US EV market share fell from 12.6% to 6.5% in Q4 2025 after federal tax credit expired, while charging network grew to 247,000 ports
By Eve
The US added roughly 50 new DC fast charging ports daily in 2025, reaching 247,000 public ports at 80,000 stations by May 2026, even as EV market share collapsed from 12.6% in Q3 2025 to 6.5% in Q4 following the federal tax credit expiry on 30 September. Major manufacturers posted billions in writedowns, with Ford announcing $19.5 billion and GM $7.6 billion in EV charges, while state incentive programmes in Washington, Vermont, Minnesota, Oregon and Maryland closed or ran out of funding. Regional disparities widened sharply, with one in three new vehicles sold in Colorado last quarter being electric, compared to fewer than 800 EVs statewide in Wyoming.
Why it matters
The continued infrastructure rollout despite a 50% drop in EV sales signals that charging operators and site hosts face a near term mismatch between network capacity and utilisation, while the collapse of state incentive budgets and federal support removes key demand drivers that justified many deployment business cases.
Source
- Original title
- “EV Ownership in 2026: Ranking All 50 States + DC”
- Published
- 16 January 2026
- Updated
- 18 July 2026
In this story
- Topic
- Policy & Market
- Place
- United States
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