In a surprise development, BMW is rumored to have shelved plans to build the new MINI Cooper Electric (or Aceman) in the UK. Despite earlier plans, the decision not to electrify the Oxford Plant in the near term means both models are permanently off the table for the US market and likely won’t have replacements globally. No construction, no tooling, and no movement behind the scenes – all signs that this call was made some time ago.

Sources tipped us off last month (which we eluded to), but only recently were we able to lock down the details.

MINI’s Chinese Joint Venture Likely Set to be Dismantled

Sources indicate that BMW is eager to end the Spotlight Automotive joint venture when the J01 and J05 models run their course around 2031. This not only affects those models but could even point to a change in MINI’s direction. With global tariffs surging and the EV landscape shifting under everyone’s feet, BMW appears to be second-guessing the entire plan of Chinese production and perhaps even the MINI brand’s long-term product strategy.

What This Means for North America

This appears to end any chance of the J01 MINI Cooper EV or J05 MINI Aceman making it to most of the Americas including the US market. With 100% tariffs looming over Chinese-made EVs, the math just doesn’t work for dealers or customers. But it’s what this decision means for MINI that could be much more important.

The Bigger Picture for MINI

This leaves a rather large question mark hanging over MINI’s core lineup. The Countryman has a lifeline thanks to its shared platform with BMW crossovers, but the Cooper and Aceman? They’re out there on their own, without direct BMW equivalents to piggyback on.

The reality is that small cars are becoming an endangered species. EV mandates, thin profit margins, and the allure of fat crossover profits are pushing automakers to walk away from small cars altogether. MINI’s bread and butter Cooper might be stylish, compact, and fun – but in this climate, they don’t appear to be highly profitable in EV form.

What is clear is that MINI (and BMW) is in position of power compared to other automakers given their global production capability. We’ll have more what this could mean soon.

How MINI Ended Up Here

Since 2019, MINI has proudly proclaimed its intention to go fully electric by 2030. In fact, the original plan was to discontinue ICE versions of the Cooper entirely once the J01 launched. Thankfully, MINI quickly abandoned that concept, as the world has become a much more complicated place, with isolationist policies driving tariffs globally. To adapt without spending billions, MINI heavily revised the F56 (based on the UKL architecture) and integrated the new design language that debuted with the J01.

MIN’s “Power of Choice” strategy has its challenges however. For one, the current Cooper ICE models are built on an 11-year-old architecture. While still good, it lacks newer technologies and materials that could make the platform lighter, better packaged, and improve design issues—such as the long front overhang that has plagued MINI designers since the F56.

This raises the question: what’s next for the electric MINI Cooper and Aceman? We’ll have some educated speculation on this soon.