DAILY: EV Enquiries Jump Again, US EV Sales Get ‘Reset’ and VW Says Lessons Learned | 13 Apr 2026
About this episode
EV News Daily tracks a surge in EV interest tied to higher fuel prices and geopolitical shocks, with UK, Germany, France, Spain, and parts of Europe showing big jumps in online inquiries. In the US, EV sales fell 27% year-on-year in Q1, prompting talk of a “reset” after federal tax-credit-driven demand. Volkswagen admits it “lost its core” with its EV lineup and plans a naming/usability overhaul. Tesla Cybertruck sales look weak, while Slate’s funded EV truck program pushes ahead. Elsewhere: Xiaomi courts Spain, Germany debates looser emissions rules, Kia hits 100k UK EV sales, and EV rentals rebound in Europe.
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EV ENQUIRIES JUMP AS FUEL PRICES SPIKE https://evne.ws/4sy2vtL
US EV SALES DROP 27% IN Q1 https://evne.ws/3Q5K0iJ
VOLKSWAGEN ADMITS ITS EVS LOST THE PLOT https://evne.ws/4ckUm5B
VOLKSWAGEN Q1 DELIVERIES FALL 4% https://evne.ws/41yNOeT
CYBERTRUCK US SALES HIT NEW LOW https://evne.ws/4tGywAF
SLATE AUTO RAISES $650 MILLION https://evne.ws/4eennCI
SÁNCHEZ COURTS XIAOMI AS SPAIN EYES EV ROLE https://evne.ws/4c8b7SR
GERMANY SEEKS SOFTER EU EMISSIONS RULES https://evne.ws/4tJ05cy
GERMANY PUSHES TO WEAKEN EU CO₂ RULES https://evne.ws/4t8nSTl
KIA PASSES 100,000 UK EV SALES https://evne.ws/4cs0IAx
POLESTAR POSTS BEST-EVER FIRST QUARTER https://evne.ws/41rJuhB
EUROPCAR UK EV RENTALS JUMP 93% https://evne.ws/4moeFnk
Capital One
"Capital One's tech team isn't just talking about multi-agentic AI. They are already deployed one. It's called Chat Concierge and it's simplifying car shopping."
Capital One is a big bank/financial company. Here, they’re using AI to help people shop for cars and set up things like test drives and financing.
Capital One is a major U.S. financial services company that also builds customer-facing technology. In this segment, they’re using AI to streamline parts of the car-buying journey like finding vehicles, scheduling test drives, and handling financing steps.
Chat Concierge
"It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love."
Chat Concierge is an AI chat tool that helps you with car shopping. It can help you line up a test drive and start the financing process, and it can estimate what your current car might be worth.
Chat Concierge is an AI assistant used by Capital One to support car shopping. It’s described as using reasoning plus live API checks to help with tasks like scheduling test drives, getting pre-approved financing, and estimating trade-in value.
online car marketplaces
"Online car marketplaces in the United Kingdom, Germany, France and Spain have all been talking about how more people are looking for electric vehicles."
These are websites where people shop for cars online. For EVs, they can show how many people are actively looking and asking about electric models.
Online car marketplaces are digital platforms where buyers search listings, compare prices, and request information. In EV reporting, they’re often used to track demand via search volume, inquiry rates, and lead generation.
mobile.de
"Take Germany, mobile.de, the country's largest online car market place. They recorded a greater than 50% jump in EV inquiries last month in March versus February."
mobile.de is a popular car-shopping website in Germany. If it sees more EV inquiries, that suggests more people there are starting to consider electric cars.
mobile.de is Germany’s large online used/new car marketplace. When it reports a jump in EV inquiries, it’s a data point about rising consumer interest in electric vehicles within Germany.
Volkswagen Id3
"The chief executive said high fuel prices were a catalyst for the E-Auto Boom, the Volkswagen ID.3, the most searched battery electric vehicle on the site. Diesel prices in Germany are two euros fifty, that's two pounds fifteen pence."
The Volkswagen ID.3 is an all-electric hatchback. Instead of using gasoline, it uses a battery and an electric motor. The podcast mentions it because people are searching for it a lot, especially when fuel prices rise.
