US BEV market: Tesla takes a bigger slice from a smaller pie

Battery electric vehicle (BEV) sales in the US amounted to 262,649 units in Q3 2026, down 39.5% from the same period last year, according to Kelley Blue Book data. However, with a quarterly average of 231,620 over the first six months, this represents something of a stabilisation and improvement in the segment’s decline since the federal EV tax credit ended in September 2025.