Thursday, February 12, 2026

Global EV Sales - December 2025 / Full Year of 2025


Record month, with 2.1 plugin vehicles registered in December


- Looking at the total 2025 sales, over 20 million units were sold, translating into a 17% BEV share, 26% if we add PHEVs to the tally;

- With China slowing down (+13% in '25), and North America (-6% YoY) with receding sales, it was up to Europe (+30%) and especially the Rest of the World (51+% YoY!) to pull sales upwards, in 2025;

- In that category, several significant, but less media-friendly, EV markets experienced a surge in sales, last year: India EV Sales jumped 92% in 2025, like Indonesia (+128%), Vietnam (+97%), Turkey (+90%), and Mexico (+154%). Just because your home market is down, it doesn't mean that all markets are down...



20 Best Selling EV Models in the World in 2025


- Tesla Makes an (Increasingly Rare) #1 + #2 Win in December;

- 2025 podium is the same as in previous years (#1 Tesla Model Y; #2 BYD Song; #3 Tesla Model 3);

- The best selling Pick Up trucks globally are the #1 Ford F-150 Lightning, #2 BYD Shark 06 and #3 Tesla Cybertruck.



Global EV Sales, December 2025 (3/3) - Top OEMs

* Looking just at BEVs, the big news is that Tesla has lost its crown!

- After several years at the top, in 2025 BYD (17% share) has beaten Tesla (12%);

- Geely repeated the 3rd spot of 2024, but has increased its share from 8% in '24, to 10% in '25, so this year it should be ready to also surpass Tesla and win the silver medal.

* Adding PHEVs to the tally, BYD repeats the 2024 title, but loses share (25% share in '24 vs 22% in '25);

- Rising Geely (11%) surpassed Tesla and was the new silver medalist in 2025, relegating a sliding Tesla (11% share in '24 vs 8% in '25) to Third.

- If BYD continues to lose share this year, rising Geely might be able to run for #1 in 2027...

- ...And Tesla might even finish this year in 5th, as both #4 VW Group and #5 SAIC are seeing their sales progress significantly, while the US make...is not.

* So, after the first few years of the EV market having as Best Selling OEMs the Renault-Nissan Alliance and General Motors, we saw a second phase of the market, starting in 2015, with BYD and Tesla regularly taking over the top spots.

- Now we are entering a 3rd phase, where Tesla is being replaced by Geely as the main rival of BYD;

- It could even be the case that 2026 ends with a 100% Chinese podium(!), if SAIC manages to beat both the VW Group and Tesla in the race for the 3rd position.






Friday, December 26, 2025

Sunday, December 7, 2025

Global EV Sales - October 2025


Wuling Mini Beats Tesla Model Y!!!


There were over 1.9 million plugin vehicles registered in October, with BEVs (+19% YoY) rising and PHEVs (-5% YoY) falling.



Models Ranking - Tesla Model Y dropped to the 2nd position, while the Model 3 fell to 14th




Brands Ranking - October podium is fully Chinese (#1 BYD, #2 Geely, #3 Wuling), while Tesla had to settle with the 4th position



OEMs - Podium is settled, but VW Group and SAIC are running for the 4th spot.