Back to today’s briefing

Story perspectives

US EV Sales 247K, Tesla 50% Amid Stabilizing Market

7/11/2026

50 6 Full Breakdown

Summary

Tesla Leads

Cox Automotive reported U.S. electric-vehicle sales of 247,226 units in Q2 2026.
Sales rose 14.2% from Q1 but fell 20.5% versus Q2 2025.
Tesla led with 124,800 vehicles, representing 50.5% of U.S. EV sales.
Toyota’s EV volume surged 225% YoY to 11,826 units.
Analysts said the quarter-over-quarter gain and slower YoY decline suggest the market is stabilizing.

Summary

Polestar Exits US

Polestar will be forced out of the U.S. market from the 2027 model year after denial under Washington’s Connected Vehicles Rule.
The firm will pivot to Europe, which supplied 80% of its first-half sales.
Second-quarter sales slipped 4% to 17,296 vehicles, versus 18,026 a year earlier.
Polestar will sell existing Polestar 3 and 4 inventory, keep U.S. service, and refresh the Polestar 2 and 4 for Europe.

History

Historical Context

California’s 1990 Zero-Emission Vehicle mandate, run by CARB, required large makers such as General Motors to sell 2 % ZEVs by the 1998 model year and later raised the goal to 100 % of new-car sales by 2035 under Governor Gavin Newsom’s 2020 executive order. Washington’s Connected Vehicles Rule now blocks Polestar from the U.S. market, showing how state policies can reshape auto sales.

1 of 3

Tesla Leads

Cox Automotive reported U.S. electric-vehicle sales of 247,226 units in Q2 2026.
Sales rose 14.2% from Q1 but fell 20.5% versus Q2 2025.
Tesla led with 124,800 vehicles, representing 50.5% of U.S. EV sales.
Toyota’s EV volume surged 225% YoY to 11,826 units.
Analysts said the quarter-over-quarter gain and slower YoY decline suggest the market is stabilizing.

1 / 3