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The Alliance for Automotive Innovation (AAI) today released its analysis of the U.S. electric vehicle market for Q4 and full-year 2025. EV sales in Q4 lowest since first quarter of 2022; down year-over-year. The market reflected a major shift to actual consumer demand free of the influence of now eliminated EV incentives under the Trump mis-administration in AutoInformed’s view. Consumer satisfaction with and demand for electrified vehicles remain considerable and too large for automakers to ignore, now matter the follies of Trump appointed idolaters/regulators. Hybrids in particular remain a strong and growing segment. (Read AutoInformed.com on: Magna Increases Its Hybrid Drive Offerings, as well as other relevant stories below)*
“Despite a modest uptick in ICE market share in Q4, the longer-term trend remains clear. From 2016 through 2025, traditional ICE share steadily declined,” AAI said. “In 2016, ICE vehicles accounted for more than 97% of all light-duty sales; by 2025, year-to-date share had fallen to 72.9%, a cumulative decline of 24.2 pp (including a 3.1 pp drop from 2024 alone).
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“That shift has been absorbed by alternative powertrains. Traditional (mild and strong) hybrids captured the majority of the gains (+15.5 pp), followed by BEVs (+7.4 pp) and PHEVs (+1.3 pp) over the past nine years.”
“EVs represented 6.5% of new U.S. light-duty vehicle sales in Q4 2025, down from 12.6% in Q3 2025 and a decrease of ~257,000 units,” AAI said. “EVs represented 6.5 % of new U.S. light-duty vehicle sales in Q4 2025, down from 12.6% in Q3 2025 and a decrease of about 257,000 units.
“There are 164 electric models now available for sale in U.S. EV share of new U.S. light-duty vehicle sales were; 9.6% for full-year 2025. EVs now 2.5% of total light-duty vehicles in operation. Internal combustion engine vehicle market share is down 24 percentage points since 2016.The charging infrastructure continues to lag. Only 1 new public charging port was added per 29 newly registered EVs. The Geographic distribution of EVs and charging infrastructure remains uneven. Half of all registered EVs located in just 42 counties.” AAI said.**
For full-year 2025, there were 1,511,549 EVs registered in the U.S. – a 4% volume decrease (about 63,500 fewer vehicles) compared to 2024.
- 2025 total light-duty vehicle sales (all powertrains) increased 2.2% (about 340,000 additional vehicles).
- EV market share decreased 0.6 percentage points.
- Hybrid market share grew 3.7 percentage points.
- Internal combustion engine vehicle market share decreased 3.1 percentage points.
Public EV charging still lags in fourth quarter
- In Q4 2025, the number of publicly available EV chargers increased 22% from Q4 2024, while total EVs on the road increased 25 %.
- Nationwide, there were 246,755 EVs registered in Q4 2025, but only 8537 new public chargers added – a ratio of 29 new EVs for every new public port.
- There are 7.3 million EVs on the road (2.5% of vehicles in operation – a new high) and a total of 236,945 publicly available charging outlets in the U.S. – a ratio of 31 EVs for every public port.
- Composition of new public charging networks is shifting: Non-Tesla fast chargers outnumber new Tesla installations. Tesla dropped from 55% of all new fast charging installations in 2023 to 39% in 2025.
Uneven geographic distribution of EVs and charging infrastructure in U.S. Among the 3100 counties in the U.S.
- Half of all registered EVs were located in just 42 counties (1.4% of all counties).
- 25 counties have no registered EVs.
- 646 counties (21%) have an EV in operation (EVIO) rate greater than 1%.
- 274 counties (13 %) have an EVIO rate greater than 2%.
*AutoInformed on
**Alliance for Automotive Innovation -AAI
“From the manufacturers producing most vehicles sold in the U.S. to autonomous vehicle innovators to equipment suppliers, battery producers and semiconductor makers,”the Alliance for Automotive Innovation says “it represents the full auto industry, a sector supporting 11 million American jobs and more than 5% of the economy. Active in Washington, D.C., and all 50 states, the association is committed to a cleaner, safer and smarter personal transportation future.”
About Ken Zino
Ken Zino, editor and publisher of AutoInformed, is a versatile auto industry participant with global experience spanning decades in print and broadcast journalism, as well as social media. He has automobile testing, marketing, public relations and communications experience. He is past president of The International Motor Press Assn, the Detroit Press Club, founding member and first President of the Automotive Press Assn. He is a member of APA, IMPA and the Midwest Automotive Press Assn.
He also brings an historical perspective while citing their contemporary relevance of the work of legendary auto writers such as Ken Purdy, Jim Dunne or Jerry Flint, or writers such as Red Smith, Mark Twain, Thomas Jefferson – all to bring perspective to a chaotic automotive universe.
Above all, decades after he first drove a car, Zino still revels in the sound of the exhaust as the throttle is blipped during a downshift and the driver’s rush that occurs when the entry, apex and exit points of a turn are smoothly and swiftly crossed. It’s the beginning of a perfect lap.
