Sales numbers are starting to roll in for the first quarter of 2026, and Mack and Tim dig deep into what’s happened since the EV tax credit ended last year. They break down the latest sales from Tesla, GM, Ford, Stellantis, and more. Later in the show, the guys discuss Geely’s new fast-charging tech, whether Americans really want back-to-basics cars, and Walmart’s EV charging glow-up. New EV Sales Dropped 28%. But Used EVs Are Booming. https://insideevs.com/news/791253/ev-sales-used-new-hybrids-q1-2026/ Walmart’s DC Fast Charging Network Already Has Hundreds Of Ports https://insideevs.com/news/792338/walmart-ev-charging-development/ Why American Cheap EVs May Be Far More Spartan Than Chinese Ones https://insideevs.com/news/792172/dodge-slate-cheaper-american-evs/ This New Electric Car Nearly Fills Its Battery In Under 9 Minutes https://insideevs.com/news/792274/lynk-co-10-charging-test/ Check out InsideEVs for the latest future of transportation news and find us online: Instagram Threads YouTube BlueSky X

The EV Winners And Losers So Far This Year 

InsideEVs Plugged-In Podcast

[SPEAKER_A] I don't know, man, if it was easy to make money selling $27,000 cars, somebody would be successfully doing it.

[SPEAKER_B] There would be more of them. Hello and welcome back to the Plugged In podcast, a weekly news show from InsideEVs all about the future of transportation. I'm Tim Levin.

[SPEAKER_A] And I'm Mack Hogan.

[SPEAKER_B] [Speaker] On this week's show, the EV sales numbers are rolling in for the first quarter, and we'll break down what's happened since the tax credit ended. Then in our lightning round, we'll discuss even more megawatt charging news from China, the rise of back-to-basics cars like the Slate and whether that can actually work for people, and what high gas prices are actually doing to EV sales around the world.

[SPEAKER_A] [Speaker] All right, let's get started. I think, Tim, why don't you lead us off with just the basics of what happened in Q1, Who are the winners and losers of these EV numbers so far?

[SPEAKER_B] [Speaker] Yeah, I've been really interested. I think we're gonna come up with some takeaways as we talk through this. I've been thinking about the fact that it's been 6 months since the tax credit ended. We had a really weird Q4 where EV sales just absolutely plummeted right after the tax credit ended. Now we're maybe coasting toward more of a kind of normal market, like as everything kind of shakes out.

[SPEAKER_A] Yeah.

[SPEAKER_B] So in Q1—

[SPEAKER_A] we should say—

[SPEAKER_B] yeah, a new normal. A new normal. I don't even know if that's necessarily true yet. I think we're still— I think Q1 was still very much not normal. I think we're going to move towards something like more stable in the future.

[SPEAKER_A] Yeah.

The EV Winners And Losers So Far This Year

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The EV Winners And Losers So Far This Year

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.