Gasoline Cars Fall Below 50% of Global Sales - Tesla (NASDAQ:TSLA), Rivian Automotive (NASDAQ:RIVN)

Gasoline-only vehicles fell to 49% of global new-car sales in the first half of 2026, down from 73% in 2021, according to Mobility Global data reported by Nikkei. Gasoline-only sales dropped 10% year over year to 20.25 million vehicles, highlighting a major shift in the powertrain mix. The article links the change to U.S. policy moves that loosen fossil-fuel constraints while rolling back EV support, including ending federal clean-vehicle tax credits and eliminating federal greenhouse-gas emissions standards since 2025. It also notes 2025 EV leadership changes in China and cites an International Energy Agency view that EVs could reach 29% of global sales in 2026.