By The global electric vehicle (EV) industry has achieved a major milestone, with combined battery-electric (BEV) and plug-in hybrid (PHEV) sales crossing 2.1 million units in September 2025, according to a report by Reuters. This marks a 26% year-over-year increase, setting a new all-time monthly record for global EV demand.
China Leads with Two-Thirds of Global EV Sales
China remained the driving force behind this historic growth, contributing nearly 1.3 million units, or about two-thirds of global sales. The surge was supported by seasonal promotions, trade-in subsidies, and expanding model availability. September traditionally serves as a peak month for automotive sales in China, and EV adoption continues to rise amid the government’s push for sustainable transportation.
Europe and the U.S. Drive Growth with Incentives
In Europe, around 427,000 EVs were sold in September 2025, a 36% increase compared to last year. Key markets such as Germany and the United Kingdom saw strong uptake, driven by national incentive programs and growing consumer confidence in EV infrastructure.
The United States also witnessed exceptional growth, recording approximately 215,000 sales, up 66% year-over-year. This spike was fueled by buyers taking advantage of expiring federal tax credits, pushing many consumers to purchase before the incentives ended.
Emerging Markets Show Promising Momentum
Other regions, including parts of Asia-Pacific, Latin America, and the Middle East, collectively recorded around 150,000 sales, up 48% from the same period last year. Increased affordability, local EV assembly, and expanding charging networks have made EVs more accessible in emerging markets.
Outlook: Growth May Slow, but Momentum Remains Strong
While September 2025 marked a record month, analysts expect slower growth in Q4 2025 as certain government subsidies expire and production costs fluctuate. However, long-term prospects remain optimistic. Automakers are ramping up investment in battery production, supply chain efficiency, and charging infrastructure, reinforcing global efforts toward electrification.
Experts predict that EVs could represent over 20% of all new vehicle sales globally by 2027, signaling continued progress toward carbon reduction and clean energy mobility.
Disclaimer:
The information presented in this article is based on publicly available data and reports from credible sources, including Reuters. Figures and projections are subject to change depending on future market developments, government policies, and industry trends. This article is for informational and educational purposes only and does not constitute financial or investment advice.
