US Q3 EV Sales Report: The Good, The Bad, And The Ugly

cleantechnica.com Oct 4, 2026

US Q3 EV Sales Report: The Good, The Bad, And The Ugly

Curated by Shubham · TechCapsules · Oct 4, 2026

AI-summarised brief · reviewed before publication

In the United States’ third‑quarter 2026 report, overall electric‑vehicle (EV) sales fell sharply, while Toyota bucked the trend. Toyota’s revamped bZ4X became the fourth‑best‑selling EV, and the brand moved more than 25,000 bZ SUVs and 7,500 all‑electric C‑HRs onto American roads, pushing its combined hybrid, plug‑in hybrid and battery‑electric volume to over 57 % of U.S. sales. By contrast, the domestic “Big Three” saw steep declines: GM’s Lyriq, Vistiq and Escalade IQ dropped 51 %, 34 % and 29 % respectively; Ford’s Mustang Mach‑E fell 72 %; Chevrolet’s Equinox EV, Blazer EV, Silverado EV and GMC Sierra EV each slumped between 51 % and 92 % in Q3. Stellantis was the only major group to grow, thanks to the RAM 1500 pickup, though its EV Jeep Wagoneer sales collapsed 96 %. The Chevrolet Bolt, slated for 150,000 units, has sold only about 8,090, prompting rumors of an early production halt.

💡 Why It Matters

· Toyota’s surge shows that a focused, mid‑range EV lineup can capture market share even as legacy U.S.
· brands stumble, underscoring a widening competitive gap in America’s EV transition.

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UK Car Sales Jump 12% As EV Demand Surges Amid Fuel-Market Disruption

Britain’s new‑car market posted its strongest September in nearly a decade, with registrations up 12% year‑on‑year to 350,518 units, the highest monthly total since 2017. Battery‑electric vehicles (BEVs) drove the surge, rising 36% to 99,199 units and capturing 28.3% of the market. Petrol registrations fell 6.7%, hybrids dropped 4.2%, while diesel grew 11.5% in September but remains only 4.5% of annual sales. The jump reflects higher fuel costs and diesel supply uncertainty, reshaping consumer choices and challenging the UK’s 2026 zero‑emission target.

💡 The sharp BEV rise underscores how fuel‑price volatility is accelerating the shift to electric mobility, pressuring manufacturers to meet stricter emissions mandates.

businessworld.in · Oct 4

Adani Airports To Begin Mumbai T1 Redevelopment In January 2027

Adani Airports will commence a phased redevelopment of Terminal 1 at Mumbai International Airport in January 2027, targeting the north section of Terminal 1B due to safety concerns with its 60‑year‑old infrastructure. The project will temporarily close about 5 million passengers’ worth of capacity—roughly 9 % of the airport’s annual traffic—while allowing continued operations. Airlines have rejected a proposal to cut 265 of 770 weekly international departure slots, arguing it would hurt 46 carriers, including IndiGo, Air India, and Emirates. The redevelopment aims to restore and increase slots post‑completion, with temporary relocation to Navi Mumbai International Airport offered.

💡 The plan underscores Mumbai Airport’s push to modernize critical infrastructure without halting service, balancing safety upgrades with commercial continuity. It also highlights the tension between airport operators and airlines over slot allocations, a key factor in maintaining Mumbai’s status as a major international hub.

slashgear.com · Oct 4

Tesla Patent Teases ‘Electric Fan Car’ That Sucks Itself To The Road…

A recently uncovered Tesla patent reveals a ducted electric fan system designed to generate active downforce, effectively “sucking” a vehicle to the road at any speed. The filing, posted to the U.S. Patent and Trademark Office, shows a sleek, low‑profile sports car—though it does not name the model—leading analysts to link the technology to the long‑delayed second‑generation Tesla Roadster, first teased in 2017. If implemented, the fan‑based aerodynamic solution could complement the Roadster’s claimed sub‑2‑second 0‑60 mph acceleration by improving grip without relying on traditional spoilers or aerodynamic tricks that lose effectiveness at lower velocities. Tesla has scheduled an unveiling event for October, intensifying speculation that the fan system may finally appear in production, marking a potential breakthrough in electric‑vehicle performance engineering.

💡 Active downforce that works at any speed could redefine how electric sports cars achieve traction, giving Tesla a tangible advantage over rivals that depend on conventional aerodynamics.

7news.com.au · Oct 4

2027 Xpeng L03 price and specs

Xpeng is expanding its Australian lineup with the L03, a mid‑size SUV that adds an extended‑range electric vehicle (EREV) to its previously pure‑EV offerings. The L03 arrives in right‑hand‑drive form as the first market to receive the Chinese maker’s Kunpeng EREV system, which pairs a 1.5‑litre naturally aspirated petrol engine with a 37 kWh LFP battery that charges the drivetrain but does not power the wheels directly. The EREV and the entry‑level Standard Range EV are priced at AU$41,900 before on‑road costs, while the Long Range EV starts at AU$46,900 and the Performance Ultra at AU$53,900, the latter being the only all‑wheel‑drive model equipped with three Turing AI chips. All trims feature a 15.6‑inch infotainment screen, 256‑colour ambient lighting, and premium front seats with heating, ventilation, lumbar adjustment and a 14‑point massage function. Xpeng promises over‑the‑air updates that will bring its Navigation Guided Pilot and Vision‑Language‑Action 2.0 semi‑autonomous driving suite to Australian customers in 2027, beginning with the Performance Ultra. The vehicle is backed by a seven‑year unlimited‑kilometre warranty, with annual service required every 12 months or 20,000 km.

💡 Introducing an EREV with a 200 km electric range and a total 1,000 km combined range gives Australian buyers a low‑emission option that eases range‑anxiety, potentially accelerating EV adoption in a market still dominated by conventional hybrids.

mashable.com · Oct 4

California announces AV regulation, fines for robotaxis that impede emergency responders

California enacted SB 1246, signed by Governor Gavin Newsom, imposing fines on autonomous vehicle (AV) operators such as Waymo and Tesla if their vehicles block emergency responders for over 30 minutes. The law establishes statewide standards for AVs and emergency departments, requiring two‑way communication, local incident technicians, and updated fleet protocols. It reflects the state’s intent to balance rapid AV deployment with public safety, addressing incidents where stalled or unresponsive robotaxis have disrupted emergency services. The bill targets the growing number of weekly AV rides in California and nationwide.

💡 By holding AV companies financially accountable for hindering emergency response, the law forces operators to prioritize safety protocols, potentially reducing costly disruptions during critical incidents.

taipeitimes.com · Oct 4

To keep AI robots from killing humans, look at driverless trucks

The article examines how autonomous vehicles demonstrate that AI can be safely deployed around humans, countering fears of rogue AI weaponization. It outlines potential catastrophic scenarios—nuclear launch, biological weapons, and killer robots—while noting current technological limits. The piece highlights that driverless trucks already use layered AI systems: perception models, language models, action models, and a sanity‑check layer, all running offline on the vehicle. This transparent architecture eliminates black‑box decision making and allows programmers to trace every action. Major companies such as Waymo, Tesla, Aurora, and Kodiak AI are leading the effort.

💡 Demonstrating that AI can operate safely in public spaces reduces the plausibility of autonomous weapons, reshaping policy debates around AI governance.