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United States Power Transportation

America's EV Registrations Rise 7% in 2025 - Giving EVs a 7.5% Market Share (yahoo.com) 239

EV sales are up 27% for the first seven months of 2025 — for the world. But in America "For the first half of 2025, EV registrations rose 7% to 620,642, with market share inching up just 0.1 percentage point to 7.5 percent," reports Automotive News.

America's new EV registrations were up 4.6% in June (compared to June of 2024), "But EV market share fell for the month and stayed flat for the first half of the year, according to the most recent S&P Global Mobility data." June's 113,460 EV registrations represented 8.6% of U.S. light-vehicle market share, down from 8.8% a year earlier... The data, which serves as a sales proxy since some EV makers don't report U.S. numbers, shows continued flattening of EV market share ahead of the Sept. 30 repeal of the $7,500 federal tax credit.

The S&P Global Mobility numbers include only battery-electric vehicles and not hybrids.

In June Tesla led with 57,260 registrations — more than 6x its next competitor. (Although Tesla's share of the EV segment dropped 6.8% to 43.7 percent in the first half of 2025).

Ranking #2 in June registrations was Chevrolet with 9,517 — a 152% gain over Chevrolet's June 2024 registrations. (Pointing out that the Chevy Equinox EV starts at under $35,000, Electrek writes that "America's most affordable EV with over 315 miles of range, as GM calls it, is quickly winning over buyers.") Automotive News reports Equinox EV registrations surged 722% to 6,239 in June, with Chevy's share of the EV segment more than doubling to 7.7%.

Chevy pulled ahead of Ford (5,759 registrations), Hyundai (5,227 registrations), Rivian (4,613 registrations) and Cadillac (4,121 registrations). Although maybe it's just as interesting that the complete chart shows electric vehicle registrations for 33 different automakers...

America's EV Registrations Rise 7% in 2025 - Giving EVs a 7.5% Market Share

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  • by Powercntrl ( 458442 ) on Sunday August 17, 2025 @07:47PM (#65596288) Homepage

    It'll be interesting to see what the numbers look like after the tax credits go away at the end of September. We're already lagging far behind the rest of the world [insideevs.com], and I'd say it's a safe bet that once the tax incentives go away, EV adoption in the USA could grind to a halt.

    • My wife and I have been talking about getting a Hyundai Ioniq 5 before the end of September for that reason. The only thing that's kept us from pulling the trigger is some work stuff that is unsettled... there's a possibility I might be retiring quite soon.

      • My MIL just got a Kia EV6.. I mean... it's a cute little car.
        I'm pretty sure we'll be replacing my wife's diesel Passat with that or an Ioniq.

        Me, I'll probably be driving my Mustang until they pry it from my cold dead hands... but if they ever give me an electrical convertible sports coupe that doesn't look stupid, I'm game.
        • Yeah, it's too bad Ford's EV Mustang morphed into an SUV... but it seems that's all the American automakers are interested in making any more.

          • A Mustang is heavy enough without adding the weight of batteries. Making the EV Mustang a sports car would just be depressing, it would handle like a fat mama.
            • The Tesla Roadster (the original, actually existing one) proves it doesn't have to be this way.

              All vehicles should be going to Aluminum. Alas, we have tariff'd it up the butt. Aluminum costs more to refine but is cheaper to recycle, and automobiles are the most-recycled product that there is anywhere. After recycling it just once you've reached energy parity with steel. It's also cheaper to work with no matter what your process is. Welding takes less energy. Casting takes less energy. Machining takes less e

              • Yeah building on a Lotus body was a good idea and Tesla should have continued that.

                Mustang is not a Lotus though. It's a bulky car (I love it, I have one), and adding batteries would make it handle like an elephant.
        • if they ever give me an electrical convertible sports coupe that doesn't look stupid, I'm game.

          Agreed!

          If only we didn't live in the US, we could have this [mgcyberster.co.uk].

        • by q_e_t ( 5104099 )
          There have been a few people who have converted classic cars to EVs. They just need to add some modules to make the right sounds and randomly leak oil and you won't be able to tell the difference :).
    • Maybe but my gas mower finally had damage enough that parts weren't available and I went electric. I don't intend to replace anything I have now with gas burning machinery if it is affordable not to.
    • by AmiMoJo ( 196126 )

      The bigger issue is the ban on Chinese EVs. One of the reasons why Europe has so much more choice of affordable, long range cars is that we have Chinese brands competing in the market.

      • by TTL0 ( 546351 )

        Interesting enough Chinese cars (even personal vehicles) are banned on Israeli Army bases due to spyware fears

        • by AmiMoJo ( 196126 )

          I wouldn't trust any auto manufacturers to secure the kind of data modern cars collect. I'd probably want the connectivity features to be hard disabled. Remove the radio entirely, remove the antennas too.

