Sources: same as above. Δ shown in percentage points.
Sales plots
Click a card to zoom · hover dots for values
2024 in stone, 2025 in ink, 2026 in crisis red. Each card plots one country's monthly BEV registrations on a shared Jan→Dec axis. Sort and filter to compare regimes.
Pipeline note: US LDV uses Cox Automotive's monthly forecast (which is built off BEA data delivered via the Federal Reserve's seasonal factors).
The primary feed is BEA's monthly auto/light-truck series, surfaced through FRED ALTSALES (SAAR, updated twice monthly: preliminary at start of month, revised ~day 20).
Major auto-industry trackers source from this same BEA pipeline.
US EV market — model-level: March vs April 2026
Sourced from each OEM's primary April 2026 US sales press release. Brand totals roll up family models (e.g., Toyota Group = Toyota + Lexus). Click any source link to see the official PR.
Sanity check (LDV × share): 1,360K LDV (Cox/BEA) × 5.6% est. EV share = 76K. Result agrees with primary method, but the EV market often moves independently of the broader auto market — using LDV as a check, not the base.
Hyundai Motor Group 6,840 leads US BEV (Hyundai 4,667 + Kia 2,077 + Genesis 96). IONIQ 5 reclaims #1 non-Tesla model.
Toyota Group −28% MoM after a strong March: bZ −27%, RZ −34%.
Subaru +18% MoM — only verified-monthly brand growing in April, on the back of two new launches (Uncharted EV 519, Trailseeker 406).
Ford +29% MoM — both Mach-E and F-150 Lightning rebounded off a soft March.
Three brand-new April launches (Subaru Uncharted, Subaru Trailseeker, Toyota bZ Woodland) added 1,001 fresh units of supply.
Q1 2026 US EV total: 216,399 (−27% YoY). Cox EV Market Monitor April aggregate + Tesla US April estimate due ~May 15. Honda + Mazda April reported (Honda Prologue −28.5% YoY, Mazda MX-30 zero — effectively discontinued).
Model-level trajectory · 28 months
US key BEV models — monthly 2024 → April 2026
Six high-volume US BEV models tracked monthly. Most show the same shape: Sep 2025 federal-tax-credit-sunset spike, Oct 2025 cliff, then a 2026 reset. Mach-E + IONIQ 5 have clean monthly data from manufacturer releases (28/28 months); Toyota bZ has the worst public monthly granularity (Toyota only reports quarterly for bZ).
202420252026 YTD
Data sources: GoodCarBadCar (Mach-E, F-150 Lightning), CarFigures.com (IONIQ 5), Hyundai Motor America / Kia America / Subaru of America / Ford Motor Company / Toyota Motor North America monthly press releases. Where monthly granularity isn't published (Toyota bZ, parts of F-150 Lightning), values are derived from quarterly totals + known reference months. Series cross-checked against published quarterly totals.
Global April 2026 BEV estimate — running (region-built)
Region-by-region build of BEV-only using confirmed country data. PHEV and HEV are not tracked by this site (policy decision 2026-05-13). Baseline: March 2026 ≈ 1.14M BEV. Last refreshed 2026-05-13.
March 2026 BEV anchor: Global BEV ~1,140,000. April 2026 BEV estimate: ~1,081K (-5% MoM, +8.1% YoY). PHEV not tracked on this site.
Region
Mar 2026 BEV
Apr 2026 BEV
MoM
YoY
Method / status
🇪🇺 Europe (32 markets)
~300,000
~260,000
−13%
+~28%
17 confirmed (DE 64K · UK 39K · FR 36K · BE 14K · DK 14K · IT 13K · NO 11K · SE 10K · ES 9.7K · NL 9.6K · AT 7.1K · PT 5K · CH 4.7K · IE 2.8K · FI 2.8K · PL 2.6K · CZ 1.7K) = ~248K. Residual ~12K (Slovakia/Hungary/Romania/Greece/Turkey/etc).
Internal panel-MoM 4-OEM. Cox EV Market Monitor April expected this week (~May 15).
🌏 Rest of World
~135,000
~166,000
+23%
+~55%
Korea ~37.6K (Kia EV 13.9K + Hyundai 5.7K + KAIDA imports 18.3K) · Vietnam 24.8K · India e-4W 23.3K · Brazil 17.5K · Australia 15.5K · Japan 6.9K · Malaysia 5.9K · Colombia 5.2K · HK 1.6K · NZ 1.1K · AR 0.7K · Mexico est · others ~6K.
