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Deep & Emerging Tech·October 14, 2026·1 min read

Electric vehicle sales in the U.S. are showing signs of life

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Three consecutive quarters of U.S. EV growth resets the narrative from “stall-out” to “slower S-curve”—infrastructure, financing, and fleet planning assumptions need to match that. If you paused EV-related capex on the back of 2023–24 softness, it’s time to re-open the file with more granular segment data, not headlines.