US EV sales fall but charger installations hold near record pace

AI-generated briefing · First published

EV sales halved, yet firms plan to match 2025’s record charger additions.

US electric-vehicle sales fell to about 6% of new-car sales this year from roughly 12% in 2025 Q3, after the Trump administration ended EV tax credits and fuel-economy rules. Despite the slowdown, charging companies expect to install as many public chargers in 2026 as the record set in 2025. [1] [2]

Paren data show nearly 2,000 new stations and more than 12,000 plugs added through early October, keeping pace with last year’s 3,885 stations and 19,839 plugs. Tesla leads with over 40,000 fast chargers; Ionna and Walmart have also expanded. [2]

Sources

  1. America’s EV Downturn Hides a Silver Lining: Charging Is Quietly Getting Better

    WSJ Business · · Summary only

  2. 美国电车遇冷充电桩建设却维持历史高位 业内:这是美国基建大建设

    Sina Finance · · Full text

Link to this briefing