Executive summary  5

Introduction  7

The 2026 energy crisis has put EVs in the spotlight  7

Trends in global car markets  8

Global car markets are under pressure in 2026  8

Electric car sales have grown in more than 90 countries over H1 2026,

compared to H1 2025  9

Car exports from China continue to expand while those from other major

producing regions have stagnated  15

Implications for the global car industry  19

Incumbent car makers are losing market share  19

Automotive component supply chains are changing  21

Employment at risk in incumbent car-making regions  24

Drivers of change and future strategies  26

Annex  31