The electric car in crisis? Not if we believe the latest Rho motion figures. Far from ambient pessimism, the world market has simply jumped 27 % since the beginning of 2025.
The French automotive market is not well and electric does not escape this trend, entangled in frequent changes in public policy. While our European neighbors do better, the Roh Motion cabinet looks at the situation internationally. And the overall assessment is more than encouraging, despite a slightly withdrawal month compared to June (-9 %).
With 1.6 million electric vehicles sold in July 2025, the market has an increase of 21 % compared to last year. Since January, no less than 10.7 million electric cars… and rechargeable hybrids have found takers around the world. The subtlety is important, because the two engines are very different and the European Union has scheduled the prohibition to sell new hybrid models by 2035.
Very different dynamics depending on the continents
Without real surprise, China is still doing well and “continues to dominate the world market and maintains penetration rates above 50 %”, explains Charles Lester, data director at Rho Motion. The latter also highlights the “impressive” European dynamics, but strong disparities exist between countries.
Europe, a growth engine with multiple faces
With growth of 30 % since the start of the year, the European market is in full swing. In total, 2.3 million electric vehicles have been sold and this increase comes from the rechargeable hybrids (PHEV, +32 %) as well as 100 %electric models (BEV, +30 %).
In the European table, Germany and the United Kingdom are greatly distinguished. These two major markets display iron health, with respective growths of 43 % and 32 %.
As previously evokes, hexagon looks gray and if July shows a slight recovery (+9 % over one year), the annual assessment remains negative at -11 %. The government is counting on the return of social leasing, scheduled for September 30, 2025, to relaunch the machine and finance around 50,000 vehicles.
For a long time, Italy surprises with a leap of almost 40 % in 2025. Thanks to new massive subsidies of 600 million euros, the boot begins to catch up, with a penetration rate which now reaches 11 %.
China dominates, but slows down
The Chinese giant remains the undisputed master of the game. With 6.5 million vehicles sold since January, China has an insolent growth of 29 %. The interesting fact to remember is that demand for 100 % electric models (+40 %) explodes. It far exceeds that for rechargeable hybrids (+14 %).
Although we observe a slight cyclical slowdown in July (-13 % compared to June), the appetite for electrified vehicles resists. For the third consecutive month, the market share of electrified vehicles remains above the symbolic bar of 50 %. The government continues to support demand via a recovery program, the last financing phase of which for 2025 is now expected for the month of October.
North America brakes four irons
The contrast to Europe and China is striking. The North American market (United States, Canada, Mexico) has only increased by 2 % since the start of the year. The fault of a less favorable regulatory and political context, especially in the United States.
We expect a brief sales of sales before the expiration of a major tax credit on September 30, which will probably be followed by a clear slowdown. Faced with the pressure of customs duties, some American manufacturers even read even on an increase in their production of thermal vehicles to preserve their margins.
However, everything is not dark. Ford has notably announced a new universal platform for electric vehicles and plans to launch a medium-sized pick-up at $ 30,000 by 2027, an initiative that may well reshape the cards.
In summary, if the transition to electric experiences different trees and rhythms, the global trajectory for 2025 confirms a massive and continuous adoption.
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