EV Market Shifts Again — Demand Slows, Recalls Rise, Prices Drop
About this episode
The latest episode dives into significant shifts in the EV market, highlighting Ford's decision to slow EV production due to declining retail demand, while fleet sales remain steady. Notable updates include Hyundai and Kia's advancements in over-the-air updates for their 2025 and 2026 models, and Tesla's recall of certain Model 3 and Model Y vehicles for power steering issues. The episode also covers the drop in gas prices and features exciting new vehicle reveals from the LA Auto Show, including performance EVs from Hyundai and Jeep.
Welcome back to Weekly Wheelhouse — Auto News. Simplified.
I’m Jim with Off the Shelf Rides, and in this episode we break down the top U.S. automotive stories you need to know this week.
Gas prices fall for the 8th straight week, with many areas seeing prices under $3 per gallon — including parts of Illinois.
Hyundai and Kia expand recall and OTA update coverage, addressing steering, ADAS, and vehicle performance improvements.
Ford slows EV expansion as U.S. retail EV demand softens, while hybrid demand continues to rise.
GM expands Ultium battery warranty protections across multiple EV models.
Plus highlights from the L.A. Auto Show, including new debuts from Hyundai, Nissan, Jeep, and Honda.
We also cover this week’s vehicle review, what I’m currently driving, and what’s coming next.
If this helped you stay informed, hit like, subscribe, and thanks for watching Weekly Wheelhouse!
2026 Toyota Prius Nightshade Review - https://youtu.be/LBktJcerjH0?si=eOse3bO-SwsffunH
My Review Channel - https://www.youtube.com/@offtheshelfrides
Ford Got Ford
"So let's get started. First up we've got Ford confirming its delaying certain EV investments in..."
The Ford GT is a super-fast sports car that looks really cool and is built for speed. It's a modern version of a famous race car from the past, showing off Ford's best engineering.
The Ford GT is a high-performance supercar that pays homage to the iconic Ford GT40 race car from the 1960s. Known for its cutting-edge technology and striking design, the GT is a symbol of Ford's engineering prowess and commitment to performance.
EV
"...confirming its delaying certain EV investments including the new battery plant scale-ups..."
An EV, or electric vehicle, is a car that runs on electricity instead of gas. They are better for the environment and can save money on fuel.
EV stands for electric vehicle, which is a type of vehicle that is powered entirely by electricity instead of gasoline or diesel. They are becoming increasingly popular due to their environmental benefits and lower operating costs.
retail EV demand
"...because U.S. retail EV demand has cooled for the second consecutive quarter."
Retail EV demand is how much people want to buy electric cars. If fewer people want them, car companies may slow down production.
Retail EV demand refers to the consumer market's interest and purchasing activity for electric vehicles. A decline in this demand can impact manufacturers' production plans.
Ford F150 Lightning
"Ford will keep the F-150 Lightning plant at a single shift through 2026. Hybrid demand is rising into the double digits and Ford is shifting product planning to meet it."
The Ford F-150 Lightning is an electric truck that is part of the F-150 family, which is known for being one of the best-selling vehicles in the U.S. It's designed to be environmentally friendly while still being useful for work and everyday driving.
The Ford F-150 Lightning is an all-electric version of the popular F-150 pickup truck, designed to offer both utility and sustainability. It represents Ford's commitment to electrification in their truck lineup.
hybrid
"Hybrid demand is rising into the double digits and Ford is shifting product planning to meet it."
A hybrid car uses both a gasoline engine and an electric motor. This helps it use less gas and produce fewer emissions, making it better for the environment.
A hybrid vehicle combines a traditional internal combustion engine with an electric motor to improve fuel efficiency and reduce emissions. Hybrids can operate on either power source or both simultaneously, making them versatile for different driving conditions.
Ford Ranger
"Ford is prioritizing the next generation of hybrid development for the F-150, Ranger, and Explorer."
The Ford Ranger is a smaller pickup truck made by Ford. It's designed to be tough and useful for various tasks, making it a popular choice for many drivers.
The Ford Ranger is a midsize pickup truck known for its versatility and capability. It has been a popular choice for both work and recreational use.
