Electric vehicle (EV) sales are growing quickly in key markets. Strong government support and stringent tailpipe emissions standards, along with robust early consumer interest, have underpinned this growth. In reaction, auto manufacturers have placed EVs at the center of their net zero and long-term financial strategies. Now, slowing EV sales are raising important questions around consumer readiness for the electrified transport model. Why is there a striking gap between China and Europe, on one side, and the United States on the other? Is the EV demand growth of recent years sustainable? What role will governments, fuel providers and consumers play in the sector’s future?