Electric Vehicles in June 2025

1. Global Sales & Market Share
Global EV sales surged in 2024, reaching over 17 million units (a 25 % jump year-over-year), positioning EVs at more than 20 % of new car sales globally

As of Q1 2025, Europe saw EV sales holding at ~25–30 % share, while U.S. BEVs stabilized around 7 % in June .

In China—where EVs are often cheaper than gas cars—sales continued booming, accounting for roughly two-thirds of global EV volume

2. Regional Highlights
United States: June 2025 saw roughly 7 % of auto sales go electric (~1.27 M total vehicle sales), flat from May, pulled down by affordability pressures

Europe: Markets softened slightly after subsidy phase-outs, but EV momentum remains stable at ~25 % share .

China: Continued dominance with over 40 % sales growth in 2024, driving infrastructure of PHEVs and EREVs

3. OEM & Model Updates
XPeng delivered 34,611 EVs in June—a staggering 224 % YoY increase—marking their 8th straight month above 30k units. H1 2025 deliveries surpassed all of 2024

Tesla is encountering softening demand: Q2 deliveries likely dipped 10–20 %, inventories piling up with production at ~434 k units. European registrations in Denmark dropped ~62 % YoY .

Legacy brands’ luxury EVs (e.g., Mercedes G-Class EV, Porsche Taycan, Audi Q8 e-tron) are struggling in sales, unlike affordable mass-market models popular in China
wired.com

4. Market Dynamics & Incentives
Financing deals: June saw numerous 0 % interest offers from OEMs like Ford, Chevy BrightDrop, Hyundai IONIQ 6, Nissan Ariya, Tesla Model 3, VW ID.4, Jeep Wagoneer S, etc., aiming to boost demand
electrek.co

Policy headwinds: U.S. political uncertainty—tariff risks, EV tax credit rollback, possible revocation of California’s standards—prompt downward adjustments in forecasts
about.bnef.com


5. Tech & Infrastructure Developments
Battery swapping: CATL plans to expand its Chinese model (1k stations by year-end; 10k in three years) into Europe, pushing faster charging/infrastructure adoption
ft.com

Charging costs: In the U.S. and Europe, fast-charging prices have risen to parity with gas, potentially eroding EV cost savings


6. Upcoming Models & Emerging Markets
Volvo EX60, an EV version of the XC60, is slated for early 2026—featuring structural battery packs and up to 400 mi range
thesun.co.uk

Emerging markets: Chinese automakers (BYD, Chery, Great Wall) are targeting Africa, especially South Africa, introducing affordable EVs/hybrids


New EV launches: Tata introduced the Harrier EV in India on June 3, built in Pune with up to 627 km range
en.wikipedia.org
. BYD launched the Seal 06 sedan in June in China
en.wikipedia.org

📌 Summary
June 2025 highlights a maturing EV market: global sales remain strong and China continues record growth, but the U.S. and Europe show signs of plateauing due to cost pressure and policy shifts. OEMs are responding with aggressive financing offers and pushing infrastructure innovations like battery swapping. Mass-market and affordable EVs, rather than high-end luxury models, are driving adoption globally. Leading brands like XPeng are booming, while Tesla faces growing headwinds in key markets.