Page 2 California Auto Outlook Gasoline, 61.1% Hybrid, 20.9% Electric (BEV), 13.7% Diesel, 2.3% Plug In Hybrid (PHEV), 2.0% Fuel Cell, 0.0% Annual Registrations and Market Share Quarterly Registrations and Market Share 2022 2023 2024 2025 YTD '26 1Q '25 2Q '25 3Q '25 4Q '25 1Q '26 ZEV registrations 262165 382283 385452 377605 57111 ZEV registrations 95520 87343 108913 85829 57111 ZEV share 16.6% 21.7% 22.0% 21.0% 13.7% ZEV share 20.9% 18.2% 24.8% 20.1% 13.7% Hybrid regs. (excl. plug ins) 144894 196191 258224 350918 87006 Hybrid regs. (excl. plug ins) 82469 98152 83344 86953 87006 Hybrid share (excl. plug ins) 9.2% 11.1% 14.8% 19.5% 20.9% Hybrid share (excl. plug ins) 18.0% 20.5% 19.0% 20.4% 20.9% PHEV regs. 41909 60515 60825 63634 8308 PHEV regs. 17049 18859 16680 11046 8308 PHEV share 2.7% 3.4% 3.5% 3.5% 2.0% PHEV share 3.7% 3.9% 3.8% 2.6% 2.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 2018 2019 2020 2021 2022 2023 2024 2025 YTD '26 Market Share ZEVs Hybrids (excl. plug ins) PHEVs 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 2Q '24 3Q '24 4Q '24 1Q '25 2Q '25 3Q '25 4Q '25 1Q '26 Market Share ZEVs Hybrids (excl. plug ins) PHEVs Vehicle Powertrain Dashboard Annual Quarterly ZEV share fell from 21.0% in 2025 to 13.7% in 1Q ‘26. Market Share for all Powertrain Types - YTD 2026 thru March California and U.S. Markets California ZEV market share YTD ‘26 thru Mar. 13.7% ❏ Gasoline powered vehicles accounted for 61.1 percent of state new vehicle registrations during the first three months of this year, up from 54.0 percent in 2025. ❏ Combined share for BEVs, PHEVs, hybrids, and fuel cell vehicles was 36.6 percent in the first quarter of this year, down from 43.8 percent in 2025, but up significantly from just 11.6 percent in 2018. ❏ ZEV market share declined to 13.7 percent in the first quarter of this year, while hybrid vehicle share grew to 20.9 percent. Electric and Hybrid Vehicle Market Share U.S. ZEV market share YTD ‘26 thru Mar. 5.2% California share of U.S. ZEV registrations YTD ‘26 thru Mar. 29.6% Data sourced from Experian Automotive. Data sourced from Experian Automotive. ZEV market share declined to 13.7% in Q1 ‘26, the lowest share since 4Q ‘21. Data sourced from Experian Automotive. ZEVs are full battery electric vehicles and include fuel cell vehicles. PHEVs are plug in hybrids. Hybrid vehicle registrations and market share excludes mild hybrids. 29 California New Car Dealer Quarterly
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