EV adoption in America: Who's winning, who's losing?

Toyota's bZ crossover sold 10,029 units, a 78% year‑over‑year increase; Toyota also added 13 electric C‑HRs to its tally.

Lexus RZ sales rose 207% year‑over‑year to 4,456 units.

GM reported 24,698 EV sales in Q1 across Cadillac, Chevrolet and GMC; Cadillac Optiq sold 2,847 units (up 66%) and Vistiq sold 1,902 units versus one buyer in Q1 2025.

GMC's Blazer EV fell 83% to 1,077 units in the past quarter.

Used EV sales reached 93,500 in Q1 2026, up 12% from 2025; used EV supply should improve as leased EVs hit lease‑end and appear on dealer forecourts, and Cox noted shifting U.S. EV and hybrid trends with possible divergence in Q2.