By Lauren Fix and Paul Fix III
Watch the Full Panel Discussion: https://youtu.be/L_
The electric vehicle (EV) market is approaching a critical turning point—and it’s a conversation that deserves more attention. In a recent episode of Car Coach Reports, we hosted a candid discussion with two highly respected automotive analysts: Anton Wahlman, a financial expert and longtime columnist for Seeking Alpha, and Karl Brauer, a data-driven industry veteran featured on iSeeCars and YouTube.
Together, we unpacked what many media outlets have overlooked: behind the marketing push and policy headlines, there are serious questions about EV demand, inventory levels, and long-term sustainability.
The Big Picture
With the federal EV tax credit of up to $7,500 set to expire on September 30, automakers face growing pressure to sell more than 140,000 EVs currently sitting on dealer lots...a supply that reflects over 100 days of unsold inventory, according to the National Automobile Dealers Association.
This isn’t just a short-term logistics issue. It’s a signal that the EV market, while innovative and full of potential, is still heavily dependent on subsidies and policy decisions rather than organic consumer demand.
Winners, Losers, and What Comes Next
Our panel broke down how major manufacturers like Toyota, Ford, GM, Hyundai, BMW, and Tesla are navigating the transition. Some are poised to weather the shift. Others, overextended by regulatory pressures or unrealistic projections, may struggle once incentives are rolled back.
This discussion isn’t anti-EV…it’s pro-transparency. Consumers deserve to know how government policy and market forces are influencing the cars they drive, the prices they pay, and the choices they have.
Why It Matters
Whether you’re in the market for a new vehicle or simply want to understand where the auto industry is heading, now is the time to pay attention. The coming months will reshape dealership lots, vehicle offerings, and possibly your next purchase decision.
This moment is about more than technology—it’s about freedom of choice, market clarity, and sound transportation policy.
Tune in to the full conversation and make up your own mind: Watch Now
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Lauren Fix is an automotive expert and journalist covering industry trends, policy changes, and their impact on drivers nationwide. Follow her on X @LaurenFix for the latest car news and insights.
Editorial Disclaimer
The views and opinions expressed in this blog post are those of the author and do not necessarily reflect the official policy or position of the National Motorists Association. We believe in fostering open dialogue and welcome diverse perspectives on issues affecting motorists. If you would like to submit a response or opposing viewpoint, we encourage you to contribute. Please email us at greg@motorists.org for submission guidelines.
