For the US EV Market, a More Turbulent Road Lies Ahead

After years of rapid growth — fueled by federal incentives and nearly $200 billion in announced EV manufacturing investments — EV sales fell 4% in 2025 following a record-breaking 2024. Federal policy shifts are creating a turbulent environment for the industry: The EV purchase tax credit expired in September, funding for the National Electric Vehicle Infrastructure program was frozen for months, and new tariffs and proposed rollbacks of fuel efficiency standards added further uncertainty. EVs accounted for 9% of passenger car, truck and SUV (light-duty vehicle) sales in 2025, with over 1.5 million purchased EVs , including battery electric vehicles and plug-in hybrid electric vehicles, according to Argonne National Lab, a U.S. Department of Energy research lab. The U.S. continued to expand its charging network, even as EV adoption slowed, and attacks targeted the National Electric Vehicle Infrastructure Program (NEVI) that aimed to deploy 500,000 public charging ports by 2030,. Although local and state policies and incentives are crucial to accelerating the adoption of EVs and associated infrastructure, they’re most impactful when working in tandem with federal-level programs.

电动车行业深度分析

1. Electric Vehicle Sales Review Q4-2025 | PwC and St

* Global BEV sales surpassed 4 million in Q4 2025 for the first time, with over 20% of vehicles sold globally being BEVs and full-year growth of 30%. In Q4 2025, global BEV sales crossed the four million milestone for the first time across all 40 analyzed markets – a 17% increase year-over-year. Given the sheer size of the market, BEV sales in China heavily influenced the positive global performan

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2. Electric vehicle sales fell as hybrid vehicle sale

About 22% of light-duty vehicles sold in 2025 in the United States were hybrid, battery electric, or plug-in hybrid vehicles, up from 20% in 2024. Battery electric vehicle market share reached record highs immediately before the credits expired: 12% of light-duty vehicles sold in September. U.S. luxury vehicles accounted for 14% of the total light-duty vehicle market in 2025, and within luxury sal

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3. The Global Electric Vehicle Market In 2025 – Virta

[Heavy-duty EV charging](https://www.virta.global/heavy-duty) * * *. * [Introduction](https://www.virta.global/global-electric-vehicle-market#introduction). * [Chapter 1:Historical data on the global EV market](https://www.virta.global/global-electric-vehicle-market#chapter-1). * [Chapter 5:The state of EV charging](https://www.virta.global/global-electric-vehicle-market#chapter-5). *

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