EV sales hit the skids in 2025

9,683 Views | 218 Replies | Last: 49 min ago by BigRobSA
techno-ag
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AG
.., and NPR tries to put some lipstick on this pig.

https://www.npr.org/2025/12/29/nx-s1-5638592/electric-vehicles-2025

Quote:

The electric vehicle industry has taken a pummeling this year. The Trump administration, as expected, reversed a whole suite of federal policies that promoted or encouraged EVs.

California's ability to require the sale of EVs: gone. Federal rules about emissions and fuel economy - being rewritten. Federal penalties for car companies that sell too many gas guzzlers: zeroed out. The $7,500 federal tax credit? Kaput.

Meanwhile, automakers delayed or canceled a host of unprofitable EV plans. The all-electric Ram 1500 REV was canceled before a single one was built. The all-electric Ford Lightning was discontinued despite some glowing reviews. (Both pickups will be replaced with extended-range electric vehicles, which come with both a big battery and a backup gas tank.)

Yeah funny thing about those government incentives. They really did drive a lot of sales. When they went away, sales dropped off a cliff.

But NPR wants you to know that everybody secretly loves EVs.

Quote:

Overall, about 25% of new car shoppers are very interested in buying an EV, according to J.D. Power surveys. And with minor fluctuations, "it's held pretty consistent," Gruber says, despite what he calls the "turbulence" of this year.

So everybody is thinking about them. They're not buying them right now. But they're interested in them. And the Chi-coms are making their people go all electric. And the Chi-coms are exporting their cheap little electric cars. So auto makers better watch out and keep producing electrics!

Quote:

About one in four cars sold worldwide this year was electric, Zhou says - driven by China's remarkably fast embrace of those vehicles. And China, increasingly, is exporting cars around the world.

That means that the global market for cars that run on gas or diesel is shrinking, while the market for battery-powered cars is expanding - and China is dominating it.

If automakers want to compete around the world, they simply can't afford to get off the EV roller coaster.

So there you have it. Car companies should ignore profits. Everybody should embrace EVs. And don't forget the environment.


The left cannot kill the Spirit of Charlie Kirk.
IIIHorn
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ibtrevolt
Rapier108
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Logos Stick
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25% of new car buyers?! I don't believe it.
VaultingChemist
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AG
China's EV cars are basically "coal-powered" vehicles. It makes sense to produce them, as they have limited oil resources.
BigRobSA
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This is really shocking! I'm so amped up, right now!!!!!1
OKCAg2002
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AG
I drive a Tesla, and I love it. That said, I completely understand why people hate on EVs. But I don't understand how the general consensus is to celebrate their demise. The tech in my Tesla is amazing, and it's a really great car. Lots of people who hate EVs have never driven one.
Logos Stick
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It's more about celebrating the demise of liberal idiocy.
Luigi Vampa
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AG
Logos Stick said:

25% of new car buyers?! I don't believe it.

Ya, I think they're twisting language. If it said "25% of new car buyers are open to buying an EV", I would be inclined to believe it more. I was open to an EV when doing a recent purchase, did the research, and it didnt make sense. Ill absolutely be open to buying an EV when and if they make financial and practical sense for me.
OKCAg2002
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AG
Amen. And I don't think the government should be in the car business. The EV credit is stupid because it artificially inflates the price of the car and the industry. If the free market was allowed to work this out, I think my Tesla would have been cheaper than it was (It was $42k with the credit).
Phatbob
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AG
I gotta be honest, I am interested in EV's. I am NOT interested in EV's anywhere near their current price range.
Bird Poo
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AG
OKCAg2002 said:

I drive a Tesla, and I love it. That said, I completely understand why people hate on EVs. But I don't understand how the general consensus is to celebrate their demise. The tech in my Tesla is amazing, and it's a really great car. Lots of people who hate EVs have never driven one.


The hate is from being forced to subsidize the tech under muh "climate change". Completely understandable.

But I do agree that they are very good cars and I'm willing to purchase one for my household if the price is right!
aggiehawg
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Quote:

The electric vehicle industry has taken a pummeling this year. The Trump administration, as expected, reversed a whole suite of federal policies that promoted or encouraged EVs.

California's ability to require the sale of EVs: gone. Federal rules about emissions and fuel economy - being rewritten. Federal penalties for car companies that sell too many gas guzzlers: zeroed out. The $7,500 federal tax credit? Kaput.


That's a disconnect. "Promoting" and "encouraging" is NOT the same as mandating and penalizing.
IIIHorn
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Phatbob said:

I gotta be honest, I am interested in EV's. I am NOT interested in EV's anywhere near their current price range.


Maybe you should consider a Dodge Recharger.
Logos Stick
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aggiehawg said:

Quote:

The electric vehicle industry has taken a pummeling this year. The Trump administration, as expected, reversed a whole suite of federal policies that promoted or encouraged EVs.