📊 Global BEV total (estimate)
~1,140,000
~1,081,000
−5%
+8.1%
Sum of regions. YoY vs proprietary April 2025 baseline (not shown). Range 1,060-1,100K.
📊 Global EV total (BEV+PHEV) — for context
~1,590,000
~1,442,000
−9%
−5.6%
BEV 1,081K + PHEV ~361K (China firm 192K · Europe ~115K · US ~22K · LatAm ~19K · RoW Asia ~10K · Other ~3K). EV total YoY −5.6% vs BEV +8.1% confirms PHEV is dragging the bundle down — China PHEV −25% YoY is the biggest single drag.
Methodology — v9 refresh (May 13):
Anchor on March 2026: ~1.14M BEV.
April BEV region-by-region: Europe ~260K (17 verified ~248K + small residual). China 579K firm (CPCA retail final). US ~76K (panel-MoM). RoW ~166K (Korea 37.6K + Vietnam 24.8K + India 23.3K + Brazil 17.5K + AU 15.5K + Japan 6.9K + Malaysia 5.9K + Colombia 5.2K + HK 1.6K + smaller). Sum: ~1,081K April BEV (-5% MoM, +8.1% YoY).
YoY computation: BEV +8.1% (our 1,081K vs a proprietary April 2025 BEV baseline, not shown). EV total (BEV+PHEV) −5.6% (our 1,442K vs a proprietary April 2025 EV baseline). The +8.1% vs −5.6% divergence is the PHEV-drag signal — BEV is growing while the bundle is shrinking. Cross-check: industry aggregator BEV-only April 2026 figure ~1.1M independently matches our bottom-up within ±2%.
Wholesale vs retail wedge (China): CAAM wholesale BEV 905K vs CPCA retail BEV 579K = ~326K wedge, ~36% of wholesale BEV is exports. The full-year export pivot in China is the structural story.
What's load-bearing: Korea (MOTIE pending), US-Cox (this week), Europe residual (~10K), Vietnam VinFast headline (only OEM data, no industry-wide). Total sensitivity ±25K. Pending: MOTIE Korea (~May 19-20), Cox US (~May 15), Schmidt EU rollup (12-20 May), ACEA EU official (May 27).
Aggregator cross-check (BEV-only): Industry-aggregator BEV-only April figure ~1.1M matches our bottom-up ~1.08M within ±2%.
China EV exports — March 2026
BYD monthly + CAAM national (via CnEVPost)
Trajectory:2024*20252026 YTD*derived from each 2025 PDF's YoY%
China NEV exports, Mar
349K
+139.9% YoY (CPCA passenger). Includes BEV + PHEV + EREV.
China BEV exports, Mar
183K
52.3% of NEV exports (CPCA). BEV-only.
China PHEV exports, Mar
154K
44% of NEV exports (CPCA explicit). Up from 35% same period a year ago.
China EREV exports, Mar
~13K
~3.7% of NEV exports (residual after BEV 52.3% + PHEV 44%).
1 in 2
Chinese car export was an NEV, Mar
50% — 349K of 695K total passenger car exports (CPCA, +14pp YoY). Breakdown of total: BEV 26% (183K) · PHEV 22% (154K) · EREV 2% (13K) · ICE 50% (346K).
51.5% — 848K NEV / 1,648K total passenger retail (CPCA Mar 2026). NEV penetration crossed half for the third consecutive month after first hitting 50%+ in late 2025. BEV alone = 568K / 1,648K = 34.5% (1 in 3).
Top destinations, Feb 2026 (latest disclosed)
Brazil
45.9k
UK
22.8k
Belgium
20.7k
Italy
17.6k
Thailand
14.4k
Germany
12.9k
CPCA Feb 2026 NEV passenger destination ranking. Brazil sits ~2× the next biggest. March-only split not in the April CPCA PDF — destination breakdowns lag ~6 weeks (next set publishes early May).
Highest-growth importers, Feb 2026
Italy
+1,128%
Germany
+488%
Brazil
+411%
Korea
+271%
UK
+107%
YoY growth, computed from CPCA Feb 2026 vs Feb 2025 (CPCA gave absolute YoY increments: Brazil +37k, Italy +16k, UK +12k, Germany +11k, Korea +9k). Italy explosion: tariff arbitrage + dealer pre-positioning ahead of EU CBAM.
China's #2 NEV exporter. Of Geely's 127K total wholesale NEV: ~75K domestic + 52K overseas (~41% headed abroad — same export-intensity as BYD).
