While it is unclear whether we will see continued growth in EV sales overall, "van life" presents an interesting place for EV sales to grow. A big challenge with existing vans is the retrofitting of a functioning electrical system. While their range is still low, EV vans present an interesting opportunity to make a more elegant experience possible. One of the more interesting options is the VW ID Buzz. I am uncertain if sales will turn around here, but I expect this to be a canary in the coal mine of sorts for the wider EV "van life" market.

An interesting detail relevant to this market in particular is the fact VW is discounting this model to move more units. Given this dynamic, it is more likely that 5,000 units could be reached (as opposed to the 1,900 of Q1 2025). That said, it is unclear how tariffs will affect the sales of the Buzz.