      • by tlhIngan ( 30335 )

        The problem with Chinese EVs is first partly because they invested so heavily in R&D, they ended up as the leader in EV technology.

        CATL is one of the largest battery markers and is basically leaps and bounds ahead of the curve on many technologies including LiFePO4 batteries as well as sodium-ion. If you want LiFePO4, you have to go CATL, and sodium ion is pretty much exclusively theirs.

        It's a reason why BYD can make a $10,000 EV that's actually decent. Bit spartan but for the price, you get plenty.

        The

        • Re: (Score:2, Interesting)

          I drove a Chinese car when I was in Costa Rica.

          No Car Play and the most fucked up entertainment system I've ever seen in a car. Obnoxious as hell to use. No way would I buy one for $10K, or even $5K.

          I didn't look, but I bet it didn't have a spare tire either.

        • The Chinese are definitely the world's leaders in lithium battery technology right now. They can mass produce very good batteries, and the rest of the world uses them. This is not just because they invested so much in R&D though that's clearly a factor, it's also because we bought practically all of our lithium batteries from them and they therefore had the money for reinvestment.

          Making an EV is not that hard. Squeezing every last nickel out of making an EV is a potential challenge, because you want to

  • Chy-na (Score:5, Insightful)

    by bill_mcgonigle ( 4333 ) * on Sunday August 17, 2025 @09:20PM (#65596392) Homepage Journal

    America would be much higher than it is except for the 200% tariffs on Chinese electric cars.

    They're affordable and dominating most other countries.

    The CEO of Ford has one as his daily driver because he's terrified about how good they are.

    I was skeptical until I saw his interview - he has everything to lose by being honest so I believe him more than paid youtube reviews.

    • Canada needs to drop tariffs on BYD. This was only ever done to protect Tesla.

      • by Samare ( 2779329 )

        No they don't, unless BYD starts assembling its cars in Canada.

        • Yeah, that too. Hopefully the discussion is already ongoing.

        • That might avoid tariffs, but the vehicles would still be more expensive than if they just dropped the tariffs. The whole point of tariffs is to make stuff more expensive to the point where local production becomes economically feasible - which means by default it's not economically feasible.

          It's kinda like doubling the price then having a 20% off sale.
          =Smidge=

      • by AmiMoJo ( 196126 )

        Do you guys have NIO? They have battery swap tech that takes less than 3 minutes.

        Or how about MG/SAIC?

        There are the more luxury ones as well like Omoda and Xiaomi.

        • by _merlin ( 160982 )

          Omoda isn't a luxury brand. It's a line of Chery SUVs. We have them in Australia. The Omoda 5 is cheap, but has poor ride quality and handling. The GWM Haval SUVs also have issues with poor handling.

          • by AmiMoJo ( 196126 )

            Oh, it must be different in Australia. We have Omoda and Jaecoo in Europe. Omoda is the one positioned as luxury, competing with brands like Mercedes. The 5, or E5 as it is here, is one of their less luxury ones, but the higher end ones have stuff like poor blockers and massage seats.

    • America would be much higher than it is except for the 200% tariffs on Chinese electric cars.

      They're affordable and dominating most other countries.

      I think there's more to it than just affordability. As someone earlier in the discussion already said, they're considering buying a used Bolt for their kid - used Bolts really are that cheap. It's fairly common for them to have brand new (or nearly new) batteries due to the recall, so they're actually one of the better deals for any used car (at least until the used EV tax credit goes *poof* at the end of next month), yet they still tend to sit at the dealers' lots, collecting dust.

      Even if we just focus o

      • The EV credit was nuked because the government should not be picking winners with subsidies. It was also highly abused through the lease loophole giving many foreign cars with 0% US production the full credit while US produced vehicles with foreign sourced batteries were not getting it through a standard sale.

        I have no problems with EVs. I currently only own EVs and no ICE vehicles. But they need to stand on their own in an open market. Good products will sell themselves.

    • Re: (Score:3, Insightful)

      They're cheap because China is heavily subsidizing them. Their goal is to take over the market and destruct domestic production of everything next gen in other countries. Sometimes you need to put national security ahead of cheap consumer prices.

    • They're affordable and dominating most other countries.

      Latest BEV data for Europe (Jan-Jul 2025) is: European automakers 83.5%, Tesla 11.5%, SIAC 6.7% (MG + Dacia), Kia 5.8%, Huyndai 4.8%, BYD 4.3%, Toyota 2%. (I counted Volvo with the European but it does make a big difference) https://journalauto.com/constr... [journalauto.com]

    • BYD, and other Chinese manufacturers, make a decent product. They are also barred by law from even suggesting their cars can drive themselves, which happened after a few bad accidents.

