The Automakers That Utterly Dropped The Ball On Finish Of US EV Tax Credit score

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I spent a lot of the week writing about how a lot EV gross sales development a number of automakers scored within the third quarter within the US. As a brief recap, 12 months over 12 months:

That every one appears wonderful, however there have been additionally a number of disappointing tales. There have been auto corporations that didn’t have big EV gross sales development, and even noticed their EV gross sales decline 12 months over 12 months! I don’t know what these corporations had been doing or what their executives had been pondering to overlook out on the chance, however there have been additionally a number of of them. I’m not going to spend as a lot time on these corporations — they don’t deserve their very own articles — however right here’s a rundown of their outcomes (evaluating Q3 2025 to Q3 2024):

• The Acura ZDX declined 40%, from 2,647 gross sales to 1,580 gross sales.
• The BMW iX declined 33%, from to 4,679 gross sales to three,136 gross sales.
• The Lexus RZ declined 43%, from 2,742 gross sales to 1,560 gross sales.
• Nissan EVs (the ARIYA plus the LEAF) declined 61%, from 10,066 gross sales to three,934 gross sales.
• The Subaru Solterra declined 7.5%, from 3,752 gross sales to three,471 gross sales.
• The Toyota BZ4X declined 27%, from 4,109 gross sales to three,015 gross sales.

Not inspiring stuff there.

There are additionally corporations that haven’t reported their outcomes, so we’ve got to attend a bit longer to see how they did.

Anyway, in the event you thought each automaker noticed large EV gross sales development resulting from all of the optimistic headlines we wrote about completely different automakers, what’s clear is there are nonetheless loads of laggards and sure corporations actually didn’t reap the benefits of the second for one cause or one other.