The Volkswagen ID.3 is a battery-electric hatchback and one of Volkswagen’s early volume EV models. In the podcast, it’s referenced as the most searched battery-electric vehicle on the site, and the discussion ties EV interest to high fuel prices in Germany. That makes it relevant to EV news because it reflects consumer attention and demand drivers for electric cars.
CarWow
"Here, CarWow reporting a 30% increase in EV inquiries between February and March. A big jump, that's on their UK, Spain and German businesses in the UK."
CarWow is a website/app where people shop for cars and request info. If their numbers jump, it usually means more people are looking at EVs.
CarWow is an automotive shopping platform that tracks consumer interest and inquiry activity. When it reports inquiry changes, it’s reflecting how quickly buyers are moving toward EVs.
AutoScout24
"...seeking BEVs as used car alternatives and AutoScout24 reported EV demand up 40% in Germany, Austria and Italy. It said petrol and diesel sales were down or flat in some markets."
AutoScout24 is a website where people browse and search for cars. If their EV demand rises, it usually means more shoppers are actively looking for electric cars.
AutoScout24 is a major European online car marketplace. Demand metrics from such platforms can reflect real consumer behavior—like more people shopping for EVs rather than just reading about them.
BEVs
"...Julien Henri Blanchet, said drivers reacted immediately to the war, seeking BEVs as used car alternatives and AutoScout24 reported EV demand up 40% in Germany, Austria and Italy."
BEV means a fully electric car that doesn’t use gasoline. It charges from electricity and drives on battery power.
BEV stands for Battery Electric Vehicle—cars that run only on electricity stored in onboard batteries. In the transcript, it’s used to describe buyers switching to EVs as alternatives to used internal-combustion cars.
federal tax credit
"In Q3 last year, buyers were rushing to secure the federal tax credit before it expired, driving EVs to a 10.6 share of new vehicles last quarter in Q1."
The federal tax credit is a government discount for certain electric cars. When people think it’s going away, they may buy sooner—then sales can dip after it ends.
The “federal tax credit” is a government incentive that can reduce the effective price of qualifying EVs. The transcript links it to a surge in buying before expiration, which then leads to a drop afterward.
Alpine A106
"In Q3 last year, buyers were rushing to secure the federal tax credit before it expired, driving EVs to a 10.6 share of new vehicles last quarter in Q1. That had dropped from a 10.6 to a 5.8 share."
The Alpine A106 is an electric car model. The podcast talks about it in relation to people buying EVs quickly because a government tax credit was about to end. That timing can strongly affect which EVs sell during a short period.
The Alpine A106 is an electric vehicle model associated with the Alpine brand, and it’s discussed in the context of EV adoption and incentives. The podcast mentions buyers rushing to secure a federal tax credit before it expired, which helped drive EVs to a higher share of new vehicles. The A106 comes up as one of the EVs benefiting from that incentive-driven buying window.
Cox Automotive's Kelly Blue Book
"...suggests the post-incentive contraction has stabilised Cox Automotive's Kelly Blue Book, called Q1 a necessary reset. The Cox Automotive Director of Industry Insights, Stephanie Valdez-Streety, said Q1 reflected a market in transition."
Cox Automotive is a big auto-industry data company, and Kelly Blue Book is a familiar name for car pricing and market info. When they say the market needs a “reset,” they’re describing a change in buying behavior.
Cox Automotive is a large automotive data and services company, and Kelly Blue Book (KBB) is its well-known vehicle pricing and market-intelligence brand. Their commentary is often used to interpret sales trends and market conditions.
Thomas Schaefer
"The CEO, Thomas Schaefer, said Volkswagen had, and I quote, lost its core with its EV lineup. Mr. Schaefer said the problem ran through the whole package."
Thomas Schaefer is Volkswagen’s top executive. Here, he’s explaining why VW thinks its electric cars aren’t meeting customer expectations.
Thomas Schaefer is Volkswagen’s CEO mentioned as the source of the comments about VW’s EV lineup. In corporate EV strategy discussions, CEO statements often signal shifts in product planning and brand positioning.
Volkswagen Id4
"...ing a Volkswagen experience. He said the ID3 and ID4 ranked among Volkswagen's best-selling EVs, but t..."
The Volkswagen ID.4 is an all-electric SUV. It runs on a battery instead of gasoline, and it’s designed for everyday driving and family use. The podcast mentions it because it’s been selling well for Volkswagen.
