California hit a new record last year with 21.4% of new cars being all-electric, and once again Tesla led the pack with the two best-selling cars in the state, the Tesla Model Y and Tesla Model 3. But Toyota narrowly maintained its leadership as the top-selling brand in the state, with Tesla nipping at its heels.
The data was released yesterday by the California New Car Dealer’s Association (CNCDA) in their quarterly Auto Outlook. This was the Q4 and full-year report, reflecting on trends in auto sales for the full year in the state that leads the US in EV sales.
Compared to a national market share of 7.5%, EVs commanded 21.4% of sales in California. But just a couple years ago, California was down at ~7% of new EV sales, while the rest of the country was at ~2% – so we like to check in on CNCDA’s data every quarter to get a look at where the trends for the rest of the country might be going soon.
But California’s share of nationwide BEV registrations was down. Not long ago, California accounted for more than half of the EVs in the United States, but in 2023 California accounted for 33.8% of US BEV sales. This means that the rest of the country is picking up pace in EV sales, and that EVs are no longer the sole purview of California. This is an expected trend, but a welcome one – we don’t need California to keep hogging all the health benefits of EVs.
Leading the pack, as expected, were Tesla’s vehicles. The Model Y and Model 3 both outsold the competition by a wide margin – with Model 3 holding a 15.3% share in passenger cars (a 61% lead over the Toyota Camry, which had previously been the best-seller in California for decades) and Model Y holding a 10.8% share in light trucks, more than double its highest challenger, the RAV4, with a 4.7% share.
However, since Tesla only has a few models and Toyota has many, Toyota still maintained the crown for most sales in California. Toyota had a 15.7% market share for the whole year, and Tesla had a 13% market share, with Honda in third place at 9.7%.
13% means that one out of every 8 vehicles sold in California last year was a Tesla – from a company in just its 15th year of selling cars anywhere. Earlier in the year, it even looked like Tesla might be able to beat Toyota in California, as Tesla did outsell Toyota in Q2, but Toyota took back the crown in Q3 and maintained it in Q4.
One particularly interesting graph in the report is the share of alternative powertrain vehicles by type of dealership – Direct or Franchised. In this case, “Direct” refers to dealerships owned by the automaker in question, the vast majority of these sales coming from Tesla.
But in the chart we can see an increasing number of BEVs being sold by franchised dealers, as other manufacturers have finally gotten their BEV programs off the ground and are now selling a variety of vehicles, many of which only hit the market in the last model year or two. A majority of BEVs were still sold direct, but franchised dealer sales are catching up.
Between BEVs, PHEVs, and FCEVs, a full quarter of vehicles could access some sort of dedicated non-combustive energy source. Adding hybrids into the mix (you know, the cars that Toyota loves to pretend are electric, even though they aren’t), 35.9% of vehicles had an electric motor in them.
This was on the back of a tick down in EV share quarter over quarter, from 22.3% to 21.1%, and a tick up in hybrid share, from 11.7% to 13.3%. Plug-in hybrid share held roughly steady at 3.6%, up from 3.4%. Plug-in hybrids were buoyed by the exceptional popularity of the Jeep Wrangler PHEV, which is the 4th-best-selling car in the state with a plug on it, behind the two Teslas and the outgoing Chevy Bolt. The Wrangler PHEV outsold the RAV4 Prime almost two to one.
Tesla maintained its position as one of the companies with the best sales growth over the course of the year, up 24.6% from the previous year. Though this level of growth was lower than it has been in the past. With Tesla already being well established in California, it’s inevitable that growth percentages will slow down over time – or perhaps California, moreso than other states, is getting tired of Tesla CEO Elon Musk’s nonsense.
Tesla’s share of California’s BEV market dropped from 71% to 60.5%, another expected result of other vehicles entering the market. This was still higher than Tesla’s share of the overall US EV market, which stood at around 55% for the year.
But the winner in terms of sales growth was Rivian, which saw a 142.7% increase year over year. Big numbers like this are to be expected out of a new company with new models, but Rivian’s ramp up in production and sales this year was impressive nonetheless, with the company even raising (and then beating) production guidance during a year when media spent a lot of time falsely claiming that EV sales were down.
