As many analysts predicted, sales of new electric vehicles in the U.S. fell sharply in the fourth quarter, following record-breaking results in Q3.
The number of electric vehicles sold globally in December is 2.1 million, bringing the end of year figure to 20.7 million EV units sold in the passenger car and light-duty vehicle segment.
Demand for electric vehicles is holding up, with Volkswagen delivering approximately 382,000 all-electric vehicles worldwide in 2025 (–0.2 percent).
Mercedes-Benz Group closed 2025 with solid momentum, delivering 2.16 million cars and vans worldwide, supported by growing demand for electrified vehicles and a rapidly expanding electric portfolio.
General Motors’ new energy vehicle sales reached nearly 1 million units in China in 2025, accounting for more than half of its total sales in the country.
The BMW Group delivered a total of 2,463,715 vehicles to customers in 2025 – an increase of +0.5% year-on-year. This includes the delivery of 642,087 electrified vehicles, a growth of 8.3% over the previous year.
Volvo Cars reported global sales of 75,049 cars in December, up 2 percent compared to the same period last year. For the full year 2025, Volvo Cars’ global sales stood at 710,042 cars, down by 7 percent.
On a full year basis in 2025, Lucid produced 18,378 vehicles, up 104% compared to full year 2024, and delivered 15,841 vehicles, up 55% compared to full year 2024.
BYD UK wrapped up 2025 in record-breaking fashion, ending the year with a total number of 51,422 vehicle registrations.
Repeating a pattern seen in previous years, battery electric vehicle (BEV) registrations took a high market share in the final month of the year, accounting for 32.2% of the market – the only time the ZEV mandate target of 28% was exceeded in 2025.
