Toyota’s shift to an all-electric Highlander SUV faces potential setbacks after production delays threaten to leave dealerships without stock, despite the automaker’s plans to phase out gas-powered models. The company’s CEO recently engaged with Chinese officials, signaling ongoing discussions amid broader industry challenges in scaling electric vehicle manufacturing. Industry analysts warn that supply chain disruptions and shifting consumer demand could further complicate Toyota’s transition timeline. With automakers racing to meet emissions targets, the situation highlights the hurdles in balancing innovation with operational realities.


CEO Jim Farley met with Chinese government officials in early September. Toyota planned a clean swap from gas to electric Highlander, but production delays may leave dealers without inventory for at ...