And on that point – in 2022, EVs made up 16.4% of the EV market in California, whereas in 2023 they made up 21.4%. That certainly looks like an increase to me, not a decrease. Meanwhile, one media narrative we haven’t heard much of is how ICE car sales actually are not growing. While auto sales as a whole were up in California by 11.9% in 2023, that’s because 190k more “electrified” vehicles (BEV/PHEV/HEV) were sold in 2023 than 2022, for a 2023 total of ~638k, whereas sales of pure combustion vehicles were flat at ~1.1 million. So in a year where the auto industry saw a significant recovery, most of that recovery, at least in California, was led by rising electric vehicle sales.
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Volkswagen is offering $7,500 in Retail Customer Bonus cash this month – up from the $2,500 the company offered its Black Friday customers – that, along with an additional $2,500 unadvertised dealer cash incentive that CarsDirect is reporting absolutely, definitely exists, adds up to a stout $10,000 total discount on the all-electric VW ID.Buzz … and that’s before you start haggling with your dealer over the MSRP.
It’s a lot
Photo: Volkswagen of America.
As much as I like the the Volkswagen ID.Buzz, its starting MSRP around $61,545 (incl. destination) puts it at nearly twice what you’d probably expect a minivan to cost if the last time you shopped for one was at a Dodge store. Still, that hefty price tag is some $20,000 higher than the baseline Toyota Sienna hybrid or Honda Odyssey.
That 50% higher price is a lot to swallow even if you do buy into the nostalgia. Still, the ID.Buzz is capable enough, and with ~230 miles of range and 282 hp on offer from its battery/electric motor combo – plus Supercharger access – it’s at least able to keep up with the minivan competition.
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So, while that $10,000 discount isn’t going to turn the ID.Buzz into the second coming of the affordable, family-hauling Caravan, it does bring VW’s electric people-mover a little closer to earth. In fact, with a $50K price tag, it’s right in line with the average transaction price of a new vehicles. So, if nothing else, that reduced price could finally gives electric minivan buyers something to buzz about (I tried so hard to work that in, you guys).
If you’ve been shopping for a family-hauler and dig the retro vibe over something like the (excellent) Kia EV9, click through the link below and set up a test drive at your local VW dealer.
SOURCE: CarsDirect; images via VW.
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Peterbilt has jumped into the MD truck ring with the launch three new medium-duty electric trucks that deliver zero-emissions power, ultra-fast 350 kW charging, and proven, versatile platforms for delivery, utility service, and vocational upfitting.
The new Peterbilt 536EV, 537EV, and 548EV medium-duty trucks slot into the same versatile medium-duty segments the company’s fleets already know, but swap diesel power for latest PACCAR ePowertrain, with up to 605 hp and 1,850 lb-ft of torque available at 0 rpm. That big motor draws power from a variety of LFP battery packs and be fitted with ePTO options rated for either 25 kW (two-battery option) or 150 kW (three-battery option), making them suitable for that can be sized for daily delivery routes, urban utility work, and municipal fleets looking to cut both emissions and maintenance costs.
What’s more, the new Peterbilt’s flexible architecture allows for integration with existing PACCAR suspension bits to make 4×2 and 6×4 configurations, and any wheelbase of 163 inches or longer, and up to 82,000 lbs. gross combined weight ratings possible.
“[The new trucks are] optimized for the demands of the medium duty segment, the next generation of Peterbilt electric vehicles deliver excellent efficiency, rapid charging and versatile configurations elevating customer productivity across a wide range of applications,” said Erik Johnson, Peterbilt assistant general manager, Sales & Marketing.
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In addition to all those goodies, the PACCAR EV tech continues to be top-notch, with the previously-mentioned 350 kW charging, regenerative braking, and industry-leading ergonomics.
