Automakers Face an ‘EV Winter’ in 2026 as Sales Growth Slows


In the US in particular, electric vehicle makers are facing an “EV winter,” and will need to navigate bumpy months ahead before a likely revival in sales in 2027 and 2028, said Nathan Niese, Boston Consulting Group’s global lead for EVs and energy storage. Though the long-term trajectory for battery-powered vehicles remains positive, there isn’t “a 2026 story buried in there that says there’s lots to be optimistic about,” he said.



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