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WSJ Tech News Briefing

Will EV Sales Stall or Surge in 2026?

WSJ Tech News Briefing

The Wall Street Journal

News, Tech News

4.31.7K Ratings

🗓️ 26 December 2025

⏱️ 14 minutes

🧾️ Download transcript

Summary

After a $7,500 federal tax credit for electric vehicles purchases expired in September, some consumers are questioning whether the battery-powered cars are really worth their price tags. WSJ reporters Imani Moise and Ryan Felton join us to talk about how automakers—and buyers—are rethinking their EV strategies as the industry landscape shifts. Isabelle Bousquette hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Hey Sainsbury's, I'm having a big party.

0:02.1

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0:23.0

18 plus, next required. Want to save big on party pleasers? Ask Sainsbury's. Sainsbury's good food for all of us.

0:23.2

18 plus, next required, cheapest product free, available in store and online, excluding locals, subject to availability, teas and sees apply.

0:33.8

Welcome to Tech News briefing. It's Friday, December 26. I'm Isabel Busquette for the Wall Street Journal.

0:40.3

This week and next, we're looking ahead to 2026 and how some of the biggest trends in tech may play out during the year.

0:47.3

We start with electric vehicles. Are EVs still worth it?

0:51.3

That's the question consumers are asking, following the elimination of a $7,500 federal tax credit

0:58.0

that boosted sales of EVs for years.

1:01.0

And many are skeptical.

1:03.0

Now Ford and General Motors, who have been building up a supply chain to support the rollout of numerous EVs,

1:09.0

could see consumer demand dry up. Ford Chief

1:12.8

Executive Jim Farley earlier this year predicted that the EV market share would fall by more

1:17.7

than half to between 4 and 5% of total sales this year. That's partially because, even when the

1:24.1

federal tax credit was a factor, EVs have boasted significantly higher sticker prices.

1:30.2

So how did we get here? And what's next for electric vehicles in the U.S.?

1:33.9

We have personal economics reporter Imani Mouise and Auto's reporter Ryan Felton with us to discuss.

1:46.8

Ryan and Imani, thank you so much for being here.

1:48.0

Thanks for having us.

1:49.2

Thanks for having us.

1:51.3

So give us a little bit of background.

1:55.6

When were American consumers first introduced to electric cars?

...

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