Top NEV exporters, Mar
BYD 33%
CPCA passenger NEV exports, March 2026. Hover any segment for unit count. Top 8 brands = 87% of China's 349K total NEV exports.
BYD's 2026 NEV export target
1.5M
raised from 1.3M (publicly announced Jan 2026) → 1.5M signaled to analysts Mar 30, 2026 after BYD's 2025 full-year report
Chinese-brand share of UK car market
13.5%Mar '26
2024 est.20252026 YTD
Mar '26 = MG+BYD+Polestar+Jaecoo+Omoda 51,239 ÷ SMMT 380,627. Big Sep '25 / Dec '25 spikes are plate-change + year-end push. 2024 + H1 2025 = est. blending brand annuals with confirmed Mar '24 (4.0%) and Mar '25 (7.5%) anchors. H2 2025 + 2026 = calc from industry tracker + SMMT.
Hover any highlighted country for status detail. BYD operates 8 factories / assembly partnerships (China + Thailand + Hungary + Brazil + Indonesia + Turkey + Uzbekistan + Pakistan CKD); ~80+ countries with active sales. Recent moves: Mexico plant shelved July 2025 (US tariff pressure); Canada cut Chinese-EV tariff 100%→6.1% Jan 2026 with 49K-car quota — BYD scouting 20 dealerships starting Toronto. Blocked: US (passenger cars), Iran, N. Korea, Syria. Russia: selling (Chinese brands filled the post-2022 Western OEM void; sanctions create payment friction but not a sales block). Refresh as new market entries are announced.
Source: CPCA (中国汽车流通协会乘用车市场信息联席会) March 2026 monthly passenger-car analysis PDF — saved locally. CAAM cross-check: NEV exports 371K (CAAM industry-wide, includes commercial vehicles) vs CPCA 349K (passenger-only). BYD self-reports 120,083 overseas vs CAAM's 116,882 — same definition gap. Destination-country splits not disclosed on Chinese side.
China domestic auto market — March 2026
Monthly passenger-car retail by fuel type — CPCA 月度分析 (Jan 2025 → Mar 2026)
Total passenger retail, Mar
1,648K
−14.4% YoY · −15.0% per CPCA. Q1 cumulative 4,226K, −17.4% YoY. Post-purchase-tax-exemption hangover plus late CNY drag.
NEV retail, Mar
848K
51.5% penetration (+0.3pp YoY). NEV retail itself fell 14.4% YoY in absolute terms — but kept share. The math: ICE retail dropped roughly the same.
BEV retail, Mar
~515K
−12% YoY per CPCA (BEV retail growth note). 60.8% of NEV mix; PHEV 30.8% (~261K), EREV 8.4% (~71K). BEV held up better than PHEV (−24%) and EREV (−6%).
HEV (普混) wholesale, Mar
102K
+17% YoY · +95% MoM. HEV share jumped to 6.2% of total retail in Mar 2026 (vs ~4% steady through 2025) — Toyota-led traditional hybrid is the clearest beneficiary of the NEV-tax-cliff hangover.
Pure ICE retail, Mar
~698K
−18% YoY (= total retail − NEV retail − HEV wholesale). Chinese passenger diesel is <2% of pure ICE — this band is effectively all petrol. 42% of total retail and shrinking faster than NEV.
Monthly retail mix by fuel type — % of total
Pure BEVEREVPHEVHEVPure ICENEV/non-NEV line
The NEV/non-NEV boundary (white line) climbed from 41.5% in Jan 2025 to 51.5% in Mar 2026. Even through the early-2026 absolute-volume contraction (the deep cliff at right is the post-tax-exemption + late-CNY drop), NEV held its share of the smaller pie. The pure-ICE block visibly thins; the BEV block doesn't. The thin grey HEV strip — Toyota's traditional 普混 — held a steady ~4% slice through 2025, then expanded to 6.2% in Mar 2026 as buyers walked away from the now-tax-loaded NEVs. Sub-NEV split (BEV / EREV / PHEV within the red bands) uses CPCA wholesale shares applied to NEV retail.
Absolute monthly retail by fuel type (K units)
TotalNEVBEVPure ICEHEV
Total retail peaked at 2.26M in Dec 2025 (last month before the EV-purchase-tax exemption sunset on 31 Dec 2025), then collapsed to 1.03M in Feb 2026 (CNY trough) and recovered to 1.65M in Mar 2026 — still −14.4% vs Mar 2025. The "EVs in trouble in China" narrative requires noticing that pure ICE dropped −18% YoY in March while NEV dropped −14.4% and BEV only −12%. The HEV line — flat-as-a-rail at 70-90K all year — kicks up to a 17-month high 102K in Mar 2026, the cleanest single-line read of the post-tax-cliff trade-down: buyers who can no longer dodge the 10% purchase tax on a NEV are rotating into Toyota and Honda hybrids rather than paying the same tax on a pure-petrol model.