      However there isn't much of a difference if we start shredding the executive class / 1% and try build the dang things halfway decently. Tesla is a horrible company at actually building the things, with worse fit/finish than many early model US Kia's. The cost difference, per hour, of a US employee isn't that far off from Ch
  • by brunes69 ( 86786 ) <slashdotNO@SPAMkeirstead.org> on Sunday August 17, 2025 @10:14PM (#65596446)

    All of the best EVs in the world right now come from China. Most of the growth in EVs in the EU is coming from Chinese brands. The US is getting left in the dust.

    • by Samare ( 2779329 )

      No, there's only one Chinese BEV (a Volvo) in the 25 most-registered BEV models in the EU in April 2025: https://www.jato.com/resources... [jato.com]
      Most of the growth in BEVs in the EU is coming from the Volkswagen group.
      You'll also notice by the way that Tesla is getting down much harder than in the US.

      • The EU and the US car markets really are very different from each other. There is not just less choice in the US market, the customers also tend to buy a very limited selection of cars. The EU market is much more diverse with even the best selling model only getting 2-3 percent of new sales.

    • Most of the growth in EVs in the EU is coming from Chinese brands.

      Tesla, Stallantis and VW made up nearly all of the top 10 vehicle EV sales in Q2 this year. The first Chinese car came in at position 11, and that was a Volvo which many people still associate with the Swedes.

      Chinese cars are making major inroads in Europe, but they are not driving the growth, merely contributing to it.

      And I say this as someone with a Chinese car.

  • I bought a three-year-old Polestar 2. I replaced a 23-year-old BMW X5. I'm loving the switch to all electric. I have noticed that my new and smaller vehicle is close to 500 pounds heavier than my old vehicle but has significantly more power to move.

  • About in the same ballpark as Linux on the desktop?

  • Google says Tesla sold Q1 2025, 336,681 vehicle deliveries and Q2 2025, 384,122 vehicles delivered.
    I guess some of those could have been sold in 2024 but a full 100,000 unit difference and that's just Telsa so the 50,000 or so GM and Ford sold aren't even counted. Note, just guessing on the Ford and GM number since they are usually just a fraction of Tesla sales.

    LoB
    • by Locutus ( 9039 )
      My bad, those were Telsa global delivery numbers, not US. For the US sales numbres:

      Q1 Sales: 128,100 vehicles were sold and Q2 Sales: 143,535 vehicles were sold for a total of 271,635 which would mean a significant number of EVs were purchased from other vendors this year in the US. THAT's a big deal if you're a Tesla stock holder or employee.

      LoB
       
  • by shilly ( 142940 ) on Monday August 18, 2025 @01:34AM (#65596624)

    It’s *aleady* the case that people from Europe or Australasia who go to the US are often stunned by how the cars have crappy build quality and are absurdly huge. The former is as striking as the latter to the eyes of non-US folks. The cars feel cheap. The political, structural and cultural reasons why US vehicles are so different are well-documented, but the tectonic plates are shifting and I suspect it’s going to end badly for US OEMs, because demand outside the US for their products is shrinking. Why? Because non-US buyers can satisfy their preferences for better build quality, smaller vehicles, and EV drivetrains in non-US markets, while American consumers are stuck with limited choice thanks to tariff and non-tariff barriers. The ability for US OEMs to amortize costs across a large global revenue base, eg through parts sharing, is thus shrinking yoy, a problem not faced by Kia or BYD or even BMW at the higher end of the market. To make matters tougher for US OEMs, there’s now ever more meaningful regulatory divergence between the US market and the RoW, an accelerating process thanks to the Trump administration, and that means US OEMs are going to be *forbidden* from taking advantage of scale economies across their cost base, being required to have only locally sourced US parts instead of being able to share across NA, for example. The net effect will be to make trips to the US feel a bit like trips to Cuba in the future: a foray into a quaint land where the cars are weird and clunky and smelly and noisy and old - but without looking anywhere near as good as those old Cuban cars do. Of course, this is something fewer and fewer of us are doing, as the US becomes ever less attractive to visit.

  • So I was told.
  • I wonder if there is any correlation between EV adoption and the Linux Desktop usage ?

    At 7.5% this could be our year !

  • record numbers are registrered : https://www.theguardian.com/en... [theguardian.com] The USA is falling back in every way possible. And it is all self inflicted.

If what they've been doing hasn't solved the problem, tell them to do something else. -- Gerald Weinberg, "The Secrets of Consulting"

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