Ford Explorer
"... of hybrid development for the F-150, Ranger, and Explorer. Next, Hyundai and Kia are rolling out major over..."
The Ford Explorer is a popular SUV that can carry a lot of people and cargo. It's been around for a long time and is known for being practical and comfortable, especially for families.
The Ford Explorer is a midsize SUV that has been a staple in the American automotive market since its introduction in 1990. Known for its spacious interior and versatility, the Explorer is significant for its role in popularizing the SUV segment, and its recent hybrid development reflects the industry's shift towards more fuel-efficient vehicles.
over-the-air updates
"Next, Hyundai and Kia are rolling out major over-the-air update support for 2025 and 2026 models. This goes beyond infotainment."
Over-the-air updates are like software updates for your phone, but for cars. They let car companies fix problems and add new features without you having to go to a shop.
Over-the-air updates refer to the ability to wirelessly update a vehicle's software, allowing manufacturers to improve features and fix issues without needing a physical visit to a dealership. This technology enhances the user experience by providing continuous improvements.
ADAS
"ADAS lane centering, and adaptive cruise performance. 10 million vehicles globally will support full over-the-air update by 2026."
ADAS means Advanced Driver Assistance Systems. These are features in cars that help you drive safer, like keeping you in your lane or adjusting your speed automatically.
ADAS stands for Advanced Driver Assistance Systems, which are technologies designed to enhance vehicle safety and facilitate driving. These systems can include features like lane centering and adaptive cruise control, helping drivers maintain their lane and speed without constant manual input.
Tesla Model 3
"They have issued a U.S. recall for certain 2023 and 2024 Model 3 and Model Y vehicles that were assembled at the Fremont and Austin plants over intermittent loss of power steering assist."
The Tesla Model 3 is a popular electric car that is known for being fast and having a lot of technology. The 2023 and 2024 versions have some updates and fixes, including a recall for a steering issue.
The Tesla Model 3 is an all-electric sedan known for its performance, safety features, and advanced technology. The 2023 and 2024 models are part of Tesla's ongoing updates to improve vehicle functionality and address any issues, such as the recent recall for power steering problems.
Tesla Model Y
"They have issued a U.S. recall for certain 2023 and 2024 Model 3 and Model Y vehicles that were assembled at the Fremont and Austin plants over intermittent loss of power steering assist."
The Tesla Model Y is a smaller SUV version of the Model 3, also electric and packed with technology. The 2023 and 2024 models are getting some updates and have had a recall for a steering problem.
The Tesla Model Y is a compact electric SUV that shares many components with the Model 3. Like the Model 3, the 2023 and 2024 versions have received updates and recalls to address specific issues, ensuring safety and performance for drivers.
power steering
"that were assembled at the Fremont and Austin plants over intermittent loss of power steering assist. At low speeds, steering assist may briefly deactivate, but mechanical steering does remain functional."
Power steering makes it easier to turn the steering wheel in a car. If it stops working, it can be hard to steer, especially when going slow.
Power steering is a system that helps drivers steer the vehicle more easily by using hydraulic or electric actuators to assist in turning the steering wheel. If there is a loss of power steering assist, it can make steering more difficult, especially at low speeds.
steering assist
"At low speeds, steering assist may briefly deactivate, but mechanical steering does remain functional. The fix is a mix of over-the-air, mitigation, and hardware replacement for affected units."
Steering assist is a feature that helps you turn the steering wheel more easily. It makes driving smoother and helps when you're parking or going slow.
Steering assist refers to the technology that helps drivers turn the steering wheel with less effort. This can be provided through electric or hydraulic systems, making it easier to maneuver the vehicle, especially at lower speeds or during parking.
high-voltage battery
"GM expanded its high-voltage battery warranty language and degradation protection for the"
A high-voltage battery is what powers electric cars. It stores energy so the car can run longer without needing to recharge.
A high-voltage battery is used in electric vehicles to store energy and power the electric motor. These batteries are designed to provide a significant amount of energy for longer driving ranges and are crucial for the performance of electric cars.
Ultium platform
"2024 through 2026, Blazer EV, Equinox EV, and Cadillac Lyric using the Ultium platform."