The Volkswagen ID.4 is a battery-electric compact SUV built on Volkswagen’s ID electric platform. The podcast highlights it as one of Volkswagen’s best-selling EVs, which is significant because it’s a major volume model for the brand’s electric push. It often comes up in EV coverage due to sales momentum and how it fits into mainstream EV demand.
Volkswagen Polo
"And the Chinese can't come in with the Volkswagen Passat or a Polo. And so the idea of Volkswagen binning an entire company history of name plates,"
The Volkswagen Polo is a smaller VW model that many people recognize. It’s included here to show that VW has famous model names across the lineup, not just one model.
The Volkswagen Polo is VW’s smaller, popular model line in many markets. Mentioning Polo alongside Golf and Passat highlights how deep VW’s “name plate” strategy goes across different vehicle sizes.
dieselgate
"They were drawing a line in the sand post dieselgate. They wanted to move forward."
“Dieselgate” was a major scandal involving Volkswagen and emissions rules. The speaker is saying VW used that moment to change direction and branding as part of rebuilding trust.
“Dieselgate” refers to Volkswagen’s emissions-cheating scandal that came to light in 2015. The speaker connects it to VW’s decision to rebrand and move forward with new EV naming and strategy.
plug-in hybrid
"What have you got? The plug-in hybrid version or the electric version? No, it doesn't really matter."
A plug-in hybrid can drive using electricity like an EV, but it also has a gas engine as backup. You can charge it at home, but you’re not limited to only electric range.
A plug-in hybrid (PHEV) is a car that can run on both an electric motor (using a battery you charge from a plug) and a conventional engine. It’s often positioned as a bridge between gasoline and fully electric driving.
Volkswagen Tiguan
"[607.5s] It's the Volkswagen Tiguan. [609.1s] And what's the powertrain?"
The Volkswagen Tiguan is a popular compact SUV. The discussion here is about Volkswagen’s EV strategy and how they’re still using the “ID” name on future versions.
The Volkswagen Tiguan is a compact SUV from Volkswagen. In this segment, the hosts are discussing how Volkswagen is keeping the “ID” branding while talking about the Tiguan’s electrified direction.
Tesla cyber truck
"[653.5s] All right, let's talk cyber truck. [655.0s] A new data coming out today showing Tesla sold only 3519 cyber trucks in the entire first [664.1s] quarter of the year."
The Tesla Cybertruck is Tesla’s electric pickup truck. They’re talking about how many were sold recently and noting the drop compared with earlier periods.
The Tesla Cybertruck is Tesla’s angular, all-electric pickup. The host is citing new sales data showing how many were sold in the first quarter, and how that compares to prior quarters.
first quarter of the year
"[655.0s] A new data coming out today showing Tesla sold only 3519 cyber trucks in the entire first [664.1s] quarter of the year. [665.5s] The weakest U.S. quarter for the model since 2023 ever actually."
The “first quarter” is the first three months of the year. Companies use it to report sales so you can see whether demand is improving or falling.
“First quarter of the year” is the same as Q1—sales and deliveries are often reported this way to show trends and seasonality. In EV news, these quarterly snapshots are used to judge demand and how quickly models are gaining or losing momentum.
pre-orders open in June
"Pre-orders open in June this year. They'll reveal official pricing and the add-on options."
Pre-orders let customers reserve a vehicle before it’s actually delivered. It also helps the company estimate how many people want it.
Pre-orders are customer reservations placed before the vehicle is officially available. They can help a new EV program gauge demand and sometimes fund early production planning.
base model
"The base model, the blank slate, will be priced in the mid-20,000s."
The base model is the cheapest version you can buy. It usually has fewer features than higher-priced versions.
The base model is the lowest-cost configuration offered at launch, typically with fewer included features. Here, the host says Slate’s base model is targeted at a mid-$20,000 price range.
Xiaomi
"We'll talk a little bit about Xiaomi and Germany and Kia at a big milestone. Stick around back in a moment."
Xiaomi is best known for phones and other electronics, and it’s also getting involved with EV plans. The interesting part is how a tech company’s approach to products and software could influence how EVs are built and sold.
Xiaomi is a consumer electronics company that has been expanding into EV-related efforts, which is notable because it brings hardware manufacturing and software integration experience into the automotive space. In EV news, Xiaomi is often discussed in the context of how non-traditional tech firms approach vehicle platforms and production partnerships.
