EVs in 2025: A turbulent year that could shape 2026
2025 was a roller‑coaster year for electric vehicles. On one hand, the market looked more mature with new, competitive models like the Lucid Gravity and a refreshed, affordable Nissan Leaf. On the other hand, political polarization, policy changes and corporate turbulence created abrupt swings in sales and strategy.
Key takeaways from the year:
- Politics & policy: The expiration of a $7,500 federal EV tax credit triggered a pre‑deadline buying spike, followed by a steep drop in sales afterwards.
- Tesla volatility: Executive controversies and stock swings hurt Tesla’s deliveries and market share, even as leadership pursued diversification and ambitious pay packages.
- Production shifts: Several automakers (Honda, Ram, Scout) scaled back pure‑EV launches in favor of hybrids or extended‑range options amid softer demand in the US.
- Reasons for optimism: Affordable new models (2026 Nissan Leaf, refreshed Chevy Bolt) and accessible Rivian R2 pricing may help revive mainstream interest. European markets like Germany are also showing renewed EV growth.
Industry impact: automakers are rethinking product roadmaps and regional strategies. Some manufacturers are delaying or canceling U.S. EV launches while doubling down on hybrids, while others press ahead with competitively priced EVs to capture mass buyers.
Consumer impact: the policy landscape and political messaging have become material factors in purchase decisions. Incentives, availability and the public debate around EVs all influence whether buyers choose electric, hybrid or internal‑combustion models.
For more context and analysis, see the original report: Engadget — A shaky year for American EVs.
Discussion: Do you expect EV sales to rebound in 2026 as more affordable models arrive, or will political and policy headwinds keep growth muted? What would convince you to buy an EV next year?