Illustration: Aïda Amer/Axios

The flurry of high-profile electric vehicle rollouts lately makes it easy to look past a big problem for the sector: tepid consumer demand means it's unclear when the EV age will begin in earnest, at least in the U.S.

Driving the news: Several recent stories underscore how drivers remain cautious about ditching gas pumps for plugs — even as automakers make big bets on bringing a slew of new models to market.

Why it matters: Year-end sales data tells the story of a sector struggling to find footing once you look past the big year by Tesla (which by the way saw its valuation hit $100 billion in trading yesterday before receding).

  • This Los Angeles Times story, citing Edmunds data, notes that 325,000 electric and plug-in hybrid vehicles sold in the U.S. last year, down from 349,000 from 2018.
  • “The number of battery-electric models available more than doubled last year, but EV sales didn’t budge much. That’s troubling,” AlixPartners' Mark Wakefield tells the paper.
  • Sales also slumped badly in China, the world's biggest auto market, starting in the middle of last year when the government slashed incentives.

The intrigue: Bloomberg points out that Tesla saw record sales last year, but cautions that the Silicon Valley company's success isn't spilling over into the wider EV market — yet.

  • "Look at every other corner of the U.S. auto industry — the world’s most valuable automaker, dealers, consumer surveys and market forecasts — and a more ominous picture emerges," they report.
  • A growing number of models will be fighting for space in what will remain a small market for a while. Jeff Schuster of the firm LMC, quoted in Bloomberg, says of the EV future, "It’s a long road and there definitely could be some carnage along the way.”
  • A Wall Street Journal story this week features pessimistic comments from Subaru officials.

What we're watching: Whether the sluggish sales and policy headwinds in the U.S. and China are enough to substantially change long-term global forecasts.

  • The research firm BloombergNEF studies the EV future especially carefully and tends toward the bullish side, seeing major growth as battery prices fall.
  • Its last big outlook projected that annual global passenger EV sales will reach 10 million in 2025 and 28 million in 2030. The next one arrives in May.

Go deeper: Electric vehicles face an uncertain policy landscape in 2020

Go deeper

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15 states broke single-day coronavirus records this week

Data: Compiled from state health departments by Axios; Map: Danielle Alberti/Axios

At least 15 states broke their single-day novel coronavirus infection records this week, according to state health department data reviewed by Axios.

The big picture: The number of coronavirus cases increased in the vast majority of states over the last week, and decreased in only two states plus the District of Columbia, Axios' Andrew Withershoop and Caitlin Owens report.

Updated 7 hours ago - Politics & Policy

Coronavirus dashboard

Illustration: Aïda Amer/Axios

  1. Global: Total confirmed cases as of 3 p.m. ET: 11,143,945 — Total deaths: 527,681 — Total recoveries — 6,004,593Map.
  2. U.S.: Total confirmed cases as of 3 p.m. ET: 2,818,588 — Total deaths: 129,584 — Total recoveries: 883,561 — Total tested: 34,213,497Map.
  3. States: Photos of America's pandemic July 4 ICU beds in Arizona's hot spot reach near capacity.
  4. Public health: U.S. coronavirus infections hit record highs for 3 straight days.
  5. Politics: Trump extends PPP application deadlineKimberly Guilfoyle tests positive.
  6. World: Mexican leaders call for tighter border control as infections rise in U.S.
  7. Sports: 31 MLB players test positive as workouts resume.
  8. 1 📽 thing: Drive-in movie theaters are making a comeback.
7 hours ago - Health

In photos: America celebrates July 4 during global pandemic

Photo: Francine Orr/Los Angeles Times/Getty Images

The U.S. has already celebrated Easter, graduations and so much more during the coronavirus pandemic, and now it can add July 4 to the list.

The state of play: Axios' Stef Kight writes public parades and fireworks displays around much of the country are being canceled to prevent mass gatherings where the virus could spread. Hot-dog contests and concerts will play to empty stands and virtual audiences — all while American pride treads an all-time low.