Australia's EV surge coincided with a fuel-price crisis. The excise cut just expired.

Australian BEV sales more than doubled to 69,414 units in Q2 2026, the largest-ever quarterly rise, per the AAA. The sharpest monthly jump came in March, when fuel prices peaked amid Middle East supply-route disruption. Canberra's fuel excise cut — introduced 30 March — expired 2 August, with petrol set to top $2/litre again. Whether EV demand stays structural or reverts may hinge on the next AAA release.