Tag Archives: MAZDA BEVs

Mazda Japanese BEVs to Adopt North American Charging Standard

Posted on 9 May 2025 by Ken Zino

Mazda Motor Corporation (MMC 7261.T)* today announced that a deal was reached with embattled Tesla (NASDAQ: TSLA) to adopt the North American Charging Standard (NACS) for charging ports on the company’s battery electric vehicles (BEV) launched in Japan from 2027 onward. Earlier this year, Mazda said that it will build a new module pack plant for automotive cylindrical lithium-ion battery cells in Iwakuni City, Yamaguchi Prefecture, Japan. The new plant will produce modules and packs of automotive cylindrical lithium-ion battery cells procured from Panasonic Energy Co. The completed battery packs will be installed in Mazda’s first battery EV that uses a dedicated EV platform and will be manufactured at Mazda’s Hiroshima plant. The annual production capacity is planned to be 10 GWh. This could see a U.S. export version, but there’s the ever-changing Trump trade barriers in play. The former Auto Alliance joint venture in Michigan is now a Ford Mustang plant and given Mazda’s strained relations with Ford, as well as Ford’s own struggles with Trump tariffs, it’s a highly unlikely source of Mazda BEVs in AutoInformed’s view.

Tesla itself presents another problem for U.S. sales, AutoInformed opines. Tesla said in late April that 2025 profits during Q1 plunged from $1.39 billion to $409 million. This was a drastic drop from analyst guess-timates as Elon Musk’s DOGE chainsaw kicked back on the company and slashed revenue from $21.3 billion to $19.3 billion. Amidst the carnage of lower customer deliveries, lower margins and lower profits, Elon Musk also claimed that he was leaving DOGE behind as his major work there was finished. Musk will only be spending a day or so weekly on the unpopular Trump DOGE executive order. However, the Tesla brand is unquestionably damaged. Tesla links could be highly toxic, the automotive brand equivalent of an EPA superfund cleanup site. Continue reading →

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Mazda and Panasonic Link on Cylindrical Lithium-Ion Batteries

Posted on 6 September 2024 by Ken Zino

Panasonic Energy Company and Mazda Motor Corporation today announced that they will prepare for the supply of next-generation cylindrical automotive lithium-ion batteries, in anticipation of their installation in Mazda’s battery electric vehicles with scheduled production from 2027 onward. In a release they said this follows their formerly concluded agreement and reflects their aim of establishing a medium- to long-term partnership.

Japan’s Ministry of Economy, Trade and Industry also approved today their joint project for the expansion of battery production and technology development as part of its plan for establishing a stable supply of batteries. The Japanese government has positioned storage batteries as a strategic asset for achieving carbon neutrality by 2050, and is working to expand the domestic battery supply chains and improve industrial competitiveness. Continue reading →

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