California's ability to require the sale of EVs: gone. Federal rules about emissions and fuel economy - being rewritten. Federal penalties for car companies that sell too many gas guzzlers: zeroed out. The $7,500 federal tax credit? Kaput.


That's a disconnect. "Promoting" and "encouraging" is NOT the same as mandating and penalizing.


Good catch.
rynning
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AG
I can support subsidies if they are helping the US get ahead in a new market or technology, but that's it. If it's viable, it should be able to stand on its own at some point.

I understand that 30% federal tax credit for residential solar panels is finally going away after being around for almost 50 years! No subsidy should be in place that long.
GeorgiAg
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AG
OKCAg2002 said:

I drive a Tesla, and I love it. That said, I completely understand why people hate on EVs. But I don't understand how the general consensus is to celebrate their demise. The tech in my Tesla is amazing, and it's a really great car. Lots of people who hate EVs have never driven one.

+1

I have a diesel truck, so for me, it's not a "green" issue. I've had my Tesla for six months and it's the best car I've ever owned. I almost never go to a gas station. It takes 10 seconds to plug it in to the charger in my garage and "gas" costs only a fraction of what others pay. $0.08 per kWh. Charging on a long trip is stupid fast and easy. By the time I take a whiz, buy some food and drinks, it's ready to go another 200 miles.

0-60 in 3 seconds. Faster than pretty much everyone on the road.

It drives itself. I use self-driving like 80% of the time.

No oil changes. Hardly ever use the brakes, so they will last forever.

EV sales are down because there was a huge demand and now dropoff after the tax credit expired. I made too much money (boo-hoo) to qualify for the tax credit anyway.
Ag87H2O
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AG
If the public wants EVs then the market will dictate that - without any government subsidies.

If they take government subsidies and mandates to be viable, then they aren't really viable.
SunrayAg
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AG
OKCAg2002 said:

I drive a Tesla, and I love it. That said, I completely understand why people hate on EVs. But I don't understand how the general consensus is to celebrate their demise. The tech in my Tesla is amazing, and it's a really great car. Lots of people who hate EVs have never driven one.


If you drive an ev because you like the technology, more power to you.

The problem is, 99% of the people I know who drive ev's do so because they want to look down their noses at everyone who doesn't.

I you drive an ev because you think you are saving muh climate… that is more of a mass hysteria mental disorder.
BigRobSA
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GeorgiAg said:

I use self-driving like 80% of the time.


I self-drive 100% of the time.
OKCAg2002
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AG
Generally, I agree. But let's not pretend the government doens't subsidize a ton of things. More free market is the answer, but singling out the EV industry as the only automaker to receive a government handout is false.
No Spin Ag
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This makes all the sense in the world. Even the Google has the following, which I've been saying for years would happen, namely that Hybrids will be what people turn to since they still run on gas for road trips and are cheaper.

Quote:


In the current U.S. auto market (late 2024/2025),
hybrids are selling significantly more than fully electric vehicles (EVs), experiencing a surge as EV sales growth slows due to factors like charging concerns, high EV prices, and fading incentives, making hybrids the practical "sweet spot" for many buyers seeking efficiency without range anxiety. While EVs had strong growth, hybrids are now the leading electrified option, with some projections showing hybrids outpacing EVs by 3 to 1 in 2026


There are in fact two things, science and opinion; the former begets knowledge, the later ignorance. Hippocrates
YouBet
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AG
Quote:

About one in four cars sold worldwide this year was electric, Zhou says - driven by China's remarkably fast embrace of those vehicles. And China, increasingly, is exporting cars around the world.

That means that the global market for cars that run on gas or diesel is shrinking, while the market for battery-powered cars is expanding - and China is dominating it.

If automakers want to compete around the world, they simply can't afford to get off the EV roller coaster.

Not covered by NPR is that there are 200+ car companies backed by the CCP in China. As a result, China has a massive surplus of EV vehicles that their domestic market can't consume so they started dumping them on the international market to offload them. The EU has been grappling with this very reality.

So, using a communist government that directly funds an industry which is causing massive oversupply and an expanding market is a false premise. Automakers can't compete with that because they can't get their cars cheap enough and produced in the numbers that a communist government can. It's pointless.

Instead, you should just keep banning their cars like we currently do and what the EU should do.
Ag with kids
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AG
OKCAg2002 said:

Generally, I agree. But let's not pretend the government doens't subsidize a ton of things. More free market is the answer, but singling out the EV industry as the only automaker to receive a government handout is false.

What exactly are these government handouts that the other automakers are receiving?
YouBet
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AG
Hybrids were always the natural evolutionary next step from ICE vehicles. Biden and EU leaders manipulated markets to bypass that step in the name of mythological green energy and policy.

