# Source snapshot — ev-market-vs-tesla story

Retrieved **8 November 2026** by [`fetch.mjs`](fetch.mjs) (from the download folder: `npm ci && SEC_USER_AGENT="<project> <email>" node ev-market-vs-tesla-src/fetch.mjs`). These are small extracts, not a DataPressr dataset: no `datapackage.json`, no `build.ts`. [`calculate.mjs`](calculate.mjs) checks the extracts' hashes and writes every number quoted in the post to `statistics.json`; `../ev-market-vs-tesla-make-charts.mjs` builds the desktop and `-mobile.svg` charts from the same rows. `fetch.mjs` stops if any download's SHA-256 differs from the pins below. Raw downloads are not kept in the package.

Two sources are combined, and they count different things; see [DATA.md](DATA.md).

## 1. Electric car market: IEA *Global EV Outlook 2026*, the report text (CC BY 4.0)

**What is used.** 20 figures stated in the text of the report, transcribed by hand into `iea-gevo2026-report-figures.csv`, each with the report's qualifier ("more than", "around", "nearly"), its printed page number (which equals the PDF page number) and the verbatim sentence it comes from. `fetch.mjs` checks that every quote appears in the report text (with `pdftotext`). They are quoted facts from the report, not an extract of an IEA dataset.

**Licence.** The report's back matter (PDF p. 294) states: "Subject to the IEA's Notice for CC-licenced Content, this work is licenced under a Creative Commons Attribution 4.0 International Licence." Every figure is also marked "IEA. CC BY 4.0." (e.g. under Figure 1.1, p. 16). Licence: [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/). The IEA's Notice for CC-licensed Content was checked on 8 November 2026. This package transcribes report figures and creates derived charts; the required attribution and derived-work disclaimer accompany them. (iea.org refused automated clients, so the notice was read from the Internet Archive's capture of <https://www.iea.org/terms/creative-commons-cc-licenses> dated 7 October 2026, <https://web.archive.org/web/20261007181759/https://www.iea.org/terms/creative-commons-cc-licenses>; an independent reviewer read the live page the same day.)

**Attribution.** IEA (2026), Global EV Outlook 2026, https://www.iea.org/reports/global-ev-outlook-2026, Licence: CC BY 4.0.

**Derived-work disclaimer** (the notice's Adaptations clause, verbatim with the name filled in; also printed on the market charts and in the post): "This is a work derived by Datopian (DataHub) from IEA material and Datopian (DataHub) is solely liable and responsible for this derived work. The derived work is not endorsed by the IEA or its Member countries in any manner."

**What is not used, and why.** The IEA's separate data product (the Global EV Data Explorer and its "EV data by country" download, <https://www.iea.org/data-and-statistics/data-product/global-ev-outlook-2026>) carries the IEA's [Terms of Use for Non-CC Material](https://www.iea.org/terms/terms-of-use-for-non-cc-material), which restrict redistributing extracts of more than five data points. An earlier draft of this story used Our World in Data's republication of that data (OWID cites it as CC BY 4.0); an independent fact check (8 November 2026) found that citation does not establish which licence covers those observations, so the OWID series was dropped. The report's own figures also differ from it (Europe 2025: 4.2 million in the report vs 4.3 million in OWID; battery-electric share 2025: 65% vs 66.0%). The report's chart data could not be downloaded: www.iea.org returned HTTP 403 to automated clients on 8 November 2026, so whether per-chart data downloads exist under the report's CC BY licence was not established.

**The PDF.** iea.org could not be reached, so the report PDF was taken from the Clean Energy Ministerial, which distributes it. A second copy (sipotra.it, a later PDF modification date, 9 June 2026) was checked: all 20 quoted passages appear identically in both. The IEA issued a [corrigendum](https://iea.blob.core.windows.net/assets/1d28c76b-802c-45d7-b3a9-0e989afc412a/GlobalEVOutlook2026_CorrigendaNotice.pdf) in May 2026 replacing figures on pages 18, 85 and 109; none of the quoted text passages is affected (the page 18 change is Figure 1.2, a chart of sales shares).

| File | URL | Bytes | SHA-256 |
|---|---|--:|---|
| Report PDF (pinned, 295 pages) | <https://www.cleanenergyministerial.org/content/uploads/2026/05/globalevoutlook2026.pdf> | 19,729,651 | `bb4ee999e61a9fa6272a7fe2f63486d2d462e432f321c5cd61262295486b27ca` |
| Report PDF (cross-check copy) | <https://www.sipotra.it/wp-content/uploads/2026/06/Global-EV-Outlook-2026.pdf> | 20,251,844 | `de43374d853e9c52108e8a4f165741de4eaf64a59f508501e6053f33be246f22` |
| Corrigendum notice | <https://iea.blob.core.windows.net/assets/1d28c76b-802c-45d7-b3a9-0e989afc412a/GlobalEVOutlook2026_CorrigendaNotice.pdf> | | `bce5449ba028c6b11f43502523bdad6f30133b911cb29b3508324bace7b841be` |

