The Automakers That Fully 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, yr over yr:

That every one seems to be superb, however there have been additionally a number of disappointing tales. There have been auto firms that didn’t have enormous EV gross sales development, and even noticed their EV gross sales decline yr over yr! I don’t know what these firms have been doing or what their executives have been considering 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 firms — 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 firms that haven’t reported their outcomes, so we now have to attend a bit longer to see how they did.

Anyway, should you thought each automaker noticed large EV gross sales development resulting from all of the constructive headlines we wrote about totally different automakers, what’s clear is there are nonetheless loads of laggards and sure firms actually did not make the most of the second for one cause or one other.