Global sales of fully electric and plug-in hybrid vehicles surged by 26% in September 2025, reaching a record 2.1 million units, according to data from market research firm Rho Motion. This marks the highest monthly sales figure ever recorded for the electric vehicle (EV) market.
China led the global market with about 1.3 million units sold, accounting for nearly two-thirds of worldwide sales. North America also reached record levels as U.S. consumers rushed to take advantage of federal tax credits before they expired. Meanwhile, Europe saw sales climb by 36%, reaching approximately 427,000 units, supported by incentives in Germany and strong demand in the United Kingdom.
Rho Motion data manager Charles Lester noted that U.S. demand is expected to decline in the fourth quarter as federal incentives expire. However, strong growth in China and Europe continues to drive the global EV transition forward.
Automakers such as Tesla, General Motors, and Hyundai are adapting to shifting market dynamics. Tesla’s introduction of a lower-cost Model Y in Europe is intensifying competition, while GM and Hyundai are mitigating the impact of incentive cuts by offering discounts and adjusting production levels.
The record-breaking sales figures demonstrate that electric vehicles are no longer a niche product but a defining force shaping the future of the global automotive and logistics sectors.
Resource:
Reuters
