EV Industry Outlook 2026: Tariffs, Used Market Surge, and Emerging Markets
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EV Industry Outlook 2026: Tariffs, Used Market Surge, and Emerging Markets
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About this listen
The electric vehicle sector shows mixed momentum heading into mid-February 2026, with significant regional divergence and emerging tariff dynamics reshaping global markets.
In North America, Canada has reached a landmark trade agreement with China, permitting up to 49,000 Chinese-made EVs to enter at a 6.1 percent most-favored-nation tariff rate. This represents a substantial shift from October 2024's 100 percent tariff stance. Consumer sentiment has followed suit, with more than half of Canadians surveyed indicating willingness to consider Chinese EV purchases once vehicles become available. This sentiment reversal signals potential market disruption for incumbent North American manufacturers.
Tesla, Rivian, and BorgWarner are currently highlighted as top-performing EV stocks by value traders, reflecting strong dollar trading volumes. Tesla maintains its position as a market leader across automotive and energy storage segments, while Rivian continues scaling consumer production of its R1T pickup and R1S SUV models. BorgWarner's diversified exposure to powertrain solutions, battery modules, and charging infrastructure positions the company across multiple value chain segments.
The used EV market is experiencing notable expansion. For 2026, analysts anticipate used EV supply will grow as off-lease vehicles return to market, representing approximately 11 percent of total used-vehicle supply. This development addresses previous supply constraints that have characterized the used EV segment.
India's automotive sector demonstrates robust growth prospects. The two-wheeler industry is projected to expand 7 to 9 percent in fiscal 2027, reaching approximately 29 million units. An International Council on Clean Transportation analysis indicates that if India meets its EV targets, the country could reduce road transport emissions by half by 2050, presenting rare domestic manufacturing and policy momentum.
Supply chain dynamics continue evolving, with global nickel demand expanding unevenly across regions, driven primarily by EV production requirements. Meanwhile, automotive merger and acquisition activity reached 35 billion dollars during 2025, as manufacturers pursue software integration, artificial intelligence capabilities, and strategic consolidation amid market stagnation pressures.
EV stock volatility remains elevated due to sensitivity to regulatory developments, commodity pricing, technology advancement, and consumer adoption rates. The sector's near-term trajectory depends on sustained policy support, charging infrastructure expansion, and continued consumer acceptance as Chinese alternatives enter previously protected markets.
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