41–50 of 192 posts
does anyone have a data-backed reason as to why US market share has capped out around 10%? is it economics + lack of access to chinese EVs? range anxiety?
The US auto industry under its pro-oil policy incentives is in for a disastrous long-term outlook in exchange for short-term prosperity. At best, it’ll be a situation where the US market is segregated from the rest of the world: US auto consumers will be buying inferior vehicles from the rest of world that are more expensive to buy and own, since they will only be viable in the US market and will only be built in the…
does anyone have a data-backed reason as to why US market share has capped out around 10%? is it economics + lack of access to chinese EVs? range anxiety?
I wish the article was written in a better way. It throws put many percentages in different contexts. 50-26-37-41- … Not saying any particular number is wrong, just wishing it was a clearer way of writing.
I looked at other posts by this author and they're all sales by month charts, which are totally devoid of context as they lack historic trend data. So you have to read words to find that out, and its a slog.
I have firsthand experience starting a news company and dealing with this...
Nearly 50% of vehicles sold in Australia in the last quarter were EVs or plug-in hybrids: https://www.abc.net.au/news/2026-08-02/electric-vehicle-ev-s...
The US auto industry under its pro-oil policy incentives is in for a disastrous long-term outlook in exchange for short-term prosperity. At best, it’ll be a situation where the US market is segregated from the rest of the world: US auto consumers will be buying inferior vehicles from the rest of world that are more expensive to buy and own, since they will only be viable in the US market and will only be built in the…
Protectionism makes industries weak and uncompetitive, ultimately hurting the economy of the nation doing the protectionism. The proper strategy to become competitive is to provide a small amount of protectionism so that the industry does not die, but to ruthlessly cull underperforming companies so that only the strongest survive. The continual bailouts of companies, keeping old and incompetent executives at the helm, has destroyed the US car industry.
Capitalism requires killing the underperforming companies. Until we let that happen, or at a minimum cull leadership and boards, nothing will get better. The rot is at the top.
Earlier quoted context omitted.
Best charging experience and best software experience. Note: I do not want this to be true. Other companies please copy what Tesla has done with both of these. You’ve had years to do this and failed.
The best charging experience would be any of 10 BYD models with flash charging. 10% to 70%: 5 minutes https://en.wikipedia.org/wiki/BYD_Flash_Charging
does anyone have a data-backed reason as to why US market share has capped out around 10%? is it economics + lack of access to chinese EVs? range anxiety?
If gas were 2 to 4 times as expensive, as it is in much of Europe, there would be a lot more demand for electric cars.
It doesn't help that we exclude all of the new BEVs from China, which are considerably less expensive.
The US auto industry under its pro-oil policy incentives is in for a disastrous long-term outlook in exchange for short-term prosperity. At best, it’ll be a situation where the US market is segregated from the rest of the world: US auto consumers will be buying inferior vehicles from the rest of world that are more expensive to buy and own, since they will only be viable in the US market and will only be built in the…
It is remarkable that a US company had an enormous lead in BEVs for a decade. Then they just kinda stopped innovating, and slid backwards.
It already charges in 20-30 min at Tesla chargers and has a practical range of around 600 kms, so super fast charging is a bit of a straw man.
Their big downfall is they lack an advertising department willing to spend $1B on pro-electric propaganda to debunk all the Trump/big oil propaganda. IMO EVs have addressed all the main product concerns, and the last ones are buyer stupidity.
The US auto industry under its pro-oil policy incentives is in for a disastrous long-term outlook in exchange for short-term prosperity. At best, it’ll be a situation where the US market is segregated from the rest of the world: US auto consumers will be buying inferior vehicles from the rest of world that are more expensive to buy and own, since they will only be viable in the US market and will only be built in the…
That's where we are now. Here's BYD's main model lineup.[1] Ford's CEO brought a few into the US, paying the insane tariffs, and has his executives driving them to see what the rest of the world is doing.