8 articles
The Iran war oil shock did what EV advocates always predicted: it made the world go electric. Europe's used EV enquiries jumped 28%. China's NEV share is headed to 58%. But US new EV sales fell 28% and BEV share dropped to 5.2%. America welded its own escape hatch shut.
Honda just scrapped $5.1 billion in Ohio EV infrastructure. Volvo pulled its $35,000 EX30. US BEV share has collapsed to 5.6%. The only affordable cars left burn $4 gasoline nobody can afford either.
Tesla killed the Model S and Model X. Used prices immediately climbed 10%. Meanwhile, 329,000 lease returns are about to flood the lot with Model 3s and Model Ys. Same brand, opposite price trajectories, same quarter. The used Tesla market is splitting in two.
The repeal of federal EV subsidies was supposed to kill the 'woke' electric car. Instead, it killed the competition. In Q4 2025, Tesla's market share surged to over 50%, proving that deregulation is the ultimate weapon for a mature monopoly.
BYD claimed victory in 2025 with record sales, but the December data reveals a dangerous 'inventory ooze' - a glut of unsold electric vehicles that could trigger a global price crash in 2026.
Tesla's engineering is years ahead, but its leadership is under siege. We analyze the EU conflicts, the plunging brand consideration scores, and whether Elon Musk has become the company's biggest liability.
BYD secured 15.4% of the global battery-electric vehicle market in Q3 2025, narrowly edging out Tesla's 13.4% as total NEV sales surged 31% year-over-year to 5.39 million units.
Rivian cut its production guidance and earnings expectations for 2025, citing a challenging market after the elimination of federal EV incentives.