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US EV sales are booming – for now

This story was initially published by Wired and is reproduced here as part of the Climate Desk collaboration.

In March, President Donald Trump and Tesla CEO, Elon Musk, appeared on the lawn of the White House to show a line of electric vehicles, transforming, for a moment, the chief commander of chief car.

Five months later, Musk and Trump are no longer in friendly terms, the Red Tesla that Trump bought during this appearance left the White House field, and the president signed earlier this summer which was known as the Big Beautiful Bill, or Obbb, which releases federal support for electric vehicles.

And yet Trump still seems to sell electric cars. Just look at the figures: JD Power provides that electric vehicles will represent a record of 12.8% of all American sales in August, up 3.2% compared to the period last year. “There is a rush,” said Tyson Jominy, vice-president of data and analytics of the company.

The point of electrical interests arises mainly from the death of the tax credit of 7,500 EV, according to analysts, who was sentenced to death when Trump signed the OBB supported by the GOP on July 4 and is expected to expire at the end of September. Buyers interested in electric vehicles seem to understand that they should embark on dealership lots and exhibition halls as soon as possible to take advantage of this now temporary affair.

(The IRS said last week that if buyers have to sign their contracts and make a payment on their electric vehicles before October to qualify for credit, they do not necessarily need to take delivery of the vehicle, giving buyers to late more time to secure their electric offers.)

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But ICT in sales of electric vehicles is not permanent. Analysts expect sales of electric vehicles for the United States to reproduce on Earth after September. “It is very likely that we will see” the recovery effect “at the end of this year, and perhaps in 2026,” said Jominy, which means that EV sales will likely slow down.

The specifics of a sales crisis are still not clear and largely depend on the reactions of car manufacturers and dealers. Car manufacturers could maintain prices in the hope that buyers will remain motivated to present themselves. The dealers want to keep electric vehicles away from their lots and could maintain incentives for aggressive sales in the fall.

Both are still in conflict with the effects of automotive prices. These have put pressure on American automakers, who manufacture some of their most affordable vehicles in Mexico and Canada and face 25% of import prices.

What will the American transition look like electric vehicles without federal support? Many industry observers are ready to call the situation a bump on the road. “We are still optimistic about the long-term future for electric vehicle sales in the United States,” said Mark Schirmer, director of industry information at Cox Automotive, in an email. “Electric vehicles are simply better vehicles.” Slowly, cars with more powerful batteries, longer ranges, faster charging times and lower prices appear on lots. The charging stations appear in more places. More and more Americans should start to decide that becoming electric suits them.

However, the United States is behind the rest of the world in the transition to electric cars. The International Energy Agency predicts that electric vehicles will represent more than a quarter of the new sales of world cars this year. Despite this American summer summer Hot EV, American adoption oscillates approximately 8%. American car manufacturers must understand how to manufacture and market new energy cars for the rest of the world, in the running with European, Asian and especially Chinese car manufacturers, while keeping the American market happiest in the meantime.

“The threat is really for the international competitiveness of American car manufacturers,” said Sean Tucker, Kelley Blue Book principal publisher. “They must catch up with Chinese electric vehicles, or they could become an island.”


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