US EV Market Slowdown & OEM Retrenchment

US BEV share dropped to 6% in Q2 2026, HEVs hit record 16%. BNEF slashes 2030 US EV forecast to 17%. GM and Ford are discussing EVs less on earnings calls, shifting focus to software, AVs, and gas trucks, but still planning new models (Ford's $30k electric pickup by 2027). NEVI freeze led to private fast-charging expansion.