EV sales in the U.S. are booming in Q3 2025

5 October 2025, 10:41:23

Electric vehicle (EV) sales in the U.S. are booming - and Tesla and General Motors (GM) are at the front of the pack. Why the sudden surge? Many buyers were racing to take advantage of federal tax credits worth up to $7,500 before they expired in September, thanks to the Trump administration's "One Big Beautiful Bill Act."

Tesla still holds the largest slice of the EV pie, delivering over 497,000 vehicles in Q3 2025.

GM is gaining ground fast, jumping from 8.7% to 13.8% market share this year. In Q3, the Chevrolet Equinox EV is the best-selling non-Tesla EV in the U.S. Cadillac, meanwhile, has three of the 10 best-selling EVs in the luxury segment through the end of September: LYRIQ (#2), OPTIQ (#5), and VISTIQ (#6). Even though GM sold nearly 145,000 EVs this year, they still only make up 6.8% of the company’s total U.S. sales. But GM says it’s in a strong position, offering a wide range of EVs with low incentives and solid pricing. "No one is in a stronger position for a changing U.S. market than GM," said Duncan Aldred, GM senior VP and president of North America.

In Q3 2025, Ford electric vehicles achieved a new quarterly sales record with 30,612 sales (+30.2%). Mustang Mach-E recorded its best-ever quarterly sales since going on sale in 2020: 20,177 (+50.7%). The F-150 Lightning delivered a third-quarter record 10,005 pickups (+39.7%), continuing as America’s best-selling electric pickup.

Hyundai EV sales in Q3 2025 reached new heights, jumping 153% compared with September 2024, with IONIQ 5 retail sales climbing 151% year-over-year and the IONIQ 6 - +36%. Record-breaking total sales for EV, HEV, and electrified vehicles continue to reinforce Hyundai's leadership in sustainable mobility. The same applies to the KIA brand with a strong increase in EV6 and EV9 sales.

Industry experts warn that the end of federal incentives could lead to a slowdown in EV sales. Ford CEO Jim Farley even predicted that EV market share could drop from around 10–12% to just 5%.

So while 2025 has been a banner year for EVs, the road ahead might get bumpier without those government perks.

News related to GM, Tesla, Ford, Hyundai or Kia

Tesla has introduced the Tesla Model Y L Premium to the U.S. market, pricing it at USD 61,990 - around USD 14,000 higher than its launch price in China last year. While the American version mirrors the Chinese model in design and hardware, several dimensional figures differ slightly. These variations appear to stem from unit conversion, yet Tesla lists them officially, so they are presented exactly as provided. The...

2 July 2026

Ford has taken a decisive step toward reshoring the electric‑vehicle supply chain in the United States, beginning production of lithium‑iron‑phosphate (LFP) battery cells at its new BlueOval Battery Park in Marshall, Michigan. The move positions Ford to become the first automaker to manufacture LFP cells domestically for mainstream consumer EVs, marking a major milestone in the company's next‑generation EV strategy...

19 June 2026

Hyundai Motor Türkiye is deepening its commitment to electric mobility with a major new investment that will add a battery assembly plant to its long‑running İzmit production hub. The facility, which forms part of a broader €715 million investment package tied to the upcoming IONIQ 3, will initially create jobs for more than 300 people and strengthen the country's role in Hyundai's global EV supply chain. The...

19 June 2026

Hyundai Motor Europe has revealed the IONIQ 3, a fully electric compact hatchback designed specifically around the everyday needs of European drivers. Introduced during Milan Design Week 2026, the new model expands the IONIQ lineup with a fresh "Aero Hatch" body style that blends aerodynamic efficiency with generous interior space. According to Hyundai, the IONIQ 3 is engineered to make electric mobility "intuitive...

21 April 2026

Kia introduced the all‑new 2027 EV3 at the New York International Auto Show, positioning the compact electric SUV as the most attainable member of its expanding EV family while packing many of the comforts and technologies found in larger models. "The Kia EV3 represents a bold step forward in our commitment to making electric mobility accessible to more Americans," the company said, describing a vehicle that blends...

2 April 2026

Stellantis electric‑vehicle owners across North America now have significantly expanded fast‑charging options, thanks to newly enabled access to more than 27,500 Tesla Supercharger locations. The move marks a major step in the company’s strategy to simplify public charging and strengthen its EV ecosystem. Beginning today, drivers of battery‑electric models from Dodge, Jeep, Ram, FIAT, and Maserati can plug into...

20 March 2026

According to newly released data from the China Passenger Car Association, the country’s auto market saw a noticeable slowdown in February, with total wholesale passenger car volume reaching 1.518 million units. This represents a 14.3 percent drop compared to last year and a 23 percent decline from January. Despite the overall market pressure, new energy vehicles continued to perform strongly, reaching 723,000...

12 March 2026

Elon Musk has revealed a new collaborative initiative between Tesla and his artificial intelligence company xAI, introducing a system he calls Macrohard, also referred to as Digital Optimus. The project is designed to emulate the functions of software companies by combining xAI's Grok large language model with a Tesla‑developed AI agent capable of interpreting real‑time computer screen activity and user inputs. Musk...

12 March 2026

Tesla is ending production of its slow‑selling flagship vehicles, the Model S and Model X, as the company shifts its priorities toward robotics and artificial intelligence. During the fourth‑quarter 2025 earnings call, CEO Elon Musk confirmed that both models will be discontinued to free manufacturing capacity for the Optimus humanoid robot. He described the move as an "honorable discharge" for the long‑running S/X...

29 January 2026

Kia America has released pricing for the 2026 Kia Niro EV, a fully electric compact crossover designed to balance modern styling, smart performance, and everyday practicality. With its mix of usable range, advanced driver‑assistance technologies, and a well‑appointed interior, the new Niro EV reinforces Kia’s push to make electric mobility more accessible. Offered in two well‑equipped trims - Wind and Wave - the...

27 January 2026

Kia has taken center stage at the 2026 Brussels Motor Show with the global debut of the Kia EV2, the brand's sixth dedicated electric model and its most compact electric SUV to date. Positioned as a new entry point into Kia's rapidly expanding EV portfolio, the EV2 introduces a fresh vision for accessible, emotionally engaging electric mobility tailored to urban life. Presented under the theme "The Power of Firsts,"...

9 January 2026

Germany's TÜV has issued its 2026 report for the available passenger car park in the country. The report highlights rising defect rates in Germany's car fleet, an aging vehicle population, and the growing role of electric vehicles in safety inspections. The study is based on ~9.5 million inspections performed between July 2024 and June 2025, covering 216 models across six vehicle classes and six age groups. Some of...

4 December 2025

Hyundai Motor Company has unveiled the IONIQ 6 N, its first high-performance electric vehicle, at AutoMobility LA 2025. The debut marks a major milestone in Hyundai N’s journey toward electrification, bringing racetrack-ready performance and everyday usability together in a single groundbreaking model. The IONIQ 6 N is engineered to deliver thrilling driving dynamics, combining advanced suspension geometry...

21 November 2025

Hyundai Motor Company has revealed the Crater Concept, a bold new vehicle making its global debut at AutoMobility LA 2025. The unveiling highlights Hyundai’s commitment to innovation, sustainability, and striking design, positioning the Crater Concept as a symbol of the company’s vision for the future of mobility. The Crater Concept is designed to merge advanced technology with eco-conscious engineering. Its...

21 November 2025