As a result, they have directly caused the average price of a new car to hit $50K in this country. Great job, Democrats. Yet again, making life unaffordable for average Americans.

FTR, I have no issues with EVs. They have a use case that makes sense for some. It makes sense for me. However, I would rather have a V8 sports car which will be my next purchase in 2027, if at all possible.
Aust Ag
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AG
BigRobSA said:

GeorgiAg said:

I use self-driving like 80% of the time.


I self-drive 100% of the time.

My wife just got one, and she's 100% as well. She had a minor eye injury earlier in the year, which caused problems driving at night. Not a problem any more. She misses her BMW, but likes this Telsa better.

I want her to talk her 88 year old Mom into buying one. That's where they REALLY make sense.
bonfarr
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AG
Are the rumors that the new Tesla Model 2 will be available in base model for $35 k legit?
GeorgiAg
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95% + of the time, I'm just going to/from work or maybe grabbing lunch. 22 miles each way. The Tesla makes perfect sense for that. Basically, a really really nice golf cart.

I understand people have range anxiety and the hybrid is the solution for that. But range anxiety is really a non-issue unless you drive very long distances all the time.

One of the huge perks for an EV is getting rid of the inferior ICE technology. Gears, oil, coolant, maintenance, 100s of more parts to maintain. I'm not going for a hybrid.

I will always have an ICE/diesel truck for power/towing capacity. Family has a vacation house on the Georgia coast and have to tow jet skis and put in a large boat.

I don't think I will ever buy another ICE vehicle for my daily driver. I kept my Porsche convertible for fun every now and then, but I'm going to put all my daily driver miles on the Tesla.

And the self driving full service driving (oops) is absolutely amazing. Elon Musk drives and I listen to Bloomberg and drink coffee.

It's not a car, it's a robot. Every few weeks, the computer updates and I get more features.
GeorgiAg
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AG
I think he was making fun of me using the wrong phrase. Self drive v. full service driving.
TexAgs91
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AG
GeorgiAg said:

OKCAg2002 said:

I drive a Tesla, and I love it. That said, I completely understand why people hate on EVs. But I don't understand how the general consensus is to celebrate their demise. The tech in my Tesla is amazing, and it's a really great car. Lots of people who hate EVs have never driven one.

+1

I have a diesel truck, so for me, it's not a "green" issue. I've had my Tesla for six months and it's the best car I've ever owned. I almost never go to a gas station. It takes 10 seconds to plug it in to the charger in my garage and "gas" costs only a fraction of what others pay. $0.08 per kWh. Charging on a long trip is stupid fast and easy. By the time I take a whiz, buy some food and drinks, it's ready to go another 200 miles.

0-60 in 3 seconds. Faster than pretty much everyone on the road.

It drives itself. I use self-driving like 80% of the time.

No oil changes. Hardly ever use the brakes, so they will last forever.


Can confirm. I got a Model 3 performance in 2025, so there's at least a couple new buyers.

I had to replace the wheels though for 18" wheels. I'm not going to pay $420 per tire. Plus I get extra range.
No, I don't care what CNN or Miss NOW said this time
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GeorgiAg
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AG
Yeah, I kind of regret getting the performance. Too fast. It's a fun parlor trick for friends and family but it's really unnecessary.

Model 3 Performance.
No Spin Ag
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YouBet said:

Hybrids were always the natural evolutionary next step from ICE vehicles. Biden and EU leaders manipulated markets to bypass that step in the name of mythological green energy and policy.

As a result, they have directly caused the average price of a new car to hit $50K in this country. Great job, Democrats. Yet again, making life unaffordable for average Americans.

FTR, I have no issues with EVs. They have a use case that makes sense for some. It makes sense for me. However, I would rather have a V8 sports car which will be my next purchase in 2027, if at all possible.

Yeah, nothing beats the roar and torque that a V8 gives.

Whatever you get, you need to start an "EV" thread as an excuse to brag about your new ride.
There are in fact two things, science and opinion; the former begets knowledge, the later ignorance. Hippocrates
captkirk
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AG

Quote:

Ford is taking a massive $19.5 billion charge (write-off), mostly in late 2025, as it pivots away from aggressive large EV investment, ending some models like the Lightning, and shifting focus to hybrids, affordable EVs, and profitable gas/hybrid trucks due to weak demand and regulatory shifts, aiming for future profitability but taking a huge hit on past EV spending.

Martels Hammer
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EV sales are going to come roaring back when the new Jaguar 00 is launched in 2026.





I couldn't find a pic of the car so I had to use the advert we all fell in love with.
deddog
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AG
I have yet to meet a Tesla owner that doesn't like the car.
Amazing tech platform.

Hybrids are probably the way.
You need at least one ICE vehicle for emergencies and for hauling.

None of these need to be subsidized. I can't imagine anyone paying $75K for a Ford Lightning
 
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