Ford EV Sales Crashed 70 Percent While Toyota Nearly Doubled in Q1 2026
US EV sales fell 27 percent in Q1 2026 after federal subsidies expired. Ford lost 70 percent on Mustang Mach-E and F-150 Lightning while Toyota and Lexus grew 79 percent and 207 percent on unchanged sticker prices.
China NEV Sales Set to Rebound to 900,000 Units in March
CPCA estimates a 94% month-on-month surge from February's holiday-depressed 464,000 units, with NEV penetration recovering to 52.9%.
Geely Targets China's #1 Spot in 2026 With 3.45M Vehicle Sales Goal
Revenue up 25% to 345.2B yuan, Zeekr 9X at 40% profit margin, 750K overseas target, and 50,000 megawatt fast-charging stations planned in five years.
China NEV Market Feb 2026: BYD Leads at 19.1%, Tesla Returns to Top 10
Feb 2026 NEV rankings: BYD 88,697 (19.1%), Geely 76,636 (16.5%), Tesla 38,206 (8.2%, +42.7% YoY). Tesla rebounds from Jan absence with 106.7% MoM surge.
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