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Showing posts from December, 2025

The Great EV Reality Check: How 2025 Became the Year of the Hybrid Pivot

For years, the automotive industry marched to a single drumbeat: the "All-Electric Future." From Detroit to Stuttgart, legacy automakers pledged to phase out internal combustion engines (ICE) by the mid-2030s. But as we close out 2025, that drumbeat has faltered. Faced with cooling consumer demand, shifting political landscapes, and the harsh reality of "EV fatigue," the world’s biggest car brands are rewriting their playbooks. 1 The transition isn't dead, but it has certainly been delayed—and the casualties range from American icons to German luxury staples. The U.S. Landscape: Policy Shifts and the "Trump Pivot" In the United States, the EV market has hit a significant speed bump.  Following the recent shift in Washington, the regulatory environment has transformed. The scrapping of the $7,500 consumer tax credit and the weakening of federal fuel-efficiency standards have removed the primary "carrots and sticks" that drove EV adoption. Am...