Is It Really a Two-Speed EV World? with Lindsay VanHulle from Automotive News
Episode 267
The EV market isn’t collapsing, it’s recalibrating. In this episode, I’m live at AutoTech Detroit while Lindsay VanHulle, Deputy Editor at Automotive News, calls in remotely to break down why an EV retreat is actually a strategic pivot. Lindsay digs into how the end of the $7,500 tax credit scrambled U.S. EV demand, why automakers are reshuffling their lineups instead of abandoning EVs, and how Ford and GM are using profitable trucks and SUVs to bankroll an electric future. You’ll also hear how hybrids and more affordable midsize EVs are becoming the real volume play, why Toyota’s “slow and steady” approach suddenly looks (good?), and what the next wave of EVs could bring with better batteries, lower costs, and cars actually built for how people drive in the real world. Hit play if you want the real story on where EVs go next, beyond the headlines and comment-section hot takes.
Read Lindsay’s full article in Automotive News: Why some automakers are launching new EVs in 2026 while others are pulling back