Ultium is a type of technology that helps build electric cars. It allows different car models to share parts and technology, making it easier and cheaper to produce electric vehicles.
The Ultium platform is General Motors' flexible electric vehicle architecture designed to support a wide range of electric vehicles across different brands and segments.
Chevrolet Blazer EV
"2024 through 2026, Blazer EV, Equinox EV, and Cadillac Lyric using the Ultium platform."
The Blazer EV is an electric SUV from Chevrolet that doesn't use gasoline. It's part of a new trend of electric vehicles that are becoming more popular.
The Chevrolet Blazer EV is an all-electric version of the popular Blazer SUV, designed to offer modern technology and performance with zero emissions.
Cadillac Lyric
"2024 through 2026, Blazer EV, Equinox EV, and Cadillac Lyric using the Ultium platform."
The Lyric is Cadillac's first electric SUV, designed to be luxurious and high-tech while being environmentally friendly by using electricity instead of gas.
The Cadillac Lyric is an all-electric luxury SUV that showcases Cadillac's commitment to electric mobility and advanced technology.
Equinox EV
"2024 through 2026, Blazer EV, Equinox EV, and Cadillac Lyric using the Ultium platform."
The Equinox EV is an electric version of Chevrolet's Equinox SUV. It runs on electricity instead of gasoline, making it more environmentally friendly.
The Chevrolet Equinox EV is the electric version of the Equinox compact SUV, featuring advanced technology and sustainable performance.
Hyundai Ioniq 6N
"First off, we've got Hyundai showing off the Ioniq 6N at the LA Auto Show with up to 641 horsepower..."
The Hyundai Ioniq 6N is an electric car that was presented at a major auto show. It's designed for high performance and has a lot of advanced features.
The Hyundai Ioniq 6N is a high-performance electric vehicle (EV) showcased at the LA Auto Show, featuring advanced technology and impressive power output.
EGMP platform
"It's built on the EGMP platform with in-specific cooling and power delivery software."
The EGMP platform is a special base that Hyundai uses for its electric cars to make them perform better and have more space inside.
The EGMP (Electric Global Modular Platform) is Hyundai's dedicated platform for electric vehicles, designed to optimize performance, efficiency, and interior space.
0-60 time
"0-60 estimates are at 3.2 seconds, but the range and pricing are still to be announced."
0-60 time is how fast a car can go from not moving to going 60 miles per hour. It's a common way to show how quick a car is.
0-60 time refers to the time it takes for a vehicle to accelerate from a complete stop to 60 miles per hour, often used as a measure of performance.
Nissan Rogue
"...d $60,000. Next we have Nissan revealing the 2026 Rogue plug-in hybrid built on the same plug-in system a..."
The Nissan Rogue is a compact SUV that offers a lot of space and comfort for passengers. The new version will be a hybrid, which means it will help save on gas by using both electricity and gasoline.
The Nissan Rogue is a compact SUV that has gained popularity for its spacious interior, advanced safety features, and fuel efficiency. The introduction of the 2026 Rogue plug-in hybrid represents Nissan's commitment to expanding its hybrid lineup and providing more eco-friendly options.
Mitsubishi Outlander
"...uilt on the same plug-in system as the Mitsubishi Outlander. It delivers about 248 horsepower with up to 38 m..."
The Mitsubishi Outlander is a medium-sized SUV that can carry a lot of people and gear. It's also a hybrid, which means it can use both gas and electricity to help save on fuel.
The Mitsubishi Outlander is a midsize SUV that has been recognized for its versatility and family-friendly features. Built on the same plug-in hybrid system as other models, it offers a balance of power and efficiency, making it a noteworthy option in the growing hybrid market.
electric only range
"with up to 38 miles of electric only range and 420 miles of range total."
Electric only range is how far a car can go using just electricity without needing gasoline. It's important for people who want to drive on electric power as much as possible.
Electric only range refers to the distance a plug-in hybrid or electric vehicle can travel using only its electric motor before the gasoline engine is needed. This range is important for drivers who want to maximize electric driving.
horsepower
"It delivers about 248 horsepower with up to 38 miles of electric only range"
Horsepower is a way to measure how powerful a car's engine is. More horsepower usually means the car can go faster and accelerate quicker.
