Gas Cars Fall Below 50% of Global New Car Sales for the First Time

"Gas cars are now a minority of the world's new car sales," reports Electrek. Gasoline-only vehicles made up 49% of global new-vehicle sales in the first half of 2026, down from 73% in 2021, according to Mobility Global data first reported by Nikkei. It's the first time on record that they've been under half. But there's a catch: most of the cars taking their place still have a gas tank... [The share of gas-only vehicles] fell three points in a single year, from 52% to 49%. Battery-electric vehicles grew 12% to 6.87 million units and took 17% of the market, up three points. Conventional hybrids grew 10% to 7.27 million units, or 18%... [T]he rest is diesel, plug-in hybrids and a few minor fuels. Nikkei ties the acceleration to oil. Fuel prices spiked with the conflict in the Middle East, and buyers went looking for lower running costs. The whole car market shrank about 5% in the first half, according to the IEA, so gas-only sales fell twice as fast as the market. Gas car sales dropped the most in China, down 26%, followed by Europe at 13%... Mobility Global has battery-electric sales up 32% in Europe to 1.81 million, up 81% in Southeast Asia to 350,000, and more than doubling in Oceania to 110,000... Yoshiaki Kawano, an associate director at Mobility Global, told Nikkei that few EV buyers go back to gasoline cars or hybrids. He expects demand based on "genuine consumer needs rather than subsidies" to grow as prices come down... [Hybrids] outsold battery-electric vehicles in the first half, 7.27 million to 6.87 million... Only the 17% that's battery-electric burns no fuel at all. So about 83% of the new vehicles sold in the world this year still came with an engine. The article notes that U.S. hybrid sales were up 23%, reaching a record 16.3% of vehicles sold in the second quarter of 2026, while the share of ICE vehicles went down. Gas-only cars went from 73% to 49% of the market in less than five years, and nothing in the data suggests they're getting that share back. The last time gasoline wasn't on top was the early 1900s, when steam and electric cars outsold it in the US. I hate seeing media headlines claiming that "EV sales are down" and that "EV growth has stalled." The data is clear: that's true in the US, but only in the US. The rest of the world is moving to electric vehicles, and it is not slowing down.

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