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China's EV surge cut gasoline demand 9% during 2025 Golden Week, signaling a long-term shift away from oil.
During China’s 2025 Golden Week, electric vehicle adoption led to a 9% year-on-year drop in gasoline demand, falling to 12.5 million tons, as expanded charging infrastructure enabled long-distance EV travel.
EVs and hybrids made up nearly half of new car sales in the first nine months and one-fifth of holiday trips, with charging station electricity use up 45.73%.
This marks a sustained shift from past trends, reflecting broader declines in China’s gasoline demand, which peaked in 2023 and is projected to drop over 4% in 2025.
China’s continued leadership in EVs, renewables, and coal reduction is reshaping global energy markets.
El aumento de los vehículos eléctricos de China redujo la demanda de gasolina en un 9% durante la Semana Dorada 2025, lo que indica un alejamiento a largo plazo del petróleo.