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Electric Vehicles Have a Bumpy Road Ahead in 2026

A Renault Vision 4Rescue 4x4 electric vehicle at a showroom in Paris.
Photographer: Nathan Laine/Bloomberg

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By Kyle Stock, Lili Pike, and Todd Woody

January 6, 2026 at 11:08 AM UTC

Updated on

January 6, 2026 at 10:40 PM UTC

Automakers sold a record number of electric vehicles globally in 2025. While sales are likely to once again increase in 2026, the jump will be smaller.

Today’s newsletter explains why the market is cooling. Plus, what to expect if you’re a homeowner looking to install rooftop solar in the US this year.