AutoInformed has an editorial philosophy that loves transportation machines of all kinds while promoting critical thinking about the future use of cars and trucks.
Zino builds AutoInformed from his background in automotive journalism starting at Hearst Publishing in New York City on Motor and MotorTech Magazines and car testing where he reviewed hundreds of vehicles in his decade-long stint as the Detroit Bureau Chief of Road & Track magazine. Zino has also worked in Europe, and Asia – now the largest automotive market in the world with China at its center.
Consumers, Not Regulators Now Rule EV Market
Click for more.
The Alliance for Automotive Innovation (AAI) today released its analysis of the U.S. electric vehicle market for Q4 and full-year 2025. EV sales in Q4 lowest since first quarter of 2022; down year-over-year. The market reflected a major shift to actual consumer demand free of the influence of now eliminated EV incentives under the Trump mis-administration in AutoInformed’s view. Consumer satisfaction with and demand for electrified vehicles remain considerable and too large for automakers to ignore, now matter the follies of Trump appointed idolaters/regulators. Hybrids in particular remain a strong and growing segment. (Read AutoInformed.com on: Magna Increases Its Hybrid Drive Offerings, as well as other relevant stories below)*
“Despite a modest uptick in ICE market share in Q4, the longer-term trend remains clear. From 2016 through 2025, traditional ICE share steadily declined,” AAI said. “In 2016, ICE vehicles accounted for more than 97% of all light-duty sales; by 2025, year-to-date share had fallen to 72.9%, a cumulative decline of 24.2 pp (including a 3.1 pp drop from 2024 alone).
Click for more.
“That shift has been absorbed by alternative powertrains. Traditional (mild and strong) hybrids captured the majority of the gains (+15.5 pp), followed by BEVs (+7.4 pp) and PHEVs (+1.3 pp) over the past nine years.”
“EVs represented 6.5% of new U.S. light-duty vehicle sales in Q4 2025, down from 12.6% in Q3 2025 and a decrease of ~257,000 units,” AAI said. “EVs represented 6.5 % of new U.S. light-duty vehicle sales in Q4 2025, down from 12.6% in Q3 2025 and a decrease of about 257,000 units.
“There are 164 electric models now available for sale in U.S. EV share of new U.S. light-duty vehicle sales were; 9.6% for full-year 2025. EVs now 2.5% of total light-duty vehicles in operation. Internal combustion engine vehicle market share is down 24 percentage points since 2016.The charging infrastructure continues to lag. Only 1 new public charging port was added per 29 newly registered EVs. The Geographic distribution of EVs and charging infrastructure remains uneven. Half of all registered EVs located in just 42 counties.” AAI said.**
For full-year 2025, there were 1,511,549 EVs registered in the U.S. – a 4% volume decrease (about 63,500 fewer vehicles) compared to 2024.
Public EV charging still lags in fourth quarter
Uneven geographic distribution of EVs and charging infrastructure in U.S. Among the 3100 counties in the U.S.
*AutoInformed on
**Alliance for Automotive Innovation -AAI
“From the manufacturers producing most vehicles sold in the U.S. to autonomous vehicle innovators to equipment suppliers, battery producers and semiconductor makers,”the Alliance for Automotive Innovation says “it represents the full auto industry, a sector supporting 11 million American jobs and more than 5% of the economy. Active in Washington, D.C., and all 50 states, the association is committed to a cleaner, safer and smarter personal transportation future.”
About Ken Zino
Ken Zino, editor and publisher of AutoInformed, is a versatile auto industry participant with global experience spanning decades in print and broadcast journalism, as well as social media. He has automobile testing, marketing, public relations and communications experience. He is past president of The International Motor Press Assn, the Detroit Press Club, founding member and first President of the Automotive Press Assn. He is a member of APA, IMPA and the Midwest Automotive Press Assn. He also brings an historical perspective while citing their contemporary relevance of the work of legendary auto writers such as Ken Purdy, Jim Dunne or Jerry Flint, or writers such as Red Smith, Mark Twain, Thomas Jefferson – all to bring perspective to a chaotic automotive universe. Above all, decades after he first drove a car, Zino still revels in the sound of the exhaust as the throttle is blipped during a downshift and the driver’s rush that occurs when the entry, apex and exit points of a turn are smoothly and swiftly crossed. It’s the beginning of a perfect lap. AutoInformed has an editorial philosophy that loves transportation machines of all kinds while promoting critical thinking about the future use of cars and trucks. Zino builds AutoInformed from his background in automotive journalism starting at Hearst Publishing in New York City on Motor and MotorTech Magazines and car testing where he reviewed hundreds of vehicles in his decade-long stint as the Detroit Bureau Chief of Road & Track magazine. Zino has also worked in Europe, and Asia – now the largest automotive market in the world with China at its center.