# US electric vehicle market competition > Live situation record from CLSTR: https://clstr.news/situations/us-electric-vehicle-market-competition > Updated: 2026-09-21T16:49:49.000Z. Sources: 7. Developments: 3. The United States electric vehicle (EV) market has seen shifting dynamics among major manufacturers. In the first half of 2025, Toyota reported a 136.3 percent surge in US battery-electric vehicle sales compared to the previous year, even as the broader EV segment experienced a decline, including a roughly 10 percent drop in Tesla sales. Toyota attributed this growth to an expanded lineup and the inclusion of NACS charging inlets. By the second quarter of 2026, Tesla experienced a market rebound, capturing 52 percent of all US EV sales. This growth occurred as Tesla’s market capitalization reached $1.2 trillion, coinciding with other American automakers exiting the EV market and restrictions being placed on Chinese EV manufacturers entering the United States. Despite previous concerns regarding the impact of Elon Musk’s political stances on the brand, Tesla maintains its dominant position in the American sector. ## Timeline ### 2026-09-21: Tesla captures 52% of U.S. electric vehicle market Tesla captured 52% of the U.S. electric vehicle market in Q2 2026, maintaining a $1.2 trillion market capitalization despite previous brand controversies. 3 sources. https://clstr.news/cluster/tesla-captures-52-of-us-electric-vehicle-market ### 2026-09-18: Tesla captures 52% of U.S. EV market amid rebound Tesla has rebounded to capture 52% of the U.S. electric vehicle market, reaching a $1.2 trillion market capitalization despite political controversies surrounding Elon Musk. 2 sources. https://clstr.news/cluster/tesla-captures-52-of-us-ev-market-amid-rebound ### 2026-09-03: Toyota sees 136 percent surge in US electric vehicle sales Toyota's US electric vehicle sales rose 136.3 percent in the first half of 2025, driven by an expanded lineup and NACS charging compatibility, even as broader US EV sales declined. 2 sources. https://clstr.news/cluster/toyota-sees-136-percent-surge-in-us-electric-vehicle-sales --- Cite as: US electric vehicle market competition. CLSTR, https://clstr.news/situations/us-electric-vehicle-market-competition