E Mobility
2025 Electric Vehicle Sales Surge: Global Shifts, Regional Divergence, and the New Industrial Logic
Based on the IEA Global Energy Review 2026, global electric car sales surged by over 20% in 2025, reaching 21 million units. This analysis unpacks the hidden logic behind the numbers: China crossing the 50% sales share threshold, Europe becoming the fastest-growing major market despite subsidies, and the unexpected 80% growth in emerging economies. It reveals a bifurcating world where policy, infrastructure, and industrial strategy create distinct winners. We go beyond the topline to explore the supply chain implications of trucking electrification tripling, the fragility of the US market, and what the ''Global South'' boom means for manufacturing hubs.