全球EV展望2026：增长销售于能源危机中

Growing sales amid an energy crisis INTERNATIONAL ENERGYAGENCY The IEA examines thefull spectrumof energy issuesincluding oil, gas andcoal supply anddemand, renewableenergy technologies,electricity markets,energy efficiency,access to energy,demand sidemanagement and muchmore. Through its work,the IEA advocatespolicies that willenhance the reliability,affordability andsustainability of energyin its32Member countries,13Association countriesand beyond. IEAAccessioncountries: IEAMembercountries: ChileColombiaCosta RicaBrazilIsraelRomania AustraliaAustriaBelgiumCanadaCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJapanKoreaLatviaLithuaniaLuxembourgMexicoNetherlandsNew ZealandNorwayPolandPortugalSlovak RepublicSpainSwedenSwitzerlandRepublic of TürkiyeUnited KingdomUnited States IEAAssociationcountries: ArgentinaChinaEgyptIndiaIndonesiaKenyaMoroccoSenegalSingaporeSouth AfricaThailandUkraineViet Nam This publication, as well asany dataand map includedherein,are without prejudiceto the status of orsovereignty over any territory,to the delimitation ofinternational frontiers andboundaries and to the nameof any territory, city or area. The EuropeanCommission alsoparticipates in thework of the IEA Source: IEA.International Energy AgencyWebsite: www.iea.org Abstract TheGlobal EV Outlookis an annual publication that identifies and assesses recentdevelopments in electric mobility across the globe. Combining analysis of historical data with projections, the report examines keyareas of interest, such as the deployment of electric vehicles and charginginfrastructure,battery demand,and key policy developments in major andemerging markets. It also considers the implications of growing EV adoption forelectricity and oil consumption, as well as greenhouse gas emissions. Amid the ongoing energy crisis sparked by the conflict in the Middle East, thisedition includes early monthly data for 2026 and considers potential implicationsof the crisis for policy and market development. It also includes analysis of theaffordability of electric cars and the manufacturing and trade of electric cars, trucksand their batteries, along with a special chapter on automotive technology trendsrelated to software and artificial intelligence. The report is complemented by updated versions of two online tools: the GlobalEV Data Explorer – which now includes vehicle price data in selected markets –and the Global EV Policy Explorer. These tools allow users to interactively exploreEV statistics, projections and policy measures worldwide. The report is developed with the support of members of the Electric VehiclesInitiative (EVI); the United Nations Environment Programme also supported theexpansion of this year’s Policy Explorer. Acknowledgements, contributorsand credits TheGlobal EV Outlook 2026was prepared by the Energy Technology Policy(ETP) Division of the Directorate of Sustainability, Technology and Outlooks(STO) of the International Energy Agency (IEA). The project was designed anddirected by Timur Gül, Chief Energy Technology Officer. Araceli Fernandez Pales,Head of the Technology Innovation Unit, provided strategic guidance throughoutthe development of the project. Elizabeth Connelly co-ordinated the analysis andproduction of the report. The principal IEA authors were (in alphabetical order): Oskaras Alšauskas,Giovanni Andrean, Jannik Braun, Joseph Donovan, Hannes Gauch, MathildeHuismans, YuJin Jeong, Teo Lombardo, Vera O’Riordan, Apostolos Petropoulosand Jules Sery. Leonardo Paoli contributed to the uncertainty analysis related totheenergy crisis.Caroline Robert contributed to the analysis of financialimplications of delays in the construction and opening of electric vehicle chargingstations. Leonardo Collina contributed to the analysis of the implications of the EUAutomotivePackage proposal on“low-carbon”steel demand.Michael Drtilcontributed to the analysis on grid upgrade costs. Ottavia Valentini contributed tothe analysis of regulatory and market readiness for operationalising vehicle-to-gridcapabilities. Eric Buisson and Shobhan Dhir contributed to the analysis on miningneeds and critical mineral availability for electric vehicle demand. Celeste delVecchio, Tiffanie Laborie-Bousquet, Rebecca McKimm, Keishi Takada and IvoWalinga contributed to the research on EV supportive policies and automakerelectrification plans. Alexandre Gouy, Axel Norden Fürdös, Julien Radet andAndrew Ruttinger provided targeted support to the project. Valuable insights and feedback were provided by senior management and othercolleagues from across IEA, including Laura Cozzi, Tim Gould, Dan Dorner, TorilBosoni, Dennis Hesseling, Brian Motherway, Alessandro Blasi, Thomas Spencer,Stéphanie Bouckaert, Hugh Hopewell, Shobhan Dhir, Shane McDonagh, AnthonyVautrinand Jacques Warichet.Per-Anders Widell,Charlotte Bracke andBérengèreMerlo provided essential support throughout the process.OliviaNapper supported figure design. Lizzie Say