Mobility Global sees U.S. light-vehicle sales stuck below 17 million through decade-end
MBGL•Mobility Global forecasts U.S. light-vehicle sales of 16.1 million in 2026 and 16.4 million by decade-end, with affordability limiting demand recovery.
1. Sales and production outlook
Mobility Global expects U.S. light-vehicle sales to remain below the roughly 17 million annual pace seen before the pandemic, citing affordability as the main constraint. It projects North American battery-electric vehicle assembly will exceed 1 million units in 2027, while full-hybrid assembly will top 3 million, up 25% year over year, with hybrids near one-third of production by 2030.




