US stall is fine, It's happening in China as well. From my sources I have been told it's because people are getting ready for EREVs. And they would rather keep their older EVs until EREVs are readily available.The US automobile industry falls further behind.
The October YTD global EV sales accounted for about 17% of all vehicle sales.
All vehicle (not just BEV) sales in the US accounted for 18% of global sales.
In other words, EVs are as big a world market as the entire US light vehicle market. And EV sales are growing by double-digit percentages. US sales are not. The fastest-growing manufacturer doesn’t sell vehicles in the US.
US Automotive Industry:
In the first half of 2025, the total worldwide sales of all light vehicles (ICE, BEV, and everything in between) by US manufacturers (Ford, GM, and Tesla—the rest combined account for negligible sales on the global scale) was less than one third (28%) of the global EV sales (~3.6 million compared with ~12.8 million).
The US automobile manufacturers’ boards should be cleaning house of their C-suites and finding people who understand the future of global markets. Of course, those C-suites are fighting against a rapidly fluctuating set of random policies that make it quite difficult to compete domestically or globally, but this isn’t something that was unforeseeable; it’s been building for at least decade as US manufacturers refused to take BEVs seriously.
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Global EV sales jump 21% in 2025 as Europe surges and the US stalls
Global EV sales reached 18.5 million units in 2025, driven by strong growth in Europe, while the US lags due to tax credit rollbacks.electrek.co
Also side note, Rivian not adding Car Play is wild. They seem to continue to avoid it. So they just keep adding more stuff into their OS. Which is fine, but wouldn't it be easier to just add Car Play and AA?