The IEA Global EV Outlook 2026 records 21 million electric car sales including plug-ins in 2025, lifting the global passenger vehicle market share to 25 percent. Primary data show China accounting for 13 million units or roughly 60 percent of the total, while Europe and the United States together contributed nearly 8 million. This distribution highlights divergent policy environments rather than uniform global momentum. OPEC’s World Oil Outlook 2025 projects oil demand peaking later in the 2030s under central scenarios, yet incorporates slower EV penetration assumptions than the IEA figures imply, leaving limited quantification of near-term demand erosion in transport fuels. Parallel IEA mineral assessments note that lithium and nickel supply pipelines remain concentrated, creating exposure for import-reliant manufacturing hubs outside China. European and U.S. responses emphasize domestic processing incentives and trade measures, whereas Gulf producers focus on petrochemical diversification to offset potential volume losses. These patterns indicate asynchronous adjustments in energy security planning and raw-material procurement rather than a single irreversible trajectory.