(https://www.cnbc.com/2026/07/01/q2-auto-sales-gm-stellantis-toyota-hyundai.html) with EV demand specifically tanking. This isn't a supply chain hiccup or a pricing anomaly—this is a demand signal. The automakers betting on EV mix shift to drive margin expansion just got handed a reminder that adoption timelines are stretching, and macro headwinds (credit costs, rate stickiness) are squeezing buyer appetite.

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