Did Automakers Miscalculate EV Demand in 2025?

February 20
11 mins

Episode Description

EV growth slowed in the U.S. in 2025 while hybrid sales surged. Did automakers overestimate demand?

We analyze the data, the tax credit impact, infrastructure gaps, profitability pressures, and why hybrids became a strategic hedge. Was this a miscalculation — or just a recalibration?

A deep dive into what 2025 really revealed about the EV transition.

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