Wire · operational-macro
More people are buying EVs in Southeast, while industry investments and jobs lag
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Fusion42 · 12 September 2026 · Fusion42 review
The Southeast US exceeded 1 million cumulative EV sales with a 25% year-over-year increase in new passenger EVs, but EV manufacturing investments and job growth declined for the first time in seven years amid market consolidation and federal policy uncertainty. The report highlights regional disparities in EV adoption and notes growth in charging infrastructure despite slower commercial EV sales and federal tax credit expiration impacts.
This Wire brief sits within Fusion42's coverage of Micromobility.
◆ ◆ The Wire takeaway
EV demand is rising fast in the Southeast, but investment and jobs are dropping due to market shifts and policy uncertainty, signaling a cautious market for EV supply chain startups. You need to navigate stalled job growth and federal credit changes to capture emerging gaps in commercial EV and charging services.
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1 source · 12 Sep 2026
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