Mazda leans on China EV exports as platform plans stall

Mazda is going to delay production of its first global electric vehicle (EV) based on a custom platform until 2029, pushing back both production and sales that were previously slated to begin in 2027. In the meantime, the automaker is shifting strategy to emphasise electric models made in China through its joint venture with state-owned Changan.

Mazda plans to increasingly lean on its China JV for exports, with the Mazda 6e sedan launching in Europe in September and the CX-6e SUV planned for a summer rollout. The automaker also intends to introduce the 6e in Thailand and Australia, while the CX-6e targets Australia and New Zealand markets. Despite the Mazda badge, both models are based on Changan platforms. 

The JV keeps prices down by using locally produced LFP batteries which cost less than alternative chemistries. Although the EU imposed additional tariffs on China-made EVs—which Mazda’s offering very much will be—the automaker still believes this approach to be the most cost-effective for the short to medium term. 

However, the strategy will face steep—likely insurmountable—challenges in the US which imposes duties of 100% and higher on Chinese-made EVs. Mazda has not announced any US market plans for these models. No plans have been announced for Canada either, but the recent announcement that tariffs would be partially relaxed there could give the automaker a potential opening. 

Aided by the Mazda 6e, the automaker’s European sales rose year-on-year in November for the first time in eight months. More models priced at the relatively affordable level of approximately €30,000 (US$35,000) drove double-digit growth for 11 straight months through November.