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Energy / Global trends

Electric cars reached a quarter of new sales, unevenly.

The IEA’s 2026 outlook records another year of electric-car growth, with sharply different shares across major markets.

Research edition. Reporting period: 2025 electric-car sales. Dates, observations, and forecasts are distinguished. This is a curated snapshot.
01 / THE EVIDENCE

What the sources establish

  • Electric-car sales grew 20% and exceeded twenty million in 2025.
  • They represented about one-quarter of all new car sales.
  • Shares approached 55% in China and 28% in Europe, versus under 10% in the United States.
02 / OUR INTERPRETATION

How to read the bigger picture

Sales momentum indicates adoption but not the replacement of the entire vehicle fleet. Affordability, charging access, regulation, and market composition help explain the different regional trajectories.

03 / LIMITS & UNCERTAINTY

What we should keep in view

  • New-sales shares are different from shares of vehicles already on roads.
  • Electric-car definitions include the categories used by the IEA.
  • Future adoption scenarios are not observed outcomes.
04 / SIGNALS TO FOLLOW

What would change the picture?

  • Compare vehicle-stock turnover with new-sales shares.
  • Track affordability and charging access across markets.
05 / OPEN KNOWLEDGE

Read, question, share.

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