The global electric vehicles industry is seeing continued growth but facing notable market shifts and emerging challenges over the past 48 hours. Internationally, EV sales remain robust. Nearly 3 million electric cars were sold worldwide in the first quarter of 2024, up 25 percent from the same period last year. China, Europe, and the United States account for almost 95 percent of these sales, with China still leading by a wide margin and achieving a record 40 percent share of all car sales as electric in March 2024. Sales in the United States grew about 15 percent in the first quarter, matching last year’s pace, while plug-in hybrid sales jumped even higher, up 50 percent year over year. The market is forecasted to cross 17 million global EV sales for 2024, with electric vehicles likely exceeding 20 percent of all new car sales this year[9].
In the U.S., overall EV sales hit a new quarterly record in Q4 2024, crossing 365,000 vehicles, a 15 percent year-over-year gain. Full-year 2024 sales reached 1.3 million vehicles, a 7.3 percent increase from 2023. However, Tesla, the longtime industry leader, experienced a drop in volume, with sales estimated to have fallen by more than 37,000 units year over year and registrations in California down 15 percent in Q1 2025. Both Model 3 and Model Y, while still the top sellers, saw declining sales. Meanwhile, newcomers and legacy automakers made gains. Honda, with its new Prologue, went from no U.S. EV sales in 2023 to over 33,000 so far in 2024. General Motors nearly doubled its EV sales in Q1, aided by new models and expanding partnerships, including a grid integration deal with EnergyHub announced this week. Kia introduced its global EV4 sedan, and Hyundai and Ford also posted notable increases[5][6][2].
Prices continue to moderate, with the average new EV now at 56,648 dollars, down 15 percent from two years ago, and attractive lease deals under 300 dollars a month are widely available. Price sensitivity among consumers, especially younger and middle-income buyers, is driving demand for affordable EVs and flexible financing[1][7][10].
On the regulatory front, uncertainty is rising. Possible policy changes in Washington may slow growth, but are not immediately impacting sales. Several states are expanding purchase incentives and grid integration programs. Supply chains have stabilized but the industry is watching new trade barriers and mineral sourcing rules closely, while battery supply investments are at record levels[8][9].
In summary, the electric vehicle industry is still expanding but is entering a phase of intense competition, price wars, and new product launches. Market leaders face growing pressure from both established automakers and emerging brands, with consumer behavior shifting toward value and affordability. While growth remains strong, the momentum is more diffuse, pushing all players to innovate and adapt in real time[5][9][1].
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