Nissan killed the Ariya after three years. Ford lost $13 billion on EVs since 2023. And Scotty Kilmer predicted this exact collapse five years ago.
Most people laughed. Automotive journalists called him a dinosaur. The industry said he didn't understand the future.
But in January 2026, something strange is happening. His predictions are coming true. Not all of them—but enough that we need to pull the real data and figure out what's actually going on.
I spent two weeks analyzing sales figures, depreciation studies, manufacturer financial reports, battery research from MIT and Recurrent, and federal tracking from NHTSA. What I found isn't what either the EV evangelists or the EV skeptics want to hear.
The 2026 EV market isn't collapsing. But it's not thriving either. It's recalibrating. And if you own an EV or you're thinking about buying one, this analysis could save you $30,000—or help you make the smartest purchase decision of your life.
⏱️ VIDEO CHAPTERS:
0:00 — The 2026 EV Market Reality: What Changed?
2:20 — Nissan Ariya Discontinued: The Real Reason Why
5:45 — Ford's $13 Billion Bloodbath: The Math Doesn't Work
9:20 — Global EV Sales vs North America: The Shocking Split
12:35 — Depreciation Data: Where Scotty Was Absolutely Right
16:00 — The Hertz Disaster: $2.9 Billion Lost on Teslas
18:50 — Toyota Hybrids: Why They're Dominating in 2026
21:55 — Battery Chemistry Truth: The Engineering Nobody Talks About
24:20 — Final Verdict: What Should You Do in 2026?
🎯 WATCH NEXT — COMPLETE YOUR RESEARCH:
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→ Is 0W-20 Oil KILLING Your Engine? Scotty Kilmer Explains WHY!
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→ Scotty Kilmer's 17 Worst Cars You Should NEVER Buy (2025)
• Scotty Kilmer Reveals the 17 Worst Cars Yo...
📊 WHAT YOU'LL LEARN:
✅ Why Nissan discontinued the Ariya after just 3 years
✅ How Ford loses $52,000 on every F-150 Lightning sold
✅ Real depreciation data: EVs lose 49.1% vs 40% for gas cars
✅ Why Hertz dumped 30,000 Teslas at catastrophic losses
✅ Battery degradation truth: 1–2% annually, not the disaster predicted
✅ Why Toyota hybrids depreciate 34–39% vs 49% for EVs
✅ The exact buyer profile where EVs make financial sense
✅ 2026 used EV buying strategy: avoid $15,000 mistakes
🔬 RESEARCH SOURCES:
Ford Earnings Reports (Q3 2025) | Cox Automotive Analysis | Recurrent Battery Study | iSeeCars Depreciation Data | NHTSA Federal Tracking | BloombergNEF Forecast | Rho Motion EV Report | SAE Battery Research
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► ABOUT ONLY CARS:
We analyze vehicles the way engineers do—focusing on long-term reliability, total cost of ownership, and real-world data. Our goal: help you avoid expensive mistakes by breaking down manufacturer reports, SAE research, and federal data.
No hype. No brand bias. Just engineering-based automotive truth for car owners who want informed decisions.
⚠️ DISCLAIMER:
Educational purposes only. Data sourced from publicly available manufacturer reports, industry research, federal tracking, and peer-reviewed studies current as of January 2026. Not financial advice. Conduct your own research and consult professionals before purchasing decisions.
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Contact: [email protected]
Production: 60+ hours research | Multi-source verification | Engineering-focused
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