Record Electric Vehicle Sales Show American Demand -Will U.S. Automakers Deliver Or Retreat?

25 Nov 2025 | Abstracted from ICCT

Record EV sales in the U.S. prove strong consumer demand, with over 1.2M sold in the first three quarters of 2025 and EVs reaching nearly 12% market share. More than 7M EVs have been sold since 2015, half in the past 3 years. Despite this growth, some U.S. automakers are retreating from EV commitments, risking market share to European, Chinese, and South Korean competitors if they fail to deliver on the transition.

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