I do not think this is a complete list but it’s a good start. The car companies need to learn that subsidies may not last past a new administration
As demand for EVs cools in the United States, several electric models have been killed off after just a brief time in the spotlight.
It’s not all doom and gloom for USA EVs it seems:
More electric vehicle, bad news
https://www.businessinsider.com/ev-shakeout-us-market-tesla-toyota-2026-4
EV bloodbath: US sales plunge as Tesla tightens its grip
US EV sales are plummeting, with a 27% drop in Q1 2026, per Cox Automotive.
Model Y sales jumped 23%, helping Tesla maintain a 54% US market share.
Toyota’s US EV sales increased, while Ford and VW faced steep declines.
It’s a bloodbath
Seems like EVs are a good deal now; everyone is so negative, and some of them are so heavily depreciated that they are a bargain. This thread is kind of hilarious because many EV companies other than Tesla are looking at bankruptcy.
It’s still a tiny portion of new car sales. All these variations only affect 6% of all car sales. EV sales dropped 2% in 2025 vs. 2024 despite the gravy train ending incentives. Partially I think it’s because they’re not a compelling enough bargain at this point. Partially because logistics of ownership are still a pain for many people. If you don’t have a garage or can’t park your car in it because garage is full of junk, not being able to charge at home is a deal breaker. Even if you do, neighbor down the street found out his home cannot support charging his new EV LOL. Had to redo is whole electric panel to deliver enough Amps, install new wiring to his garage on top of installing charging port in the garage.
Plus people claiming gas prices will push people to EVs may not have looked at their electric utility rates. Many areas of the country have seen electric prices skyrocket in the last 2 years due to AI data center consumption. That’s looks to me like a significant headwind for EV sales too.
But for sure none of this is good news to small EV manufacturers.
Gas prices will push people to EVs, electricity prices will push homeowners to solar panels.
That should be the process (besides the fact that there may be better options developed in the interim). Problem, and cause of the resistance, is the artificial push to accelerate that timetable. That just causes resentment and prompts people to dig in, it’s ultimately counter-productive.
People claim we need new energy before we run out of oil. The fact remains is that we will never, ever pump the last barrel of oil out of the earth. It will simply be too expensive relative to other energy options. The correct move is to just let it be. Just like the transition from horses to automobiles, things will change when it’s time for them to change.
Solar panels are not a solution for charging electric vehicles for most people, Solar panels only provide power during sunny days but most people need to drive the car during the day.
Some of those people will also need battery storage. Some of them will charge at their employer’s parking garage charging stations.
It’s not for everyone, but it doesn’t have to be everyone. Reducing demand on oil reduces prices for everyone else.
I don’t know what reducing demand for electricity will do, since that doesn’t seem to be happening, and because a lot of it is kind-of static (i.e. nuclear produces constant output, and fossil-fired plants have to operate continuously also, though I think their output can fluctuate, I don’t know how that affects their operating costs)
And that is what all the virtue signaling ignores. EVs arent better, they’re different. And very dependant on individual circumstances.
I’m not sure about EVs not being better. Everyone I know with a Tesla swears by it, nobody gives them up. But yes, the economics aren’t for everyone.
I regret not getting solar panels before the credits expired.
There are a lot of choice-supportive psychological biases involved when asking people about their large purchases: confirmation bias that their research before buying the car panned out; effort justification bias if the purchase required a significant effort or wait or delayed gratification; sunk cost fallacy for time and money invested in it; endowment effect (people value more things they own rather than the things they could own with the money they spent); and bangwagon effect when seeing others buy the same product as personal validation. For EVs, one could also make the case for anchoring bias since people are accustomed to the higher price point of EVs and anchor their value decision within that context.
Bottom line, for an honest recommendation for a car, ask someone who is still shopping for their next car, not someone who just purchased one. At least from my empirical experience, that seems to track pretty well since I’ve never met someone who openly regretted their car purchase (outside of one person who got an absolute abject lemon).
I considered it and you’re probably right. But I also know a few couples who replaced their 2nd car with a 2nd Tesla. I’d think this would negate any bias, since it would not be the primary owner’s decision and could only be influenced by how much the other spouse liked the first Tesla. It’s one thing to tell your friends how much you love it, it’s another to buy a 2nd car if you don’t actually love it.
In one case the couple is crazy frugal (they drive at optimal speed to conserve battery), so I know they’ve done the math (and they can charge at work, I think for free, which helps).
Doesnt that just mean they have a use case that the EV can fill well?
For every Tesla owner that swears by it, there’s a non-owner that rips the entire concept apart. There’s a confirmation bias in both directions, but it’s also the fact owners did their research before buying and wouldnt have bought the Tesla if it didnt match their priorities and expected usage. Most of the time dissatisfaction isnt because the car doesnt do what it is supposed to do, it’s that the car is not supposed to do what you need/want it to do.
VW Is Killing US ID 4 Production to Focus on the Big, Gas-Powered Atlas Instead
VW says it’s shifting U.S. production to the gas Atlas to “focus” on “higher‑volume models that support sustained growth in North America.”
Volkswagen has decided to stop building its ID 4 electric SUV at its Chattanooga, Tennessee plant and divert resources to the new Atlas, the automaker announced Thursday.
Volkswagen’s justification for this move is to “shift [the Chattanooga plant’s] primary focus to higher‑volume models that support sustained growth in North America,” per a news release. The Atlas is the brand’s second best-selling nameplate in the U.S., behind the smaller Tiguan.
The China EV bubble is popping
**
Post**
See new posts
Conversation
Ken Cao-The China Crash Chronicle
China’s Electric Vehicle Industry Is Imploding | BYD Caught in Massive Fraud Scheme.
In this video, I expose the shocking truth behind China’s new energy vehicle (NEV) industry collapse — and how BYD, once hailed as the “China Tesla,” is now caught in a web of fake sales, financial manipulation, and systemic fraud.
This is even worse than Evergrande.
(0:00) The Scam No One Saw Coming
(0:57) The “Zero-Kilometer Used Car” Mirage
(2:35) BYD’s Price Cuts & Stock Crash
(5:08) Industry-Wide Profit Collapse
(7:05) Supply Chain Suffocation & Dealer Death Spiral (8:15) BYD’s Export Dreams Are Dying
(9:02) Debt Bomb: BYD’s Financial Red Flags
(9:36) The Evergrande Blueprint Repeats
(10:21) The Real Victims: Consumers & Workers
(11:09) A Trust Crisis in “Made in China”
(12:00) Final Warning: The EV Crash Has Begun