
EV prices rose for the first time in 2026, and the discounts are why
THE SO WHAT
The 1.6% rise in US EV prices with a 24.3% cut in incentives is a signal that the era of subsidized demand is easing as OEMs pull models and tighten supply. If you're building around EV adoption — charging, software, fleet — plan for a slower, more uneven S-curve driven by supply discipline, not just consumer enthusiasm.
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