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Fuel Shock Drives EV Buying Worldwide, Chinese Exports Surge

Cheaper Chinese models meet demand in markets with available stock.

Overview

  • Rising gasoline prices and worries about oil supply from the Middle East drove a clear jump in EV shopping and sales in March.
  • In Europe, March registrations rebounded, with Germany logging about 71,000 new EVs and Britain up 24% to a record 86,000.
  • Australia’s secondary market heated up, with used EV sales more than doubling to 7,557 in March and Pickles reporting a 35% price rise for repairable cars.
  • Chinese automakers expanded their reach, with March new‑energy vehicle exports up roughly 130% to about 371,000 and BYD topping consumer orders at Thailand’s late‑March motor show.
  • The United States fell behind as Q1 EV sales dropped about 27% year over year after model cancellations, even as online searches and some brand sales showed fresh interest.