{"id":36050,"date":"2026-04-21T11:48:42","date_gmt":"2026-04-21T15:48:42","guid":{"rendered":"https:\/\/henrypayne.com\/?p=36050"},"modified":"2026-04-21T11:48:42","modified_gmt":"2026-04-21T15:48:42","slug":"ev-winners-and-losers-tesla-and-chevy-gain-vw-and-startups-retreat","status":"publish","type":"post","link":"https:\/\/henrypayne.com\/index.php\/2026\/04\/ev-winners-and-losers-tesla-and-chevy-gain-vw-and-startups-retreat","title":{"rendered":"EV winners and losers: Tesla and Chevy gain, VW and startups retreat"},"content":{"rendered":"<p><div align=\"left\"><img decoding=\"async\" src=\"https:\/\/www.detroitnews.com\/gcdn\/authoring\/authoring-images\/2026\/04\/09\/PDTN\/89541758007-honda-ev-hub-marysvillefirst-honda-acura-e-vs.jpg?width=660&amp;height=372&amp;fit=crop&amp;format=pjpg&amp;auto=webp\" alt=\"Honda EV Hub: Honda has canceled Marysville, Ohio, assembly for its trio of planned EVs (from right to left): Acura RSX, Honda 0 Series SUV, Honda 0 Series Saloon sedan.\" \/><\/p>\n<\/div><div class=\"gnt_pg_img_cap\"><em>Honda EV Hub: Honda has canceled Marysville, Ohio, assembly for its trio of planned EVs (from right to left): Acura RSX, Honda 0 Series SUV, Honda 0 Series Saloon sedan.<\/em><\/div>\n<p><em>Henry Payne, The Detroit News<\/em><\/p>\n<p class=\"gnt_ar_b_p\">After a turbulent 2025, U.S. electric-vehicle market share stabilized in the first three months of 2026 at 5.8% \u2014 consistent with Q4 2025, the first quarter without government incentives ended by Congress and President Donald Trump. EV sales swings from the United States to Norway to China have consistently\u00a0<a class=\"gnt_ar_b_a\" href=\"https:\/\/www.detroitnews.com\/story\/business\/autos\/2023\/05\/18\/ev-squeeze-how-the-us-and-europe-compare-in-mandating-a-battery-powered-future\/70219047007\/\" data-t-l=\":b|e|k|\u2691u\">tracked government support<\/a>, industry analysts say.<\/p>\n<p class=\"gnt_ar_b_p\">Even before the U.S. government pulled the plug on the $7,500 sales subsidy late last year \u2014 causing a brief, Q3 run to 10.5% market share \u2014 EV sales,\u00a0<a class=\"gnt_ar_b_a\" href=\"https:\/\/www.detroitnews.com\/story\/business\/autos\/2025\/07\/22\/payne-winners-losers-movers-highlights-of-u-s-auto-sales-six-months-in\/85321373007\/?gnt-cfr=1&amp;gca-cat=pp&amp;gca-ds=override\" data-t-l=\":b|e|k|\u2691u\">as The Detroit News reported<\/a>, had stabilized at about 8% of the market. Without the Damocles Sword of 2026 government EV mandates overhead, manufacturers are reassessing the EV market \u2014 or leaving it altogether.<\/p>\n<p class=\"gnt_ar_b_p\">Absent the threat of billions in state-and-federal fines,\u00a0<a class=\"gnt_ar_b_a\" href=\"https:\/\/www.detroitnews.com\/story\/business\/autos\/2026\/03\/26\/honda-put-the-brakes-on-its-all-ev-future-heres-why\/89227692007\/\" data-t-l=\":b|e|k|\u2691u\">brands like<\/a>\u00a0Volkswagen, Honda, Ram, and Ford have dropped planned electrics. Meanwhile, mega-brands and luxury makers like Chevy, Toyota, Hyundai, Audi, BMW and Mercedes have stayed the course on parallel ICE\/EV lines.<\/p>\n<p class=\"gnt_ar_b_p\">Perhaps a leading indicator of the electric market\u2019s plateau is U.S. EV market leader Tesla, which while still dominating the segment, has\u00a0<a class=\"gnt_ar_b_a\" href=\"https:\/\/www.detroitnews.com\/story\/business\/autos\/2026\/02\/04\/tesla-2-0-what-customers-think-model-s-demise-optimus-robot-rise\/88508624007\/\" data-t-l=\":b|e|k|\u2691u\">canceled its iconic S\/X models to focus on robots<\/a>\u00a0\u2014 whether robotaxi or humanoid.<\/p>\n<p><a href=\"https:\/\/www.detroitnews.com\/story\/business\/autos\/2026\/04\/20\/ev-winners-and-losers-tesla-and-chevy-gain-vw-and-startups-retreat\/89498374007\/\">Read full article here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Honda EV Hub: Honda has canceled Marysville, Ohio, assembly for its trio of planned EVs (from right to left): Acura RSX, Honda 0 Series SUV, Honda 0 Series Saloon sedan. Henry Payne, The Detroit News After a turbulent 2025, U.S. electric-vehicle market share stabilized in the first three months of 2026 at 5.8% \u2014 consistent [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,87],"tags":[],"_links":{"self":[{"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/posts\/36050"}],"collection":[{"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/comments?post=36050"}],"version-history":[{"count":1,"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/posts\/36050\/revisions"}],"predecessor-version":[{"id":36052,"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/posts\/36050\/revisions\/36052"}],"wp:attachment":[{"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/media?parent=36050"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/categories?post=36050"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/henrypayne.com\/index.php\/wp-json\/wp\/v2\/tags?post=36050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}