From Cybertruck to Model S: Every EV Killed Off in 2026

US EV deliveries fell 20.5% in the second quarter of 2026, and the casualty list keeps growing: Tesla's Cybertruck, Model S and Model X, the Honda Prologue, Volvo's EX30 and EX40, and BMW's i4 and iX have all been canceled or phased out this year.

The turning point came in September 2025, when the federal $7,500 tax credit for US-made EVs ended, according to Business Insider's tracking. Q2 2026's 20.5% drop, per Cox Automotive, followed a 27% decline in the first quarter and a 36% plunge in the final quarter of 2025. By the end of 2025, Ford had ended F-150 Lightning production, Nissan axed the Ariya, Acura stopped building the ZDX, and Volkswagen paused the ID. Buzz until 2027.

The shakeout isn't a wholesale retreat, analysts say. "It's a part of many legacy automakers retooling their EV strategies," Morningstar analyst Seth Goldstein told Business Insider. "A lot of automakers are going back to the drawing board. They're looking to discontinue unprofitable EVs and replace them with more affordable, long-range EVs."

Which models are gone?

• Hyundai Ioniq 6 Standard: Hyundai confirmed the Korean-built sedan is discontinued in the US. It sold just 229 units in February, its final full month, while the Ioniq 5 topped 30,000 this year. "Without enough sales to justify US production, the numbers just don't add up for Hyundai," said Sam Abuelsamid, vice president of market research at Telemetry. A limited run of Ioniq 6 N performance models will still ship.
• Hyundai Kona Electric: Imports of the 2026 model, which started around $33,000, were paused in February. It could return for 2027.
• Kia Niro EV: Discontinued in the US, InsideEVs reports. Imported from Kia's Hwaseong plant in South Korea, it faced tariffs and slowing sales. Kia didn't comment.
• Tesla Model S and Model X: Elon Musk said the $94,990 Model S, Tesla's first ground-up vehicle from 2012, is headed for an "honorable discharge." The $99,990 Model X ends production in Q2 2026. Musk once called it a "Fabergé egg" for its complicated falcon-wing doors. "We're really moving into a future that is based on autonomy," Musk said, calling the decision "slightly sad." The production lines will now build Tesla's Optimus robots.
• Kia EV6 GT and EV9 GT: Kia confirmed the performance trims are delayed "until further notice" due to "changing market conditions." Other trims, built in West Point, Georgia, stay on sale.
• Volvo EX30 and EX40: Volvo confirmed both are discontinued in the US. The sub-$35,000 EX30, first planned for China then Belgium, fell to tariffs. The EX40, launched in 2019 as the XC40 Recharge, gets "significant updates" in other markets. Volvo pivots to the EX60, promising up to 400 miles of range, this summer.

What about Honda and the Germans?

In March, Honda canceled the 0 Series Saloon and SUV — its first internally developed EVs, planned for Marysville, Ohio, at around $50,000 — after booking a $15.7 billion loss in its EV division. It also scrapped the Acura RSX EV, unveiled production-ready in August, and the Sony joint-venture Afeela, killed months before Ohio production was set to start. "Honda confirmed production of the Prologue will end at the completion of the 2026 model year," a spokesperson said; sales run through early 2027 on inventory. That leaves Honda with no US EV for 2027.

BMW ends i4 production by late 2026 and discontinues the iX in the US (it continues in Europe), replacing both with "Neue Klasse" models — an i3 sedan targeting 440 miles and the iX3 SUV arriving this summer. "We remain fully committed to electrification in the US," a BMW spokesperson told BMW Blog.

Porsche drops the Taycan Cross Turismo and Sport Turismo wagons for 2027; the company said they played a "minor role" in sales. The refreshed Taycan sedan gets a larger battery and a NACS charging port. Mercedes confirmed the EQE sedan, the Mercedes-AMG EQE and the Maybach EQS 680 SUV won't reach the 2027 model year, replaced by EVs wearing familiar names like the CLA, GLB and C-Class.

Why is Polestar leaving the US?

Polestar must stop selling new 2027-model vehicles in the US after the Commerce Department denied it an exemption under the Connected Vehicle Rule, which restricts cars with software tied to China or Russia. Polestar, majority-owned by China's Geely, can still sell existing inventory. Sister brand Volvo received authorization in May. "The automotive industry is entering a new phase, based on regional dynamics," CEO Michael Lohscheller said.

The biggest cut came in early November, when Musk posted on X that Tesla would "be winding down production" of the Cybertruck by mid-2027. He once predicted 250,000 annual sales; Cox Automotive data shows an estimated 76,000 units sold over three years. "Stopping production of the Cybertruck will have almost no impact on Tesla going forward," said David Meier, senior investment analyst at The Motley Fool. With Honda and Acura going EV-less in 2027, the market's next test is whether the cheaper, longer-range replacements can reverse the post-tax-credit slump.