I read this from my colleagues in one major publication and I was shocked: "According to the IEA, transport is electrifying at an unprecedented rate: sales of electric vehicles have increased by 60% over the past nine months."
It's kind of a fantasy, to say the least.
Colleagues, in the text you refer to, there is an important clarification that makes your thesis a little less fantastic: "In the last nine months, sales of electric vehicles outside of China have increased by 60%." This is something you can still believe in. The key here is "was".
Even in the European Union, in the first three quarters, according to ACEA, sales of "pure" electric vehicles increased by 48.5%, and of plug-in hybrids by 18.6%. In Europe as a whole this figure is lower. And only if we start comparing September 2026 to September 2025, then precisely in Europe (the European Union and the United Kingdom) the increase in "clean" electric vehicles was 59.9%.
In the US (the third largest electric vehicle market), sales fell 25.2% over nine months. And in the first largest market, namely China, this figure decreased by 8.6%. But even after this reduction, 54.3% of all electric vehicles were sold in China.
Global growth in January - September 2026 was 5.8%.