**Figures used** (page; all from `iea-gevo2026-report-figures.csv`):

| id | Figure | Page |
|---|---|--:|
| `world_sales`, `world_growth` | "growing by 20% from 2024 to exceed 20 million sales" | 16 |
| `world_sales_share` | "The sales share of electric cars in the overall car market increased to 25%" | 16 |
| `world_annual_increase` | "annual electric car sales increased by about 3.5 million" (each year since 2021) | 16 |
| `world_bev_share` | "The share of battery electric cars in total electric car sales increased to 65%" | 17 |
| `china_share_of_increase` | China "still accounted for more than half of the global increase in electric car sales in 2025" | 17 |
| `china_sales` | "More than 13 million electric cars were sold in China in 2025" | 18 |
| `china_growth` | "in 2025, electric car sales grew less than 20%" (China) | 19 |
| `europe_sales`, `europe_increase` | "numbered 1 million more in 2025 than in the previous year, reaching a total of 4.2 million" | 21 |
| `europe_growth` | "Electric car sales increased by more than 30% in Europe in 2025" | 21 |
| `us_sales`, `us_growth` | "Electric car sales in the United States in 2025 were slightly lower than in 2024, at around 1.5 million" | 23 |
| `rest_sales`, `rest_sales_2024`, `rest_growth` | outside China, Europe and the US, sales "increased steadily to reach 2 million in 2025, compared to 1.3 million sold the previous year. This nearly 50% growth" | 23 |
| `world_forecast_2026` | "Global electric car sales are expected to grow to 23 million in 2026, representing 28% of total car sales." | 11 |
| `world_q1_2026_sales`, `world_q1_2026_growth` | "Global sales, at around 3.9 million, were 8% lower than over the same period last year" (Q1 2026) | 11 |
| `tesla_bev_iea` | Tesla lost its position as top-selling BEV maker to BYD, "with its battery electric car sales dropping 9% to 1.6 million in 2025" | 217 |

The post also cites, without bundling: p. 23 on the US policy changes (the end of tax credits after September 2025); p. 217, "If including PHEVs, BYD overtook Tesla in EV sales as early as 2022."

## 2. Tesla deliveries: Tesla's quarterly releases, via DataPressr

**Chain.** Tesla, Inc. quarterly "Production, Deliveries & Deployments" press releases, filed with the SEC as Exhibit 99.1 to Form 8-K (CIK 0001318605) → DataPressr dataset [`tesla-quarterly-deliveries`](https://github.com/datasets/datapressr/tree/5a5fd7d95b6df3acf19f6cb07f43d88044f6209b/datasets/transport/tesla-quarterly-deliveries) at commit `5a5fd7d` (Q2 2019 to Q2 2026; snapshot 2026-09-18) → `tesla-deliveries.csv`. Q3 2026 is not in that dataset, so `fetch.mjs` reads the Q3 2026 exhibit from SEC EDGAR itself.

| Raw download | URL | Bytes | SHA-256 |
|---|---|--:|---|
| `tesla-quarterly-totals.csv` (DataPressr) | <https://raw.githubusercontent.com/datasets/datapressr/5a5fd7d95b6df3acf19f6cb07f43d88044f6209b/datasets/transport/tesla-quarterly-deliveries/data/tesla-quarterly-totals.csv> | 1,702 | `c2a8785941eb5fe067f1c894139089e5ba8c9413feb571cc42be060582485d65` |
| `tesla-annual-deliveries.csv` (DataPressr; Q4-release full-year recaps) | <https://raw.githubusercontent.com/datasets/datapressr/5a5fd7d95b6df3acf19f6cb07f43d88044f6209b/datasets/transport/tesla-quarterly-deliveries/data/tesla-annual-deliveries.csv> | 2,807 | `c44d63a4a75da3e2f78ac3cc7eb0c39c5ebe9c41ba5fdddc0bc14c374d9f0563` |
| Q3 2026 Exhibit 99.1, filed 2026-10-02, accession `0001628280-26-064366` | <https://www.sec.gov/Archives/edgar/data/1318605/000162828026064366/exhibit991111111.htm> | 13,260 | `6094baad1b9b7071af8b0c7c2f4600867c20607dd6e3450e5d9fd959fc832732` |

The Q3 2026 release reports 486,532 deliveries and 464,391 production (Total row); only the deliveries figure is used.

**Licence.** The DataPressr compilation is PDDL-1.0. The underlying figures are Tesla's; no redistribution licence for the press releases was found from Tesla or the SEC (see the dataset's README). The figures are facts; this package republishes only the delivery counts it uses (27 quarters and 6 full years, one number each) with their SEC accession numbers, and none of the release text. The exhibit itself is cited, not republished.

## Extracts in this folder

| File | Rows | Columns | SHA-256 |
|---|--:|---|---|
| `iea-gevo2026-report-figures.csv` | 20 | `id`, `market`, `year`, `measure`, `value`, `qualifier`, `unit`, `page`, `quote` | `b155cded646e18c42e6c216b04f154a313dbb632cba63b47c011c53768849ea3` |
| `tesla-deliveries.csv` | 33 (27 quarters 2020 Q1–2026 Q3, 6 years 2020–2025) | `period`, `period_start`, `period_end`, `kind` (`quarter`/`year`), `deliveries`, `source_id` (SEC accession) | `ba162363bf611654f730a3fcefee11f4f38ae801303cad46f5afe982f35109c9` |

## Context documents cited, not snapshotted

- IEA, *Global EV Outlook 2026* launch webinar slides, 20 May 2026, <https://iea.blob.core.windows.net/assets/beae65ce-6b6d-4a8b-b67a-c591093756be/GEVO2026_LaunchWebinarSlides.pdf> (SHA-256 `d2c7f983ac27be2d38e6ca638b72cba81de07e5ffabc96f884776fe8b1525ed4`). Not cited in the current draft; kept as a record of the earlier check.