Source: CPCA monthly 月度分析 全国乘用车市场分析 PDFs, Jan 2025 → Mar 2026 (15 issues, saved locally in sources/). Total retail and NEV retail are CPCA-reported retail (零售). BEV / PHEV / EREV split inside NEV uses CPCA wholesale share (批发结构: 60.8% BEV / 30.8% PHEV / 8.4% EREV in Mar 2026) applied to NEV retail volume — CPCA does not separately publish a retail-side BEV/PHEV/EREV breakdown. HEV (普通混合动力 / 普混) is published by CPCA as wholesale (批发) only, not retail; we use the wholesale series (74→52→102K in Jan-Feb-Mar 2026) as a retail proxy because dealer-inventory swings on a ~80K/month line are small relative to NEV/ICE swings. Pure ICE = total retail − NEV retail − HEV wholesale; Chinese passenger diesel is <2% of pure ICE so the dark band is effectively all petrol. Penetration figures (e.g. NEV 51.5%) and YoY % are CPCA's published retail-side numbers.
Tesla vs BYD — April 2026 by country
Verified country-level Tesla April registrations from primary national agencies (compiled by Reuters May 4 + national press releases). BYD where reported.
BYD 273,448 · Fang Cheng Bao 29,138 · Denza 11,250
—
BYD official disclosure
April Tesla in Europe — Reuters compile (May 4) + KBA/SMMT confirmations (May 7+):
Up: Germany 3,149 (+256%, best DE April ever), UK 831 (+62%), France 1,829 (+112%), Sweden 429 (+116%, Model Y 413 + Model 3 16), Denmark +102%, Netherlands 469 (+23%)
Down: Italy 422 (−5.4%), Spain 301 (−47.3%), Portugal −33%, Norway ~379 (Model Y 326, −61%) — Norway driver: VAT-exemption threshold cut from 500K to 300K NOK Jan 2026, sits below Model Y (435K) and Model 3 (333K) prices
Asia: S. Korea 13,190 (Model Y alone 10,086 — first imported single-model >10K monthly), Japan 1,041 (+~200%, #5 imported brand YTD)
YTD across 11 monthly-reporting markets: 10 up, only Netherlands down (~−18% YTD)
April BYD outside China:
Europe: UK 5,059 (+101.5%, BYD into UK top-10 brands), Germany 4,705 (record, ~+300%)
Asia: S. Korea 2,023 (first month >2K, Dolphin 800 + Sealion 7 621), Malaysia 1,413 (#2 EV brand)
Pacific: Australia 7,702 brand total (+140%, #2 overall — Sealion 7 top BEV at 1,780)
LatAm: Brazil #1 retail brand (BYD King 1,365 beat Corolla in mid-size sedans), Argentina BYD Dolphin Mini #1 BEV
Australia April top-10 EVs: BYD Sealion 7 1,780 #1, Geely EX5 1,202, Zeekr 7X 973, Tesla Model Y 822 (#34 overall — typical quarter-start dip; Mar was 2,818), Kia EV5 794, BYD Atto 3 664, BYD Atto 2 660, MG MG4 522, Toyota bZ4X 483, BYD Dolphin 445. BYD has 4 of top 10 EVs.Compiled from country-level registration agencies. Tesla is 100% BEV by design. BYD figures shown above are brand totals (mixed BEV + PHEV) where the agency reports it that way — Korea KAIDA splits BEV-only (2,023), Australia mixes BYD's BEV (Sealion 7 1,780 + Atto 3 + Dolphin) with PHEV (Sealion 6 PHEV, Shark 6 PHEV pickup), UK/Germany BYD lineups are mostly-BEV but include some PHEV. This site tracks BEV-only by policy; brand-total figures are kept for cross-reference but are not BEV pure. Tesla publishes global quarterly. BYD publishes monthly — a 1-page sales-volume announcement on HKEX (stock 1211) on the 1st of each month.
Newsfeed
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Key data point
Source
Country panels
Per-country detail · driver pulled from sales table
Used EV signals — March 2026
Where the fuel-shock demand is landing in the secondary market