Global EV Sales Divergence

Europe EV sales up 33% (market share >25% in July), China down 5%, US down 27%, rest-of-world nearly doubled. OEMs recalibrate: Honda $15.7B write-off, Ford $2B Fathom, Stellantis Belvidere reopening. Heavy-duty road transport shows 66% fuel reduction possible. New evidence from China's EV pilot city program confirms policy effectiveness in boosting sales.