Peterbilt’s new MDEVs ship with a blue accented crown and grille for a distinctive exterior look, as well as EV-exclusive panels on the side of the hood. The interior design features laser-etched trim panels on the EV-exclusive Magneto Gray interior, just in case the driver in the quiet, smooth, and stink-free cabin forgets they’re in an electric truck.
Electrek’s Take
Peterbilt 536EV; via PACCAR.
Ignore the headlines. The death of the commercial EV market simply hasn’t happened, and won’t happen any time soon.
If you believe the engineers and analysts at MAN Trucks and Orange EV (and, you should), an EV like this can pay for itself in reduced fuel and maintenance costs even without incentives, then you should already know what I’m about to say: the future of trucking is 100% electric.
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Subaru’s smaller, more affordable Uncharted EV will be among the few electric vehicles with a starting price of under $35,000.
2026 Subaru Uncharted EV prices and range by trim
The 2026 Subaru Uncharted EV will join the Nissan LEAF, Toyota bZ, Hyundai IONIQ 5, and Chevy Equinox as one of the few new EVs on sale in the US for under $35,000.
It will be the most affordable electric vehicle in Subaru’s lineup, sitting below the Solterra and Trailseeker SUVs, starting at just $34,995.
The Uncharted will be available in three trims: Premium FWD, Sport, and GT. Subaru said the entry-level Uncharted Premium FWD variant will be “offered in limited numbers.” It draws power from a single 221 hp electric motor and 74.4 kWh battery pack, providing over 300 miles of range.
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All trims use the same 74.7 kWh battery pack, but the Sport and GT models feature Subaru’s Symmetrical AWD, which slightly reduces driving range.
2026 Subaru Uncharted EV (Source: Subaru)
The Sport and GT variants deliver 285 miles and 270 miles of range, respectively. The AWD system packs a combined 338 hp, which Subaru boasted “is more than the Hyundai Kona EV and Kia Niro EV.”
Like the new 2026 Trailseeker and Solterra, the Uncharted EV has a battery preconditioning system that boosts charging performance in cold weather. With charging speeds of up to 150 kW, the electric SUV can recharge from 10% to 80% in around 28 minutes.
The 2026 Subaru Uncharted EV (Source: Subaru)
All 2026 Subaru Uncharted EV models will feature a built-in NACS port, enabling access to over 25,000 Tesla Superchargers across the US.
Although the Uncharted is nearly 7″ shorter than the Solterra, it still offers more than 25 cubic feet of cargo space behind the second row.
Subaru Uncharted EV interior (Source: Subaru)
The interior features the brand’s updated design with a 14″ Subaru Multimedia System that includes wireless Apple CarPlay and Android Auto.
Starting at $34,995, the entry-level Premium FWD trim includes EyeSight driver-assist features such as Pre-Collision Braking, Front Cross Traffic Alert, Blind Spot Monitors, Lane Departure Alert, Emergency Stop Assist, Advanced Adaptive Cruise Control, and a distraction mitigation system.
2026 Subaru Uncharted EV trim
Starting Price*
Uncharted Premium FWD
$34,995
Uncharted Sport
$39,795
Uncharted GT
$43,795
2026 Subaru Uncharted EV prices by trim (*Destination & Delivery is $1,450 and may vary in the following states: CT, HI, MA, ME, NH, NJ, NY, RI, and VT. D&D is $1,600 for retailers in Alaska.)
Eco and Snow drive modes are standard, plus an All-Weather Package is included with heated front seats, heated power exterior mirrors, and windshield wiper de-icer.
Upgrading to the Sport and GT variants, starting at $39,795 and $43,795, respectively, adds an uprated powertrain and Subaru Symmetrical All-Wheel Drive.
The 2026 Subaru Uncharted EV is expected to begin arriving at dealerships across the US in early 2026. It will join the new 2026 Trailseeker and Solterra as the lowest-priced EV in Subaru’s lineup.
With the new Uncharted and Trailseeker SUVs coming soon, Subaru is offering closeout prices on 2026 Solterra models with 0% APR financing on all trims and leases as low as $299 a month. If you’re looking to test drive one for yourself, you can use our link to find Subaru Solterra models in your area.
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