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.