EV Market Monitor - September 2026

September showed a more resilient electric vehicle (EV) market than headline sales volumes suggest. New EV sales edged lower, but EV share increased as the broader new-vehicle market contracted, while used EV sales rose to a record share of used-vehicle sales. Inventory tightened considerably, with both new and used EV days’ supply falling below ICE+ levels, while used EV pricing moved closer to ICE+ vehicles.