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1 in 4 vehicles sold globally last year were EVs, and they are >50% of the monthly sales in China, the largest market in the world. EVs are mostly solved, even

1 in 4 vehicles sold globally last year were EVs, and they are >50% of the monthly sales in China, the largest market in the world. EVs are mostly solved, even though they will continue to rapidly improve, both range and charging infrastructure. Norway is at ~100% monthly EV sales, other countries will get there eventually. Importantly, we should expect to go faster as EV sales reach a point where combustion sales have declined to a level where they can no longer support combustion vehicle manufacturers as a going concern. Peak global combustion auto sales occurred in 2017. https://news.ycombinator.com/item?id=47459145 https://news.ycombinator.com/item?id=47459145 (citations)

storus 7mo ago
The trend is clear but right now they aren't able to replace ICE cars due to what I mentioned above. Either they lack range/recharging convenience or they don't but are too expensive. They need a few more years of scaling or EU to stop penalizing Chinese EVs.
nomel 7mo ago
That 25% is including ICE. From the reference: > “Electric cars” include battery-electric and plug-in hybrid vehicles
- toomuchtodo 7mo ago
  ICE =! NEVs (which includes BEVs and PHEVs, with BEVs still the majority). If folks want to buy PHEVs until BEVs steamroll them, whatevs, the BEV cost decline and uptake curves speak for themselves. Combustion isn't getting cheaper anytime soon. https://cleantechnica.com/2026/02/03/global-ev-sales-leaders-2025-top-markets-powertrains/ https://cleantechnica.com/2026/02/03/global-ev-sales-leaders... https://www.iea.org/reports/global-ev-outlook-2025 https://www.iea.org/reports/global-ev-outlook-2025 https://ourworldindata.org/grapher/share-car-sales-battery-plugin https://ourworldindata.org/grapher/share-car-sales-battery-p... https://ourworldindata.org/grapher/car-sales https://ourworldindata.org/grapher/car-sales
  - nomel 7mo ago
    Hybrid contain an ICE, and are fully propelled by an ICE on the freeway (after some small miles). Their sale includes a fully operational ICE, often functionally independent. ICE is an acronym for internal combustion engine, a type of engine, not a type of car. ICE are used in all sorts of non car things. But you're correct that an ICE car is not an NEV car, which I never claimed.

storus 7mo ago

The trend is clear but right now they aren't able to replace ICE cars due to what I mentioned above. Either they lack range/recharging convenience or they don't but are too expensive. They need a few more years of scaling or EU to stop penalizing Chinese EVs.

nomel 7mo ago

That 25% is including ICE. From the reference: > “Electric cars” include battery-electric and plug-in hybrid vehicles

toomuchtodo 7mo ago
ICE =! NEVs (which includes BEVs and PHEVs, with BEVs still the majority). If folks want to buy PHEVs until BEVs steamroll them, whatevs, the BEV cost decline and uptake curves speak for themselves. Combustion isn't getting cheaper anytime soon. https://cleantechnica.com/2026/02/03/global-ev-sales-leaders-2025-top-markets-powertrains/ https://cleantechnica.com/2026/02/03/global-ev-sales-leaders... https://www.iea.org/reports/global-ev-outlook-2025 https://www.iea.org/reports/global-ev-outlook-2025 https://ourworldindata.org/grapher/share-car-sales-battery-plugin https://ourworldindata.org/grapher/share-car-sales-battery-p... https://ourworldindata.org/grapher/car-sales https://ourworldindata.org/grapher/car-sales
- nomel 7mo ago
  Hybrid contain an ICE, and are fully propelled by an ICE on the freeway (after some small miles). Their sale includes a fully operational ICE, often functionally independent. ICE is an acronym for internal combustion engine, a type of engine, not a type of car. ICE are used in all sorts of non car things. But you're correct that an ICE car is not an NEV car, which I never claimed.