Global EV and PHEV sales rose 6 percent year over year in April. Europe carried the gains as Italy, France, and Germany surged. China’s domestic market shrank 17 percent year to date in 2026. The global plug-in market keeps tilting in odd directions. Demand for battery-electric and plug-in hybrid cars is up worldwide, almost entirely on the back of Europe, while the two markets that used to lead the charge are losing altitude. According to data released by Benchmark Mineral Intelligence (BMI), roughly 1.6 million EVs and PHEVs were sold globally in April. That works out to a 6 percent year-over-year gain, though it represents a 9 percent step down from March, when subsidy expirations and climbing fuel prices pulled buyers forward. Europe is doing most of the lifting. Read: Global EV Sales Just Fell 11%, But Carmakers Found A Surprising Backup Plan European plug-in sales slipped 24 percent from March but jumped 27 percent against April last year, with just over 400,000 units moved. Italy nearly doubled its volume, while France climbed 36 percent, and Germany rose 33 percent. The war in Iran has fed into the trend as well, with EV and PHEV sales running up 19 percent year-on-year in January and February before the conflict, then accelerating to 30 percent growth across March and April. A growing number of vehicles from Chinese brands across the region have also contributed to strong demand. This year, 22 percent of all plug-in cars sold in Europe were produced in China, despite being subjected to tariffs. North America Falls Things are very different in North America. Total EV and PHEV sales have slipped 25 percent year-to-date, while in Mexico they’re down 50 percent. In total, an estimated 120,000 EVs and PHEVs were sold in North America in April, down 28 percent from last year. Through the first four months of 2026, total sales sat at roughly 450,000 units. The introduction of the Electric Vehicle Affordability Program in Canada may help to boost sales throughout the rest of this year. Global EV And PHEV Sales RegionApr-26Y-o-YM-o-MYTDYTD-26 vs YTD-25China850,000-8%-1.0%2.8 million-17%Europe400,00027%-24.0%1.6 million26%North America120,000-28%-9.0%450,000-25%RoW240,000110%-4.0%840,00089%Global1.6 million6%-9.0%6 Million-0.20% SWIPE Sales have also dropped in China. Year-to-date, they’re down 17 percent to around 2.8 million, with the decline largely concentrated in the smaller vehicle segments due to subsidy adjustments introduced earlier this year. In total, roughly 850,000 EV and PHEV models were sold in China in April, down 8 percent from last year. Chinese automakers have made up for the domestic shortfall by shipping abroad. Between January and April, 1.4 million EVs and PHEVs left the country for export markets, more than double the same period in 2025. The cars are still being built. They are just increasingly being driven somewhere else.
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