Horsepower is a unit of measurement for power, commonly used to describe the output of engines. It indicates how much work an engine can perform over time, affecting the vehicle's acceleration and top speed.
Jeep Recon
"...gue PHEV arrives in early 2026. This all-electric recon arrived with full specs combining Wrangler-style ..."
The Jeep Recon is a new electric SUV that can go off-road, which means it can handle rough terrain. It's designed to be tough like other Jeep vehicles but uses electricity instead of gas.
The Jeep Recon is an all-electric SUV that combines Jeep's legendary off-road capabilities with modern electric vehicle technology. Set to debut in 2026, it reflects the brand's commitment to sustainability while maintaining its rugged image.
kilowatt-hour
"a 94 kilowatt-hour battery with about 250 miles of range."
A kilowatt-hour is a way to measure how much energy a battery can hold. It tells you how long the battery can power a car before it needs to be charged again.
A kilowatt-hour (kWh) is a unit of energy used to measure the capacity of batteries. It indicates how much energy a battery can store and how long it can power a vehicle before needing a recharge.
torque
"comes with 650 horsepower, 620 pound-feet of torque, a 94 kilowatt-hour battery"
Torque is a way to measure how strong an engine is when it starts moving. More torque helps a car accelerate faster and is useful for off-road driving.
Torque is a measure of rotational force in an engine, affecting how quickly a vehicle can accelerate from a stop. High torque is especially beneficial for off-road driving and towing.
Honda Trailsport
"Honda updated the 2026 Pilot and Trailsport with a stronger grille design, new colors and improved cabin insulation."
The Honda Trailsport is a special version of the Honda Pilot that is made for driving on rough terrain. It has features that help it perform better off-road.
The Honda Trailsport is a trim of the Honda Pilot designed for off-road capability, featuring enhancements like a locking rear differential and all-terrain tires.
3.5-liter V6
"the Trailsport keeps the 285 horsepower 3.5-liter V6 tied to a 10-speed automatic transmission and all-wheel drive is standard on the Trailsport."
A 3.5-liter V6 engine is a type of engine that has six cylinders and is 3.5 liters in size. It gives the car a lot of power while still being efficient.
The 3.5-liter V6 engine is a six-cylinder engine with a displacement of 3.5 liters, known for providing a good balance of power and efficiency in vehicles like the Honda Pilot.
10-speed automatic transmission
"the Trailsport keeps the 285 horsepower 3.5-liter V6 tied to a 10-speed automatic transmission and all-wheel drive is standard on the Trailsport."
A 10-speed automatic transmission is a type of gearbox that automatically changes gears for you, helping the car to drive more smoothly and save fuel.
A 10-speed automatic transmission provides a wider range of gear ratios, allowing for smoother acceleration and improved fuel efficiency.
all-wheel drive
"and refined all-wheel drive tuning. It goes on sale December of 2025."
All-wheel drive means that all four wheels of a car get power from the engine, which helps the car grip the road better, especially in bad weather.
All-wheel drive (AWD) is a drivetrain configuration that provides power to all four wheels of a vehicle simultaneously. This enhances traction and stability, especially in adverse weather conditions or off-road scenarios.
Toyota Prius
"...ast week. And one is my review of the 2026 Toyota Prius Night Shade Plug-In Hybrid. Now I love the new de..."
The Toyota Prius is a car that uses both gasoline and electricity to help save on fuel. It's known for being very efficient and is often considered a good choice for people who want to be more environmentally friendly.
The Toyota Prius is a pioneering hybrid vehicle that has become synonymous with fuel efficiency and eco-friendliness since its debut in the late 1990s. The introduction of the 2026 Prius Night Shade Plug-In Hybrid showcases Toyota's commitment to advancing hybrid technology and appealing to a broader audience with stylish options.
19-inch gloss black wheels
"The 19-inch gloss black wheels look great."
The 19-inch gloss black wheels are big, shiny wheels that make the car look nicer and can help it handle better on the road.
