Charging Infrastructure, Access and Fleet Economics
Key Questions
How many unsold NEVs does China currently have?
China reports 3.43 million unsold new energy vehicles. Domestic deliveries fell 13% in H1 2026 while exports rose 150%.
What share of Europe’s PHEV market do Chinese brands now hold?
Chinese PHEVs captured 27.3% of Europe’s PHEV market in H1 2026. This pushed VW’s Tiguan PHEV from first to fourth place.
Why is Volkswagen calling for higher tariffs on Chinese PHEVs?
VW CEO Oliver Blume cited Chinese brands taking significant market share. The company wants the EU to impose additional tariffs.
How are used EV prices trending in the U.S.?
Used EV sales rose 20.3% year-over-year while prices increased 7%. Lease returns and expiring tax credits are contributing factors.
What growth did Europe see in June 2026 EV registrations?
Europe recorded 270,000 EV registrations, up 60.7% year-over-year. Germany’s BEV share reached 24.8% in the first half.
Which markets showed strong EV sales growth recently?
Australia saw EV sales rise 120% and India grew 25%. Egypt’s market expanded 244% in Q1 2026.
What is California’s MyFirstEV program offering?
The program provides a $3,500 instant rebate for first-time zero-emission vehicle buyers. It aims to boost adoption amid affordability concerns.
How many leased EVs are expected to return in 2026?
Approximately 500,000 leased EVs are due for return. Analysts estimate this could result in up to $1 billion in residual value losses.
Public and fleet charging investment is expanding through Minnesota’s $41.2 million NEVI round, NSW kerbside support, and a New York–New Jersey port initiative pairing up to $39 million in zero-emission truck vouchers with $5 million for charging hubs. New charger-utilization evidence suggests more plugs may matter more than higher peak power, though the data comes from Kempower and needs independent validation. Reliability, rural gaps, grid capacity, affordability and interoperability remain unresolved.