Plugged-In EV Monthly: June EVs +0.7% y/y and +1.6pp penetration

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Plugged-In EV Monthly: June EVs +0.7% y/y and +1.6pp penetration

Global | Autos & Auto Parts EquityJulyResearch17, 2026

Exhibit 1 - TTM EV penetrationPlugged-In EV Monthly: June EVs +0.7% y/y and 40%

35% EVs+1.6pp penetration 30%

25% BEVs

20%

15%Eur/USA/China EV sales est. +0.7% y/y in June. Still, global EV share +1.6pp y/ 10% PHEVs

5%y to 36.2% with BEVs +3.3pp, PHEVs -1.8pp. Trends are the same with growth 0%

affected by weak total market in China (-21% y/y) while BEV penetration there Jan-19 Apr-19 Jul-19 Oct-19 Jan-20TTMApr-20 Jul-20US+EU+ChinaOct-20 Jan-21 Apr-21 PenetrationJul-21 Oct-21 Jan-22 Apr-22BEVJul-22 Oct-22 Jan-23 Apr-23 TTMJul-23 Oct-23US+EU+ChinaJan-24 Apr-24 Jul-24 PenetrationOct-24 Jan-25 Apr-25 Jul-25PHEVOct-25 Jan-26 Apr-26

still grew +9.3pp and PHEVs are easing from 24/25's growth spike. Europe BEV .Source: Jefferies,TTM US+EU+ChinaWardsPenetrationAuto,BEV+PHEVACEA, CAAM

growth is strong, vs US EVs declining at fastest pace this year. BEVs remain

Exhibit 2 - Battery materials weighted-average

4-5% lower on a total cost basis than comparable ICE, with EU fuel prices high. cost for NMC and LFP chemistries, $/kWh

Europe Sales - Europe est. June BEV share +6.3pp y/y to 25.5%. PHEVs +0.6pp to 10.1%. BEV 8070

sales were +51% y/y, leading to very strong penetration growth of +6.3pp. PHEVs grew +21% y/ 6050

40y. Combined EV sales +41% y/y vs total market +13.9%. Non-plug HEV sales in the five largest 30

20economies at +17.3% y/y; share +1.5pp y/y to 33.3%. VW is the main BEV share loser, to the gain

Jan-20 Aug-20 Mar-21 Oct-21 May-22 Dec-22 Jul-23 Feb-24 Sep-24 Apr-25 Nov-25 Jun-26of Leapmotor, Toyota, and a handful of other Chinese OEMs. BEV penetration within an OEM's own 10

sales shows strong gains at Hyundai-Kia, MBG, RNO, Toyota.