Global BEV sales +8% YoY in May but -3% YTD YoY; China BEV penetration remains at 42% Key takeaways from the May EV sales data: (1) Global BEV sales (China + EU + US) rose 9% MoM to 938k units and are up 8% YoY but YTD remain down 3% vs 2025; global BEV penetration stood at 24% in May (vs 23% in Apr'26). (2) China BEV penetration remained elevated at 42% in May, with BEV sales rising 10% MoM to 637k units and total EV (BEV+PHEV) penetration reaching 63%, the highest since August 2025. (3) US BEV sales rebou ...