EV sales are sinking — which automakers will go down with the ship?



The electric vehicle market is hitting a critical tipping point — and the mainstream media won’t talk about it.

In a no-holds-barred episode of “Car Coach Reports,” we sat down with two of the sharpest minds in the industry: Anton Wahlman, a veteran financial analyst and columnist for Seeking Alpha, and Karl Brauer, a respected automotive expert known for his data-driven insights on iSeeCars and YouTube.

Together, we pull back the curtain on what’s really happening in the EV world.

Here’s the reality: The federal EV tax credit — up to $7,500 per vehicle — expires September 30, giving automakers under 90 days to move more than 140,000 EVs currently sitting on dealer lots. That’s more than a 100-day supply of inventory, according to the National Automobile Dealers Association. And while some companies are positioned to adapt, others are dangerously overcommitted.

We break down which brands might survive the coming EV shakeout — Toyota, Ford, GM, Hyundai, BMW, Tesla, and others — and which ones are at risk of collapse once the subsidies disappear. The entire industry is being reshaped by political decisions, not consumer demand. It’s a wake-up call for car buyers and a challenge for automakers.

This isn’t about being for or against EVs — it’s about exposing the truth with no agenda.

Don’t miss this essential conversation — especially if you’re shopping for a new vehicle or wondering what comes next for the automotive world.

  

How Jaguar's gender-bending rebrand is threatening its total collapse



Storied British car manufacturer Jaguar has a real history. While the brand has undergone acquisitions and changes, highs and lows over its 90-year history, it has also produced beautiful and iconic race cars and luxury sedans along the way — and served as an ambassador for the British automotive industry.

Decades ago, when my late grandfather met the CEO of British Airways on a tarmac in his Mercedes-Benz, the Englishman didn't mention the faux pas. After business happily concluded and my grandfather drove him back to his private plane, the old man thanked him, then said, "Do me a favor and buy yourself a Jag. Send me the bill."

June reports indicated that in April 2025, the once-storied brand sold only 49 cars in Europe.

RELATED: How to destroy a car brand: Jaguar's billion-dollar blunder

  Photo by Krishan Kariyawasam

My grandfather never took him up on that offer, but such was the pride of England (and the grudge against the Germans). But no more. In November 2024, Jaguar launched a nightmarishly bizarre, gender-bending advertising campaign called "Copy Nothing." The ad, which was creepier than any 1990s Smashing Pumpkins or Marilyn Manson music video and was years late to the peak of the broader "make everything gay" corporate ad campaigns, promised to "create exuberant, live vivid, delete ordinary, [and] break moulds."

The ad was widely and immediately panned. Jaguar Land Rover Managing Director Rawdon Glover defended the move, saying, "We wanted to move away from traditional automotive stereotypes" to "re-establish our brand and at a completely different price point," and complaining about the "vile hatred and intolerance" that greeted the campaign. It's worth noting that the ad "re-establishing" the brand didn't include even a single vehicle.

In the ensuing months, Jaguar has ejected its supply of traditional vehicles in favor of luxury electric vehicles expected to cost more than $100,000 each and debuting later this year. Unsurprisingly, this has hurt sales — but even worse than some might have expected. June reports indicated that in April 2025, the once-storied brand sold only 49 cars in Europe. That's less than one dealership's worth and, in view of the 1,961 cars sold in April 2024, is a more than 97% decline.

Compare that to Mercedes-Benz, BMW, and Audi, which have also moved toward electric vehicles while not completely rejecting their gasoline inventory, and sold "approximately 50,000 to 75,000 units in April 2025 across Europe."

You can expect real fluctuations when you rebrand, but barring some magical turnaround when the new electrics are launched, there's a solid chance Jaguar goes down in history as the greatest major global brand suicide in automotive history — and as a lesson for those who would consider following.

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Trump Overturns California’s Authoritarian Ban On Gas Cars

President Donald Trump overturned California’s authoritarian ban on gas-powered vehicles on Thursday, signing a resolution approved by Congress last month. California became the first state in the nation to pursue a phase-out of gas-powered cars, attempting to halt all new sales by 2035 and effectively force its citizens to purchase electric vehicles. After Trump’s move, […]

Auto industry makes a ‘big U-turn’ and cuts the cord on electric vehicles



Electric vehicles were the transportation of the future, until they weren’t.

General Motors has given up on its plan to put $300 million toward electric vehicle motor production and instead is nearly tripling that by putting $888 million into the latest V-8 engines — which not too long ago BlazeTV host Stu Burguiere believed were a thing of the past.

“The story is that GM is now investing in V-8 engines as it backpedals on EVs,” Burguiere tells journalist and automotive expert Lauren Fix. “Now, I bought a car that was supposed to be the last V-8 in this line from GM, thinking to myself, ‘Oh, well I’m going to have the last one, and it would be great to have that.’”

“She did what I call the big U-turn,” Fix says of GM’s CEO, Mary Barra. “She was in some Wall Street Journal conference the other day saying, ‘Oh, electric cars are the future. I still believe in them 100%.’”


“But on the other side, she put $888 million into a plant here in Buffalo, New York — the Tonawanda Engine facility, which is one of the original engine plants — and a total of $1.4 million into the Flint Engine plant to build V-8s, which they’re having issues with,” Fix explains.

“So, I think they need to figure out their V-8s and maybe reduce their electric vehicle footprint because while they’re continuing four more products coming out — as I’ve been saying ... this is a disaster,” she continues.