Kia
"We'll talk a little bit about Xiaomi and Germany and Kia at a big milestone. Stick around back in a moment."
Kia is a big car brand from South Korea. In EV coverage, it usually means they’re working on electric cars or partnering to build them in new places.
Kia is a major Korean automaker that has been ramping EV production and partnerships globally. When Kia is mentioned alongside other companies/countries, it often signals collaboration on manufacturing, platform development, or market expansion.
Xiaomi SU-7
"...was presented with a red SU-7, that's the sedan, the new one, [1055.4s] and was presented with a red SU-7, that's the sedan, the new one, [1055.4s] and was presented with a red SU-7, that's the sedan, the new one, the updated one, I should say."
Xiaomi is building electric cars too, and the SU-7 is their electric sedan. The speaker is saying someone toured the factory and saw a red SU-7 there.
The Xiaomi SU-7 is Xiaomi’s first mass-market electric sedan. In the segment, it’s described as “the red SU-7” and positioned as the company’s new (or updated) model during a factory visit.
Vehicle sales outside China, 2027
"The company's also fixed a date for its next step. [1104.6s] Vehicle sales outside China, 2027, they say. [1108.8s] So we could well see some Xiaomi's appearing in Spain."
Xiaomi is saying it plans to start selling cars outside China in 2027. That matters because it means they’ll need to set up distribution and support in those countries.
This refers to Xiaomi’s planned timing for starting EV sales beyond its home market (China). For listeners, the key takeaway is that the company is setting a specific international rollout target, which affects supply chains, dealer/service planning, and local regulations.
synthetic fuels
"...either hydrogen, powered with renewables, or these so-called synthetic fuels that many people think are the saviour of combustion, and they want them counted as zero emissions, even though they're combustion fuels..."
Synthetic fuels are made using renewable electricity to create a fuel you can burn in a regular engine. The debate is whether they should be treated as “zero emissions” even though the car still burns fuel.
Synthetic fuels (often called e-fuels) are combustion fuels made using renewable energy, typically converting captured carbon and hydrogen into liquid hydrocarbons. The controversy here is whether they should be counted as “zero emissions” in policy terms even though they are still burned in an engine.
Kia EV5
"But anyway, Kia picking out the EV5, which is a very good car, as their 100,000th EV in the UK."
The Kia EV5 is one of Kia’s electric cars. They’re talking about it because it’s tied to a big milestone for how many EVs Kia has sold in the UK.
The Kia EV5 is a mid-size electric SUV that Kia is using as a headline model in the UK. In this segment, it’s specifically mentioned as Kia’s 100,000th EV in the UK, highlighting how Kia is building momentum with EV volume.
Polestar
"Now Polestar delivered over 13,000 cars in Q1, their strongest first quarter to date, deliveries up 7% year on year."
Polestar is the electric-car company in this story. They’re talking about how many cars Polestar delivered and which countries are doing well for them.
Polestar is the EV brand being discussed in terms of delivery performance and regional strength. The segment uses Polestar’s quarterly deliveries to illustrate how EV demand is shifting across markets.
Q1 deliveries
"Now Polestar delivered over 13,000 cars in Q1, their strongest first quarter to date, deliveries up 7% year on year."
Q1 deliveries means how many cars were delivered in the first three months of the year. It’s a way to measure real sales momentum.
“Q1” means the first quarter of the year (January–March). Delivery figures are a key metric for EV brands because they reflect actual vehicle movement to customers, not just orders or production.
Polestar 7
"...and the Polestar 7, a small electric SUV."
Polestar also plans to add the Polestar 7, which is described as a small electric SUV. That’s a different body style that usually appeals to people who want more space and a higher driving position.
The Polestar 7 is described as a small electric SUV that Polestar plans to add to its lineup. SUV variants often broaden the target audience and can affect sales mix versus Polestar’s existing sedan/wagon-style offerings.
EV battery health testing
"Test EV, Navaloo's trusted partner for independent EV battery health testing in Australia and New Zealand."
Battery health testing checks how worn out an EV battery is. It helps you estimate how much range you can still expect and whether the battery is in good shape.
EV battery health testing measures battery degradation and condition, often estimating usable capacity and identifying issues. It’s especially useful for used EV shopping and for fleets that want to manage residual values and charging performance.
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