logoalt Hacker News

epistasis • yesterday at 3:42 PM • 5 replies • view on HN

> EV sales share in the US is down to 6% (and falling every quarter).

It's not every quarter, but it's steady and that spells absolute disaster for US car manufacturers:

https://www.coxautoinc.com/insights/q3-2026-ev-sales-report-...

US car companies have been protected and bailed out too many times and are now not only completely uncompetitive on the global market, but set up to be completely demolished as EVs take over.

Their bad leadership and overall inefficiency mean that either investors are going to pay a massive price, or US consumers are going to pay a massive price. If we keep on pushing up consumer costs by propping up bad manufacturers with protectionism and bail outs, the US's entire economy is drug down by that.

There needs to be some creative destruction, ruthless culling of the least efficient manufacturers, so that their best workers can go to the better manufacturers, if the US is ever going to be a top tier car manufacturer again.

I hadn't followed just how bad US manufacturers were failing at EVs the past two years, what with all the other disasters unfolding, thanks for the wake up call. Two years of wasted time, of the US falling even farther behind... such a massive fail and yet not the most massive.


Replies

CharlieDigital • yesterday at 9:09 PM

It isn't just US manufacturers.

I'd say Koreans are probably the closest to the Chinese, but Japanese manufacturers have fallen behind. Toyota spent too much time with hydrogen. Nissan? Honda? Mazda? None of them have a solid lineup of electric vehicles.

I appreciate Toyota's hybrids, but that is not the future and every model year that they try to delay, they are missing out on developing the technology, experience, internal expertise, and platform refinement.

➕ show 4 replies
j2i3jl23ij4 • yesterday at 6:03 PM

I hate to see it and I hate to say it, but the last time I was in Europe there were A LOT more giant american vehicles, at least outside of city centers. I really hope this SUV plague doesn't go global.

➕ show 1 reply
Danox • yesterday at 4:07 PM

One state makes up over a third of all EV sold in the country EV’s have a way to go in the United States. Hybrids seem to be doing a lot better in recent times.

California accounts for roughly 35% of all U.S. EV sales, though some estimates put its share near 40%.

➕ show 2 replies
lesuorac • yesterday at 3:47 PM

> Two years of wasted time

Try two generations. I think it was obvious since the oil shocks that fossil fuels were not a good bedrock of the economy.

➕ show 2 replies
heresie-dabord • today at 11:17 AM

Full disclosure: I have been driving an EV for almost a decade. I use an e-bike too. Electric commuting is brilliant. I'm glad for the sake of air quality that EVs and e-bikes exist and are increasingly popular.

That said — let's be realistic and dispassionate.

> There needs to be some creative destruction, ruthless culling of the least efficient manufacturers, so that their best workers can go to the better manufacturers, if the US is ever going to be a top tier car manufacturer again.

Inflicting job losses at that scale is not going to happen. US protectionism (a euphemism for ahem current federal initiatives) is alive and well. The legacy US auto makers have a huge domestic market and their survival is a primary motive for the US trade/tariff war. (Does the thoroughly corrupt administration face any comeuppance? That is a different discussion.)

The lack of EVs has not been a pivotal concern of voters. US voters want cheap fuel. Affordability was a fundamental concern for voters. The mid-term election result is not about loftier environmental goals.

> Their bad leadership and overall inefficiency

Yes, "an American vehicle" is known for grotesque size and high cost of maintenance. And now after two years of a despicable administration, "an American vehicle" is also a Trump-Miller-Hegseth-Bessent-Lutnick-Musk-*.arsehole symbol.

Even so, Tesla sales success is real, domestic and abroad. People who can afford them buy them.