[thinkling]

I believe access to battery supply is one of the bottlenecks in changing course. Globally, batteries are in high demand and forecast supply is spoken for. Others like VW have been investing to ensure sufficient supply for their EV production. So my guess is that Toyota is unable to change direction quickly enough to meet proposed deadlines for full electrification.

It seems to me that there's a medium-term role for (plug-in) hybrids and that Toyota could serve that niche well if the legal structure allowed them to get "partial EV" credit for those cars.

[danhor]

The issue with hybrids is that they're often used as a regular non-EV car, resulting in very little reduction of emissions. Combined with more energy-intensive production, this makes them pretty useless when looking at their environmental impact (especially when considering long ranges, people aren't going to charge every ~40km).

[thinkling]

The upside, though, is that having a plug-in hybrid with reasonable range allows us to make do with one car, whereas if we had a BEV we would likely also buy a gas car for long drives because charging on long drives makes the trip a lot longer or even non-feasible where charging is sparse.

We have a GM Volt. 50% of our annual mileage, including all in-town mileage, is electric. That's a 50% reduction in gas use, production of the second car eliminated, and 40+mpg when we do use gas.