Policy Whiplash Slows U.S. EV Growth, BloombergNEF Warns
BloombergNEF’s 2026 Outlook downgrades the U.S. EV forecast due to regulatory rollbacks, including the sunsetting of the $7,500 tax credit and weaker fuel-economy rules, plus California’s emissions-oversight rollback and fewer model launches, pushing near-term EV share down to about 8.4–9% in 2026–27 and a projected 17% by 2030, though long-term gains may resume as prices drop and competition grows.