Your Daily Electric Vehicles Briefing

US Market Stabilizes in Q2 2026 Amid Global Divergence; Polestar Faces US Ban

• The U.S. electric vehicle market showed signs of stabilization in Q2 2026, with sales increasing 14.7% quarter-over-quarter to 247,226 units, improving from previous year-over-year declines. Notably, Toyota and Lexus notably doubled their all-electric vehicle sales in the first half of 2026, showcasing strong brand-specific growth against the broader trend.

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• Globally, June 2026 saw 2 million EV sales, but regional performance varied significantly; Europe achieved a record 31% year-over-year increase, while North America's sales fell 13%. Adding to market complexities, Polestar will be barred from selling new vehicles in the U.S. from model year 2027, following a denial of authorization under the Connected Vehicle Rule.

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• In battery innovation, researchers at the Max Planck Institute for Sustainable Materials identified the mechanism of lithium dendrite failure in solid-state batteries, a crucial step toward developing safer, longer-lasting designs. Concurrently, General Motors EV drivers gained access to over 120 IONNA fast-charging locations, significantly expanding available infrastructure.

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