4.5 million EVs sold in the EU in 2026, a 31% increase for the year so far.

In North America, that's including Canada? 1.3 million EVs so far this year. Minus 21% YTD-26 vs YTD-25.

Perhaps American drivers are putting off their purchase of an electric car until the launch of the flying roadster?

Anecdotal, but I think there are a few hurdles to overcome in the US.

- The infrastructure isn't there yet. I can get gas anywhere, but charging stations may be few and far between. The median salary in my area is mid $100k, and 50k pop. and I see Teslas and EV'S everywhere. But despite that the town has only 1 public charging station.

- For apartment dwellers, who don't have the option of charging at home or work, why bother putting up with the anxiety of trying to find a charger?

- The early adopters feel like they got burned. Lessees like low maintenance, and the batteries tend to deterioriate. Buyers get into the same situation, but have no equity, and it's hard to justify dropping $$$ for a new battery when they can put that into a new car.

- There's a lot of nothing in between major towns and cities. If it's super cold out, will you make it the 120mi/193km to your destination?

The issue in canada is that charging infrastructure is severely lagging, but also the travel distances are much longer on average and winter temperatures have a huge impact on range. So whether an EV can work for you is a lifestyle question.

AIUI, there are quite few electric cars available in the US compared to everywhere else; if you don't fancy a Tesla, or a restricted part of VW's or Hyundai's range, you don't have many options there.

> In North America, that's including Canada? 1.3 million EVs so far this year. Minus 21% YTD-26 vs YTD-25.

Tesla benefited <https://www.bloomberg.com/news/articles/2026-01-19/tesla-vol...> from Canada cutting import duty on Chinese EVs, by grabbing most of the slots.

How are they going to tow their boats?