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China Drives Global EV Sales to Record High

Global electric vehicle sales hit a record 2.1 million in September 2025, led by strong government incentives and a 66% sales surge in North America, Rho Motion reported.

  • During September, global EV sales reached 2.1 million, with China accounting for over half, Rho Motion, EV research house, reported.
  • Registration cycles and local subsidies across the US, UK, South Korea and China fuelled the global boom, with US consumers rushing to claim incentives before September 30 and the UK boosted by new registration plates and the Electric Car Grant.
  • China reported 1.3 million deliveries in September, driven by BEV demand, while Europe sold 427,000 EVs, up 36% year-on-year; BEV sales rose 30% and PHEVs jumped nearly 60%.
  • Several automakers have already reacted, including General Motors taking a $1.6 billion charge and warning adoption will slow, while Nissan scrapped US EV manufacturing and Volkswagen halted ID.4 production in Tennessee.
  • Rho Motion expects Q4 2025 demand to dip sharply as federal credits disappear, even as Germany’s 3-billion-euro subsidy package and China’s nearly 9 million YTD sales sustain growth.
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Global sales of electric vehicles rose 24 percent year-on-year in September to a record 2.1 million vehicles, according to Rho Motion, a research firm. In the first three quarters of this year, sales of electric vehicles rose 26 percent to 14.7 million vehicles. The figures include fully electric cars and plug-in hybrids, which allow the battery to be recharged from the electric grid.

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Lean Right

Global sales of electric vehicles have taken over the brand of 2 million in one month for the first time. Thus reaching a record of 2.1 million units in September 2025. This growth without...

·Portugal
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Electrek broke the news in on Tuesday, October 14, 2025.
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