U.S. buyers favored electrified models as Consumer Reports names its top vehicles for 2026
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Which automakers electrified fastest in the US in 2025?
In 2025, U.S. electrification progress was led by premium nameplates and several consolidated OEM groups — Cadillac, Audi and Porsche posted the highest BEV shares — while mainstream volume brands remained in the mid-single digits. Global competitive pressures (notably lower-cost, high-volume Chinese entrants), regional patterns showing availability and price trumping policy signals, and gaps in charging and used-vehicle markets all helped shape demand timing and point to where automakers and policymakers must focus to broaden adoption.

Chicago Auto Show 2026 Signals Market-Ready Shift Toward Consumer EVs
The 2026 Chicago Auto Show (Feb 7–16) emphasizes hands-on consumer engagement and a pragmatic mix of EVs, hybrids, and range‑extended models rather than concept debuts. That practical focus at a major regional show mirrors wider industry pressures — from fragmented BEV leadership to China‑built export pushes — that are forcing manufacturers to prioritize product availability, dealer readiness and charging access in near‑term launch plans.

U.S. Policies Shift EV Supply Chains Toward More North American Content
Labeling for 2026 models shows battery-electric vehicles led the biggest increases in U.S. and Canadian parts content, driven primarily by production subsidies and trade measures that change sourcing incentives. But rising North American content competes with broader global shifts — Chinese upstream scale and new overseas assembly hubs, plus recent import accords — that will test whether policy-induced reshoring becomes durable.
Australia January 2026: EV share steadies as BYD consolidates market lead
Electrified vehicles accounted for about 16% of Australia’s new-car sales in January 2026, led by a cluster of value-oriented Chinese models with BYD placing multiple entries among top sellers. The month’s pattern—strong BEV and PHEV growth, cooling Tesla volumes and rapid uptake of lower-priced models—echoes broader global moves as Chinese exporters scale output and incumbents scramble to respond.
California Posts New ZEV Sales Milestone as Satellite Data Links EV Uptake to Lower NO₂
California recorded 79,066 new zero-emission vehicle registrations in Q4 2025 and exceeded 2.5 million cumulative ZEV sales, despite waning federal incentives. A neighborhood-level satellite analysis ties rising ZEV adoption to measurable reductions in nitrogen dioxide, while market data show Tesla losing ground amid growing hybrid demand and legacy automaker moves into BEVs.

Global EV Rankings Shift: Geely Closing on Tesla as BYD Retains the Lead
BYD finished 2025 as the largest seller of plug-in vehicles worldwide but ceded some late-year share as Geely and several Chinese challengers accelerated deliveries and export activity. Regional dynamics — notably a December BEV surge in Europe, OEM reshoring incentives in North America, and increased China-origin exports — amplified competitive pressure on legacy players such as Tesla and some European incumbents.

Toyota unveils three-row Highlander BEV for North America, production at Kentucky plant
Toyota introduced a battery-electric version of its three-row Highlander in California and plans North American sales starting late 2026. The model will be built at Toyota Motor Manufacturing Kentucky and offers two battery capacities, a development target of about 320 miles for the larger pack, and rapid-charging capability optimized for cold conditions.

Canada as the North American Foothold for Chinese EVs: Who’s Poised to Move In
Canada’s 49,000-unit annual allowance for Chinese-made electric vehicles creates a controlled market trial that tilts toward high-volume, export-proven manufacturers while leaving tactical paths for niche or fleet-focused players. The policy reduces binary political debate and provides a window to balance near-term emissions and air-quality gains against longer-term industrial and supply-chain objectives.