EV sales fell in the first quarter, largely because of weakness in those two giant markets. EV growth is spreading fastMore than 90 countries recorded year-over-year EV sales growth during the first half of 2026. The extra inventory could push global sales even higher, particularly in emerging markets where affordable Chinese models are already gaining ground. The IEA says government and auto industry responses to the crisis could give EV sales another boost. Countries can help drivers move away from volatile oil prices, or they can follow the US and pull support just as the rest of the global EV market accelerates.