Electric car sales were 20% of all sales, so 26% increase is hardly a "surge". Going from a low base this is supposed to be higher.
I think what we are seeing is that electric car interest isn't as strong as governments hoped for. I used to own an electric car now I'm back to a hybrid.
Q4 sales in the US will be interesting because of the removal of the tax credits and the increasing electricity prices that AI is causing. Low prices of fuel in the US means that it's not exactly cheaper to run an electric car in the US.
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