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Global EV Sales Surge 26% in September, Driven by China and U.S. Tax Rush

Oct 14, 2025, 10:40 p.m. ET

Global sales of fully electric and plug-in hybrid vehicles rose 26% year-on-year in September to a record 2.1 million units, driven by robust demand in China and a last-minute U.S. tax-credit rush, market research firm Rho Motion reported on Wednesday.

China accounted for roughly two-thirds of global sales, totaling about 1.3 million units, while North America also reached a record level as U.S. buyers rushed to secure incentives before they expired, according to Rho Motion data manager Charles Lester.

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