The 19-inch gloss black wheels are a stylish upgrade that enhances the overall look of the vehicle. Larger wheels can improve handling and aesthetics, while the gloss black finish adds a modern touch.
Kia Niro
"Now this Prius has more horsepower and quicker acceleration than the Kia Nero plug-in hybrid. It gets over 40 miles of electric range."
The Kia Niro is a car that can run on gas or electricity, making it a good choice for those who want to save on fuel costs. It's compact and easy to handle, perfect for city driving.
The Kia Niro is a compact hybrid and electric vehicle that offers versatility and efficiency. It is designed to provide a practical alternative to traditional gasoline-powered cars.
electric range
"It gets over 40 miles of electric range. I think it's almost pushing 50 and I think if you get the smaller wheels you can get actually over 50 miles of electric range."
Electric range is how far a car can go using just electricity before it needs to be charged again. This is important for people who want to use less gas and be more eco-friendly.
Electric range refers to the distance a hybrid or electric vehicle can travel using only its electric power before needing to recharge or switch to gasoline. It is an important factor for potential buyers considering a hybrid or electric vehicle.
Honda Civic
"...ast week's Weekly Wheelhouse we covered the Honda Civic Recall where the wheels were falling off."
The Honda Civic is a small car that many people like because it's dependable and gets good gas mileage. There was recently a problem where some cars had issues with their wheels, which is why it's important to keep an eye on safety recalls.
The Honda Civic is a compact car that has been a favorite among drivers for decades due to its reliability, fuel efficiency, and sporty design. Recent discussions about a recall due to wheel issues highlight the importance of staying informed about vehicle safety and maintenance.
Honda Prelude
"...ffs. The new Telluride was released and the Honda Prelude also we covered small bits of that then I also di..."
The Honda Prelude is a two-door car that was popular for being fun to drive and stylish. Even though they don't make it anymore, many fans still appreciate its sporty look and feel.
The Honda Prelude is a sporty coupe that was produced from 1978 to 2001, known for its performance and innovative design features. Although it has been discontinued, it remains a beloved model among enthusiasts for its engaging driving experience.
2025 Lexus LC500
"...I also did cover my review of the 2025 Lexus LC500 convertible. That car was amazing..."
The 2025 Lexus LC500 is a fancy sports car that looks really good and drives fast. It's designed for people who want a luxurious experience while driving.
The 2025 Lexus LC500 is a luxury coupe known for its stunning design and powerful performance. It combines high-end features with a sporty driving experience, making it a standout in the luxury segment.
Hyundai Palisade
"...xt week. This week we're driving the 2026 Hyundai Palisade XRT Pro. So the Hyundai Palisade was completely r..."
The Hyundai Palisade is a large SUV that can fit a lot of people and has a lot of room for stuff. It's known for being nice inside and is great for families who need extra space.
The Hyundai Palisade is a midsize SUV that has gained attention for its upscale features, spacious interior, and family-friendly design since its launch in 2020. The 2026 model is expected to offer even more enhancements, making it a strong contender in the competitive SUV market.
Toyota Corolla
"...s of Lexus. Now next week we have the 2026 Toyota Corolla Hybrid SE coming in. So that is, I'm really excit..."
The Toyota Corolla is a small car that many people buy because it's reliable and doesn't cost too much to run. The new version coming out is a hybrid, which means it uses both gas and electricity to help save on fuel.
The Toyota Corolla is one of the best-selling cars in the world, recognized for its reliability, affordability, and fuel efficiency. The upcoming 2026 Corolla Hybrid SE is generating excitement as it combines these traits with hybrid technology for better fuel economy.
Toyota GR Corolla
"yet. I drove the GR Corolla but this is a little bit different and this is th..."
The Toyota GR Corolla is a sportier version of the regular Corolla, made for people who love to drive fast and enjoy a fun ride. It's designed to be more exciting and powerful than the usual Corolla.
The Toyota GR Corolla is a high-performance version of the standard Corolla, designed for enthusiasts who crave a sportier driving experience. It combines Toyota's racing heritage with modern technology, making it a topic of interest for those passionate about performance cars.
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