Volkswagen stops building ID.4s in the US, has inventory "into 2027"

Volkswagen halted U.S. production of its ID.4 electric SUV, claiming enough inventory to last into 2027—a 36-month supply that signals catastrophic demand mismatch. For an automaker that invested $7 billion in North American EV infrastructure, this is less a pause and more a white flag on consumer appetite. VW's move exposes the gap between EV production capacity and actual buyer interest, even as competitors like Tesla continue to scale.