2/3 years.
I'm not being ambitious (I just have time to wait the BEV evolution out), my wife drives 200 km round trip once a week so I have to factor that in when shopping for a BEV. As of now, only the Bolt, Leaf and Tesla M3 can probably cover that during the colder winter months but I'd hazard to guess that my wife will not want to find a charging station to and from work and so I'm left with the LR AWD TM3. Men are more practical (I have been refueling all three vehicles because of a 10% discount, neither my wife or daughter care about) usually and there's only one of that gender/sex my household lol
Bolt has no AWD, no ACC, no heated steering wheel, some say seats are not too comfortable
Leaf has no AWD and no TMS so that's dead in the water
TM3 well you know, reliability hasn't been proven. Even the earlier S'es are just coming off their eight-year battery and drive unit warranties.
If Toyota does come up with a Lexus AWD BEV that either has 1) 350 mile range (matter of when and not how because of SSB's) or 2) electric torque vectoring, I'd be happy to forego one requirement for the other. Heck, even the Lexus UX appointments for the base model already ticks majority of my requirement except I want a BEV since we already have a 16 RAV4H.
Worst case is wait five or six years and pick up a Taycan for a song lol. That will not meet the range requirement but it will meet the YOLO requirement as well as torque vectoring haha.
Matt Farah test drove the GSF and with the torque vectoring differential, he commented that it felt like driving an oversized Miata. Torque Vectoring is really the key to making these 4,000 lbs. beasts feel nimble and agile.