Your Daily Electric Vehicles Briefing

US Market Navigates Mixed Q3 Performance Amidst Charging Network Expansion and Battery Innovation

• The U.S. electric vehicle market experienced a nuanced third quarter in 2026, with sales reaching 266,630 units—a 7.7% increase from Q2 2026 and the highest quarterly volume in a year. However, this figure represents a 38.6% decline compared to Q3 2025, a record quarter driven by consumers rushing to utilize expiring federal incentives. Overall, U.S. EV sales for the first nine months of 2026 were down 29.9% year-over-year, with a noticeable shift towards hybrid vehicles, which saw a 23% sales increase in the same period.

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• Public fast-charging infrastructure in the United States continues its robust expansion, surpassing 80,000 ports in Q3 2026 with the addition of 4,106 new ports. Charging providers are strategically deploying more powerful chargers and increasing the number of plugs per station in locations near amenities, aiming to enhance the user experience and prepare for future demand. This growth comes as the national average for EV charging prices rose to US$0.540/kWh, with Tesla's non-member rates increasing by 15% to US$0.569/kWh.

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• General Motors is exploring a collaborative approach to accelerate battery innovation, considering opening its upcoming $145 million battery development center in Warren, Michigan, to technology startups. This facility, slated for completion in December 2026, will focus on next-generation chemistries like lithium manganese-rich (LMR) and sodium-ion, potentially providing smaller companies with access to advanced cell manufacturing expertise that would otherwise require substantial capital investment.

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