While sales have slowed in some areas, they’re up 27 percent over last year worldwide
- Global EV sales up 27% in 2025 to 10.7M units, led by China and Europe.
- North America up just 2% amid policy and incentive challenges.
- China’s sales rate fell 13% from June to July, hinting at a slowdown.
In the USA, electric vehicle sales are suffering some major hurdles. Tariffs, dying incentives, and preconceptions contribute to a reduction in sales momentum. Despite all that, overall EV sales have increased compared to 2024. In fact, the latest data suggests that EVs are getting more popular not just in America but in most other major markets around the world.
RHO Motion specializes in EV supply chain research and insights and sales data are a key factor in its business. After studying the first seven months, it says the entire globe is buying electric vehicles at a higher rate than last year. That rate isn’t a measly basis point or two either – sales are up globally by 27 percent year over year.
More: Gas Cars Are Saving Kia From A Full-Blown Electric Sales Disaster
In total, 10.7 million EVs have been sold, the vast majority of which, specifically 6.5 million, in China. While that market is up 29 percent on its own, European EV sales are up 30 percent (2.3 M) over the same seven months in 2024. The “Rest of World” saw sales increase 42 percent up to 0.9 million. Notably, North America saw the least amount of growth (2 percent) with just 1 million sales.
Of the slower uptake west of the Atlantic, RHO Motion says that “North America’s growth has been muted so far in 2025, with the US facing policy headwinds and Canada seeing a slowdown. We expect a short-term lift in US demand ahead of the IRA consumer tax credit deadline in September, followed by a likely dip. Despite regional variations, the overall trajectory for EV adoption in 2025 remains strongly upward.”
Notably, that growth is seeing some signs of slowing. China’s sales rate fell 13 percent from June to July. It’s unclear how much of that is tied to suspect subsidy programs. Overall, it appears that every market outside of the USA is embracing EVs and hybrid technology. Whether or not that affects the U.S. auto industry is something we won’t know for quite a while.