“I’ve been seeing — and tell me if this is just what I’m seeing on the internet, if this is real — I’m seeing cars with MSRPs of $60,000 being offered at lots, brand new, for $35,000 and $40,000 because they cannot get rid of them,” Stu says.

“That is 100% correct,” Fix says.

Want more from Stu?

To enjoy more of Stu's lethal wit, wisdom, and mockery, subscribe to BlazeTV — the largest multi-platform network of voices who love America, defend the Constitution, and live the American dream.

Congress Should Keep California From Dictating Environmental Rules To The Whole Country

Repealing Biden-era California waivers is an appropriate exercise of congressional powers against executive misinterpretation of the law.

Plugged in, checked out: The Dept. of Energy needs a reality surge



The Department of Energy needs a complete overhaul.

Congress established the DOE in 1977 in response to the 1973 oil crisis, consolidating a patchwork of energy-related programs under one roof. The department took over the management of nuclear programs, national research labs, and a variety of alternative energy efforts. Its 2025 budget tops $50 billion. It supports 14,000 employees and a staggering 95,000 contractors across 83 field locations.

The Department of Government Efficiency should scrutinize the DOE’s effectiveness like any other federal agency. But this department demands a different kind of review. The issue isn’t just waste or mismanagement. It’s mission.

Energy is the lifeblood of any advanced society. The DOE should pursue one overriding goal: making America energy-independent with a long-term strategy for cheap, abundant power. That’s not what it’s doing.

Yes, the energy sector should remain a free-market enterprise. But it’s also a national asset. Energy production and distribution are essential to American sovereignty, economic security, and global influence. That makes the DOE more than just another bloated bureaucracy — it’s a strategic liability unless restructured with purpose.

If the DOE can’t define that purpose, the DOGE must.

Rapid population growth, AI, crypto mining, robotics, and automation will all drive explosive demand for electricity.

One of the department’s core missions should be to secure American energy independence. This is not just good policy — it’s a national security imperative.

Wars are won or lost based on the ability to fuel military and industrial operations. If America can’t meet its own energy needs, it risks becoming dependent on hostile regimes that can — and will — weaponize energy supplies against us.

Previous administrations have sabotaged this mission. The DOE should not focus on environmental goals like reducing carbon emissions. Those objectives often conflict with the department’s strategic purpose. “Climate change” is not a scientific certainty — it’s an ideological construct. Sea levels have risen 400 feet over the past 20,000 years, submerging the ruins of countless ancient civilizations, and none of that was caused by human industry.

Yet the Energy Department continues to throw billions at preventing a hypothetical sea rise of just a few feet — this time supposedly caused by human activity. That’s not just wasteful; it’s dangerously off mission. Nearly 40% of recent DOE budgets have gone to renewables and carbon capture. That funding should be powering the country — not chasing climate fantasies.

It’s absurd. America holds vast fossil fuel reserves — thanks to innovations like hydraulic fracturing and horizontal drilling — that can provide cheap, reliable energy. These resources can make us energy-independent and globally competitive. The DOE should clear the way for fossil fuel extraction and pipeline construction, starting with permitting on federal lands and aggressive deregulation.

At the same time, the department should end all spending on alternative energy development — except nuclear.

The free market, not the federal government, should drive innovation. The DOE needs to stop subsidizing every corner of the energy industry, fossil fuels included. Government handouts distort markets, discourage competition, and reward political connections instead of performance. Cronyism, fraud, and corporate capture follow wherever subsidies go. A healthy, well-capitalized U.S. energy sector doesn’t need government favors — it needs government to get out of the way. Let consumers, not bureaucrats, decide the winners.

To sharpen its focus, the Department of Energy must shed every responsibility not central to its mission. Environmental policy belongs with the Environmental Protection Agency. Government-run electricity operations, such as the Tennessee Valley Authority, should be sold to private firms.

The DOE has no business in genomics. It should transfer its Human Genome Project work elsewhere. The Pentagon — not the DOE — should manage the nuclear weapons stockpile. The department should also end its subsidies for synthetic fuels like ethanol, which distort agricultural markets and drive up food prices. Many of its remaining research functions should be reassigned to the Defense Advanced Research Projects Agency or the National Science Foundation.

The department should also abandon appliance efficiency mandates that degrade performance, frustrate consumers, and increase costs.

It must reject the Biden administration’s bloated Green New Deal agenda, which has dragged the DOE into a fantasyland of bureaucratic overreach. The department should withdraw from the energy-related provisions of the Inflation Reduction Act, the Infrastructure Investment and Jobs Act, and related executive orders. These distractions must be repealed and the associated spending eliminated immediately.

The DOE needs to recognize the direction the world is headed: toward an electricity-dominated future. Electric vehicles are only the beginning. Rapid population growth, AI, crypto mining, robotics, and automation will all drive explosive demand for electricity. We’ll need fossil fuels to supply the grid for now — but that supply will become harder to access just as demand surges. The DOE must plan accordingly, not wander off chasing green illusions.

The coming surge in electricity demand cries out for a modern-day Manhattan Project — this time led by the Department of Energy. The DOE should lead a national effort to radically expand, modernize, and harden the electric grid. It must accelerate the development of small-scale nuclear fission reactors and push to make nuclear fusion commercially viable.

Nuclear energy — especially fusion — is clean, powerful, and virtually limitless. While the private sector should continue optimizing fossil fuel and alternative energy technologies, the DOE must draw up the blueprint for America’s energy future. It should clear regulatory obstacles that block meaningful progress.

So what should the DOGE do with the DOE? Strip away every distraction and narrow its mission to one goal: ensuring America has cheap, abundant, reliable energy. Everything else belongs on the chopping block.