Toyota’s shift to an all-electric version of its popular Highlander SUV faces potential setbacks after production delays, raising concerns among dealers about inventory shortages. The automaker’s CEO recently engaged with Chinese officials, signaling ongoing discussions amid broader industry challenges in transitioning to electric vehicles. While the electric transition was initially set for a specific timeframe, the uncertainty now hangs over whether dealers will have stock available as expected. Industry observers are watching closely to see how these hurdles could impact Toyota’s electrification strategy and dealer partnerships.


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 ...