Hyundai USA
- Automakers have reorganized their EV lineups since September 2025, when federal tax credits ended.
- Sagging demand, tariffs, and a new generation of EVs have also led to several product cancellations.
- Business Insider compiled a list of EVs that have been killed or indefinitely delayed in 2026.
American EV sales are slumping.
Since September 2025, when the federal $7,500 tax credit for US-made EVs ended, fewer shoppers have chosen a battery-powered car for their next set of wheels.
In the first quarter of 2026, deliveries dropped 27%, according to Cox Automotive data. That follows a 46% plunge in EV sales in the last quarter of 2025.
The slowdown started reshaping what shows up on US dealership lots last year. By the end of 2025, Ford ended production of the F-150 Lightning, Nissan axed the Ariya, Acura stopped building the ZDX, and Volkswagen paused the ID. Buzz until at least next year.
That shake-up has continued into 2026.
The lineup changes aren't a wholesale retreat from EVs. Each of those brands has next-generation EV models in the pipeline — they're cheaper, longer-range, and faster charging.
Business Insider is tracking every EV canceled or postponed since January 1, 2026 — a list we'll keep updating as the industry redraws its all-electric road map.