The market of electric cars It is far from a straight line. What seemed like unchecked growth began to show signs of adjustment in 2026with figures that force us to look at the panorama more calmly.
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In the United States, deliveries fell 27% in the first quarter compared to the same period of the previous year, reaching 216,399 units. Even so, some models not only hold up, but go even harder than before.
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That contrast is what creates the current moment. There are brands that feel the impact of a more demanding environment, while others manage to capitalize on specific improvements and more refined strategies.
Tesla continues to make a difference
Talking about electric in sales is, inevitably, talking about Tesla. The Tesla Mannequin And remains the absolute leader with 78,591 units sold so far this year. To put it in context, it represents about a third of all electric vehicles sold in the country.
The interesting thing is that not only does it lead, it also grows. recorded an increase in 23% with respect to the same period of 2025something that contrasts with the more irregular performance of other models of the brand.
Just behind appears the Tesla Mannequin 3 with 31,672 units. Although the figure remains solid, the 40% drop makes it clear that the competition is no longer breathing in the electric sedan segment.
Traditional brands are beginning to respond
Beyond Tesla, the competitive board is beginning to balance. Toyota managed to get into third place with the Toyota bZ, which reached 10,029 units and grew by seventy 9%.
This jump is not informal. The model update brought improvements in autonomy, power and charging times, something that the public clearly valued. It is a sign that traditional brands can react when they fine-tune their proposal.
Another interesting case is the Hyundai Ioniq 5, which is fourth with 9,790 units. The strategy of adjusting prices, with cuts of up to $9,800 dollarsallowed it to remain competitive at a time when tax incentives no longer play the same role.
Models that resist and others that retreat
Fifth place is in the hands of Chevrolet Equinox EV with 9,589 units. Although it shows a slight drop of 7%, it is still a strong option due to its balance between price, space and brand trust.
Further down the score there are proposals that reflect the variety of the market. The Rivian R1S It is positioned sixth with 5,494 units, maintaining moderate growth. For its part, the Ford Mustang Mach-E is going through a difficult time, falling 60% to 4,600 units.
Among the surprises is the Lexus RZwhich with 4,456 units grows 207% thanks to key improvements in its new version. Also remaining in the top 10 are the Tesla Cybertruck with 3,519 units and the Cadillac Lyriq with 3,370.
2026 shows a more mature market, where each model has to justify its place. And although Tesla continues to lead, the distance with its rivals is beginning to shorten little by little.
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