Global battery-electric and plug-in hybrid vehicle (EV) sales hit a new milestone in September 2025, crossing 2.1 million units for the first time in a single month, this marks a 26% increase compared to the same period last year, according to Reuters.
The growth was primarily driven by continued strength in the Chinese market and higher-than-expected demand in the United States, where buyers moved to take advantage of expiring federal tax credits.
Regional Breakdown: Record Sales Across Key Markets
| Region | September 2025 EV Sales | Year-over-Year Growth | Notes |
| Global (BEV + PHEV) | 2.1 million | +26 % | Record high monthly sales |
| China | ~1.3 million | — | Approximately two-thirds of global total |
| Europe | ~427,000 | +36 % | Supported by national subsidies |
| North America | ~215,000 | +66 % | Increased demand before incentive changes |
| Other Regions | ~150,000 | +48 % | Growth in emerging EV markets |
China remained the largest contributor to global EV sales, accounting for roughly two-thirds of total deliveries. Seasonal promotions and trade-in subsidies supported sales momentum during the country’s traditional high-sales month.
In the United States, a surge in purchases occurred before the expiration of certain federal tax incentives. European markets also recorded steady growth, particularly in Germany and the United Kingdom, due to local incentive programs and model availability.
What Drove the Record-Breaking Numbers?
Several elements contributed to the record sales volume in September:
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Government Incentives
Incentive programs in major markets, including China and the U.S., played a key role in accelerating purchases before policy adjustments.
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Improved Supply Conditions
Stabilization in the global supply chain and expanded production capacity enabled automakers to meet demand more efficiently.
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Wider Model Availability
Manufacturers introduced more affordable and diverse EV options, appealing to a broader consumer base.
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Infrastructure Expansion
The gradual expansion of charging infrastructure continued to support consumer adoption.
Looking Ahead: Will the Momentum Continue?
Despite the record performance in September, analysts anticipate some softening in demand during the final quarter of 2025 as certain subsidies and tax credits expire. Competitive pricing pressures and production costs may also influence future market dynamics.
However, ongoing investment in EV production, battery technology, and charging infrastructure suggests that global electric vehicle adoption will continue to rise over the medium term.
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