Automaker to delay launch of in-house model as EV adoption slows in US, Europe
asia.nikkei.com
Mazda elevates China-made EVs in global strategy rethink
Automaker to delay launch of in-house model as EV adoption slows in US, Europe
January 23, 2026 03:54 JST
HIROSHIMA, Japan -- Mazda Motor is changing its global electric vehicle strategy to put a greater emphasis on models made in China as the U.S. and Europe reduce policies meant to quicken the EV transition.
Mazda will delay the start of Japanese production of its first global EV based on a custom platform until 2029, pushing back its sales date. Both production and sales had been slated to begin next year.
In the U.S. and Europe, Mazda's key markets, governments are reconsidering EV policies, giving the Japanese automaker more time to roll out its own electric cars.
The Trump administration has eliminated tax credits for EV purchases and significantly relaxed fuel economy regulations for gasoline vehicles. The European Union has moved to withdraw a de facto ban on the sale of internal-combustion engine vehicles that was supposed to start in 2035.
EVs will account for 35% of new auto sales in the U.S. in 2035, according to estimates by British research firm GlobalData released late last year, down 14 percentage points from the 2024 forecast. In 31 major European economies, the forecast fell 18 points to 80%.
The Japanese automaker had planned to use both EVs developed in-house and models produced with Chinese partner Changan Automobile to meet demand in different markets. Mazda left room for adjustment, stating that the timing of its own EV launches would "respond flexibly in line with market changes."
The company will expand exports of EVs produced by Changan Mazda, a joint venture with Changan, at its Nanjing plant in China.
The Mazda 6e, a partially redesigned sedan, went on sale in Europe in September. This summer, Mazda plans to roll out an SUV version in Europe under the name CX-6e. The Mazda 6e is also set to debut in Thailand and Australia, while the CX-6e is slated for release in Australia and New Zealand.
Despite policy changes, Europe is steadily shifting toward EVs. Sales in the EU's 31 major economies rose 27% on the year in January-November 2025, according to the European Automobile Manufacturers' Association. A strong EV lineup is becoming increasingly important to growing sales in Europe
With more models priced at the relatively affordable level of about 30,000 euros ($35,000), European EV sales saw double-digit growth for 11 straight months to November. EVs accounted for 19% of new car sales, up from 15% for all of 2024.
Europe is Mazda's second-largest market after the U.S. Aided by the Mazda 6e, the automaker's European sales rose on the year in November for the first time in eight months.
EV pricing is significantly influenced by battery costs. Changan Mazda keeps prices down by using locally produced lithium iron phosphate batteries, which are less costly. Although the EU has imposed additional tariffs on China-made EVs, such vehicles are still viewed as competitive on costs.
Unveiled at the Brussels Motor Show, the Mazda CX-6e is a 258 hp electric SUV with a 300-mile range. Ditching traditional buttons for a 26-inch mega-screen and gesture controls, it marks a bold, tech-heavy shift for the brand’s 2026 European expansion.
autos.yahoo.com
Mazda’s China-Built Electric SUV Is Headed to Europe